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
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)9820 ASSOCIATION COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46280
A Employer identification number

27-4826335
B Telephone number (see instructions)

(317) 688-6534
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$56,398,575
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,322,619
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,557 8,557  
4 Dividends and interest from securities... 1,465,785 1,465,785  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,125,050
b Gross sales price for all assets on line 6a 18,841,563
7 Capital gain net income (from Part IV, line 2)... 3,125,050
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).......      
12 Total. Add lines 1 through 11........ 9,922,011 4,599,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 20,000 20,000   0
c Other professional fees (attach schedule).... 192,323 192,323   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,750 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 499,835 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 715,908 212,323   0
25 Contributions, gifts, grants paid....... 3,925,500 3,925,500
26 Total expenses and disbursements. Add lines 24 and 25 4,641,408 212,323   3,925,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,280,603
b Net investment income (if negative, enter -0-) 4,387,069
c Adjusted net income (if negative, enter -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 -1
2 Savings and temporary cash investments......... 366,060 1,268,752 1,268,752
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)      
b Investments—corporate stock (attach schedule)....... 4,979,245 Click to see attachment
List of Attached Documents:
// Content
6,751,254
9,821,051
c Investments—corporate bonds (attach schedule).......      
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).......... 30,519,454 Click to see attachment
List of Attached Documents:
// Content
33,241,970
45,308,772
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
393,754
Click to see attachment
List of Attached Documents:
// Content
277,141
Click to see attachment
List of Attached Documents:
// Content
1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,258,513 41,539,116 56,398,575
Liabilities 17 Accounts payable and accrued expenses.......... 20,000 20,000
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)......... 20,000 20,000
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 36,238,513 41,519,116
29 Total net assets or fund balances (see instructions)..... 36,238,513 41,519,116
30 Total liabilities and net assets/fund balances (see instructions). 36,258,513 41,539,116
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
36,238,513
2
Enter amount from Part I, line 27a .....................
2
5,280,603
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
41,519,116
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
41,519,116
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 ABB LTD SPON ADR P 2022-10-20 2023-06-07
b ABB LTD SPON ADR P 2022-10-20 2023-06-07
c ABB LTD SPON ADR P 2022-02-28 2023-06-07
d ABB LTD SPON ADR P 2021-11-02 2023-06-07
e ABB LTD SPON ADR P 2021-10-13 2023-06-07
ABB LTD SPON ADR P 2021-09-03 2023-06-07
ABB LTD SPON ADR P 2021-05-19 2023-06-07
ABB LTD SPON ADR P 2020-12-24 2023-06-07
ABB LTD SPON ADR P 2020-12-10 2023-06-07
ABB LTD SPON ADR P 2020-11-25 2023-06-07
ABB LTD SPON ADR P 2019-10-17 2023-06-07
ABB LTD SPON ADR P 2019-07-18 2023-06-07
ABB LTD SPON ADR P 2019-05-23 2023-03-14
ABB LTD SPON ADR P 2019-05-23 2023-03-03
ABB LTD SPON ADR P 2019-05-23 2023-01-19
ABB LTD SPON ADR P 2019-05-23 2023-03-23
ABB LTD SPON ADR P 2019-05-23 2023-06-07
ABB LTD SPON ADR P 2019-05-23 2023-06-07
ABB LTD SPON ADR P 2019-05-23 2023-05-23
ABBOTT LABS P 2022-11-03 2023-01-19
ABBOTT LABS P 2022-11-03 2023-03-03
ACCELLERON INDS LTD P 2019-05-23 2023-01-12
ADOBE INC P 2016-01-08 2023-06-14
ADOBE INC P 2016-01-08 2023-05-23
ADOBE INC P 2016-01-08 2023-07-06
ADOBE INC P 2016-01-08 2023-06-29
ADOBE INC P 2016-01-08 2023-03-03
ADOBE INC P 2016-01-08 2023-01-19
ADOBE INC P 2016-01-08 2023-03-23
ADOBE INC P 2016-01-08 2023-03-14
ADOBE INC P 2016-01-08 2023-10-12
ADOBE INC P 2016-01-08 2023-09-22
ADOBE INC P 2016-01-08 2023-12-15
ADOBE INC P 2016-01-08 2023-12-12
ADOBE INC P 2016-01-08 2023-07-28
ADOBE INC P 2016-01-08 2023-07-11
ADOBE INC P 2016-01-08 2023-08-22
ADOBE INC P 2016-01-08 2023-08-17
ALPHABET INC SHS CL A P 2017-08-09 2023-12-15
ALPHABET INC SHS CL A P 2017-07-27 2023-10-12
ALPHABET INC SHS CL A P 2017-07-27 2023-12-12
ALPHABET INC SHS CL A P 2017-07-27 2023-12-15
ALPHABET INC SHS CL A P 2015-08-11 2023-07-28
ALPHABET INC SHS CL A P 2015-08-11 2023-07-11
ALPHABET INC SHS CL A P 2015-08-11 2023-07-06
ALPHABET INC SHS CL A P 2015-08-11 2023-08-17
ALPHABET INC SHS CL A P 2015-08-11 2023-10-12
ALPHABET INC SHS CL A P 2015-08-11 2023-09-22
ALPHABET INC SHS CL A P 2015-08-11 2023-08-22
ALPHABET INC SHS CL A P 2014-10-03 2023-06-14
ALPHABET INC SHS CL A P 2014-10-03 2023-06-29
ALPHABET INC SHS CL A P 2014-10-03 2023-07-06
ALPHABET INC SHS CL A P 2013-09-18 2023-03-23
ALPHABET INC SHS CL A P 2013-09-18 2023-05-23
ALPHABET INC SHS CL A P 2013-09-18 2023-06-14
ALPHABET INC SHS CL A P 2013-08-15 2023-03-03
ALPHABET INC SHS CL A P 2013-08-15 2023-01-19
ALPHABET INC SHS CL A P 2013-08-15 2023-03-23
ALPHABET INC SHS CL A P 2013-08-15 2023-03-14
ALPHABET INC SHS CL A P 2013-08-05 2023-01-19
ALPHABET INC SHS CL A P 2013-06-20 2023-01-19
ALPHABET INC SHS CL C P 2018-03-01 2023-06-14
ALPHABET INC SHS CL C P 2018-03-01 2023-05-23
ALPHABET INC SHS CL C P 2018-03-01 2023-07-06
ALPHABET INC SHS CL C P 2018-03-01 2023-06-29
ALPHABET INC SHS CL C P 2018-03-01 2023-03-03
ALPHABET INC SHS CL C P 2018-03-01 2023-01-19
ALPHABET INC SHS CL C P 2018-03-01 2023-03-23
ALPHABET INC SHS CL C P 2018-03-01 2023-03-14
ALPHABET INC SHS CL C P 2018-03-01 2023-10-12
ALPHABET INC SHS CL C P 2018-03-01 2023-09-22
ALPHABET INC SHS CL C P 2018-03-01 2023-12-15
ALPHABET INC SHS CL C P 2018-03-01 2023-12-12
ALPHABET INC SHS CL C P 2018-03-01 2023-07-28
ALPHABET INC SHS CL C P 2018-03-01 2023-07-11
ALPHABET INC SHS CL C P 2018-03-01 2023-08-22
ALPHABET INC SHS CL C P 2018-03-01 2023-08-17
AMAZON COM INC COM P 2014-10-03 2023-06-14
AMAZON COM INC COM P 2014-10-03 2023-05-23
AMAZON COM INC COM P 2014-10-03 2023-07-06
AMAZON COM INC COM P 2014-10-03 2023-06-29
AMAZON COM INC COM P 2014-10-03 2023-03-03
AMAZON COM INC COM P 2014-10-03 2023-01-19
AMAZON COM INC COM P 2014-10-03 2023-03-23
AMAZON COM INC COM P 2014-10-03 2023-03-14
AMAZON COM INC COM P 2014-10-03 2023-10-12
AMAZON COM INC COM P 2014-10-03 2023-09-22
AMAZON COM INC COM P 2014-10-03 2023-12-15
AMAZON COM INC COM P 2014-10-03 2023-12-12
AMAZON COM INC COM P 2014-10-03 2023-07-28
AMAZON COM INC COM P 2014-10-03 2023-07-11
AMAZON COM INC COM P 2014-10-03 2023-08-22
AMAZON COM INC COM P 2014-10-03 2023-08-17
AMAZON COM INC COM P 2014-05-06 2023-01-19
AMERICAN TOWER REIT INC P 2014-04-01 2023-06-14
AMERICAN TOWER REIT INC P 2014-04-01 2023-05-23
AMERICAN TOWER REIT INC P 2014-04-01 2023-07-06
AMERICAN TOWER REIT INC P 2014-04-01 2023-06-29
AMERICAN TOWER REIT INC P 2014-04-01 2023-03-03
AMERICAN TOWER REIT INC P 2014-04-01 2023-01-19
AMERICAN TOWER REIT INC P 2014-04-01 2023-03-23
AMERICAN TOWER REIT INC P 2014-04-01 2023-03-14
AMERICAN TOWER REIT INC P 2014-04-01 2023-10-12
AMERICAN TOWER REIT INC P 2014-04-01 2023-09-22
AMERICAN TOWER REIT INC P 2014-04-01 2023-12-15
AMERICAN TOWER REIT INC P 2014-04-01 2023-12-12
AMERICAN TOWER REIT INC P 2014-04-01 2023-07-28
AMERICAN TOWER REIT INC P 2014-04-01 2023-07-11
AMERICAN TOWER REIT INC P 2014-04-01 2023-08-22
AMERICAN TOWER REIT INC P 2014-04-01 2023-08-17
ANALOG DEVICES INC COM P 2023-01-11 2023-03-23
ANALOG DEVICES INC COM P 2023-01-11 2023-05-23
ANALOG DEVICES INC COM P 2023-01-11 2023-03-14
ANALOG DEVICES INC COM P 2023-01-11 2023-01-19
ANALOG DEVICES INC COM P 2023-01-11 2023-03-03
ANALOG DEVICES INC COM P 2023-01-11 2023-06-14
ANALOG DEVICES INC COM P 2023-01-11 2023-07-28
ANALOG DEVICES INC COM P 2023-01-11 2023-08-16
ANALOG DEVICES INC COM P 2023-01-11 2023-07-11
ANALOG DEVICES INC COM P 2023-01-11 2023-06-29
ANALOG DEVICES INC COM P 2023-01-11 2023-07-06
APPLE INC P 2016-06-27 2023-06-29
APPLE INC P 2016-06-27 2023-07-06
APPLE INC P 2016-06-27 2023-07-11
APPLE INC P 2016-06-27 2023-03-23
APPLE INC P 2016-06-27 2023-05-23
APPLE INC P 2016-06-27 2023-06-14
APPLE INC P 2016-06-27 2023-07-28
APPLE INC P 2016-06-27 2023-10-12
APPLE INC P 2016-06-27 2023-12-12
APPLE INC P 2016-06-27 2023-12-15
APPLE INC P 2016-06-27 2023-08-17
APPLE INC P 2016-06-27 2023-08-22
APPLE INC P 2016-06-27 2023-09-22
APPLE INC P 2015-08-11 2023-03-03
APPLE INC P 2015-08-11 2023-02-08
APPLE INC P 2015-08-11 2023-03-23
APPLE INC P 2015-08-11 2023-03-14
APPLE INC P 2013-09-18 2023-01-19
