Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
Charles R Wood Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-2237193
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$42,780,842J 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) 244,377
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,395 4,395  
4 Dividends and interest from securities... 688,620 688,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 201,423
b Gross sales price for all assets on line 6a 10,301,505
7 Capital gain net income (from Part IV, line 2)... 200,542
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,493 26,158  
12 Total. Add lines 1 through 11........ 1,149,308 919,715  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 0 0 250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
139,196 139,196    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,094 2,117    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
65,295    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,820     8,820
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
194,900 73,983   120,812
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 446,555 215,296 0 129,882
25 Contributions, gifts, grants paid....... 2,332,339 2,332,339
26 Total expenses and disbursements. Add lines 24 and 25 2,778,894 215,296 0 2,462,221
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,629,586
b Net investment income (if negative, enter -0-) 704,419
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 759,233 373,122 373,122
3 Accounts receivable right arrow2,387
Less: allowance for doubtful accounts right arrow     2,387 2,387
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,982,993 Click to see attachment
List of Attached Documents:
// Content
4,233,599 		3,989,057
b Investments—corporate stock (attach schedule)....... 28,537,126 Click to see attachment
List of Attached Documents:
// Content
27,322,386 		31,264,303
c Investments—corporate bonds (attach schedule)....... 3,128,154 Click to see attachment
List of Attached Documents:
// Content
2,691,560 		2,502,083
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,145,515 Click to see attachment
List of Attached Documents:
// Content
3,369,676 		4,549,890
14 Land, buildings, and equipment: basis right arrow3,270,276
Less: accumulated depreciation (attach schedule) right arrow2,272,537 1,063,034 Click to see attachment
List of Attached Documents:
// Content
997,739 		100,000
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,616,055 38,990,469 42,780,842
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 40,616,055 38,990,469
29 Total net assets or fund balances (see instructions)..... 40,616,055 38,990,469
30 Total liabilities and net assets/fund balances (see instructions). 40,616,055 38,990,469
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
40,616,055
2
Enter amount from Part I, line 27a .....................
2
-1,629,586
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,000
4
Add lines 1, 2, and 3 ..........................
4
38,990,469
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,990,469
Form 990-PF (2022)
Form 990-PF (2022)
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c DISTRIBUTIONS IN EXCESS OF BASIS      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,301,505   10,208,809 92,696
b       99,952
c       7,894
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       92,696
b        
c        
d
e
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 2 200,542
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 9,791
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 9,791
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,791
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 10,124
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,424
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 633
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow633 Refundedright arrow 11  
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2022 or the taxable year beginning in 2022? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Mark BehanClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Reeves CourtneyClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Mark FrostClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Chelsea Hoopes SilverClick to see attachment
List of Attached Documents:
// Content
Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jennifer LefnerClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Linda G TooheyClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Barbara W WagesClick to see attachment
List of Attached Documents:
// Content
Pres, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
C Braden WagesClick to see attachment
List of Attached Documents:
// Content
Trustee, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Page WagesClick to see attachment
List of Attached Documents:
// Content
Trustee, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Charlene WoodClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
Bessemer Trust Investment Mgmt 72,402
2 INTERNATIONAL PLACE 22ND FL
BOSTON,MA02110
Foundation Source Administrative 98,867
55 Walls Drive 3rd Fl
Fairfield,CT06824
Glens Falls National Investment Mgmt 66,795
250 GLEN STREET PO BOX 2161
GLEN FALLS,NY12801
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
40,565,253
b
Average of monthly cash balances.......................
1b
830,789
c
Fair market value of all other assets (see instructions)................
1c
4,549,890
d
Total (add lines 1a, b, and c).........................
1d
45,945,932
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
45,945,932
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
689,189
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,256,743
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,262,837
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
2,262,837
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,791
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
145
c
Add lines 2a and 2b............................
2c
9,936
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,252,901
4
Recoveries of amounts treated as qualifying distributions................
4
4,000
5
Add lines 3 and 4............................
5
2,256,901
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,256,901
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
2,462,221
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,462,221
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,256,901
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 2,452,254
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,462,221
a Applied to 2021, but not more than line 2a 2,452,254
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 9,967
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022.    
(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 .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		2,246,934
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Foundation Source
55 WALLS DRIVE 3RD FL
FAIRFIELD,CT06824
PREMIERSUPPORT@FOUNDATIONSOURCE.COM
bThe form in which applications should be submitted and information and materials they should include:
WWW.CHARLESRWOODFOUNDATION.COM
cAny submission deadlines:
WWW.CHARLESRWOODFOUNDATION.COM
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WWW.CHARLESRWOODFOUNDATION.COM
Form 990-PF (2022)
Form 990-PF (2022)
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

