Form990-PF
Click to see attachment
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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
Charles R Wood Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-2237193
B Telephone number (see instructions)

(800) 839-1754
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$53,371,140J 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) 3,217,397
2 Check bullet.............
3 Interest on savings and temporary cash investments 346 346  
4 Dividends and interest from securities... 575,626 575,626  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,595,696
b Gross sales price for all assets on line 6a 15,372,922
7 Capital gain net income (from Part IV, line 2)... 3,739,332
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)....... Click to see attachment 1,504 15,717  
12 Total. Add lines 1 through 11........ 7,390,569 4,331,021  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 250 0 0 250
c Other professional fees (attach schedule).... Click to see attachment 153,661 150,575   3,086
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,103 1,635    
19 Depreciation (attach schedule) and depletion... Click to see attachment 65,295    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 500     500
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 168,180 57,178   110,950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 414,989 209,388 0 114,786
25 Contributions, gifts, grants paid....... 1,885,136 1,885,136
26 Total expenses and disbursements. Add lines 24 and 25 2,300,125 209,388 0 1,999,922
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,090,444
b Net investment income (if negative, enter -0-) 4,121,633
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.............      
2 Savings and temporary cash investments......... 1,141,223 759,233 759,233
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,434    
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) 4,686,612 Click to see attachment3,982,993 4,037,511
b Investments—corporate stock (attach schedule)....... 22,542,018 Click to see attachment28,537,126 41,174,051
c Investments—corporate bonds (attach schedule)....... 3,154,101 Click to see attachment3,128,154 3,117,955
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,752,144 Click to see attachment3,145,515 4,182,390
14 Land, buildings, and equipment: basis bullet3,270,276
Less: accumulated depreciation (attach schedule) bullet2,207,242 1,128,329 Click to see attachment1,063,034 100,000
15 Other assets (describe bullet) 89,125    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,494,986 40,616,055 53,371,140
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 35,494,986 40,616,055
29 Total net assets or fund balances (see instructions)..... 35,494,986 40,616,055
30 Total liabilities and net assets/fund balances (see instructions). 35,494,986 40,616,055
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
35,494,986
2
Enter amount from Part I, line 27a .....................
2
5,090,444
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
30,625
4
Add lines 1, 2, and 3 ..........................
4
40,616,055
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
40,616,055
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      
b Passthrough K1 Capital Gain/(Loss)      
c BJORN WINBALDS - STONEWARE LARGE LADY D 2019-05-01 2021-09-23
d CARVED DEAL TABLE D 2018-04-18 2021-09-23
e MEXICAN POTTERY VESSEL IN FORM OF COW D 2018-04-18 2021-09-23
POPLITEO - PLUM & ASPARAGAS D 2018-04-18 2021-09-23
NAIN SILK RUG D 2018-04-18 2021-09-23
TABLE - CAST IRON & MARBLE D 2018-04-18 2021-09-23
EDWARD MARSHALL BOEHM - PAINTED BISUE FLORAL BOUQUET D 2019-05-01 2021-09-23
MIRO LITHO D 2019-05-01 2021-09-23
POPLITEO - PEAR D 2019-05-01 2021-09-23
DISTRIBUTIONS IN EXCESS OF BASIS      
(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 15,372,922   11,704,988 3,667,934
b       77,925
c     0 0
d     1,500 -1,500
e     175 -175
    800 -800
    900 -900
    400 -400
    0 0
    20,000 -20,000
    0 0
      17,248
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       3,667,934
b        
c       0
d       -1,500
e       -175
      -800
      -900
      -400
      0
      -20,000
      0
       
