BRENT AND KATHRYN WOOD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRENT AND KATHRYN WOOD FOUNDATION (EIN 77-0711206)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349102392
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Contractor Compensation Expln
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:28:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770711206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brent and Kathryn Wood Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BREN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WOOD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,649,210 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,974,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $119,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119,513 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,077,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,077,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $447,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,691,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $413,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $194,451 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $175,740 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,814,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,786,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $172,209 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,209 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $51,439 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $51,439 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $38,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $388,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $326,886 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $650,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,031,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,031,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,682,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,087,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,131,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,408,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,083,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,083,283 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $38,889 | AcctRcvblAmt |
| Acct Rcvbl EOY | $38,889 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $38,889 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $301,346 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $500,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $500,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,165,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,435,016 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,803,221 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,743,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,693,461 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,223,817 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,618,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,750,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,649,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,618,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,750,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,618,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,750,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,618,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,750,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,618,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,131,764 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,750,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,750,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $5,089,816 | $4,642,843 | $446,973 | $446,973 | |||
| Passthrough K1 Capital Gain/(Loss) | -$33,631 | ||||||
| COLUMBIA PACIFIC INCOME FUND II LP | $95,063 | $95,063 | P | 2022-01-06 | 2024-04-12 | ||
| KEYSTONE REAL ESTATE LENDING FUND | $1,506,445 | $1,506,446 | -$1 | -$1 | P | 2023-12-01 | 2024-01-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $413,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,180 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,180 | SubtotalAmt |
| Tax Based On Investment Income | $17,180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,222 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,222 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,042 | OverpaymentAmt |
| Applied To ES Tax | $4,042 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive suite 302 | Fairfield | CT | 06824 | Administrative | $55,835 |
| The Caprock Group LLC | |||||
