Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THOMAS AND SALLY WOOD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5819 HIGH DR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MISSION HILLS, KS66208
A Employer identification number

43-6445255
B Telephone number (see instructions)

(816) 860-7716
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,545,676
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 24,400 24,400  
4 Dividends and interest from securities... 139,840 139,840  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 284,855
b Gross sales price for all assets on line 6a 670,211
7 Capital gain net income (from Part IV, line 2)... 284,855
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 13,545 8,436  
12 Total. Add lines 1 through 11........ 462,640 457,531  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,250 5,625   5,625
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,115 2,336   779
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,042 1,789   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,316 39,316   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,723 49,066   6,404
25 Contributions, gifts, grants paid....... 327,500 327,500
26 Total expenses and disbursements. Add lines 24 and 25 388,223 49,066   333,904
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 74,417
b Net investment income (if negative, enter -0-) 408,465
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 79,896 70,319 70,319
2 Savings and temporary cash investments.........   25,000 25,566
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 77,988 Click to see attachment77,904 76,864
b Investments—corporate stock (attach schedule)....... 2,894,228 Click to see attachment3,058,173 7,200,101
c Investments—corporate bonds (attach schedule)....... 940,976 Click to see attachment846,403 860,021
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 273,153 Click to see attachment258,929 312,805
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,266,241 4,336,728 8,545,676
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 270,208 270,208
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,996,033 4,066,520
29 Total net assets or fund balances (see instructions)..... 4,266,241 4,336,728
30 Total liabilities and net assets/fund balances (see instructions). 4,266,241 4,336,728
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,266,241
2
Enter amount from Part I, line 27a .....................
2
74,417
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,340,658
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,930
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,336,728
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a HOME DEPOT P 2011-03-31 2021-01-04
b KINDER MORGAN INC P 2015-04-06 2021-04-12
c NORTHERN TRUST CORP P 2015-11-10 2021-04-12
d RAYTHEON TECHNOLOGIES CORP P 2011-09-16 2021-04-12
e APPLE INC P 2013-10-30 2021-04-21
CISCO SYSTEMS INC P 2020-04-21 2021-04-12
PAYPAL HOLDINGS INV P 2021-02-25 2021-04-12
CME GROUP INC P 2019-01-09 2021-04-12
FEDERAL NATIONAL MORTGAGE ASSN P 2016-09-26 2021-05-06
HALLIBURTON CO P 2011-11-14 2021-08-16
PAYPAL HOLDINGS INV P 2021-02-25 2021-10-05
ORGANON & CO. P 2011-09-16 2021-10-05
PACKAGING CORP OF AMERICA P 2013-10-22 2021-10-08
AM BEACON LONDON CO INCOME EQ I P 2015-04-06 2021-10-08
PAYPAL HOLDINGS INV P 2015-02-25 2021-11-17
PAYPAL HOLDINGS INV P 2015-02-25 2021-11-18
PAYPAL HOLDINGS INV P 2015-02-25 2021-11-18
HOST HOTELS & RESORTS LP P 2012-08-09 2021-01-04
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,000   25,000 0
b 25,544   64,629 -39,085
c 65,692   44,364 21,328
d 28,261   14,494 13,767
e 61,749   8,808 52,941
23,806   18,671 5,135
60,352   7,762 52,590
33,462   29,185 4,277
25,000   25,000 0
40,000   40,000 0
88,992   11,730 77,262
2,781   1,240 1,541
43,204   40,971 2,233
19,829   12,755 7,074
44,569   7,521 37,048
5,453   931 4,522
38,374   6,554 31,820
27,247   25,741 1,506
10,896     10,896
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       0
b       -39,085
c       21,328
d       13,767
e       52,941
      5,135
      52,590
      4,277
      0
      0
      77,262
      1,541
      2,233
      7,074
      37,048
      4,522
      31,820
      1,506
      10,896
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 284,855
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,678
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,678
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,320
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS J WOOD III Telephone no.bullet (913) 362-2010

