TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
WELLNESS FARMS INC

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 187
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
KATY, TX77492

A Employer identification number

27-4240771

B Telephone number (see instructions)

(713) 253-5473

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,114,034J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	243,700
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	906		906
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10
b	Gross sales price for all assets on line 6a
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		100,764	0	100,764
12	Total. Add lines 1 through 11........	345,370		906	100,764
13	Compensation of officers, directors, trustees, etc.	0		0	0	0
14	Other employee salaries and wages......	26,500		0	0	26,500
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		117,485	0	0	117,485
b	Accounting fees (attach schedule).......		6,850	0	0	6,850
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,027	0	0	2,027
19	Depreciation (attach schedule) and depletion...		239,458	0	239,458
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		169,512	1,576	0	167,936
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	561,832		1,576	239,458	320,798
25	Contributions, gifts, grants paid.......	22,912				22,912
26	Total expenses and disbursements. Add lines 24 and 25	584,744		1,576	239,458	343,710
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-239,374
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	104,688	23,773	23,773
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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) 150
		Less: allowance for doubtful accounts 0	150	150	150
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 2,040,178
		Less: accumulated depreciation (attach schedule) 1,254,632	943,804	785,546	2,089,030
	15	Other assets (describe )	1,081	1,081	1,081
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,049,723	810,550	2,114,034
	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 )	262	463
	23	Total liabilities (add lines 17 through 22).........	262	463
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	1,049,461	810,087
	29	Total net assets or fund balances (see instructions).....	1,049,461	810,087
	30	Total liabilities and net assets/fund balances (see instructions).	1,049,723	810,550

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,049,461

Enter amount from Part I, line 27a .....................

-239,374

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

810,087

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

810,087

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.)
1a
b
c
d
e

(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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	0
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	0
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

JON A MARSHALL Telephone no. bullet

(713) 253-5473

Located at bullet

PO BOX 187KATYTX ZIP+4 bullet

77492

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JON A MARSHALL	PRESIDENT/DIRECTOR 10.00	0	0	0
PO BOX 187 KATY,TX77492	PRESIDENT/DIRECTOR 10.00	0	0	0
ROXANN L MARSHALL	SECRETARY/DIRECTOR 1.00	0	0	0
PO BOX 187 KATY,TX77492	SECRETARY/DIRECTOR 1.00	0	0	0
LINDSEY CARDONE	ASSISTANT SECRETARY/DIRECT 1.00	0	0	0
PO BOX 187 KATY,TX77492	ASSISTANT SECRETARY/DIRECT 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. 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	THE ACTIVITY IS A NOT FOR PROFIT ACTIVITY CENTERED AROUND THE MANAGEMENT OF A SUSTAINABLE FARMING OPERATION. THE PRIMARY AGRICULTURAL ACTIVITY IS CATTLE GRAZING, WITH THE CATTLE BEING USED AS THE PRINCIPAL MEANS OF INCOME GENERATION AS WELL AS A SOURCE OF MEAT THAT IS DONATED TO TAX EXEMPT, 501(C)(3) ORGANIZATIONS.THERE ARE MULTIPLE FARMS WHERE THE ACTIVITY IS UNDERTAKEN AND SUPPORTED.THE BROOKWOOD FARM, APPROXIMATELY 310 ACRES, IS MANAGED ON THE PROPERTY OF AND FOR THE BENEFIT OF THE BROOKWOOD COMMUNITY, A TAX EXEMPT, 501(C)(3) ORGANIZATION THAT PROVIDES EDUCATION, JOBS, JOB SKILL TRAINING AND FULL-TIME RESIDENTIAL CARE FOR ADULTS WITH SPECIAL NEEDS. THERE ARE FIVE OTHER FARMS, COMPRISING MORE THAN 3,000 ACRES WHERE USE IS PROVIDED FREE OF CHARGE BY JON A. MARSHALL, PRESIDENT OF WELLNESS FARMS. MANAGEMENT PERSONNEL AND SUPPLIES ARE PROVIDED BY THE FOUNDATION.	343,710
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	NONE	0
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

45,383

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

45,383

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

45,383

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

681

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

44,702

Minimum investment return. Enter 5% (0.05) of line 5................

