Return of Private Foundation OMB No. 1545-0052 Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation 2012 Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. Open to public Inspection For calendar year 2012 or tax year beginning , and ending Name of foundation A Employer identification number
Robert W. Woodruff Foundation, Inc. 58-1695425 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number 191 Peachtree Street, NE 3540 4045226755 City or town, state, and ZIP code C If exemption application is pending, check here~| Atlanta, GA 30303-1799 G Check all that apply: Initial return Initial return of a former public charityD1. Foreign organizations, check here ~~| Final return Amended return 2. Foreign organizations meeting the 85% test, Address change Name changecheck here and attach computation ~~~~| H Check type of organization: X Section 501(c)(3) exempt private foundation E If private foundation status was terminated Section 4947(a)(1) nonexempt charitable trust Other taxable private foundationunder section 507(b)(1)(A), check here ~| IJFair market value of all assets at end of year Accounting method: X Cash Accrual F If the foundation is in a 60-month termination (from Part II, col. (c), line 16) Other (specify) under section 507(b)(1)(B), check here ~| | $ 2841725477. (Part I, column (d) must be on cash basis.) Part I Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a).) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received ~~~ N/A
2 Check | X if the foundation is not required to attach Sch. B Interest on savings and temporary 3 cash investments ~~~~~~~~~~~~~~ 243277. 243277. Statement 1 4 Dividends and interest from securities~~~~~ 82227462. 82227462. Statement 2 5a Gross rents ~~~~~~~~~~~~~~~~ 1. 1. Statement 3 b Net rental income or (loss) 1. 6a Net gain or (loss) from sale of assets not on line 10 ~~ 621024. Gross sales price for all b assets on line 6a ~~ 30059127. 7 Capital gain net income (from Part IV, line 2) ~~~~~ 621024.
Revenue 8 Net short-term capital gain ~~~~~~~~~ 9 Income modifications~~~~~~~~~~~~ Gross sales less returns 10a and allowances ~~~~ b Less: Cost of goods sold ~ c Gross profit or (loss) ~~~~~~~~~~~~ 11 Other income ~~~~~~~~~~~~~~~ 12 Total. Add lines 1 through 11 83091764. 83091764. 13 Compensation of officers, directors, trustees, etc.~~~ 527322. 190179. 337143. 14 Other employee salaries and wages~~~~~~ 254135. 100654. 153481. 15 Pension plans, employee benefits ~~~~~~ 203484. 71219. 132265. 16a Legal fees~~~~~~~~~~~~~~~~~ b Accounting fees ~~~~~~~~~~~~~~Stmt 4 36775. 12871. 23904. c Other professional fees ~~~~~~~~~~~Stmt 5 270846. 270414. 432. 17 Interest ~~~~~~~~~~~~~~~~~~ 18 Taxes~~~~~~~~~~~~~~~~~~~Stmt 6 825890. 0. 0. 19 Depreciation and depletion ~~~~~~~~~ 22967. 8038. 20 Occupancy ~~~~~~~~~~~~~~~~ 55072. 19275. 35797. 21 Travel, conferences, and meetings ~~~~~~ 18130. 6346. 11785. 22 Printing and publications ~~~~~~~~~~ 1281. 448. 833. 23 Other expenses ~~~~~~~~~~~~~~Stmt 7 141153. 21753. 119400. 24 Total operating and administrative expenses. Add lines 13 through 23 ~~~~~ 2357055. 701197. 815040.
Operating and Administrative Expenses 25 Contributions, gifts, grants paid ~~~~~~~ 133510011. 133510011. 26 Total expenses and disbursements. Add lines 24 and 25 135867066. 701197. 134325051. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements ~ -52775302. b Net investment income (if negative, enter -0-)~~~ 82390567. c Adjusted net income (if negative, enter -0-) N/A 223501 12-05-12 LHA For Paperwork Reduction Act Notice, see instructions. Form 990-PF (2012) 1 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 2 Beginning of year End of year Part II Balance Sheets Attached schedules and amounts in the description column should be for end-of-year amounts only. (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing~~~~~~~~~~~~~~~~~~~ 7632. 6692. 6692. 2 Savings and temporary cash investments ~~~~~~~~~~~~ 52060807. 42995298. 43008047. 3 Accounts receivable 9 Less: allowance for doubtful accounts 9 4 Pledges receivable 9 Less: allowance for doubtful accounts 9 5 Grants receivable ~~~~~~~~~~~~~~~~~~~~~~~ 6 Receivables due from officers, directors, trustees, and other disqualified persons ~~~~~~~~~~~~~~~~~~~~~~ 7 Other notes and loans receivable ~~~~~~~~9 Less: allowance for doubtful accounts 9 8 Inventories for sale or use ~~~~~~~~~~~~~~~~~~~ 9 Prepaid expenses and deferred charges ~~~~~~~~~~~~~ 5890. 0.
Assets 10a Investments - U.S. and state government obligations ~~~~~~~Stmt 9 148886975. 148182987. 157375950. b Investments - corporate stock ~~~~~~~~~~~~~~~~~Stmt 10 80203037. 78986147. 2482785238. c Investments - corporate bonds ~~~~~~~~~~~~~~~~~Stmt 11 112406617. 119391823. 127971717. 11 Investments - land, buildings, and equipment: basis ~~9 Less: accumulated depreciation ~~~~~~~~9 12 Investments - mortgage loans ~~~~~~~~~~~~~~~~~ 13 Investments - other ~~~~~~~~~~~~~~~~~~~~~~ 14 Land, buildings, and equipment: basis 9 22042895. Less: accumulated depreciation ~~~~~~~~9 525449. 21525857. 21517446. 30403467. 15 Other assets (describe9 Statement 12 ) 125744. 149426. 174366.
16 Total assets (to be completed by all filers) 415222559. 411229819. 2841725477. 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 ~~~~~~~~~~~~~~~ Liabilities 22 Other liabilities (describe 9 Statement 13 ) 27674. 27082.
23 Total liabilities (add lines 17 through 22) 27674. 27082. Foundations that follow SFAS 117, check here ~~~~ 9 X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~ 415194885. 411202737. 25 Temporarily restricted ~~~~~~~~~~~~~~~~~~~~~ 26 Permanently restricted~~~~~~~~~~~~~~~~~~~~~ Foundations that do not follow SFAS 117, check here ~ 9 and complete lines 27 through 31. 27 Capital stock, trust principal, or current funds ~~~~~~~~~~~ 28 Paid-in or capital surplus, or land, bldg., and equipment fund ~~~~ 29 Retained earnings, accumulated income, endowment, or other funds~ 30 Total net assets or fund balances~~~~~~~~~~~~~~~~ 415194885. 411202737. Net Assets or Fund Balances Fund or Assets Net
31 Total liabilities and net assets/fund balances 415222559. 411229819. 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 30 (must agree with end-of-year figure reported on prior year's return) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 415194885. 2 Enter amount from Part I, line 27a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 -52775302. 3 Other increases not included in line 2 (itemize) 9 See Statement 8 3 48783154. 4 Add lines 1, 2, and 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 411202737. 5 Decreases not included in line 2 (itemize) 9 5 0. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 6 411202737. Form 990-PF (2012) 223511 12-05-12 2 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 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, (b) How acquired (c) Date acquired (d) Date sold P - Purchase 2-story brick warehouse; or common stock, 200 shs. MLC Co.) D - Donation (mo., day, yr.) (mo., day, yr.) 1a b See Attached Statements c d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e 30059127. 29438103. 621024. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or Losses (from col. (h)) (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any a b c d e 621024. rIf gain, also enter in Part I, line 7 p 2 Capital gain net income or (net capital loss)sqIf (loss), enter -0- in Part I, line 7 ~~~~~~ om 2 621024. 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). mp If (loss), enter -0- in Part I, line 8 o 3 N/A Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? ~~~~~~~~~~~~~~~~ YesX No If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries. (a) (b) (c) (d) Base period years Distribution ratio Calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable-use assets (col. (b) divided by col. (c)) 2011 115837317. 2609099135. .044397 2010 98976658. 2252166121. .043947 2009 106653838. 2006741309. .053148 2008 116987932. 2224016687. .052602 2007 96066772. 2335476654. .041134
2 Total of line 1, column (d)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 .235228 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 .047046
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5 ~~~~~~~~~~~~~~~~~~~~~ 4 2812014074.
5 Multiply line 4 by line 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 132294014.
6 Enter 1% of net investment income (1% of Part I, line 27b) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 823906.
7 Add lines 5 and 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 133117920.
8 Enter qualifying distributions from Part XII, line 4~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 134325051. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
223521 12-05-12 Form 990-PF (2012) 3 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 4 Part VI 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 | and enter "N/A" on line 1. np Date of ruling or determination letter: (attach copy of letter if necessary-see instructions) n b Domestic foundations that meet the section 4940(e) requirements in Part V, check here |and X enter 1% nm 1 823906. of Part I, line 27b~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ n c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b). o 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 823906. 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 823906. 6 Credits/Payments: a 2012 estimated tax payments and 2011 overpayment credited to 2012 ~~~~~~~~ 6a 825890. b Exempt foreign organizations - tax withheld at source ~~~~~~~~~~~~~~~~ 6b c Tax paid with application for extension of time to file (Form 8868)~~~~~~~~~~~ 6c d Backup withholding erroneously withheld ~~~~~~~~~~~~~~~~~~~~~ 6d 7 Total credits and payments. Add lines 6a through 6d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 825890. 8 Enter any penalty for underpayment of estimated tax. Check here X if Form 2220 is attached ~~~~~~~~~~~~~ 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ~~~~~~~~~~~~~~~~~~~~ | 9 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ~~~~~~~~~~~~~~ | 10 1984. 11Enter the amount of line 10 to be: Credited to 2013 estimated tax | 1984. Refunded | 11 0. Part VII-A Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No any political campaign? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? ~~~~~~ 1b X 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 X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1)On the foundation. | $0. (2) On foundation managers. | $ 0. e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. | $ 0. 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? ~~~~~~~~~~~~~~~~~~~~ 2 X 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 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? ~~~~~~~~~~~~~~~~~~~~~ 4a X bIf "Yes," has it filed a tax return on Form 990-T for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~N/A 4b 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? ~~~~~~~~~~~~~~~~~~~~~~ 5 X 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: ¥ By language in the governing instrument, or ¥ 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 X 7 Did the foundation have at least $5,000 in assets at any time during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 X If "Yes," complete Part II, col. (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see instructions) 9 GA 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 X 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?If "Yes," complete Part XIV ~~~~~~~~~~~~~~ 9 X 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 10 X Form 990-PF (2012)
223531 12-05-12 4 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 5 Part VII-A Statements Regarding Activities (continued) 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 X 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 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? ~~~~~~~~~~~ 13 X Website address | www.woodruff.org 14 The books are in care of | Erik S. Johnson, SecretaryTelephone no. | 404-522-6755 Located at | 191 Peachtree Street NE, Suite 3540, Atlanta, GAZIP+4 | 30303-1799 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ~~~~~~~~~~~~~~~~~~~~~~~ | and enter the amount of tax-exempt interest received or accrued during the year ~~~~~~~~~~~~~~~~~~~ | 15 N/A 16 At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over a bank, Yes No securities, or other financial account in a foreign country? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 16 X See the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes," enter the name of the foreign country | Part VII-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? ~~~~~~~~~~~~~~ Yes X No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ~~~~~~~~~~~~~ Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ~~~~~~~~~~~~~~ X Yes No (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)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X 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.) ~~~~~~~~~~~~~~~~~~~~~ Yes X 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 X Organizations relying on a current notice regarding disaster assistance check here ~~~~~~~~~~~~~~~~~~~~~~| c 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 2012?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c X 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 2012, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2012? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ YesX No If "Yes," list the years | , , , 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.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~N/A 2b c If the provisions of section 4942(a)(2) are being applied toany of the years listed in 2a, list the years here. |,,, 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ YesX No b If "Yes," did it have excess business holdings in 2012 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 2012.) ~~~~~~~~~~~~~~~~~~~~~~N/A 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? ~~~~~~~~~~~~~ 4a X 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 2012? 4b X Form 990-PF (2012)
223541 12-05-12 5 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 6 Part VII-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: (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?~~~~~~~~~~~~~ Yes X No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes? ~~~~~~~~~~~~~~~~~ Yes X No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X Yes 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X 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 X Organizations relying on a current notice regarding disaster assistance check here ~~~~~~~~~~~~~~~~~~~~~ | c 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?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X Yes No 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ YesX No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~~~~~~~~ 6b X 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? ~~~~~~~~~ YesX No b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Part VIII Paid Employees, and Contractors 1 List all officers, directors, trustees, foundation managers and their compensation. (b) Title, and average (c) Compensation (d) Contributions to (e) Expense employee benefit plans (a) Name and address hours per week devoted (If not paid, and deferred account, other to position enter -0-) compensation allowances TRUSTEES-see attached detail listing TRUSTEES
12.00 135000. 5045. 0. OFFICERS-see attached detail listing OFFICERS
69.00 392322. 93614. 2103.