APPLE INC P 2013-09-18 2023-02-08
APPLIED MATERIAL INC P 2020-12-09 2023-06-14
APPLIED MATERIAL INC P 2020-12-09 2023-05-23
APPLIED MATERIAL INC P 2020-12-09 2023-07-06
APPLIED MATERIAL INC P 2020-12-09 2023-06-29
APPLIED MATERIAL INC P 2020-12-09 2023-03-03
APPLIED MATERIAL INC P 2020-12-09 2023-01-19
APPLIED MATERIAL INC P 2020-12-09 2023-03-23
APPLIED MATERIAL INC P 2020-12-09 2023-03-14
APPLIED MATERIAL INC P 2020-12-09 2023-10-12
APPLIED MATERIAL INC P 2020-12-09 2023-09-22
APPLIED MATERIAL INC P 2020-12-09 2023-12-15
APPLIED MATERIAL INC P 2020-12-09 2023-12-12
APPLIED MATERIAL INC P 2020-12-09 2023-07-28
APPLIED MATERIAL INC P 2020-12-09 2023-07-11
APPLIED MATERIAL INC P 2020-12-09 2023-08-22
APPLIED MATERIAL INC P 2020-12-09 2023-08-17
ASML HLDG NV NY REG SHS P 2019-05-23 2023-05-23
ASML HLDG NV NY REG SHS P 2019-05-23 2023-06-14
ASML HLDG NV NY REG SHS P 2019-05-23 2023-07-06
ASML HLDG NV NY REG SHS P 2019-05-23 2023-03-23
ASML HLDG NV NY REG SHS P 2019-05-23 2023-01-19
ASML HLDG NV NY REG SHS P 2019-05-23 2023-03-03
ASML HLDG NV NY REG SHS P 2019-05-23 2023-03-14
ASML HLDG NV NY REG SHS P 2019-05-23 2023-07-11
ASML HLDG NV NY REG SHS P 2019-05-23 2023-10-12
ASML HLDG NV NY REG SHS P 2019-05-23 2023-12-12
ASML HLDG NV NY REG SHS P 2019-05-23 2023-12-15
ASML HLDG NV NY REG SHS P 2019-05-23 2023-09-22
ASML HLDG NV NY REG SHS P 2019-05-23 2023-07-28
ASML HLDG NV NY REG SHS P 2019-05-23 2023-08-17
ASML HLDG NV NY REG SHS P 2019-05-23 2023-08-22
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-06-14
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-06-29
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-07-06
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-03-14
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-03-23
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-05-23
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-07-11
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-09-22
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-10-12
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-10-30
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-07-28
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-08-17
BIOMARIN PHARMACEUTICALS P 2023-03-03 2023-08-22
BLACKROCK INC P 2014-10-03 2023-12-15
BLACKROCK INC P 2013-09-18 2023-09-22
BLACKROCK INC P 2013-09-18 2023-08-22
BLACKROCK INC P 2013-09-18 2023-08-17
BLACKROCK INC P 2013-09-18 2023-12-15
BLACKROCK INC P 2013-09-18 2023-12-12
BLACKROCK INC P 2013-09-18 2023-10-12
BLACKROCK INC P 2013-08-15 2023-07-11
BLACKROCK INC P 2013-08-15 2023-07-06
BLACKROCK INC P 2013-08-15 2023-08-17
BLACKROCK INC P 2013-08-15 2023-07-28
BLACKROCK INC P 2013-08-05 2023-05-23
BLACKROCK INC P 2013-08-05 2023-03-23
BLACKROCK INC P 2013-08-05 2023-06-14
BLACKROCK INC P 2013-08-05 2023-07-06
BLACKROCK INC P 2013-08-05 2023-06-29
BLACKROCK INC P 2013-06-20 2023-03-03
BLACKROCK INC P 2013-06-20 2023-01-19
BLACKROCK INC P 2013-06-20 2023-03-23
BLACKROCK INC P 2013-06-20 2023-03-14
BLUE OWL CAP INC P 2023-09-15 2023-10-12
BLUE OWL CAP INC P 2023-09-15 2023-09-22
BLUE OWL CAP INC P 2023-09-15 2023-12-15
BLUE OWL CAP INC P 2023-09-15 2023-12-12
BRISTOL-MYERS SQUIBB CO P 2021-11-02 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2021-10-13 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2021-09-10 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2021-09-03 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2019-07-18 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2019-04-15 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2019-03-28 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2019-01-30 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-05-23
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-03-23
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-06-29
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-06-14
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-02-08
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-01-31
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-03-14
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-03-03
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-09-22
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-08-22
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-12-06
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-10-12
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-07-11
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-07-06
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-08-17
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2023-07-28
BROADCOM INC P 2017-07-27 2023-12-15
BROADCOM INC P 2014-02-10 2023-05-23
BROADCOM INC P 2014-02-10 2023-03-23
BROADCOM INC P 2014-02-10 2023-06-29
BROADCOM INC P 2014-02-10 2023-06-14
BROADCOM INC P 2014-02-10 2023-03-14
BROADCOM INC P 2014-02-10 2023-01-31
BROADCOM INC P 2014-02-10 2023-01-19
BROADCOM INC P 2014-02-10 2023-03-03
BROADCOM INC P 2014-02-10 2023-02-08
BROADCOM INC P 2014-02-10 2023-10-12
BROADCOM INC P 2014-02-10 2023-09-22
BROADCOM INC P 2014-02-10 2023-12-15
BROADCOM INC P 2014-02-10 2023-12-12
BROADCOM INC P 2014-02-10 2023-08-22
BROADCOM INC P 2014-02-10 2023-07-11
BROADCOM INC P 2014-02-10 2023-07-06
BROADCOM INC P 2014-02-10 2023-08-17
BROADCOM INC P 2014-02-10 2023-07-28
CHENIERE ENERGY P 2022-05-10 2023-06-14
CHENIERE ENERGY P 2022-05-10 2023-05-23
CHENIERE ENERGY P 2022-05-10 2023-07-06
CHENIERE ENERGY P 2022-05-10 2023-06-29
CHENIERE ENERGY P 2022-05-10 2023-03-03
CHENIERE ENERGY P 2022-05-10 2023-01-19
CHENIERE ENERGY P 2022-05-10 2023-03-23
CHENIERE ENERGY P 2022-05-10 2023-03-14
CHENIERE ENERGY P 2022-05-10 2023-10-12
CHENIERE ENERGY P 2022-05-10 2023-09-22
CHENIERE ENERGY P 2022-05-10 2023-12-15
CHENIERE ENERGY P 2022-05-10 2023-12-12
CHENIERE ENERGY P 2022-05-10 2023-07-28
CHENIERE ENERGY P 2022-05-10 2023-07-11
CHENIERE ENERGY P 2022-05-10 2023-08-22
CHENIERE ENERGY P 2022-05-10 2023-08-17
COMCAST CORP NEW CL A P 2015-08-11 2023-10-12
COMCAST CORP NEW CL A P 2015-08-11 2023-12-12
COMCAST CORP NEW CL A P 2015-08-11 2023-12-15
COMCAST CORP NEW CL A P 2013-08-15 2023-08-17
COMCAST CORP NEW CL A P 2013-08-15 2023-07-28
COMCAST CORP NEW CL A P 2013-08-15 2023-08-22
COMCAST CORP NEW CL A P 2013-08-15 2023-10-12
COMCAST CORP NEW CL A P 2013-08-15 2023-09-22
COMCAST CORP NEW CL A P 2013-06-20 2023-03-23
COMCAST CORP NEW CL A P 2013-06-20 2023-05-23
COMCAST CORP NEW CL A P 2013-06-20 2023-03-14
COMCAST CORP NEW CL A P 2013-06-20 2023-01-19
COMCAST CORP NEW CL A P 2013-06-20 2023-03-03
COMCAST CORP NEW CL A P 2013-06-20 2023-07-11
COMCAST CORP NEW CL A P 2013-06-20 2023-07-28
COMCAST CORP NEW CL A P 2013-06-20 2023-07-06
COMCAST CORP NEW CL A P 2013-06-20 2023-06-14
COMCAST CORP NEW CL A P 2013-06-20 2023-06-29
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-06-14
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-05-23
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-07-06
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-06-29
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-03-03
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-01-19
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-03-23
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-03-14
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-10-12
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-09-22
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-12-15
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-12-12
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-07-28
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-07-11
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-08-22
COSTCO WHOLESALE CRP DEL P 2014-01-24 2023-08-17
CSX CORP P 2017-08-09 2023-07-28
CSX CORP P 2017-08-09 2023-08-17
CSX CORP P 2017-08-09 2023-07-06
CSX CORP P 2017-08-09 2023-07-11
CSX CORP P 2017-08-09 2023-08-22
CSX CORP P 2017-08-09 2023-12-12
CSX CORP P 2017-08-09 2023-12-15
CSX CORP P 2017-08-09 2023-09-22
CSX CORP P 2017-08-09 2023-10-12
CSX CORP P 2017-06-27 2023-03-14
CSX CORP P 2017-06-27 2023-03-23
CSX CORP P 2017-06-27 2023-01-19
CSX CORP P 2017-06-27 2023-03-03
CSX CORP P 2017-06-27 2023-06-29
CSX CORP P 2017-06-27 2023-07-06
CSX CORP P 2017-06-27 2023-05-23
CSX CORP P 2017-06-27 2023-06-14
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DOVER CORP P 2017-01-20 2023-01-19
DOVER CORP P 2017-01-20 2023-03-23
DOVER CORP P 2017-01-20 2023-03-14
DOVER CORP P 2017-01-20 2023-10-12
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DOVER CORP P 2017-01-20 2023-12-12
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EATON CORP PLC P 2021-02-10 2023-02-08
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EATON CORP PLC P 2021-02-10 2023-03-14
EATON CORP PLC P 2021-02-10 2023-03-03
EATON CORP PLC P 2021-02-10 2023-07-06
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NUTRIEN LTD REG SHS P 2021-02-10 2023-05-12