ADIRONDACK CENTER FOR WRITING INC

PO BOX 956
SARANAC LAKE,NY12983 		N/A PC Poetry Alive: High School Writing Retreat 1,000

ADIRONDACK FOLK SCHOOL INCORPORATED

PO BOX 2
LAKE LUZERNE,NY12846 		N/A PC Blacksmith shop expansion and winterization 5,000

ADIRONDACK FOUNDATION

PO BOX 288
LAKE PLACID,NY12946 		N/A PC Point Positive-Development of Case Studies and other Entrepreneurial Materials for High School Students 2,500

ADIRONDACK THEATRE FESTIVAL INC

50 ELM ST
GLENS FALLS,NY12801 		N/A PC ATF Capital Improvements 13,000

ADKACTION ORG INC

PO BOX 64
KEESEVILLE,NY12944 		N/A PC Farm Fresh Nutrition for our Adirondack Neighbors 25,000

ALBANY MED HEALTH SYSTEM

100 PARK ST
GLENS FALLS,NY12801 		N/A SO II Palliative Care Program Fund 125,000

ALBANY MED HEALTH SYSTEM

100 PARK ST
GLENS FALLS,NY12801 		N/A SO II Glens Falls Hospital Crisis Stabilization Relocation and expansion 300,000

ALBANY SYMPHONY ORCHESTRA INC

19 CLINTON AVE
ALBANY,NY12207 		N/A PC 2022-23 Tiny Tots Concerts 2,500

APPLEBY FOUNDATION INC

PO BOX 984
AU SABLE FORKS,NY12912 		N/A PC The Au Sable Forks Mural Project: A Sense of Place 2,000

BAY-RIDGE VOLUNTEER FIRE COMPANY INC

1080 BAY RD
LAKE GEORGE,NY12845 		N/A PC to purchase FAST RESCUE BOARDS 3,080

BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION INC

PO BOX 8468
ALBANY,NY12208 		N/A PC Expanding Mentoring Programs to Address the Youth Mental Health Crisis 5,000

BIG BROTHERS BIG SISTERS OF THE SOUTHERN ADIRONDAC

1 LAWRENCE ST SUITE 1B
GLENS FALLS,NY12801 		N/A PC COVID-19 Mitigation: Combating the Mental Health Crisis 7,500

BOLTON FREE LIBRARY

PO BOX 389
BOLTON LNDG,NY12814 		N/A PC Bolton Free Library in the Community 3,000

CAMP ABILITIES SARATOGA INC

PO BOX 601
SARATOGA SPGS,NY12866 		N/A PC Camp Abilities Saratoga Sports Camp - 2 campers in Saratoga Fund 5,000

CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION

285 SPRUCE GOOSE ST APT 227
LAS VEGAS,NV89135 		N/A PC Camp Alex 3,000

CANTON-POTSDAM HOSPITAL

50 LEROY ST
POTSDAM,NY13676 		N/A PC Canton-Potsdam Hospital Comprehensive Campaign - Emergency Department Expansion 100,000

CAROGA ARTS COLLECTIVE INC

PO BOX 1048
CAROGA LAKE,NY12032 		N/A PC Sherman's Centennial Campaign matching grant 5,000

CENTER FOR DISABILITY SERVICES INC

314 S MANNING BLVD
ALBANY,NY12208 		N/A PC Prospect School Flooring Renovation 20,000

CHILDRENS MUSEUM AT SARATOGA

69 CAROLINE ST
SARATOGA SPRINGS,NY12866 		N/A PC Theatre Exhibition 100,000

CIVIC CENTER OF MOREAU INC

144 MAIN ST
S GLENS FALLS,NY12803 		N/A PC Teen Center - Bulldog Zone 5,000

COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF

8487 US RTE 9
LEWIS,NY12950 		N/A PC The Power of Produce Club 2,000

CRAIGARDAN INC

9216 NYS RTE 9N
ELIZABETHTOWN,NY12932 		N/A PC Summer Applebarn Series 3,200

DOLLYWOOD FOUNDATION

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		N/A PC Imagination Library Program in the New York counties of Essex, Clinton, Franklin and Hamilton 175,000

DOUBLE H - HOLE IN THE WOODS RANCH INC

97 HIDDEN VALLEY RD
LAKE LUZERNE,NY12846 		N/A PC 30th Anniversary Capital Campaign 300,000

EMBLEMHEALTH FOUNDATION

55 WATER ST FL 9
NEW YORK,NY10041 		N/A PC EmblemHealth Plan, Inc. dba EmblemHealth Health@Work 150,000

EMPIRE STATE COLLEGE FDN INC

28 UNION AVE
SARATOGA SPRINGS,NY12866 		N/A PC Scholarship Fund for 3 students enrolled in School of Nursing and Allied Health 6,000

