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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BRUCE WOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

30-6625517
B Telephone number (see instructions)

(212) 852-3049
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$4,124,147J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 113,651 94,667  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,713
b Gross sales price for all assets on line 6a 1,545,956
7 Capital gain net income (from Part IV, line 2)... 65,713
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 179,364 160,380  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,446 14,578   21,867
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,675 205   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
92 92    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,213 14,875 0 21,867
25 Contributions, gifts, grants paid....... 177,862 177,862
26 Total expenses and disbursements. Add lines 24 and 25 219,075 14,875 0 199,729
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,711
b Net investment income (if negative, enter -0-) 145,505
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,045 4,385 4,385
2 Savings and temporary cash investments......... 42,313 41,866 41,866
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
719,601 		730,170
b Investments—corporate stock (attach schedule)....... 1,869,301 Click to see attachment
List of Attached Documents:
// Content
1,965,222 		2,827,595
c Investments—corporate bonds (attach schedule)....... 1,129,895 Click to see attachment
List of Attached Documents:
// Content
531,665 		520,131
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).......... 261,141   0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,303,695 3,262,739 4,124,147
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
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........ 3,303,695 3,262,739
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)..... 3,303,695 3,262,739
30 Total liabilities and net assets/fund balances (see instructions). 3,303,695 3,262,739
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
3,303,695
2
Enter amount from Part I, line 27a .....................
2
-39,711
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,765
4
Add lines 1, 2, and 3 ..........................
4
3,265,749
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,010
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,262,739
Form 990-PF (2023)
Form 990-PF (2023)
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 17. VANECK VECTORS J.P   2021-10-06 2023-01-05
b 1402. VANECK VECTORS J.P   2020-07-08 2023-01-05
c 2715. AFFIRM HOLDINGS INC REG   2022-09-06 2023-01-06
d 1. ANTHEM INC   2022-06-02 2023-01-06
e 7. ANTHEM INC   2020-07-16 2023-01-06
4. ANTHEM INC   2019-10-25 2023-01-06
3. ANTHEM INC   2019-10-16 2023-01-06
11. ANTHEM INC   2019-03-08 2023-01-06
8. ANTHEM INC   2019-03-08 2023-01-06
39. ANTHEM INC   2018-12-18 2023-01-06
13. ANTHEM INC   2019-03-05 2023-01-06
30. ANTHEM INC   2018-12-11 2023-01-06
18. ANTHEM INC   2020-04-27 2023-01-06
95. ADOBE SYS INC COM   2022-05-17 2023-01-11
13. ADOBE SYS INC COM   2022-06-02 2023-01-11
542. LAMB WESTON HOLDINGS INC   2022-05-16 2023-01-11
4. MONSTER BEVERAGE SHS   2022-06-02 2023-01-11
384. MONSTER BEVERAGE SHS   2022-05-16 2023-01-11
7. STRYKER CORP   2018-12-07 2023-01-11
23. STRYKER CORP   2020-04-27 2023-01-11
13. STRYKER CORP   2022-06-02 2023-01-11
10. STRYKER CORP   2020-07-16 2023-01-11
58. STRYKER CORP   2018-12-11 2023-01-11
60. STRYKER CORP   2018-12-18 2023-01-11
5. STRYKER CORP   2019-10-25 2023-01-11
4. STRYKER CORP   2019-10-16 2023-01-11
1. STRYKER CORP   2019-05-29 2023-01-11
13. STRYKER CORP   2019-03-08 2023-01-11
9. STRYKER CORP   2019-03-08 2023-01-11
20. STRYKER CORP   2019-03-05 2023-01-11
120. MORGAN STANLEY   2020-04-27 2023-01-17
38. MORGAN STANLEY   2020-07-16 2023-01-17
21. MORGAN STANLEY   2019-10-16 2023-01-17
9. MORGAN STANLEY   2020-02-24 2023-01-17
54. MORGAN STANLEY   2019-03-05 2023-01-17
185. MORGAN STANLEY   2019-02-21 2023-01-17
265. MORGAN STANLEY   2018-12-27 2023-01-17
108. MORGAN STANLEY   2019-05-29 2023-01-17
24. MORGAN STANLEY   2019-10-25 2023-01-17
554. TESLA MTRS INC   2023-01-06 2023-01-17
97. ALLSTATE CORP/THE   2022-06-02 2023-01-19
23. ALLSTATE CORP/THE   2021-10-06 2023-01-19
92. ALLSTATE CORP/THE   2021-04-07 2023-01-19
125. TOTAL FINA ELF S.A. ADR   2022-06-02 2023-01-31
