Form990-PF


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
WOOD PERCY P TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

03-6005018
B Telephone number (see instructions)

(802) 872-6852
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$2,990,552
J 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... 53,905 53,414  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 142,658
b Gross sales price for all assets on line 6a 643,230
7 Capital gain net income (from Part IV, line 2)... 142,658
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)....... 1,619    
12 Total. Add lines 1 through 11........ 198,182 196,072  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,487 24,738   2,749
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)....... 875 0 0 0
c Other professional fees (attach schedule).... 138 138   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,864 638   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,364 25,514 0 2,749
25 Contributions, gifts, grants paid....... 181,268 181,268
26 Total expenses and disbursements. Add lines 24 and 25 212,632 25,514 0 184,017
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,450
b Net investment income (if negative, enter -0-) 170,558
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......... 146,958 111,104 111,104
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)      
b Investments—corporate stock (attach schedule)....... 1,542,208 Click to see attachment1,565,602 2,088,138
c Investments—corporate bonds (attach schedule)....... 929,123 Click to see attachment929,123 791,310
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 2,618,289 2,605,829 2,990,552
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........ 2,618,289 2,605,829
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)..... 2,618,289 2,605,829
30 Total liabilities and net assets/fund balances (see instructions). 2,618,289 2,605,829
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
2,618,289
2
Enter amount from Part I, line 27a .....................
2
-14,450
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,947
4
Add lines 1, 2, and 3 ..........................
4
2,608,786
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,957
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,605,829
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 105. ACADIA HEALTHCARE CO INC     2022-04-20
b 27. ACADIA HEALTHCARE CO INC   2019-07-24 2022-08-05
c 16. ACADIA HEALTHCARE CO INC   2019-07-24 2022-08-09
d 17. AGREE REALTY   2022-05-27 2022-08-05
e 4. AMAZON.COM INC   2020-08-04 2022-01-19
3. AMAZON.COM INC   2020-08-04 2022-02-23
6. AMAZON.COM INC   2018-11-20 2022-03-08
117. AMERICAN CAMPUS COMMUNITIES INC-REIT     2022-05-27
24. APTARGROUP INC COMMON     2022-08-05
30. ARTISAN PARTNERS ASSET MGMT CL A   2021-03-23 2022-08-05
74. ATLANTIC UNION BANKSHARES CORP     2022-08-05
29. AVERY DENNISON CORP   2021-03-23 2022-01-19
14. AVERY DENNISON CORP   2021-03-23 2022-08-03
141. BJ'S WHOLESALE CLUB HOLDINGS     2022-08-05
495. BANK AMER CORP COM     2022-08-03
140. BEST BUY CO     2022-06-02
2. BIO RAD LABS INC CL A   2020-08-04 2021-12-17
6. BIO RAD LABS INC CL A   2020-08-04 2022-02-01
4. BIO RAD LABS INC CL A   2020-08-04 2022-08-05
19. BOOZ ALLEN HAMILTON HOLDING CL A     2022-08-05