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 3,739,332
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  
3 Add lines 1 and 2........................... 3 57,291
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 57,291
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 32,615
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,815
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 1,524
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,524 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Dean J BeckosClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Reeves CourtneyClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael Della BellaClick to see attachment Trustee, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mark FrostClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Chelsea Hoopes SilverClick to see attachment Trustee, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Linda G TooheyClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Barbara W WagesClick to see attachment Pres, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    C Braden WagesClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Page WagesClick to see attachment Trustee, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Heather WardClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Charlene WoodClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    Bessemer Trust Investment Mgmt 78,851
    2 INTERNATIONAL PLACE 22ND FL
    BOSTON,MA02110
    Foundation Source Administrative 95,823
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Glens Falls National Investment Mgmt 71,724
    250 GLEN STREET PO BOX 2161
    GLEN FALLS,NY12801
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
    46,522,822
    b
    Average of monthly cash balances.......................
    1b
    1,047,931
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,150,997
    d
    Total (add lines 1a, b, and c).........................
    1d
    51,721,750
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    51,721,750
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    775,826
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    50,945,924
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,547,296
    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
    2,547,296
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    57,291
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    57,291
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,490,005
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,490,005
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,490,005
    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 2,490,005
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,962,171
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,999,922
    a Applied to 2020, but not more than line 2a 1,962,171
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 37,751
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,452,254
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 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).)
    NONE
    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:
    Foundation Source
    55 WALLS DRIVE 3RD FL
    FAIRFIELD,CT06824
    PREMIERSUPPORT@FOUNDATIONSOURCE.COM
    bThe form in which applications should be submitted and information and materials they should include:
    WWW.CHARLESRWOODFOUNDATION.COM
    cAny submission deadlines:
    WWW.CHARLESRWOODFOUNDATION.COM
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WWW.CHARLESRWOODFOUNDATION.COM
    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
    ADIRONDACK ARCHITECTURAL HERITAGE
    1745 MAIN ST
    KEESEVILLE,NY12944     		N/A PC Keeseville Waterfront Park- Playground Project 4,000
    ADIRONDACK CENTER FOR WRITING INC
    52 MAIN ST APT 2
    SARANAC LAKE,NY12983     		N/A PC Poetry Alive! High School Writing Retreat 1,500
    ADIRONDACK HISTORICAL ASSOCIATION
    PO BOX 99
    BLUE MOUNTAIN LAKE,NY12812     		N/A PC Adirondack Experience - Artists & Inspiration in the wild 75,000
    ADIRONDACK MEDICAL CENTER
    2233 STATE RTE 86
    SARANAC LAKE,NY12983     		N/A PC Adirondack Health: Portable Ultrasound Unit 34,000
    AIM SERVICES INC
    4227 RTE 50
    SARATOGA SPGS,NY12866     		N/A PC Enhanced Respite Program for School Aged Youth with disabilities 7,200
    ALBANY MEDICAL CENTER
    100 PARK ST
    GLENS FALLS,NY12801     		N/A SO II 3D Tomography Imaging Equipment for The Breast Center at Glens Falls Hospital 37,500
    ALBANY SYMPHONY ORCHESTRA INC
    19 CLINTON AVE
    ALBANY,NY12207     		N/A PC 2021-22 Tiny Tots Concerts 2,500
    AMERICAN CANCER SOCIETY
    PO BOX 1685
    ATLANTA,GA30303     		N/A PC Hope Lodge Burlington Reopening 17,500
    AMORAK YOUTH HOME INC
    PO BOX 661
    HUDSON FALLS,NY12839     		N/A PC Amorak Music Program and Circus Smirkus Camp 2,000
    APPLEBY FOUNDATION INC
    14234 RTE 9N
    AU SABLE FORKS,NY12912     		N/A PC Tahawus Center Gallery Hang System 2,700
    AU SABLE FORKS FREE LIBRARY
    PO BOX 179
    AU SABLE FRKS,NY12912     		N/A PC ADA Stairlift - Commercial grade 7,000
    BELDEN-NOBLE MEMORIAL LIBRARY
    PO BOX 339
    ESSEX,NY12936     		N/A PC Support for Outdoor Children's Programs 500
    BIG BROTHERS BIG SISTERS OF THE SOUTHERN ADIRONDAC
    14 W NOTRE DAME ST
    GLENS FALLS,NY12801     		N/A PC Program Staff and reduction of our waitlist for our littles 10,000
    BOOKS IN KIDS HANDS CORPORATION
    PO BOX 27