578. TOTAL FINA ELF S.A. ADR   2022-05-24 2023-01-31
1262. FORD MOTOR CO   2022-05-24 2023-02-03
382. FORD MOTOR CO   2022-06-02 2023-02-03
40. EMERSON ELECTRIC CO   2022-06-02 2023-02-24
571. EMERSON ELECTRIC CO   2021-11-03 2023-02-24
50000. UNIVERSITY CALIF REVS   2018-12-11 2023-05-15
49. VANECK VECTORS   2021-10-06 2023-05-16
183. VANECK VECTORS   2023-02-17 2023-05-16
33. VANECK VECTORS   2019-10-25 2023-05-16
364. VANGUARD INTERMEDIATE-TERM BOND ETF   2018-12-11 2023-05-16
99. VANGUARD INTERMEDIATE-TERM BOND ETF   2023-02-17 2023-05-16
40. VANGUARD INTERMEDIATE-TERM BOND ETF   2021-10-06 2023-05-16
56. VANGUARD INTERMEDIATE-TERM BOND ETF   2019-10-25 2023-05-16
362. VANGUARD INTERMEDIATE-TERM BOND ETF   2018-12-18 2023-05-16
60. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-10-25 2023-05-17
22. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-06 2023-05-17
30. VANGUARD SHORT-TERM CORPORATE BOND ETF   2023-02-17 2023-05-17
376. VANGUARD SHORT-TERM CORPORATE BOND ETF   2018-12-18 2023-05-17
407. VANGUARD SHORT-TERM CORPORATE BOND ETF   2018-12-11 2023-05-17
24. COSTCO WHSL CORP NEW   2023-02-17 2023-05-30
33. COSTCO WHSL CORP NEW   2022-06-02 2023-05-30
2. COSTCO WHSL CORP NEW   2022-02-03 2023-05-30
132. KLA-TENCOR CORP   2019-03-04 2023-05-30
2. DIAGEO PLC SPON ADR NEW   2022-01-27 2023-05-31
50. DIAGEO PLC SPON ADR NEW   2022-06-02 2023-05-31
43. DIAGEO PLC SPON ADR NEW   2023-02-17 2023-05-31
10000. DISTRICT COLUMBIA   2023-05-16 2023-06-01
35. PEPSICO INC   2022-05-18 2023-06-16
70. PEPSICO INC   2022-06-02 2023-06-16
115. PEPSICO INC   2023-02-01 2023-06-16
14. MONDELEZ INTERNATIONAL INC   2019-10-25 2023-06-20
53. MONDELEZ INTERNATIONAL INC   2019-03-08 2023-06-20
11. MONDELEZ INTERNATIONAL INC   2019-10-16 2023-06-20
67. MONDELEZ INTERNATIONAL INC   2019-03-05 2023-06-20
91. MONDELEZ INTERNATIONAL INC   2020-04-27 2023-06-20
38. MONDELEZ INTERNATIONAL INC   2020-07-16 2023-06-20
67. MONDELEZ INTERNATIONAL INC   2022-06-02 2023-06-20
39. MONDELEZ INTERNATIONAL INC   2019-03-08 2023-06-20
38. MONDELEZ INTERNATIONAL INC   2023-02-17 2023-06-20
195. MONDELEZ INTERNATIONAL INC   2018-12-18 2023-06-20
189. MONDELEZ INTERNATIONAL INC   2018-12-11 2023-06-20
63. MONDELEZ INTERNATIONAL INC   2018-12-07 2023-06-20
8. MONDELEZ INTERNATIONAL INC   2021-10-06 2023-06-20
41. APPLE INC   2019-03-08 2023-06-22
76. APPLE INC   2019-03-08 2023-06-22
104. APPLE INC   2019-03-05 2023-06-22
28. APPLE INC   2018-12-18 2023-06-22
38. CISCO SYSTEMS INC   2019-03-05 2023-06-22
253. CISCO SYSTEMS INC   2018-12-18 2023-06-22
237. CISCO SYSTEMS INC   2018-12-11 2023-06-22
45. CISCO SYSTEMS INC   2018-12-07 2023-06-22
212. ISHARES IBOXX INVESTMENT GRADE CORP BD   2023-02-17 2023-07-10
85. GENERAL MOTORS CO   2023-02-17 2023-09-01
133. GENERAL MOTORS CO   2022-06-02 2023-09-01
460. GENERAL MOTORS CO   2022-05-24 2023-09-01
1016. VANECK VECTORS SHORT   2023-02-17 2023-09-18
2. CROWN CASTLE INTERNATIONAL CORP   2021-10-06 2023-09-22
68. CROWN CASTLE INTERNATIONAL CORP   2020-05-05 2023-09-22
3. CROWN CASTLE INTERNATIONAL CORP   2020-05-05 2023-09-22
7. CROWN CASTLE INTERNATIONAL CORP   2020-07-16 2023-09-22
9. CROWN CASTLE INTERNATIONAL CORP   2022-06-02 2023-09-22
16. CROWN CASTLE INTERNATIONAL CORP   2023-02-17 2023-09-22
68. CROWN CASTLE INTERNATIONAL CORP   2020-05-05 2023-09-22
188. ISHARES TIPS BOND ETF   2023-02-17 2023-10-23
252. ISHARES TIPS BOND ETF   2022-06-02 2023-10-23
19. ISHARES JP MORGAN USD EMERGING MKTS   2021-10-06 2023-10-23
437. ISHARES JP MORGAN USD EMERGING MKTS   2019-12-05 2023-10-23
54. ISHARES JP MORGAN USD EMERGING MKTS   2023-02-17 2023-10-23
50. VANGUARD EMERGING MARKET   2023-02-17 2023-10-23
561. VANGUARD EMERGING MARKET   2023-01-05 2023-10-23
288. VANGUARD INTRMDIATE-TERM   2023-02-17 2023-10-23
20000. NEW YORK NY CITY TFA REV   2018-12-11 2023-11-01
34. REALTY INCOME CORP   2022-06-02 2023-12-06
7. REALTY INCOME CORP   2021-10-06 2023-12-06
4. REALTY INCOME CORP   2019-10-25 2023-12-06
3. REALTY INCOME CORP   2019-10-16 2023-12-06
127. REALTY INCOME CORP   2019-04-23 2023-12-06
26. REALTY INCOME CORP   2023-02-17 2023-12-06
23. REALTY INCOME CORP   2020-04-27 2023-12-06
20. REALTY INCOME CORP   2020-07-16 2023-12-06
154. REALTY INCOME CORP   2020-02-10 2023-12-06
419. UNITED PARCEL SERVICE INC   2023-05-17 2023-12-06
79. VODAFONE GROUP PLC   2020-07-16 2023-12-07
35. VODAFONE GROUP PLC   2021-10-06 2023-12-07