2 Compensation of five highest-paid employees (other than those included on line 1). If none, enter "NONE." (b) Title, and average (d) Contributions to (e) Expense employee benefit plans (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation and deferred account, other devoted to position compensation allowances Martha Morton - 191 Peachtree St NE, Controller #3540, Atlanta, GA 30303 23.00 47313. 20360. 608. Elizabeth Smith - 191 Peachtree St Grants Program Director NE, #3540, Atlanta, GA 30303 23.00 50663. 11844. 608.
Total number of other employees paid over $50,000 | 0 Form 990-PF (2012)
223551 12-05-12 6 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 7 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for professional services. If none, enter "NONE." (a) Name and address of each person paid more than $50,000(b) Type of service (c) Compensation SUNTRUST BANK TRUST FEE UNIT INVESTMENT P.O. BOX 26489, RICHMOND, VA 23261 CONSULTANTS 270092.
Total number of others receiving over $50,000 for professional services 9 0 Part IX-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 Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. 1 N/A
2
3
4
Part IX-B Summary of Program-Related Investments Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount 1 N/A
2
All other program-related investments. See instructions. 3
Total. Add lines 1 through 3 J 0. Form 990-PF (2012)
223561 12-05-12 7 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 8
Part X 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 2854605064. b Average of monthly cash balances ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b 8280. c Fair market value of all other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c 223279. d Total (add lines 1a, b, and c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d 2854836623. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) ~~~~~~~~~~~~~~~~~~~~~~ 1e 86600306. 2 Acquisition indebtedness applicable to line 1 assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 0. 3 Subtract line 2 from line 1d~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 2854836623. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) ~~~~~~~~ 4 42822549. 5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ~~~~~~~~~~ 5 2812014074. 6 Minimum investment return. Enter 5% of line 5 6 140600704. Distributable Amount (Section 4942(j)(3) and (j)(5) private operating foundations and certain Part XI (see instructions) foreign organizations check here9 and do not complete this part.) 1 Minimum investment return from Part X, line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 140600704. 2a Tax on investment income for 2012 from Part VI, line 5 ~~~~~~~~~~~ 2a 823906. b Income tax for 2012. (This does not include the tax from Part VI.) ~~~~~~~ 2b c Add lines 2a and 2b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 823906. 3 Distributable amount before adjustments. Subtract line 2c from line 1 ~~~~~~~~~~~~~~~~~~~~~~~ 3 139776798. 4 Recoveries of amounts treated as qualifying distributions~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 0. 5 Add lines 3 and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 139776798. 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 XIII, line 1 7 139776798.
Part XII 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 134325051. b Program-related investments - total from Part IX-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 V, line 8, and Part XIII, line 4~~~~~~~~~ 4 134325051. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income. Enter 1% of Part I, line 27b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 823906. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 133501145. Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2012)
223571 12-05-12 8 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 9
Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2011 2011 2012 1 Distributable amount for 2012 from Part XI, line 7 ~~~~~~~~~~~~~~~~~ 139776798. 2 Undistributed income, if any, as of the end of 2012: a Enter amount for 2011 only ~~~~~~~ 122204773. b Total for prior years: ,, 0. 3 Excess distributions carryover, if any, to 2012: aFrom 2007 ~~~ bFrom 2008 ~~~ c From 2009 ~~~ dFrom 2010 ~~~ eFrom 2011 ~~~ fTotal of lines 3a through e ~~~~~~~~ 0. 4 Qualifying distributions for 2012 from Part XII, line 4: 9 $ 134325051. aApplied to 2011, but not more than line 2a ~ 122204773. bApplied to undistributed income of prior years (Election required - see instructions) ~ 0. c Treated as distributions out of corpus (Election required - see instructions) ~~~ 0. dApplied to 2012 distributable amount ~~~ 12120278. eRemaining amount distributed out of corpus 0. 5 Excess distributions carryover applied to 2012 ~~ 0. 0. (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as indicated below: a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 ~~ 0. bPrior 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. dSubtract line 6c from line 6b. Taxable amount - see instructions ~~~~~~~~ 0. eUndistributed income for 2011. Subtract line 4a from line 2a. Taxable amount - see instr.~ 0. f Undistributed income for 2012. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2013 ~~~~~~~~~~ 127656520. 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) ~~~~ 0. 8 Excess distributions carryover from 2007 not applied on line 5 or line 7 ~~~~~~~ 0. 9 Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ~~~~ 0. 10 Analysis of line 9: aExcess from 2008~ bExcess from 2009~ c Excess from 2010~ dExcess from 2011~ eExcess from 2012 Form 990-PF (2012) 223581 12-05-12 9 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 10 Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9) N/A 1aIf the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2012, enter the date of the ruling ~~~~~~~~~~~ 9 b Check box to indicate whether the foundation is a private operating foundation described in section~~~ 4942(j)(3) or 4942(j)(5) 2 a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum (a) 2012(b) 2011(c) 2010(d) 2009 (e) Total investment return from Part X for each year listed ~~~~~~~~~ b 85% of line 2a ~~~~~~~~~~ c Qualifying distributions from Part XII, 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 X, 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 XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year-see instructions.) 1 Information Regarding Foundation Managers: a List 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).) None b List 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. None 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here9 if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or e-mail of the person to whom applications should be addressed: See attached schedule
b The form in which applications should be submitted and information and materials they should include: See attached schedule c Any submission deadlines: See attached schedule d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: See attached schedule
223601 12-05-12 Form 990-PF (2012) 10 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 11 Part XV 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 Foundation Purpose of grant or status of contribution Amount Name and address (home or business) any foundation manager or substantial contributor recipient a Paid during the year
See attached schedule 133510011.
Total 9 3a 133510011. b Approved for future payment
See attached schedule 89850000.
Total 9 3b 89850000. Form 990-PF (2012) 223611 12-05-12 11 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 12 Part XVI-A Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e) (c) (a) (b) Exclu- (d) Related or exempt Business Amount sion 1 Program service revenue: code code Amount function income a b c d e f g Fees and contracts from government agencies ~~~ 2 Membership dues and assessments ~~~~~~~~~ 3 Interest on savings and temporary cash investments ~~~~~~~~~~~~~~~~~~~~ 14 243277. 4 Dividends and interest from securities ~~~~~~~~ 14 82227462. 5 Net rental income or (loss) from real estate: a Debt-financed property ~~~~~~~~~~~~~ b Not debt-financed property ~~~~~~~~~~~~ 16 1. 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 621024. 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. 83091764. 0. 13 Total. Add line 12, columns (b), (d), and (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 83091764. (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes
Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of < the foundation's exempt purposes (other than by providing funds for such purposes).
223621 12-05-12 Form 990-PF (2012) 12 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1
Continuation for 990-PF, Part IV Robert W. Woodruff Foundation, Inc. 58-1695425 Page 1 of 2 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, (b) How acquired (c) Date acquired (d) Date sold P - Purchase 2-story brick warehouse; or common stock, 200 shs. MLC Co. D - Donation (mo., day, yr.) (mo., day, yr.) 1a FHLMC 1.3% P 09/16/1107/27/12 b FHLB 2.05% P 10/15/0901/20/12 c FHLB 2.1% P 10/15/0901/23/12 d GE CAPITAL 4.375% P 10/01/0703/05/12 e WACHOVIA BANK 4.875% P 11/19/0706/28/12 f WELLS FARGO BANK 4.75% P 04/02/0706/28/12 g USTRS 4.375% P 05/15/0608/15/12 h DUKE ENERGY, .8 share of common stock P 06/06/9408/15/12 i DUKE ENERGY, .6666 share of common stock P 04/18/8508/15/12 j ASTRAZENECA 5.4% P 04/18/0809/17/12 k LOWES 5.6% P 10/01/0709/17/12 l BARCLAY BANK 6.75% P 10/19/0909/20/12 m IBM 5.05% P 04/18/0810/22/12 n SUNTRUST BANKS 5.25% P 11/19/0711/05/12 o USTRS 4% P 04/15/0511/15/12 (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a 2000000. 2015500. -15500. b 1000000. 1019820. -19820. c 2975000. 3038159. -63159. d 2000000. 1943160. 56840. e 1618320. 1429740. 188580. f 1614540. 1452608. 161932. g 2500000. 2415234. 84766. h 55. 22. 33. i 46. 9. 37. j 1500000. 1574760. -74760. k 1500000. 1521270. -21270. l 1808355. 1677360. 130995. m 1500000. 1569135. -69135. n 2000000. 1999800. 200. o 3500000. 3463906. 36094. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Losses (from col. (h)) (j) Adjusted basis (k) Excess of col. (i) Gains (excess of col. (h) gain over col. (k), (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any but not less than "-0-") a -15500. b -19820. c -63159. d 56840. e 188580. f 161932. g 84766. h 33. i 37. j -74760. k -21270. l 130995. m -69135. n 200. o 36094.
