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 12-01-2021 , and ending 11-30-2022

Name of foundation
WOODWARD GEO JR AND HARRIET E T W

Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118

A Employer identification number

23-7750367

B Telephone number (see instructions)

(888) 730-4933

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

$35,863,853J 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)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	832,259		832,259
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		243,188
b	Gross sales price for all assets on line 6a 1,425,605
7	Capital gain net income (from Part IV, line 2)...			243,188
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,075,447		1,075,447
13	Compensation of officers, directors, trustees, etc.	294,916		265,425		29,492
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		1,075	0	0	1,075
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		8,149	7,458		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		20	20
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	304,160		272,903	0	30,567
25	Contributions, gifts, grants paid.......	1,279,998				1,279,998
26	Total expenses and disbursements. Add lines 24 and 25	1,584,158		272,903	0	1,310,565
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-508,711
b	Net investment income (if negative, enter -0-)			802,544
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.............
	2	Savings and temporary cash investments.........	1,142,839	952,823	952,823
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	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).......	3,432,789	3,454,865	21,471,592
	c	Investments—corporate bonds (attach schedule).......	4,667,130	4,329,683	4,017,207
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	9,155,659	9,155,659	9,422,231
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	18,398,417	17,893,030	35,863,853
	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 )
	23	Total liabilities (add lines 17 through 22).........		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........	18,398,417	17,893,030
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	18,398,417	17,893,030
	30	Total liabilities and net assets/fund balances (see instructions).	18,398,417	17,893,030

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

18,398,417

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

-508,711

Other increases not included in line 2 (itemize) bullet

4,189

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

17,893,895

Decreases not included in line 2 (itemize) bullet

865

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

17,893,030

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	30000. BANK OF AMERICA CORP 3.300% 1/11/23		2021-06-10	2022-02-01
b	62000. BANK OF AMERICA CORP 3.300% 1/11/23		2018-07-16	2022-02-01
c	20000. SHELL INTERNATIONAL 2.000% 11/07/24		2021-06-10	2022-03-02
d	75000. SHELL INTERNATIONAL 2.000% 11/07/24		2020-02-04	2022-03-02
e	95000. JPMORGAN CHASE & CO 3.200% 1/25/23		2021-06-08	2022-04-21
	500. BRISTOL MYERS SQUIBB CO		2009-06-23	2022-05-04
	35000. MORGAN STANLEY 3.875% 4/29/24		2021-06-09	2022-06-08
	59000. MORGAN STANLEY 3.875% 4/29/24		2019-05-09	2022-06-08
	96000. PAYPAL HOLDINGS INC 2.400% 10/01/24		2019-12-04	2022-06-10
	61000. BANK OF MONTREAL 2.350% 9/11/22		2018-10-22	2022-09-11
	275000. US TREASURY NOTE 1.750% 9/30/22		2017-09-20	2022-09-30
	52000. DOLLAR GENERAL CORP 3.250% 4/15/23		2018-10-22	2022-10-06
	95000. WESTPAC BANKING CORP 3.300% 2/26/24		2019-03-06	2022-11-17
	96000. DOWDUPONT INC 4.205% 11/15/23		2019-03-26	2022-11-18
	95000. ROYAL BANK OF CANADA 1.600% 4/17/23		2021-06-08	2022-11-29
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	30,649	31,407	-758
b	63,342	61,249	2,093
c	20,026	20,942	-916
d	75,098	75,489	-391
e	95,686	99,535	-3,849
	37,715	10,095	27,620
	35,426	38,249	-2,823
	59,717	61,120	-1,403
	93,996	98,695	-4,699
	61,000	58,252	2,748
	275,000	271,697	3,303
	52,000	50,481	1,519
	93,198	97,719	-4,521
	96,000	102,318	-6,318
	93,870	97,360	-3,490
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882
			242,882

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			-758
b			2,093
c			-916
d			-391
e			-3,849
			27,620
			-2,823
			-1,403
			-4,699
			2,748
			3,303
			1,519
			-4,521
			-6,318
			-3,490

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	243,188
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	11,155
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	11,155
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	14,362
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	14,362
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
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,207
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax3,207	Refunded	11	0