FAMILY SERVICE ASSN OF GLENS FALLS

150 WARREN ST
GLENS FALLS,NY12801 		N/A PC Feet First 4,500

FAMILY YMCA OF THE GLENS FALLS AREA

600 GLEN ST
GLENS FALLS,NY12801 		N/A PC No More Learning Gap Camp 10,000

GALLOP TO SUCCESS

1214 CROSS HILL RD
N BENNINGTON,VT05257 		N/A PC Gallop to Success Summer Program 2022 2,500

GIRLS ON THE RUN CAPITAL REGION

1 STEUBEN PL
ALBANY,NY12207 		N/A PC Girls on the Run Capital Region - Northern Territory Expansion 5,000

GLENS FALLS AREA YOUTH CENTER INC

PO BOX 469
GLENS FALLS,NY12801 		N/A PC Health and Wellness Program 10,000

GLENS FALLS SYMPHONY ORCHESTRA INC

PO BOX 2036
GLENS FALLS,NY12801 		N/A PC Glens Falls Symphony Children's Concerts 2023 12,000

GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES I

PO BOX 702
BENNINGTON,VT05201 		N/A PC To support food pantry meals served by the Kitchen cupboard 3,400

HABITAT FOR HUMANITY INTERNATIONAL INC

1373 RTE 9
FORT EDWARD,NY12828 		N/A PC Lawrence Street Project 50,000

HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION

PO BOX 140
SALEM,NY12865 		N/A PC Lunch, Learn & Play - Post Covid-19 Expanded Outreach Free Summer Youth Program 5,000

HOME MADE THEATER INC

PO BOX 1182
SARATOGA SPGS,NY12866 		N/A PC Multi-venue operations readiness 5,484

JOINT COUNCIL FOR ECONOMIC OPPORTUNITY OF CLINTON

54 MARGARET ST
PLATTSBURGH,NY12901 		N/A PC Cargo Truck for JCEO Food Assistance Programs 50,000

LAKE GEORGE MUSIC FESTIVAL

7 STONE PINE LN
QUEENSBURY,NY12804 		N/A PC Time for Three in Lake George 5,000

LAKE GEORGE OPERA FESTIVAL ASSOCIATION INC

19 ROOSEVELT DR STE 215
SARATOGA SPGS,NY12866 		N/A PC Opera Saratoga Summer Festival 5,000

LAKE GEORGE REGION WOMEN FOR WIN INC

PO BOX 110
LAKE GEORGE,NY12845 		N/A PC Hygiene Kits for Kids 5,000

MECHANICVILLE AREA COMMUNITY SERVICES CENTER INC

6 S MAIN ST
MECHANICVILLE,NY12118 		N/A PC MACSC Afterschool Reboot 5,000

MERCY CARE FOR THE ADIRONDACKS INC

185 OLD MILITARY RD
LAKE PLACID,NY12946 		N/A PC Age-friendly Communities in the Tri-Lakes Region of the Adirondacks 5,000

MOREAU EMERGENCY SQUAD INC

1583 RTE 9
MOREAU,NY12828 		N/A PC Moreau Emergency Squad, Inc. AED Field Deployment 13,000

MORIAH CENTRAL SCHOOL DISTRICT

39 VIKING LN
PORT HENRY,NY12974 		N/A GOV Backpacks for at Risk Children 1,250

NEW YORK SKI EDUCATION FOUNDATION INC

5021 NYS RTE 86
WILMINGTON,NY12997 		N/A PC NYSEF Dare to Dream Scholarship Fund - Gore Mountain Region 2,500

NORTH COUNTRY CHILDRENS MUSEUM

10 RAYMOND ST
POTSDAM,NY13676 		N/A PC Kids Stage Theater 15,000

NORTH COUNTRY HEALTH AND WELLNESS INC

32 ORMSBY CIR
PERU,NY12972 		N/A PC Youth Sports and Nutrition Program 30,000

NYSARC INC - SARATOGA COUNTY CHAPTER

16 SARATOGA BRIDGES BLVD
BALLSTON SPA,NY12020 		N/A PC Therapeutic Equipment of Beko Carlo Floor Lifts and manual wheelchairs 10,000

PARK THEATER FOUNDATION INC

PO BOX 505
GLENS FALLS,NY12801 		N/A PC Music & Tech Education 10,125

PRIDE OF TICONDEROGA INC

111 MONTCALM ST
TICONDEROGA,NY12883 		N/A PC Youth Ice Rink Recreation Anchor Project 8,000

PTA NEW YORK CONGRESS

20QUADEST
GLENSFALLS,NY12801 		N/A PC Glens Falls City School District Backpack Program 10,000

