Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
WILLIAM M WOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

38-3716011
B Telephone number (see instructions)

(888) 866-3275
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$72,518,188J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,472,425 1,471,255  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,043,230
b Gross sales price for all assets on line 6a 10,482,023
7 Capital gain net income (from Part IV, line 2)... 2,043,230
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........ 3,515,655 3,514,485  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 495,635 297,381   198,254
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)....... Click to see attachment 1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment 197,915     197,915
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 87,824 12,824   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 500     500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 783,124 310,955 0 397,169
25 Contributions, gifts, grants paid....... 3,618,795 3,618,795
26 Total expenses and disbursements. Add lines 24 and 25 4,401,919 310,955 0 4,015,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -886,264
b Net investment income (if negative, enter -0-) 3,203,530
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,405,939 177,277 177,277
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment4,920,278 4,905,940
b Investments—corporate stock (attach schedule)....... 41,260,924 Click to see attachment39,142,968 58,037,622
c Investments—corporate bonds (attach schedule)....... 11,765,166 Click to see attachment10,300,322 9,396,859
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1 Click to see attachment1 490
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,432,030 54,540,846 72,518,188
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 55,432,030 54,540,846
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)..... 55,432,030 54,540,846
30 Total liabilities and net assets/fund balances (see instructions). 55,432,030 54,540,846
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
55,432,030
2
Enter amount from Part I, line 27a .....................
2
-886,264
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
54,545,767
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,921
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
54,540,846
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 500000. AMERICAN HONDA FINANCE SER MTN   2019-02-20 2021-12-10
b 2400. HILL ROM HLDGS   2021-04-09 2021-12-14
c 3000. HILL ROM HLDGS   2020-04-03 2021-12-14
d 250000. TOYOTA MOTOR CREDIT CORP SER MTN   2017-03-17 2022-01-11
e 100000. TOYOTA MOTOR CREDIT CORP SER MTN   2018-03-14 2022-01-11
250000. ALABAMA POWER CO CLD SER 17A GLB   2017-03-16 2022-02-28
1150. ABBOTT LABORATORIES   2019-11-01 2022-04-20
3150. ACTIVISION BLIZZARD INC   2020-04-03 2022-04-20
150. AMERICAN WTR WKS CO INC NEW   2021-04-09 2022-04-20
1375. AMERICAN WTR WKS CO INC NEW   2018-10-19 2022-04-20
50. BLACKROCK INC CL A   2020-04-03 2022-04-20
50. BLACKROCK INC CL A   2014-04-11 2022-04-20
1150. BOSTON SCIENTIFIC CORPORATION   2018-10-19 2022-04-20
100. BROADCOM INC   2020-04-03 2022-04-20
100. BROADCOM INC   2014-04-11 2022-04-20
1275. CISCO SYSTEMS INCORPORATED   2017-06-06 2022-04-20
1875. CITIGROUP INC COM NEW   2018-03-21 2022-04-20
1950. COCA COLA CO COM   2021-04-09 2022-04-20
1675. COMCAST CORP NEW CL A COM   2019-11-01 2022-04-20
100. COSTCO WHSL CORP NEW COM   2020-04-03 2022-04-20
150. COSTCO WHSL CORP NEW COM   2014-05-09 2022-04-20
100. CROWN CASTLE INC SHS   2021-04-09 2022-04-20
225. ELECTRONIC ARTS   2020-04-03 2022-04-20
25. EQUINIX INC   2021-04-09 2022-04-20
175. META PLATFORMS INC CLASS A COMMON STOCK   2018-10-19 2022-04-20
3800. FORTIVE CORP SHS   2021-04-09 2022-04-20
525. HOME DEPOT INC   2014-04-11 2022-04-20
425. HONEYWELL INTERNATIONAL INC   2017-06-06 2022-04-20
1600. IDEXX LABS INC   2020-04-03 2022-04-20
50. ILLINOIS TOOL WORKS INCORPORATED   2021-04-09 2022-04-20
150. ILLINOIS TOOL WORKS INCORPORATED   2018-10-19 2022-04-20
3375. INTERCONTINENTAL EXCHANGE INC   2019-11-01 2022-04-20