204. VODAFONE GROUP PLC   2023-02-17 2023-12-07
215. VODAFONE GROUP PLC   2020-04-27 2023-12-07
5. VODAFONE GROUP PLC   2020-02-24 2023-12-07
110. VODAFONE GROUP PLC   2022-06-02 2023-12-07
1205. VODAFONE GROUP PLC   2019-12-18 2023-12-07
523. BYD CO LTD   2023-06-16 2023-12-12
302. CHARGEPOINT HOLDINGS INC   2023-09-08 2023-12-12
3571. CHARGEPOINT HOLDINGS INC   2023-06-20 2023-12-12
256. FMC CORP   2023-08-29 2023-12-12
46. PFIZER INC   2023-02-17 2023-12-12
1362. PFIZER INC   2020-11-16 2023-12-12
5. PFIZER INC   2022-06-02 2023-12-12
5. MAPLEBEAR INC   2023-12-26 2023-12-27
5. MAPLEBEAR INC   2023-12-26 2023-12-27
137. MAPLEBEAR INC   2023-12-26 2023-12-27
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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 414   480 -66
b 34,110   39,300 -5,190
c 25,147   60,590 -35,443
d 472   491 -19
e 3,303   1,879 1,424
1,887   1,040 847
1,415   736 679
5,190   3,234 1,956
3,774   2,350 1,424
18,400   10,272 8,128
6,133   3,874 2,259
14,154   8,327 5,827
8,492   4,824 3,668
32,440   38,928 -6,488
4,439   5,476 -1,037
52,249   34,707 17,542
406   351 55
39,015   34,274 4,741
1,803   1,187 616
5,924   4,385 1,539
3,349   2,918 431
2,576   1,865 711
14,940   10,011 4,929
15,455   9,713 5,742
1,288   1,055 233
1,030   857 173
258   181 77
3,349   2,407 942
2,318   1,666 652
5,152   3,800 1,352
11,652   4,694 6,958
3,690   2,024 1,666
2,039   902 1,137
874   448 426
5,243   2,250 2,993
17,963   7,755 10,208
25,731   10,212 15,519
10,486   4,511 5,975
2,330   1,108 1,222
72,316   60,862 11,454
12,121   12,871 -750
2,874   2,896 -22
11,496   10,678 818
7,720   7,243 477
35,696   32,674 3,022
17,125   15,685 1,440
5,184   5,215 -31
3,236   3,555 -319
46,193   54,448 -8,255
50,000   48,899 1,101
2,261   2,506 -245
8,445   8,369 76
1,523   1,656 -133
27,789   29,341 -1,552
7,558   7,390 168
3,054   3,574 -520
4,275   4,913 -638
27,637   29,297 -1,660
4,562   4,866 -304
1,673   1,810 -137
2,281   2,264 17
28,589   29,279 -690
30,946   31,615 -669
12,168   12,138 30
16,731   15,237 1,494
1,014   1,042 -28
60,784   15,365 45,419
335   405 -70
8,378   9,163 -785
7,205   7,464 -259
10,000   10,000  
6,533   5,770 763
13,065   11,421 1,644
21,464   19,778 1,686
1,030   736 294
3,899   2,469 1,430
809   597 212
4,929   3,146 1,783
6,695   4,680 2,015
2,796   2,029 767
4,929   4,140 789
2,869   1,816 1,053
2,796   2,506 290
14,346   8,265 6,081
13,904   8,358 5,546
4,635   2,769 1,866
589   474 115
7,633   1,759 5,874
14,149   3,257 10,892
19,361   4,573 14,788
5,213   1,170 4,043
1,933   1,948 -15
12,867   11,222 1,645
12,054   11,207 847
2,289   2,137 152
22,451   22,546 -95
2,859   3,627 -768
4,473   5,115 -642
15,470   16,162 -692
22,286   22,632 -346
184   334 -150
6,272   10,340 -4,068
277   456 -179
646   1,114 -468
830   1,569 -739
1,476   2,206 -730
6,272   10,329 -4,057
19,333   20,128 -795
25,914   29,576 -3,662
1,532   2,070 -538
35,235   48,904 -13,669
4,354   4,593 -239
2,888   3,065 -177
32,403   34,530 -2,127
21,463   22,547 -1,084
20,000   19,100 900
1,894   2,280 -386
390   452 -62
223   308 -85
167   223 -56
7,076   8,185 -1,109
1,449   1,718 -269
1,281   1,094 187
1,114   1,087 27
8,580   11,717 -3,137
64,743   70,340 -5,597
699   1,272 -573
310   536 -226
1,805   2,509 -704
1,902   2,949 -1,047
44   97 -53
973   1,808 -835
10,662   23,665 -13,003
27,569   35,848 -8,279
674   1,740 -1,066
7,975   29,145 -21,170
14,095   22,635 -8,540
1,314   1,962 -648
38,901   47,907 -9,006
143   257 -114
119   120 -1
119   120 -1
3,268   3,296 -28
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
      1,003
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       -66
b       -5,190
c       -35,443
d       -19
e       1,424
      847
      679
      1,956
      1,424
      8,128
      2,259
      5,827
      3,668
      -6,488
      -1,037
      17,542
      55
      4,741
      616
      1,539
      431
      711
      4,929
      5,742
      233
      173
      77
      942
      652
      1,352
      6,958
      1,666
      1,137
      426
      2,993
      10,208
      15,519
      5,975
      1,222
      11,454
      -750
      -22
      818
      477
      3,022
      1,440
      -31
      -319
      -8,255
      1,101
      -245
      76
      -133
      -1,552
      168
      -520
      -638
      -1,660
      -304
      -137
      17
      -690
      -669
      30
      1,494
      -28
      45,419
      -70
      -785
      -259
       