REBUILDING TOGETHER-SARATOGA COUNTY

132 MILTON AVE
BALLSTON SPA,NY12020 		N/A PC Repairs for Low-Income Families with Children in Warren and Washington Counties 10,000

REGIONAL FOOD BANK OF N E NY INC

965 ALBANY SHAKER RD
LATHAM,NY12110 		N/A PC To support specified Adopt-a-Program funds 145,600

RISE HOUSING AND SUPPORT SERVICES INC

127 UNION ST
SARATOGA SPGS,NY12866 		N/A PC Housing is Healthcare - Community Residence Rehabilitation 10,000

RUTLAND AREA ART ASSOCIATION

16 S MAIN ST
RUTLAND,VT05701 		N/A PC BeliEVE New Year's Eve Festival 1,000

RUTLAND AREA FOODSHELF

65 RIVER ST
RUTLAND,VT05701 		N/A PC To support food pantry meals served 3,400

SALVATION ARMY - SARATOGA SPRINGS

PO BOX 652
SARATOGA SPRINGS,NY12866 		N/A PC Read to Succeed 3,000

SARANAC LAKE CENTRAL SCHOOL DISTRICT

79 CANARAS AVE
SARANAC LAKE,NY12983 		N/A GOV Ready to Ride: Rolling and Romping! 2,500

SARATOGA CENTER FOR THE FAMILY

359 BALLSTON AVE
SARATOGA SPGS,NY12866 		N/A PC Mental Health Wellness Support for Children & Families 5,000

SARATOGA SPRINGS PERFORMING ARTS CENTER INC

108 AVE OF THE PINES
SARATOGA SPRINGS,NY12866 		N/A PC SPAC School of the Arts - Advancing IDEA in Arts Education 40,000

SERVANTS OF THE WORD INC

PO BOX 3306
GLENS FALLS,NY12801 		N/A PC Life Path Program: Health, Wellness and Nutrition 25,000

SILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCE AN

87 SILVERBAY RD
SILVER BAY,NY12874 		N/A PC Silver Bay YMCA Ticonderoga Teen Center 2,500

SPECIAL OLYMPICS NEW YORK INC

94 NEW KARNER RD STE 208
ALBANY,NY12203 		N/A PC Lake George Region Young Athletes Program Expansion 20,000

ST JOHNS EPISCOPAL CHURCH

ONE N MARKET ST PO BOX 395
JOHNSTOWN,NY12095 		N/A PC Building Renovations 50,000

TANNERY POND CENTER FOR ARTS EDUCATION & COMMUNITY

228 MAIN ST
NORTH CREEK,NY12853 		N/A PC Reinventing Tannery Pond Center - Lighting and Digital Projector Fund 40,000

THE HYDE COLLECTION TRUST

161 WARREN ST
GLENS FALLS,NY12801 		N/A PC Security Upgrades for The Hyde Collection 50,000

TICONDEROGA ARTS INC

PO BOX 335
TICONDEROGA,NY12883 		N/A PC 9th Annual Adirondack Harvest Plein Air Festival 1,500