450. INTERCONTINENTAL EXCHANGE INC   2020-04-03 2022-04-20
800. J P MORGAN CHASE & CO COM   2020-04-03 2022-04-20
325. J P MORGAN CHASE & CO COM   2005-03-12 2022-04-20
100. JOHNSON & JOHNSON   2020-04-03 2022-04-20
350. JOHNSON & JOHNSON   2014-04-11 2022-04-20
300. L3HARRIS TECHNOLOGIES INC   2021-04-09 2022-04-20
450. MARVELL TECH INC   2019-11-01 2022-04-20
1075. MARVELL TECH INC   2020-04-03 2022-04-20
890. MICROSOFT CORPORATION   2013-10-18 2022-04-20
735. MICROSOFT CORPORATION   2012-10-01 2022-04-20
2000. MONDELEZ INTERNATIONAL INC   2021-04-09 2022-04-20
1425. MONDELEZ INTERNATIONAL INC   2019-11-01 2022-04-20
475. NIKE INC CL B   2019-11-01 2022-04-20
650. PROLOGIS INC   2021-04-09 2022-04-20
1250. REPLIGEN CORP COM   2020-04-03 2022-04-20
525. SPDR S P BIOTECH   2019-11-01 2022-04-20
450. SALESFORCE.COM INC COMMON   2019-11-01 2022-04-20
350. SHOPIFY INC CL A   2021-04-09 2022-04-20
475. TARGET CORP   2018-03-21 2022-04-20
275. UNITED PARCEL SERVICE CL B   2021-04-09 2022-04-20
1375. VERIZON COMMUNICATIONS   2019-11-01 2022-04-20
700. VISA INC CL A SHRS   2020-04-03 2022-04-20
150. VULCAN MATERIALS COMPANY   2021-04-09 2022-04-20
200. VULCAN MATERIALS COMPANY   2018-10-19 2022-04-20
925. EATON CORP PLC   2021-04-09 2022-04-20
125. ASML HLDG NV NY REG SHS   2021-04-09 2022-04-20
425. LYONDELLBASELL INDUSTRIE   2021-04-09 2022-04-20
250000. CVS HEALTH CORP CLD GLB   2015-09-28 2022-05-31
250000. CVS HEALTH CORP CLD GLB   2019-02-14 2022-05-31
250000. MICROSOFT CORP CLD GLB   2015-10-30 2022-09-06
215173.788 FRANKLIN FLOATING RATE DAILY ACCESS FUND CL R6   2021-09-27 2022-09-23
250000. UNITED PARCEL SERVICE GLB   2017-07-03 2022-10-01
100000. UNITED PARCEL SERVICE GLB   2017-12-22 2022-10-01
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 500,000   500,000  
b 374,400   268,382 106,018
c 468,000   307,847 160,153
d 250,000   250,000  
e 100,000   98,557 1,443
250,000   247,878 2,122
141,108   96,746 44,362
248,979   189,245 59,734
25,064   22,711 2,353
229,757   126,282 103,475
35,359   21,005 14,354
35,359   14,735 20,624
54,249   42,918 11,331
60,399   23,386 37,013
60,399   6,552 53,847
67,526   40,418 27,108
100,968   136,792 -35,824
128,333   103,126 25,207
80,074   75,576 4,498
59,851   28,869 30,982
89,777   17,257 72,520
19,571   17,346 2,225
27,933   23,456 4,477
19,039   17,217 1,822
35,877   27,258 8,619
227,099   266,964 -39,865
163,845   40,024 123,821
83,910   54,356 29,554
817,373   376,569 440,804
10,325   10,997 -672
30,975   19,094 11,881
417,726   321,000 96,726
55,697   36,459 19,238
106,682   67,230 39,452
43,340   11,759 31,581
18,389   13,296 5,093
64,363   33,879 30,484
77,250   62,379 14,871
28,941   11,068 17,873
69,136   24,195 44,941
256,378   31,092 225,286
211,728   21,830 189,898
130,990   117,283 13,707
93,330   75,143 18,187
65,207   42,950 22,257
112,284   70,642 41,642
192,462   122,268 70,194
44,609   43,111 1,498
85,050   70,756 14,294
195,488   419,901 -224,413
117,289   33,880 83,409
52,631   47,871 4,760
74,463   83,780 -9,317
153,970   106,924 47,046
27,369   25,791 1,578
36,493   18,886 17,607
138,854   128,997 9,857
80,548   79,504 1,044
47,514   43,937 3,577
250,000   250,177 -177
250,000   250,069 -69
250,000   250,049 -49
1,587,983   1,700,000 -112,017
250,000   250,000  
100,000   99,681 319
      310
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      310
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        
b       106,018
c       160,153
d        
e       1,443
      2,122
      44,362
      59,734
      2,353
      103,475
      14,354
      20,624
      11,331
      37,013
      53,847
      27,108
      -35,824
      25,207
      4,498
      30,982
      72,520
      2,225
      4,477
      1,822
      8,619
      -39,865
      123,821
      29,554
      440,804
      -672
      11,881
      96,726
      19,238
      39,452
      31,581
      5,093
      30,484
      14,871
      17,873
      44,941
      225,286
      189,898
      13,707
      18,187
      22,257
      41,642
      70,194
      1,498
      14,294
      -224,413
      83,409
      4,760
      -9,317
      47,046
      1,578
      17,607
      9,857
      1,044
      3,577
      -177
      -69
      -49
      -112,017
       