2,235

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.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2021 from Part V, line 5.......

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
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: $
a Applied to 2020, but not more than line 2a
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.....
e Remaining amount distributed out of corpus
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
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 ..........
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 ......
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

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

2011-07-15

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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	(e) Total
	0	0	0	0	0
b 85% (0.85) of line 2a .........	0	0	0	0	0
c Qualifying distributions from Part XI, line 4 for each year listed .....	343,710	278,714	328,148	320,385	1,270,957
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	0	0	0	0	0
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	343,710	278,714	328,148	320,385	1,270,957
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	2,114,033	2,205,158	2,362,037	2,274,219	8,955,447
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	2,089,030	2,099,239	2,046,655	2,236,641	8,471,565
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..					0
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) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

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).)

JON A MARSHALL

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE BROOKWOOD COMMUNITY 1752 FARM TO MARKET 1489 BROOKSHIRE,TX77423	N/A	PUBLIC CHARITY	AGRICULTURE AND GENERAL	22,912
Total ................................. 3a				22,912

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ...........
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 ............
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSALES OF RAISED LIVESTOCK					100,764
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		906	100,764

13Total. Add line 12, columns (b), (d), and (e)..................

101,670

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
11A	THE FOUNDATION SOLD VARIOUS LIVESTOCK FOR TOTAL PROCEEDS OF $100,764, WHICH IS PART OF THE FOUNDATION'S CHARITABLE ACTIVITIES PER PART IX-A.

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

WELLNESS FARMS INC

Employer identification number

27-4240771

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 WELLNESS FARMS INC

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	JON A MARSHALL 21280 FORTALEZA SAN ANTONIO, TX78255	$ 236,200	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	MARSHALL FOUNDATION PO BOX 187 KATY, TX77492	$ 7,500	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization WELLNESS FARMS INC		Employer identification number 27-4240771

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
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(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 WELLNESS FARMS INC			Employer identification number 27-4240771
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	6,850	0	0	6,850

- TIN:

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

TY 2021 DepreciationSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Adjusted Net Income
MAINTAINER - GARRETT	2013-01-03	1,659	1,659	SL	5.000000000000	0	0
KUBOTA TRACTOR	2013-01-03	11,352	11,352	SL	5.000000000000	0	0
PORTABLE CORRAL	2013-01-03	7,679	7,679	SL	7.000000000000	0	0
ANIMAL IMMOBILIZERS	2013-01-03	1,027	1,027	SL	7.000000000000	0	0
SQUEEZE CHUTE	2013-01-03	5,196	5,196	SL	7.000000000000	0	0
LACERATOR AND BUCKTO	2013-01-03	6,264	6,264	SL	7.000000000000	0	0
EQUIPMENT	2013-01-03	397	397	SL	7.000000000000	0	0
COTTON TRAILERS	2013-01-03	721	721	SL	7.000000000000	0	0
2006 CHEVY DIESEL SILVER PICKUP	2013-01-03	15,660	15,660	SL	7.000000000000	0	0
MINI TRUCK	2013-01-03	3,758	3,758	SL	7.000000000000	0	0
10 BALE HAY TRAILER	2013-01-03	1,879	1,879	SL	7.000000000000	0	0
TRAVELONG TRAILER	2013-01-03	4,385	4,385	SL	7.000000000000	0	0
BUSH HOG MOWER	2013-01-03	10,077	10,077	SL	7.000000000000	0	0
TRUCK PLATES AND TAX	2013-01-03	1,546	1,546	SL	7.000000000000	0	0
WIMCO TRAILERS	2013-01-03	1,065	1,065	SL	7.000000000000	0	0
COW WATER TANK	2013-01-03	518	518	SL	7.000000000000	0	0
TRACTOR, TRAILER, WELDER	2013-01-03	14,987	14,987	SL	7.000000000000	0	0
POLE DRIVER	2013-01-03	6,776	6,776	SL	7.000000000000	0	0
WELDING MACHINE	2013-01-03	1,993	1,993	SL	7.000000000000	0	0
NEW TIRES	2013-01-03	1,071	1,071	SL	5.000000000000	0	0
WINCO TRAILERS (2 HAY WAGONS)	2013-01-03	4,003	4,003	SL	5.000000000000	0	0
CASE TRACTOR	2013-01-03	6,141	6,141	SL	5.000000000000	0	0
TRACTOR REPAIRS	2013-01-03	1,011	1,011	SL	5.000000000000	0	0
TRACTOR REPAIRS	2013-01-03	423	423	SL	5.000000000000	0	0
TRACTOR REPAIRS	2013-01-03	2,613	2,613	SL	5.000000000000	0	0
FREEZER CHEST	2013-01-03	393	393	SL	7.000000000000	0	0
JOHN DEERE 7430 PREMIUM	2013-01-03	95,000	95,000	SL	5.000000000000	0	0
KUBOTA L3130D W/LOADER	2013-01-03	7,500	7,500	SL	5.000000000000	0	0
2001 ARCTIC CAT 500	2013-01-03	1,500	1,500	SL	5.000000000000	0	0
PORTABLE LIVESTOCK RAMP	2013-01-03	400	400	SL	5.000000000000	0	0
20' TOP HAT BUMPER TRAILER	2013-01-03	1,500	1,500	SL	5.000000000000	0	0
GENERATOR	2013-03-08	3,059	3,059	SL	5.000000000000	0	0
PEN COVER	2013-09-05	4,500		NC	15.000000000000	0	0
PEN COVER	2013-09-12	8,620		NC	15.000000000000	0	0
2 FEMA TRAILERS	2014-01-15	10,543	4,569	SL	15.000000000000	703	703
MOBILE HOME	2014-01-15	12,269	5,317	SL	15.000000000000	818	818
BARN-PUMPHOUSE	2014-07-24	1,480	643	SL	15.000000000000	99	99
CARGO CONTAINER	2014-03-17	2,225	2,067	SL	7.000000000000	158	79
CORRAL PANELS/POSTS	2014-12-30	22,067	9,562	SL	15.000000000000	1,471	1,471
FEED BIN	2014-10-10	6,000	5,571	SL	7.000000000000	429	429
HILL ROOT RAKE HD1612	2014-07-24	7,500	6,962	SL	7.000000000000	538	538
MINERAL FEEDER ON WHEELS	2014-07-29	2,900	2,691	SL	7.000000000000	209	209
MOBILE HOME-ROOF & GUTTERS	2014-07-24	3,600	1,560	SL	15.000000000000	240	240
PEN COVER ADDITIONS	2014-01-15	4,000	1,735	SL	15.000000000000	267	267
SILENCER HYDRAULIC SQUEEZE CHUTE	2015-10-05	19,475	19,475	SL	5.000000000000	0	0
MAMMOTH HAY TRAILER (14)	2015-10-05	11,465	11,465	SL	5.000000000000	0	0
LAWSON AERATOR & GRASS DRILL	2015-10-05	20,900	20,900	SL	5.000000000000	0	0
PANELS & GATE	2015-10-05	6,555	6,555	SL	5.000000000000	0	0