~~ If gain, also enter in Part I, line 7 ~~~~~~ 2 Capital gain net income or (net capital loss) ijIf (loss), enter "-0-" in Part I, line 7 2 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): p If gain, also enter in Part I, line 8, column (c). m If (loss), enter "-0-" in Part I, line 8 o 3
223591 05-01-12 14 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Continuation for 990-PF, Part IV Robert W. Woodruff Foundation, Inc. 58-1695425 Page 2 of 2 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, (b) How acquired (c) Date acquired (d) Date sold P - Purchase 2-story brick warehouse; or common stock, 200 shs. MLC Co. D - Donation (mo., day, yr.) (mo., day, yr.) 1a ABBOTT LABORATORIES 5.875% P 04/02/0712/10/12 b CATERPILLAR FINANCIAL 1.9% P 04/01/1012/17/12 c FHLMC G02401 P 11/26/0611/14/12 d e f g h i j k l m n o (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a 1771410. 1565490. 205920. b 2270000. 2290385. -20385. c 501401. 461745. 39656. d e f g h i j k l m n o Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Losses (from col. (h)) (j) Adjusted basis (k) Excess of col. (i) Gains (excess of col. (h) gain over col. (k), (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any but not less than "-0-") a 205920. b -20385. c 39656. d e f g h i j k l m n o
~~ If gain, also enter in Part I, line 7 ~~~~~~ 2 Capital gain net income or (net capital loss) ijIf (loss), enter "-0-" in Part I, line 7 2 621024. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): p If gain, also enter in Part I, line 8, column (c). m If (loss), enter "-0-" in Part I, line 8 o 3 N/A
223591 05-01-12 15 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58-1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Interest on Savings and Temporary Cash Investments Statement 1 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Source Amount }}}}}} }}}}}}}}}}}}}} Cash equivalent and money market interest 243277. }}}}}}}}}}}}}} Total to Form 990-PF, Part I, line 3, Column A 243277. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Dividends and Interest from Securities Statement 2 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Capital Gains Column (A) Source Gross Amount Dividends Amount }}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Dividends 11228897. 0. 11228897. Interest - long-term 70998565. 0. 70998565. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Fm 990-PF, Part I, ln 4 82227462. 0. 82227462. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Rental Income Statement 3 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Activity Gross Kind and Location of Property Number Rental Income }}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}} }}}}}}}}}}}}}} Ichauway, Inc. - Newton, GA 1 1. }}}}}}}}}}}}}} Total to Form 990-PF, Part I, line 5a 1. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Accounting Fees Statement 4 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Deloitte/Touche 30704. 10746. 19958. Windham Brannon 6071. 2125. 3946. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990-PF, Pg 1, ln 16b 36775. 12871. 23904. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
16 Statement(s) 1, 2, 3, 4 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58-1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Other Professional Fees Statement 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} SunTrust Bank Trust Fee Unit 270092. 270092. 0. Benefit Alternatives, Inc. 664. 232. 432. SunTrust Bank 90. 90. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990-PF, Pg 1, ln 16c 270846. 270414. 432. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Taxes Statement 6 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Excise Tax 825890. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990-PF, Pg 1, ln 18 825890. 0. 0. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Other Expenses Statement 7 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Computer 25009. 8753. 16256. Office Insurance 11075. 3876. 7199. Office Equipment 7973. 2791. 5182. Supplies 3166. 1108. 2058. Organization Dues 81002. 700. 80302. Postage 2329. 815. 1514. Repairs/Maintenance 5591. 1957. 3634. Telephone 3731. 1306. 2425. Miscellaneous 1277. 447. 830. }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990-PF, Pg 1, ln 23 141153. 21753. 119400. ~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
17 Statement(s) 5, 6, 7 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58-1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Other Increases in Net Assets or Fund Balances Statement 8 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description Amount }}}}}}}}}}} }}}}}}}}}}}}}} Gain on stock grant to Emory University 48783154. }}}}}}}}}}}}}} Total to Form 990-PF, Part III, line 3 48783154. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF U.S. and State/City Government Obligations Statement 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
U.S. Other Fair Market Description Gov't Gov't Book Value Value }}}}}}}}}}} }}}}} }}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various - see attached detail X 148182987. 157375950. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total U.S. Government Obligations 148182987. 157375950. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total State and Municipal Government Obligations }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990-PF, Part II, line 10a 148182987. 157375950. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Corporate Stock Statement 10 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various - see attached detail 78986147. 2482785238. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990-PF, Part II, line 10b 78986147. 2482785238. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Corporate Bonds Statement 11 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various - see attached detail 119391823. 127971717. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990-PF, Part II, line 10c 119391823. 127971717. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
18 Statement(s) 8, 9, 10, 11 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58-1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Other Assets Statement 12 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Beginning of End of Year Fair Market Description Yr Book Value Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 112126. 134351. 159291. Benefit Plans 13618. 15075. 15075. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} To Form 990-PF, Part II, line 15 125744. 149426. 174366. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990-PF Other Liabilities Statement 13 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description BOY Amount EOY Amount }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 27035. 27035. Benefit Plan 639. 47. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990-PF, Part II, line 22 27674. 27082. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
19 Statement(s) 12, 13 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 2220 Underpayment of Estimated Tax by Corporations OMB No. 1545-0142
Department of the Treasury | Attach to the corporation's tax return. Form 990-PF Internal Revenue Service | Information about Form 2220 and its separate instructions is at www.irs.gov/form2220. 2012 Name Employer identification number Robert W. Woodruff Foundation, Inc. 58-1695425 Note: Generally, the corporation is not required to file Form 2220 (see Part II below for exceptions) because the IRS will figure any penalty owed and bill the corporation. However, the corporation may still use Form 2220 to figure the penalty. If so, enter the amount from page 2, line 38 on the estimated tax penalty line of the corporation's income tax return, but do not attach Form 2220. Part I Required Annual Payment
1 Total tax (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 823906.
2 a Personal holding company tax (Schedule PH (Form 1120), line 26) included on line 1 ~~~~~ 2a b Look-back interest included on line 1 under section 460(b)(2) for completed long-term contracts or section 167(g) for depreciation under the income forecast method ~~~~~~~~ 2b
c Credit for federal tax paid on fuels (see instructions) ~~~~~~~~~~~~~~~~~~~ 2c d Total. Add lines 2a through 2c ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d 3 Subtract line 2d from line 1. If the result is less than $500, do not complete or file this form. The corporation does not owe the penalty 3 823906. 4 Enter the tax shown on the corporation's 2011 income tax return (see instructions). Caution: If the tax is zero or the tax year was for less than 12 months, skip this line and enter the amount from line 3 on line 5 ~~~~~~~~~~~ 4 1547376.
5 Required annual payment. Enter the smaller of line 3 or line 4. If the corporation is required to skip line 4, enter the amount from line 3 5 823906. Part II Reasons for Filing - Check the boxes below that apply. If any boxes are checked, the corporation must file Form 2220 even if it does not owe a penalty (see instructions). 6 The corporation is using the adjusted seasonal installment method. 7 X The corporation is using the annualized income installment method. 8 X The corporation is a "large corporation" figuring its first required installment based on the prior year's tax. Part III Figuring the Underpayment (a) (b) (c) (d) 9 Installment due dates. Enter in columns (a) through (d) the 15th day of the 4th (Form 990-PF filers: Use 5th month), 6th, 9th, and 12th months of the corporation's tax year ~~~~~~~~~~~~~~~~ 9 05/15/12 06/15/12 09/15/12 12/15/12 10 Required installments. If the box on line 6 and/or line 7 above is checked, enter the amounts from Sch A, line 38. If the box on line 8 (but not 6 or 7) is checked, see instructions for the amounts to enter. If none of these boxes are checked, enter 25% of line 5 above in each column. ~~~~~~ ~ 10 33576. 43255. 291728. 239507. 11 Estimated tax paid or credited for each period (see instructions). For column (a) only, enter the amount from line 11 on line 15 ~~~~~~~~~~~~~~~ 11 80890. 80000. 585000. 80000. Complete lines 12 through 18 of one column before going to the next column. 12 Enter amount, if any, from line 18 of the preceding column 12 47314. 84059. 377331. 13 Add lines 11 and 12 ~~~~~~~~~~~~~~~~~ 13 127314. 669059. 457331. 14 Add amounts on lines 16 and 17 of the preceding column 14 15 Subtract line 14 from line 13. If zero or less, enter -0- ~~ 15 80890. 127314. 669059. 457331. 16 If the amount on line 15 is zero, subtract line 13 from line 14. Otherwise, enter -0- ~~~~~~~~~~~~~~~ 16 0. 0. 17 Underpayment. If line 15 is less than or equal to line 10, subtract line 15 from line 10. Then go to line 12 of the next column. Otherwise, go to line 18 ~~~~~~~~~~~ 17 18 Overpayment. If line 10 is less than line 15, subtract line 10 from line 15. Then go to line 12 of the next column 18 47314. 84059. 377331. Go to Part IV on page 2 to figure the penalty. Do not go to Part IV if there are no entries on line 17 - no penalty is owed. JWA For Paperwork Reduction Act Notice, see separate instructions. Form 2220 (2012)
212801 12-11-12 20 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Form 990-PF Form 2220 (2012) Robert W. Woodruff Foundation, Inc. 58-1695425 Page 2 Part IV Figuring the Penalty
(a) (b) (c) (d) 19 Enter the date of payment or the 15th day of the 3rd month after the close of the tax year, whichever is earlier (see instructions). (Form 990-PF and Form 990-T filers: Use 5th month instead of 3rd month.) ~~~~~~~~~~~~ 19 20 Number of days from due date of installment on line 9 to the date shown on line 19 ~~~~~~~~~~~~~~~~~ 20
21 Number of days on line 20 after 4/15/2012 and before 7/1/2012 ~~ 21
22 Underpayment on line 17 x Number of days on line 21 x 3% ~~~22 $ $ $ $ 366
23 Number of days on line 20 after 06/30/2012 and before 10/1/2012 ~ 23
24 Underpayment on line 17 x Number of days on line 23 x 3% ~~~ 24 $ $ $ $ 366
25 Number of days on line 20 after 9/30/2012 and before 1/1/2013 ~~ 25
26 Underpayment on line 17 x Number of days on line 25 x 3% ~~~ 26 $ $ $ $ 366
27 Number of days on line 20 after 12/31/2012 and before 4/1/2013 ~ 27
28 Underpayment on line 17 x Number of days on line 27 x 3% ~~~ 28 $ $ $ $ 365
29 Number of days on line 20 after 3/31/2013 and before 7/1/2013 ~~ 29
30 Underpayment on line 17 x Number of days on line 29 x *% ~~~ 30 $ $ $ $ 365
31 Number of days on line 20 after 6/30/2013 and before 10/01/2013 ~ 31
32 Underpayment on line 17 x Number of days on line 31 x *% ~~~ 32 $ $ $ $ 365
33 Number of days on line 20 after 9/30/2013 and before 1/1/2014 ~~ 33
34 Underpayment on line 17 x Number of days on line 33 x *% ~~~ 34 $ $ $ $ 365
35 Number of days on line 20 after 12/31/2013 and before 2/16/2014 ~ 35
36 Underpayment on line 17 x Number of days on line 35 x *% ~~~ 36 $ $ $ $ 365
37 Add lines 22, 24, 26, 28, 30, 32, 34, and 36 ~~~~~~~~~ 37 $ $ $ $
38 Penalty. Add columns (a) through (d) of line 37. Enter the total here and on Form 1120; line 33; or the comparable line for other income tax returns 38 $ 0. * Use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter. These rates are published quarterly in an IRS News Release and in a revenue ruling in the Internal Revenue Bulletin. To obtain this information on the Internet, access the IRS website at www.irs.gov. You can also call 1-800-829-4933 to get interest rate information.