      319
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,043,230
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 44,529
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 44,529
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 87,392
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 87,392
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 42,863
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet42,863 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 653067DALLASTX ZIP+4bullet752653067
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BANK OF AMERICAClick to see attachment CO-TRUSTEE
    1     		433,146    
    100 FEDERAL STREET
    BOSTON,MA02110
    EDWARD M CONDIT JRClick to see attachment CO-TRUSTEE
    2     		62,489    
    PO BOX 447
    WESTON,MA02493
    FREDERICK A SPAULDINGClick to see attachment CO-TRUSTEE
    2     		0    
    9195 SANDROCK RD
    EDEN,NY140579101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    73,172,537
    b
    Average of monthly cash balances.......................
    1b
    2,774,886
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,947,423
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    75,947,423
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,139,211
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    74,808,212
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,740,411
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,740,411
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    44,529
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    44,529
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,695,882
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,695,882
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,695,882
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,695,882
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,511,162
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,015,964
    a Applied to 2020, but not more than line 2a 3,511,162
    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..... 504,802
    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 ..........     		3,191,080
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EMMA GREENE
    225 FRANKLIN STREET
    BOSTON,MA02110
    (888) 866-3275
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN OR VERBAL REQUESTS ACCEPTED, NO SPECIFIC FORM NEEDED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SEE ATTACHED STATEMENT
    SEE ATTACHED
    SEE ATTACHED,RI02901     		N/A PC SEE ATTACHED 3,618,795
    Total .................................bullet 3a 3,618,795
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 2,043,230  
    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) ..   3,515,655  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,515,655
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    TY 2021 CompensationExplanation
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Person Name Explanation
    BANK OF AMERICA SEE FOOTNOTE