10 SOUTH POLL HEIFERS PLUS BABY	2015-10-05	36,500	36,500	SL	5.000000000000	0	0
1 HEREFORD BULL	2015-10-05	4,000	4,000	SL	5.000000000000	0	0
NEW HOLLAND TRACTOR T5060 W/FRONT LOADER/SPEAR	2015-01-06	43,939	43,939	SL	5.000000000000	0	0
MINERAL FEEDER ON WHEELS	2015-01-12	2,960	2,960	SL	5.000000000000	0	0
GENERATOR	2015-01-12	474	474	SL	5.000000000000	0	0
3000 LB TRAILER FEEDER	2015-01-22	5,426	5,426	SL	5.000000000000	0	0
BOOKCASE	2015-10-13	364	286	SL	7.000000000000	52	52
CREDENZA	2015-10-13	709	556	SL	7.000000000000	101	101
BARN-LHI CONCRETE ROAD WORK	2015-07-23	7,500	2,750	SL	15.000000000000	500	500
BARN-LHI BARN SHOP/ELECTRICAL	2015-08-04	25,000	9,168	SL	15.000000000000	1,667	1,667
BARN-LHI BARN BATHROOM PLUMBING	2015-10-21	15,230	5,583	SL	15.000000000000	1,015	1,015
2 BRANGUS	2015-05-01	8,650	8,650	SL	5.000000000000	0	0
2 HEIFER (S C HEREFORD)	2015-05-19	8,000	8,000	SL	5.000000000000	0	0
4 RED BRANGUS 2 WITH CALVES	2015-10-14	34,000	34,000	SL	5.000000000000	0	0
2012 SUNFLOWER 1435 DISK - JOHN DEERE	2016-02-24	39,500	25,393	SL	7.000000000000	5,643	5,643
HEREFORD BULL - HLS	2016-03-02	5,775	5,198	SL	5.000000000000	577	193
100 FEMALE SEXED FULL BLOOD RED WAGYU EMBROYOS	2016-03-08	100,000	90,000	SL	5.000000000000	10,000	3,333
LEVEE SPLITTER	2016-01-21	6,682	4,297	SL	7.000000000000	955	955
SHELVES	2016-02-02	1,845	1,188	SL	7.000000000000	264	264
2012 SUNFLOWER 1435 DISK - JOHN DEERE - DEL. FEE	2016-02-24	2,470	1,588	SL	7.000000000000	353	353
PLANTOVATOR	2016-03-21	23,378	15,030	SL	7.000000000000	3,340	3,340
CALF CATCHER ATTACHMENT	2016-04-11	2,381	1,530	SL	7.000000000000	340	340
POLARIS	2016-06-01	10,875	9,788	SL	5.000000000000	1,087	906
2016 PF GOOSENECK HYDRO TAIL TRAILER 35FT	2016-06-06	1,000	900	SL	5.000000000000	100	83
POLARIS 4 WHEELER	2016-07-11	5,757	5,180	SL	5.000000000000	577	577
800 GALLON SPRAY TRAILER	2016-07-11	13,977	12,578	SL	5.000000000000	1,399	1,399
NO TILL DRILL	2016-08-25	25,049	16,101	SL	7.000000000000	3,578	3,578
TRUCK TARP 40X70	2016-09-11	1,120	720	SL	7.000000000000	160	160
TRUCK TARP 50X100	2016-09-11	2,000	1,287	SL	7.000000000000	286	286
KENCOVE FENCE SUPPLIES	2016-10-11	6,115	3,933	SL	7.000000000000	874	874
BUILDING - 2317 DEERFIELD, KATY TX 77493	2016-05-19	186,995	22,177	SL	39.000000000000	4,795	4,795
APPLIANCES - 2317 DEERFIELD HOME	2016-07-11	2,224	1,431	SL	7.000000000000	318	318
LOT 8 C-LPH GYPSY SOUL	2016-04-28	6,100	5,490	SL	5.000000000000	610	407
LOT 8A-HC-LPH CRACKED	2016-04-28	5,400	4,860	SL	5.000000000000	540	360
LOT 40 - C-G MISS LAURA'S	2016-04-28	3,000	2,700	SL	5.000000000000	300	200
LOT 25 - BG-SRH HICKORY	2016-04-28	3,400	3,060	SL	5.000000000000	340	227
LOT 39 - C-G MISS LAURA'S	2016-04-28	2,800	2,520	SL	5.000000000000	280	187
HEREFORD LOT 21	2016-05-17	4,500	4,050	SL	5.000000000000	450	375
HEREFORD LOT 26	2016-05-17	6,000	5,400	SL	5.000000000000	600	500
HEREFORD LOT 27	2016-05-17	5,000	4,500	SL	5.000000000000	500	417
6 COWS - CLEMSON UNIVERSITY	2016-05-27	40,000	36,000	SL	5.000000000000	4,000	3,333
2 BULLS - CLEMSON UNIVERSITY	2016-05-27	8,000	7,200	SL	5.000000000000	800	667
7 C GV CMF 8T MS KING	2016-09-29	10,000	9,000	SL	5.000000000000	1,000	1,000
13 C CMF 857S RACHEK 80Z	2016-09-29	2,800	2,520	SL	5.000000000000	280	280
