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
SHERWOOD FOREST PLANTATION
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 104
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHARLES CITY, VA23030

A Employer identification number

20-8043826

B Telephone number (see instructions)

(804) 829-5377

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

$15,203,998J 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)	167
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	292,943		292,943	292,943
5a	Gross rents............	9,931		9,931	9,931
b	Net rental income or (loss) 9,931
6a	Net gain or (loss) from sale of assets not on line 10		68,371
b	Gross sales price for all assets on line 6a 199,950
7	Capital gain net income (from Part IV, line 2)...			68,371
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).......		65,516		65,516
12	Total. Add lines 1 through 11........	436,928		371,245	368,390
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	137,108				137,108
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		1,466			1,466
c	Other professional fees (attach schedule)....		35			35
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		28,660			28,660
19	Depreciation (attach schedule) and depletion...		238,094
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		146,654	9,931	35,647	111,007
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	552,017		9,931	35,647	278,276
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	552,017		9,931	35,647	278,276
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-115,089
b	Net investment income (if negative, enter -0-)			361,314
c	Adjusted net income (if negative, enter -0-)...				332,743

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.............	103,361	98,711	98,711
	2	Savings and temporary cash investments.........	8,382	204,834	204,834
	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)
		Less: allowance for doubtful accounts
	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).......	1,806,575	1,674,996	2,378,327
	c	Investments—corporate bonds (attach schedule).......	4,985,496	4,985,496	4,811,326
	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 9,751,020
		Less: accumulated depreciation (attach schedule) 2,040,720	7,925,412	7,710,300	7,710,300
	15	Other assets (describe )	500	500	500
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	14,829,726	14,674,837	15,203,998
	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 )	39,800
	23	Total liabilities (add lines 17 through 22).........	39,800	0
		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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	14,789,926	14,674,837
	29	Total net assets or fund balances (see instructions).....	14,789,926	14,674,837
	30	Total liabilities and net assets/fund balances (see instructions).	14,829,726	14,674,837

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

14,789,926

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

-115,089

Other increases not included in line 2 (itemize) bullet

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

14,674,837

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 .

14,674,837

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	VANGUARD TOTAL STK MARKET INDEX ADM.	P	2020-02-26	2021-11-09
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	199,950	131,579	68,371
b
c
d
e

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			68,371
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	68,371
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
3	Add lines 1 and 2...........................	3	5,022
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	5,022
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	5,110
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	5,110
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	50
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	38
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax38	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

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

WWW.SHERWOODFOREST.ORG

The books are in care of bullet

THE FOUNDATION Telephone no. bullet

(804) 829-5377

Located at bullet

PO BOX 104CHARLES CITYVA ZIP+4 bullet

23030

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
WILLIAM B TYLER	PRESIDENT 15.00	0	0	0
4204 SULGRAVE ROAD RICHMOND,VA23221	PRESIDENT 15.00	0	0	0
KAY M TYLER	SECRETARY 5.00	0	0	0
4204 SULGRAVE ROAD RICHMOND,VA23221	SECRETARY 5.00	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
ANNIQUE L DUNNING	EXECUTIVE DI 40.00	83,606
6251 WOODLAND FERRY ROAD SEAFORD,DE19973	EXECUTIVE DI 40.00	83,606








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

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
CHRISTOPHER M COYNE	GROUND MAINT.	61,386
408 RIVERSIDE DRIVE LANEXA,VA23069	GROUND MAINT.	61,386

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 SHERWOOD FOREST PLANTATION GROUNDS ARE BEING MAINTAINED IN FUTHERANCE OF THE FOUNDATION'S ACTIVITY OF PROMOTING APPRECIATION OF HISTORY AND ENCOURAGING TOURS FOR CLUBS, SCHOOLS, HISTORIC AND CIVIC GROUPS AS WELL AS THE GENERAL PUBLIC. THE 25 ACRES OF TERRACED GARDENS AND LAWN, OPEN FROM 9:00 A.M. TO 5:00 P.M. DAILY FOR THE BENEFIT OF THE PUBLIC, ARE CONSIDERED ONE OF THE COMPLETE PLANTATION YARDS LEFT IN AMERICA, DATING FROM 1680.	233,892
2	SHERWOOD FOREST PLANTATION'S MAIN HOUSE, A CLASSIC EXAMPLE OF VIRGINIA TIDEWATER DESIGN, IS BEING PRESERVED AND MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH GUIDED TOURS, THUS PROMOTING EDUCATION REGARDING THE HISTORY OF AMERICA, SHERWOOD FOREST PLANTATION, AND PRESIDENT JOHN TYLER. THE DWELLING IS OPEN DAILY FOR TOURS BY APPOINTMENT.	301,901
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	N/A
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...................

