2025-04-10T11:01:53-05:00 2024-12-31 990PF 2024-01-01 136072332 UD MC WOODSON FOR MC WOODSON FDN WOOD 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2025-04-10 true 2024 2025-03-06 01:10:19Z X 26728789 X 624190 600984 1498287 4298663 1498287 0 2122477 2099271 26542 15925 10617 0 0 0 0 0 0 0 0 44418 21368 0 0 0 0 0 0 0 13885 13885 84845 51178 0 10617 856040 856040 940885 51178 0 866657 1181592 2048093 0 348095 535540 535540 0 0 0 21971946 22941903 26193249 0 22320041 23477443 26728789 0 X 22320041 23477443 22320041 23477443 22320041 23477443 22320041 1181592 2 23501635 24192 23477443 4269.794 AGGREGATE BOND COMMON TRUST FUND 2019-09-03 2024-02-29 64122 73145 -9023 -9023 26551.549 AGGREGATE BOND COMMON TRUST FUND 2019-08-09 2024-02-29 398743 446876 -48133 -48133 10809. ISHARES EDGE MSCI MIN VOL USA ETF 2022-09-30 2024-02-29 879366 725528 153838 153838 515.323 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2021-07-27 2024-02-29 35418 39975 -4557 -4557 2045.899 PRINCIPAL MIDCAP FUND CL R6 2017-07-05 2024-02-29 83861 51796 32065 32065 3603.19 BLACKROCK EQTY DIVIDEND FUND CL K 2024-02-29 2024-04-30 72460 71271 1189 1189 1007.885 MID CAP GROWTH COMMON TRUST FUND 2013-09-20 2024-04-30 68130 69903 -1773 -1773 328. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2024-04-30 27440 27962 -522 -522 397. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2024-04-30 184200 147408 36792 36792 23. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2024-04-30 10672 8526 2146 2146 2460.742 MID CAP CORE COMMON TRUST FUND 2018-03-09 2024-04-30 36728 33234 3494 3494 442.993 EMERGING MARKETS STOCK COMMON TRUST FD 2020-12-18 2024-10-31 26938 36438 -9500 -9500 5948.525 EMERGING MARKETS STOCK COMMON TRUST FD 2021-01-15 2024-10-31 361722 445621 -83899 -83899 172.133 EMERGING MARKETS STOCK COMMON TRUST FD 2018-09-07 2024-10-31 10467 11373 -906 -906 596.581 EMERGING MARKETS STOCK COMMON TRUST FD 2014-12-31 2024-10-31 36277 38713 -2436 -2436 122.903 MID CAP GROWTH COMMON TRUST FUND 2013-09-20 2024-10-31 8939 8935 4 4 447.161 DIVIDEND INCOME COMMON TRUST FUND 2015-01-09 2024-10-31 54246 60793 -6547 -6547 534. ISHARES CORE S&P MID CAP ETF 2020-04-09 2024-10-31 33329 16887 16442 16442 768.007 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2021-07-27 2024-10-31 58169 59577 -1408 -1408 1113.503 PRINCIPAL MIDCAP FUND CL R6 2017-07-05 2024-10-31 50731 28191 22540 22540 804. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2024-10-31 78143 68542 9601 9601 145. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2024-10-31 76411 53749 22662 22662 7104.521 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2024-10-31 151477 156918 -5441 -5441 2925.387 MID CAP CORE COMMON TRUST FUND 2018-03-09 2024-10-31 48131 41691 6440 6440 964.579 SMALL CAP CORE COMMON TRUST FUND 2020-12-21 2024-10-31 13615 16576 -2961 -2961 2070.784 SMALL CAP CORE COMMON TRUST FUND 2018-03-09 2024-10-31 29230 27364 1866 1866 549.14 MID CAP VALUE COMMON TRUST FUND 2021-01-15 2024-10-31 31583 33384 -1801 -1801 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 CAPITAL GAIN DIVIDENDS P 144908 1498287 28468 0 28468 0 28468 22236 0 0 22236 0 6232 0 0 false false false false false false false true true NC true false false false false true BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false true false false true false false false false BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 26542 NONE 0 NONE 0 25632258 412245 0 26044503 0 0 26044503 390668 25653835 1282692 1282692 28468 28468 1254224 0 1254224 0 1254224 866657 0 0 0 0 866657 1254224 351316 0 0 0 0 0 0 0 866657 351316 0 0 515341 0 0 0 0 0 0 0 0 738883 0 0 0 0 0 0 0 0 NA X MARGARET C WOODSON FOUNDATION INC PO BOX 829 SALISBURY NC 28145 N/A PC GRANTS TO PUBLIC CHARITIES 856040 856040 14 624190 18 1498287 2122477 2122477 false false false false false false false false false false MARGARET C WOODSON FDN INC C/O FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON ST CHARLOTTE NC 28202 2024-12-31 856040 PROVIDE FUNDS FOR GRANTS FOR VARIOUS CHARITIES 856039 NO 02/19/2025 FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. 922042858 VANGUARD FTSE EMERGI 1076930 1010630 207543877 SMALL CAP GROWTH LEA 722276 798809 303995997 SMALL CAP VALUE COMM 786662 823353 464287507 ISHARES CORE S&P MID 457540 1064006 323991307 MID CAP GROWTH COMMO 931778 971259 99Z466197 INTERNATIONAL FOCUSE 1483458 1569835 921943858 VANGUARD FTSE DEVELO 1249356 1522445 29099J109 EMERGING MARKETS STO 1054661 1023061 45399C107 DIVIDEND INCOME COMM 1342908 1194614 922908363 VANGUARD 500 INDEX F 1038004 2367531 99Z639934 LARGE CAP CORE COMMO 1856496 2113175 99Z639942 MID CAP CORE COMMON 974444 1071587 99Z639959 SMALL CAP CORE COMMO 776514 808655 202671913 AGGREGATE BOND COMMO 4433180 4217343 693390882 PIMCO INTERNATIONAL 513304 537732 99Z665806 MID CAP VALUE COMMON 955221 921629 46429B697 ISHARES EDGE MSCI MI 52469H255 CLEARBRIDGE LARGE CA 834030 909923 74256W584 PRINCIPAL MIDCAP FUN 420264 774734 92206C680 VANGUARD RUSSELL 100 761940 1254888 09251M801 BLACKROCK EQTY DIVID 1272937 1238040 TYE INCOME ADJUSTMENT 736 CTF ADJUSTMENT 23456 OTHER ALLOCABLE EXPENSE-PRINCI 6939 6939 0 OTHER ALLOCABLE EXPENSE-INCOME 6946 6946 0 ROUNDING 2 FOREIGN TAXES 13451 13451 0 EXCISE TAX - PRIOR YEAR 814 0 0 EXCISE TAX ESTIMATES 22236 0 0 FOREIGN TAXES ON QUALIFIED FOR 4778 4778 0 FOREIGN TAXES ON NONQUALIFIED 3139 3139 0