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 07-01-2021 , and ending 06-30-2022
Name of foundation
PRINCE ELDRED AND SARAH WOOTEN FOUN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

56-6429281
B Telephone number (see instructions)

(843) 720-5111
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$1,663,091J 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 60 60  
4 Dividends and interest from securities... 33,509 33,462  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,058
b Gross sales price for all assets on line 6a 487,760
7 Capital gain net income (from Part IV, line 2)... 28,058
8 Net short-term capital gain......... 0
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........ 61,627 61,580  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,120 4,060   4,060
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,182 322   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 11 11    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,313 4,393 0 4,060
25 Contributions, gifts, grants paid....... 92,000 92,000
26 Total expenses and disbursements. Add lines 24 and 25 107,313 4,393 0 96,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -45,686
b Net investment income (if negative, enter -0-) 57,187
c Adjusted net income (if negative, enter -0-)... 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............. 16    
2 Savings and temporary cash investments......... 17,607 73,058 73,058
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 576,408 Click to see attachment365,406 433,701
c Investments—corporate bonds (attach schedule)....... 337,149 Click to see attachment259,307 212,500
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 766,005 Click to see attachment953,650 943,832
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) 1,697,185 1,651,421 1,663,091
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
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........ 1,697,185 1,651,421
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,697,185 1,651,421
30 Total liabilities and net assets/fund balances (see instructions). 1,697,185 1,651,421
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
1,697,185
2
Enter amount from Part I, line 27a .....................
2
-45,686
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,463
4
Add lines 1, 2, and 3 ..........................
4
1,653,962
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,541
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,651,421
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 29. ALIBABA GROUP HLDG LTD     2021-09-13
b 193.013 INVESCO DEVELOPING MARKETS FUND   2020-12-22 2021-12-20
c 886.524 INVESCO DEVELOPING MARKETS FUND   2020-08-17 2021-12-20
d 200. AKAMAI TECHNOLOGIES COMMON     2021-12-20
e 27. ANSYS INC     2021-12-20
276. COTERRA ENERGY INC   2021-04-20 2021-12-20
52. CINCINNATI FINANCIAL CORP   2021-04-20 2021-12-20
41. CULLEN FROST BANKERS INC COM     2021-12-20
68. EAST WEST BANCORP INC   2021-04-20 2021-12-20
40. EQUITY LIFESTYLE PROPERTIES REIT   2021-04-20 2021-12-20
35. EXPEDITORS INTERNATIONAL     2021-12-20
6. FACTSET RESH SYS INC     2021-12-20
40. F5 INC   2020-06-12 2021-12-20
8. KYNDRYL HOLDINGS INC   2020-06-12 2021-12-20
78. LENNAR CORPORATION COMMON   2014-08-14 2021-12-20
6. LENNAR CORPORATION COMMON   2021-06-02 2021-12-20
21. MARTIN MARIETTA MATLS COMMON     2021-12-20
209. MICHELIN (CGDE) UNSPONS ADR   2021-04-20 2021-12-20
540. MITSUBISHI UFJ FINANCIAL GROUP INC ADR   2021-04-20 2021-12-20
18. NOVO-NORDISK A S ADR     2021-12-20
66. RPM INC OHIO     2021-12-20
37. SEI INVESTMENTS CO     2021-12-20
80. SONY CORP   2021-04-20 2021-12-20
17. SUN COMMUNITIES INC REIT   2021-04-20 2021-12-20
111. TWITTER INC   2021-04-20 2021-12-20
9. WORKDAY INC-CLASS A     2021-12-20
60. XYLEM INC     2021-12-20
23. YUM CHINA HOLDINGS INC     2021-12-20
44. ALLEGION PLC   2021-04-20 2021-12-20
.75 COMMERCE BANCSHARES, INC.   2021-04-20 2021-12-28
25. AMERIPRISE FINANCIAL INC   2021-04-20 2022-01-04
25. CERNER CORP   2017-03-23 2022-01-04
4. CERNER CORP   2021-04-20 2022-01-04
57. COMMERCE BANCSHARES, INC.   2021-04-20 2022-01-04
152. ELANCO ANIMAL HEALTH INC   2021-04-20 2022-01-04
25. PARKER HANNIFIN CORP   2021-04-20 2022-01-04
49. PHILLIPS 66   2021-04-20 2022-01-04
84. ROCHE HLDG LTD SPONS ADR     2022-01-04
75. SCHLUMBERGER LTD     2022-01-04