    Located atbullet5819 HIGH DRIVEMISSION HILLSKS ZIP+4bullet66208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS J WOOD III TRUSTEE
    0.25
    3,000 0 0
    5819 HIGH DRIVE
    MISSION HILLS,KS66208
    SUSAN WOOD ATHENS TRUSTEE
    0.25
    3,000 0 0
    3717 S XANTHUS
    TULSA,OK74105
    SHARON WOOD ORR TRUSTEE
    0.25
    3,000 0 0
    6120 MISSION DRIVE
    SHAWNEE MISSION,KS66208
    SALLY WOOD SHAFFER TRUSTEE
    0.25
    2,250 0 0
    155 S OCEAN AVE
    PALM BEACH SHORES,FL33404
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2 NONE 0
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,858,509
    b
    Average of monthly cash balances.......................
    1b
    52,311
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,910,820
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,910,820
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    118,662
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,792,158
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    389,608
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    389,608
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,678
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    643
    c
    Add lines 2a and 2b............................
    2c
    6,321
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    383,287
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    383,287
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    383,287
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 383,287
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 10,644
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 333,904
    a Applied to 2020, but not more than line 2a 10,644
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 323,260
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    60,027
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 30,000
    AMERICAN ROYAL ASSOCIATION
    1701 AMERICAN ROYAL COURT
    KANSAS CITY,MO64102
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 20,000
    BOYS AND GIRLS CLUB OF GREATER KC
    4001 BLUE PARKWAY 102
    KANSAS CITY,MO64130
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    FOLD OF HONOR KANSAS CITY
    9015 ENSLEY LN
    LEAWOOD,KS66206
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    FOLD OF HONOR OKLAHOMA CITY
    5800 N PATRIOT DRIVE
    OWASSO,OK74055
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    HUMANE SOCIETY OF GREATER KANSAS CITY
    5445 PARALLEL PARKWAY
    KANSAS CITY,KS66104
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    KANSAS CITY BALLET
    500 W PERSHING ROAD
    KANSAS CITY,MO64108
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 10,000
    KANSAS CITY COMMUNITY GARDENS
    6917 KENSINGTON
    KANSAS CITY,MO64132
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    KANSAS CITY ZOO
    6800 ZOO DRIVE
    KANSAS CITY,MO64132
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS OR LITERARY PURPOSES 15,000
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY BLVD
    KANSAS CITY,MO64108
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    KCPT
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 10,000
    KEMPER MUSEUM OF CONTEMPORARY ART
    4420 WARWICK BLVD
    KANSAS CITY,MO64111
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 20,000
    KU MEDICAL CENTER
    3901 RAINBOW BLVD
    KANSAS CITY,KS66160
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 15,000
    LIBERTY MEMORIAL ASSOCIATION
    100 W 26TH ST
    KANSAS CITY,MO64108
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES
    KANSAS CITY,MO64108
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    NATURE CONSERVANCY - FLORIDA CHAPTER
    2500 MAITLAND CENTER PARKWAY SUITE
    311
    MAITLAND,FL32751
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    NATURE CONSERVANCY - KANSAS CHAPTER
    2420 NW BUTTON ROAD
    TOPEKA,KS66618
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 10,000
    NATURE CONSERVANCY - OKLAHOMA CHAPTER
    2727 E 21ST STREET SUITE 102
    TULSA,OK74114
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 10,000
    NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 10,000
    OETA OKLAHOMA PUBLIC TELEVISION
    PO BOX 14190
    OKLAHOMA CITY,OK73113
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    OPERATION BREAKTHROUGH
    3039 TROOST
    KANSAS CITY,MO64109
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 20,000
    POWELL GARDENS
    1609 NW US HIGHWAY 50
    KINGSVILLE,MO64061
    NONE PC SCIENTIFIC, ARTISTIC,RELIGIOUS,OR LITERARY PURPOSES 10,000
    QUALITY HILL PLAYHOUSE
    303 W 10TH ST
    KANSAS CITY,MO64105
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    RESTART INC
    918 E 9TH ST
    KANSAS CITY,MO64106
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 2,500
    SOUTH FLORIDA PBS
    14901 NE 20TH AVENUE
    MIAMI,FL33181
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    THE JEWEL BALL
    4525 OAK STREET
    KANSAS CITY,MO64111
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    UMKC CONSERVATORY OF MUSIC
    4949 CHERRY STREET
    KANSAS CITY,MO64110
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    WAYSIDE WAIFS
    3901 MARTHA TRUMAN RD
    KANSAS CITY,MO64137
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    MOVIES MAKING A DIFFERENCE
    1034 E FAIRBROOK CI
    MESA,AZ85203
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 10,000
    HARRY S TRUMAN LIBRARY INSTITUTE
    5151 TROOST AVE STE 300
    KANSAS CITY,MO64110
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    GOLF FOUNDATION OF KANSAS CITY
    8330 MELROSE DR
    LENEXA,KS66214
    NONE PC SCIENTIFIC, ARTISTIC, RELIGIOUS, OR LITERARY PURPOSES 5,000
    Total .................................bullet 3a 327,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 24,400  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 284,855  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 5,109 457,531 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    462,640
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 3,115 2,336   779