32 C RC MISS REVOLUTION 227Z	2016-09-29	3,400	3,060	SL	5.000000000000	340	340
62 C HF VICTORIA 671 1219	2016-09-29	5,200	4,680	SL	5.000000000000	520	520
63 C WALKER MISS S343 W19	2016-09-29	12,000	10,800	SL	5.000000000000	1,200	1,200
JV-TENN RIVER MUSIC COW	2016-12-30	4,100	3,690	SL	5.000000000000	410	410
JV-TENN RIVER MUSIC COW	2016-12-30	3,400	3,060	SL	5.000000000000	340	340
JV-TENN RIVER MUSIC COW	2016-12-30	2,000	1,800	SL	5.000000000000	200	200
LAND - 2317 DEERFIELD, KATY TX 77493	2016-05-19	38,300		L		0	0
2017 NEW HONDA TRX420FM	2017-04-12	5,945	4,162	SL	5.000000000000	1,189	1,189
MINERAL FEEDER	2017-10-27	1,127	564	SL	7.000000000000	161	161
6 ROW JOHN DEERE PLANTER	2017-07-06	1,200	599	SL	7.000000000000	171	171
6 COWS - JV TN. RIVER MUSIC	2017-11-27	21,100	14,770	SL	5.000000000000	4,220	4,220
2 COWS - JV TEDDY GENTRY	2017-01-16	3,500	2,450	SL	5.000000000000	700	700
FURNITURE - 2317 DEERFIELD HOME (2)	2016-06-01	1,968	1,265	SL	7.000000000000	281	281
JOHN DEERE 6140R TRACTOR	2018-12-10	88,500	37,613	SL	5.000000000000	17,700	17,700
10 BRANGUS BULLS	2018-05-25	26,500	13,913	SL	5.000000000000	5,300	5,300
2 BULL, 4 HEIFER, 1 COW	2018-06-14	24,350	12,784	SL	5.000000000000	4,870	4,870
3 REGULAR CATTLE	2018-07-19	6,750	3,206	SL	5.000000000000	1,350	1,350
4 RED BULLS	2018-10-02	12,250	5,206	SL	5.000000000000	2,450	2,450
1 BULL	2018-10-29	5,000	2,125	SL	5.000000000000	1,000	1,000
2 BULL, 3 HEIFER, 1 COW	2018-11-14	11,000	4,675	SL	5.000000000000	2,200	2,200
FEED BIN	2019-05-14	4,096	878	SL	7.000000000000	585	585
FENCE	2019-08-28	28,715	6,153	SL	7.000000000000	4,102	4,102
29 ANGUS FEMALE COWS	2019-02-21	53,650	20,119	SL	5.000000000000	10,730	10,730
2 ANGUS BULLS	2019-02-21	7,000	2,625	SL	5.000000000000	1,400	1,400
2 GERBER HEREFORD	2019-04-12	3,600	1,170	SL	5.000000000000	720	720
28 PREGNANT HEIFERS	2019-04-17	70,000	22,750	SL	5.000000000000	14,000	14,000
23 OPEN BRAHMAN HEIFERS	2019-05-20	100,900	32,793	SL	5.000000000000	20,180	20,180
121 HEAD BRAHMAN HEIFERS	2019-02-22	188,000	70,500	SL	5.000000000000	37,600	37,600
4 ANGUS BULLS	2019-03-19	29,000	10,875	SL	5.000000000000	5,800	5,800
BULLS EYE RANCH CATTLE PURCHASE	2020-01-28	36,030	3,603	SL	5.000000000000	7,206	7,206
SCRUGGS CATTLE PURCHASE	2020-01-28	21,200	2,120	SL	5.000000000000	4,240	4,240
BULLS EYE RANCH CATTLE PURCHASE	2020-01-31	26,500	2,650	SL	5.000000000000	5,300	5,300
5 BRAHMAN HEIFERS	2020-02-12	26,500	2,650	SL	5.000000000000	5,300	5,300
BRAHMAN BULLS	2020-02-16	49,500	4,950	SL	5.000000000000	9,900	9,900
4 CH BULLS	2020-02-25	14,000	1,400	SL	5.000000000000	2,800	2,800
GENTRY CATTLE PURCHASE	2020-03-23	16,300	1,630	SL	5.000000000000	3,260	3,260
BRANGUS HEIFER	2020-11-20	5,000	500	SL	5.000000000000	1,000	1,000
PENZ ANGUS RANCH LOT #19 & LOT #29	2021-03-02	15,500		SL	5.000000000000	1,550	2,583
POWER PLUS GENETICS BULL	2021-03-29	9,500		SL	5.000000000000	950	1,425
STEVE BAKER 11 COWS WITH CALVES	2021-04-23	28,200		SL	5.000000000000	2,820	3,760
ORTEGA'S CATTLE LLC INVOICE 1069	2021-06-08	20,000		SL	5.000000000000	2,000	2,333
COX EXCALIBUR BRANGUS INVOICE #306.2021FFA	2021-10-22	5,000		SL	5.000000000000	500	167
JAMARY JEFFERY STEERS	2021-11-12	3,000		SL	5.000000000000	300	100