60. TYSON FOODS, INC. COMMON     2022-01-04
59. WALGREENS BOOTS ALLIANCE INC     2022-01-04
17. YUM! BRANDS, INC. COMMON     2022-01-04
110. JOHNSON CONTROLS INTERNATIONAL PLC   2021-04-20 2022-01-04
55. MEDTRONIC PLC     2022-01-04
85. ALCON INC     2022-01-04
28. CHUBB LTD   2021-04-20 2022-01-04
25. AUTODESK, INC. COMMON     2022-01-31
6. AUTOMATIC DATA PROCESSING INC     2022-01-31
8. CISCO SYSTEMS   2021-04-20 2022-01-31
46. CISCO SYSTEMS   2012-09-26 2022-01-31
86. ORACLE SYSTEM CORPORATION     2022-01-31
1110. ISHARES MSCI EMERGING MKTS INDEX FUND     2022-03-14
5. BOEING COMPANY   2021-04-20 2022-03-16
24. BOEING COMPANY   2021-03-03 2022-03-16
25. 3M COMPANY COMMON   2020-06-12 2022-03-16
7159.225 DOUBLELINE TTL RTRN BND-R6     2022-06-09
40. INTERNATIONAL BUSINESS MACHINES CORP   2020-06-12 2022-06-09
98. MICROCHIP TECHNOLOGY INC   2021-04-20 2022-06-09
55. MONSTER BEVERAGE CORP     2022-06-09
102. NOVARTIS AG     2022-06-09
26. PAYPAL HOLDINGS INC   2021-04-20 2022-06-09
250. PFIZER INCORPORATED   2020-06-12 2022-06-09
8. REGENERON PHARMACEUTICALS INC     2022-06-09
2842.85 EATON VANCE FLOATING RATE-R6     2022-06-21
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(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 4,793   6,793 -2,000
b 8,799   10,000 -1,201
c 40,417   40,000 417
d 22,743   10,775 11,968
e 10,397   9,810 587
5,334   4,527 807
5,679   5,545 134
4,937   4,585 352
4,942   4,838 104
3,299   2,730 569
4,437   3,400 1,037
2,817   1,863 954
9,168   5,644 3,524
138   230 -92
8,151   2,831 5,320
627   592 35
8,780   7,242 1,538
6,404   6,176 228
2,924   2,862 62
1,870   1,284 586
6,229   6,154 75
2,138   2,148 -10
9,490   8,672 818
3,348   2,730 618
4,710   7,288 -2,578
2,415   2,198 217
6,798   6,443 355
1,093   1,377 -284
5,435   5,798 -363
52   53 -1
7,940   6,030 1,910
2,313   1,418 895
370   302 68
4,061   4,039 22
4,250   4,671 -421
8,083   7,753 330
3,827   3,707 120
4,235   3,421 814
2,495   2,091 404
5,387   4,694 693
3,171   3,138 33
2,339   1,814 525
8,892   6,712 2,180
5,847   7,030 -1,183
7,314   6,282 1,032
5,442   4,504 938
6,207   6,891 -684
1,226   1,056 170
445   414 31
2,559   851 1,708
6,964   5,951 1,013
46,719   46,379 340
938   1,167 -229
4,501   5,504 -1,003
3,615   3,893 -278
67,297   77,842 -10,545
5,592   4,627 965
6,704   7,350 -646
4,993   4,840 153
8,905   7,167 1,738
2,236   6,835 -4,599
13,128   7,992 5,136
4,746   3,749 997
23,539   25,000 -1,461
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
      3,116
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       -2,000
b       -1,201
c       417
d       11,968
e       587
      807
      134
      352
      104
      569
      1,037
      954
      3,524
      -92
      5,320
      35
      1,538
      228
      62
      586
      75
      -10
      818
      618
      -2,578
      217
      355
      -284
      -363
      -1
      1,910
      895
      68
      22
      -421
      330
      120
      814
      404
      693
      33
      525
      2,180
      -1,183
      1,032
      938
      -684
      170
      31
      1,708
      1,013
      340
      -229
      -1,003
      -278
      -10,545
      965
      -646
      153
      1,738
      -4,599
      5,136
      997
      -1,461
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,058
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........................... 3 795
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- ..... 5 795
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,596
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,596
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 2,801
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet796 RefundedBullet 11 2,005
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletSC
    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 addressbullet  
    14
    The books are in care ofbulletTRUIST BANK NA Telephone no.bullet (843) 720-5111

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet328919798
    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
    TRUIST BANK N A TRUSTEE
    1     		8,120    
    PO BOX 919798
    ORLANDO,FL32891
    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.........................bullet  
    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
    1,947,660
    b
    Average of monthly cash balances.......................