7,279,184

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

180,582

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

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

7,459,766

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

7,459,766

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

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

111,896

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

7,347,870

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

367,394

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: $ 301,256
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		301,256
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		301,256
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

2007-09-26

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
	332,743	355,186	234,590	132,396	1,054,915
b 85% (0.85) of line 2a .........	282,832	301,908	199,402	112,537	896,679
c Qualifying distributions from Part XI, line 4 for each year listed .....	301,256	384,609	473,659	328,882	1,488,406
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 ....	301,256	384,609	473,659	328,882	1,488,406
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 ..	244,929	236,791	166,173	91,775	739,668
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).)

FRANCES PB TYLER

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

Total ................................. 3a

bApproved for future payment

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

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.....			16	9,931
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	68,371
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSALE OF HORSE TRAILER					1,000
bPPP LOAN FORGIVENESS					39,800
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				371,245	65,516

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

436,761

(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.)
1A	AN ADMISSION FEE OF 10 IS CHARGED TO TOUR THE GROUNDS OF SHERWOOD FOREST PLANTATION. THIS ACTIVITY IS CONSIDERED TO CONTRIBUTE IMPORTANTLY TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES PROMOTING AN AWARENESS OF THE HISTORY OF THIS SIGNIFICANT PLANTATION, HOME OF PRESIDENT JOHN TYLER.
1B	AN ADMISSION FEE OF 35 IS CHARGED FOR A GUIDED TOUR OF THE MAIN HOUSE AT SHERWOOD FOREST. THIS ACTIVITY IS CONSIDERED TO CONTRIBUTE IMPORTANTLY TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES BY PROMOTING AN AWARENESS OF THE HISTORY OF THIS SIGNIFICANT PLANTATION, HOME OF PRESIDENT JOHN TYLER.

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:

TY 2021 AccountingFeesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES	1,466			1,466

- TIN:

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

TY 2021 DepreciationSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
RENOVATIONS - PORCHES, DEPENDANCIES	2012-12-19	65,320	13,064	S/L	40.0000	1,633
RENOVATIONS - ROOFING	2012-12-19	45,430	9,087	S/L	40.0000	1,136
HEAT PUMP - OVERSEER'S HOUSE	2010-11-24	7,286	1,836	S/L	40.0000	182
BUSH HOG	2010-10-18	4,395	4,395	S/L	7.0000
ECHO POWER PRUNER	2010-10-22	695	695	S/L	7.0000
STIHL HS81R-24 HEDGE CLIPPER	2011-04-20	553	553	S/L	7.0000
HORSE BARN RENOVATIONS	2012-12-19	119,940	23,990	S/L	40.0000	2,998
SHUTTER RENOVATION	2012-12-19	29,024	5,806	S/L	40.0000	726
FRAMING OF PRESIDENTIAL LETTERS	2011-12-05	826	826	S/L	7.0000
SCRAPER FOR TRACTOR	2012-04-02	4,960	4,960	S/L	7.0000
JOHN DEERE 609 ROTARY CUTTER	2012-08-10	4,299	4,299	S/L	7.0000
JOHN DEERE TRACTOR 4120	2012-10-19	35,006	35,006	S/L	7.0000
GRAVE SITE FENCING, NEW GATE	2012-01-26	7,509	4,465	S/L	15.0000	501
PLANTATION HOUSE	2012-12-19	7,393,000	1,478,600	S/L	40.0000	184,825
50.19 ACRES LAND	2012-12-19	1,317,458
TRAILER	2013-01-14	6,500	6,500	S/L	5.0000
ROOFING REPAIRS	2013-01-15	30,354	6,071	S/L	40.0000	759
2013 TOYOTA CRUISER	2013-11-05	6,896	6,896	S/L	5.0000
HVAC SYSTEM	2014-10-15	87,498	13,671	S/L	40.0000	2,188
ELECTRIC GATE WITH CONTROLS	2014-05-15	4,233	1,881	S/L	15.0000	282
TREE MOUNTED LIGHTING	2014-03-15	2,405	1,096	S/L	15.0000	160
(2) 72" MOWERS	2014-04-22	15,735	14,986	S/L	7.0000	749
(2) LEAF BLOWERS & BAGGERS	2014-10-17	5,557	4,895	S/L	7.0000	662
TORO 30" COMM MOWER	2014-11-10	1,579	1,392	S/L	7.0000	187
2007 VOLVO BACKHOE (1/3)	2014-09-09	14,417	13,045	S/L	7.0000	1,372
GATOR	2015-01-27	12,192	10,306	S/L	7.0000	1,741
GATOR	2015-03-02	17,043	14,203	S/L	7.0000	2,434
2005 FORD F150	2015-10-05	12,654	12,654	S/L	5.0000
HVAC - BASEMENT	2015-01-01	14,016	2,102	S/L	40.0000	350
LAND - SURVEY	2015-02-14	2,507
SADDLE	2015-05-05	2,537	2,054	S/L	7.0000	363
2007 CAT TRACTOR (1/3)	2015-01-14	19,333	16,571	S/L	7.0000	2,762
2 STAGE TWIN TANK AIR COMPRESSOR	2016-06-20	1,369	880	S/L	7.0000	196
ELECTROLUX VACUUM	2016-06-20	1,741	1,119	S/L	7.0000	249
GATOR LIFT KIT	2016-07-20	1,068	674	S/L	7.0000	152
HYDRO-FEED CHIPPER	2016-11-04	10,064	5,990	S/L	7.0000	1,438
WASHER	2016-11-14	423	252	S/L	7.0000	60
FENCING - 3 BOARD AND RAIL	2016-08-09	33,544	9,877	S/L	15.0000	2,236