JWA Form 2220 (2012)
212802 12-11-12 21 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58-1695425 Form 2220 (2012) Form 990-PF Page 3 Schedule A Adjusted Seasonal Installment Method and Annualized Income Installment Method (see instructions) Form 1120S filers: For lines 1, 2, 3, and 21, below, "taxable income" refers to excess net passive income or the amount on which tax is imposed under section 1374(a), whichever applies. Part I - Adjusted Seasonal Installment Method (Caution: Use this method only if the base period percentage for any 6 consecutive months is at least 70%. See instructions.) (a) (b) (c) (d) First 3 First 5 First 8 First 11 1 Enter taxable income for the following periods: months months months months
aTax year beginning in 2009 ~~~~~~~~~~~~ 1a
bTax year beginning in 2010 ~~~~~~~~~~~~ 1b
c Tax year beginning in 2011 ~~~~~~~~~~~~ 1c 2 Enter taxable income for each period for the tax year beginning in 2011. (see instructions for the treatment of extraordinary items). 2 First 4 First 6 First 9 Entire year 3 Enter taxable income for the following periods: months months months
aTax year beginning in 2009 ~~~~~~~~~~~~ 3a
bTax year beginning in 2010 ~~~~~~~~~~~~ 3b
c Tax year beginning in 2011 ~~~~~~~~~~~~ 3c 4 Divide the amount in each column on line 1a by the amount in column (d) on line 3a ~~~~~~~~~~ 4 5 Divide the amount in each column on line 1b by the amount in column (d) on line 3b ~~~~~~~~~~ 5 6 Divide the amount in each column on line 1c by the amount in column (d) on line 3c ~~~~~~~~~~ 6
7 Add lines 4 through 6 ~~~~~~~~~~~~~~~ 7
8 Divide line 7 by 3.0 ~~~~~~~~~~~~~~~~ 8 9aDivide line 2 by line 8 ~~~~~~~~~~~~~~~ 9a bExtraordinary items (see instructions) ~~~~~~~~ 9b c Add lines 9a and 9b ~~~~~~~~~~~~~~~ 9c 10 Figure the tax on the amt on ln 9c using the instr for Form 1120, Sch J, ln 2 (or comparable ln of corp's return) ~ 10 11aDivide the amount in columns (a) through (c) on line 3a by the amount in column (d) on line 3a ~~~~~~~ 11a bDivide the amount in columns (a) through (c) on line 3b by the amount in column (d) on line 3b ~~~~~~~ 11b c Divide the amount in columns (a) through (c) on line 3c by the amount in column (d) on line 3c ~~~~~~~ 11c 12 Add lines 11a though 11c ~~~~~~~~~~~~~ 12 13 Divide line 12 by 3.0 ~~~~~~~~~~~~~~~ 13 14 Multiply the amount in columns (a) through (c) of line 10 by columns (a) through (c) of line 13. In column (d), enter the amount from line 10, column (d) ~~~~~~~~ 14 15 Enter any alternative minimum tax for each payment period (see instructions) ~~~~~~~~~~~~~ 15
16 Enter any other taxes for each payment period (see instr) 16 17 Add lines 14 through 16 ~~~~~~~~~~~~~~ 17 18 For each period, enter the same type of credits as allowed on Form 2220, lines 1 and 2c (see instructions) ~~~ 18 19 Total tax after credits. Subtract line 18 from line 17. If zero or less, enter -0- 19 212821 12-11-12 JWA Form 2220 (2012) 22 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58-1695425 Form 2220 (2012) Form 990-PF Page 4 ** Part II - Annualized Income Installment Method (a) (b) (c) (d) First 2369 First First First 20 Annualization periods (see instructions) ~~~~~~~ 20 months months months months 21 Enter taxable income for each annualization period (see instructions for the treatment of extraordinary items) ~ 21 2238409. 3841549. 24570585. 45605070.
22 Annualization amounts (see instructions) ~~~~~~ 22 6.000000 4.000000 2.000000 1.333330
23aAnnualized taxable income. Multiply line 21 by line 22 ~ 23a 13430454. 15366196. 49141170. 60806608. bExtraordinary items (see instructions) ~~~~~~~~ 23b c Add lines 23a and 23b ~~~~~~~~~~~~~~ 23c 13430454. 15366196. 49141170. 60806608. 24 Figure the tax on the amount on line 23c using the instructions for Form 1120, Schedule J, line 2 (or comparable line of corporation's return) ~~~~~ 24 134305. 153662. 491412. 608066. 25 Enter any alternative minimum tax for each payment period (see instructions) ~~~~~~~~~~~~~~ 25
26 Enter any other taxes for each payment period (see instr) 26
27 Total tax. Add lines 24 through 26 ~~~~~~~~~ 27 134305. 153662. 491412. 608066. 28 For each period, enter the same type of credits as allowed on Form 2220, lines 1 and 2c (see instructions) ~~~ 28 29 Total tax after credits. Subtract line 28 from line 27. If zero or less, enter -0- ~~~~~~~~~~~~~~~ 29 134305. 153662. 491412. 608066.
30 Applicable percentage ~~~~~~~~~~~~~~30 25% 50% 75% 100%
31 Multiply line 29 by line 30 31 33576. 76831. 368559. 608066. Part III - Required Installments
Note: Complete lines 32 through 38 of one column before 1st 2nd 3rd 4th completing the next column. installment installment installment installment 32 If only Part I or Part II is completed, enter the amount in each column from line 19 or line 31. If both parts are completed, enter the smaller of the amounts in each column from line 19 or line 31 ~~~~~~~~~~~ 32 33576. 76831. 368559. 608066. 33 Add the amounts in all preceding columns of line 38 (see instructions) ~~~~~~~~~~~~~~~~ 33 33576. 76831. 368559. 34 Adjusted seasonal or annualized income installments. Subtract line 33 from line 32. If zero or less, enter -0- ~ 34 33576. 43255. 291728. 239507. 35 Enter 25% of line 5 on page 1 of Form 2220 in each column. Note: "Large corporations," see the instructions for line 10 for the amounts to enter ~~~~~~~~~ 35 205977. 205976. 205977. 205976. 36 Subtract line 38 of the preceding column from line 37 of the preceding column ~~~~~~~~~~~~~~ 36 172401. 335122. 249371.
37 Add lines 35 and 36 ~~~~~~~~~~~~~~~ 37 205977. 378377. 541099. 455347. 38 Required installments. Enter the smaller of line 34 or line 37 here and on page 1 of Form 2220, line 10 (see instructions) 38 33576. 43255. 291728. 239507. Form 2220 (2012) ** Annualized Income Installment Method Using Standard Option
JWA 212822 12-11-12 23 13550507 352174 0060 2012.03011 Robert W. Woodruff Foundati 0060___1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2012
Foundation Recipient Purpose of Grants Amount Status CULTURAL ACTIVITIES Morgan County Foundation, Inc. Phase III of a project to repair and upgrade the Madison- 434 S. Main Street 2 $100,000 Morgan Cultural Center. Madison, GA 30650 Georgia Historical Society Facility renovations to The Jepson House Education 501 Whitaker Street 2 $500,000 Center. Savannah, GA 31401 Friends of the Strand, Inc. Additional support for campaign to renovate the Strand P. O. Box 4186 1 $200,000 Theatre on the Marietta Square. Marietta, GA 30061 Robert W. Woodruff Arts Center, Inc. Capital needs of the Woodruff Arts Center. Payable over 1280 Peachtree St., N.E. 1 $7,500,000 two years. Atlanta, GA 30309 The Actor's Express New computer hardware and software and lighting 887 W. Marietta St., NW 2 improvements for administrative offices and production $60,000 Suite J-107 department. Atlanta, GA 30318
TOTAL CULTURAL ACTIVITIES $8,360,000
EDUCATION
Georgia Council on Economic Education P. O. Box 1619 1 Program support. Payable over three years. $150,000 Atlanta, GA 30301-1619
Georgia Health Sciences University Foundation, Inc. Construction of a clinical simulation lab in the Education 1 $4,000,000 1120 15th Street, AA-311 Commons building Augusta, GA 30912-7600 Association of Governing Boards of Universities and Colleges Joint initiative with NACUBO on institutional financial aid 2 $510,000 1133 20th Street, N.W. policies at colleges and universities. Washington, DC 20036 Berry College P. O. Box 490039 1 Gate of Opportunity Fund for working students. $5,000,000 Mount Berry, GA 30149-0039
Emory University Endowment to grow and enhance the Woodruff Scholars 201 Dowman Drive 1 $50,000,011 Program in Emory College. Atlanta, GA 30322
Construction of a new veterinary teaching hospital at the University of Georgia Foundation University of Georgia's College of Veterinary Medicine. The Administration Building 1 Payable when sufficient public and private funds have $5,000,000 Athens, GA 30602-1661 been secured for the project and a construction contract has been let. Mercer University Renovation of historic mansion into a performing arts 1400 Coleman Avenue 1 facility and home of the Robert McDuffie Center for $1,500,000 Macon, GA 31207 Strings. Reinhardt University Construction of a 12,680 square-foot addition to the 7300 Reinhardt College Parkway 1 $1,500,000 Samuel C. Dobbs Science Hall. Waleska, GA 30183-2981 Technical College System of Georgia Foundation Implementation of Accelerating Opportunity program to 1800 Century Place 3 help low-skilled adults earn post-secondary credentials. $200,000 Suite 275 Payable over three years. Atlanta, GA 30345 Wesleyan College Completion of Phase II of renovations and improvements 4760 Forsyth Road 2 $1,000,000 to six campus buildings to increase energy efficiency. Macon, GA 31210-4462 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2012
Foundation Recipient Purpose of Grants Amount Status Young Harris College Construction of a 125,000 square foot Campus Center as P. O. Box 98 1 $5,000,000 Young Harris transitions to a four-year college. Young Harris, GA 30582 East Lake Community Foundation, Inc. 3445 Peachtree Rd. Construction of a combined middle/high school building 1 $6,000,000 Suite 175 for Drew Charter School. Atlanta, GA 30326 International Community School Renovation of the former Medlock Elementary School in One Georgia Center 1 DeKalb County to house the International Community $500,000 3260 Covington Highway School. Avondale Estates, GA 30032 Construction of a $10 million high school building. King's Ridge Christian School Payable when sufficient funds have been raised to 2765 Bethany Road 1 complete the project and a construction contract has been $500,000 Alpharetta, GA 30004 let. The grant will expire if not claimed by September 30, 2012. Lovett School Facility and campus improvements as part of $80 million 4075 Paces Ferry Rd., N.W. 1 $1,500,000 capital campaign. Atlanta, GA 30327-3099 Museum School of Avondale Estates Campaign to renovate the former Forrest Hills Elementary 923 Forrest Boulevard 1 $500,000 School in DeKalb County to house The Museum School. Decatur, GA 30030 Project GRAD-Atlanta, Inc. Scholarships and college counseling services for Atlanta 260 Peachtree St., NW 1 high school students. $250,000 for operating support and $750,000 Suite 402 community study; $500,000 for last-dollar scholarships. Atlanta, GA 30303 Wesleyan School 5405 Spalding Drive 1 $16.4 million campaign. $2,000,000 Norcross, GA 30092
TOTAL EDUCATION $85,610,011
ENVIRONMENT The BeltLine Partnership Construction of a 1.5 mile extension of the Eastside Trail 50 Hurt Plaza, Suite 910 1 and the Gateway Entrance to the Historic Fourth Ward $1,500,000 Atlanta, GA 30303 Park.
