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
WILSON - WOOD FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2283 HARRIER WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NOKOMIS, FL34275
A Employer identification number

59-2243926
B Telephone number (see instructions)

(941) 484-6549
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$12,171,801
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 275,890 275,890  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,246,088
b Gross sales price for all assets on line 6a 2,621,095
7 Capital gain net income (from Part IV, line 2)... 1,246,088
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........ 1,521,978 1,521,978  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 121,656 24,331   97,325
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 23,905 4,781   19,124
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 15,400 0   15,400
c Other professional fees (attach schedule).... 74,843 74,843   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 19,979 272   0
19 Depreciation (attach schedule) and depletion... 1,085 0  
20 Occupancy.............. 2,147 0   2,147
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,038 0   4,038
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 263,053 104,227   138,034
25 Contributions, gifts, grants paid....... 450,000 450,000
26 Total expenses and disbursements. Add lines 24 and 25 713,053 104,227   588,034
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 808,925
b Net investment income (if negative, enter -0-) 1,417,751
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............. 25 25 25
2 Savings and temporary cash investments......... 541,362 1,806,846 1,806,846
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.......... 3,709    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,203,240 Click to see attachment
List of Attached Documents:
// Content
8,953,629
8,953,629
c Investments—corporate bonds (attach schedule)....... 1,398,137 Click to see attachment
List of Attached Documents:
// Content
1,391,714
1,391,714
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)..........      
14 Land, buildings, and equipment: basis right arrow7,330
Less: accumulated depreciation (attach schedule) right arrow3,182 4,680 Click to see attachment
List of Attached Documents:
// Content
4,148
4,148
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,966
Click to see attachment
List of Attached Documents:
// Content
15,439
Click to see attachment
List of Attached Documents:
// Content
15,439
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,160,119 12,171,801 12,171,801
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
78,233
Click to see attachment
List of Attached Documents:
// Content
96,778
23 Total liabilities (add lines 17 through 22)......... 78,233 96,778
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 11,081,886 12,075,023
29 Total net assets or fund balances (see instructions)..... 11,081,886 12,075,023
30 Total liabilities and net assets/fund balances (see instructions). 11,160,119 12,171,801
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
11,081,886
2
Enter amount from Part I, line 27a .....................
2
808,925
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
186,759
4
Add lines 1, 2, and 3 ..........................
4
12,077,570
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,547
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,075,023
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES - NONCOVERED      
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,671,290   1,270,987 400,303
b 949,805   104,020 845,785
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       400,303
b       845,785
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,246,088
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 19,707
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 19,707
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 19,707
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,709
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 3,709
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 15,998
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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSUSAN WOOD EXECUTIVE DIRECTOR Telephone no.right arrow (941) 484-6549

Located atright arrow2283 HARRIER WAYNOKOMISFL ZIP+4right arrow34275
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN WOOD SECRETARY/TREASURER
40.00
121,656 14,599 0
2283 HARRIER WAY
NOKOMIS,FL34275
THOMAS AFAESSLER PRESIDENT
5.00
0 0 0
2283 HARRIER WAY
NOKOMIS,FL34275
LORI B COOPER VP, DIRECTOR
5.00
0 0 0
2283 HARRIER WAY
NOKOMIS,FL34275
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
10,797,255
b
Average of monthly cash balances.......................
1b
866,688
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,663,943
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
11,663,943
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
174,959
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,488,984
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
574,449
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
574,449
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,707
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,707
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
554,742
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
554,742
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
554,742
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
588,034
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
588,034
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 7 554,742
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 436,112
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 588,034
a Applied to 2022, but not more than line 2a 436,112
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..... 151,922
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
402,820
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
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:
SUSAN WOOD EXECUTIVE DIRECTOR
2283 HARRIER WAY
NOKOMIS,FL34275
(941) 484-6549
WWFND@VERIZON.NET
bThe form in which applications should be submitted and information and materials they should include:
A SHORT (1-2 PAGE) LETTER SHOULD BE WRITTEN CONTAINING OFFICIAL NAME & PURPOSE OF THE ORGANIZATION, BRIEF DESC. & TIMETABLE OF PROJECTS, TOTAL EST. COST OF PROJ. & TENTATIVE SUPPORT SOUGHT. PROVIDE COPY OF TAX EXEMPT LETTER. PROVIDE MOST RECENT AUDIT AND 990 TAX RETURN.
cAny submission deadlines:
LETTERS WITH ABOVE MUST BE MAILED BEFORE JUNE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ONLY U.S. ORGS. WITH 501(C)3 AND 509 (A)(1), OR (2) STATUS CONSIDERED. NOT CONSIDERED ARE PROPOSALS FOR ENDOWMENT FUNDS, TRAVEL PROJECTS, SURVEYS FUND RAISING COSTS, RESEARCH, PROPOSALS FROM OTHER PRIVATE FOUNDATIONS, MULTIPLE YEAR, REQUESTS FOR EMERGENCY FUNDS TO ELIMINATE EXISTING DEFICITS. REQUESTS FROM NATIONAL ORGANIZATIONS ONLY IF FOR PROGRAMS ON A LOCAL LEVEL.
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

