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
RONALD J WOODS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)11390 TWELVE OAKS WAY 520
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH PALM BEACH, FL33408
A Employer identification number

65-6252291
B Telephone number (see instructions)

(561) 775-5813
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$32,264,749J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 51,089 51,089  
4 Dividends and interest from securities... 639,354 628,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 557,449
b Gross sales price for all assets on line 6a 2,494,944
7 Capital gain net income (from Part IV, line 2)... 557,449
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).......      
12 Total. Add lines 1 through 11........ 1,247,892 1,236,594  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 242,812 128,156   114,656
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 305,095 91,095   214,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,296 11,296   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,540 0   5,540
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 161 161   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 564,904 230,708   334,196
25 Contributions, gifts, grants paid....... 1,209,089 1,209,089
26 Total expenses and disbursements. Add lines 24 and 25 1,773,993 230,708   1,543,285
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -526,101
b Net investment income (if negative, enter -0-) 1,005,886
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............. 8,900,129 6,332,652 6,332,652
2 Savings and temporary cash investments.........      
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) 2,574,997 Click to see attachment3,025,485 3,036,446
b Investments—corporate stock (attach schedule)....... 15,766,993 Click to see attachment17,623,285 22,895,651
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 27,242,119 26,981,422 32,264,749
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 22,088 27,174
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)......... 22,088 27,174
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........ 27,220,031 26,954,248
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 27,220,031 26,954,248
30 Total liabilities and net assets/fund balances (see instructions). 27,242,119 26,981,422
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
27,220,031
2
Enter amount from Part I, line 27a .....................
2
-526,101
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
260,318
4
Add lines 1, 2, and 3 ..........................
4
26,954,248
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,954,248
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 PUBLICLY TRADED SECURITIES GS #686-9   2017-12-06 2021-12-31
b PUBLICLY TRADED SECURITIES GS #686-9   2021-02-05 2021-12-31
c PUBLICLY TRADED SECURITIES GS #687-7   2017-12-11 2021-12-31
d PUBLICLY TRADED SECURITIES GS #687-7   2021-07-07 2021-12-31
e PUBLICLY TRADED SECURITIES GS #687-7   2021-01-01 2021-12-31
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 884,196   618,665 265,531
b 499,754   460,586 39,168
c 646,214   628,875 17,339
d 189,770   189,390 380
e 40,009   39,979 30
235,001     235,001
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       265,531
b       39,168
c       17,339
d       380
e       30
      235,001
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 2 557,449
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 13,982
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 13,982
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,063
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,263
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 281
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet281 RefundedBullet 11 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletFL
    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 ofbulletJOHN BATTISTA III Telephone no.bullet (734) 326-7030

    Located atbullet11390 TWELVE OAKS WAY APT 520NORTH PALM BEACHFL ZIP+4bullet33408
    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)
    Yes
     