HONEYCOMB SHADES 95	2016-09-15	3,211	1,988	S/L	7.0000	458
WATER LINES & NEW HYDRANTS (3)	2016-06-16	9,263	2,779	S/L	15.0000	617
BALLROOM - FURNITURE	2017-12-06	4,850	2,136	S/L	7.0000	693
GRAY ROOM - FURNITURE	2017-12-06	10,925	4,812	S/L	7.0000	1,561
DRAWING ROOM - FURNITURE	2017-12-06	4,340	1,912	S/L	7.0000	620
MAIN HALL - FURNITURE	2017-12-06	2,580	1,136	S/L	7.0000	369
DINING ROOM - FURNITURE	2017-12-06	6,320	2,784	S/L	7.0000	903
FAMILY ROOM - FURNITURE	2017-12-06	3,215	1,416	S/L	7.0000	459
STORAGE - FURNITURE	2017-12-06	13,725	6,046	S/L	7.0000	1,960
DRAWING ROOM - FINE ART/PAINTING	2017-12-06	34,430
MAIL HALL - FINE ART/PAINTING	2017-12-06	21,750
DINING ROOM - FINE ART/PAINTING	2017-12-06	1,550
FAMILY ROOM - FINE ART/PAINTING	2017-12-06	1,615
STORAGE - FINE ART/PAINTING	2017-12-06	2,350
GRAY ROOM - FINE ART/PRINTS	2017-12-06	325
DRAWING ROOM - FINE ART/PRINTS	2017-12-06	200
FAMILY ROOM - FINE ART/PRINTS	2017-12-06	110
STORAGE - FINE ART/PRINTS	2017-12-06	475
GRAY ROOM - FINE ART/OTHER	2017-12-06	1,875
FAMILY ROOM - FINE ART/OTHER	2017-12-06	775
SILVER	2017-12-06	44,798
RUGS	2017-12-06	35,905	22,141	S/L	5.0000	7,181
GRAY ROOM - DOCUMENTS/HISTORICAL	2017-12-06	5,000
MAIN HALL - DOCUMENTS/HISTORICAL	2017-12-06	1,200
FAMILY ROOM - DOCUMENTS/HISTORICAL	2017-12-06	300
BUTLER PANTRY - DOCUMENTS/HISTORICAL	2017-12-06	1,050
STORAGE - DOCUMENTS/HISTORICAL	2017-12-06	7,755
GRAY ROOM - DOCUMENTS/OTHER	2017-12-06	195
MAIN HALL - DOCUMENTS/OTHER	2017-12-06	10
FAMILY ROOM - DOCUMENTS/OTHER	2017-12-06	10
GRAY ROOM - TEXTILES	2017-12-06	2,745
DRAWING ROOM - TEXTILES	2017-12-06	120
DINING ROOM - TEXTILES	2017-12-06	200
FAMILY ROOM - TEXTILES	2017-12-06	3,165
STORAGE - TEXTILES	2017-12-06	3,640
GRAY ROOM - CERAMICS	2017-12-06	525
DRAWING ROOM - CERAMICS	2017-12-06	460
MAIN HALL - CERAMICS	2017-12-06	890
DINING ROOM - CERAMICS	2017-12-06	5,585
FAMILY ROOM - CERAMICS	2017-12-06	3,975
BUTLER PANTRY - CERAMICS	2017-12-06	5,095
BALLROOM - GLASS	2017-12-06	50
GRAY ROOM - GLASS	2017-12-06	45
DINING ROOM - GLASS	2017-12-06	2,121
FAMILY ROOM - GLASS	2017-12-06	50
BUTLER PANTRY - GLASS	2017-12-06	1,140
GRAY ROOM - METALS	2017-12-06	3,490
DRAWING ROOM - METALS	2017-12-06	1,150
DINING ROOM - METALS	2017-12-06	1,280
FAMILY ROOM - METALS	2017-12-06	560
BUTLER PANTRY - METALS	2017-12-06	35
STORAGE - METALS	2017-12-06	460
