2024-11-15T19:03:18-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 770711206 The Brent and Kathryn Wood Foundation % Foundation Source BREN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chris Wood Trustee 8008391754 2024-11-15 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 29512285 X 5970807 106084 106084 1105701 1105701 521650 6032330 499022 232331 238102 7936573 1948909 0 133580 133580 13511 12931 15661 207285 150718 46350 370037 297229 46350 685870 685870 1055907 297229 732220 6880666 1651680 3708134 4408807 4408807 301346 0 301346 301346 7383310 11165615 11788358 10646775 12743117 13013774 21738219 28618885 29512285 0 0 X 21738219 28618885 21738219 28618885 21738219 28618885 21738219 6880666 28618885 28618885 Publicly-traded Securities 6032330 5605530 426800 426800 Passthrough K1 Capital Gain/(Loss) 72222 499022 22958 22958 22958 6780 0 17700 24480 X 0 1522 1522 false false false false false true true false true true UT true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 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 800 W MAIN ST STE 1150 BOISE ID 837026048 Investment MGMT 133580 9513799 2414992 11720460 23649251 0 23649251 354739 23294512 1164726 1164726 22958 473 23431 1141295 1141295 1141295 732220 0 0 0 0 732220 1141295 633259 732220 633259 98961 0 0 1042334 0 0 NONE X BRIGHAM YOUNG UNIVERSITY-HAWAII 55-220 KULANUI ST BLDG 5 LAIE HI 96762 N/A PC BYU-H Hospitality program for the 2023-2024 SCHOOL YEAR 25000 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 45000 CALLED 2 SERVE FOUNDATION PO BOX 299 LEHI UT 84043 N/A PC General & Unrestricted 1000 CENTER FOR WOMEN AND CHILDREN IN CRISIS INCORPORAT 1433 EAST 840 N OREM UT 84097 N/A PC capital campaign for new building/land 30000 CLIMBHI INC 175 NAWILIWILI ST HONOLULU HI 96825 N/A PC For sponsorship fund of 30 Kahuku High School students 2370 EAGLES WINGS COORDINATED CARE 3029 WHEATON WAY BREMERTON WA 98310 N/A PC General & Unrestricted 25000 FRIENDS OF THE COALITION 299 E 900 S PROVO UT 84606 N/A PC General & Unrestricted 25000 KAHUKU ALUMNI ASSOCIATION 56-490 KAMEHAMEHA HWY KAHUKU HI 96731 N/A PC Iam Tongi concert with excess for use by the Kahuku High School music department 5000 SCENICVIEW ACADEMY INC 5455 N RIVER RUN DR PROVO UT 84604 N/A PC student scholarship fund, student internship program, and general & unrestricted 75000 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 5405 W 300 S SALT LAKE CTY UT 84104 N/A PC General & Unrestricted 100000 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 5405 W 300 S SALT LAKE CTY UT 84104 N/A PC BYU-Pathway Worldwide program 10000 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 5405 W 300 S SALT LAKE CTY UT 84104 N/A PC general & unrestricted, general humanitarian aid fund, and BYU-Pathway Worldwide 170000 THE WASHINGTON COUNTY SCHOOL DISTRICT FOUNDATION 121 W TABERNACLE ST ST GEORGE UT 84770 N/A PC capital campaign for the Little Valley Elementary school all-ability playground 10000 UTAH METROPOLITAN BALLET 493 N 1030 W LINDON UT 84042 N/A PC performance(s) fund for families affected by autism 7500 UTAH REGIONAL HOUSING CORPORATION 688 W 100 N PROVO UT 84601 N/A PC to meet code requirements and improve the Bonneville hotel conversion project 35000 