    TY 2021 GeneralExplanationAttachment
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Name of Bond End of Year Book Value End of Year Fair Market Value
    126650CK4 CVS HEALTH CORP GLB    
    594918BH6 MICROSOFT CORP GLB    
    907818DM7 UNION PACIFIC CORP - 498,778 498,890
    010392FQ6 ALABAMA POWER CO SER    
    037833AK6 APPLE INC GLB 348,390 346,511
    12189LAV3 BURLINGTN NORTH SANT 251,062 240,565
    26442CAQ7 DUKE ENERGY CAROLINA 250,098 248,400
    30040WAD0 EVERSOURCE ENERGY SE 349,234 335,969
    31428XBF2 FEDEX CORP COMPANY G 349,098 333,610
    458140BD1 INTEL CORP GLB 250,146 243,885
    89236TDP7 TOYOTA MOTOR CREDIT    
    911312AQ9 UNITED PARCEL SERVIC    
    10112RAX2 BOSTON PROPERTIES LP 345,604 332,577
    49446RAU3 KIMCO REALTY CORP GL 348,012 336,382
    91324PCC4 UNITEDHEALTH GROUP I 350,365 348,257
    00206RHJ4 AT&T INC GLB 499,505 478,355
    02665WCP4 AMERICAN HONDA FINAN    
    10373QBE9 BP CAP MARKETS AMERI 501,087 482,845
    03027XBB5 AMERICAN TOWER CORP 248,903 224,703
    048303CJ8 ATLANTIC CITY ELECTR 250,513 204,375
    06406RAZ0 BANK OF NY MELLON CO 250,689 207,750
    24422EVF3 JOHN DEERE CAPITAL C 252,922 222,435
    254687FL5 WALT DISNEY COMPANY/ 250,126 211,020
    37045XDM5 GENERAL MOTORS FINL 250,454 230,595
    459200KJ9 IBM CORP GLB 243,890 204,723
    58933YAY1 MERCK & CO INC GLB 246,090 223,588
    63743HEY4 NATIONAL RURAL UTIL 249,695 232,088
    65339KBR0 NEXTERA ENERGY CAPIT 250,426 206,723
    655844CK2 NORFOLK SOUTHERN COR 250,339 207,200
    717081FB4 PFIZER INC GLB 246,250 202,503
    747525BN2 QUALCOMM INC GLB 243,193 212,020
    75513ECM1 RAYTHEON TECH CORP G 243,205 198,278
    882508BJ2 TEXAS INSTRUMENTS IN 244,048 206,610
    883556CK6 THERMO FISHER SCIENT 246,895 212,605
    92343VGJ7 VERIZON COMMUNICATIO 253,136 207,515
    931142ES8 WALMART INC GLB 249,278 215,605
    931427AU2 WALGREENS BOOTS ALLI 250,047 240,253
    94106LBQ1 WASTE MANAGEMENT INC 250,478 213,008
    0641598J8 USD BANK NOVA SCOTIA 249,903 241,400
    14913R2H9 CATERPILLAR FINL SER 244,485 224,583
    191216CU2 COCA-COLA CO/THE GLB 247,903 221,973
    260543DC4 DOW CHEMICAL CO/THE 246,075 199,060