    (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
    KAREN M POWELL SUCCESSOR TRUSTEE
    1.00     		0 0 0
    11390 TWELVE OAKS WAY 520
    NORTH PALM BEACH,FL33408
    JOHN BATTISTA III SUCCESSOR TRUSTEE
    25.00     		242,812 0 0
    11390 TWELVE OAKS WAY 520
    NORTH PALM BEACH,FL33408
    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  
    2  
    All other program-related investments. See instructions.
    3  
    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
    23,995,284
    b
    Average of monthly cash balances.......................
    1b
    7,343,554
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,338,838
    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
    31,338,838
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    470,083
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    30,868,755
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,543,438
    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
    1,543,438
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,982
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,982
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,529,456
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,529,456
    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
    1,529,456
    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 1,529,456
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 792,043
    b From 2017...... 929,199
    c From 2018......  
    d From 2019...... 119,696
    e From 2020...... 22,381
    f Total of lines 3a through e ........ 1,863,319
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,543,285
    a Applied to 2020, but not more than line 2a 0
    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..... 1,529,456
    e Remaining amount distributed out of corpus 13,829
    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 1,877,148
    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 ..........     		0
    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) ...     		792,043
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,085,105
    10 Analysis of line 9:
    a Excess from 2017.... 929,199
    b Excess from 2018....  
    c Excess from 2019.... 119,696
    d Excess from 2020.... 22,381
    e Excess from 2021.... 13,829
    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
    CENTER FOR ENRICHED LIVING
    280 SAUNDERS ROAD
    RIVERWOODS,IL60015     		NONE PC TO ENSURE THAT PEOPLE WITH DEVELOPMENTAL DISABILITIES CAN BE FULLY INCLUDED IN THE COMMUNITY, ACHIEVE PERSONAL SUCCESS, AND ENJOY A GOOD QUALITY OF LIFE 40,000
    CHRIST CHILD HOUSE
    15751 JOY ROAD
    DETROIT,MI48228     		NONE PC TO BE AN INNOVATIVE TREATMENT PROGRAM THAT FOSTERS HOPE AND HEALING FOR CHILDREN AND FAMILIES IMPACTED BY TRAUMA. 42,100
    DE LA SALLE COLLEGIATE
    14600 COMMON ROAD
    WARREN,MI48088     		NONE PC TO HELP IN TUITION ASSISTANCE TO DESERVING FAMILIES 21,000
    DETROIT RESCUE MISSION MINISTRIES
    150 STIMSON STREET
    DETROIT,MI48201     		NONE PC FOR FELLOWSHIPS 40,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		NONE PC PROVIDING LIFESAVING MEDICAL HUMANITARIAN CARE, AND SPEAKING OUT ABOUT WHAT WE SEE 15,000
    DOLPHIN RESEARCH CENTER
    58901 OVERSEAS HIGHWAY
    GRASSY KEY,FL330506019     		NONE PC TO ENSURE THE DOLPHINS HAD A HOME HERE FOR LIFE, AND IN DOING SO TO ESTABLISH A UNIQUE EDUCATION AND RESEARCH FACILITY 5,000
    EDUCATION ACCESS INC
    2269 MAGANS OCEAN WALK
    VERO BEACH,FL32963     		NONE PC TO PROVIDE SCHOLARSHIPS, MENTORSHIP AND SUPPORT FOR DISADVANTAGED GIRLS IN DEVELOPING COUNTRIES, WITH THE AIM OF CONTRIBUTING TO THEIR OVERALL DEVELOPMENT AND EDUCATION. 10,000
    FIRST STEP
    44567 PINETREE DRIVE