- TIN:

TY 2021 LandEtcSchedule2

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
MAINTAINER - GARRETT	1,659	1,659	0	2,015
KUBOTA TRACTOR	11,352	11,352	0	13,791
PORTABLE CORRAL	7,679	7,679	0	9,329
ANIMAL IMMOBILIZERS	1,027	1,027	0	1,248
SQUEEZE CHUTE	5,196	5,196	0	6,316
LACERATOR AND BUCKTO	6,264	6,264	0	7,610
EQUIPMENT	397	397	0	482
COTTON TRAILERS	721	721	0	876
2006 CHEVY DIESEL SILVER PICKUP	15,660	15,660	0	19,025
MINI TRUCK	3,758	3,758	0	4,565
10 BALE HAY TRAILER	1,879	1,879	0	2,283
TRAVELONG TRAILER	4,385	4,385	0	5,327
BUSH HOG MOWER	10,077	10,077	0	12,242
TRUCK PLATES AND TAX	1,546	1,546	0	1,878
WIMCO TRAILERS	1,065	1,065	0	1,294
COW WATER TANK	518	518	0	629
TRACTOR, TRAILER, WELDER	14,987	14,987	0	18,207
POLE DRIVER	6,776	6,776	0	8,232
WELDING MACHINE	1,993	1,993	0	2,421
NEW TIRES	1,071	1,071	0	1,301
WINCO TRAILERS (2 HAY WAGONS)	4,003	4,003	0	4,863
CASE TRACTOR	6,141	6,141	0	7,460
TRACTOR REPAIRS	1,011	1,011	0	1,228
TRACTOR REPAIRS	423	423	0	514
TRACTOR REPAIRS	2,613	2,613	0	3,174
FREEZER CHEST	393	393	0	477
JOHN DEERE 7430 PREMIUM	95,000	95,000	0	115,411
KUBOTA L3130D W/LOADER	7,500	7,500	0	9,111
2001 ARCTIC CAT 500	1,500	1,500	0	1,822
PORTABLE LIVESTOCK RAMP	400	400	0	486
20' TOP HAT BUMPER TRAILER	1,500	1,500	0	1,822
GENERATOR	3,059	3,059	0	3,059
PEN COVER	4,500	0	4,500	4,500
PEN COVER	8,620	0	8,620	8,620
2 FEMA TRAILERS	10,543	5,272	5,271	11,424
MOBILE HOME	12,269	6,135	6,134	13,295
BARN-PUMPHOUSE	1,480	742	738	1,480
CARGO CONTAINER	2,225	2,225	0	2,225
CORRAL PANELS/POSTS	22,067	11,033	11,034	22,067
FEED BIN	6,000	6,000	0	6,000
HILL ROOT RAKE HD1612	7,500	7,500	0	7,500
MINERAL FEEDER ON WHEELS	2,900	2,900	0	2,900
MOBILE HOME-ROOF & GUTTERS	3,600	1,800	1,800	3,600
PEN COVER ADDITIONS	4,000	2,002	1,998	4,000
SILENCER HYDRAULIC SQUEEZE CHUTE	19,475	19,475	0	19,475
MAMMOTH HAY TRAILER (14)	11,465	11,465	0	11,465
LAWSON AERATOR & GRASS DRILL	20,900	20,900	0	20,900
PANELS & GATE	6,555	6,555	0	6,555
NEW HOLLAND TRACTOR T5060 W/FRONT LOADER/SPEAR	43,939	43,939	0	43,939
MINERAL FEEDER ON WHEELS	2,960	2,960	0	2,960
GENERATOR	474	474	0	474
3000 LB TRAILER FEEDER	5,426	5,426	0	5,426
BOOKCASE	364	338	26	364
CREDENZA	709	657	52	709
BARN-LHI CONCRETE ROAD WORK	7,500	3,250	4,250	7,500
BARN-LHI BARN SHOP/ELECTRICAL	25,000	10,835	14,165	25,000
BARN-LHI BARN BATHROOM PLUMBING	15,230	6,598	8,632	15,230
2012 SUNFLOWER 1435 DISK - JOHN DEERE	39,500	31,036	8,464	39,500
HEREFORD BULL - HLS	5,775	5,775	0	5,775
100 FEMALE SEXED FULL BLOOD RED WAGYU EMBROYOS	100,000	100,000	0	100,000
LEVEE SPLITTER	6,682	5,252	1,430	6,682
SHELVES	1,845	1,452	393	1,845
2012 SUNFLOWER 1435 DISK - JOHN DEERE - DEL. FEE	2,470	1,941	529	2,470
PLANTOVATOR	23,378	18,370	5,008	23,378
CALF CATCHER ATTACHMENT	2,381	1,870	511	2,381
POLARIS	10,875	10,875	0	10,875
2016 PF GOOSENECK HYDRO TAIL TRAILER 35FT	1,000	1,000	0	1,000
POLARIS 4 WHEELER	5,757	5,757	0	5,757