PEPSICO INC P 2018-06-25 2023-02-08
PEPSICO INC P 2018-06-25 2023-01-31
PEPSICO INC P 2018-06-25 2023-03-06
PEPSICO INC P 2018-06-25 2023-02-08
PFIZER INC P 2021-09-17 2023-07-13
PFIZER INC P 2021-09-03 2023-07-13
PFIZER INC P 2019-07-01 2023-07-13
PFIZER INC P 2017-06-09 2023-07-13
PFIZER INC P 2016-10-03 2023-07-13
PFIZER INC P 2016-08-03 2023-07-13
PFIZER INC P 2014-10-02 2023-07-13
PFIZER INC P 2014-07-31 2023-07-13
PFIZER INC P 2014-07-23 2023-07-13
PFIZER INC P 2014-07-15 2023-03-06
PFIZER INC P 2014-07-15 2023-07-13
PRINCIPAL FINANCIAL GRP P 2022-03-08 2023-03-06
PROCTER & GAMBLE CO P 2021-05-19 2023-03-06
QUALCOMM INC P 2020-04-14 2023-03-06
REALTY INCM CRP MD PV$1. P 2021-09-17 2023-11-02
REALTY INCM CRP MD PV$1. P 2020-10-28 2023-03-06
REALTY INCM CRP MD PV$1. P 2020-10-28 2023-11-02
SPDR PORTFOLIO CORPORATE P 2022-06-10 2023-03-06
SPDR PORTFOLIO CORPORATE P 2022-06-10 2023-09-27
SPDR PORTFOLIO HIGH P 2022-06-10 2023-03-06
SPDR PORTFOLIO HIGH P 2022-06-10 2023-05-09
SYNCHRONY FINL COM P 2022-12-09 2023-03-06
SYNCHRONY FINL COM P 2022-12-09 2023-03-16
TARGET CORP COM P 2019-04-15 2023-09-14
TARGET CORP COM P 2019-03-28 2023-09-14
TARGET CORP COM P 2019-01-30 2023-03-06
TARGET CORP COM P 2019-01-30 2023-09-14
TEXAS INSTRUMENTS P 2021-09-17 2023-05-09
TEXAS INSTRUMENTS P 2021-09-03 2023-05-09
TEXAS INSTRUMENTS P 2021-05-19 2023-05-09
TEXAS INSTRUMENTS P 2020-03-10 2023-03-06
TEXAS INSTRUMENTS P 2020-03-10 2023-05-09
TRUIST FINL CORP P 2021-09-17 2023-05-08
TRUIST FINL CORP P 2021-09-03 2023-05-08
TRUIST FINL CORP P 2020-07-20 2023-05-08
TRUIST FINL CORP P 2020-04-30 2023-05-08
TRUIST FINL CORP P 2020-04-08 2023-03-06
TRUIST FINL CORP P 2020-04-08 2023-05-08
TRUIST FINL CORP P 2020-04-08 2023-05-08
UNITED PARCEL SVC CL B P 2020-01-09 2023-03-06
UNITED PARCEL SVC CL B P 2020-01-09 2023-05-09
UNITED PARCEL SVC CL B P 2020-01-09 2023-05-09
VANGUARD MALVERN FDS P 2022-06-10 2023-03-06
VANGUARD MALVERN FDS P 2022-06-10 2023-05-09
VANGUARD MORTGAGE-BACKED P 2022-06-10 2023-03-06
VANGUARD MORTGAGE-BACKED P 2022-06-10 2023-09-27
VERIZON COMMUNICATNS COM P 2022-11-03 2023-03-06
VERIZON COMMUNICATNS COM P 2022-11-03 2023-09-14
VICI PPTYS INC P 2021-05-19 2023-03-03
WALMART INC P 2018-10-25 2023-02-08
WALMART INC P 2018-10-25 2023-03-06
WILLIAMS COMPANIES DEL P 2021-10-04 2023-03-06
(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 3,889   2,777 1,112
b 6,132   4,379 1,753
c 561   487 74
d 13,274   11,620 1,654
e 411   362 49
14,957   14,575 382
11,143   9,438 1,705
8,301   5,970 2,331
13,610   9,487 4,123
10,769   7,411 3,358
12,003   5,928 6,075
935   453 482
1,548   831 717
4,587   2,440 2,147
4,566   2,458 2,108
5,678   3,055 2,623
184,377   89,127 95,250
55,900   27,022 28,878
1,572   777 795
3,591   3,078 513
87,561   81,474 6,087
13   9 4
6,701   1,249 5,452
1,114   268 846
5,736   1,071 4,665
961   178 783
3,430   892 2,538
8,629   2,230 6,399
4,445   1,071 3,374
997   268 729
7,297   1,160 6,137
3,621   625 2,996
8,787   1,338 7,449
1,263   178 1,085
8,849   1,517 7,332
1,498   268 1,230
1,049   178 871
1,543   268 1,275
17,808   6,346 11,462
9,163   3,113 6,050
3,316   1,179 2,137
3,826   1,368 2,458
25,504   6,691 18,813
4,446   1,331 3,115
2,746   806 1,940
5,072   1,366 3,706
11,385   2,873 8,512
10,522   2,803 7,719
3,473   946 2,527
9,006   2,172 6,834
2,155   528 1,627
12,892   3,170 9,722
11,425   2,391 9,034
3,922   708 3,214
9,736   1,771 7,965
9,612   2,226 7,386
3,814   886 2,928
2,222   454 1,768
3,295   756 2,539
18,603   4,519 14,084
2,976   715 2,261
5,141   2,306 2,835
1,110   494 616
4,328   1,976 2,352
603   275 328
2,715   1,592 1,123
7,031   4,117 2,914
3,732   1,921 1,811
946   549 397
5,742   2,251 3,491
2,916   1,208 1,708
5,997   2,470 3,527
938   384 554
7,093   2,910 4,183
1,175   549 626
905   384 521
1,436   604 832
12,068   1,549 10,519
2,300   323 1,977
10,478   1,323 9,155
1,417   178 1,239
6,125   1,049 5,076
15,926   2,728 13,198
8,029   1,291 6,738
2,051   355 1,696
12,272   1,501 10,771
6,573   807 5,766
15,197   1,646 13,551
2,351   258 2,093
15,723   1,921 13,802
3,076   387 2,689
2,290   274 2,016
3,237   387 2,850
188   30 158
9,256   3,895 5,361
1,884   811 1,073
8,022   3,327 4,695
1,144   487 657
6,471   2,597 3,874
19,108   6,897 12,211
7,724   3,246 4,478
2,174   893 1,281
7,530   3,733 3,797
4,194   2,029 2,165
10,787   4,138 6,649
1,641   649 992
11,334   4,788 6,546
2,333   974 1,359
1,390   649 741
2,148   974 1,174
2,472   2,196 276
565   507 58
746   676 70
4,444   4,560 -116
2,041   1,858 183
3,071   2,702 369
3,769   3,209 560
113,064   107,590 5,474
563   507 56
376   338 38
2,421   2,196 225
6,634   807 5,827
47,070   5,715 41,355
13,496   1,659 11,837
6,584   945 5,639
10,465   1,406 9,059
53,520   6,729 46,791
71,009   8,342 62,667
50,523   6,475 44,048
9,123   1,083 8,040
61,548   7,167 54,381
12,803   1,682 11,121
8,998   1,175 7,823
26,587   3,480 23,107
29,272   5,746 23,526
111,018   21,541 89,477
32,596   5,982 26,614
10,239   1,974 8,265
74,433   9,032 65,401
9,112   989 8,123
6,030   3,853 2,177
1,122   806 316
5,040   3,225 1,815
718   448 270
3,417   2,598 819
8,089   6,720 1,369
4,439   3,225 1,214
1,193   896 297
5,946   3,673 2,273
3,030   1,971 1,059
7,348   4,032 3,316
1,100   627 473
8,095   4,748 3,347
1,346   896 450
1,045   627 418
1,524   986 538
682   190 492
2,935   760 2,175
2,104   570 1,534
2,663   760 1,903
4,456   1,329 3,127
1,894   570 1,324
614   190 424
696   190 506
2,462   760 1,702
718   190 528
3,033   760 2,273
1,182   380 802
3,600   950 2,650
651   190 461
675   190 485
2,759   2,917 -158
274   302 -28
2,134   2,514 -380
635   704 -69
2,182   2,414 -232
552   603 -51
592   704 -112
1,290   1,509 -219
2,419   2,816 -397
91,815   114,550 -22,735
3,121   3,621 -500
634   704 -70
450   503 -53
4,001   1,635 2,366
5,334   2,179 3,155
2,020   817 1,203
674   272 402
9,603   3,269 6,334
2,270   817 1,453
9,536   4,086 5,450
2,818   1,081 1,737
2,047   810 1,237
2,022   810 1,212
14,870   5,403 9,467
1,989   858 1,131
7,226   3,144 4,082
11,084   4,574 6,510
7,504   3,144 4,360
1,377   572 805
7,611   2,772 4,839
8,082   2,772 5,310
1,314   504 810
2,549   1,008 1,541
4,773   4,541 232
2,404   2,444 -40
5,495   4,966 529
754   726 28
12,249   14,434 -2,185
402   459 -57
201   253 -52
3,614   4,708 -1,094
26,506   23,051 3,455
41,565   38,407 3,158
36,194   34,677 1,517
83,683   80,581 3,102
1,600   1,200 400
6,527   4,851 1,676
897   700 197
7,514   5,801 1,713
134,266   91,223 43,043
19,027   13,203 5,824
1,787   1,350 437
5,322   3,851 1,471
3,536   3,001 535
1,238   1,000 238
23,142   23,056 86
6,225   5,551 674
1,750   1,400 350
6,244   4,901 1,343
1,796   1,450 346
8,758   7,202 1,556
26,342   5,742 20,600
6,182   506 5,676
23,812   2,079 21,733
4,235   281 3,954
37,440   2,472 34,968
6,243   562 5,681
155,729   14,944 140,785
53,398   5,281 48,117
18,962   1,685 17,277
86,711   8,090 78,621
38,782   2,416 36,366
18,956   1,292 17,664
27,488   1,348 26,140
7,508   393 7,115
6,915   449 6,466
9,531   618 8,913
32,165   2,135 30,030
9,183   618 8,565
49,460   3,090 46,370
1,463   1,361 102
289   272 17
1,209   1,089 120
150   136 14
1,168   953 215
2,700   2,450 250
1,202   1,089 113
307   272 35
1,560   1,225 335
803   681 122
1,703   1,361 342
171   136 35
1,901   1,634 267
312   272 40
166   136 30
490   408 82
965   650 315
596   414 182
4,201   2,806 1,395
1,025   473 552
1,735   817 918
735   344 391
2,806   1,376 1,430
2,098   989 1,109
2,708   1,476 1,232
773   374 399
710   394 316
6,039   3,110 2,929
2,232   1,181 1,051
927   433 494
3,287   1,417 1,870
3,123   1,496 1,627
3,681   1,771 1,910
458   217 241
9,967   2,134 7,833
1,935   449 1,486
8,612   1,797 6,815
1,059   225 834
6,118   1,460 4,658
16,068   3,819 12,249
7,846   1,797 6,049
1,917   449 1,468
10,722   2,134 8,588
5,618   1,123 4,495
13,754   2,359 11,395
1,874   337 1,537
13,573   2,696 10,877
2,636   562 2,074
1,617   337 1,280
2,783   562 2,221
17,612   8,768 8,844
3,227   1,787 1,440
8,248   4,148 4,100
3,467   1,737 1,730
2,245   1,231 1,014
2,223   1,130 1,093
15,093   7,537 7,556
6,815   3,676 3,139
12,577   6,829 5,748
2,833   1,713 1,120
9,891   6,264 3,627
23,710   13,294 10,416
8,762   5,014 3,748
1,707   910 797
3,755   1,999 1,756
2,788   1,570 1,218
13,887   7,513 6,374
2,014   1,846 168
626   528 98
292   264 28
468   440 28
2,326   2,110 216
3,318   2,638 680
2,009   2,022 -13
76,234   83,173 -6,939
1,160   1,143 17
540   528 12
376   352 24
1,601   971 630
8,758   7,032 1,726
1,830   1,455 375
8,237   6,062 2,175
990   727 263
6,100   4,850 1,250
6,690   4,607 2,083
7,608   5,820 1,788
2,140   1,697 443
9,777   6,790 2,987
5,721   3,637 2,084
10,809   6,547 4,262
1,978   1,212 766
14,438   8,730 5,708
2,442   1,697 745
1,905   1,212 693
2,723   1,697 1,026
4,961   2,132 2,829
978   439 539
4,166   1,818 2,348
574   251 323
3,554   1,442 2,112
8,370   3,825 4,545
4,110   1,818 2,292