    SALEM,NY12865     		N/A PC The Dolly Parton Imagination Library Program 2,800
    BURLINGTON AMATEUR HOCKEY ASSOCIATION INC
    107 CATKIN DR
    SOUTH BURLINGTON,VT05403     		N/A PC Green Mountain Mobile Therapy 5,000
    BUS STOP CLUB INC
    PO BOX 473
    EAST GREENBUSH,NY12061     		N/A PC Hospital Sibling Program 2,500
    CAMP ABILITIES SARATOGA INC
    PO BOX 601
    SARATOGA SPGS,NY12866     		N/A PC 2021 Virtual Camp 1,500
    CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION
    285 SPRUCE GOOSE ST APT 227
    LAS VEGAS,NV89135     		N/A PC Camp Moki 2,000
    CENTER FOR DISABILITY SERVICES INC
    314 S MANNING BLVD
    ALBANY,NY12208     		N/A PC Accessible Playground for Children with Disabilities 20,000
    CHAMPLAIN CHILDRENS LEARNING CENTER INC
    10 CLINTON ST
    ROUSES POINT,NY12979     		N/A PC Technology Upgrades 5,000
    CLINTON COUNTY HISTORICAL ASSOCIATION
    98 OHIO RD
    PLATTSBURGH,NY12903     		N/A PC Plattsburgh Art Project 2,500
    COMFORT FOOD OF WASHINGTON COUNTY
    PO BOX 86
    GREENWICH,NY12834     		N/A PC Relocation and expansion of current food hub operations into the new Farm and Food Hub 55,000
    CVPH FOUNDATION INC
    75 BEEKMAN ST
    PLATTSBURGH,NY12901     		N/A PC Breast Health in the North Country 175,000
    DOLLYWOOD FOUNDATION
    111 E MAIN ST 2ND FLOOR
    SEVIERVILLE,TN37862     		N/A PC Imagination Library Program in the New York counties of Essex, Clinton, Franklin and Hamilton 150,000
    DOUBLE H - HOLE IN THE WOODS RANCH INC
    97 HIDDEN VALLEY RD
    LAKE LUZERNE,NY12846     		N/A PC Camp-Wide Covid Modifications Project 125,000
    EAST BRANCH FRIENDS OF THE ARTS
    PO BOX 768
    KEENE VALLEY,NY12943     		N/A PC Microphone Repository and Sound System 5,000
    ESSEX THEATRE CO INC REMIC
    PO BOX 117
    ESSEX,NY12936     		N/A PC The Effect of Gamma Rays on Man-in-the-Moon Marigolds 1,000
    FAMILIES FIRST IN ESSEX COUNTY INC
    PO BOX 565
    ELIZABETHTOWN,NY12932     		N/A PC Training on Electronic Medical Record 3,600
    FRANKLIN COMMUNITY CENTER INC
    10 FRANKLIN ST
    SARATOGA SPGS,NY12866     		N/A PC Franklin Community Center Expansion Campaign 25,000
    GALLOP TO SUCESS
    1214 CROSS HILL RD
    N BENNINGTON,VT05257     		N/A PC Annual Gallop to Success Camp 2021 1,000
    GRANVILLE RESCUE SQUAD INC
    PO BOX 153
    GRANVILLE,NY12832     		N/A PC to Purchase one Mechanical CPR Device 16,250
    GRASSROOT GIVERS INC
    PO BOX 84
    DELMAR,NY12054     		N/A PC Fund Purchases to Support Children 1,540
    GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES I
    PO BOX 702
    BENNINGTON,VT05201     		N/A PC To support food pantry meals served by the Kitchen Cupboard 1,700
    GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES I
    PO BOX 702
    BENNINGTON,VT05201     		N/A PC To support food pantry meals served by the Kitchen Cupboard 1,700
    GREATER GLENS FALLS SENIOR CITIZEN CENTER INC
    380 GLEN ST
    GLENS FALLS,NY12801     		N/A PC Center Programs including Exercise Programs 2,500
    HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC
    309 COUNTY ROUTE 47 STE 3 PO BOX
    SARANAC LAKE,NY12983     		N/A PC Bereavement Program 3,125
    HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION
    PO BOX 140
    SALEM,NY12865     		N/A PC Return to Full Lunch, Learn & Play Programming 5,000
    HUDSON HEADWATERS HEALTH FOUNDATION INC
    9 CAREY RD
    QUEENSBURY,NY12804     		N/A SO I Mobile Health Program 200,000
    HUDSON RIVER MUSIC HALL PRODUCTIONS
    210 MAIN ST
    HUDSON FALLS,NY12839     		N/A PC Strand Theatre Facade Restoration 20,000
    LAKE GEORGE MUSIC FESTIVAL
    7 STONE PINE LN
    QUEENSBURY,NY12804     		N/A PC Lake George Music Festival - August 18-25, 2021 2,500
    LOOK MEDIA RESOURCE INC
    18 ROOSEVELT AVE
    GLENS FALLS,NY12801     		N/A PC Prevention & Social Change: Think About It in a New Way 6,000
    MERCY CARE FOR THE ADIRONDACKS INC
    185 OLD MILITARY RD
    LAKE PLACID,NY12946     		N/A PC Age-friendly Communities Initiative 5,000
    MORIAH CENTRAL SCHOOL DISTRICT
    39 VIKING LN
    PORT HENRY,NY12974     		N/A GOV Backpacks for at Risk Children 1,250
    MY COMMUNITY NURSE PROJECT INC
    PO BOX 57
    WESTON,VT05161     		N/A PC MCNP Reserve Emergency Fund 2,500
    NATURAL HISTORY MUSEUM OF THE ADIRONDACKS
    45 MUSEUM DR
    TUPPER LAKE,NY12986     		N/A PC Education Programming for Children and Youth 2,500
    NORTH COUNTRY CULTURAL CENTER FOR THE ARTS
    23 BRINKERHOFF ST
    PLATTSBURGH,NY12901     		N/A PC Live-Stream Technology & Digital Platform for Virtual Arts Classroom and Performances 10,000
    NORTH COUNTRY HOME SERVICES
    25 CHURCH ST
    SARANAC LAKE,NY12983     		N/A PC Home Care Aide Training 10,000
    NORTH COUNTRY LIFE FLIGHT INC
    PO BOX 994
    SARANAC LAKE,NY12983     		N/A PC Equipment Upgrade: Ventilator 19,910
    NORTHEAST HEALTH FOUNDATION INC
    310 S MANNING BLVD
    ALBANY,NY12208     		N/A PC The Campaign for Memory Care at the Glen at Hiland Meadows 75,000
    NYSARC INC - SARATOGA COUNTY CHAPTER
    16 SARATOGA BRIDGES BLVD
    BALLSTON SPA,NY12020     		N/A PC Washington Street and Ruggles Road Full Electric Beds, Mattresses and Bed Rails 9,000
    PAINE MEMORIAL FREE LIBRARY
    2 GILLILAND LN
    WILLSBORO,NY12996     		N/A PC 2021 Summer Reading Program 2,150
    PEMBER LIBRARY & MUSEUM
    33 W MAIN ST
    GRANVILLE,NY12832     		N/A PC AWE Learning Platinum Computer Workstation 3,500
    PLATTSBURGH COLLEGE FOUNDATION INC
    101 BROAD ST