    PLYMOUOTH,MI48170     		NONE PC TO ELIMINATE BOTH DOMESTIC AND SEXUAL VIOLENCE AND TO PROVIDE COMPREHENSIVE SERVICES TO INDIVIDUALS AND FAMILIES IMPACTED BY THESE CRIMES 25,000
    FREE BIKES FOR KIDZ DETROIT
    411 PIQUETTE AVE
    DETROIT,MI48202     		NONE PC TO HELP ALL KIDS RIDE INTO A HAPPIER, HEALTHIER CHILDHOOD BY PROVIDING BIKES TO THOSE MOST IN NEED. 5,000
    GARDINER COMMUNITY SCHOLARSHIP FUND
    510 STONE ST
    GARDINER,MT59030     		NONE PC TO HELP PARENTS INDIVIDUALIZE EDUCATIONAL OPTIONS FOR THEIR CHILDREN WITH SPECIFIC SPECIAL NEEDS 3,500
    GERMAN SHEPHERD RESCUE OF ORANGE COUNTY
    120 TUSTIN AVENUE SUITE C-1111
    NEWPORT BEACH,CA92663     		NONE PC TAKE CARE OF DOGS THAT ARE FOR ADOPTION AND HOUSED THEM IN FOSTER HOME SITUATIONS AND IN PRIVATE BOARDING FACILITIES. 5,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PC TO CREATE AND SUPPORT LIFE-CHANGING CONNECTIONS BETWEEN PEOPLE AND DOGS 30,000
    HARRISON PUBLIC SCHOOLS
    501 HAMILTON STREET
    HARRISON,NJ07029     		NONE GOV TO HELP STUDENTS DEVELOP TO THEIR FULLEST POTENTIAL BY ACQUIRING THE SKILLS AND KNOWLEDGE DESCRIBED IN THE NEW JERSEY STUDENT LEARNING STANDARDS. 2,500
    HAVEN
    PO BOX 752
    BOZEMAN,MT59771     		NONE PC TO EMPOWER SURVIVORS TO HEAL, AND ENGAGE ALL INDIVIDUALS AND COMMUNITIES TO ADDRESS AND PREVENT SEXUAL ASSAULT AND INTIMATE PARTNER VIOLENCE 25,000
    I HEART DOGS RESCUE AND ANIMAL HAVEN
    22415 GROESBECK HWY
    WARREN,MI48089     		NONE PC TO LEAD THE NO-KILL MOVEMENT BY RESCUING, REHABILITATING, REHOMING AND PROVIDING A PLACE OF REFUGE FOR HOMELESS DOGS, WHILE ALSO PROVIDING A HAVEN FOR THE PETS BELONGING TO DOMESTIC VIOLENCE SURVIVORS. 10,000
    LEADERDOGS FOR THE BLIND
    1039 S ROCHESTER RD
    ROCHESTER HILLS,MI48307     		NONE PC FOR ANIMAL RESCUE AND CARE SERVICES 300,000
    MADONNA WOMEN'S BASKETBALL
    36600 SCHOOLCRAFT ROAD
    LIVONIA,MI48150     		NONE PC TO SUPPORT MADONNA UNIVERSITY'S COLLEGE ATHLETICS 1,000
    MANHATTAN PUBLIC SCHOOLS FOUNDATION INC
    PO BOX 1223
    MANHATTAN,MT59741     		NONE PC TO ENCOURAGE AND SUPPORT CREATIVITY, INNOVATION AND EXCELLENCE THAT ENHANCE THE EDUCATIONAL OPPORTUNITIES WITHIN THE COMMUNITY OF MANHATTAN PUBLIC SCHOOLS OF MANHATTAN, MONTANA. 5,500
    MASCOT BOOKS
    620 HERNDON PARKWAY 320
    HERNDON,VA20170     		NONE PC TO FULFILL BOOK ORDERS OF CERTAIN SCHOOLS 24,458
    MICHIGAN WAR DOG MEMORIAL
    25805 MILFORD RD
    SOUTH LYON,MI48178     		NONE PC TO CONTINUE RESTORATION OF THIS HALLOWED GROUND INTO A PARK SETTING AND MAINTAIN THAT SETTING FOR THE PURPOSE OF ALLOWING INTERMENTOF RETIRED MILITARY WORKING DOGS AND RETIRED SERVICE DOGS. 10,000
    NATIONAL MS SOCIETY
    PO BOX 4572
    NEW YORK,NY10163     		NONE PC TO HELP FUND RESEARCH, EDUCATION, PROGRAMS AND SERVICES TO HELP PEOPLE WITH MULTIPLE SCLEROSIS 10,000
    NATIONAL SPORTS CENTER FOR THE DISABLED
    1801 MILE HIGH STADIUM CIRCLE 1500
    DENVER,CO80204     		NONE PC OFFERS ADAPTIVE LESSONS FOR INDIVIDUALS AND GROUPS OF PEOPLE WITH DISABILITIES IN A VARIETY OF ACTION SPORTS, ADVENTURE SPORTS AND COMPETITIVE PROGRAMS. 20,000
    OKEECHOBEE COUNTY SHERIFF S OFFICE
    504 NW 4TH ST
    OKEECHOBEE,FL34972     		NONE GOV TO REDUCE CRIME, THE FEAR OF CRIME, AND IMPROVE THE QUALITY OF LIFE OF OKEECHOBEE'S RESIDENTS 25,000
    PARK HIGH SCHOOL FOUNDATION
    102 VIEW VISTA DR
    LIVINGSTON,MT59047     		NONE PC TO PROVIDE A HIGHER LEARNING EXPERIENCE TO STUDENTS. 1,000
    PAWS WITH A CAUSE
    4646 DIVISION
    WAYLAND,MI49348     		NONE PC ENHANCES THE INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES NATIONALLY THROUGH CUSTOM-TRAINED ASSOCIATION DOGS. 20,000
    PORT ST LUCIE POLICE FOUNDATION
    121 SW PORT ST LUCIE BLVD
    PORT ST LUCIE,FL34984     		NONE GOV TO HELP SUPPORT LOCAL POLICE OFFICERS 25,000