1,166   502 664
4,658   2,069 2,589
2,540   1,129 1,411
5,658   2,320 3,338
728   313 415
6,292   2,696 3,596
1,198   502 696
846   376 470
1,260   564 696
1,374   979 395
5,329   3,914 1,415
785   489 296
7,353   4,648 2,705
100,874   72,902 27,972
13,574   10,397 3,177
1,548   1,101 447
4,602   3,180 1,422
6,347   3,914 2,433
7,827   4,403 3,424
4,260   2,446 1,814
9,470   4,893 4,577
1,424   734 690
9,550   5,749 3,801
1,829   1,101 728
1,519   856 663
2,178   1,223 955
44,610   65,738 -21,128
36,331   50,536 -14,205
26,214   36,428 -10,214
17,323   25,335 -8,012
20,542   29,282 -8,740
5,519   7,552 -2,033
21,615   21,630 -15
80,941   72,479 8,462
2,709   3,480 -771
509   246 263
2,341   1,065 1,276
273   123 150
1,773   901 872
3,623   1,884 1,739
1,471   737 734
462   246 216
305   164 141
909   532 377
69,256   40,835 28,421
468   246 222
1,988   901 1,087
553   246 307
2,683   1,311 1,372
16,031   11,446 4,585
3,387   2,544 843
14,434   9,856 4,578
1,852   1,272 580
7,676   7,631 45
22,575   20,349 2,226
10,038   9,538 500
2,612   2,544 68
21,278   11,128 10,150
10,528   6,041 4,487
21,556   12,082 9,474
3,475   1,908 1,567
20,533   14,308 6,225
4,001   2,862 1,139
3,290   1,908 1,382
4,932   2,862 2,070
571   613 -42
2,288   2,452 -164
100,412   131,189 -30,777
1,922   1,897 25
433   422 11
2,869   2,741 128
415   422 -7
2,344   2,319 25
212   211 1
2,360   2,108 252
254   211 43
2,746   2,319 427
674   632 42
449   422 27
1,318   1,265 53
966   958 8
6,198   6,148 50
16,505   11,927 4,578
3,296   2,485 811
8,975   6,759 2,216
1,878   1,391 487
11,307   7,951 3,356
12,286   7,951 4,335
12,440   9,939 2,501
3,456   2,684 772
4,487   3,379 1,108
17,986   11,430 6,556
9,418   6,162 3,256
18,273   12,623 5,650
2,573   1,888 685
21,912   14,710 7,202
4,024   2,882 1,142
3,231   2,087 1,144
4,689   2,982 1,707
16,904   3,802 13,102
3,351   745 2,606
3,668   894 2,774
3,118   745 2,373
2,270   522 1,748
2,337   522 1,815
15,533   3,280 12,253
6,441   1,565 4,876
11,679   2,982 8,697
2,565   684 1,881
9,622   2,583 7,039
22,909   5,546 17,363
8,315   2,127 6,188
1,531   380 1,151
7,030   1,747 5,283
2,660   684 1,976
12,365   3,115 9,250
12,731   5,495 7,236
2,538   1,134 1,404
10,794   4,622 6,172
1,419   611 808
8,273   3,663 4,610
8,484   3,663 4,821
9,983   4,622 5,361
2,693   1,221 1,472
11,020   5,233 5,787
6,295   2,878 3,417
13,655   5,843 7,812
2,010   872 1,138
15,359   6,803 8,556
3,122   1,308 1,814
2,058   959 1,099
3,004   1,395 1,609
2,010   2,003 7
1,841   2,003 -162
1,421   1,439 -18
428   423 5
2,179   2,116 63
375   423 -48
1,652   1,778 -126
163   169 -6
1,713   1,693 20
251   254 -3
1,754   1,862 -108
459   423 36
278   254 24
976   931 45
11,375   6,088 5,287
15,961   9,008 6,953
3,192   1,828 1,364
9,332   5,418 3,914
3,072   1,762 1,310
2,159   1,240 919
2,114   1,175 939
3,058   1,632 1,426
6,364   3,721 2,643
11,837   6,985 4,852
2,471   1,454 1,017
9,032   5,410 3,622
21,181   11,459 9,722
7,579   4,304 3,275
1,446   756 690
1,237   640 597
2,481   1,338 1,143
12,102   6,457 5,645
693   657 36
4,931   4,747 184
1,272   1,205 67
6,222   5,587 635
1,434   1,351 83
871   986 -115
191,352   227,431 -36,079
6,340   6,938 -598
1,264   1,424 -160
2,249   1,047 1,202
452   209 243
2,246   1,047 1,199
458   209 249
1,641   838 803
3,442   1,885 1,557
1,686   838 848
403   209 194
2,721   1,047 1,674
1,022   419 603
3,665   1,256 2,409
592   209 383
3,574   1,466 2,108
459   209 250
492   209 283
491   209 282
16,763   8,668 8,095
3,316   1,834 1,482
14,538   7,335 7,203
2,029   1,000 1,029
8,206   5,834 2,372
23,363   15,336 8,027
10,538   7,168 3,370
2,802   2,000 802
4,406   2,167 2,239
13,734   8,335 5,399
7,810   4,501 3,309
17,899   9,168 8,731
2,553   1,334 1,219
4,239   2,167 2,072
16,629   8,502 8,127
2,585   1,500 1,085
3,834   2,167 1,667
5,216   12,069 -6,853
2,163   4,438 -2,275
4,834   9,369 -4,535
6,870   13,399 -6,529
4,071   7,987 -3,916
254   407 -153
384   266 118
1,720   1,196 524
193   133 60
1,936   1,063 873
4,180   2,125 2,055
1,517   797 720
480   266 214
1,538   1,063 475
735   664 71
1,110   1,063 47
21,245   22,183 -938
149   133 16
387   266 121
1,977   1,461 516
490   399 91
32,047   33,357 -1,310
24,926   23,681 1,245
7,103   6,194 909
122,255   109,360 12,895
31,995   10,171 21,824
7,081   1,992 5,089
46,031   13,002 33,029
33,481   10,330 23,151
9,563   3,026 6,537
4,676   1,461 3,215
2,844   939 1,905
39,116   12,209 26,907
48,894   15,130 33,764
3,521   1,148 2,373
4,948   1,565 3,383
15,684   5,113 10,571
9,271   3,026 6,245
6,480   2,087 4,393
19,893   6,750 13,143
48,380   17,913 30,467
6,951   2,336 4,615
5,056   1,385 3,671
27,241   8,481 18,760
2,662   2,046 616
556   409 147
2,238   1,739 499
329   256 73
1,676   1,381 295
4,552   3,632 920
2,199   1,739 460
585   460 125
2,311   1,995 316
1,335   1,074 261
2,934   2,200 734
401   307 94
3,369   2,558 811
647   512 135
426   358 68
613   512 101
17,540   11,962 5,578
3,554   2,454 1,100
15,120   10,122 4,998
2,227   1,534 693
14,607   10,122 4,485
911   613 298
11,593   7,975 3,618
4,090   2,760 1,330
12,151   7,975 4,176
17,582   11,349 6,233
8,602   6,134 2,468
18,677   12,575 6,102
2,878   1,840 1,038
3,051   2,147 904
13,000   8,895 4,105
4,588   3,067 1,521
4,313   3,067 1,246
8,517   5,828 2,689
602   505 97
2,894   2,440 454
296   252 44
1,980   2,020 -40
4,707   4,292 415
1,695   1,683 12
572   589 -17
2,351   2,020 331
1,520   1,262 258
491   398 93
3,230   2,629 601
514   421 93
679   589 90
3,642   2,945 697
716   589 127
363   376 -13
32,071   32,399 -328
112,279   79,059 33,220
16,727   11,310 5,417
17,117   12,358 4,759
5,074   3,365 1,709
213,665   194,807 18,858
5,675   4,193 1,482
1,636   1,159 477
1,812   744 1,068
2,718   1,116 1,602
2,798   1,116 1,682
20,958   8,558 12,400
12,483   5,581 6,902
32,113   14,884 17,229
15,260   7,070 8,190
4,107   1,860 2,247
18,051   7,070 10,981
20,251   8,186 12,065
11,236   4,465 6,771
22,483   8,930 13,553
3,870   1,488 2,382
26,122   10,419 15,703
5,800   2,233 3,567
3,739   1,488 2,251
5,671   2,233 3,438
991   916 75
4,042   3,598 444
600   523 77
4,894   4,317 577
94,997   68,358 26,639
13,351   9,812 3,539
1,106   981 125
3,935   2,944 991
4,183   3,663 520
4,465   4,187 278
2,553   2,224 329
5,528   4,579 949
838   720 118
6,526   5,364 1,162
1,250   1,047 203
915   785 130
1,311   1,112 199
3,444   1,395 2,049
802   310 492
3,024   1,189 1,835
396   155 241
2,756   982 1,774
6,075   2,481 3,594
3,156   1,189 1,967
836   310 526
3,727   1,344 2,383
2,005   724 1,281
4,426   1,499 2,927
655   207 448
4,234   1,757 2,477
926   362 564
659   258 401
958   362 596
3,309   2,847 462
741   633 108
2,786   2,425 361
363   316 47
2,279   1,898 381
5,763   4,955 808
2,558   2,320 238
720   633 87
2,745   2,636 109
1,615   1,476 139
3,790   2,952 838
489   422 67
4,100   3,479 621
730   633 97
600   527 73
859   738 121
1,500   1,552 -52
379   388 -9
2,559   2,717 -158
3,045   2,717 328
426   388 38
5,550   1,535 4,015
1,241   341 900
4,814   1,307 3,507
635   171 464
3,373   1,023 2,350
7,022   2,729 4,293
4,144   1,251 2,893
1,092   341 751
5,320   1,478 3,842
2,923   796 2,127
7,563   1,649 5,914
1,022   227 795
7,401   1,876 5,525
1,314   341 973
1,045   284 761
1,445   398 1,047
1,585   1,377 208
1,120   931 189
689   580 109
459   400 59
700   593 107
779   638 141
1,109   888 221
2,552   2,108 444
598   464 134
2,183   1,771 412
319   253 66
1,619   1,433 186
4,386   3,710 676
2,164   1,771 393
523   464 59
2,627   2,024 603
1,412   1,096 316
2,540   2,234 306
379   337 42
3,248   2,614 634
622   506 116
486   379 107
692   548 144
1,223   918 305
2,929   2,417 512
370   290 80
78,587   60,992 17,595
1,480   1,160 320
1,781   1,607 174
11,936   10,621 1,315
427   476 -49
599   688 -89
3,267   3,229 38
72,415   102,390 -29,975
2,127   2,541 -414
1,112   1,376 -264
2,535   987 1,548
453   206 247
1,978   823 1,155
302   123 179
1,423   658 765
3,669   1,687 1,982
1,808   782 1,026
444   206 238
2,030   905 1,125
1,035   494 541
2,595   1,028 1,567
405   165 240
2,916   1,193 1,723
603   247 356
372   165 207
554   247 307
2,240   1,754 486
4,877   4,678 199
631   585 46
92,914   117,797 -24,883
2,159   2,204 -45
6,312   1,609 4,703
1,572   402 1,170
5,156   1,341 3,815
1,013   268 745
5,026   1,207 3,819
12,890   2,951 9,939
5,577   1,341 4,236
1,662   402 1,260
13,675   3,755 9,920
7,578   2,012 5,566
16,188   4,158 12,030
2,492   671 1,821
8,404   2,012 6,392
1,556   402 1,154
2,660   671 1,989
3,723   939 2,784
7,967   3,180 4,787
21,464   8,770 12,694
4,465   1,783 2,682
9,728   4,100 5,628
4,125   1,747 2,378
3,019   1,212 1,807
2,919   1,141 1,778
10,921   4,350 6,571
9,214   3,672 5,542
16,925   6,809 10,116
3,362   1,715 1,647
12,551   6,328 6,223
10,435   4,993 5,442
10,207   5,032 5,175
1,917   877 1,040
4,483   2,020 2,463
3,261   1,601 1,660
15,978   7,547 8,431
2,091   1,911 180