800 GALLON SPRAY TRAILER	13,977	13,977	0	13,977
NO TILL DRILL	25,049	19,679	5,370	25,049
TRUCK TARP 40X70	1,120	880	240	1,120
TRUCK TARP 50X100	2,000	1,573	427	2,000
KENCOVE FENCE SUPPLIES	6,115	4,807	1,308	6,115
BUILDING - 2317 DEERFIELD, KATY TX 77493	186,995	26,972	160,023	186,995
APPLIANCES - 2317 DEERFIELD HOME	2,224	1,749	475	2,224
LOT 8 C-LPH GYPSY SOUL	6,100	6,100	0	6,100
LOT 8A-HC-LPH CRACKED	5,400	5,400	0	5,400
LOT 40 - C-G MISS LAURA'S	3,000	3,000	0	3,000
LOT 25 - BG-SRH HICKORY	3,400	3,400	0	3,400
LOT 39 - C-G MISS LAURA'S	2,800	2,800	0	2,800
HEREFORD LOT 21	4,500	4,500	0	4,500
HEREFORD LOT 26	6,000	6,000	0	6,000
HEREFORD LOT 27	5,000	5,000	0	5,000
6 COWS - CLEMSON UNIVERSITY	40,000	40,000	0	40,000
2 BULLS - CLEMSON UNIVERSITY	8,000	8,000	0	8,000
7 C GV CMF 8T MS KING	10,000	10,000	0	10,000
13 C CMF 857S RACHEK 80Z	2,800	2,800	0	2,800
32 C RC MISS REVOLUTION 227Z	3,400	3,400	0	3,400
62 C HF VICTORIA 671 1219	5,200	5,200	0	5,200
63 C WALKER MISS S343 W19	12,000	12,000	0	12,000
JV-TENN RIVER MUSIC COW	4,100	4,100	0	4,100
JV-TENN RIVER MUSIC COW	3,400	3,400	0	3,400
JV-TENN RIVER MUSIC COW	2,000	2,000	0	2,000
LAND - 2317 DEERFIELD, KATY TX 77493	38,300	0	38,300	38,300
2017 NEW HONDA TRX420FM	5,945	5,351	594	5,945
MINERAL FEEDER	1,127	725	402	1,127
6 ROW JOHN DEERE PLANTER	1,200	770	430	1,200
6 COWS - JV TN. RIVER MUSIC	21,100	18,990	2,110	21,100
2 COWS - JV TEDDY GENTRY	3,500	3,150	350	3,500
FURNITURE - 2317 DEERFIELD HOME (2)	1,968	1,546	422	1,968
JOHN DEERE 6140R TRACTOR	88,500	55,313	33,187	88,500
10 BRANGUS BULLS	26,500	19,213	7,287	26,500
2 BULL, 4 HEIFER, 1 COW	24,350	17,654	6,696	24,350
3 REGULAR CATTLE	6,750	4,556	2,194	6,750
4 RED BULLS	12,250	7,656	4,594	12,250
1 BULL	5,000	3,125	1,875	5,000
2 BULL, 3 HEIFER, 1 COW	11,000	6,875	4,125	11,000
FEED BIN	4,096	1,463	2,633	4,096
FENCE	28,715	10,255	18,460	28,715
29 ANGUS FEMALE COWS	53,650	30,849	22,801	53,650
2 ANGUS BULLS	7,000	4,025	2,975	7,000
2 GERBER HEREFORD	3,600	1,890	1,710	3,600
28 PREGNANT HEIFERS	70,000	36,750	33,250	70,000
23 OPEN BRAHMAN HEIFERS	100,900	52,973	47,927	100,900
121 HEAD BRAHMAN HEIFERS	188,000	108,100	79,900	188,000
4 ANGUS BULLS	29,000	16,675	12,325	29,000
BULLS EYE RANCH CATTLE PURCHASE	36,030	10,809	25,221	36,030
SCRUGGS CATTLE PURCHASE	21,200	6,360	14,840	21,200
BULLS EYE RANCH CATTLE PURCHASE	26,500	7,950	18,550	26,500
5 BRAHMAN HEIFERS	26,500	7,950	18,550	26,500
BRAHMAN BULLS	49,500	14,850	34,650	49,500
4 CH BULLS	14,000	4,200	9,800	14,000
GENTRY CATTLE PURCHASE	16,300	4,890	11,410	16,300
BRANGUS HEIFER	5,000	1,500	3,500	5,000
PENZ ANGUS RANCH LOT #19 & LOT #29	15,500	1,550	13,950	15,500
POWER PLUS GENETICS BULL	9,500	950	8,550	9,500
STEVE BAKER 11 COWS WITH CALVES	28,200	2,820	25,380	28,200
ORTEGA'S CATTLE LLC INVOICE 1069	20,000	2,000	18,000	20,000
COX EXCALIBUR BRANGUS INVOICE #306.2021FFA	5,000	500	4,500	5,000
JAMARY JEFFERY STEERS	3,000	300	2,700	3,000