Community Foundation of West Georgia Phase IV of the Carrollton GreenBelt, a multi-use trail in 807 South Park Street 1 $500,000 Carrollton, Georgia. Carrollton, GA 30117
Georgia Organics $1.1 million campaign to promote organic farming and 200-A Ottley Drive 1 school nutrition. $150,000 Atlanta, GA 30324 Ichauway, Incorporated 3988 Jones Center Drive 4 2012 capital and operating needs. $2,242,500 Newton, GA 39870 Ichauway, Incorporated 3988 Jones Center Drive 4 2012 capital and operating needs. $2,242,500 Newton, GA 39870 Ichauway, Incorporated 3988 Jones Center Drive 4 2012 capital and operating needs. $2,242,500 Newton, GA 39870 Ichauway, Incorporated 3988 Jones Center Drive 4 2012 capital and operating needs. $2,242,500 Newton, GA 39870 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2012
Foundation Recipient Purpose of Grants Amount Status Ichauway, Incorporated 3988 Jones Center Drive 4 2013 capital and operating needs. $5,000,000 Newton, GA 39870 The Path Foundation Construction of 34 new miles of trails as part of $11.5 P. O. Box 14327 1 $3,000,000 million Make the Connection campaign. Atlanta, GA 30324 St. Simons Land Trust Acquisition of Cannon's Point, a 617-acre tract on St. P. O. Box 24615 1 Simons Island. Payable when all funds necessary to retire $5,000,000 1624 Frederica Rd., Suite 6 the debt have been committed. St. Simons Island, GA 31522 Uptown Columbus, Inc. Chattahoochee River restoration project to preserve 1226 3rd Avenue 2 $1,000,000 habitat and create a whitewater venue. Columbus, GA 31901
TOTAL ENVIRONMENT $25,120,000
HEALTH
Georgia State University Continued support of the Georgia Health Policy Center's P. O. Box 3999 1 effort to educate and inform legislators regarding health $180,000 Atlanta, GA 30302-3999 care policy. Payable over three years.
Auditory-Verbal Center, Inc. Purchase of equipment for screening babies and children 1901 Century Circle, Suite 20 1 $50,000 for hearing issues. Atlanta, GA 30345
TOTAL HEALTH $230,000
HUMAN SERVICES
Boy Scouts of America, Flint River Council Improvements to the Flint River Adventure Area at the Box 173 1 $300,000 Gerald I. Lawhorn Scouting Base. Griffin, GA 30224
Boys & Girls Clubs of America Support of 'Great Futures' campaign. Payable over four 1275 Peachtree Street, N.E. 2 $5,000,000 years. Atlanta, GA 30309 Support of the Executive Advanced Leadership Program Boys & Girls Clubs of America in the Southeast region. Payable over three years. 1275 Peachtree Street, N.E. 2 $340,000 Atlanta, GA 30309
Covenant House Georgia Renovation of the former Bridge property to serve 2488 Lakewood Avenue, SE 1 homeless youth and program expansion. Payable over $500,000 Atlanta, GA 30315 two years. Care and Counseling Center of Georgia Expansion of the Re-Entry Chaplaincy Program to all 1814 Clairmont Road 1 $125,000 Georgia women's prisons. Payable over three years. Decatur, GA 30033 Georgia Justice Project 25th Anniversary Campaign to build the organization's 438 Edgewood Ave., NE 1 $500,000 capacity. Atlanta, GA 30312 MUST Ministries 1407 Cobb Parkway North 1 Technology upgrades at MUST's program sites. $100,000 P. O. Box 1717 Marietta, GA 30061 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2012
Foundation Recipient Purpose of Grants Amount Status Habitat for Humanity International Implementation of the Georgia ReStore Initiative to grow 270 Peachtree St., NW 1 earned revenue for Habitat affiliates. Payable over two $750,000 Suite 1300 years. Atlanta, GA 30303-1263 The Partnership Against Domestic Renovation of a new shelter in Gwinnett County for Violence 1 women and children who have been victims of domestic $750,000 P. O. Box 170225 violence. Atlanta, GA 30317
The Elaine Clark Center Construction of a new educational wing and completion of 5130 Peachtree Industrial Boulevard 1 renovations to existing building. Contingent on sufficient $500,000 Chamblee, GA 39341 funds being raised to complete the project.
TOTAL HUMAN SERVICES $8,865,000
PUBLIC AFFAIRS Atlanta Police Foundation 127 Peachtree Street 1 $8.1 million Public Safety: Next Generation Campaign. $1,000,000 201 Candler Building Atlanta, GA 30303
Capacity, Inc. Joint initiative of CAP and Midtown Alliance to beautify Grand Lobby, The Hurt Building and improve both Peachtree Street bridges over I-75/85. 1 $250,000 50 Hurt Plaza, Suite 110 Contingent on equal investments from the Downtown and Atlanta, GA 30303-2914 midtown Improvement Districts and the Georgia DOT.
Chastain Horse Park, Ltd. Capital improvements to Chastain Horse Park for capital 4371 Powers Ferry Rd., NW 1 $250,000 improvements to expand the therapeutic riding program. Atlanta, GA 30327
The Greater Atlanta Chamber Foundation Support of Forward Atlanta campaign. Payable over three 235 International Boulevard, NW 1 $2,000,000 years. Atlanta, GA 30303
University System of Georgia Foundation Establishment of the National Transportation Institute to 270 Washington Street, SW 1 be housed at the Georgia Institute of Technology. $300,000 Room 7048 Payable over three years. Atlanta, GA 30334
The Foundation Center Two-year program support and development of regional 79 Fifth Avenue 1 $325,000 Philanthropy In/Sight Initiative. Payable over two years. New York, NY 10003-3076 Georgia Center for Nonprofits Program support over three years and one-time capital 100 Peachtree St., N.W. 1 support for facility and technology upgrades associated $200,000 Suite 1500 with move. Atlanta, GA 30303 Pastoral Institute Support of servant leadership program conducted in 2022 Fifteenth Avenue 1 $1,000,000 partnership with Columbus State University. Columbus, GA 31901
TOTAL PUBLIC AFFAIRS $5,325,000
TOTAL GRANTS $133,510,011
Foundation status of recipient: 1 509(a)(1) 2 509(a)(2) 3 509(a)(3), type 1 or 2 only Private operating foundation for which we have 4 expenditure reponsibility 5 Government agency ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Part I, Line 19a and Part II, Line 14
2012 12/31/12 Date In Depreciation Accumulated 12/31/12 Net Asset Description service Life Cost Expense Depreciation Book Value
Asset Class- 5-Year Property (Computers) AV Equipment 7/1/2011 5 6,096.27 1,219.20 1,828.80 4,267.47 AV for sitting room 3/1/2012 5 1,409.46 234.90 234.90 1,174.56 AV for sitting room 3/1/2012 5 481.51 80.30 80.30 401.21 Class totals 7,987.24 1,534.40 2,144.00 5,843.24
Asset Class- 7-Year Property (Furniture, Telephones, Copiers) Board Table 7/1/2011 7 13,554.36 1,936.32 2,904.48 10,649.88 Card Access 7/1/2011 7 1,705.32 243.60 365.40 1,339.92 Card Access 7/1/2011 7 755.65 108.00 162.00 593.65 Chairs 7/1/2011 7 18,906.50 2,700.96 4,051.44 14,855.06 Credenza 7/1/2011 7 514.33 73.44 110.16 404.17 Desk Chairs 7/1/2011 7 2,112.22 301.80 452.70 1,659.52 Desks and Credenzas 7/1/2011 7 40,532.57 5,790.36 8,685.54 31,847.03 File Cabinets 7/1/2011 7 12,562.74 1,794.72 2,692.08 9,870.66 File Cabinets 7/1/2011 7 72.95 10.44 15.66 57.29 Furniture Installation 7/1/2011 7 162.12 23.16 34.74 127.38 Furniture Installation 7/1/2011 7 72.95 10.44 15.66 57.29 Furniture Installation 7/1/2011 7 875.45 125.04 187.56 687.89 Furniture Installation 7/1/2011 7 4,094.53 584.88 877.32 3,217.21 Guest Chairs 7/1/2011 7 1,867.62 266.76 400.14 1,467.48 Rug 7/1/2011 7 3,654.19 522.00 783.00 2,871.19 Rugs 7/1/2011 7 6,079.50 868.56 1,302.84 4,776.66 Sitting Room Table 7/1/2011 7 811.88 116.04 174.06 637.82 Breakroom tables 10/1/2011 7 510.68 72.96 91.20 419.48 Drapery 10/1/2011 7 2,007.45 286.80 358.50 1,648.95 Rug 10/1/2011 7 1,750.90 250.08 312.60 1,438.30 Art- Photography 10/1/2011 7 2,121.99 303.12 378.90 1,743.09 Art- Photography 10/1/2011 7 593.19 84.72 105.90 487.29 Credenza and Installation 11/1/2011 7 1,108.21 158.28 184.66 923.55 President's Desk 12/1/2011 7 3,242.40 463.20 501.80 2,740.60 Leather Chair 3/1/2012 7 710.53 84.60 84.60 625.93 Sitting room artwork 4/1/2012 7 2,736.84 293.22 293.22 2,443.62 Art- Photography 8/1/2012 7 1,399.29 83.30 83.30 1,315.99 Class totals 124,516.36 17,556.80 25,609.46 98,906.90