10,295   9,301 994
6,955   6,371 584
7,639   7,518 121
957   892 65
2,074   1,911 163
1,602   1,274 328
9,794   8,027 1,767
8,018   7,263 755
1,350   1,274 76
4,334   3,950 384
612   648 -36
2,901   3,111 -210
366   389 -23
2,295   2,592 -297
5,597   5,509 88
2,101   2,074 27
660   713 -53
2,514   2,657 -143
1,521   1,620 -99
2,716   2,981 -265
104,577   121,458 -16,881
490   519 -29
738   778 -40
3,863   3,824 39
748   778 -30
2,461   1,909 552
419   382 37
2,087   1,655 432
320   255 65
1,535   1,400 135
3,891   3,437 454
1,780   1,655 125
543   509 34
2,716   1,909 807
1,507   1,018 489
2,900   2,037 863
370   255 115
3,179   2,418 761
475   382 93
497   382 115
655   509 146
7,246   3,454 3,792
1,443   648 795
6,590   3,022 3,568
950   432 518
5,234   2,375 2,859
13,566   6,044 7,522
6,236   2,806 3,430
1,865   863 1,002
7,904   3,238 4,666
4,045   1,727 2,318
8,924   3,670 5,254
1,634   648 986
10,039   4,317 5,722
1,848   863 985
1,487   648 839
1,989   863 1,126
2,527   2,409 118
564   634 -70
662   634 28
5,384   4,945 439
2,129   1,902 227
577   634 -57
108,468   118,934 -10,466
2,150   2,409 -259
2,516   2,789 -273
349   380 -31
13,696   8,053 5,643
2,594   1,388 1,206
17,207   9,303 7,904
11,827   6,223 5,604
2,918   1,526 1,392
14,373   7,514 6,859
3,294   1,761 1,533
9,070   4,814 4,256
4,902   2,583 2,319
4,679   2,466 2,213
1,863   939 924
2,629   1,292 1,337
7,836   3,875 3,961
708   352 356
3,828   1,879 1,949
12,814   6,340 6,474
3,828   1,879 1,949
18,612   9,276 9,336
3,506   3,176 330
690   605 85
3,053   2,722 331
338   302 36
2,379   2,117 262
6,015   5,596 419
2,796   2,571 225
825   756 69
3,499   3,025 474
1,942   1,664 278
4,307   3,327 980
574   454 120
4,700   3,781 919
850   756 94
721   605 116
926   756 170
1,254   1,105 149
75,493   74,476 1,017
64,456   66,096 -1,640
40,616   45,569 -4,953
53,861   51,239 2,622
3,050   2,269 781
56,510   44,676 11,834
65,217   33,911 31,306
19,129   9,756 9,373
992   515 477
7,230   3,799 3,431
25,167   13,086 12,081
35,290   42,781 -7,491
23,092   30,096 -7,004
9,187   11,839 -2,652
1,868   1,350 518
65,461   65,216 245
66,736   32,203 34,533
64,345   31,454 32,891
4,804   2,413 2,391
91,307   117,396 -26,089
1,744   2,610 -866
10,357   16,793 -6,436
763   1,161 -398
3,162   5,339 -2,177
14,609   18,229 -3,620
109   131 -22
8,177   8,984 -807
19,406   21,235 -1,829
3,660   2,847 813
64,758   59,765 4,993
181,083   167,122 13,961
2,805   1,795 1,010
1,282   1,123 159
34,744   50,938 -16,194
4,025   6,295 -2,270
157,513   129,481 28,032
1,596   1,101 495
2,629   1,566 1,063
1,790   1,463 327
91,011   102,091 -11,080
2,069   2,029 40
84,975   96,975 -12,000
1,646   1,490 156
117,234   138,432 -21,198
3,511   2,220 1,291
8,910   14,759 -5,849
6,811   10,749 -3,938
1,305   595 710
70,991   48,083 22,908
13,122   13,428 -306
1,108,016   1,329,860 -221,844
118,996   141,432 -22,436
1,162,887   1,217,298 -54,411
1,399   1,317 82
41,220   17,227 23,993
7,300   3,040 4,260
16,545   6,843 9,702
5,848   2,394 3,454
3,708   1,397 2,311
571   214 357
20,396   7,563 12,833
13,122   4,893 8,229
2,853   1,123 1,730
6,989   2,569 4,420
6,704   2,519 4,185
4,564   1,703 2,861
21,921   11,965 9,956
77,120   41,695 35,425
4,741   2,653 2,088
117,842   137,921 -20,079
31,901   10,208 21,693
10,053   3,152 6,901
71,452   83,943 -12,491
1,589   1,545 44
60,142   69,241 -9,099
3,943   1,723 2,220
9,996   4,251 5,745
31,279   13,956 17,323
52,833   19,103 33,730
5,289   1,883 3,406
47,839   17,131 30,708
41,786   14,855 26,931
94,998   108,374 -13,376
2,969   1,435 1,534
74,032   86,913 -12,881
1,935   530 1,405
22,994   23,676 -682
20,755   20,973 -218
1,874   1,269 605
95,305   86,893 8,412
61,407   39,114 22,293
37,034   23,751 13,283
5,024   3,160 1,864
14,026   8,934 5,092
46,307   56,324 -10,017
14,591   18,822 -4,231
83,310   95,390 -12,080
25,960   21,838 4,122
22,448   19,702 2,746
13,577   12,537 1,040
20,311   15,419 4,892
253   193 60
8,834   7,045 1,789
2,714   1,897 817
109   86 23
1,377   1,047 330
1,683   1,629 54
4,317   2,682 1,635
12,786   17,165 -4,379
1,350   1,146 204
90,935   100,262 -9,327
11,603   12,100 -497
1,118,037   1,198,684 -80,647
11,999   12,223 -224
1,179,275   1,209,588 -30,313
1,893   1,869 24
150,306   186,541 -36,235
46,803   30,871 15,932
2,483   1,610 873
1,483   644 839
58,473   33,694 24,779
40,082   47,927 -7,845
39,920   46,464 -6,544
59,472   64,767 -5,295
2,622   1,654 968
100,206   67,821 32,385
25,988   50,129 -24,141
23,206   45,553 -22,347
73,117   91,878 -18,761
52,148   68,017 -15,869
6,648   4,560 2,088
59,406   65,587 -6,181
174,402   192,549 -18,147
7,817   4,911 2,906
247,055   166,495 80,560
114,679   77,284 37,395
6,121   6,622 -501
615,651   655,139 -39,488
4,275   4,488 -213
408,429   443,552 -35,123
1,796   1,755 41
159,553   174,946 -15,393
76,406   67,361 9,045
51,347   36,235 15,112
8,016   5,643 2,373
1,687   1,474 213
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       1,112
b       1,753
c       74
d       1,654
e       49
      382
      1,705
      2,331
      4,123
      3,358
      6,075
      482
      717
      2,147
      2,108
      2,623
      95,250
      28,878
      795
      513
      6,087
      4
      5,452
      846
      4,665
      783
      2,538
      6,399
      3,374
      729
      6,137
      2,996
      7,449
      1,085
      7,332
      1,230
      871
      1,275
      11,462
      6,050
      2,137
      2,458
      18,813
      3,115
      1,940
      3,706
      8,512
      7,719
      2,527
      6,834
      1,627
      9,722
      9,034
      3,214
      7,965
      7,386
      2,928
      1,768
      2,539
      14,084
      2,261
      2,835
      616
      2,352
      328
      1,123
      2,914
      1,811
      397
      3,491
      1,708
      3,527
      554
      4,183
      626
      521
      832
      10,519
      1,977
      9,155
      1,239
      5,076
      13,198
      6,738
      1,696
      10,771
      5,766
      13,551
      2,093
      13,802
      2,689
      2,016
      2,850
      158
      5,361
      1,073
      4,695
      657
      3,874
      12,211
      4,478
      1,281
      3,797
      2,165
      6,649
      992
      6,546
      1,359
      741
      1,174
      276
      58
      70
      -116
      183
      369
      560
      5,474
      56
      38
      225
      5,827
      41,355
      11,837
      5,639
      9,059
      46,791
      62,667
      44,048
      8,040
      54,381
      11,121
      7,823
      23,107
      23,526
      89,477
      26,614
      8,265
      65,401
      8,123
      2,177
      316
      1,815
      270
      819
      1,369
      1,214
      297
      2,273
      1,059
      3,316
      473
      3,347
      450
      418
      538
      492
      2,175
      1,534
      1,903
      3,127
      1,324
      424
      506
      1,702
      528
      2,273
      802
      2,650
      461
      485
      -158
      -28
      -380
      -69
      -232
      -51
      -112
      -219
      -397
      -22,735
      -500
      -70
      -53
      2,366
      3,155
      1,203
      402
      6,334
      1,453
      5,450
      1,737
      1,237
      1,212
      9,467
      1,131
      4,082
      6,510
      4,360
      805
      4,839
      5,310
      810
      1,541
      232
      -40
      529
      28
      -2,185
      -57
      -52
      -1,094
      3,455
      3,158
      1,517
      3,102
      400
      1,676
      197
      1,713
      43,043
      5,824
      437
      1,471
      535
      238
      86
      674
      350
      1,343
      346
      1,556
      20,600
      5,676
      21,733
      3,954
      34,968
      5,681
      140,785
      48,117
      17,277
      78,621
      36,366
      17,664
      26,140
      7,115
      6,466
      8,913
      30,030
      8,565
      46,370
      102
      17
      120
      14
      215
      250
      113
      35
      335
      122
      342
      35
      267
      40
      30
      82
      315
      182
      1,395
      552
      918
      391
      1,430
      1,109
      1,232
      399
      316
      2,929
      1,051
      494
      1,870
      1,627
      1,910
      241
      7,833
      1,486
      6,815
      834
      4,658
      12,249
      6,049
      1,468
      8,588
      4,495
      11,395
      1,537
      10,877
      2,074
      1,280
      2,221
      8,844
      1,440
      4,100
      1,730
      1,014
      1,093
      7,556
      3,139
      5,748
      1,120
      3,627
      10,416
      3,748
      797
      1,756
      1,218
      6,374
      168
      98
      28
      28
      216
      680
      -13
      -6,939
      17
      12
      24
      630
      1,726
      375
      2,175
      263
      1,250
      2,083
      1,788
      443
      2,987
      2,084
      4,262
      766
      5,708
      745
      693
      1,026
      2,829