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Name of Stock End of Year Book Value End of Year Fair Market Value
    254687106 DISNEY (WALT) CO COM 211,501 295,567
    437076102 HOME DEPOT INC 189,175 936,331
    191216100 COCA COLA COM 261,600 671,722
    084670702 BERKSHIRE HATHAWAYIN 297,017 1,252,098
    46625H100 JPMORGAN CHASE & CO 212,753 812,498
    594918104 MICROSOFT CORP 251,039 2,261,816
    92343V104 VERIZON COMMUNICATNS 386,930 293,325
    464287655 ISHARES TR RUSSELL 2 4,132,967 6,184,147
    438516106 HONEYWELL INTL INC D 236,826 514,845
    87612E106 TARGET CORP C 178,316 417,675
    002824100 ABBOTT LABS 451,430 666,996
    478160104 JOHNSON AND JOHNSON 193,257 440,550
    037833100 APPLE INC 848,072 3,327,714
    17275R102 CISCO SYSTEMS INC 179,647 341,328
    20030N101 COMCAST CORP NEW CL 375,635 330,676
    22160K105 COSTCO WHOLESALE CRP 157,610 738,773
    09247X101 BLACKROCK INC 185,657 451,080
    78463V107 SPDR GOLD TRUST 1,317,947 1,284,694
    02079K305 ALPHABET INC SHS 582,933 1,423,959
    697435105 PALO ALTO NETWORKS I 221,743 986,270
    46432F842 ISHARES TR CORE MSCI 5,228,469 5,470,533
    166764100 CHEVRON CORP 472,144 843,226
    35671D857 FREEPORT-MCMORAN INC 214,022 212,930
    929160109 VULCAN MATERIALS CO 184,137 357,494
    149123101 CATERPILLAR INC DEL 545,593 862,897
    244199105 DEERE CO 217,967 661,500
    452308109 ILLINOIS TOOL WORKS 127,295 227,470
    907818108 UNION PACIFIC CORP 360,153 483,782
    101137107 BOSTON SCIENTIFIC CO 231,384 280,674
    172967424 CITIGROUP INC COM NE 690,790 497,413
    617446448 MORGAN STANLEY 498,614 1,279,713
    00724F101 ADOBE INC SHS 313,803 431,163
    11135F101 BROADCOM INC 80,125 673,910
    70450Y103 PAYPAL HOLDINGS INC 380,747 315,600
    30303M102 META PLATFORMS INC C 151,866 115,148
    030420103 AMERICAN WTR WKS CO 117,098 193,494
    464287499 ISHARES RUSSELL MIDC 4,120,726 4,751,470
    78464A870 SPDR S P BIOTECH 240,191 244,589
    91913Y100 VALERO ENERGY CORP N 227,793 334,050
    26614N102 DUPONT DE NEMOURS 363,611 434,201
    G29183103 EATON CORP PLC 532,316 796,819
    023135106 AMAZON COM INC COM 1,096,571 1,158,480
    654106103 NIKE INC CL B 226,050 274,225
    609207105 MONDELEZ INTERNATION 391,720 508,765
    45866F104 INTERCONTINENTAL EXC    
    67066G104 NVIDIA 278,121 888,458
    79466L302 SALESFORCE INC 362,272 392,613
    464288687 ISHARES PREFERRED & 1,706,508 1,391,686
    502431109 L3HARRIS TECHNOLOGIE 282,028 340,620
    431475102 HILL ROM HLDGS    
    45168D104 IDEXX LAB INC DEL $0    
    759916109 REPLIGEN CORP COM    
    89832Q109 TRUIST FINL CORP 424,427 381,642
    92826C839 VISA INC CL A SHRS 580,443 824,600
    00507V109 ACTIVISION BLIZZARD    
    285512109 ELECTRONIC ARTS INC 132,920 166,745
    22822V101 CROWN CASTLE INC SHS 86,981 70,715
    29444U700 EQUINIX INC 189,386 189,929
    74340W103 PROLOGIS INC 374,944 406,376
    20825C104 CONOCOPHILLIPS 589,062 864,570
    25179M103 DEVON ENERGY CORP NE 919,685 1,089,468
    N53745100 LYONDELLBASELL INDUS 230,023 189,147
    34959J108 FORTIVE CORP SHS    
    911312106 UNITED PARCEL SVC CL 274,170 298,825
    538034109 LIVE NATION ENT INC 252,325 211,004
    552953101 MGM RESORTS INTERNAT 370,496 328,054
    126650100 CVS HEALTH CORP 850,590 1,021,347
    58933Y105 MERCK AND CO INC SHS 626,558 853,430
    91324P102 UNITEDHEALTH GROUP I 786,515 1,040,744
    48251W104 KKR & CO INC C 201,906 172,634
    N07059210 ASML HLDG NV NY REG 429,324 410,481
    573874104 MARVELL TECH INC 188,498 389,605
    82509L107 SHOPIFY INC CL A    
    65339F101 NEXTERA ENERGY INC S 357,328 381,150
    353612781 FRANKLIN FLOATING RA    
    43300A203 HILTON WORLDWIDE HOL 379,356 328,026
    883556102 THERMO FISHER SCIENT 383,862 364,143

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    US Government Securities - End of Year Book Value:

    4,920,278
    US Government Securities - End of Year Fair Market Value:

    4,905,940
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    733250104 PORCUPINE LD ASSN AT COST 1 490

    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Description Amount
    ACCRUED INTEREST PAID CARRYOVER 865
    TYE ACCRUED INTEREST ADJUSTMENT 3,349
    SECURITIES ADJUSTMENT 707


    TY 2021 OtherExpensesSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 500 0   500


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Description Amount
    ROUNDING 1


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTMAKING FEES - BOA 191,727     191,727
    OTHER PROFESSIONAL FEES - CHAR 6,188     6,188


    TY 2021 TaxesSchedule
    Name:
    WILLIAM M WOOD FOUNDATION
    EIN:
    38-3716011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 672 672   0
    EXCISE TAX ESTIMATES 75,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 12,099 12,099   0
    FOREIGN TAXES ON NONQUALIFIED 53 53   0