2022-11-11T22:04:11-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 770711206 The Brent and Kathryn Wood Foundation % BRENT AND KATHRYN WOOD FDN BREN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 0 TRUSTEE 8013620001 2022-11-04 true CHRISTOPHER WOOD 999009999 Jeffrey D Haskell 8008391754 2021 2022-09-23 18:48:47Z X 16643954 X 5988943 381 381 27494 27494 102401 549173 80706 142105 131178 6261324 239759 0 105 0 0 105 71266 71266 2564 116671 9936 28120 190606 81202 0 28225 499000 499000 689606 81202 0 527225 5571718 158557 5914550 4527045 4527045 1925543 5632755 6056842 2233836 5485847 6060067 10073929 15645647 16643954 0 0 X 10073929 15645647 10073929 15645647 10073929 15645647 10073929 5571718 15645647 15645647 Publicly-traded Securities 549173 518142 31031 31031 Passthrough K1 Capital Gain/(Loss) 49675 80706 2204 2204 2204 1300 0 1300 X 0 904 false false false false false true true false true true UT true false false false false true BRENT AND KATHRYN WOOD FDN 8013620001 599 E 75 N Lindon UT 84042 false false false false false false false false false false false false false false false false false false false false false Kasondra W Hurst Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Tiffany W Merrill Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 0.0 0 0 0 Bryan S Wood Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 0.0 0 0 0 Christopher J Wood Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 The Caprock Group 1389 Center Drive Suite 110 PARK CITY UT 84098 Investment Mgmt 71266 3742845 3135224 5148376 12026445 0 12026445 180397 11846048 592302 592302 2204 2204 590098 590098 590098 527225 0 0 0 0 527225 590098 2019 2018 2017 96412 96412 527225 527225 0 62873 62873 33539 0 33539 33539 NONE X BRIGHAM YOUNG UNIVERSITY-HAWAII 55-220 KULANUI ST BLDG 5 LAIE HI 96762 N/A PC BYU-H Hospitality program and BYU-H iWork program 35000 EAGLES WINGS COORDINATED CARE PO BOX 2168 SILVERDALE WA 98383 N/A PC General & Unrestricted 25000 FRIENDS OF THE COALITION 299 E 900 S PROVO UT 84606 N/A PC capital campaign for the new housing already under construction 100000 GENOA KEAWE FOUNDATION 2283 TANTALUS DR HONOLULU HI 96813 N/A PC General & Unrestricted 1000 KAHUKU MEDICAL CENTER 56-117 PUALALEA ST KAHUKU HI 96731 N/A PC For the community wellbeing targeting high school students or as directed by Dr Jason Hughes 2000 KAIMUKI YOUTH DEVELOPMENT ORGANIZATION 747 WILIWILI ST APT 802 HONOLULU HI 96826 N/A PC General & Unrestricted 1000 SCENICVIEW ACADEMY INC 5455 N RIVER RUN DR PROVO UT 84604 N/A PC student scholarships program and student internship program 50000 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 E N TEMPLE FL 22 SALT LAKE CTY UT 84150 N/A PC general support to the Church, child/newborn humanitarian aid, general humanitarian aid support, and BYU-Pathway Worldwide 160000 UTAH REGIONAL HOUSING CORPORATION 688 W 100 N PROVO UT 84601 N/A PC construction of the Provo Housing 85 North Housing Project 75000 UTAH VALLEY UNIVERSITY FOUNDATION INC 800 WEST UNIVERSITY PKWY STE MS1 OREM UT 84058 N/A PC students in the Passages program for those on the autism spectrum, scholarships for Autism Studies Major/Minor and certificate degrees, and Center for Constitutional Studies 50000 499000 14 381 14 27494 525990 21695 18 80706 K-1 Inc/Loss 525990 10877 14 131228 32572 239809 272381 false false false false false false false false false false X X 1 Brent Kathryn Wood Char Ld Annuit c/o Chris Wood 599 E 75 N Lindon UT 84042 5988943 X Bookkeeping 105 105 Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. part I line 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $80,706 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $21,695 TOTAL PART I, LINE 6A: $102,401 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $549,173 BOOK BASIS: $518,142 NET GAIN/(LOSS): $31,031 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $49,675 BRAMSHILL INCOME PERFORMANCE F 456827 457935 GRAYSCALE BITCOIN TR BTC SHS A 9933 10652 HIGHLANDS REIT INC COM 12448 INNOVATOR RUSSELL 2000 POWER B 250746 270896 INNOVATOR S&P 500 POWER BUFFER 498652 547691 INNOVATOR S&P 500 POWER BUFFER 250094 274824 INNOVATOR S&P 500 POWER BUFFER 249949 264008 INNOVATOR US EQY BUFFER 250069 259251 INVENTRUST PROPERTIES 121198 JPMORGAN HEDGED EQUITY 2 FUND 251041 273889 JPMORGAN HEDGED EQUITY 3 500000 515216 JPMORGAN HEDGED EQUITY SELECT 504029 567135 JPMORGAN INCOME FUND CL I 360353 359715 PALANTIR TECHNOLOGIES INC 4109 16170 PIMCO INCOME FUND 360429 357560 SPDR GOLD SHARES 75044 72145 THE INNOVATOR S&P 500 POWER BU 1533714 1569552 VANGUARD SF REIT ETF 77766 106557 8VC FUND IV, LP 122379 124019 BREVET DIRECT LENDING - SHORT 500000 511863 GREENBACKER RENEWABLE ENERGY C 1193236 1229502 OVATION ALTERNATIVE INCOME FUN 1627403 1644798 STARWOOD REAL ESTATE INCOME TR 1500000 1835968 SUSTAINABLE ASSET FUND III, LP 31164 36011 TCG PRIVATE SELECT PARTNERS II 511665 677906 Administrative Fees 21583 21583 Administrative Set-Up Fee 6500 6500 Bank Charges 100 100 K-1 Exp 8VC FUND IV, LP 2624 2624 K-1 Exp GREENBACKER RENEWABLE 1363 1363 K-1 Exp OVATION ALTERNATIVE IN 60186 K-1 Exp SUSTAINABLE ASSET FUND 4847 4847 K-1 Exp TCG PRIVATE SELECT PAR 19431 1002 Postage/Delivery Service 37 37 K-1 Inc/Loss 8VC FUND IV, LP 3 3 K-1 Inc/Loss OVATION ALTERNATIVE INCOME FUND, LP 139783 128594 K-1 Inc/Loss TCG PRIVATE SELECT PARTNERS III LP 2319 2581 Investment Management Services 71266 71266 990-PF Estimated Tax for 2021 1300 990-PF Excise Tax for 2020 1264