TICONDEROGA CENTRAL SCHOOL DISTRICT

5 CALKINS PL
TICONDEROGA,NY12883 		N/A GOV Ticonderoga Area Backpack Program 16,500

TICONDEROGA FESTIVAL GUILD INC

PO BOX 125
TICONDEROGA,NY12883 		N/A PC 2022 Season Concert Schedule 2,000

UNITED WAY OF THE ADIRONDACK REGION INC

45 TOM MILLER RD
PLATTSBURGH,NY12901 		N/A PC YMCA of Plattsburgh, Inc 100,000

UNITED WAY OF THE ADIRONDACK REGION INC

45 TOM MILLER RD
PLATTSBURGH,NY12901 		N/A PC The ALICE Project 12,000

UPPER JAY ART CENTER

12198 RTE 9N
UPPER JAY,NY12987 		N/A PC CA+MP Residency 2,500

UPPER VALLEY HAVEN INC

713 HARTFORD AVE
WHITE RIVER JUNCTION,VT05001 		N/A PC To support food pantry meals served 3,400

UPPER VALLEY HAVEN INC

713 HARTFORD AVE
WHITE RIVER JUNCTION,VT05001 		N/A PC The Haven's Children's Services Program 5,000

VILLAGE OF CHAMPLAIN

1104 RTE 9
CHAMPLAIN,NY12919 		N/A GOV Champlain Childrens Garden 2,500

VILLAGE OF SARANAC LAKE

39 MAIN ST STE 9
SARANAC LAKE,NY12983 		N/A GOV Music on the Green 1,000

WARREN COUNTY HISTORICAL SOCIETY

50 GURNEY LN
QUEENSBURY,NY12804 		N/A PC Nearby Faraway, the new Georgia O'Keeffe musical 2,500

WE ARE INSTRUMENTAL INC

PO BOX 586
TICONDEROGA,NY12883 		N/A PC We Are Instrumental 3,500

WESLEY HEALTH CARE CENTER INC

131 LAWRENCE ST
SARATOGA SPRINGS,NY12866 		N/A PC Life Enrichment through Purposeful Play 10,000

WEST GLENS FALLS FIRE COMPANY NO 1 INCORPORATED

33 LUZERNE RD
QUEENSBURY,NY12804 		N/A PC AED Replacement 10,000

WILDWOOD PROGRAMS INC

1190 TROY-SCHENECTADY RD BLDG 1
LATHAM,NY12110 		N/A PC Camp Wildwood: Accessibility for Students with Complex Needs 10,000

WINGS FALLS QUILTERS GUILD

PO BOX 4193
QUEENSBURY,NY12804 		N/A PC Materials for Community Service Projects 1,400

YOUNG MENS CHRISTIAN ASSOCIATION SARATOGA COUNTY

290 W AVE
SARATOGA SPGS,NY12866 		N/A PC Capital Project: Creating an Intergenerational Community Hub dedicated to health and wellness 89,000
Total .................................right arrow 3a 2,332,339
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 4,395  
4 Dividends and interest from securities ....     14 688,620  
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 ............ 		525990 4,830 18 196,593  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -15,878 14 26,171  
bFederal Tax Refund     01 200  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -11,048 915,979  
13Total. Add line 12, columns (b), (d), and (e)..................
13
904,931
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
Charles R Wood Foundation
 
Employer identification number

22-2237193
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
Charles R Wood Foundation
  		Employer identification number
22-2237193
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Estate of Georgia Beckos Wood Trust
c/o Barbara Wages 12 Moss Oaks Dr
 
Ameilia Island, FL32034

$ 242,477


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
Charles R Wood Foundation
  		Employer identification number

22-2237193
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
Charles R Wood Foundation
  		Employer identification number

22-2237193
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Return Preparation/Review 250     250

TY 2022 CompensationExplanation
Name:
Charles R Wood Foundation
EIN:
22-2237193
Person Name Explanation
Mark Frost *resigned in 2022

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

TY 2022 DepreciationSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING - DOUBLE   2,611,800 1,893,555 SL 40 65,295      
FURNITURE AND FIXT   149,379 149,379 SL          
LAND - DOUBLE H RA   344,789   L          
LAND IMP - DOUBLE   64,886 64,886 SL 30        
MACHINERY & EQUIPM   99,422 99,422 SL          

TY 2022 GeneralExplanationAttachment
Name:
Charles R Wood Foundation
EIN:
22-2237193
Identifier Return Reference Explanation
990-PF, Part I Line 6a 990-PF, Part I Line 6A PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $196,593 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $4,830 TOTAL PART I, LINE 6A: $201,423 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $10,301,505 BOOK BASIS: $10,212,758 NET GAIN/(LOSS): $88,747 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $99,952 DISTRIBUTIONS IN EXCESS OF BASIS NET GAIN/(LOSS): $7,894

TY 2022 InvestmentsCorpBondsSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE - 3.200% - 11/21/2029 91,149 90,147
ABBVIE INC - 3.600% - 05/14/20 60,811 53,346
AIR LEASE CORP SER A MTN - 5.8 49,541 50,016
AMAZON INC - 1.650% - 05/12/20 29,994 25,825
AMERICAN EXPRESS CO - 3.950% - 49,982 49,021
APPLE INC - 2.050% - 09/11/202 57,913 49,284
APPLIED MATERIALS INC - 3.300% 101,620 94,883
BANK OF MONTREAL - 2.150% - 03 49,965 48,325
BANK OF NEW YORK MELLON CORP M 50,000 46,759
BK OF AMERICA CORP MTN - 3.384 50,080 47,789
BLACKROCK INC NOTE CALL MAKE W 54,511 44,415
CHEVRON USA INC NOTE CALL MAKE 59,575 54,285
CIGNA CORP NEW NT - 1.250% - 0 29,999 30,326
CITIGROUP INC NOTE - 3.668% - 75,989 68,879
COMCAST CORP NEW NOTE - 5.350% 51,064 52,085
D R HORTON INC - 1.400% - 10/1 29,914 25,082
DTE ENERGY CO SER 2019 F NOTE 55,201 54,122
ENERGY TRANSFER OP LP - 5.875% 27,757 25,068
ENTERGY LA LLC - 0.620% - 11/1 32,994 31,764
FLORIDA PWR - 2.750% - 06/01/2 30,697 29,730
GENERAL MOTORS - 4.350% - 04/0 33,365 29,218
GM FINANCIAL - 4.000% - 01/15/ 16,400 14,564
GOLDMAN SACHS GROUP INC NOTE C 25,020 24,605
HOME DEPOT INC - 2.700% - 04/1 89,752 87,195
JP MORGAN CHASE - 3.125% - 01/ 200,497 193,133
JP MORGAN CHASE BANK - 4.203% 30,689 25,159
JPMORGAN CHASE &CO - 2.069% - 27,269 22,548
LOWES COS INC - 3.100% - 05/03 100,711 93,268
LOWES COS INC NOTE CALL - 2.50 54,056 51,255
MCDONALDS CORP MED TERM NT - 3 54,750 52,192
MERCK & CO - 2.800% - 05/18/20 52,803 49,627
MORGAN STANLEY - 1.512% - 07/2 55,013 47,788
MORGAN STANLEY - 3.622% - 04/0 91,518 87,300
PAYPAL HLDGS INC - 2.850% - 10 51,411 52,406
PIONEER NAT RES CO NOTE CALL M 60,274 53,536
PUBLIC STORAGE - 1.850% - 05/0 55,012 47,182
ROPER TECHNOLOGIES INC - 2.950 19,662 15,633
ROSS STORES INC - 4.600% - 04/ 56,269 49,623
ROYAL BK CDA SER I MTN - 3.375 49,982 48,352
SCHWAB CHARLES CORP - 2.000% - 55,340 48,370
SOUTHERN CALIF EDISON CO SER 2 54,915 51,460
SUMITOMO MITSUI FINLGROUP INC 81,083 74,187
T-MOBILE USA INC - 2.550% - 02 53,723 45,833
TOYOTA MTR - 5.400% - 11/10/20 24,427 24,386
TOYOTA MTR CR CORP SER B NOTE 29,973 29,179
UNION PAC CORP - 3.950% - 09/1 22,586 18,272
VALERO ENERGY CORP - 1.200% - 60,191 57,010
WELLS FARGO CO MTN BE - 3.300% 54,635 48,516
XCEL ENERGY INC - 3.300% - 06/ 46,511 43,232
ZOETIS INC NOTE - 5.400% - 11/ 44,967 45,903