    PLATTSBURGH,NY12901     		N/A PC Look to the Stars: #CharacterCountdown 5,000
    REBUILDING TOGETHER-SARATOGA COUNTY
    132 MILTON AVE
    BALLSTON SPA,NY12020     		N/A PC Repairs for Low-Income Families with Children in Warren County 15,000
    REECE SCHOOL
    25 E 104TH ST
    NEW YORK,NY10029     		N/A PC The Reece Foundation- in support of child from Warren, Essex or Saratoga County 3,200
    REGIONAL FOOD BANK OF N E NY INC
    965 ALBANY SHAKER RD
    LATHAM,NY12110     		N/A PC To support specified Adopt-a-Program funds 145,600
    RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NE
    PO BOX 9
    ALBANY,NY12201     		N/A PC Internships in Aging Project (IAP) in the North Country 12,800
    RESPITE SAILING FOR CANCER INC
    240 BATTERY ST
    BURLINGTON,VT05401     		N/A PC Healing Winds Kids Camp 4,000
    RONALD MCDONALD HOUSE CHARITIES OF THE CAPITAL REG
    139 S LAKE AVE
    ALBANY,NY12208     		N/A PC Ronald McDonald Family Retreat at Krantz Cottage in Lake George 10,000
    RUTLAND AREA FOODSHELF
    65 RIVER ST
    RUTLAND,VT05701     		N/A PC To support food pantry meals served 3,400
    SAFE INC OF SCHENECTADY
    1344 ALBANY ST
    SCHENECTADY,NY12304     		N/A PC Infrastructure Investment for Safe House (Shelter for Homeless Youth) 10,000
    SARATOGA CENTER FOR THE FAMILY
    359 BALLSTON AVE
    SARATOGA SPGS,NY12866     		N/A PC Mental Health Therapy Wellness Support for Children & Their families 5,000
    SARATOGA SPRINGS PERFORMING ARTS CENTER INC
    108 AVE OF THE PINES
    SARATOGA SPRINGS,NY12866     		N/A PC Re-opening the Lewis A. Swyer School of the Arts 50,000
    SHIRE KIDS CORP
    PO BOX 218
    DORSET,VT05251     		N/A PC Dolly Parton's Imagination Library in Bennington County and Danby, VT 5,000
    SOUTHERN VERMONT ARTS CENTER INCORPORATED
    930 SOUTHERN VERMONT ARTS CENTER DR
    MANCHESTER,VT05254     		N/A PC Many Americas Exhibition 2,500
    SPECIAL OLYMPICS NEW YORK INC
    94 NEW KARNER RD STE 208
    ALBANY,NY12203     		N/A PC Capital District Region Young Athletes Expansion 10,000
    SPRINGFIELD FAMILY CENTER INC
    365 SUMMER ST
    SPRINGFIELD,VT05156     		N/A PC Community Nourishment 3,000
    ST JOHNS EPISCOPAL CHURCH
    ONE N MARKET ST PO BOX 395
    JOHNSTOWN,NY12095     		N/A PC Building Renovations 50,000
    SUNNYVIEW HOSPITAL AND REHABILITATION CENTER FOUND
    1270 BELMONT AVE
    SCHENECTADY,NY12308     		N/A SO I Screening for Success: Upgrade Hearing Equipment to Improve Outcomes for Children 16,800
    TANNERY POND CENTER FOR ARTS EDUCATION & COMMUNITY
    PO BOX 54
    NORTH CREEK,NY12853     		N/A PC 2021 Concert Series & Children's Art Enrichment 6,160
    THE DEPOT THEATRE INC
    PO BOX 414
    WESTPORT,NY12993     		N/A PC Depot Theatre: Historic Property Exterior Painting 16,000
    THE FAMILY COUNSELING CENTER OF FULTON COUNTY INC
    11-21 BROADWAY ST
    GLOVERSVILLE,NY12078     		N/A PC Mobile Crisis Unit Expansion 25,000
    THE HYDE COLLECTION TRUST
    161 WARREN ST
    GLENS FALLS,NY12801     		N/A PC General & Unrestricted (see general explanation) 95,975
    THE HYDE COLLECTION TRUST
    161 WARREN ST
    GLENS FALLS,NY12801     		N/A PC REIMAGINE: The Visitor Experience and Accessibility project 100,000
    TICONDEROGA CENTRAL SCHOOL DISTRICT
    5 CALKINS PL
    TICONDEROGA,NY12883     		N/A GOV Ticonderoga Area Backpack Program 2021/2022 School year 15,000
    TICONDEROGA EMERGENCY SQUAD INC
    118 CHAMPLAIN AVE
    TICONDEROGA,NY12883     		N/A PC to Purchase PowerLoad 26,926
    TICONDEROGA FESTIVAL GUILD INC
    PO BOX 125
    TICONDEROGA,NY12883     		N/A PC WeAreInstrumental 3,000
    TRI-COUNTY UNITED WAY INC
    696 UPPER GLEN ST
    QUEENSBURY,NY12804     		N/A PC Packs for Kids Program 5,000
    UNITED WAY OF THE ADIRONDACK REGION INC
    45 TOM MILLER RD
    PLATTSBURGH,NY12901     		N/A PC Plattsburgh YMCA Fund 10,000
    UPPER VALLEY HAVEN INC
    713 HARTFORD AVE
    WHITE RIVER JUNCTION,VT05001     		N/A PC To support food pantry meals served 3,400
    VANDERHEYDEN HALL INC
    PO BOX 219
    WYNANTSKILL,NY12198     		N/A PC School Cafeteria Freezer Roof 6,200
    VILLAGE OF SARANAC LAKE
    39 MAIN ST STE 9
    SARANAC LAKE,NY12983     		N/A GOV Music on the Green Summer Concert Series 1,000
    VNA & HOSPICE OF THE SOUTHWEST REGION INC
    7 ALBERT CREE DR
    RUTLAND,VT05701     		N/A PC Respite Fund 15,000
    WARRENSBURG STUDENT ENRICHMENT FUND INC
    103 SCHROON RIVER RD
    WARRENSBURG,NY12885     		N/A PC Expansion of Enrichment Programs for "In the Zone" 15,000
    WESTON PLAYHOUSE THEATRE
    703 MAIN ST
    WESTON,VT05161     		N/A PC Weston's YoCo (Young Company) Tour 2021 - Seussical, the musical 2,500
    WINGS FALLS QUILTERS GUILD
    PO BOX 4193
    QUEENSBURY,NY12804     		N/A PC Materials for Community Service Quilt Donations 750
    WORLD AWARENESS CHILDRENS MUSEUM
    89 WARREN ST
    GLENS FALLS,NY12801     		N/A PC Worldwide Explorers 2,500
    Total .................................bullet 3a 1,885,136
    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 ...........     		    14 346  
    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 ............     		525990 13,546 18 3,582,150  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -14,320 14 15,381  
    bCLASS ACTION LAWSUIT PROCEEDS     01 443  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -774 4,173,946  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,173,172
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    Charles R Wood Foundation
     