Asset Class- 15-Year Leasehold Improvements Leasehold Improvements 7/1/2011 15 45,930.28 3,062.04 4,593.06 41,337.22 Construction Admin 7/1/2011 15 878.65 58.56 87.84 790.81 Media and display casework 3/1/2012 15 5,973.71 331.90 331.90 5,641.81 Media and display casework 3/1/2012 15 6,171.22 342.80 342.80 5,828.42 Electrical for sitting rm 3/1/2012 15 986.04 54.80 54.80 931.24 Film to offices 6/1/2012 15 661.55 25.76 25.76 635.79 Class totals 60,601.45 3,875.86 5,436.16 55,165.29
Ichauway, Baker County, Georgia - depreciation was taken for 10 years on assets used directly in carrying out charitable purposes. Land 21,357,531.00 - - 21,357,531.00 Buildings 492,259.00 - 492,259.00 - Class totals 21,849,790.00 - 492,259.00 21,357,531.00
GRAND TOTAL 22,042,895.05 22,967.06 525,448.62 21,517,446.43 ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425 Form 990-PF, Year 2012, Page 2, Part III, Line 3 STATEMENT 8
Grant of The Coca-Cola Company common stock - NON-TAXABLE GAIN:
GRANT NON-TAXABLE DATE SHARES PRICE AMOUNT COST GAIN
Emory University 12/3/12 1,337,614 $37.38 $ 50,000,011 $ 1,216,857 $ 48,783,154
TOTAL - Other increases not included in line 2 $ 48,783,154 Robert W. Woodruff Foundation, Inc. Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c STATEMENTS 9, 10, 11 Portfolio Summary December 31, 2012
Security Type Book Value Fair Market Value
Cash Investments $ 42,995,298 $ 43,008,047
Government Obligations Government Bonds 87,351,341 93,988,116 F N M A 23,749,248 24,754,582 F H L M C 4,038,755 4,321,526 S B A 4,359,886 4,399,572 C M O (a) 28,683,757 29,912,154 STATEMENT 9 TOTAL 148,182,987 157,375,950
Corporate Bonds Corporate Bonds 87,094,989 94,352,078 A B S (b) 32,296,834 33,619,639 STATEMENT 11 TOTAL 119,391,823 127,971,717
Total Fixed Income 267,574,810 285,347,667
Corporate Stock The Coca-Cola Company 58,710,268 2,361,157,888 Diversified Equities 20,275,879 121,627,350
STATEMENT 10 TOTAL 78,986,147 2,482,785,238
Total Portfolio $ 389,556,256 $ 2,811,140,952
C M O / A B S Total (a) 28,683,757 29,912,154 (b) 32,296,834 33,619,639 60,980,591 63,531,793 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
COMMERCIAL PAPER 10,505,000 LOCAP 99.96 10,500,833 100.00 10,504,755 0.4 0.420% Due 01-02-13 2,168,000 LOCAP 99.97 2,167,241 100.00 2,167,949 0.1 0.420% Due 01-02-13 330,000 AGL Capital 99.95 329,843 100.00 329,989 0.0 0.390% Due 01-03-13 220,000 Potomac Electric Power 99.98 219,957 100.00 219,994 0.0 0.350% Due 01-03-13 525,000 Autozone 99.99 524,955 100.00 524,980 0.0 0.340% Due 01-04-13 265,000 Kansas City Power & 100.00 264,990 100.00 264,990 0.0 Light 0.350% Due 01-04-13 1,742,000 AGL Capital 99.91 1,740,510 99.99 1,741,826 0.1 0.400% Due 01-09-13 581,000 AGL Capital 99.92 580,509 99.99 580,942 0.0 0.400% Due 01-09-13 17,546,000 Spectra Energy 99.97 17,539,908 99.98 17,543,319 0.6 0.500% Due 01-11-13 4,106,000 Block Financial 99.95 4,104,038 99.98 4,105,316 0.1 0.400% Due 01-15-13 1,900,000 AGL Capital 99.95 1,899,025 99.98 1,899,645 0.1 0.420% Due 01-16-13 840,000 Puget Sound Energy 99.96 839,657 99.98 839,869 0.0 0.350% Due 01-16-13 1,831,000 Spectra Energy 99.94 1,829,937 99.97 1,830,496 0.1 0.550% Due 01-18-13 350,000 AGL Capital 99.95 349,833 99.98 349,914 0.0 0.400% Due 01-22-13 42,891,236 42,903,985 1.5
MONEY MARKET SunTrust Money Market 104,062 104,062 0.0
GOVERNMENT BONDS 2013 Maturities 3,000,000 FEDERAL NATL 100.00 3,000,000 100.62 3,018,726 0.1 MTG ASSN call 2/21/06 4.750% Due 02-21-13
1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,360,000 UNITED STATES 99.61 1,354,688 100.25 1,363,453 0.0 TREAS NTS 1.375% Due 03-15-13 2,500,000 UNITED STATES 99.02 2,475,391 100.99 2,524,708 0.1 TREAS NTS 3.125% Due 04-30-13 2,500,000 FEDERAL HOME 102.00 2,550,000 102.94 2,573,485 0.1 LOAN BANK var 5.250% Due 07-30-13 3,000,000 UNITED STATES 99.97 2,999,063 102.53 3,075,819 0.1 TREAS NTS 4.250% Due 08-15-13 12,379,141 12,556,191 0.4
2014 Maturities 2,500,000 UNITED STATES 102.93 2,573,340 104.24 2,605,958 0.1 TREAS NTS 4.000% Due 02-15-14 3,000,000 FEDERAL HOME LN 97.90 2,937,000 105.24 3,157,263 0.1 MTG CORP call 4/2/07 4.500% Due 04-02-14 2,500,000 FEDERAL HOME 99.90 2,497,425 106.69 2,667,198 0.1 LOAN BANK 4.875% Due 06-13-14 1,000,000 FEDERAL HOME 99.68 996,810 107.38 1,073,795 0.0 LOAN BANK 5.375% Due 06-13-14 2,500,000 FEDERAL HOME 100.74 2,518,500 108.45 2,711,260 0.1 LOAN BANK 4.750% Due 12-12-14 11,523,075 12,215,473 0.4
2015 Maturities 2,000,000 FEDERAL HOME LN 99.54 1,990,800 100.10 2,001,986 0.1 BKS 0.375% Due 03-13-15 2,000,000 UNITED STATES 103.55 2,070,938 104.97 2,099,376 0.1 TREAS NTS 2.500% Due 03-31-15
2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 UNITED STATES 100.69 1,006,875 103.88 1,038,750 0.0 TREAS NTS 1.875% Due 06-30-15 2,000,000 FEDERAL NATL 101.69 2,033,760 105.14 2,102,714 0.1 MTG ASSN 2.375% Due 07-28-15 1,600,000 UNITED STATES 97.32 1,557,125 102.54 1,640,626 0.1 TREAS NTS 1.250% Due 10-31-15 2,000,000 UNITED STATES 97.66 1,953,125 102.94 2,058,750 0.1 TREAS NTS 1.375% Due 11-30-15 1,020,000 FEDERAL HOME LN 101.44 1,034,644 102.92 1,049,832 0.0 BKS 1.375% Due 12-11-15 2,000,000 FEDERAL HOME LN 101.10 2,022,020 105.76 2,115,136 0.1 BKS 2.375% Due 12-11-15 13,669,287 14,107,170 0.5
2016 Maturities 1,500,000 FEDERAL FARM 100.14 1,502,040 110.09 1,651,361 0.1 CREDIT BANK 3.750% Due 01-29-16 2,500,000 UNITED STATES 95.45 2,386,328 112.71 2,817,773 0.1 TREAS NTS 4.500% Due 02-15-16 1,500,000 FEDERAL HOME LN 100.00 1,500,000 100.55 1,508,232 0.1 MTG CORP, call 2/24/14 0.850% Due 02-24-16 2,000,000 UNITED STATES 102.88 2,057,500 107.25 2,145,000 0.1 TREAS NTS 2.625% Due 04-30-16 2,750,000 FEDERAL HOME 103.39 2,843,225 117.49 3,230,917 0.1 LOAN BANK 5.375% Due 09-09-16 1,500,000 FEDERAL FARM 103.21 1,548,075 116.52 1,747,749 0.1 CREDIT BANK 5.200% Due 09-15-16
3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,000,000 FEDERAL NATL 98.22 1,964,380 105.67 2,113,334 0.1 MTG ASSN 2.125% Due 09-21-16 2,000,000 FEDERAL FARM 96.75 1,934,920 104.91 2,098,144 0.1 CREDIT BANK 1.875% Due 11-22-16 15,736,468 17,312,509 0.6
2017 Maturities 2,000,000 FEDERAL FARM 100.55 2,011,000 108.06 2,161,226 0.1 CREDIT BANK 2.700% Due 01-27-17 1,250,000 FEDERAL FARM 100.22 1,252,706 118.12 1,476,511 0.1 CREDIT BANK 5.100% Due 02-22-17 2,000,000 FEDERAL HOME LN 102.03 2,040,694 101.76 2,035,296 0.1 BKS call 3/6/14 1.625% Due 03-06-17 2,000,000 FEDERAL HOME LN 99.75 1,994,900 101.27 2,025,490 0.1 MTG CORP 1.000% Due 03-08-17 1,500,000 FEDERAL FARM 96.56 1,448,400 115.03 1,725,398 0.1 CREDIT BANK 4.250% Due 04-17-17 1,000,000 FEDERAL FARM 102.89 1,028,920 118.69 1,186,850 0.0 CREDIT BANK 5.100% Due 04-25-17 750,000 FEDERAL NATL 100.76 755,663 101.33 759,995 0.0 MTG ASSN, callable 1.350% Due 04-25-17 2,500,000 FEDERAL FARM 101.58 2,539,575 118.91 2,972,718 0.1 CREDIT BANK 5.050% Due 05-18-17 1,000,000 FEDERAL FARM 99.09 990,875 120.36 1,203,620 0.0 CREDIT BANK 5.400% Due 06-08-17 1,000,000 UNITED STATES 99.81 998,125 108.34 1,083,359 0.0 TREAS NTS 2.500% Due 06-30-17