BALLROOM - LIGHTING	2017-12-06	150	66	S/L	7.0000	22
GRAY ROOM - LIGHTING	2017-12-06	650	286	S/L	7.0000	93
DRAWING ROOM - LIGHTING	2017-12-06	720	317	S/L	7.0000	103
MAIN HALL - LIGHTING	2017-12-06	750	330	S/L	7.0000	107
DINING ROOM - LIGHTING	2017-12-06	700	308	S/L	7.0000	100
STORAGE - LIGHTING	2017-12-06	500	220	S/L	7.0000	72
BOOKS	2017-12-06	11,365
DRAWING ROOM - CLOCKS	2017-12-06	50	22	S/L	7.0000	7
DINING ROOM - CLOCKS	2017-12-06	1,100	485	S/L	7.0000	157
GRAY ROOM - MISCELLANEOUS	2017-12-06	315	139	S/L	7.0000	45
DRAWING ROOM - MISCELLANEOUS	2017-12-06	185	81	S/L	7.0000	27
MAIN HALL - MISCELLANEOUS	2017-12-06	210	93	S/L	7.0000	30
DINING ROOM - MISCELLANEOUS	2017-12-06	25	11	S/L	7.0000	4
FAMILY ROOM - MISCELLANEOUS	2017-12-06	1,430	630	S/L	7.0000	204
STORAGE - MISCELLANEOUS	2017-12-06	600	264	S/L	7.0000	86
GRAY ROOM - DECORATIVE OBJECTS	2017-12-06	880	388	S/L	7.0000	125
DRAWING ROOM - DECORATIVE OBJECTS	2017-12-06	740	326	S/L	7.0000	106
DINING ROOM - DECORATIVE OBJECTS	2017-12-06	525	231	S/L	7.0000	75
FAMILY ROOM - DECORATIVE OBJECTS	2017-12-06	165	73	S/L	7.0000	23
(2) HORSES 2 OF 2	2015-08-10	1,900	1,470	S/L	7.0000	271
BATHROOM- SLAVE QUARTERS RENOVATION	2018-08-15	4,164	254	S/L	39.0000	106
HVAC- SLAVE QUARTERS RENOVATION	2018-07-19	2,530	159	S/L	39.0000	65
CERAMIC FLOORING- SLAVE QUARTERS RENOVATION	2018-06-19	4,586	299	S/L	39.0000	117
WEST BUILDERS- SLAVE QUARTERS RENOVATION	2018-12-28	3,395	178	S/L	39.0000	87
GRAY ROOM - FINE ART/PAINTING	2017-12-06	23,010
ELECTRICAL - SLAVE QUARTERS	2019-02-12	2,737	132	S/L	39.0000	70
ELECTRICAL - SLAVE QUARTERS	2019-02-13	2,549	123	S/L	39.0000	65
KITCHEN - SLAVE QUARTERS	2019-02-28	2,119	102	S/L	39.0000	54
TOYOTA TUNDRA	2019-09-10	51,522	13,739	S/L	5.0000	10,305
CERAMIC & WOOD THRESHOLD- EAST COLONNADE BATH	2020-10-16	4,696	25	S/L	39.0000	121
INITITAL WORK FOR EAST COLONNADE BATHROOM	2020-09-11	1,433	11	S/L	39.0000	36
PLUMBING- EAST COLONNADE BATHROOM	2020-10-02	3,052	16	S/L	39.0000	79
ELECTRICAL- EXTERIOR OUTLETS	2020-12-01	3,033	3	S/L	39.0000	78
EAST WING KITCHEN ( DESIGN)	2021-09-09	500		S/L	39.0000	4
NORTH PORCH (DEMO WORK)	2021-10-25	3,707		S/L	39.0000	16
EAST WING KITCHEN, 2ND, 3RD BATH DEMO	2021-10-25	11,122		S/L	39.0000	48
2ND,3RD FLOOR GUEST BATH - FLOORING	2021-10-25	3,200		S/L	39.0000	14
WINDOWS	2021-12-10	4,450		S/L	39.0000	10