ACADEMY AT GLENGARY INC

1910 GLENGARY STREET
SARASOTA,FL34231
NONE PC TRANSPORTATION ASSISTANCE PROGRAM 20,000

BIG BROTHERS BIG SISTERS OF THE SUN COAST INC

1000 S TAMIAMI TRAIL SUITE C
VENICE,FL34285
NONE PC READING BIGS/MENTORING ELEMENTARY SCHOOL KIDS 10,000

BOYS & GIRLS CLUBS OF MANATEE COUNTY INC

PO BOX 280
BRADENTON,FL34206
NONE PC GRADUATION/CAREER PROGRAMS/SERVICES FOR TEENS 20,000

BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES INC

3130 FRUITVILLE ROAD
SARASOTA,FL34237
NONE PC SCHOLARSHIP SUPPORT FOR ROY MCBEAN 10,000

CHILD PROTECTION CENTER INC

720 SOUTH ORANGE AVENUE
SARASOTA,FL34236
NONE PC CHILDREN/FAMILIES SUPERVISED VISITATION 10,000

CHILDREN FIRST INC

1723 NORTH ORANGE AVENUE
SARASOTA,FL34234
NONE PC COMPREHENSIVE SERVICES FOR CHILDREN/FAMILIES 12,500

COMMUNITY ASSISTED AND SUPPORTED LIVING INC

2911 FRUITVILLE ROAD
SARASOTA,FL34237
NONE PC COMMUNITY BASED LIFE SKILLS SUPPORT 30,000

EASTER SEALS SOUTHWEST FLORIDA INC

350 BRADEN AVENUE
SARASOTA,FL34243
NONE PC CHILDREN SERVICES 15,000

EXCHANGE CLUB FAMILY PARTNERSHIP CENTER OF MANATEE COUNTY INC

602 3RD STREET EAST
BRADENTON,FL34208
NONE PC PARENT EDUCATION PROGRAM 10,000

FLORIDA CENTER FOR EARLY CHILDHOOD INC

4620 17TH STREET
SARASOTA,FL34235
NONE PC MENTAL HEALTH SERVICES 8,000

FORTY CARROTS OF SARASOTA INC

1500 S TUTTLE AVENUE
SARASOTA,FL34239
NONE PC MENTAL HEALTH SERVICES 5,000

FOUNDATION FOR DREAMS INC

16110 DREAM OAKS PLACE
BRADENTON,FL34212
NONE PC CAMPERSHIPS FOR CHILDREN WITH SPECIAL NEEDS 10,000

GIRLS INCORPORATED OF SARASOTA COUNTY

201 S TUTTLE AVENUE
SARASOTA,FL34237
NONE PC SCHOLARSHIPS FOR GIRLS/FAMILY STRENGTHENING 12,000

HABITAT FOR HUMANITY SARASOTA INC

1757 N EAST AVENUE
SARASOTA,FL34234
NONE PC HVACS FOR CRITICAL HOME REPAIR PROGRAM 16,000

JEWISH FAMILY & CHILDREN SERVICES OF THE SUNCOAST INC

2688 FRUITVILLE ROAD
SARASOTA,FL34237
NONE PC COUNSELING SERVICES 20,000

LAUREL CIVIC ASSOCIATION INC

PO BOX 511
LAUREL,FL34272
NONE PC UPGRADE PROGRAM TECHNOLOGY 15,400

LITERACY COUNCIL OF SARASOTA INC

1750 17TH STREET BLDG K-3
SARASOTA,FL34234
NONE PC ADULT/FAMILY LITERACY PROGRAM 17,500

LOVELAND CENTER INC

157 S HAVANA ROAD
VENICE,FL34292
NONE PC INVISIBLE DISABILITIES PROGRAM 25,000

MANA-SOTA LIGHTHOUSE FOR THE BLIND INC

7318 N TAMIAMI TRAIL
SARASOTA,FL34243
NONE PC INDEPENDENT LIVING PROGRAM 16,600

MANATEE CHILDREN'S SERVICES INC

1227 9TH AVE W
BRADENTON,FL34205
NONE PC PARENT SUPPORT GROUP 16,000

MEALS ON WHEELS OF SARASOTA INC

421 N LIME AVENUE
SARASOTA,FL34237
NONE PC MEAL SERVICE PROGRAM 12,500

MEALS ON WHEELS PLUS OF MANATEE INC

811 23RD AVENUE EAST
BRADENTON,FL34208
NONE PC ADULT DAY RESPITE PROGRAM 20,000

NEURO CHALLENGE FOUNDATION INC

722 APEX ROAD UNIT A
SARASOTA,FL34240
NONE PC PARKINSONS PROGRAM SUPPORT 16,000

SAFE CHILDREN COALITION INC

1500 INDEPENDENCE BLVD STE 210
SARASOTA,FL34234
NONE PC HIPPY PROGRAM 15,000