    1b
    66,294
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,013,954
    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
    2,013,954
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    30,209
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,983,745
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    99,187
    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
    99,187
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    795
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    795
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    98,392
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,000
    5
    Add lines 3 and 4............................
    5
    99,392
    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
    99,392
    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 99,392
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 86,783
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 96,060
    a Applied to 2020, but not more than line 2a 86,783
    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..... 9,277
    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 ..........     		90,115
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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 e-mail address of the person to whom applications should be addressed:
    TRUIST BANK N A
    1201 MAIN ST FL 8TH
    COLUMBIA,SC292013200
    (803) 251-1377
    bThe form in which applications should be submitted and information and materials they should include:
    EXEMPT STATUS, FED ID#, NAME OF ORGANIZATION PURPOSE OF ORGANIZATION, DUTIES OF ORGANIZATION
    cAny submission deadlines:
    NO SUBMISSION DEADLINE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS OR LIMITATIONS ON AWARDS
    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
    HORRY COUNTY MUSEUM FOUNDATION
    PO BOX 1363
    CONWAY,SC29528     		NONE PC GENERAL OPERATING 2,000
    WAKE FOREST UNIVERSITY AHTLETICS
    ATTN MIKE PISCETELLI
    499 DEACON BLVD
    WINSTON SALEM,NC27105     		NONE PC GENERAL OPERATING 13,300
    HORRY COUNTY MEMORIAL LIBRARY
    4316 MAIN STREET
    LORIS,SC29569     		NONE PC GENERAL OPERATING 1,000
    FIRST TEE OF GREATER PHILADELPHIA IN
    800 WALNUT LANE
    PHILADELPHIA,PA19145     		NONE PC GENERAL OPERATING 1,000
    CLARKTON PRESBYTERIAN CHURCH
    10433 N COLLEGE STREET
    CLARKTON,NC28433     		NONE PC GENERAL OPERATING 1,000
    COASTAL LIFE COMMUNITY CHURCH
    4720 NORTHGATE BLVD
    Myrtle Beach,SC29588     		NONE PC GENERAL OPERATING 1,000
    CAMP DIVERSITY FOUNDATION
    18 EDEN ROCK LN
    Black Mountain,NC28711     		NONE PC GENERAL OPERATING 2,000
    PATRICIA NEAL REHABILITATION CENTER
    1901 W CLINCH AVENUE
    KNOXVILLE,TN37916     		NONE PC GENERAL OPERATING 2,000
    BEE MIGHTY
    ATTN JOANNA KAY
    338 S SHARON AMITY RD 515
    CHARLOTTE,NC28211     		NONE PC GENERAL OPERATING 2,000
    SOUP KITCHEN OF SPARTANBURG INC
    438 N CHURCH STREET