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Name of Bond	End of Year Book Value	End of Year Fair Market Value
MERCK & CO INC BOND 6.3%	3,641,220	3,517,380
CATERPILLAR INC DEL BOND 8%	475,748	429,736
PROCTOR & GAMBLE CO BOND 8%	412,056	428,106
WELLS FARGO & CO BOND 6.65%	456,472	436,104

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Name of Stock	End of Year Book Value	End of Year Fair Market Value
VANGUARD TOTAL STOCK MKT INDEX ADM	504,286	764,952
INVESCO QQQ TR UNIT SER 1	355,433	477,420
ISHARES TRUST RUSSELL 1000	388,448	518,892
SPDR S&P MIDCAP 400	213,404	313,196
ISHARES RUSSELL 2000 ETF	213,425	303,867

- TIN:

TY 2021 LandEtcSchedule2

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
RENOVATIONS- PORCHES, DEPENDENCIES	65,320	14,697	50,623	50,623
RENOVATIONS- ROOFING	45,430	10,223	35,207	35,207
HEAT PUMP- OVERSEER'S HOUSE	7,286	2,018	5,268	5,268
BUSH HOG	4,395	4,395
ECHO POWER PRUNER	695	695
STIHL HS81R-24 HEDGE CLIPPER	553	553
HORSE BARN RENOVATIONS	119,940	26,988	92,952	92,952
SHUTTER RENOVATION	29,024	6,532	22,492	22,492
FRAMING OF PRESIDENTIAL LETTERS	826	826
SCRAPER FOR TRACTOR	4,960	4,960
JOHN DEERE 609 ROTARY CUTTER	4,299	4,299
JOHN DEERE TRACTOR 4120	35,006	35,006
GRAVE SITE FENCING, NEW GATE	7,509	4,966	2,543	2,543
PLANTATION HOUSE	7,393,000	1,663,425	5,729,575	5,729,575
TRAILER	6,500	6,500
ROOFING REPAIRS	30,354	6,830	23,524	23,524
2013 TOYOTA CRUISER	6,896	6,896
HVAC SYSTEM	87,498	15,859	71,639	71,639
ELECTRIC GATE W/ CONTROLS	4,233	2,163	2,070	2,070
TREE-MOUNTED LIGHTING	2,405	1,256	1,149	1,149
(2) 72" MOWERS	15,735	15,735
(2) LEAF BLOWERS & BAGGERS	5,557	5,557
TORO 30" COMM MOWER	1,579	1,579
2007 VOLVO BACKHOE (1/3)	14,417	14,417
GATOR	12,192	12,047	145	145
GATOR	17,043	16,637	406	406
2005 FORD F150	12,654	12,654
HVAC- BASEMENT	14,016	2,452	11,564	11,564
SADDLE	2,537	2,417	120	120
(2) HORSES	1,900	1,741	159	159
2007 CAT TRACTOR (1/3)	19,333	19,333
2-STAGE TWIN TANK AIR COMPRESSOR	1,369	1,076	293	294
ELECTROLUX VACUUM	1,741	1,368	373	373
GATOR LIFT KIT	1,068	826	242	242
HYDRO- FEED CHIPPER	10,064	7,428	2,636	2,636
WASHER	423	312	111	111
FENCING (3- BOARD & RAIL)	33,544	12,113	21,431	21,431
HONEYCOMB SHADES (95)	3,211	2,446	765	765
WATER LINES & NEW HYDRANTS (3)	9,263	3,396	5,867	5,867
FURNITURE	45,955	26,807	19,148	19,148
FINE ART/PAINTING	88,465		88,465	88,465
SILVER	44,798		44,798	44,798
RUGS	35,905	29,322	6,583	6,582
DOCUMENTS	15,520		15,520	15,520
TEXTILES	9,870		9,870	9,870
CERAMICS	16,530		16,530	16,530
GLASS	3,406		3,406	3,406
METAL	6,975		6,975	6,975
LIGHTING	3,470	2,024	1,446	1,446
BOOKS	11,365		11,365	11,365
CLOCKS	1,150	671	479	479
MISCELLANEOUS DECOR	2,765	1,613	1,152	1,152
DECORATIVE OBJECTS	2,310	1,347	963	963
BATHROOM- SLAVE QUARTERS RENOVATION	4,164	360	3,804	3,804
HVAC- SLAVE QUARTERS RENOVATION	2,530	224	2,306	2,306
CERAMIC FLOORING- SLAVE QUARTERS REN	4,586	416	4,170	4,170
WEST BUILDERS- SLAVE QTRS RENO	3,395	265	3,130	3,130
ELECTRICAL- SLAVE QUARTERS	2,737	202	2,535	2,535
ELECTRICAL- SALVE QUARTERS	2,549	188	2,361	2,361
KITCHEN- SALVE QUARTERS	2,119	156	1,963	1,963
TOYOTA TUNDRA	51,522	24,044	27,478	27,478
EAST COLONNADE BATHROOM	12,214	369	11,845	11,845
2021 RENOVATIONS	22,980	91	22,889	22,889
50.19 ACRES LAND	1,317,458		1,317,458	1,317,458
SURVEY- LAND	2,507		2,507	2,507

- TIN:

TY 2021 OtherAssetsSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
COLLECTIONS	500	500	500

- TIN:

TY 2021 OtherExpensesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
ADVERTISING	417			417
ANIMAL EXPENSE	2,220			2,220
BANK CHARGES	60			60
DUES & SUBSCRIPTIONS	1,040			1,040
EQUIPMENT EXPENSE	9,016			9,016
GROUNDS MAINTENANCE	8,340	8,340	8,340
HORSES EXPENSE	8,480			8,480
HOUSE EXPENSES	15,396	1,591	15,396
INSURANCE	11,409			11,409
MEALS	3,565			3,565
OFFICE EXPENSE	2,539			2,539
SUBCONTRACTORS	61,586		11,911	49,675
UTILITIES	15,805			15,805
VEHICLE EXPENSE	6,721			6,721
PENALTIES & INTEREST	60			60

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Revenue And Expenses Per Books	Adjusted Net Income
GATE RECEIPTS	11,567	11,567
TOUR RECEIPTS	11,915	11,915
BOOK/POSTCARD INCOME	1,234	1,234
SALE OF HORSE TRAILER	1,000	1,000
PPP LOAN FORGIVENESS	39,800	39,800

- TIN:

TY 2021 OtherLiabilitiesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Beginning of Year - Book Value	End of Year - Book Value
PPP LOAN	39,800

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES	35			35

- TIN:

TY 2021 TaxesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category	Amount	Disbursements for Charitable Purposes
PAYROLL TAXES	10,489	10,489
PERSONAL PROPERTY TAXES	2,135	2,135
REAL ESTATE TAXES	10,485	10,485
FORM 990 TAXES	5,551	5,551