SALVATION ARMY OF SARASOTA COUNTY

1400 10TH STREET
SARASOTA,FL34236
NONE PC SALARY INCREASES FOR EMPLOYEE RETENTION 20,000

SENIOR FRIENDSHIP CENTERS INC

1888 BROTHER GEENEN WAY
SARASOTA,FL34236
NONE PC CAREGIVER RESOURCE CLASSES 7,500

SOUTHEASTERN GUIDE DOGS INC

4210 77TH STREET EAST
PALMETTO,FL34221
NONE PC MILITARY VETS/SERVICE DOGS MATCH 10,000

TIDEWELL FOUNDATION INC

5955 RAND BLVD
SARASOTA,FL34238
NONE PC TIDEWELL HONORS VETERANS PROGRAM 25,000

WOMENS RESOURCE CENTER OF MANATEE INC

1926 MANATEE AVENUE WEST
BRADENTON,FL34205
NONE PC PROJECT UPLIFT PROGRAM 10,000

YMCA OF SOUTHWEST FLORIDA INC

701 CENTER ROAD
VENICE,FL34285
NONE PC PRESCHOOL SCHOLARSHIPS 15,000
Total .................................right arrow 3a 450,000
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 ...........
         
4 Dividends and interest from securities ....     14 275,890  
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 1,246,088  
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 1,521,978 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,521,978
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,400 0   15,400

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

TY 2023 DepreciationSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
HP PRINTER ALL IN ONE LASER WIRELESS 2013-01-26 260 260 SL 5.000000000000 0 0    
DELL LATITUDE 2019-01-16 1,534 1,128 SL 5.000000000000 271 0    
HIGH BACK EXECUTIVE CHAIR 2020-02-10 499 207 SL 7.000000000000 71 0    
DELL LATITUDE 2021-01-13 1,449 435 SL 5.000000000000 290 0    
OFFICE CHAIR 2022-11-23 550 7 SL 7.000000000000 79 0    
CABINETS AND DESK 2022-11-12 2,486 59 SL 7.000000000000 355 0    
FRAMEWORK FOR TWO PORTRAITS 2023-10-03 552   SL 7.000000000000 20 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Name of Bond End of Year Book Value End of Year Fair Market Value
AVERY DENNISON CORP NOTE 5.75% 03/15/2023 84,459 84,459
BARCLAYS BANK PLC SER A 2.7% 06/01/32 CALLABLE 06/01/23 (06747PVH9) 82,255 82,255
GOLDMAN SACHS GROUP INC MTN 4% 04/26/2026 (38L50AL Y9) 96,847 96,847
GOOGLE INC 3.375% 2/25/24 (38259PAD4) 99,665 99,665
HUNTINGTON NATIONAL BANK MARYL NOTE 5.65% 01/10/2030 75,356 75,356
ISHARES 1-5 YR INV GRADE CORP BND ETF (IGSB) 37,431 37,431
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 89,325 89,325
JPMORGAN CHASE & CO SERE 2% 8/17/34 (48128G2F6) 254,105 254,105
JPMORGAN CHASE SER A MTN 4.05% 07/29/2024 CALLABLE 01/29/23 (48133DN55) 98,843 98,843
SOUTHERN CO GAS CAP SER 2023A NOTE 5.75% 09/15/2033 83,869 83,869
SPDR BLOOMBERG SHORT TERM HGH YLD BD ETF(SJNK) 50,280 50,280
THOMAS JEFFERSON UNIV SER 2022A 2.368% 11/01/25 (88444NAC2) 93,306 93,306
TORONTO DOMINION BANK MTN 3% 03/31/27 CALLABLE 03/31/23 (89114V7B7) 47,358 47,358
TRUIST FINL CORP SER G 1.2% 8/5/25 CALLABLE 7/3/25 (89788MAA0) 93,825 93,825
UNITEDHEALTH GROUP INC NOTE 5.30% 02/15/2030 104,790 104,790