302. BORG WARNER AUTOMOTIVE INC   2021-03-23 2022-03-22
10. BRIGHT HORIZONS FAMILY SOLUTIONS   2020-08-04 2022-08-05
24. AZENTA INC   2021-08-10 2022-08-05
10. BURLINGTON STORES INC   2018-11-20 2022-08-05
28. CARTER HOLDINGS     2022-08-05
51. CATALENT INC   2020-08-04 2022-08-05
16. CAVCO INDUSTRIES, INC.     2022-08-05
15. CELANESE CORP   2021-11-09 2022-01-19
49. CERENCE INC   2020-08-04 2022-08-05
54. CERENCE INC   2020-08-04 2022-08-18
29. CHAMPIONX CORP   2022-04-26 2022-08-05
35. COGNEX   2015-03-11 2022-08-05
20. COLUMBUS MCKINNON CORP   2021-10-12 2022-08-05
23. CORESITE REALTY CORP REIT   2020-08-04 2021-12-15
20. CORESITE REALTY CORP REIT   2020-08-04 2021-12-17
69. DEVON ENERGY CORPORATION NEW   2021-09-16 2022-04-26
38. DEVON ENERGY CORPORATION NEW   2021-09-16 2022-06-06
50. DEVON ENERGY CORPORATION NEW   2021-09-16 2022-07-07
53. DIAMONDBACK ENERGY INC   2021-03-23 2022-08-05
19. DIAMONDBACK ENERGY INC   2021-03-23 2022-08-09
32. DORMAN PRODUCTS INC     2022-08-05
29. EAGLE MATERIALS INC COM W RIGHTS   2021-03-23 2022-08-05
137. EASTERLY GOVERNMENT PROPERTIES REIT   2020-08-04 2022-08-05
37. EDWARDS LIFESCIENCES CORP     2022-03-08
161. EDWARDS LIFESCIENCES CORP   2018-11-20 2022-08-03
218. ELEMENT SOLUTIONS INC   2021-03-23 2022-08-05
29. ENTEGRIS INC   2020-08-04 2022-08-05
27. EXPONENT INC   2013-07-19 2022-08-05
21. META PLATFORMS, INC-A   2017-10-04 2022-01-19
67. META PLATFORMS, INC-A     2022-05-19
129. FEDERAL SIGNAL CORP     2022-08-05
12. FIVE BELOW     2022-08-05
8. GARTNER INC   2012-07-18 2021-12-17
14. GARTNER INC   2021-03-23 2022-08-05
30. GENTHERM INC   2021-10-04 2022-08-05
71. GIBRALTAR INDUSTRIES INC     2022-08-05
43. GLACIER BANCORP INC NEW   2012-07-18 2022-08-05
50. GLOBUS MEDICAL INC   2020-07-09 2022-08-05
18. GRAND CANYON EDUCATION INC   2019-07-24 2022-08-05
48. HEXCEL CORP   2020-08-04 2022-08-05
22. HOLOGIC INC COM   2022-02-01 2022-08-05
17. HOME DEPOT INC   2010-05-12 2022-02-23
49. HONEYWELL INTL INC   2021-03-23 2022-03-08
51. HONEYWELL INTL INC   2016-08-23 2022-03-08
4. HUBSPOT INC   2020-08-04 2021-12-15
119. HUDSON PACIFIC PROPERTIES     2022-08-05
32. IDACORP INC     2022-08-05
23. IDEXX LABS COMMON   2021-06-07 2022-06-02
31. ILLINOIS TOOL WORKS   2020-08-04 2022-04-28
122. INGERSOLL-RAND INC     2022-08-05
177. INGREDION INC     2022-03-22
21. INTEGER HOLDINGS CORPORATION   2020-08-04 2022-08-05
24. ISHARES BIOTECHNOLOGY ETF   2021-03-23 2021-12-29
104. ISHARES BIOTECHNOLOGY ETF     2021-12-29
42. J P MORGAN CHASE & CO     2022-02-08
29. J P MORGAN CHASE & CO   2012-07-18 2022-02-11
109. J P MORGAN CHASE & CO     2022-04-28
74. KEMPER CORP   2020-08-04 2022-02-22
17. KINSALE CAPITAL GROUP INC   2020-08-04 2022-08-05
54. KRISPY KREME INC   2022-02-17 2022-08-05
14. LANCASTER COLONY CORP     2022-08-05
15. LITHIA MOTORS INC CL-A     2022-08-05
9. MSCI INC   2020-08-04 2022-02-11
17. MOLINA HEALTHCARE INC.   2020-08-04 2022-08-05
24. NASDAQ, INC.   2020-04-15 2022-02-11
75. NASDAQ, INC.     2022-04-05
23. NEUROCRINE BIOSCIENCES INC   2020-08-04 2022-08-05
11. NEUROCRINE BIOSCIENCES INC   2020-08-04 2022-08-09
20. NORDSON CORPORATION     2022-08-05
62. NORDSTROM INC     2022-08-05
223. ONEOK INC     2022-01-11
8. PAYLOCITY HOLDING CORP   2021-02-04 2022-08-05
24. PAYPAL HOLDINGS INC   2021-03-23 2022-02-23
55. PAYPAL HOLDINGS INC   2018-11-20 2022-02-23