    Employer identification number

    22-2237193
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    Charles R Wood Foundation
          		Employer identification number
    22-2237193
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Charles Wood Living Trust 2000
    Barbara Wages 52 Laurel Oak Road
     
    Amelia Island, FL32303

    		$ 3,217,397


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 DEERE CO - 2.650% - 01/06/2022 24422ETL3, 20000 sh. $ 20,473 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD TOTAL BOND MARKET INDEX FD ADM VBTLX, 6459.948 sh. $ 74,419 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 APPLE - 2.850% - 05/06/2021 037833AR1, 50000 sh. $ 50,120 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SHORT TERM CORPORATE BOND ETF VCSH, 125 sh. $ 10,390 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SHORT TERM CORPORATE BOND ETF VCSH, 1675 sh. $ 139,226 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SHORT TERM CORPORATE BOND ETF VCSH, 600 sh. $ 49,872 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 HOME DEPOT INC HD, 104 sh. $ 28,830 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 HOME DEPOT INC HD, 5 sh. $ 1,386 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 HONEYWELL INTL HON, 137 sh. $ 28,429 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 HONEYWELL INTL HON, 5 sh. $ 1,038 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 INTEL CORP INTC, 449 sh. $ 26,300 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 EXXON MOBIL CORP XOM, 260 sh. $ 12,532 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 EXXON MOBIL CORP XOM, 10 sh. $ 482 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 EXXON MOBIL CORP XOM, 32 sh. $ 1,542 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FEDEX CORPORATION FDX, 93 sh. $ 23,346 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FORTIVE CORPORATION FTV, 175 sh. $ 12,391 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FORTIVE CORPORATION FTV, 33 sh. $ 2,337 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 DUKE ENERGY CO DUK, 91 sh. $ 8,250 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 DUKE ENERGY CO DUK, 5 sh. $ 453 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 ECOLAB INC ECL, 55 sh. $ 12,084 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 ECOLAB INC ECL, 5 sh. $ 1,099 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 EOG RESOURCES INC EOG, 133 sh. $ 8,122 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 EOG RESOURCES INC EOG, 5 sh. $ 305 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 THE COCA-COLA CO KO, 10 sh. $ 502 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 CONSTELLATION BRANDS INC STZ, 65 sh. $ 14,715 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 CONSTELLATION BRANDS INC STZ, 5 sh. $ 1,132 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 COSTCO WHOLESALE CORPORATION COST, 39 sh. $ 14,269 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 WALT DISNEY HOLDINGS CO DIS, 220 sh. $ 38,662 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 WALT DISNEY HOLDINGS CO DIS, 10 sh. $ 1,757 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 BRISTOL-MYERS SQUIBB CO BMY, 15 sh. $ 980 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 BRISTOL-MYERS SQUIBB CO BMY, 191 sh. $ 12,472 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 CHEVRON CORP CVX, 185 sh. $ 17,155 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 CHEVRON CORP CVX, 10 sh. $ 927 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 CHEVRON CORP CVX, 37 sh. $ 3,431 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 THE COCA-COLA CO KO, 202 sh. $ 10,131 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 AMGEN INC AMGN, 110 sh. $ 26,055 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 APPLE INC AAPL, 625 sh. $ 81,231 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 160 sh. $ 37,333 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 BLACKROCK INC BLK, 49 sh. $ 38,333 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 BLACKROCK INC BLK, 5 sh. $ 3,912 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 BRISTOL-MYERS SQUIBB CO BMY, 278 sh. $ 18,153 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FEDERAL HOME LOAN BANKS - 2.625% - 12/1 3130A6ZQ3, 50000 sh. $ 55,048 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FEDERAL HOME LOAN BANKS - 3.000% - 03/1 313382GT4, 50000 sh. $ 57,018 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MERCK & CO - 2.800% - 05/18/2023 58933YAF2, 50000 sh. $ 52,969 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 WELLS FARGO CO MTN BE - 3.300% - 09/09/ 94974BGA2, 50000 sh. $ 54,689 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 ALPHABET INC CL A GOOGL, 40 sh. $ 69,674 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 AMAZON COM AMZN, 23 sh. $ 72,588 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 STARBUCKS CORP COM SBUX, 246 sh. $ 25,199 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 STARBUCKS CORP COM SBUX, 10 sh. $ 1,024 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 STRYKER CORPORATION SYK, 103 sh. $ 24,866 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FEDERAL HOME LOAN BANKS - 1.875% - 11/2 3130AABG2, 50000 sh. $ 50,769 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FEDERAL HOME LOAN BANKS - 2.125% - 12/1 3130A9YY1, 50000 sh. $ 54,238 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FEDERAL HOME LOAN BANKS - 2.375% - 09/1 3130ACDQ4, 25000 sh. $ 27,607 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PROCTER GAMBLE CO PG, 210 sh. $ 28,893 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PROCTER GAMBLE CO PG, 15 sh. $ 2,064 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 RAYTHEON TECHNOLOGIES CORP RTX, 135 sh. $ 9,534 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 RAYTHEON TECHNOLOGIES CORP RTX, 5 sh. $ 353 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 RAYTHEON TECHNOLOGIES CORP RTX, 15 sh. $ 1,059 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 SALESFORCE.COM CRM, 250 sh. $ 54,304 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 ORACLE CORP ORCL, 20 sh. $ 1,246 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PAYPAL HOLDINGS, INC PYPL, 200 sh. $ 48,398 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PEPSICO INC PEP, 168 sh. $ 23,876 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PEPSICO INC PEP, 10 sh. $ 1,421 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PFIZER INC PFE, 650 sh. $ 23,988 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PHILLIPS 66 PSX, 65 sh. $ 4,720 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MORGAN STANLEY MS, 550 sh. $ 41,646 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 NETFLIX INC NFLX, 85 sh. $ 42,728 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 NEXTERA ENERGY, INC NEE, 208 sh. $ 16,890 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 NEXTERA ENERGY, INC NEE, 20 sh. $ 1,624 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 NVIDIA CORP NVDA, 38 sh. $ 20,528 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 ORACLE CORP ORCL, 431 sh. $ 26,843 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 JOHNSON & JOHNSON JNJ, 10 sh. $ 1,576 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 JP MORGAN CHASE JPM, 325 sh. $ 45,320 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MASCO CORP MAS, 500 sh. $ 28,328 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MERCK & CO INC MRK, 305 sh. $ 25,252 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MERCK & CO INC MRK, 20 sh. $ 1,656 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MICROSOFT CORP MSFT, 300 sh. $ 64,604 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 T. ROWE PRICE GROWTH STOCK PRUFX, 691.394 sh. $ 66,858 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 INTEL CORP INTC, 20 sh. $ 1,172 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 INTERCONTINENTAL EXCHANGE, INC ICE, 164 sh. $ 19,359 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 INT'L FLAVORS & FRAGRANCES INC IFF, 81 sh. $ 9,895 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 INT'L FLAVORS & FRAGRANCES INC IFF, 5 sh. $ 611 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 JOHNSON & JOHNSON JNJ, 237 sh. $ 37,352 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VULCAN MATERIALS CO VMC, 5 sh. $ 818 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 CLEARBRIDGE INTERNATIONAL GROWTH TRUST LMGNX, 858.798 sh. $ 59,300 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 COLUMBIA FDS SRS TR I DIVIDEND INCOME F GSFTX, 3377.895 sh. $ 89,379 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 GUGGENHEIM RISK MANAGED REAL ESTATE FUN GURIX, 2700.726 sh. $ 81,562 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 NUVEEN PREFERRED SECURITIES FUND - CL R NPSRX, 4043.777 sh. $ 71,009 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 NUVEEN PREFERRED SECURITIES FUND - CL R NPSRX, 2925.86 sh. $ 51,378 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 UNION PACIFIC UNP, 175 sh. $ 38,007 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 UNITEDHEALTH GROUP INC UNH, 66 sh. $ 23,365 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VERIZON COMMUNICATIONS VZ, 420 sh. $ 23,967 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VERIZON COMMUNICATIONS VZ, 20 sh. $ 1,141 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VISA INC V, 275 sh. $ 57,699 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VULCAN MATERIALS CO VMC, 69 sh. $ 11,283 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD 500 INDEX FUND ADM VFIAX, 196.129 sh. $ 68,984 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SHORT TERM CORPORATE BOND ETF VCSH, 183 sh. $ 15,211 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SHORT TERM CORPORATE BOND ETF VCSH, 17 sh. $ 1,413 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 THERMO FISHER SCIENTIFIC INC TMO, 60 sh. $ 30,143 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 TJX COMPANIES INC TJX, 350 sh. $ 23,793 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 TJX COMPANIES INC TJX, 20 sh. $ 1,360 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD TOTAL BOND MARKET INDEX FD ADM VBTLX, 5584.192 sh. $ 64,330 2021-01-13
    Schedule B (Form 990) (2021)
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 T. ROWE PRICE NEW ASIA FUND I CLASS PNSIX, 3489.526 sh. $ 92,438 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD MID-CAP INDEX FD ADMIRAL SHS VIMAX, 919.59 sh. $ 243,305 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SMALL CAP INDEX FD ADMIRAL SHS VSMAX, 559.647 sh. $ 55,080 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SMALL CAP INDEX FD ADMIRAL SHS VSMAX, 577.845 sh. $ 56,872 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 VANGUARD SMALL CAP INDEX FD ADMIRAL SHS VSMAX, 2.554 sh. $ 251 2021-01-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Charles R Wood Foundation
          		Employer identification number

    22-2237193
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN REVIEW 250     250

    TY 2021 CompensationExplanation
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Person Name Explanation
    Dean J Beckos *Removed from foundation in 2021
    Michael Della Bella *Removed from foundation in 2021
    Heather Ward *Removed from foundation in 2021

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING - DOUBLE   2,611,800 1,828,260 SL 40 65,295      
    FURNITURE AND FIXT   149,379 149,379 SL          
    LAND - DOUBLE H RA   344,789   L          
    LAND IMP - DOUBLE   64,886 64,886 SL 30        
    MACHINERY & EQUIPM   99,422 99,422 SL          