| 800 W MAIN ST STE 1150 | BOISE | ID | 837026048 | 0 | $172,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,107,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,814,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,381,935 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,303,763 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,303,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $469,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,834,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,541,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,541,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,180 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,873 | IncomeTaxAmt |
| Total Tax | $19,053 | TotalTaxAmt |
| Distributable Before Adj | $1,522,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,522,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,522,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,087,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,087,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,522,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,042,334 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,087,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,042,334 | AppliedToYear1Amt |
| Applied To Current Year | $45,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,477,626 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR CREATING ENTERPRISE | |||||||
| PO BOX 299 | LEHI | UT | 84043 | N/A | PC | General & Unrestricted | $1,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | N/A | PC | the Rheumatic Relief Student Aid Fund | $10,000 |
| 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 | $45,000 |
| CLIMBHI INC | |||||||
| 175 NAWILIWILI ST | HONOLULU | HI | 96825 | N/A | PC | Kahuku High School students fund | $5,530 |
| EAGLES WINGS COORDINATED CARE | |||||||
| 3029 WHEATON WAY | BREMERTON | WA | 98310 | N/A | PC | General & Unrestricted | $25,000 |
| FRIENDS OF SWITCHPOINT INC | |||||||
| 948 N 1300 W | SAINT GEORGE | UT | 84770 | N/A | PC | General & Unrestricted | $100,000 |
| FRIENDS OF THE COALITION | |||||||
| 299 E 900 S | PROVO | UT | 84606 | N/A | PC | operations and mortgage fund | $275,000 |
| SCENICVIEW ACADEMY INC | |||||||
| 5455 N RIVER RUN DR PROVO | PROVO | UT | 84604 | N/A | PC | scholarship fund, work internship program, and building capital repairs fund | $100,000 |
| THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS | |||||||
| 50 E N TEMPLE FL 22 | SALT LAKE CTY | UT | 84150 | N/A | PC | church fund, general humanitarian aid fund, and BYU-Pathway Worldwide | $330,000 |
| UTAH METROPOLITAN BALLET | |||||||
| 493 N 1030 W | LINDON | UT | 84042 | N/A | PC | performance(s) fund for families affected by autism | $18,000 |
| UTAH REGIONAL HOUSING CORPORATION | |||||||
| 688 W 100 N | PROVO | UT | 84601 | N/A | PC | Bonneville hotel project | $10,000 |
| UTAH VALLEY UNIVERSITY FOUNDATION INC | |||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | N/A | PC | students in the Passages program for those on the autism spectrum, scholarship fund for Autism Studies Major/Minor and certificate degrees, the Center for Constitutional Studies for use in the Federalism project, and the Wolverines Elevated program | $110,000 |
| YES EDUCATION | |||||||
| PO BOX 311 | LAIE | HI | 96762 | N/A | PC | Christmas activity fund | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,031,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,513 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,077,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $34,207 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $413,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $10,357 | 14 | $152,706 |
| Federal Tax Refund | 01 | $6,710 | ||
| STATE TAX REFUND | 01 | $1,644 | ||
| INTEREST INCOME FROM NOTES | 14 | $23,034 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $44,564 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,794,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,839,417 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Brent Kathryn Wood CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Chris Wood 599 E 75 N | AddressLine1Txt |
| City | Lindon | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,970,807 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 12,547.505 SHARES HHDS | NoncashPropertyDesc |
| Fair Market Value | $3,890 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | The Caprock Group LLC | ContractorPersonNm |