46. PERFORMANCE FOOD GROUP CO   2021-03-23 2022-08-05
148. PHYSICIANS REALTY TRUST REIT     2022-08-05
54. PINNACLE FINANCIAL PARTNERS     2022-08-05
26. PIPER SANDLER COMPANIES   2021-03-23 2022-08-05
34. POLARIS INC     2022-08-05
39. PORTLAND GENERAL ELECTRIC CO   2017-10-04 2022-08-05
15. QUAKER CHEM CORP   2020-08-04 2022-08-05
25. QORVO INC   2021-03-23 2022-02-08
92. QORVO INC   2020-08-04 2022-02-08
38. RPM INC, OHIO   2012-07-18 2022-08-05
50. RAPID7 INC   2019-07-24 2022-08-05
18. RBC BEARINGS INC   2012-07-18 2022-08-05
49. RBA GLOBAL INC   2012-07-18 2022-08-05
85. SPDR S&P REGIONAL BANKING ETF   2021-03-23 2022-02-11
72. SCHNEIDER NATIONAL INC CL B   2019-07-24 2022-08-05
17. SIGNATURE BANK   2012-07-18 2022-02-01
14. SIGNATURE BANK   2012-07-18 2022-08-05
33. SILICON LABORATORIES INC     2022-08-05
205. SUMMIT HOTEL PROPERTIES INC   2019-07-24 2022-08-05
27. SUN COMMUNITIES INC (REIT)     2022-08-05
27. SYNEOS HEALTH INC   2020-08-04 2022-02-17
44. SYNEOS HEALTH INC   2021-03-23 2022-08-05
43. TEXAS ROADHOUSE INC-CL A   2020-08-04 2022-08-05
50. TORO CO COM   2012-07-18 2022-08-05
8. VAIL RESORTS INC   2020-08-04 2022-08-05
75. VOYA FINANCIAL, INC.     2022-08-05
64. WESTERN ALLIANCE     2022-08-05
66. WHIRLPOOL CORP   2021-06-22 2022-08-03
7. ZEBRA TECHNOLOGIES CORP CL A   2012-07-18 2022-08-05
24. AON PLC   2021-03-23 2022-02-11
44. BIOHAVEN PHARMACEUTICAL HOLDING CO   2021-12-17 2022-07-07
166. GATES INDUSTRIAL CORP PLC   2021-03-23 2022-08-05
54. HORIZON THERAPEUTICS PLC     2022-08-05
5. JAZZ PHARMACEUTICALS PLC   2020-08-04 2022-08-05
6. JAZZ PHARMACEUTICALS PLC   2020-08-04 2022-08-09
23. STERIS PLC   2013-07-19 2022-08-05
28. TRANE TECHNOLOGIES PLC   2021-02-16 2022-02-08
87. TRANE TECHNOLOGIES PLC   2021-02-16 2022-04-05
4. GLOBANT SA   2021-10-12 2022-08-05
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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 7,985   4,807 3,178
b 2,188   855 1,333
c 1,268   506 762
d 1,291   1,173 118
e 12,551   12,496 55
8,726   9,372 -646
16,351   9,028 7,323
7,582   5,049 2,533
2,528   2,131 397
1,121   1,506 -385
2,473   2,964 -491
6,003   5,217 786
2,698   2,518 180
9,888   5,978 3,910
16,634   14,723 1,911
11,279   11,680 -401
1,468   1,052 416
3,640   3,157 483
2,146   2,105 41
1,797   1,284 513
11,579   13,789 -2,210
793   1,112 -319
1,671   2,063 -392
1,550   1,491 59
2,287   2,285 2
5,599   4,498 1,101
4,364   2,610 1,754
2,530   2,594 -64
1,437   2,456 -1,019
1,161   2,706 -1,545
607   614 -7
1,646   829 817
644   1,038 -394
3,912   2,945 967
3,401   2,561 840
3,892   2,059 1,833
2,914   1,134 1,780
2,678   1,492 1,186
6,481   3,930 2,551
2,367   1,409 958
3,127   1,827 1,300
3,710   3,606 104
2,558   3,340 -782
3,803   2,176 1,627
16,647   8,053 8,594
4,219   4,179 40
3,019   2,118 901
2,652   441 2,211
6,759   3,553 3,206
12,923   10,681 2,242
5,305   4,549 756
1,664   1,344 320
2,559   368 2,191
4,115   2,557 1,558
1,799   2,507 -708
3,136   4,129 -993
2,191   696 1,495
3,123   2,269 854
1,546   2,285 -739
2,942   1,815 1,127
1,561   1,548 13
5,253   606 4,647
8,991   10,339 -1,348
9,358   5,687 3,671
2,816   934 1,882
1,661   3,382 -1,721
3,487   2,950 537
8,845   12,867 -4,022
6,287   5,733 554
6,017   4,447 1,570
15,040   16,486 -1,446
1,475   1,342 133
3,647   3,682 -35
15,802   11,175 4,627