- TIN:

TY 2021 LegalFeesSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	117,485	0	0	117,485

- TIN:

TY 2021 OtherAssetsSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
A/R - CCS	1,081	1,081	1,081

- TIN:

TY 2021 OtherExpensesSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
BANK SERVICE CHARGES	120	120	0
CAR AND TRUCK EXPENSES	347	0	347
CHEMICALS PURCHASED	35,482	0	35,482
CONTRACT LABOR	1,988	0	1,988
DUES AND MEMBERSHIPS	50	0	50
EQUIPMENT	4,220	0	4,220
FEED/HAY	39,730	0	39,730
FERTILIZERS AND LIME	20,075	0	20,075
HOME EXPENSES - 2317 DEERFIELD	7,975	0	7,975
LAND AND PROPERTY MAINTENANCE	2,100	0	2,100
INSURANCE EXPENSE	6,611	1,456	5,155
MEALS	902	0	902
MEDICINE - LIVESTOCK	3,148	0	3,148
PAYROLL EXPENSE	349	0	349
REPAIRS AND MAINTENANCE	1,094	0	1,094
SEEDS AND PLANTS PURCHASED	16,119	0	16,119
SEMEN	796	0	796
STORAGE AND WAREHOUSING	430	0	430
TRANSPORT - CATTLE HAULING	18,925	0	18,925
UTILITIES	9,051	0	9,051

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
SALES OF RAISED LIVESTOCK	100,764		100,764

- TIN:

TY 2021 OtherLiabilitiesSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Description	Beginning of Year - Book Value	End of Year - Book Value
PAYROLL TAX LIABILITIES	262	463

- TIN:

TY 2021 TaxesSchedule

Name:

WELLNESS FARMS INC

EIN:

27-4240771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL TAXES	2,027	0	0	2,027