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

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

WELLS FARGO BANK NA Telephone no. bullet

(888) 730-4933

Located at bullet

100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4 bullet

27101

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)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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-)
JAMES H STEVENS ESQUIRE	CO-TRUSTEE 1	73,729
100 N MAIN ST MAC D4001-117 WINSTON SALEM,NC27101	CO-TRUSTEE 1	73,729
EMORY A WYANT JR	CO-TRUSTEE 1	73,729
100 N MAIN ST MAC D4001-117 WINSTON SALEM,NC27101	CO-TRUSTEE 1	73,729
WELLS FARGO BANK N A	TRUSTEE 1	147,458
100 N MAIN ST MAC D40001-117 WINSTONSALEM,NC27101	TRUSTEE 1	147,458

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

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

35,345,717

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

981,624

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

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

36,327,341

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

36,327,341

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

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

544,910

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

35,782,431

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

1,789,122

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

1,789,122

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

11,155

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

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

11,155

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

1,777,967

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

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

1,777,967

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

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

1,777,967

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					1,777,967
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				875,526
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,310,565
a Applied to 2020, but not more than line 2a				875,526
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					435,039
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					1,342,928
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 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

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

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 ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA,PA19103	NONE	PC	GENERAL OPERATING	213,333
PENNA ACADEMY OF THE FINE ARTS ATTN ANTHONY DECOCINIS PHILADELPHIA,PA19102	NONE	PC	GENERAL OPERATING	213,333
THE PHILADELPHIA ORCHESTRA 1 SOUTH BROAD STREET PHILADELPHIA,PA19107	NONE	PC	GENERAL OPERATING	213,333
CHURCH OF ST MARTIN IN THE FIELD 8000 ST MARTINS LN PHILADELPHIA,PA19118	NONE	PC	GENERAL OPERATING	213,333
TRUSTEES OF THEUNIVERSITY OF PA 801 SPRUCE STREET PHILADELPHIA,PA19107	NONE	PC	GENERAL OPERATING	213,333
PHILADELPHIA MUSEUM OF ART 2600 BENJAMIN FRANKILIN PKWY PHILADELPHIA,PA19130	NONE	PC	GENERAL OPERATING	213,333
Total ................................. 3a				1,279,998

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.....
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	243,188
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,075,447

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

1,075,447

(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.)

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:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,075			1,075

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Name of Bond	End of Year Book Value	End of Year Fair Market Value
037833DM9 APPLE INC	72,407	69,771
9128284X5 US TREASURY NOTE	259,756	246,348
693506BU0 PPG INDUSTRIES INC	94,942	84,339
91282CCJ8 US TREASURY NOTE	196,188	179,290
86562MBB5 SUMITOMO MITSUI FINL	95,110	92,122
256677AC9 DOLLAR GENERAL CORP
822582CC4 SHELL INTERNATIONAL
42824CBJ7 HP ENTERPRISE CO	96,986	90,667
125523CP3 CIGNA CORP	95,423	85,069
912828L57 US TREASURY NOTE
912828J27 US TREASURY NOTE 2.0	264,953	237,960
912828G38 US TREASURY NOTE 2.2	261,889	240,088
38141GXJ8 GOLDMAN SACHS GROUP	104,539	91,930
912828WJ5 US TREASURY NOTE 2.5	258,991	242,608
20030NBN0 COMCAST CORP	104,209	92,103
26078JAB6 DOWDUPONT INC
46625HJH4 JPMORGAN CHASE & CO
961214EC3 WESTPAC BANKING CORP
70450YAC7 PAYPAL HOLDINGS INC
78015K7G3 ROYAL BANK OF CANADA	97,360	93,870
06051GEU9 BANK OF AMERICA CORP
29444UBK1 EQUINIX INC	94,811	84,758
776743AM8 ROPER TECHNOLOGIES	94,498	84,555
91282CBH3 US TREASURY NOTE	246,006	222,920
00287YBC2 ABBVIE INC	97,586	90,813
579780AR8 MCCORMICK & CO	94,428	83,498
91324PCC4 UNITEDHEALTH GROUP	91,612	91,542
61746BDQ6 MORGAN STANLEY 3.875
166764BW9 CHEVRON CORP	65,378	60,761
482480AE0 KLA-TENCOR CORP 4.65	103,163	92,675
606822BD5 MITSUBISHI UFJ FIN	93,872	89,114
808513BF1 CHARLES SCHWAB CORP	94,947	84,681
231021AU0 CUMMINS INC	96,150	86,668
075887BF5 BECTON DICKINSON AND	104,664	92,692
15089QAJ3 CELANESE US HOLDINGS	26,054	24,246
3137EAEQ8 FED HOME LN MTG CORP	143,783	141,648
06367TG38 BANK OF MONTREAL
3135G03U5 FED NATL MTG ASSN	150,272	137,375
89115A2A9 TORONTO-DOMINION BAN	119,314	116,748
961214FK4 WESTPAC BANKING CORP	96,851	97,769
02005NBQ2 ALLY FINANCIAL INC	108,878	103,568
023135CF1 AMAZON.COM INC	114,671	110,255
06051GKE8 VR BANK OF AMERICA	98,635	91,847
46647PCZ7 VR JPMORGAN CHASE &	100,064	97,479
91282CBT7 US TREASURY NOTE	91,293	85,430