TY 2022 InvestmentsCorpStockSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 75,575 75,865
ADOBE SYSTEMS, INC 113,998 67,306
ADVANCE AUTO PARTS INC 12,044 14,703
ALPHABET INC CL A 133,095 277,042
ALPHABET INC CL C 140,844 259,092
AMAZON COM 209,868 344,400
AMEREN CORPORATION 99,331 124,310
AMERICAN TOWER REIT INC 111,009 106,989
AMERISOURCEBERGEN CORP 113,433 111,026
AMPHENOL CORPORATION 48,927 79,642
ANTA SPORTS PROD LTD 87,689 86,533
AON PLC CL A 78,145 81,938
APPLE INC 236,537 657,966
ASHLAND GLOBAL HOLDINGS 90,100 102,154
ASM INTERNATIONAL NV EUR 28,964 20,107
ASML HLDG NV ORD SHS 89,964 97,907
ASPEN TECHNOLOGY INC COM 6,909 7,600
AVANTOR HOLDINGS INC 34,367 26,004
BANK OF AMERICA CORP 200,179 221,010
BERKSHIRE HATHAWAY INC. CLASS 110,330 266,272
BEST BUY INC 75,042 54,944
BJ'S WHLSL CLUB INC 34,548 36,454
BLACKROCK INC 120,520 199,834
BRISTOL-MYERS SQUIBB CO 108,263 160,520
BROOKFIELD CORP ORD SHS CL A 45,684 30,925
BURLINGTON STORES, INC 36,159 40,755
CANADIAN PACIFIC RAILWAY LTD 45,422 48,484
CARLISLE COS INC 38,077 44,538
CATERPILLAR INC 76,143 94,866
CDW CORP 28,753 45,181
CHAMPIONX CORP 16,047 15,249
CHARLES SCHWAB CORP 88,110 129,469
CHEVRON CORP 125,649 218,798
CISCO SYSTEMS INC 95,235 89,230
COLUMBIA FDS SRS TR I DIVIDEND 705,918 778,387
CONOCOPHILLIPS 64,592 162,014
CONSTELLATION BRANDS INC 65,583 85,284
CONSUMER STAPLES SELECT SECTOR 56,303 54,272
COOPER COMPANIES INC 35,956 49,931
COPART INC 113,104 122,389
COSTCO WHOLESALE CORPORATION 74,101 125,538
DANAHER CORP 137,933 188,714
DEERE CO 134,006 150,066
DOLLAR GENERAL CORP 81,630 79,785
DOLLARAMA INC 32,032 55,298
DOMINOS PIZZA INC 35,871 32,562
DUKE ENERGY CO 41,633 51,907
EATON CORP PLC 83,444 90,403
ECOLAB INC 37,782 45,706
EQUIFAX INC 37,575 47,035
EXPEDIA INC 56,211 34,339
EXXON MOBIL CORP 75,676 120,006
FORTIVE CORPORATION 71,650 70,418
GUGGENHEIM RISK MANAGED REAL E 472,443 510,231
HEICO CORP 17,866 19,973
HILTON WORLDWIDE HOLDINGS, INC 65,327 82,008
HOME DEPOT INC 45,189 172,775
HONEYWELL INTL 146,680 200,585
HOWMET AEROSPACE ORD SHS 102,702 112,319
IAA INC 41,003 44,320
INT'L FLAVORS & FRAGRANCES INC 54,079 47,493
INTERCONTINENTAL EXCHANGE, INC 65,698 88,330
INVESCO QQQ TRUST 449,311 361,076
IQVIA HOLDINGS INC 99,575 124,573
ISHARE SP SMALL CAP 600 INDEX 276,056 236,979
ISHARES CHINA LARGE CAP 55,789 41,771
ISHARES CORE MSCI DEV MKTS ETF 656,974 546,701
ISHARES TR S & P MIDCAP 400 IN 225,360 192,786
JOHNSON & JOHNSON 102,113 167,818
JONES LANG LASALLE 23,751 19,124
JP MORGAN CHASE 258,219 357,377
KEYSIGHT TECHNOLOGIES INC 30,301 33,530
LABORATORY CORP AMER HLDGS 14,832 23,313
LI NING COMPANY LTD 21,120 22,149
LINCOLN ELECTRIC HOLDING INC 43,649 47,682
LOCKHEED MARTIN CORP 74,806 86,595
LORD ABBETT INVESTMENT TRUST S 1,224,999 1,136,966
LOWES COMPANIES INC 69,754 134,089
LVMH-MOET HNSY L VUTN 70,141 119,264
LYONDELLBASELL INDUSTRIES NV 81,674 66,424
MASCO CORP 76,016 121,529
MASTERCARD INC 92,532 81,717
MERCADOLIBRE, INC 80,979 54,159
MICROSOFT CORP 250,678 717,302
MORGAN STANLEY 81,578 170,040
MOTOROLA SOLUTIONS INC 111,485 117,000
NASDAQ OMX GROUP 20,137 44,233
NETFLIX INC 129,952 117,952
NEXTERA ENERGY, INC 106,136 168,956
NICE SYSTEMS LTD 30,548 33,653
NORTHROP GRUMMAN CORP 77,418 116,215
NUVEEN PREFERRED SECURITIES FU 740,567 649,136
NVIDIA CORP 65,066 128,895
OLD WESTBURY CREDIT INCOME FUN 807,529 619,413
OLD WESTBURY GLOBAL SMALL CAP 2,777,396 2,535,562
ORACLE CORP 186,561 285,845
OW LARGE CAP STRATEGIES FD 5,893,017 6,098,391
PAYCOM SOFTWARE 29,673 24,514
PAYDEN HIGH INCOME FUND CLASS 632,900 624,361
PAYPAL HOLDINGS, INC 67,849 64,098
PEPSICO INC 79,734 138,024
PFIZER INC 85,718 128,100
PIONEER NAT RES CO 57,640 73,313
PROCTER GAMBLE CO 110,830 165,200
PROLOGIS 123,303 101,795
S&P GLOBAL INC COM 126,570 120,578
SAIA, INC 19,504 18,871
SALESFORCE.COM 95,152 112,702
SCHLUMBERGER LTD 133,113 132,314
SELECT SECTOR SPDR-HEALTH CARE 82,909 82,189
SERVICE NOW 38,825 55,134
SMITH A O CORP DEL COM 27,704 31,253
SPDR S&P 500 ETF TRUST 274,941 258,140
STARBUCKS CORP COM 50,007 129,654
STERIS PLC 18,058 39,154
STRYKER CORPORATION 93,143 132,269
SYNOPSYS, INC 10,644 30,652
SYSCO CORP 62,157 60,396
TELEFLEX INC 42,551 37,195
TEXAS INSTRUMENTS INC 75,950 118,132
THE BLACKSTONE GROUP INC CL A 30,811 46,962
THE COCA-COLA CO 49,600 80,530
THERMO FISHER SCIENTIFIC INC 121,255 291,315
TJX COMPANIES INC 36,385 133,648
TRADEWEB MARKETS INC 17,901 18,115
TRANSUNION COM USD0.01 53,500 48,238
TRAVELERS COMPANIES INC 103,470 131,243
UNION PACIFIC 196,279 273,954
UNITEDHEALTH GROUP INC 201,901 407,708
US FOODS HOLDING CORPORATION 49,677 53,888
VANGUARD MID-CAP ETF 751,557 1,022,921
VANGUARD SM-CAP ETF 458,281 523,273
VERIZON COMMUNICATIONS 125,896 95,190
VICTORY MARKET NEUTRAL INCOME 635,000 551,025
VISA INC 247,506 566,769
VULCAN MATERIALS CO 202,955 225,191
WAL-MART STORES INC 106,116 99,253
WALT DISNEY HOLDINGS CO 212,128 150,563
WEX, INC 31,617 29,948
WILLIAMS COS 61,503 82,250
WILLSCOT MOBILE MINI CL A 25,415 24,392
ZOETIS INC 51,792 92,473