    TY 2021 GeneralExplanationAttachment
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Identifier Return Reference Explanation
    IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF COLLECTIBLES: FAIR MARKET VALUE AT DATE OF DONATION TOTAL FAIR MARKET VALUE OF PROPERTY: $95,975 TOTAL BOOK VALUE OF PROPERTY: $65,350 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $95,975 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $30,625 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: ADOLF DEHN - NUNS PAINTING THE DEVIL: THE GREAT GOD PAN UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: AFRICAN CARVED STOOL - ELEPHANT FROM PEDESTAL UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: BJORN WINBALDS - LARGE CHEESE SHAPE JARDINAIR UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: CHINESE CARVED HARSTONE MAIDEN - TIGER'S EYE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: CHINESE CARVED IVORY MAIDEN UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.10 BOOK VALUE OF PROPERTY: $0.10 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.10 DESCRIPTION OF PROPERTY: CHINESE CARVED JADE TRIPOD VESSEL UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: CHINESE JADE BIRDS - PAIR UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: CHINESE PARROTS - PAIR UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: CHINESES CARVED IVORY HORSES UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: AMERICAN CARVED CAROUSEL ELEPHANT UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $10,000.00 BOOK VALUE OF PROPERTY: $10,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,000.00 DESCRIPTION OF PROPERTY: BOB KANE - GAITE PARISIENNE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $150.00 BOOK VALUE OF PROPERTY: $150.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $150.00 DESCRIPTION OF PROPERTY: DALE CHIHULY - YELLOW SUNBURST UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $4,000.00 BOOK VALUE OF PROPERTY: $4,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $4,000.00 DESCRIPTION OF PROPERTY: HARRY JACKSON - THE MARSHALL II UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $5,250.00 BOOK VALUE OF PROPERTY: $5,250.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $5,250.00 DESCRIPTION OF PROPERTY: MILTON HEBALD - MOLLY SEATED UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $2,000.00 BOOK VALUE OF PROPERTY: $2,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,000.00 DESCRIPTION OF PROPERTY: MILTON HEBALD - PAS DE DEUX UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $3,000.00 BOOK VALUE OF PROPERTY: $3,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $3,000.00 DESCRIPTION OF PROPERTY: MILTON HEBALD - REFLECTION UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $1,500.00 BOOK VALUE OF PROPERTY: $1,500.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,500.00 DESCRIPTION OF PROPERTY: NICOLA SIMBARI - OLBIA UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $4,000.00 BOOK VALUE OF PROPERTY: $4,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $4,000.00 DESCRIPTION OF PROPERTY: SALMONES: FANTASY PAN-LEGS CROSSED UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $400.00 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $400.00 DESCRIPTION OF PROPERTY: SALMONES: FAUNO UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $500.00 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $500.00 DESCRIPTION OF PROPERTY: SALMONES: HIGH SPIRITS LEAP FROG UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $1,000.00 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,000.00 DESCRIPTION OF PROPERTY: SALMONES: NINO SILVESTRE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $900.00 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $900.00 DESCRIPTION OF PROPERTY: SUSAN HAN PURPLE GLASS SCULPTURE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $2,000.00 BOOK VALUE OF PROPERTY: $2,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,000.00 DESCRIPTION OF PROPERTY: STU MARCISSEN - NEW ORLEANS CLAPBOARD HOUSE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $300.00 BOOK VALUE OF PROPERTY: $300.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $300.00 DESCRIPTION OF PROPERTY: XAVIER CUGAT - FRANCISCAN AND NOVITIATE WITH UMBRELLA UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $500.00 BOOK VALUE OF PROPERTY: $500.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $500.00 DESCRIPTION OF PROPERTY: XAVIER CUGAT - NUN WITH CHILDREN UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $500.00 BOOK VALUE OF PROPERTY: $500.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $500.00 DESCRIPTION OF PROPERTY: ERNEST TROVA - WALKING JACKMAN UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $800.00 BOOK VALUE OF PROPERTY: $800.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $800.00 DESCRIPTION OF PROPERTY: NICOLA SIMBARI - THE TEMPEST UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $6,000.00 BOOK VALUE OF PROPERTY: $6,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $6,000.00 DESCRIPTION OF PROPERTY: RUDOLF CARL GORMAN - SEATED WOMAN W/ TURQOISE BEADS & POT UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $300.00 BOOK VALUE OF PROPERTY: $300.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $300.00 DESCRIPTION OF PROPERTY: S. BARBER - WINDSOR FARMS UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $500.00 BOOK VALUE OF PROPERTY: $500.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $500.00 DESCRIPTION OF PROPERTY: S.ROSENBLUM - DESIGN OF DANCERS UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $800.00 BOOK VALUE OF PROPERTY: $800.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $800.00 DESCRIPTION OF PROPERTY: S.ROSENBLUM - THE MEETING UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $2,500.00 BOOK VALUE OF PROPERTY: $2,500.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,500.00 DESCRIPTION OF PROPERTY: HEBALD: CHILDREN AT PLAY SCULPTURE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $27,825.00 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $27,825.00 DESCRIPTION OF PROPERTY: HEBALD: DANCING FAMILY SCULPTURE UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $20,000.00 BOOK VALUE OF PROPERTY: $20,000.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $20,000.00 DESCRIPTION OF PROPERTY: TERRA COTTA VESSEL - PARTIALLY GLAZED UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $0.01 BOOK VALUE OF PROPERTY: $0.01 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0.01 DESCRIPTION OF PROPERTY: VICTOR SALMONES - PROTECTION UNITS: 1 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: THE HYDE COLLECTION TRUST FMV OF PROPERTY: $1,250.00 BOOK VALUE OF PROPERTY: $1,250.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,250.00
    990-PF, Part I Line 6A 990-PF, Part I Line 6A PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $3,582,150 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $13,546 TOTAL PART I, LINE 6A: $3,595,696 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $15,372,922 BOOK BASIS: $11,862,170 NET GAIN/(LOSS): $3,510,752 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $77,925 DISTRIBUTIONS IN EXCESS OF BASIS NET GAIN/(LOSS): $17,248 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $- BOOK BASIS: $23,775 NET GAIN/(LOSS): $(23,775)