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Name of Stock	End of Year Book Value	End of Year Fair Market Value
037833100 APPLE INC	387,398	2,960,600
02079K107 ALPHABET INC CL C	90,026	304,350
478160104 JOHNSON & JOHNSON	227,760	712,000
25243Q205 DIAGEO PLC - ADR	98,119	186,550
778296103 ROSS STORES INC	45,633	588,350
65339F101 NEXTERA ENERGY INC	108,211	1,185,800
084670108 BERKSHIRE HATHAWAY I	200,753	2,881,680
097023105 BOEING CO	39,196	35,776
46625H100 JPMORGAN CHASE & CO	178,625	661,882
17275R102 CISCO SYSTEMS INC	120,737	268,488
742718109 PROCTER & GAMBLE CO	181,408	790,548
75513E101 RAYTHEON TECHNOLOGIE	65,118	158,446
438516106 HONEYWELL INTERNATIO	126,636	642,184
594918104 MICROSOFT CORP	199,125	1,621,415
532457108 ELI LILLY & CO COM	185,623	1,026,036
437076102 HOME DEPOT INC	205,130	2,180,453
194162103 COLGATE PALMOLIVE CO	17,808	271,180
254687106 WALT DISNEY CO	151,895	234,888
98978V103 ZOETIS INC	96,926	248,936
609207105 MONDELEZ INTERNATION	97,268	338,050
91324P102 UNITEDHEALTH GROUP I	132,696	985,968
02079K305 ALPHABET INC CL A	84,525	282,772
871829107 SYSCO CORP	41,002	62,720
166764100 CHEVRON CORP	18,872	944,047
87612E106 TARGET CORP	121,083	586,416
882508104 TEXAS INSTRUMENTS IN	150,648	1,082,760
110122108 BRISTOL MYERS SQUIBB	50,473	200,700
867224107 SUNCOR ENERGY INC NE	32,171	28,597