TY 2022 InvestmentsGovtObligationsSch
Name:
Charles R Wood Foundation
EIN:
22-2237193
US Government Securities - End of Year Book Value:

4,233,599
US Government Securities - End of Year Fair Market Value:

3,989,057
State & Local Government Securities - End of Year Book Value:


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


 


TY 2022 InvestmentsOtherSchedule2
Name:
Charles R Wood Foundation
EIN:
22-2237193
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIFTH AVENUE MULTI-STRATEGY OF   2,250,001 2,725,748
FIFTH AVENUE PRIVATE EQUITY 14   395,147 771,576
FIFTH AVENUE PRIVATE EQUITY 15   314,086 469,638
FIFTH AVENUE PRIVATE EQUITY 16   116,198 133,607
FIFTH AVENUE REAL ASSETS 4 LLC   202,877 318,166
FIFTH AVENUE REAL ASSETS 5 LLC   91,367 104,136
MS GLOBAL DISTRESSED OPPORTUNI     27,019

TY 2022 LandEtcSchedule2
Name:
Charles R Wood Foundation
EIN:
22-2237193
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING - DOUBLE 2,611,800 1,958,850 652,950 80,000
FURNITURE AND FIXT 149,379 149,379    
LAND - DOUBLE H RA 344,789   344,789 20,000
LAND IMP - DOUBLE 64,886 64,886    
MACHINERY & EQUIPM 99,422 99,422    


TY 2022 OtherExpensesSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 98,867     98,867
Bank Charges 8 8    
Foundation Dues & Memberships 795     795
Indemnification Insurance 2,250     2,250
K-1 Exp FIFTH AVENUE PRIVATE E 14,572 14,537    
K-1 Exp FIFTH AVENUE PRIVATE E 11,395 11,391    
K-1 Exp FIFTH AVENUE PRIVATE E 9,866 9,866    
K-1 Exp FIFTH AVENUE REAL ASSE 28,611 28,559    
K-1 Exp FIFTH AVENUE REAL ASSE 9,636 9,622    
OFFICE SUPPLIES 252     252
Property insurance 9,001     9,001
Property Maintenance 772     772
State or Local Filing Fees 1,500     1,500
Website Hosting/Support 7,375     7,375


TY 2022 OtherIncomeSchedule2
Name:
Charles R Wood Foundation
EIN:
22-2237193
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 14 LLC 3,491 2,551  
K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 15 LLC -1,126 -387  
K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 16 LLC -630 421  
K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 4 LLC 14,956 22,180  
K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 5 LLC -6,398 1,393  
Federal Tax Refund 200    


TY 2022 OtherIncreasesSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Description Amount
RETURNED GRANT 4,000


TY 2022 OtherProfessionalFeesSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 139,196 139,196    


TY 2022 SubstantialContributorsSch
Name:
Charles R Wood Foundation
EIN:
22-2237193
Name Address
Estate of Georgia Beckos Wood Trust c/o Barbara Wages 12 Moss Oaks Dr
Ameilia Island,FL32034


TY 2022 TaxesSchedule
Name:
Charles R Wood Foundation
EIN:
22-2237193
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2022 8,600      
990-PF Extension for 2021 26,200      
Foreign Tax Paid 1,879 1,879    
STATE INCOME TAX 2021 927      
STATE INCOME TAX EXT. 2021 250      
PTNRSHP STATE TAX WITHHOLD 238 238