4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 FEDERAL HOME 100.00 1,000,000 116.56 1,165,598 0.0 LOAN BANK 4.625% Due 09-08-17 1,250,000 FEDERAL FARM 99.53 1,244,163 119.45 1,493,178 0.1 CREDIT BANK 5.000% Due 09-22-17 1,000,000 UNITED STATES 95.28 952,813 105.63 1,056,328 0.0 TREAS NTS 1.875% Due 10-31-17 2,000,000 FEDERAL HOME LN 100.98 2,019,680 111.13 2,222,518 0.1 BKS 3.125% Due 12-08-17 20,277,513 22,568,083 0.8
2018 Maturities 2,000,000 FEDERAL HOME 99.45 1,988,940 118.81 2,376,146 0.1 LOAN BANK 4.750% Due 06-08-18 1,500,000 FEDERAL FARM 107.03 1,605,465 122.16 1,832,358 0.1 CREDIT BANK 5.050% Due 08-01-18 3,594,405 4,208,504 0.1
2019 Maturities 2,850,000 UNITED STATES 98.94 2,819,719 116.45 3,318,691 0.1 TREAS NTS 3.625% Due 08-15-19
2020 Maturities 1,700,000 UNITED STATES 98.48 1,674,234 116.84 1,986,345 0.1 TREAS NTS 3.625% Due 02-15-20
2021 Maturities 2,400,000 FEDERAL NATL 100.00 2,400,000 100.54 2,413,078 0.1 MTG ASSN, callable 1.750% Due 04-30-21
5 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2022 Maturities 3,000,000 FEDERAL HOME LN 109.25 3,277,500 110.07 3,302,073 0.1 BKS call 3/7/17 3.500% Due 03-07-22 87,351,341 93,988,116 3.3
CORPORATE BONDS 2013 Maturities 1,500,000 BERKSHIRE 100.30 1,504,500 100.18 1,502,685 0.1 HATHAWAY 2.125% Due 02-11-13 2,000,000 HEWLETT-PACKARD 107.17 2,143,395 100.53 2,010,650 0.1 4.500% Due 03-01-13 2,000,000 MBNA CORP 104.22 2,084,340 100.84 2,016,810 0.1 6.125% Due 03-01-13 1,020,000 BANK NEW YORK 107.21 1,093,491 101.02 1,030,389 0.0 MELLON 4.500% Due 04-01-13 1,750,000 VERIZON 101.97 1,784,510 101.37 1,773,958 0.1 COMMUNICATIONS 5.250% Due 04-15-13 1,000,000 CAROLINA POWER 105.49 1,054,880 103.32 1,033,220 0.0 & LIGHT 5.125% Due 09-15-13 500,000 GEORGIA POWER 109.50 547,480 104.44 522,179 0.0 CO. 6.000% Due 11-01-13 10,212,596 9,889,890 0.4
2014 Maturities 1,000,000 ANHEUSER-BUSCH 98.63 986,340 104.47 1,044,740 0.0 4.950% Due 01-15-14 638,000 ROCHE HOLDINGS 101.83 649,682 105.05 670,191 0.0 5.000% Due 03-01-14 2,000,000 MORGAN STANLEY 95.97 1,919,440 103.55 2,070,950 0.1 4.750% Due 04-01-14 2,354,000 AMERICAN 99.22 2,335,639 100.90 2,375,120 0.1 EXPRESS var 1.096% Due 06-24-14 2,000,000 PITNEY BOWES INC 96.57 1,931,354 105.71 2,114,288 0.1 4.875% Due 08-15-14
6 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,500,000 BELLSOUTH CORP 98.79 1,481,865 107.41 1,611,174 0.1 5.200% Due 09-15-14 9,304,320 9,886,463 0.4
2015 Maturities 1,000,000 MERCK & CO 96.67 966,650 109.01 1,090,076 0.0 4.750% Due 03-01-15 1,045,000 E.I. DUPONT DE 98.37 1,027,946 108.82 1,137,201 0.0 NEMOURS 4.750% Due 03-15-15 1,250,000 SHELL 102.07 1,275,925 105.94 1,324,203 0.0 INTERNATIONAL FINANCE 3.100% Due 06-28-15 2,000,000 JP MORGAN CHASE 96.24 1,924,760 109.91 2,198,294 0.1 & CO 5.150% Due 10-01-15 815,000 BANK OF AMERICA 100.44 818,553 100.51 819,167 0.0 1.500% Due 10-09-15 2,450,000 DIAGEO FINANCE BV 112.50 2,756,250 112.25 2,750,071 0.1 5.300% Due 10-28-15 8,770,084 9,319,012 0.3
2016 Maturities 1,500,000 ORACLE CORP 95.43 1,431,435 113.16 1,697,415 0.1 5.250% Due 01-15-16 2,000,000 CISCO SYSTEMS 101.75 2,035,030 114.31 2,286,110 0.1 5.500% Due 02-22-16 1,500,000 HOME DEPOT 100.83 1,512,405 114.24 1,713,624 0.1 5.400% Due 03-01-16 2,000,000 WELLS FARGO var 107.35 2,147,040 108.11 2,162,208 0.1 3.676% Due 06-15-16 2,000,000 CONOCOPHILLIPS 102.74 2,054,898 117.27 2,345,316 0.1 CANADA 5.625% Due 10-15-16 2,000,000 GENERAL ELECTRIC 106.57 2,131,480 107.34 2,146,772 0.1 CAPITAL CORP 3.350% Due 10-17-16 1,000,000 SIEMENS FINAN 102.98 1,029,820 115.92 1,159,190 0.0 5.750% Due 10-17-16
7 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
500,000 GULF POWER CO. 102.54 512,720 113.09 565,473 0.0 5.300% Due 12-01-16 1,000,000 WELLS FARGO 103.57 1,035,650 105.54 1,055,366 0.0 2.625% Due 12-15-16 13,890,478 15,131,474 0.5
2017 Maturities 1,500,000 GOLDMAN SACHS 95.76 1,436,460 109.72 1,645,766 0.1 GROUP INC 5.625% Due 01-15-17 2,000,000 TARGET CORP 98.18 1,963,660 117.71 2,354,232 0.1 5.375% Due 05-01-17 1,900,000 NEW YORK LIFE 99.69 1,894,015 101.84 1,934,956 0.1 GLOBAL 1.650% Due 05-15-17 1,500,000 ADT CORP 101.48 1,522,260 99.21 1,488,087 0.1 2.250% Due 07-15-17 2,325,000 CAMPBELL SOUP, 100.94 2,346,925 108.11 2,513,581 0.1 callable 3.050% Due 07-15-17 1,500,000 BANK OF AMERICA 101.84 1,527,570 117.10 1,756,523 0.1 6.000% Due 09-01-17 1,500,000 DEUTSCHE BANK 108.81 1,632,195 119.90 1,798,553 0.1 AG LONDON 6.000% Due 09-01-17 1,500,000 MCDONALD'S CORP 102.65 1,539,690 121.50 1,822,443 0.1 5.800% Due 10-15-17 13,862,775 15,314,139 0.5
2018 Maturities 1,500,000 CREDIT SUISSE NEW 105.87 1,587,983 114.97 1,724,508 0.1 YORK 6.000% Due 02-15-18 1,500,000 MIDAMERICAN 101.29 1,519,275 119.51 1,792,706 0.1 ENERGY CO. 5.300% Due 03-15-18 1,000,000 PACIFICORP 104.92 1,049,180 122.16 1,221,588 0.0 5.650% Due 07-15-18
8 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,900,000 SOUTH CAROLINA 107.14 2,035,688 119.52 2,270,823 0.1 ELECTRIC & GAS 5.250% Due 11-01-18 6,192,126 7,009,625 0.2
2019 Maturities 1,000,000 NOVARTIS SECS 101.20 1,012,000 119.52 1,195,174 0.0 INVEST LTD 5.125% Due 02-10-19 1,500,000 HONEYWELL 99.40 1,491,045 118.93 1,783,887 0.1 INTERNATIONAL 5.000% Due 02-15-19 1,000,000 PRINCETON 101.17 1,011,660 119.13 1,191,260 0.0 UNIVERSITY, callable 4.950% Due 03-01-19 1,000,000 DUKE ENERGY OHIO 102.71 1,027,070 120.51 1,205,064 0.0 5.450% Due 04-01-19 1,500,000 BB&T 113.12 1,696,770 127.34 1,910,096 0.1 6.850% Due 04-30-19 1,700,000 WESTPAC BANKING 104.52 1,776,789 116.67 1,983,312 0.1 4.875% Due 11-19-19 8,015,334 9,268,792 0.3
2020 Maturities 1,705,000 MOTIVA 106.78 1,820,565 121.16 2,065,734 0.1 ENTERPRISES 5.750% Due 01-15-20 1,705,000 FLORIDA POWER 100.56 1,714,497 114.96 1,960,088 0.1 CORP 4.550% Due 04-01-20 2,500,000 PNC FUNDING CORP 99.88 2,497,075 114.06 2,851,400 0.1 4.375% Due 08-11-20 1,700,000 WAL-MART STORES 94.54 1,607,163 108.88 1,850,877 0.1 3.250% Due 10-25-20 1,000,000 PUBLIC SERVICE 93.21 932,140 109.10 1,091,044 0.0 COLORADO 3.200% Due 11-15-20 8,571,440 9,819,143 0.3
9 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2021 Maturities 1,700,000 METLIFE 101.95 1,733,218 116.11 1,973,907 0.1 4.750% Due 02-08-21 1,700,000 ARCHER-DANIELS 102.92 1,749,589 112.98 1,920,665 0.1 MIDLAND var 4.479% Due 03-01-21 3,482,807 3,894,573 0.1
2022 Maturities 1,500,000 TIME WARNER 104.10 1,561,500 104.31 1,564,619 0.1 3.400% Due 06-15-22 1,685,000 CME GROUP 102.38 1,725,170 101.46 1,709,677 0.1 3.000% Due 09-15-22 1,500,000 JPMORGAN CHASE 100.42 1,506,360 102.98 1,544,672 0.1 & CO 3.250% Due 09-23-22 4,793,030 4,818,967 0.2 87,094,989 94,352,078 3.4
F N M A F N M A 978,278 F N M A POOL 104.91 1,026,274 113.04 1,105,855 0.0 #467458 var 4.130% Due 03-01-18 2,449,494 F N M A POOL 103.94 2,545,943 112.56 2,757,126 0.1 #467658 3.980% Due 04-01-18 1,000,000 F N M A POOL 101.53 1,015,313 110.78 1,107,780 0.0 #467728 3.540% Due 04-01-18 457,880 F N M A POOL 99.95 457,666 107.85 493,806 0.0 #254952 4.500% Due 11-01-18 1,974,046 F N M A POOL 104.94 2,071,514 108.21 2,136,135 0.1 #470282 2.880% Due 01-01-19 377,081 F N M A POOL 103.87 391,692 107.52 405,418 0.0 #470344 2.740% Due 01-01-19