      539
      2,348
      323
      2,112
      4,545
      2,292
      664
      2,589
      1,411
      3,338
      415
      3,596
      696
      470
      696
      395
      1,415
      296
      2,705
      27,972
      3,177
      447
      1,422
      2,433
      3,424
      1,814
      4,577
      690
      3,801
      728
      663
      955
      -21,128
      -14,205
      -10,214
      -8,012
      -8,740
      -2,033
      -15
      8,462
      -771
      263
      1,276
      150
      872
      1,739
      734
      216
      141
      377
      28,421
      222
      1,087
      307
      1,372
      4,585
      843
      4,578
      580
      45
      2,226
      500
      68
      10,150
      4,487
      9,474
      1,567
      6,225
      1,139
      1,382
      2,070
      -42
      -164
      -30,777
      25
      11
      128
      -7
      25
      1
      252
      43
      427
      42
      27
      53
      8
      50
      4,578
      811
      2,216
      487
      3,356
      4,335
      2,501
      772
      1,108
      6,556
      3,256
      5,650
      685
      7,202
      1,142
      1,144
      1,707
      13,102
      2,606
      2,774
      2,373
      1,748
      1,815
      12,253
      4,876
      8,697
      1,881
      7,039
      17,363
      6,188
      1,151
      5,283
      1,976
      9,250
      7,236
      1,404
      6,172
      808
      4,610
      4,821
      5,361
      1,472
      5,787
      3,417
      7,812
      1,138
      8,556
      1,814
      1,099
      1,609
      7
      -162
      -18
      5
      63
      -48
      -126
      -6
      20
      -3
      -108
      36
      24
      45
      5,287
      6,953
      1,364
      3,914
      1,310
      919
      939
      1,426
      2,643
      4,852
      1,017
      3,622
      9,722
      3,275
      690
      597
      1,143
      5,645
      36
      184
      67
      635
      83
      -115
      -36,079
      -598
      -160
      1,202
      243
      1,199
      249
      803
      1,557
      848
      194
      1,674
      603
      2,409
      383
      2,108
      250
      283
      282
      8,095
      1,482
      7,203
      1,029
      2,372
      8,027
      3,370
      802
      2,239
      5,399
      3,309
      8,731
      1,219
      2,072
      8,127
      1,085
      1,667
      -6,853
      -2,275
      -4,535
      -6,529
      -3,916
      -153
      118
      524
      60
      873
      2,055
      720
      214
      475
      71
      47
      -938
      16
      121
      516
      91
      -1,310
      1,245
      909
      12,895
      21,824
      5,089
      33,029
      23,151
      6,537
      3,215
      1,905
      26,907
      33,764
      2,373
      3,383
      10,571
      6,245
      4,393
      13,143
      30,467
      4,615
      3,671
      18,760
      616
      147
      499
      73
      295
      920
      460
      125
      316
      261
      734
      94
      811
      135
      68
      101
      5,578
      1,100
      4,998
      693
      4,485
      298
      3,618
      1,330
      4,176
      6,233
      2,468
      6,102
      1,038
      904
      4,105
      1,521
      1,246
      2,689
      97
      454
      44
      -40
      415
      12
      -17
      331
      258
      93
      601
      93
      90
      697
      127
      -13
      -328
      33,220
      5,417
      4,759
      1,709
      18,858
      1,482
      477
      1,068
      1,602
      1,682
      12,400
      6,902
      17,229
      8,190
      2,247
      10,981
      12,065
      6,771
      13,553
      2,382
      15,703
      3,567
      2,251
      3,438
      75
      444
      77
      577
      26,639
      3,539
      125
      991
      520
      278
      329
      949
      118
      1,162
      203
      130
      199
      2,049
      492
      1,835
      241
      1,774
      3,594
      1,967
      526
      2,383
      1,281
      2,927
      448
      2,477
      564
      401
      596
      462
      108
      361
      47
      381
      808
      238
      87
      109
      139
      838
      67
      621
      97
      73
      121
      -52
      -9
      -158
      328
      38
      4,015
      900
      3,507
      464
      2,350
      4,293
      2,893
      751
      3,842
      2,127
      5,914
      795
      5,525
      973
      761
      1,047
      208
      189
      109
      59
      107
      141
      221
      444
      134
      412
      66
      186
      676
      393
      59
      603
      316
      306
      42
      634
      116
      107
      144
      305
      512
      80
      17,595
      320
      174
      1,315
      -49
      -89
      38
      -29,975
      -414
      -264
      1,548
      247
      1,155
      179
      765
      1,982
      1,026
      238
      1,125
      541
      1,567
      240
      1,723
      356
      207
      307
      486
      199
      46
      -24,883
      -45
      4,703
      1,170
      3,815
      745
      3,819
      9,939
      4,236
      1,260
      9,920
      5,566
      12,030
      1,821
      6,392
      1,154
      1,989
      2,784
      4,787
      12,694
      2,682
      5,628
      2,378
      1,807
      1,778
      6,571
      5,542
      10,116
      1,647
      6,223
      5,442
      5,175
      1,040
      2,463
      1,660
      8,431
      180
      994
      584
      121
      65
      163
      328
      1,767
      755
      76
      384
      -36
      -210
      -23
      -297
      88
      27
      -53
      -143
      -99
      -265
      -16,881
      -29
      -40
      39
      -30
      552
      37
      432
      65
      135
      454
      125
      34
      807
      489
      863
      115
      761
      93
      115
      146
      3,792
      795
      3,568
      518
      2,859
      7,522
      3,430
      1,002
      4,666
      2,318
      5,254
      986
      5,722
      985
      839
      1,126
      118
      -70
      28
      439
      227
      -57
      -10,466
      -259
      -273
      -31
      5,643
      1,206
      7,904
      5,604
      1,392
      6,859
      1,533
      4,256
      2,319
      2,213
      924
      1,337
      3,961
      356
      1,949
      6,474
      1,949
      9,336
      330
      85
      331
      36
      262
      419
      225
      69
      474
      278
      980
      120
      919
      94
      116
      170
      149
      1,017
      -1,640
      -4,953
      2,622
      781
      11,834
      31,306
      9,373
      477
      3,431
      12,081
      -7,491
      -7,004
      -2,652
      518
      245
      34,533
      32,891
      2,391
      -26,089
      -866
      -6,436
      -398
      -2,177
      -3,620
      -22
      -807
      -1,829
      813
      4,993
      13,961
      1,010
      159
      -16,194
      -2,270
      28,032
      495
      1,063
      327
      -11,080
      40
      -12,000
      156
      -21,198
      1,291
      -5,849
      -3,938
      710
      22,908
      -306
      -221,844
      -22,436
      -54,411
      82
      23,993
      4,260
      9,702
      3,454
      2,311
      357
      12,833
      8,229
      1,730
      4,420
      4,185
      2,861
      9,956
      35,425
      2,088
      -20,079
      21,693
      6,901
      -12,491
      44
      -9,099
      2,220
      5,745
      17,323
      33,730
      3,406
      30,708
      26,931
      -13,376
      1,534
      -12,881
      1,405
      -682
      -218
      605
      8,412
      22,293
      13,283
      1,864
      5,092
      -10,017
      -4,231
      -12,080
      4,122
      2,746
      1,040
      4,892
      60
      1,789
      817
      23
      330
      54
      1,635
      -4,379
      204
      -9,327
      -497
      -80,647
      -224
      -30,313
      24
      -36,235
      15,932
      873
      839
      24,779
      -7,845
      -6,544
      -5,295
      968
      32,385
      -24,141
      -22,347
      -18,761
      -15,869
      2,088
      -6,181
      -18,147
      2,906
      80,560
      37,395
      -501
      -39,488
      -213
      -35,123
      41
      -15,393
      9,045
      15,112
      2,373
      213
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 3,125,050
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 60,980
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 60,980
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 60,980
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 59,341
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,341
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 1,639
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowIN
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowN/A
14
The books are in care ofright arrowMR CHRIS WILGUS Telephone no.right arrow (317) 688-6534