TY 2023 InvestmentsCorpStockSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS (ABT) 275,175 275,175
AFLAC INC (AFL) 330,000 330,000
ALPHABET INC CL A (GOOGL) 419,070 419,070
AMAZON.COM INC (AMZN) 410,238 410,238
AMGEN INC (AMGN) 216,015 216,015
APPLE INC (AAPL) 577,590 577,590
AUTOMATED DATA PROCESSING (ADP) 135,123 135,123
BERKSHIRE HATHAWAY INC DELAWARE (BRK A) 542,625 542,625
CATERPILLAR (CAT) 221,753 221,753
CHEVRON CORP (CVX) 223,740 223,740
CISCO SYSTEMS (CSCO) 202,080 202,080
COCA-COLA CO (KO) 179,736 179,736
COSTCO WHOLESALE CORP (COST) 155,119 155,119
ECOLAB INC (ECL) 49,587 49,587
ELECTRONIC ARTS (EA) 95,083 95,083
EMERSON ELECTRIC CO (EMR) 216,754 216,754
EXXON MOBIL CORP (XOM) 99,980 99,980
GENUINE PARTS CO (GPC) 277,000 277,000
HONEYWELL INTERNATIONAL INC (HON) 235,924 235,924
!SHARES CORE HIGH DIVIDEND (HOV) 305,970 305,970
JOHNSON & JOHNSON (JNJ) 203,762 203,762
JPMORGAN CHASE & CO (JPM) 255,150 255,150
MCDONALDS RESTAURANT (MCD) 237,208 237,208
MERCK & CO NEW (MRK) 272,550 272,550
MICROSOFT CORP (MSFT) 564,060 564,060
NEXTERA ENERGY (NEE) 194,368 194,368
NVIDIA CORP (NVDA) 495,220 495,220
NXP SEMICONDUCTORS NV ADR (NXPI) 136,660 136,660
PROCTER & GAMBLE CO (PG) 223,473 223,473
VANGUARD DIVIDEND APPRECIATION (VIG) 647,520 647,520
VANGUARD MID-CAP (VO) 232,640 232,640
VERIZON COMMUNICATIONS INC (VZ) 37,700 37,700
WALMART INC (WMT) 157,650 157,650
ZOETIS INC (ZTS) 127,106 127,106

TY 2023 LandEtcSchedule2
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
HP PRINTER ALL IN ONE LASER WIRELESS 260 260 0  
DELL LATITUDE 1,534 1,399 135  
HIGH BACK EXECUTIVE CHAIR 499 278 221  
DELL LATITUDE 1,449 725 724  
OFFICE CHAIR 550 86 464  
CABINETS AND DESK 2,486 414 2,072  
FRAMEWORK FOR TWO PORTRAITS 552 20 532  


TY 2023 OtherAssetsSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST AND DIVIDENDS 8,966 15,439 15,439


TY 2023 OtherDecreasesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Description Amount
UNREALIZED DEFERRED EXCISE TAX EXPENSE 2,547


TY 2023 OtherExpensesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,345 0   2,345
OFFICE 228 0   228
SUBSCRIPTIONS/PUBLICATIONS 1,335 0   1,335
BANK SERVICE CHARGES 120 0   120
POSTAGE 10 0   10


TY 2023 OtherIncreasesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Description Amount
UNREALIZED GAIN ON SECURITIES 186,759


TY 2023 OtherLiabilitiesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX PAYABLE 78,233 80,780
EXCISE TAX PAYABLE 0 15,998


TY 2023 OtherProfessionalFeesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 74,843 74,843   0


TY 2023 TaxesSchedule
Name:
WILSON - WOOD FOUNDATION INC
EIN:
59-2243926
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 19,707 0   0
FOREIGN TAX 272 272   0