    PROJECT NEWF LLC
    22 GRAND BAY CIRCLE
    JUNO BEACH,FL33408     		NONE PC TO HELP EDUCATE PEOPLE ABOUT SERVICE DOGS, THERAPY DOGS, AND THE DIFFERENCE BETWEEN THEM, AND ABOUT BEING AN AUTHOR AND THE IMPORTANCE OF READING AND WRITING IN A FUN AND ENGAGING WAY. 3,901
    SAVE THE CHIMPS
    16891 CAROLE NOON LANE
    FORT PIERCE,FL34945     		NONE PC FOR ANIMAL RESCUE AND CARE SERVICES 250,000
    SHAGGANAPPI NEWFOUNDLAND CHARITABLE FOUNDATION
    22 GRAND BAY CIR
    JUNO BEACH,FL33408     		NONE PC TO HELP EDUCATE PEOPLE ABOUT SERVICE DOGS, THERAPY DOGS, AND THE DIFFERENCE BETWEEN THEM, AND ABOUT BEING AN AUTHOR AND THE IMPORTANCE OF READING AND WRITING IN A FUN AND ENGAGING WAY 7,710
    ST LABRE INDIAN SCHOOL
    112 ST LABRE CAMPUS DRIVE
    ASHLAND,MT59003     		NONE GOV TO PROVIDE QUALITY EDUCATION AND FAITH AND TO EMBRACE NATIVE AMERICAN CULTURES. 23,420
    ST LUCIE CTY SHER CRIME PREVENTION FUND
    4700 W MIDWAY ROAD
    FORT PIERCE,FL34981     		NONE GOV TO ASSIST IN PREVENTING AND REDUCING CRIMINAL ACTIVITY IN THE BUSINESS COMMUNITY 25,000
    THERAPEUTIC RIDING INCORPORATED
    3425 EAST MORGAN ROAD
    ANN ARBOR,MI48108     		NONE PC TO HELP PROVIDE A THERAPEUTIC ENVIRONMENT THROUGH HORSEBACK RIDING AND OTHER ACTIVITIES FOR PEOPLE WITH DISABILITIES OR OTHER CHALLENGES. 45,000
    US OLYMPIC & PARALYMPIC FOUNDATION
    1 OLYMPIC PLAZA
    COLORADO,CO80909     		NONE PC TO GENERATE CRITICAL FINANCIAL RESOURCES THAT HELP TEAM USA ATHLETES REACH THEIR FULL POTENTIAL, BOTH ON AND OFF THE FIELD OF PLAY 48,000
    UNIVERSITY OF MICHIGAN - DEARBORN
    4901 EVERGREEN RD
    DEARBORN,MI48128     		NONE GOV TO COMMIT TO EXCELLENCE IN TEACHING, LEARNING, RESEARCH AND SCHOLARSHIP, AS WELL AS ACCESS, AFFORDABILITY AND IMPACT. 20,000
    WARRIOR DOG FOUNDATION
    5930 ROYAL LANE SUITE 355
    DALLAS,TX75230     		NONE PC TO GIVE RETIRED MILITARY DOGS A PLACE TO LIVE OUT THEIR GOLDEN YEARS HAVING FUN ON A RANCH WITH DIGNITY AND RESPECT 30,000
    WOLF HAVEN INTERNATIONAL
    3111 OFFUT LAKE RD SE
    TENINO,WA98589     		NONE PC TO CONSERVE AND PROTECT WOLVES AND THEIR HABITAT. 35,000
    Total .................................bullet 3a 1,209,089
    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 51,089  
    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 ............     		    18 557,449  
    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) .. 0 1,247,892 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,247,892
    (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 InvestmentsCorpStockSchedule
    Name:
    RONALD J WOODS CHARITABLE TRUST
    EIN:
    65-6252291
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS #686-9 17,623,285 22,895,651

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RONALD J WOODS CHARITABLE TRUST
    EIN:
    65-6252291
    US Government Securities - End of Year Book Value:

    3,025,485
    US Government Securities - End of Year Fair Market Value:

    3,036,446
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherExpensesSchedule
    Name:
    RONALD J WOODS CHARITABLE TRUST
    EIN:
    65-6252291
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 161 161   0


    TY 2021 OtherIncreasesSchedule
    Name:
    RONALD J WOODS CHARITABLE TRUST
    EIN:
    65-6252291
    Description Amount
    PRIOR PERIOD ADJUSTMENT (NO TAX EFFECT) 260,318


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RONALD J WOODS CHARITABLE TRUST
    EIN:
    65-6252291
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 91,095 91,095   0
    CONSULTING FEES 214,000 0   214,000


    TY 2021 TaxesSchedule
    Name:
    RONALD J WOODS CHARITABLE TRUST
    EIN:
    65-6252291
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 11,296 11,296   0