      763
      1,644
      1,686
      294
      1,430
      212
      1,783
      2,015
      767
      789
      1,053
      290
      6,081
      5,546
      1,866
      115
      5,874
      10,892
      14,788
      4,043
      -15
      1,645
      847
      152
      -95
      -768
      -642
      -692
      -346
      -150
      -4,068
      -179
      -468
      -739
      -730
      -4,057
      -795
      -3,662
      -538
      -13,669
      -239
      -177
      -2,127
      -1,084
      900
      -386
      -62
      -85
      -56
      -1,109
      -269
      187
      27
      -3,137
      -5,597
      -573
      -226
      -704
      -1,047
      -53
      -835
      -13,003
      -8,279
      -1,066
      -21,170
      -8,540
      -648
      -9,006
      -114
      -1
      -1
      -28
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 65,713
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  
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 2,023
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 2,023
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 2,023
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,704
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 2,704
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 681
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow681 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
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:
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 arrowFL
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 2023 or the taxable year beginning in 2023? 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
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 arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
BANK OF AMERICA N A TRUSTEE
2 		36,446    
PO BOX 1532
PENNINGTON,NJ08534
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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 (2023)
Form 990-PF (2023)
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
3,935,224
b
Average of monthly cash balances.......................
1b
72,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,007,464
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
4,007,464
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
60,112
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,947,352
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
197,368
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
197,368
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,023
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,023
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
195,345
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
195,345
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
195,345
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
199,729
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
199,729
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 195,345
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 177,862
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 199,729
a Applied to 2022, but not more than line 2a 177,862
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 2023 distributable amount..... 21,867
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		173,478
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