| Explanation | Investment Mgmt | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | 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): $413,341 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $34,207 TOTAL PART I, LINE 6A: $447,548 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $5,089,816 BOOK BASIS: $4,642,843 NET GAIN/(LOSS): $446,973 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(33,631) SALE OF COLUMBIA PACIFIC INCOME FUND II LP GROSS SALES PRICE: $95,063 BOOK BASIS: $95,063 NET GAIN/(LOSS): $- SALE OF KEYSTONE REAL ESTATE LENDING FUND GROSS SALES PRICE: $1,506,445 BOOK BASIS: $1,506,446 NET GAIN/(LOSS): $(1) | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE MORTGAGE TRUST INC | $197,069 | $198,753 |
| BRAMSHILL INCOME PERFORMANCE F | $939,441 | $914,547 |
| CLIFFWATER CORPORATE LENDING F | $704,443 | $695,982 |
| CLIFFWATER ENHANCED LENDING FU | $822,234 | $809,887 |
| HIGHLANDS REIT INC COM | $3,890 | $18,241 |
| ICON FLEXIBLE BOND FUND CLASS | $475,000 | $481,110 |
| INNOVATOR S&P 500 POWER BUFFER | $3,146,312 | $3,393,523 |
| INVESCO KBW BANK | $99,743 | $161,349 |
| JANUS HENDERSON AAA CLO ETF | $600,141 | $598,784 |
| JPMORGAN HEDGED EQUITY SELECT | $1,308,185 | $1,720,880 |
| JPMORGAN INCOME FUND CL I | $1,010,263 | $986,951 |
| SPDR GOLD SHARES | $85,039 | $116,465 |
| VANGUARD MALVERN FDS CRE BD AD | $1,400,000 | $1,365,494 |
| VANGUARD MID-CAP ETF | $1,070,164 | $1,133,382 |
| VANGUARD S&P 500 ETF | $3,132,106 | $3,705,396 |
| VANGUARD SM-CAP ETF | $1,082,357 | $1,134,122 |
| VANGUARD TOTAL INTERNATIONAL S | $1,358,629 | $1,368,355 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $500,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $500,000 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8VC FUND IV, LP | $320,195 | $431,788 |
| BLUE OWL CREDIT INCOME CORP I | $750,000 | $769,707 |
| BREVET DIRECT LENDING - SHORT | $1,000,000 | $309,798 |
| BRIDGE WORKFORCE AND AFFORDABL | $799,601 | $825,074 |
| CAPROCK PSP IV LP | $367,597 | $450,019 |
| CAPROCKIMP-I | $227,810 | $251,722 |
| CLEAN GROWTH FUND VI, LP | $195,221 | $362,208 |
| DUNES POINT CAPITAL FUND III-A | $523,705 | $691,560 |
| GREENBACKER RENEWABLE ENERGY C | $1,019,388 | $1,107,077 |
| GRYPHON PARTNERS VI, L.P. | $366,549 | $392,070 |
| KEYSTONE PRIVATE INCOME FUND C | $1,734,526 | $1,978,476 |
| KEYSTONE REAL ESTATE INVESTMEN | $1,999,999 | $2,028,144 |
| KEYSTONE REAL ESTATE LENDING F | $1,506,445 | $1,500,000 |
| ODIN CASH-OUT VEHICLE, L.P | $21,316 | $21,316 |
| OVATION ALTERNATIVE INCOME FUN | $1,853,086 | $1,618,078 |
| STARWOOD REAL ESTATE INCOME TR | $1,207,171 | $1,241,193 |
| SUSTAINABLE ASSET FUND III, LP | $221,094 | $387,236 |
| TCG PRIVATE SELECT PARTNERS II | $579,758 | $858,351 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $55,835 | $55,835 | |
| K-1 Exp 8VC FUND IV, LP | $10,645 | $10,645 | |
| K-1 Exp BRIDGE WORKFORCE AND A | $4,695 | $4,695 | |
| K-1 Exp CAPROCK PSP IV LP | $23,306 | $23,283 | |
| K-1 Exp CAPROCKIMP-I | $11,368 | $11,353 | |
| K-1 Exp CLEAN GROWTH FUND VI, | $23,327 | $18,364 | |
| K-1 Exp DUNES POINT CAPITAL FU | $93,193 | $93,193 | |
| K-1 Exp GREENBACKER RENEWABLE | $2,716 | $2,716 | |
| K-1 Exp GRYPHON PARTNERS VI, L | $4,124 | $3,147 | |
| K-1 Exp OVATION ALTERNATIVE IN | $134,196 | $134,111 | |
| K-1 Exp SUSTAINABLE ASSET FUND | $10,326 | $10,250 | |
| K-1 Exp TCG PRIVATE SELECT PAR | $15,162 | $15,029 | |
| BANK CHARGES | $100 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss 8VC FUND IV, LP | $858 | $858 |
| K-1 Inc/Loss CAPROCK PSP IV LP | $6,640 | $8,739 |
| K-1 Inc/Loss CAPROCKIMP-I | -$1,150 | $2,356 |
| K-1 Inc/Loss CLEAN GROWTH FUND VI, LP | $1,465 | $1,400 |
| K-1 Inc/Loss DUNES POINT CAPITAL FUND III-A | $1,351 | $1,351 |
| K-1 Inc/Loss GREENBACKER RENEWABLE ENERGY CO., LL | $15 | $15 |
| K-1 Inc/Loss GRYPHON PARTNERS VI, L.P. | -$22 | $306 |
| K-1 Inc/Loss OVATION ALTERNATIVE INCOME FUND, LP | $149,559 | $133,229 |
| K-1 Inc/Loss SUSTAINABLE ASSET FUND III, LP | $338 | -$4 |
| K-1 Inc/Loss TCG PRIVATE SELECT PARTNERS III LP | $4,009 | $4,456 |
| Federal Tax Refund | $6,710 | |
| Interest Income from Notes | $23,034 | $23,034 |
| State Tax Refund | $1,644 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLES WINGS COORDINATED CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $301,346 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2023-05 | NoteDt |
| Loan Maturity | 2024-04 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL AND INTEREST ON MATURITY | RepaymentTermsTxt |
| Interest | 5. | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $172,209 | Amt |
| Net Investment Income | $172,209 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $19,700 | |
| 990-PF Extension for 2023 | $17,700 | |
| 990-T Income Tax for 2023 | $473 | |
| Foreign Tax Paid | $20 | $20 |
| State Income Tax 2023 | $286 |