Located atright arrow9820 ASSOCIATION COURTINDIANAPOLISIN ZIP+4right arrow46280
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)
 
No
(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
 
 
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
JULIE D WOOD PRESIDENT/DIRECTOR
1.00
0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
JEFFREY WOOD DIRECTOR
1.00
0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
JOHN WOOD DIRECTOR
1.00
0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
APRIL WOOD DIRECTOR
1.00
0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
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 arrow0
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
50,998,387
b
Average of monthly cash balances.......................
1b
817,406
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
51,815,793
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
51,815,793
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
777,237
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,038,556
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,551,928
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
2,551,928
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
60,980
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
60,980
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,490,948
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,490,948
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
2,490,948
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
3,925,500
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,925,500
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 2,490,948
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 64,323
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 64,323
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,925,500
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 2,490,948
e Remaining amount distributed out of corpus 1,434,552
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 1,498,875
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 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 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 ......
1,498,875
10 Analysis of line 9:
a Excess from 2019.... 64,323
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,434,552
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).)
JULIE D WOOD
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:
JULIE WOOD
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
(317) 688-6534
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

CATHEDRAL HIGH SCHOOL

5225 EAST 56TH STREET
INDIANAPOLIS,IN46626
NONE PC EDUCATIONAL 20,000

CARNEGIE MELLON UNIVERSITY

PO BOX 371525
PITTSBURGH,PA15251
NONE PC EDUCATIONAL 5,000

COMMUNITY HEALTH NETWORK FOUNDATION

7330 SHADELAND STATION 150
INDIANAPOLIS,IN46256
NONE PC CHARITABLE 250,000

CONNER PRARIE MUSEUM INC

13400 ALLISONVILLE RD
FISHERS,IN46038
NONE PC CHARITABLE 5,000

DIOCESE OF NORWICH

201 BROADWAY
NORWICH,CT06360
NONE PC CHARITABLE 100,000

FAIR HAVEN FOUNDATION

1702 W 16TH ST
INDIANAPOLIS,IN46202
NONE PC CHARITABLE 75,000

GLEANERS FOOD BANK OF INDIANA

3737 WALDEMERE AVE STE 200
INDIANAPOLIS,IN46241
NONE PC CHARITABLE 250,000

GREATER INDPLS HABITAT FOR HUMANITY

3135 N MERIDIAN ST
INDIANAPOLIS,IN46208
NONE PC CHARITABLE 50,000

GOOD NEWS MINISTRIES

2716 E WASHINGTON ST
INDIANAPOLIS,IN46201
NONE PC CHARITABLE 100,000

HAPPY HOLLOW CHILDREN'S CAMP

615 N ALABAMA ST C
INDIANAPOLIS,IN46204
NONE PC CHARITABLE 15,000

HOLLIS ADAMS FOUNDATION

3535 KESSLER BLVD E DR
INDIANAPOLIS,IN46220
NONE PC CHARITABLE 25,000

HOPE ACADEMY HIGH SCHOOL

3919 MADISON AVE STE 100
INDIANAPOLIS,IN46227
NONE PC EDUCATIONAL 90,000

HVAF OF INDIANA INC

964 N PENNSYLVANIA ST
INDIANAPOLIS,IN46204
NONE PC CHARITABLE 50,000

INDIANA GOLF FOUNDATION

PO BOX 26159
INDIANAPOLIS,IN46226
NONE PC CHARITABLE 38,000

INDIANA TEEN CHALLENGE

PO BOX 564
LEBANON,IN46052
NONE PC CHARITABLE 5,000

IU FOUNDATION

PO BOX 6460
INDIANAPOLIS,IN46206
NONE PC CHARITABLE 10,000

IWIN FOUNDATION

PO BOX 30648
INDIANAPOLIS,IN46220
NONE PC CHARITABLE 15,000

LITTLE WISHES FOUNDATION

PO BOX 2208
SAN ANSELMO,CA94979
NONE PC CHARITABLE 10,000

MARIAN UNIVERSITY

3200 COLD SPRING RD
INDIANAPOLIS,IN46222
NONE PC EDUCATIONAL 480,000

MIRACLE PLACE PARK

933 N TEMPLE AVE
INDIANAPOLIS,IN46201
NONE PC CHARITABLE 5,000

NASSAU COUNTY COUNCIL ON AGING

1901 ISLAND WALKWAY
FERNANDINA BEACH,FL32034
NONE PC CHARITABLE 225,000

RILEY CHILDREN'S FOUNDATION

500 N MERIDIAN ST 100
INDIANAPOLIS,IN46204
NONE PC CHARITABLE 975,000

SAMARITAN'S PURSE UKRAINE

PO BOX 3000
BOONE,NC28607
NONE PC CHARITABLE 50,000

SCHOOL ON WHEELS

2605 E 62ND STREET 2005
INDIANAPOLIS,IN46220
NONE PC CHARITABLE 270,000

SHEPHERD COMMUNITY CENTER

4107 E WASHINGTON ST
INDIANAPOLIS,IN46201
NONE PC CHARITABLE 100,000

STARFISH INITIATIVE

814 N DELAWARE STREET
INDIANAPOLIS,IN46260
NONE PC CHARITABLE 62,500

THE SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314
NONE PC CHARITABLE 100,000