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Category Amount
    NONE 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFLAC INC 50,520 53,400
    AMAZON COM INC 25,583 26,168
    BANK OF AMERICA 35,188 35,039
    CLOROX COMPANY 25,631 26,633
    DOUBLELINE TOTAL RETURN BOND FUND CL I 78,843 75,077
    DR HORTON 39,219 39,082
    GOLDMAN SACHS GROUP INC 25,165 25,748
    HOME DEPOT INC 26,634 25,798
    JP MORGAN CHASE & CO 25,024 25,680
    LILLY ELI & CO 48,479 50,381
    MARRIOTT INERNATIONAL INC 10,205 10,590
    MARRIOTT INERNATIONAL INC 14,900 15,008
    MASTERCARD INC - CLASS A 25,298 26,310
    MICROSOFT CORP 50,426 52,625
    MOGAN STANLEY BANK NA C/D 50,186 51,815
    PEPSICO INC 40,133 40,409
    QUALCOMM INC 25,053 25,251
    ROYAL BANK OF CANADA 49,092 50,097
    SALESFORCE.COM INC 24,824 25,789
    SIMON PROPERTY GROUP LP 10,180 10,471
    TARGET CORP 26,848 26,512
    TWDC ENTERPRISES 18 CORP 50,096 50,652
    VISA INC 25,003 25,462
    WAL MART STORES INC 38,752 40,881
    WELLS FARGO & CO MTN 25,121 25,143

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 40,432 175,925
    AIR PRODUCTS AND CHEMICALS INC 25,057 106,491
    AM BEACON LONDON CO INCOME EQ I 147,245 241,430
    AMAZON COM INC 39,528 200,060
    APPLE INC 39,915 378,224
    APPLIED MATERIALS INC 24,898 257,284
    AT&T INC 105,503 88,781
    BANK OF AMERICA CORPORATION 63,610 88,980
    BAXTER INTERNATIONAL INC 18,104 49,358
    BLACKROCK INC 64,407 160,223
    BOEING CO 13,282 45,297
    BROADCOM INC 58,682 79,849
    CATERPILLAR INC DEL 11,005 83,730
    CHEVRON CORP 36,809 53,981
    CITIGROUP INC 25,463 27,236
    COMCAST CORP NEW 18,790 26,423
    CONOCOPHILLIPS 43,169 59,549
    COSTCO WHOLESALE CORP 65,818 255,465
    DEERE & COMPANY 32,948 154,301
    DEVELOPED MARKETS INDEX FUND ADMIRAL CL 260,000 324,042
    DIGITAL REALTY TRUST INC 35,928 116,734
    DISNEY WALT CO 53,080 77,445
    DOMINION ENERGY INC 26,941 43,208
    DUKE ENERGY HLDG CORP 38,195 65,667
    DUKE REALTY CORP 60,169 91,896
    EMERSON ELECTRIC CO 54,714 102,267
    ENBRIDGE INC 43,894 57,682
    FEDERATED HERMES STRATEGIX VALUE DIVIDEND FD - IS 203,000 215,366
    HOME DEPOT INC 14,560 215,805
    ILLINOIS TOOL WORKS INC 22,145 123,400
    INTEL CORP 44,894 104,288
    JOHNSON & JOHNSON 48,791 115,472
    JP MORGAN CHASE & CO 39,967 134,598
    LILLY ELI AND CO 62,206 193,354
    LOCKHEED MARTIN CORP 46,675 62,197
    MCDONALDS CORP 46,836 142,077
    MERCK & CO INC 25,847 65,144
    MICROSOFT CORP 58,847 306,724
    MORGAN STANLEY 60,134 73,620
    NEXTERA ENERGY INC 27,392 186,720
    PAYCHEX INC 51,602 204,750
    PEPSICO INC 62,278 117,254
    PFIZER INC 50,978 118,100
    PHILLIPS 66 9,270 22,608
    PROCTER & GAMBLE CO 43,965 158,673
    QUANTA SERVICES 44,529 43,112
    SCHLUMBERGER LTD 37,821 24,409
    SOUTHERN CO 38,070 54,864
    STARBUCKS CORP 60,364 163,758
    TEXAS INSTRUMENTS INC 34,550 188,470
    TORONTO DOMINION BANK 63,772 123,608
    TRUIST FINANCIAL CORPORATION 50,089 64,405
    V F CORP 25,045 73,220
    VANGUARD INSTITUTIONAL INDEX 87,850 190,789
    VERIZON COMMUNICATIONS INC 55,089 74,355
    WALLGREENS BOOTS ALLIANCE 61,616 58,680
    WALMART 63,033 86,814
    ZSCALER INC 69,372 81,939

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    US Government Securities - End of Year Book Value:

    77,904
    US Government Securities - End of Year Fair Market Value:

    76,864
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BACELINE - UMB INCOME FUND AT COST 206,914 250,000
    LINWOOD PROPERTIES TRUST AT COST 52,015 62,805

    TY 2021 OtherDecreasesSchedule
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Description Amount
    OTHER CHANGES 3,930


    TY 2021 OtherExpensesSchedule
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDUCIARY FEE 39,316 39,316   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LINWOOD K-1 2,703 2,703 2,703
    BACELINE K-1 5,109 0 5,109
    BACELINE K-1 5,733 5,733 5,733


    TY 2021 TaxesSchedule
    Name:
    THOMAS AND SALLY WOOD FAMILY FOUNDATION
    EIN:
    43-6445255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,789 1,789   0
    FEDERAL TAXES 5,228 0   0
    STATE FIDUCIARY INCOME TAX 25 0   0