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC - 3.600% - 05/14/20 60,811 58,321
    AIR LEASE CORP MTN CALL MAKE W 54,668 53,890
    AMAZON INC - 1.650% - 05/12/20 29,994 30,050
    AMERICAN HONDA FINANCE - 1.950 17,994 18,108
    ANTHEM INC NOTE - 3.650% - 12/ 59,786 60,379
    APPLE INC - 2.050% - 09/11/202 57,913 55,410
    APPLIED MATERIALS INC - 3.300% 101,699 108,037
    BANK OF AMERICA CORP NOTE - 3. 70,030 73,668
    BLACKROCK INC NOTE CALL MAKE W 54,511 54,581
    BROADCOM INC SER B - 4.700% - 57,090 54,688
    CAPITAL ONE FIN CO - 2.056% - 80,071 80,056
    CHEVRON USA INC NOTE CALL MAKE 59,575 58,804
    CIGNA CORP NEW SER B - 3.750% 32,620 31,225
    CITIGROUP INC NOTE - 3.668% - 75,989 80,944
    COMCAST CORP - 3.700% - 04/15/ 60,836 58,443
    CONAGRA BRANDS INC - 4.600% - 57,006 54,999
    CONSTELLATION BRANDS - 3.150% 55,013 52,783
    D R HORTON INC - 1.400% - 10/1 59,828 58,063
    DEERE CO - 2.650% - 01/06/2022 20,401 20,003
    ENERGY TRANSFER OP LP - 5.875% 27,757 26,910
    ENTERGY LA LLC - 0.620% - 11/1 54,990 54,561
    ESTEE LAUDER COS INC - 2.600% 60,512 57,018
    FLORIDA PWR - 2.750% - 06/01/2 30,697 30,574
    GENERAL MOTORS - 4.350% - 04/0 33,365 32,322
    GM FINANCIAL - 4.000% - 01/15/ 16,400 15,940
    JABIL CIRCUIT INC - 4.700% - 0 59,227 56,454
    JP MORGAN CHASE - 3.125% - 01/ 200,593 210,015
    JP MORGAN CHASE BANK - 4.203% 30,689 30,227
    JPMORGAN CHASE &CO - 2.069% - 27,269 26,775
    LOWES COS INC - 3.100% - 05/03 100,755 106,757
    LOWES COS INC NOTE CALL - 2.50 54,056 57,280
    MCDONALDS CORP - 3.300% - 07/0 60,083 58,324
    MERCK & CO - 2.800% - 05/18/20 52,850 51,475
    MORGAN STANLEY - 1.512% - 07/2 55,013 54,165
    NEXTERA ENERGY CAP HLDGS INC B 55,283 54,726
    ORACLE CORP SR GLBL NT - 2.500 55,938 55,189
    PAYPAL HLDGS INC - 1.650% - 06 56,590 55,676
    PFIZER INC - 2.950% - 03/15/20 64,967 67,664
    PIONEER NAT RES CO NOTE CALL M 60,274 58,301
    PUBLIC STORAGE - 1.850% - 05/0 55,012 54,906
    QUALCOMM NOTE - 2.900% - 05/20 44,780 46,895
    ROPER TECHNOLOGIES INC - 2.950 60,077 56,886
    ROSS STORES INC - 4.600% - 04/ 56,269 54,743
    SCHWAB CHARLES CORP - 2.000% - 55,340 55,773
    SHELL INTERNATIONAL - 2.375% - 42,631 44,022
    SOUTHERN CALIF EDISON CO SER 2 54,915 54,532
    SOUTHWEST AIRLS CO - 5.125% - 58,780 57,197
    SUMITOMO MITSUI FINLGROUP INC 81,083 83,999
    TOYOTA MOTOR - 1.350% - 08/25/ 59,978 60,552
    UNION PAC CORP - 3.950% - 09/1 59,437 56,090
    VALERO ENERGY CORP - 1.200% - 60,191 59,936
    VERIZON COMMUNICATIONS INC - 1 59,697 55,905
    VISA INC - 1.900% - 04/15/2027 55,664 53,866
    WELLS FARGO CO MTN BE - 3.300% 54,646 52,586
    XCEL ENERGY INC - 3.300% - 06/ 46,511 47,262