HENDERSON BEHAVIORAL HEALTH

4740 N STATE ROAD 7 STE 201
LAUD LAKES,FL333195839 		NONE PC GENERAL OPERATING 52,862

ARCHWAYS INC

919 NE 13TH ST
FT LAUDERDALE,FL333042009 		NONE PC GENERAL OPERATING 125,000
Total .................................right arrow 3a 177,862
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 113,651  
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 65,713  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   179,364  
13Total. Add line 12, columns (b), (d), and (e)..................
13
179,364
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Name of Bond End of Year Book Value End of Year Fair Market Value
29364W108 ENTERGY LOUISIANA LL 50,721 47,984
29364N108 ENTERGY MISSISSIPPI 51,108 50,281
29364D100 ENTERGY ARKANSAS INC 50,614 48,610
880591300 TENNESSEE VALLEY AUT 71,638 66,240
38141GWB6 GOLDMAN SACHS GROUP 39,368 38,910
38148YAA6 GOLDMAN SACHS GROUP 19,607 17,498
91537PEV3 UPLAND CALIF UNI SCH    
517704ET5 LAS VEGAS NV    
353856B97 FRANKLIN-MCKINLEY CA    
880461YX0 TENNESSEE HDA RESID    
92812VSY3 VIRGINIA ST HSG DEV    
64971QJ20 NEW YORK NY CITY TFA    
365418BG6 GARDEN ST NJ PRESRV    
46613QHW7 JEA FLA ST JOHNS RIV    
02765ULC6 AMERICAN MUN PWR OHI    
646066XC9 NEW JERSEY ST EDL FA    
91412GT39 UNIVERSITY CALIF REV    
97712DQQ2 WISCONSIN ST HLTH ED    
485052RL0 KANSAS CITY MO MUN A    
59261APF8 METROPOLITAN TRANSN    
857477BD4 STATE STREET CORP 39,486 38,788
130658NH6 CALIFORNIA ST DEPT V    
46647PDH6 JPMORGAN CHASE & CO 48,898 49,516
78014RJS0 ROYAL BANK OF CANADA 25,231 25,023
91159HHW3 US BANCORP 70,006 72,364
06368LGU4 USD BANK OF MONTREAL 64,988 64,917