6,548   1,563 4,985
4,452   1,020 3,432
13,430   3,594 9,836
3,819   6,018 -2,199
4,282   3,299 983
771   754 17
1,905   2,550 -645
4,078   4,143 -65
4,797   3,271 1,526
5,470   3,157 2,313
4,141   2,575 1,566
13,698   8,586 5,112
2,393   2,765 -372
1,179   1,322 -143
4,595   1,493 3,102
1,459   2,336 -877
13,767   13,547 220
2,069   1,703 366
2,426   5,889 -3,463
5,560   4,278 1,282
2,353   2,505 -152
2,528   2,428 100
4,348   3,556 792
3,250   2,842 408
3,936   3,775 161
2,035   1,815 220
2,672   2,977 -305
3,281   4,517 -1,236
12,076   12,047 29
3,361   998 2,363
3,350   3,217 133
4,288   882 3,406
3,272   1,041 2,231
6,284   5,597 687
1,775   1,403 372
5,378   1,038 4,340
2,633   855 1,778
4,985   3,841 1,144
1,651   2,345 -694
4,354   3,948 406
2,158   1,747 411
2,980   3,368 -388
3,816   2,573 1,243
4,343   971 3,372
1,870   1,556 314
4,527   4,097 430
4,920   2,506 2,414
11,002   14,248 -3,246
2,298   246 2,052
6,794   5,417 1,377
6,388   5,461 927
1,978   2,665 -687
3,754   4,548 -794
763   551 212
928   662 266
4,822   1,025 3,797
4,442   4,248 194
13,419   13,200 219
927   1,106 -179
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
      23,285
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       3,178
b       1,333
c       762
d       118
e       55
      -646
      7,323
      2,533
      397
      -385
      -491
      786
      180
      3,910
      1,911
      -401
      416
      483
      41
      513
      -2,210
      -319
      -392
      59
      2
      1,101
      1,754
      -64
      -1,019
      -1,545
      -7
      817
      -394
      967
      840
      1,833
      1,780
      1,186
      2,551
      958
      1,300
      104
      -782
      1,627
      8,594
      40
      901
      2,211
      3,206
      2,242
      756
      320
      2,191
      1,558
      -708
      -993
      1,495
      854
      -739
      1,127
      13
      4,647
      -1,348
      3,671
      1,882
      -1,721
      537
      -4,022
      554
      1,570
      -1,446
      133
      -35
      4,627
      4,985
      3,432
      9,836
      -2,199
      983
      17
      -645
      -65
      1,526
      2,313
      1,566
      5,112
      -372
      -143
      3,102
      -877
      220
      366
      -3,463
      1,282
      -152
      100
      792
      408
      161
      220
      -305
      -1,236
      29
      2,363
      133
      3,406
      2,231
      687
      372
      4,340
      1,778
      1,144
      -694
      406
      411
      -388
      1,243
      3,372
      314
      430
      2,414
      -3,246
      2,052
      1,377
      927
      -687
      -794
      212
      266
      3,797
      194
      219
      -179
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 142,658
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 2,371
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 2,371
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,684
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 3,684
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 1,313
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,186 RefundedBullet 11 127
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)
    bulletVT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPEOPLES UNITED BANK NA, ATTN KELLY KIMBALL Telephone no.bullet (802) 660-1494