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
922042858 VANGUARD FTSE EMERGI	AT COST	150,116	159,446
78463X863 SPDR DJ WILSHIRE INT	AT COST	678,810	459,863
98978V103 ZOETIS INC
17275R102 CISCO SYSTEMS INC
194162103 COLGATE PALMOLIVE CO
91324P102 UNITEDHEALTH GROUP I
9128284X5 US TREASURY NOTE
15089QAJ3 CELANESE US HOLDINGS
084670108 BERKSHIRE HATHAWAY I
285512109 ELECTRONIC ARTS INC
594918104 MICROSOFT CORP
68389X105 ORACLE CORPORATION
882508104 TEXAS INSTRUMENTS IN
438516106 HONEYWELL INTERNATIO
46625H100 JPMORGAN CHASE & CO
88579Y101 3M CO
00287YBC2 ABBVIE INC
91159HHL7 US BANCORP
126650CT5 CVS HEALTH CORP
38141GWC4 GOLDMAN SACHS GROUP
9128282N9 US TREASURY NOTE
78464A607 SPDR DOW JONES REIT	AT COST	520,302	540,353
0258M0DX4 AMERICAN EXPRESS CRE
912828L57 US TREASURY NOTE
02079K107 ALPHABET INC CL C
957663503 WESTERN ASSET CORE P
912828PX2 US TREASURY NOTE 3.6
06367TG38 BANK OF MONTREAL
91324PCC4 UNITEDHEALTH GROUP
00770G847 JOHCM INTERNATIONAL
110122108 BRISTOL MYERS SQUIBB
254687106 WALT DISNEY CO
437076102 HOME DEPOT INC
778296103 ROSS STORES INC
9128284S6 US TREASURY NOTE
74144Q203 T ROWE PRICE INST EM	AT COST	358,000	373,973
72201F516 PIMCO E/M LCL CUR &	AT COST	509,921	366,686
H1467J104 CHUBB LTD
609207105 MONDELEZ INTERNATION
037833100 APPLE INC
913017109 UNITED TECHNOLOGIES
86562MBB5 SUMITOMO MITSUI FINL
464287465 ISHARES MSCI EAFE ET	AT COST	250,136	237,672
00440EAT4 ACE INA HOLDINGS
912828SF8 US TREASURY NOTE 2.0
06051GEU9 BANK OF AMERICA CORP
25243Q205 DIAGEO PLC - ADR
478160104 JOHNSON & JOHNSON
532457108 ELI LILLY & CO COM
87612E106 TARGET CORP
464287655 ISHARES RUSSELL 2000	AT COST	195,011	232,526
912828F21 US TREASURY NOTE 2.1
961214EC3 WESTPAC BANKING CORP
19247U106 COHEN & STEERS INSTL	AT COST	550,000	584,463
02079K305 ALPHABET INC CL A
824348AU0 SHERWIN-WILLIAMS CO
74925K581 BOSTON P LNG/SHRT RE	AT COST	900,000	1,132,450
742718109 PROCTER & GAMBLE CO
912828WJ5 US TREASURY NOTE 2.5
26078JAB6 DOWDUPONT INC
04314H758 ARTISAN SMALL CAP FU	AT COST	391,459	795,221
22544R305 CREDIT SUISSE COMM R	AT COST	366,000	383,271
931427AH1 WALGREENS BOOTS ALLI
037833DM9 APPLE INC
85917K546 STERLING CAP STR S/C	AT COST	124,800	120,578
7591EPAK6 REGIONS FINANCIAL CO
06406FAA1 BANK OF NY MELLON CO
65339F101 NEXTERA ENERGY INC
05531FAV5 BB&T CORPORATION
00203H859 AQR MANAGED FUTURES
464288588 ISHARES MBS ETF
256677AC9 DOLLAR GENERAL CORP
61746BDQ6 MORGAN STANLEY 3.875
256206103 DODGE & COX INTL STO	AT COST	1,000,000	1,126,067
166764100 CHEVRON CORP
606822BD5 MITSUBISHI UFJ FIN
58933Y105 MERCK & CO INC NEW
31641Q755 FIDELITY NEW MRKTS I	AT COST	520,000	395,676
75513E101 RAYTHEON TECHNOLOGIE
166764BW9 CHEVRON CORP
126650CW8 CVS HEALTH CORP
42824CBJ7 HP ENTERPRISE CO
871829107 SYSCO CORP
3135G03U5 FED NATL MTG ASSN
822582CC4 SHELL INTERNATIONAL
29444UBK1 EQUINIX INC
70450YAC7 PAYPAL HOLDINGS INC
776743AM8 ROPER TECHNOLOGIES
3137EAEQ8 FED HOME LN MTG CORP
957663669 WESTERN ASSET CORE P	AT COST	825,367	847,308
482480AE0 KLA-TENCOR CORP 4.65
097023105 BOEING CO
231021AU0 CUMMINS INC
912828J27 US TREASURY NOTE 2.0
912828G38 US TREASURY NOTE 2.2
46429B366 ISHARES CMBS ETF	AT COST	217,767	184,560
46653M849 JOHCM INTERNATIONAL	AT COST	300,000	366,862
464286145 ISHR MSCI FRONT & SE	AT COST	797,970	639,813
00191K609 AQR MANAGED FUTURES	AT COST	500,000	475,443

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Description	Amount
MF TIMING DIFFERENCE	729
CY POAI CARRYOVER	133
ROUNDING	3

- TIN:

TY 2021 OtherExpensesSchedule

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES	20	20		0

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Description	Amount
CY PENDING SALES	3,490
PY POAI CARRYOVER	699

- TIN:

TY 2021 TaxesSchedule

Name:

WOODWARD GEO JR AND HARRIET E T W

EIN:

23-7750367

Category	Amount	Net Investment Income
FOREIGN TAXES	4,891	4,891
FEDERAL ESTIMATES - PRINCIPAL	691	0
FOREIGN TAXES ON QUALIFIED FOR	157	157
FOREIGN TAXES ON NONQUALIFIED	2,410	2,410