TY 2023 InvestmentsCorpStockSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Name of Stock End of Year Book Value End of Year Fair Market Value
478160104 JOHNSON & JOHNSON 54,438 59,718
539830109 LOCKHEED MARTIN CORP 37,152 52,576
91324P102 UNITEDHEALTH GROUP I 39,697 77,918
036752103 ANTHEM INC    
17275R102 CISCO SYSTEMS INC 97,004 105,031
30225T102 EXTRA SPACE STORAGE 21,214 33,669
594918104 MICROSOFT CORP COM 47,364 136,879
617446448 MORGAN STANLEY 26,693 28,628
931142103 WAL MART STORES INC 46,558 59,434
30231G102 EXXON MOBIL CORP 53,616 124,775
46625H100 J P MORGAN CHASE & C 64,802 100,189
609207105 MONDELEZ INTERNATION    
437076102 HOME DEPOT INC/THE 24,294 42,626
461202103 INTUIT INC 54,175 133,756
636274409 NATIONAL GRID PLC 30,106 36,851
037833100 APPLE INC 71,745 127,262
863667101 STRYKER CORP    
025537101 AMERICAN ELECTRIC PO 31,656 31,107
191216100 COCA-COLA CO/THE 52,162 63,291
438516106 HONEYWELL INTERNATIO 37,990 52,847
717081103 PFIZER INC    
92343V104 VERIZON COMMUNICATIO 32,188 22,846
92857W308 VODAFONE GROUP PLC    
09247X101 BLACKROCK INC 52,172 90,922
20030N101 COMCAST CORP 31,639 32,230
482480100 KLA-TENCOR CORP 43,775 180,203
756109104 REALTY INCOME CORP    
38141G104 GOLDMAN SACHS GROUP 42,675 84,484
023135106 AMAZON COM INC 51,109 51,508
22822V101 CROWN CASTLE INTERNA    
00206R102 AT&T INC 27,394 21,898
002824100 ABBOTT LABORATORIES 32,232 32,251
742718109 PROCTER & GAMBLE CO/ 54,015 65,650
02079K305 ALPHABET INC SHS 25,102 45,399
291011104 EMERSON ELECTRIC CO    
90353T100 UBER TECHNOLOGIES IN 20,971 47,778
009158106 AIR PRODUCTS & CHEMI 71,132 72,831
020002101 ALLSTATE CORP/THE    
780259305 ROYAL DUTCH SHELL PL 58,056 83,566
892331307 TOYOTA MTR CORP ADR 28,499 32,642
37045V100 GENERAL MOTORS CO    
25243Q205 DIAGEO PLC SPON ADR    
345370860 FORD MOTOR CO    
00724F101 ADOBE SYS INC COM    
513272104 LAMB WESTON HOLDINGS    
22160K105 COSTCO WHSL CORP NEW    
713448108 PEPSICO INC 34,702 34,308
00827B106 AFFIRM HOLDINGS INC    
61174X109 MONSTER BEVERAGE SHS    
89151E109 TOTAL FINA ELF S.A.    
02209S103 ALTRIA GROUP INC 49,506 43,002
03524A108 ANHEUSER-BUSCH INBEV 18,213 21,583
11135F101 BROADCOM INC 35,796 46,883
446150104 HUNTINGTON BANCSHARE 62,199 73,229
595017104 MICROCHIP TECHNOLOGY 67,459 78,276
65473P105 NISOURCE INC 66,954 63,614
67066G104 NVIDIA CORP 34,765 39,618
81211K100 SEALED AIR CORP 9,521 10,262
871829107 SYSCO CORP 33,709 35,249
88160R101 TESLA MTRS INC 53,041 66,841
98138H101 WORKDAY INC CL A 66,784 110,976
G5960L103 MEDTRONIC PLC SHS 70,948 72,989

TY 2023 InvestmentsGovtObligationsSch
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
US Government Securities - End of Year Book Value:

719,601
US Government Securities - End of Year Fair Market Value:

730,170
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
921937819 VANGUARD INTERMEDIAT      
92189H201 VANECK VECTORS      
92206C409 VANGUARD SHORT-TERM      
464288281 ISHARES JP MORGAN US      
92189H300 VANECK VECTORS J.P      
464287176 ISHARES TIPS BOND ET      

TY 2023 OtherDecreasesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Amount
MUTUAL FUND TIMING ADJ 267
CY PURCHASE OF ACCRUED INTEREST 54
ROC ON CY SALES 81
PY ROC ADJ 2,309
COST BASIS ADJ 299


TY 2023 OtherExpensesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 92 92   0


TY 2023 OtherIncreasesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,765


TY 2023 TaxesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 205 205   0
FEDERAL TAX PAYMENT - PRIOR YE 1,766 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,704 0   0