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, and Center for Constitutional Studies for use in the Federalism project 120000 685870 14 106084 14 1105701 525990 22628 18 499022 K-1 Inc/Loss 525990 -5771 14 238102 16857 1948909 1965766 false false false false false false false false false false X X 1 Brent Kathryn Wood CLAT c/o Chris Wood 599 E 75 N Lindon UT 84042 5970807 X 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) 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): $499,022 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $22,628 TOTAL PART I, LINE 6A: $521,650 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $6,032,330 BOOK BASIS: $5,605,530 NET GAIN/(LOSS): $426,800 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $72,222 BLACKSTONE MORTGAGE TRUST INC 197069 242818 BRAMSHILL INCOME PERFORMANCE F 788522 774289 CLIFFWATER CORPORATE LENDING F 700000 691299 HIGHLANDS REIT INC COM 14226 ICON FLEXIBLE BOND FUND CLASS 300000 300542 INNOVATOR US EQUITY POWER BUFF 3797446 4041534 INVESCO KBW BANK 99743 121450 JPMORGAN EQUITY PREMIUM INCO 549840 553814 JPMORGAN HEDGED EQUITY SELECT 1295422 1455494 JPMORGAN INCOME FUND CL I 794166 754530 SPDR GOLD SHARES 85039 91953 VANGUARD MALVERN FDS CRE BD AD 1200000 1199309 VANGUARD MID-CAP ETF 200527 200768 VANGUARD S&P 500 ETF 747611 915970 VANGUARD SM-CAP ETF 120068 119465 VANGUARD TOTAL INTERNATIONAL S 290162 310897 8VC FUND IV, LP 267770 307068 BREVET DIRECT LENDING - SHORT 1000000 316225 BRIDGE WORKFORCE AND AFFORDABL 671936 638549 CAPROCK PSP IV LP 257088 267994 CAPROCKIMP-I 208893 216979 COLUMBIA PACIFIC INCOME FUND I 1011117 1011118 GREENBACKER RENEWABLE ENERGY C 1048904 1154681 GRYPHON PARTNERS VI, L.P. 379019 471716 KEYSTONE REAL ESTATE LENDING F 1515677 1500000 OVATION ALTERNATIVE INCOME FUN 1994053 1849879 OWL ROCK CORE INCOME FUND 750000 900439 STARWOOD REAL ESTATE INCOME TR 1143720 1296489 SUSTAINABLE ASSET FUND III, LP 176451 276535 TCG PRIVATE SELECT PARTNERS II 583964 813804 KEYSTONE PRIVATE INCOME FUND C 1734525 1992298 Administrative Fees 46350 46350 Bank Charges 105 105 K-1 Exp 8VC FUND IV, LP 10559 10559 K-1 Exp BRIDGE WORKFORCE AND A 5164 5163 K-1 Exp CAPROCK PSP IV LP 14176 14083 K-1 Exp CAPROCKIMP-I 15396 14262 K-1 Exp COLUMBIA PACIFIC INCOM 44 44 K-1 Exp GREENBACKER RENEWABLE 2237 2237 K-1 Exp GRYPHON PARTNERS VI, L 5774 5071 K-1 Exp KEYSTONE REAL ESTATE L 129 129 K-1 Exp OVATION ALTERNATIVE IN 74208 74074 K-1 Exp SUSTAINABLE ASSET FUND 17346 9345 K-1 Exp TCG PRIVATE SELECT PAR 15797 15646 K-1 Inc/Loss 8VC FUND IV, LP 1567 1567 K-1 Inc/Loss CAPROCK PSP IV LP 6298 6973 K-1 Inc/Loss CAPROCKIMP-I -541 3144 K-1 Inc/Loss COLUMBIA PACIFIC INCOME FUND II LP 64752 64752 K-1 Inc/Loss GREENBACKER RENEWABLE ENERGY CO., LL 17842 17842 K-1 Inc/Loss GRYPHON PARTNERS VI, L.P. -102 185 K-1 Inc/Loss KEYSTONE REAL ESTATE LENDING FUND 15806 15806 K-1 Inc/Loss OVATION ALTERNATIVE INCOME FUND, LP 169069 120441 K-1 Inc/Loss SUSTAINABLE ASSET FUND III, LP -46495 7436 K-1 Inc/Loss TCG PRIVATE SELECT PARTNERS III LP 4135 -44 EAGLES WINGS COORDINATED CARE NONE 301346 301346 2023-05 2024-04 PRINCIPAL AND INTEREST ON MATURITY 5. Investment Management Services 133580 133580 990-PF Estimated Tax for 2023 4900 990-T Extension for 2022 6700 990-T Income Tax for 2022 1987 STATE INCOME TAX 2022 2074