    SPARTANBURG,SC29303     		NONE PC GENERAL OPERATING 4,000
    FRANCIS B FORD CANCER TREATMENT
    CENTER
    2405 N FRASER STREET SUITE 2
    GEORGETOWN,SC29440     		NONE PC GENERAL OPERATING 1,500
    LORIS SEACOAST HEALTHCARE
    FOUNDATION
    4000 HWY 9 EAST
    LITTLE RIVER,SC29566     		NONE PC GENERAL OPERATING 1,000
    HOMES FOR OUR TROOPS INC
    6 MAIN STREET
    TAUNTON,MA02780     		NONE PC GENERAL OPERATING 2,000
    SOUTHEASTERN COMMUNITY COLLEGE
    FOUNDATION INC
    PO BOX 151
    WHITEVILLE,NC28472     		NONE PC GENERAL OPERATING 4,000
    SOUTH CAROLINA HISTORICAL
    SOCIETY
    100 MEETING STREET
    CHARLESTON,SC29401     		NONE PC GENERAL OPERATING 2,500
    CONNIE MAXWELL CHILDREN'S HOME
    C/O DR BEN DAVIS PRESIDENT
    PO BOX 1178
    GREENWOOD,SC29648     		NONE PC GENERAL OPERATING 3,000
    COASTAL EDUCATIONAL FOUNDATION
    INC
    RT 6 BOX 275
    CONWAY,SC29526     		NONE PC GENERAL OPERATING 5,000
    BROOKGREEN GARDENS
    P O BOX 3368
    PAWLEYS ISLAND,SC29585     		NONE PC GENERAL OPERATING 2,500
    BELLE W BARUCH FOUNDATION
    22 HOBCAW ROAD
    GEORGETOWN,SC29440     		NONE PC GENERAL OPERATING 2,500
    MOBILE MEAL SERVICE OF
    SPARTANBURG COUNTY INC
    P O BOX 461
    SPARTANBURG,SC29304     		NONE PC GENERAL OPERATING 3,000
    FIRST PRESBYTERIAN CHURCH OF LORIS
    P O BOX 425
    LORIS,SC29569     		NONE PC GENERAL OPERATING 7,000
    CAROLINA MASTER CHORALE INC
    1811 OAK STREET SUITE 6
    MYRTLE BEACH,SC29577     		NONE PC GENERAL OPERATING 2,000
    MAPLE BAPTIST CHURCH
    4500 HWY 65
    CONWAY,SC29526     		NONE PC GENERAL OPERATING 1,000
    HABITAT FOR HUMANITY
    INTERNATIONAL INC
    2270 S PINE ST
    SPARTANBURG,SC293024346     		NONE PC GENERAL OPERATING 2,000
    LONG BAY SYMPHONIC SOCIETY LTD
    1107 48TH AVE NORTH SUITE 310-E
    MYRTLE BEACH,SC29577     		NONE PC GENERAL OPERATING 4,000
    SPARTANBURG REGIONAL HEALTHCARE
    SYSTEM FOUNDATION
    101 E WOOD STREET
    SPARTANBURG,SC29303     		NONE PC GENERAL OPERATING 2,000
    CLEMSON UNIVERSITY OFFICE OF
    DEVELOPMENT ATTN BRANDY PAGE
    110 DANIEL DRIVE
    CLEMSON,SC29631     		NONE PC GENERAL OPERATING 6,000
    FIRST UNITED METHODIST CHURCH OF
    CONWAY
    1001 FIFTH AVENUE
    CONWAY,SC29526     		NONE PC GENERAL OPERATING 3,000
    THE SALVATION ARMY
    P O BOX 2909
    SPARTANBURG,SC29304     		NONE PC GENERAL OPERATING 2,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL OPERATING 1,700
    MERCY CARE
    8216 DEVON COURT
    MYRTLE BEACH,SC29572     		NONE PC GENERAL OPERATING 1,000
    RKPRAISE MINISTRIES LLC
    PO BOX 3143
    CONWAY,SC29528     		NONE PC GENERAL OPERATING 4,000
    Total .................................bullet 3a 92,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 60  
    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 28,058  
    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) ..   61,627  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    61,627
    (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.)