VILLAGE OF MERICI INC

5707 LAWTON LOOP E DR
INDIANAPOLIS,IN46216
NONE PC CHARITABLE 100,000

WESTMINSTER NEIGHBORHOOD SERVICE

2325 E NEW YORK STREET
INDIANAPOLIS,IN46201
NONE PC CHARITABLE 45,000

WHEELER MISSION

205 EAST NEW YORK STREET
INDIANAPOLIS,IN46204
NONE PC CHARITABLE 100,000

WOMEN'S CARE CENTER

4901 W 86TH ST
INDIANAPOLIS,IN46268
NONE PC CHARITABLE 300,000
Total .................................right arrow 3a 3,925,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14 8,557  
4 Dividends and interest from securities ....     14 1,465,785  
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   3,125,050
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) .. 0 1,474,342 3,125,050
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,599,392
(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.)
4 DIVIDENDS AND INTEREST FROM SECURITIES CONTRIBUTED TO FOUNDATION
8 G/L FROM SALES OF ASSETS OTHER THAN INVENTORY
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
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
2023
Name of the organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number

27-4826335
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number
27-4826335
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
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 277,256


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 112,356


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 207,010


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 366,311


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 225,680


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 298,886


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number
27-4826335
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
7
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 354,615


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 268,080


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 349,906


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 279,517


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 242,288


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 263,140


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number
27-4826335
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
13
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 435,615


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 549,594


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 296,951


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 352,444


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
JULIE D WOOD
23 OCEAN CLUB BLVD
 
FERNANDINA BEACH, FL32034

$ 442,970


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number

27-4826335
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
1
696 SHS THERMO FISHER $ 277,256 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
5,822 SHS ABB LTD SPON ADR $ 112,356 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
462 SHS BLACKROCK INC $ 207,010 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
7,466 SHS BRISTOL MYERS $ 366,311 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
848 SHS DOMINOS PIZZA $ 225,680 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
2,441 SHS EATON CORP $ 298,886 2023-01-27
Schedule B (Form 990) (2023)
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number

27-4826335
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
7
3,450 SHS HESS CORP $ 354,615 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
1,823 SHS HONEYWELL INTL $ 268,080 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
1,132 SHS NORTHROP GRUMMAN $ 349,906 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
4,273 SHS PRINCIPAL GROUP $ 279,517 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
5,781 SHS TJX CORP $ 242,288 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
12
1,869 SHS VISA INC CL A $ 263,140 2023-01-27
Schedule B (Form 990) (2023)
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number

27-4826335
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
13
6,799 SHS AMN ELEC POWER $ 435,615 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
14
3,225 SHS MCDONALDS CORP $ 549,594 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
15
2,580 SHS PEPSICO $ 296,951 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
16
10,447 SHS TRUIST FINL CORP $ 352,444 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
17
4,412 SHS WALMART INC $ 442,970 2023-01-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Employer identification number

27-4826335
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,000 20,000   0

TY 2023 InvestmentsCorpStockSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABETINC SHS CL A 408,358 816,488
APPLIED MATERIAL INC 150,185 261,581
ASML HLDG NV NY REG SHS 30,388 121,107
BLUE OWL CAP INC 178,968 207,289
CHENIERE ENERGY 52,138 65,382
CVS HEALTH CORP 179,993 264,990
DOMINOS PIZZA INC 332,092 455,514
EATON CORP PLC 175,957 345,818
EMERSON ELEC CO 228,676 287,999
ENTERGY CORP NEW 150,820 162,714
GENL DYNAMICS CORP 85,387 105,166
INTUIT INC COM 65,631 125,631
JOHNSON AND JOHNSON COM 140,449 137,148
KINDER MORGAN INC. DEL 267,435 467,725
MICROCHIP TECHNOLOGY INC 208,701 322,033
NATIONAL GRID PLC SHS 91,459 103,889
NORTHROP GRUMMAN CORP 465,356 691,443
NOVARTIS ADR 99,398 118,741
O'REILLY AUTOMOTIVE INC 363,259 812,318
SANOFI ADR 93,574 94,537
TAIWANS MANUFACTURING ADR 43,120 92,144
TOYOTA MOTOR CORP ADR 87,550 106,360
TRUIST FINL CORP 164,505 206,678
UNITED PARCEL SVC CL B 253,225 327,667
HESS CORP 469,864 654,054
HUMANA INC 69,601 63,636
S&P GLOBAL INC 105,557 119,821
T-MOBILE US INC 285,543 359,300
ALLSTATE CORP 92,520 102,885
BECTON DICKINSON CO 293,148 284,062
BLUE OWL CAP INC 119,213 138,078
GILEAD SCIENCES INC COM 133,098 135,044
INTL BUSINESS MACHINES 76,451 101,401
PRINCIPAL FINANCIAL GRP 104,533 125,715
QUALCOMM INC 265,810 501,721
WELLS FARGO & CO 419,292 534,972

TY 2023 InvestmentsOtherSchedule2
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADOBE INC AT COST 46,748 312,618
ALPHABETINC SHS AT COST 111,424 226,897
AMAZON COM INC COM AT COST 58,909 554,581
AMERICAN TOWERREIT INC AT COST 265,283 391,390
AMN ELECPOWERCO AT COST 533,461 653,821
APPLE INC AT COST 886,922 2,133,040
BLACKROCK INC AT COST 280,634 489,515
BROADCOM LTD AT COST 449,811 1,870,835
CHEVRON CORP AT COST 252,700 424,062
COMCASTCORP NEWCL A AT COST 154,319 148,388
COSTCO WHOLESALE CRPDEL AT COST 99,314 484,499
CSX CORP AT COST 364,373 552,674
DIGITAL RLTY TRINC AT COST 301,906 384,091
DOVERCORP AT COST 90,758 200,876
HOME DEPOT INC AT COST 251,457 541,658
HONEYWELL INTL INCDEL AT COST 358,136 499,529
INTERCONTINENTAL EXCHANGEINC AT COST 356,894 540,305
INTUITIVE SURGICAL INC AT COST 372,264 661,563
JPMORGAN CHASE& CO AT COST 394,933 865,809
LOCKHEED MARTIN CORP AT COST 453,728 935,034
MCDONALDS CORP COM AT COST 609,419 1,092,046
MICROSOFT CORP AT COST 837,235 1,663,225
NEXTERAENERGY INC SHS AT COST 62,687 157,074
PEPSICO INC AT COST 340,519 480,477
PROGRESSIVE CRP OHIO AT COST 69,555 164,377
SALESFORCE COM INC AT COST 59,293 267,877
THERMO FISHER SCIENTIFIC AT COST 331,576 584,400
TJX COS INCNEW AT COST 387,063 704,513
UNITED HEALTH GROUP INC AT COST 151,794 319,041
VISA INC AT COST 390,298 626,142
WALMART AT COST 580,835 883,786
PROCTER & GAMBLE CO AT COST 161,110 171,452
WILLIAMS COMPANIES DEL AT COST 145,961 189,684
SPDR PORTFOLIO MORTGAGE AT COST 1,180,507 1,198,393
SPDR PORTFOLIO CORPORATE AT COST 378,447 428,876
AMER EXPRESS COMPANY AT COST 102,489 121,584
DEERE CO AT COST 122,769 131,157
EXELON CORPORATION AT COST 149,154 143,780
EXXON MOBIL CORP AT COST 223,245 311,638
PRINCIPAL FINANCIAL GRP AT COST 164,387 197,698
ELI LILLY & CO AT COST 433,361 794,520
PROLOGIS INC AT COST 107,015 135,300
ZOETIS INC AT COST 118,116 154,146
GILEAD SCIENCES INC COM AT COST 220,606 223,831
INTERACTIVE BROKERS GROU AT COST 66,615 65,242
ASTRAZENECA PLC SPND ADR AT COST 239,109 238,150
EATON CORP PLC AT COST 112,676 220,832
SIMON PROPERTY GROUP DEL AT COST 74,639 98,564
ISHARES BROAD USD INVST AT COST 1,118,686 1,187,489
ISHARES MBS ETF AT COST 408,706 431,357
ISHARES PREFERRED AT COST 1,109,429 1,207,365
SCHWAB INTERMEDIATE-TERM AT COST 1,164,856 1,235,221
SCHWAB US DIVIDEND EQTY AT COST 698,792 767,695
ADR DELPHI LS EQUITY AT COST 250,000 294,945
THIRD POINT AT COST 350,000 337,218
ABBEY CAPITAL DAILY AT COST 250,000 231,612
BLACKSTONE ALTERNATIVES AT COST 620,000 638,907
BLACKSTONE REAL ESTATE AT COST 1,619,965 2,073,902
EVERSPET GLOBAL AT COST 250,000 222,394
HEDGE FUND GUIDED AT COST 2,886,614 2,506,650
IRONWOOD MULTI-STRATEGY AT COST 2,377,437 2,416,088
KKR NORTH AMERICA BUYOUT AT COST 485,000 479,384
MISSION CREST AT COST 400,000 487,010
NB COINVESTMENT AT COST 855,000 1,049,524
NB CROSSROADS AT COST 350,000 573,491
PARTNERS GROUP AT COST 1,780,476 2,391,133
PIMCO FLEXIBLE CREDIT AT COST 1,264,113 955,859
STARWOOD REAL ESTATE AT COST 900,000 984,096
LINCOLN LIFEGAUR UL 2009 FMV 198,442 198,442

TY 2023 OtherAssetsSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LIFE INSURANCE 613-02487 1 1 1
UNREALIZED GAIN 393,753 277,140 0


TY 2023 OtherExpensesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LIFE INSURANCE EXPENSE 499,835 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 162,661 162,661   0
CONSULTING FEES 29,662 29,662   0


TY 2023 SubstantialContributorsSch
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Name Address
JULIE WOOD 23 OCEAN CLUB BLVD
FERNANDINA BEACH,FL32034


TY 2023 TaxesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 3,750 0   0