    Located atbullet77 PINE STREETBURLINGTONVT ZIP+4bullet05401
    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
    M&T BANK TRUSTEE
    1
    27,487    
    1100 NORTH MARKET STREET
    WILMINGTON,DE198900001
    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
    2,979,859
    b
    Average of monthly cash balances.......................
    1b
    142,570
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,122,429
    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
    3,122,429
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    46,836
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,075,593
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    153,780
    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
    153,780
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,371
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,371
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    151,409
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    151,409
    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
    151,409
    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 7 151,409
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 5,952
    c From 2018...... 6,629
    d From 2019...... 14,852
    e From 2020...... 5,396
    f Total of lines 3a through e ........ 32,829
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 184,017
    a Applied to 2020, but not more than line 2a 0
    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..... 151,409
    e Remaining amount distributed out of corpus 32,608
    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 65,437
    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 ..........
    0
    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 ......
    65,437
    10 Analysis of line 9:
    a Excess from 2017.... 5,952
    b Excess from 2018.... 6,629
    c Excess from 2019.... 14,852
    d Excess from 2020.... 5,396
    e Excess from 2021.... 32,608
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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)
    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
    NEW ENGLAND KURN HATTIN HOMES
    ATTN FINANCIAL MANAGER
    PO BOX 127 708 KURN HATTIN RD
    WESTMINSTER,VT05158
    N/A EXEMPT GENERAL SUPPORT 20,141
    RUTLAND REGIONAL MEDICAL CENTER
    ATTN ALANA KENNEDY
    160 ALLEN STREET
    RUTLAND,VT05701
    N/A EXEMPT GENERAL SUPPORT 70,493
    TRINITY CHURCH
    ATTN TREASURER
    85 WEST STREET
    RUTLAND,VT05701
    N/A EXEMPT GENERAL SUPPORT 70,493
    SHRINERS HOSPITALS FOR CHILDREN
    TRUST & INVESTMENT ACCOUNTING MGR
    PO BOX 31356
    TAMPA,FL336313356
    N/A EXEMPT GENERAL SUPPORT 20,141
    Total .................................bullet 3a 181,268
    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 ............
        18 142,658  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE
        14 1,619  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   198,182  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    198,182
    (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:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 875      

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS - SEE ATTACHED 929,123 791,310

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS - SEE ATTACHED 1,565,602 2,088,138

    TY 2021 OtherDecreasesSchedule
    Name:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Description Amount
    TRANS 12/2022 POST TAX EFFECTIVE 11/2022 1,711
    COST BASIS ADJUSTMENT 1,246


    TY 2021 OtherIncreasesSchedule
    Name:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Description Amount
    TRANS 12/2021 POST TAX EFFECTIVE 11/2021 4,937
    NOT TAXABLE FOR CURRECT YEAR 10


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 138 138    


    TY 2021 TaxesSchedule
    Name:
    WOOD PERCY P TRUST
    EIN:
    03-6005018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 15 15   0
    FEDERAL ESTIMATES - PRINCIPAL 2,226 0   0
    FOREIGN TAXES ON QUALIFIED FOR 503 503   0
    FOREIGN TAXES ON NONQUALIFIED 120 120   0