    11 0
    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 InvestmentsCorpBondsSchedule
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Name of Bond End of Year Book Value End of Year Fair Market Value
    258620103 DOUBLELINE TOTAL RET    
    592905764 METROPOLITAN WEST TO 259,307 212,500

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00287Y109 ABBVIE INC 6,371 16,082
    00724F101 ADOBE INC 10,741 7,687
    00971T101 AKAMAI TECHNOLOGIES    
    01609W102 ALIBABA GROUP HOLDIN    
    02079K107 ALPHABET INC CL C 1,047 4,375
    02079K305 ALPHABET INC CL A 4,081 4,359
    023135106 AMAZON.COM INC 40,632 27,615
    03076C106 AMERIPRISE FINANCIAL    
    031162100 AMGEN INC 6,696 7,299
    03662Q105 ANSYS INC    
    052769106 AUTODESK INC    
    053015103 AUTOMATIC DATA PROCE    
    097023105 BOEING CO    
    101137107 BOSTON SCIENTIFIC CO 8,535 8,945
    127097103 CABOT OIL & GAS CORP    
    14040H105 CAPITAL ONE FINANCIA 4,295 5,835
    156782104 CERNER CORP    
    172062101 CINCINNATI FINL CORP    
    17275R102 CISCO SYSTEMS INC    
    191216100 COCA COLA CO 4,905 6,794
    194162103 COLGATE PALMOLIVE CO 1,888 2,004
    20030N101 COMCAST CORP-CL A 9,190 13,734
    200525103 COMMERCE BANCSHARES    
    22052L104 CORTEVA INC 8,650 10,016
    229899109 CULLEN FROST BANKERS    
    235851102 DANAHER CORP 4,389 10,648
    244199105 DEERE & CO 7,002 5,989
    254687106 DISNEY WALT CO NEW 5,597 2,738
    25746U109 DOMINION ENERGY INC 9,687 11,173
    27579R104 EAST WEST BANCORP IN    
    28414H103 ELANCO ANIMAL HEALTH    
    302130109 EXPEDITORS INTL WASH    
    30303M102 META PLATFORMS INC C 8,125 4,838
    303075105 FACTSET RESEARCH SYS    
    31428X106 FEDEX CORPORATION 11,424 13,603
    315616102 F5 NETWORKS INC    
    369550108 GENERAL DYNAMICS COR 4,593 5,531
    452327109 ILLUMINA INC 3,374 1,475
    459200101 INTL BUSINESS MACHIN    
    461202103 INTUIT INC 3,755 19,272
    46120E602 INTUITIVE SURGICAL I 1,469 1,204
    46625H100 JP MORGAN CHASE & CO 6,411 4,842
    478160104 JOHNSON & JOHNSON 4,072 7,100
    526057104 LENNAR CORP-CL A    
    573284106 MARTIN MARIETTA MATL    
    580135101 MCDONALDS CORP 5,903 15,553
    58933Y105 MERCK & CO INC 4,604 13,402
    59410T106 MICHELIN (CGDE) UNSP    
    594918104 MICROSOFT CORP 26,214 28,765
    595017104 MICROCHIP TECHNOLOGY    
    606822104 MITSUBISHI UFJ FINAN    
    61174X109 MONSTER BEVERAGE COR    
    66987V109 NOVARTIS AG SPONSORE    
    670100205 NOVO NORDISK AS SPON    
    67066G104 NVIDIA CORP 6,971 7,883
    68389X105 ORACLE CORPORATION    
    693475105 PNC FINL SVCS GROUP 5,414 5,995
    701094104 PARKER HANNIFIN CORP    
    70450Y103 PAYPAL HOLDINGS INC    
    717081103 PFIZER INC    
    718546104 PHILLIPS 66 656 492
    742718109 PROCTER & GAMBLE CO 12,871 18,405
    747525103 QUALCOMM INC 10,961 10,475
    749685103 RPM INTERNATIONAL IN    
    75886F107 REGENERON PHARMACEUT    
    771195104 ROCHE HOLDING LTD SP    
    784117103 SEI INVESTMENTS COMP    
    79466L302 SALESFORCE INC 5,094 3,961
    806857108 SCHLUMBERGER LTD    
    808513105 CHARLES SCHWAB CORP 10,818 18,954
    835699307 SONY GROUP CORP SPON    
    855244109 STARBUCKS CORP 3,787 2,674
    88579Y101 3M CO    
    90184L102 TWITTER INC    
    902494103 TYSON FOODS INC CL A    
    92826C839 VISA INC CL A 8,221 7,482
    931427108 WALGREENS BOOTS ALLI    
    98138H101 WORKDAY INC-CLASS A    