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS, INC 244,554 246,104
    ADVANCE AUTO PARTS INC 33,642 63,808
    AIR PRODS & CHEM INC 84,741 92,495
    ALPHABET INC CL A 133,095 454,835
    ALPHABET INC CL C 169,851 529,527
    AMAZON COM 209,855 740,223
    AMEREN CORPORATION 59,631 80,465
    AMERICAN TOWER REIT INC 143,473 206,505
    AMERICAN WATER WORKS COMPANY I 32,696 72,900
    AMPHENOL CORPORATION 63,119 117,721
    ANSYS INC 13,673 39,711
    AON PLC CL A 47,591 65,222
    APPLE INC 248,076 998,653
    APTIV PLC 132,393 141,857
    ASHLAND GLOBAL HOLDINGS 60,613 69,979
    ASML HOLDING NV NY REG SHS 93,610 149,674
    ASPEN TECHNOLOGY, INC 35,967 39,572
    BANK OF AMERICA CORP 205,222 304,490
    BERKSHIRE HATHAWAY INC. CLASS 110,330 257,738
    BEST BUY INC 75,042 69,596
    BLACKROCK INC 120,520 258,188
    BLOCK INC 243,675 161,510
    BRISTOL-MYERS SQUIBB CO 108,263 139,103
    BURLINGTON STORES, INC 28,712 46,933
    CARLISLE COS INC 35,300 44,662
    CATALENT INC 68,886 80,019
    CDW CORP 31,940 57,953
    CHARLES SCHWAB CORP 124,606 193,430
    CHARTER COMMUNICATIONS, INC 70,948 87,364
    CHEVRON CORP 125,649 143,050
    CINTAS CRP 39,914 102,372
    CISCO SYSTEMS INC 70,404 79,656
    CITIGROUP INC 105,389 97,651
    COLUMBIA FDS SRS TR I DIVIDEND 705,918 850,763
    CONOCOPHILLIPS 98,261 147,464
    CONSTELLATION BRANDS INC 65,583 92,357
    COOPER COMPANIES INC 35,956 63,260
    COSTCO WHOLESALE CORPORATION 39,659 116,946
    DANAHER CORP 150,850 286,568
    DEERE CO 134,006 120,012
    DOLLARAMA INC 47,488 69,211
    DOMINOS PIZZA INC 27,563 38,939
    DOVER CORP 19,995 46,490
    DUKE ENERGY CO 41,633 52,870
    EATON CORP PLC 129,298 155,538
    ECOLAB INC 37,782 73,661
    EQUIFAX INC 30,643 61,193
    EXPEDIA INC 32,861 36,144
    EXXON MOBIL CORP 144,626 127,765
    FEDEX CORPORATION 119,456 126,216
    FORTIVE CORPORATION 71,650 83,614
    GUGGENHEIM RISK MANAGED REAL E 472,443 714,427
    HEICO CORP 17,866 18,749
    HILTON WORLDWIDE HOLDINGS, INC 104,103 155,210
    HOME DEPOT INC 72,890 305,447
    HONEYWELL INTL 146,680 195,165
    IAA INC 27,843 37,712
    INDEVUS PHARMACEUTICALS INC. 656,974 659,791
    INT'L FLAVORS & FRAGRANCES INC 54,079 68,244
    INTEL CORP 46,935 61,800
    INTERCONTINENTAL EXCHANGE, INC 65,698 117,759
    INVESCO QQQ TRUST 449,311 539,485
    IQVIA HOLDINGS INC 150,695 281,011
    ISHARE SP SMALL CAP 600 INDEX 200,298 199,133
    ISHARES TR S & P MIDCAP 400 IN 225,360 225,615
    JOHNSON & JOHNSON 102,113 162,517
    JONES LANG LASALLE 34,473 48,481
    JP MORGAN CHASE 230,427 387,799
    LABORATORY CORP AMER HLDGS 18,226 38,334
    LINCOLN ELECTRIC HOLDING INC 38,582 40,446
    LORD ABBETT INVESTMENT TRUST S 875,001 866,093
    LOWES COMPANIES INC 69,754 173,957
    LVMH MOET HENNESSY 70,141 134,759
    LYONDELLBASELL INDUSTRIES NV 81,674 73,784
    MASCO CORP 76,016 182,853
    MASTERCARD INC 92,532 84,440
    MATCH GROUP INC 40,863 51,049
    MERCADOLIBRE, INC 44,971 39,104
    META PLATFORMS INC 155,757 313,142
    MICROSOFT CORP 263,767 1,075,214
    MORGAN STANLEY 81,578 196,320
    MSCI INC 74,957 104,157
    NASDAQ OMX GROUP 21,430 57,543
    NETFLIX INC 129,952 240,976
    NEXTERA ENERGY, INC 41,709 111,659
    NICE SYSTEMS LTD 30,548 53,130
    NIKE INC-CL B 88,943 214,004
    NORTHROP GRUMMAN CORP 122,546 129,668
    NUVEEN PREFERRED SECURITIES FU 740,567 760,922
    NVIDIA CORP 118,989 300,286
    OLD WESTBURY CREDIT INCOME FUN 807,529 776,382
    OLD WESTBURY GLOBAL SMALL CAP 2,984,961 3,543,650
    ORACLE CORP 94,683 206,862
    OW LARGE CAP STRATEGIES FD 6,475,350 8,756,730
    PAYCOM SOFTWARE 34,077 38,197
    PAYPAL HOLDINGS, INC 67,849 169,722
    PEPSICO INC 102,451 181,527
    PFIZER INC 120,653 209,450
    PIONEER NAT RES CO 65,060 65,659
    PROCTER GAMBLE CO 110,830 178,302
    ROSS STORES, INC 88,501 101,709
    S&P GLOBAL INC COM 94,761 134,500
    SAFRAN S.A. ORD SHS 88,128 86,599
    SALESFORCE.COM 95,152 216,011
    SEA LTD 12,243 61,520
    SERVICE NOW 40,737 99,314
    SMITH A O CORP DEL COM 20,714 36,744
    SS&C TECHNOLOGIES INC 31,899 40,990
    STARBUCKS CORP COM 50,007 152,880
    STERIS PLC 18,548 53,307
    STRYKER CORPORATION 93,143 144,674
    SYNOPSYS, INC 15,324 55,275
    SYSCO CORP 62,157 62,055
    TELEFLEX INC 37,326 44,016
    TEXAS INSTRUMENTS INC 111,823 202,982
    THE BLACKSTONE GROUP INC CL A 86,846 197,579
    THE COCA-COLA CO 49,600 74,960
    THERMO FISHER SCIENTIFIC INC 133,083 409,685
    TJX COMPANIES INC 36,385 127,470
    TRAVELERS COMPANIES INC 103,470 109,501
    UNION PACIFIC 217,850 390,240
    UNITEDHEALTH GROUP INC 219,927 413,763
    US FOODS HOLDING CORPORATION 53,901 60,953
    VANGAURD HIGH-YIELD CORPORATE 840,000 838,809
    VANGUARD MID-CAP ETF 751,557 1,278,690
    VANGUARD SHORT TERM CORPORATE 455,072 447,580
    VANGUARD SM-CAP ETF 458,281 644,355
    VANGUARD TOTAL BOND MARKET IND 814,726 795,593
    VERIZON COMMUNICATIONS 125,896 125,535
    VISA INC 256,644 615,023
    VULCAN MATERIALS CO 178,105 241,623
    WALT DISNEY HOLDINGS CO 212,128 268,424
    WEX, INC 38,406 29,903
    WILLIAMS COS 61,503 65,100
    WYNDHAM HOTELS & RESORTS INC C 16,344 32,095
    ZOETIS INC 62,197 185,951

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    US Government Securities - End of Year Book Value:

    3,982,993
    US Government Securities - End of Year Fair Market Value:

    4,037,511
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIFTH AVENUE MULTI-STRATEGY OF   2,249,999 2,761,331
    FIFTH AVENUE PRIVATE EQUITY 14   407,629 678,045
    FIFTH AVENUE PRIVATE EQUITY 15   250,472 367,467
    FIFTH AVENUE PRIVATE EQUITY 16   36,395 42,126
    FIFTH AVENUE REAL ASSETS 4 LLC   171,686 262,101
    FIFTH AVENUE REAL ASSETS 5 LLC   29,334 32,190
    MS GLOBAL DISTRESSED OPPORTUNI     39,130

    TY 2021 LandEtcSchedule2
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING - DOUBLE 2,611,800 1,893,555 718,245 80,000
    FURNITURE AND FIXT 149,379 149,379    
    LAND - DOUBLE H RA 344,789   344,789 20,000
    LAND IMP - DOUBLE 64,886 64,886    
    MACHINERY & EQUIPM 99,422 99,422    


    TY 2021 OtherExpensesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 95,823     95,823
    Bank Charges 13 13    
    Indemnification Insurance 2,250     2,250
    K-1 Exp FIFTH AVENUE PRIVATE E 14,729 14,708    
    K-1 Exp FIFTH AVENUE PRIVATE E 11,679 11,674    
    K-1 Exp FIFTH AVENUE PRIVATE E 5,676 5,676    
    K-1 Exp FIFTH AVENUE REAL ASSE 14,761 14,735    
    K-1 Exp FIFTH AVENUE REAL ASSE 10,372 10,372    
    Property insurance 8,554     8,554
    MOVING FEES 1,203     1,203
    State or Local Filing Fees 750     750
    Storage Fee 1,748     1,748
    Website Hosting/Support 292     292
    PROPERTY INSPECTION 330     330


    TY 2021 OtherIncomeSchedule2
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 14 LLC 2,792 1,737  
    K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 15 LLC -988 -402  
    K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 16 LLC -56 59  
    K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 4 LLC -347 13,981  
    K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 5 LLC -340 -101  
    Class Action Lawsuit Proceeds 443 443  


    TY 2021 OtherIncreasesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Amount
    FMV ADJ FOR IN-KIND GRANTS 30,625


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 150,575 150,575    
    Website Development 3,086     3,086


    TY 2021 TaxesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 24,900      
    990-T Extension for 2020 200      
    Foreign Tax Paid 1,635 1,635    
    STATE INCOME TAX 2020 250      
    STATE MISCELLANEOUS FEES 118