    98419M100 XYLEM INC    
    988498101 YUM! BRANDS INC    
    98850P109 YUM CHINA HOLDINGS I    
    G0176J109 ALLEGION PLC    
    G51502105 JOHNSON CONTROLS INT    
    G5960L103 MEDTRONIC PLC    
    H01301128 ALCON INC    
    H1467J104 CHUBB LTD    
    N6596X109 NXP SEMICONDUCTORS N 12,248 18,504
    037833100 APPLE INC 31,351 38,282
    007903107 ADVANCED MICRO DEVIC 1,109 841
    025537101 AMERICAN ELEC PWR IN 1,302 1,247
    036752103 ELEVANCE HEALTH INC 989 965
    038222105 APPLIED MATERIALS IN 1,324 1,092
    05722G100 BAKER HUGHES CO 845 664
    060505104 BANK OF AMERICA CORP 1,638 1,463
    09247X101 BLACKROCK INC 1,335 1,218
    110122108 BRISTOL MYERS SQUIBB 1,153 1,155
    142339100 CARLISLE COS INC 1,339 1,193
    166764100 CHEVRON CORP 1,613 1,303
    20825C104 CONOCOPHILLIPS 965 718
    22160K105 COSTCO WHOLESALE COR 1,929 1,917
    260557103 DOW INC 998 774
    345370860 FORD MOTOR CO DEL 1,134 935
    40412C101 HCA HEALTHCARE INC 819 672
    437076102 HOME DEPOT INC 2,132 1,920
    438516106 HONEYWELL INTERNATIO 974 869
    45687V106 INGERSOLL-RAND INC 1,244 1,052
    458140100 INTEL CORP 1,387 1,272
    46266C105 IQVIA HOLDINGS INC 1,099 1,085
    499049104 KNIGHT-SWIFT TRANSN 1,089 1,065
    617446448 MORGAN STANLEY 1,066 989
    65339F101 NEXTERA ENERGY INC 1,180 1,162
    67103H107 O'REILLY AUTOMOTIVE 1,262 1,264
    723787107 PIONEER NATURAL RESO 1,965 1,562
    74762E102 QUANTA SERVICES INC 924 877
    883556102 THERMO FISHER SCIENT 1,651 1,630
    892356106 TRACTOR SUPPLY CO 1,221 1,163
    907818108 UNION PAC CORP 1,327 1,280
    91324P102 UNITEDHEALTH GROUP I 2,479 2,568
    931142103 WALMART INC 1,470 1,459
    G0450A105 ARCH CAPITAL GROUP L 792 773
    G6564A105 NOMAD FOODS LTD 651 660
    G8994E103 TRANE TECHNOLOGIES P 959 909

    TY 2021 InvestmentsOtherSchedule2
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00143W859 INVESCO DEVELOPING M      
    256210105 DODGE & COX INCOME F AT COST 77,688 71,377
    464287234 ISHARES MSCI EMERGIN      
    464287614 ISHARES RUSSELL 1000 AT COST 36,812 42,647
    464287499 ISHARES RUSSELL MIDC AT COST 95,882 93,757
    464287465 ISHARES MSCI EAFE ET AT COST 138,332 133,729
    78462F103 SPDR S&P 500 ETF TRU AT COST 441,879 433,838
    22822V101 CROWN CASTLE INTERNA AT COST 6,703 6,230
    29472R108 EQUITY LIFESTYLE PRO      
    866674104 SUN COMMUNITIES INC      
    464287465 ISHARES MSCI EAFE ET      
    253868103 DIGITAL REALTY TRUST AT COST 680 649
    464287457 ISHARES BARCLAYS 1-3 AT COST 62,209 62,093
    464287655 ISHARES RUSSELL 2000 AT COST 68,465 77,906
    52472T767 BRANDYWINEGLOBAL COR AT COST 25,000 21,606

    TY 2021 OtherDecreasesSchedule
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Description Amount
    2021 TRANSACTIONS POSTED IN 2022 2,455
    ADJUSTMENT TO INCOME 2
    REIT ADJUSTMENT 70
    ROUNDING 14


    TY 2021 OtherExpensesSchedule
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 11 11   0


    TY 2021 OtherIncreasesSchedule
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 1,463
    RECOVERY 1,000


    TY 2021 TaxesSchedule
    Name:
    PRINCE ELDRED AND SARAH WOOTEN FOUN
    EIN:
    56-6429281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 177 177   0
    FEDERAL TAX PAYMENT - PRIOR YE 5,068 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,792 0   0
    FOREIGN TAXES ON QUALIFIED FOR 109 109   0
    FOREIGN TAXES ON NONQUALIFIED 36 36   0