10 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,500,000 F N M A POOL 103.55 1,553,203 107.29 1,609,290 0.1 #470980 2.680% Due 04-01-19 1,978,353 F N M A POOL 101.88 2,015,447 105.22 2,081,662 0.1 #471184 2.440% Due 05-01-19 1,497,457 F N M A POOL 102.11 1,529,044 101.86 1,525,264 0.1 #AM1189 1.680% Due 11-01-19 5,700 F N M A POOL 100.00 5,700 120.49 6,867 0.0 #050310 10.000% Due 05-01-20 1,000,000 F N M A POOL 103.40 1,034,023 102.48 1,024,820 0.0 #AM0640 2.210% Due 05-01-21 1,500,000 F N M A POOL 101.56 1,523,438 106.10 1,591,530 0.1 #470706 2.920% Due 03-01-22 890,646 F N M A POOL 104.63 931,838 106.43 947,905 0.0 #471081 3.240% Due 04-01-22 1,142,393 F N M A POOL 105.45 1,204,689 106.14 1,212,559 0.0 #471739 2.930% Due 06-01-22 1,000,000 F N M A POOL 103.62 1,036,172 105.04 1,050,370 0.0 #471745 2.750% Due 08-01-22 916,030 F N M A POOL 101.73 931,917 109.65 1,004,454 0.0 #255047 5.500% Due 01-01-24 470,532 F N M A POOL 104.12 489,941 109.89 517,053 0.0 #255271 5.000% Due 06-01-24 70,179 F N M A POOL 98.38 69,038 119.17 83,631 0.0 #346951 7.500% Due 05-01-26 663,113 F N M A POOL 98.67 654,306 108.95 722,462 0.0 #744602 5.000% Due 10-01-33 363,457 F N M A POOL 101.13 367,546 108.70 395,077 0.0 #773717 5.000% Due 04-01-34
11 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,017,929 F N M A POOL 105.91 2,137,113 106.88 2,156,803 0.1 #AL0037 var 2.542% Due 09-01-35 756,073 F N M A POOL 100.18 757,432 108.29 818,714 0.0 #879091 var 5.554% Due 06-01-36 23,749,248 24,754,582 0.9 23,749,248 24,754,582 0.9
F H L M C F H L M C 52,342 F H L M C POOL 101.13 52,931 108.23 56,648 0.0 #E88726 6.000% Due 04-01-17 72,357 F H L M C POOL 100.73 72,889 107.24 77,598 0.0 #E01162 5.500% Due 05-01-17 769,966 F H L M C POOL 101.27 779,710 107.59 828,391 0.0 #E96445 5.000% Due 06-01-18 554,033 F H L M C POOL 99.86 553,254 106.92 592,389 0.0 #E01489 4.500% Due 11-01-18 313,355 F H L M C POOL 99.89 313,012 105.88 331,771 0.0 #B13421 4.000% Due 04-01-19 7,029 F H L M C POOL 99.97 7,027 119.38 8,391 0.0 #360106 10.000% Due 05-01-20 151,525 F H L M C POOL 99.47 150,720 109.31 165,631 0.0 #C90570 5.500% Due 06-01-22 1,029,248 F H L M C POOL 104.19 1,072,347 107.61 1,107,532 0.0 #C90719 5.000% Due 10-01-23 45,517 F H L M C POOL 95.81 43,611 118.63 53,996 0.0 #C80396 7.000% Due 04-01-26 476,711 F H L M C POOL 97.44 464,495 108.28 516,173 0.0 #C91033 5.500% Due 06-01-27
12 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
536,810 F H L M C POOL 98.50 528,758 108.61 583,008 0.0 #A15349 5.000% Due 11-01-33 4,038,755 4,321,526 0.2 4,038,755 4,321,526 0.2
S B A S B A 1,618,544 S B A POOL #509118 108.00 1,748,027 107.09 1,733,266 0.1 var 3.825% Due 08-25-19 2,415,592 S B A POOL #509124 108.13 2,611,859 110.38 2,666,306 0.1 var 2.575% Due 10-25-36 4,359,886 4,399,572 0.2 4,359,886 4,399,572 0.2
C M O / A B S C M O / A B S 130,577 C M O F H L M C 97.53 127,353 102.22 133,473 0.0 2645-BA 4.500% Due 02-15-18 1,368,641 C M O F H L M C 99.81 1,366,075 102.00 1,396,027 0.0 3649- HB 2.000% Due 11-15-18 827,411 S B I C 2010-10B A 104.25 862,576 103.62 857,393 0.0 3.215% Due 09-10-20 447,477 S B A P 2004-20C 1 107.50 481,038 109.93 491,925 0.0 4.340% Due 03-01-24 1,645,394 S B A P 2004-20L 1 106.62 1,754,401 112.65 1,853,568 0.1 4.870% Due 12-01-24 1,222,367 S B A P 2005-20E 1 106.50 1,301,821 112.01 1,369,130 0.0 4.840% Due 05-01-25 1,081,678 S B A P 2006-20L 104.66 1,132,044 112.58 1,217,749 0.0 5.120% Due 12-01-26 2,062,024 S B A P 2008-20B 1 107.30 2,212,649 114.85 2,368,239 0.1 5.160% Due 02-01-28 2,093,800 S B A P 2009-20H 1 109.00 2,282,241 111.14 2,327,103 0.1 4.450% Due 08-01-29 2,645,397 S B A P 2009-20I 1 103.25 2,731,372 110.56 2,924,687 0.1 4.200% Due 09-01-29
13 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
3,500,000 C M B S L B - U B S 106.57 3,729,844 106.29 3,720,290 0.1 2004-C7 4.786% Due 10-15-29 1,764,417 S B A P 2010-20I 1 101.41 1,789,229 107.81 1,902,133 0.1 3.210% Due 09-01-30 15,060 C M O F N M A 101.63 15,304 100.02 15,063 0.0 2002-82 QD 5.500% Due 02-25-32 2,761,656 C M O G N M A 97.75 2,699,519 104.39 2,882,782 0.1 2003-66 EH 5.000% Due 05-20-32 2,000,000 S B A P 2012-20G 1 101.47 2,029,375 103.99 2,079,894 0.1 2.380% Due 07-01-32 752,824 C M O F H L M C 96.59 727,181 101.44 763,650 0.0 3165-ND 5.500% Due 10-15-34 1,308,213 C M O G N M A 102.69 1,343,371 102.61 1,342,305 0.0 2009-93 EJ 3.500% Due 05-20-35 3,000,000 C M O F N M A 99.25 2,977,500 107.29 3,218,730 0.1 2006-117 PD 5.500% Due 07-25-35 1,350,000 C M B S C S F B 108.53 1,465,172 107.50 1,451,210 0.1 2005-C2 A4 4.832% Due 04-15-37 2,500,000 C M B S C S F B 107.75 2,693,750 106.98 2,674,475 0.1 2004-C5 A4 var 4.829% Due 11-15-37 1,298,574 C M O F H L M C 106.16 1,378,518 101.94 1,323,741 0.0 3986 P 4.000% Due 03-15-39 2,575,000 C M B S M L M T 98.63 2,539,594 102.50 2,639,401 0.1 2004-KEY A3 4.615% Due 08-12-39 1,390,499 C M O F N M A 105.87 1,472,191 103.89 1,444,562 0.1 2010-57 AP 4.500% Due 08-25-39 2,321,000 C M B S B S C M S 99.94 2,319,549 110.95 2,575,080 0.1 2005-T20 A4A var 5.302% Due 10-12-42
14 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,500,000 C M B S M S C 107.25 2,681,250 105.42 2,635,375 0.1 2008-T29 A3 var 6.279% Due 01-11-43 2,000,000 C M B S M L M T 103.77 2,075,469 110.52 2,210,300 0.1 2005-LC 1 var 5.452% Due 01-12-44 2,500,000 C M B S J P M C C 100.33 2,508,203 111.46 2,786,425 0.1 2005-LDP5 A4 var 5.345% Due 12-15-44 2,000,000 C M B S J P M C C 104.38 2,087,500 109.10 2,181,900 0.1 2012-C6 A3 3.507% Due 05-17-45 1,000,000 C M B S J P M C C 103.00 1,030,000 102.93 1,029,250 0.0 2012-C8 A2 1.797% Due 10-15-45 2,965,000 C M B S J P M C C 108.11 3,205,463 112.69 3,341,140 0.1 2011-C4 A3 4.106% Due 07-15-46 2,000,000 C M B S G N M A 102.53 2,050,625 110.90 2,218,020 0.1 2011-42 B 4.030% Due 07-16-47 2,660,000 C M B S G E C M C 97.59 2,595,994 107.84 2,868,464 0.1 2005-CL A5 4.772% Due 06-10-48 1,238,104 C M B S B S C M S 106.16 1,314,422 104.06 1,288,310 0.0 2007-PW17 A3 5.736% Due 06-11-50 60,980,591 63,531,793 2.3 60,980,591 63,531,793 2.3
THE COCA-COLA COMPANY 65,135,390 THE COCA-COLA 0.90 58,710,268 36.25 2,361,157,888 84.0 COMPANY
COMMON STOCK 20,968 AGL RESOURCES INC 20.26 424,710 39.97 838,091 0.0 140,463 AMERICAN EXPRESS 6.11 858,394 57.48 8,073,813 0.3 28,092 AMERIPRISE 4.35 122,289 62.63 1,759,402 0.1 FINANCIAL INC 79,500 AT&T INC 5.48 435,807 33.71 2,679,945 0.1
15 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 2, Part II, Lines 2 and 10 a,b,c Statements 9, 10, 11 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2012
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
68,624 BANK OF AMERICA 5.32 364,860 11.61 796,725 0.0 CORPORATION 25,728 BRISTOL-MYERS 2.56 65,803 32.59 838,476 0.0 SQUIBB 4,910 DOMINION 4.74 23,281 51.80 254,338 0.0 RESOURCES INC 20,210 DU PONT DE 29.59 597,963 44.98 909,015 0.0 NEMOURS & CO 62,915 DUKE ENERGY 22.78 1,433,093 63.80 4,013,977 0.1 261,280 EXXON 8.28 2,163,465 86.55 22,613,784 0.8 9,601 FRONTIER 3.74 35,886 4.28 41,092 0.0 COMMUNICATIONS 230,352 GENERAL ELECTRIC 3.13 721,909 20.99 4,835,088 0.2 302,053 JP MORGAN CHASE 6.99 2,110,367 43.97 13,280,999 0.5 & CO 119,700 NORFOLK 7.36 881,125 61.84 7,402,248 0.3 SOUTHERN 78,800 PFIZER 17.66 1,391,608 25.08 1,976,249 0.1 320,000 PROCTER & GAMBLE 3.47 1,111,230 67.89 21,724,800 0.8 90,160 SOUTHERN 9.07 818,143 42.81 3,859,750 0.1 COMPANY 16,000 SPECTRA ENERGY 6.42 102,720 27.38 438,080 0.0 CORP 715,562 SUNTRUST BANKS 8.28 5,922,572 28.35 20,286,183 0.7 39,928 UNITED 3.65 145,922 82.01 3,274,495 0.1 TECHNOLOGIES 40,000 VERIZON 13.62 544,731 43.27 1,730,800 0.1 COMMUNICATIONS 20,275,879 121,627,350 4.3
TOTAL PORTFOLIO 389,556,256 2,811,140,952 100.0
16 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s 2012 Annual Report to the Trustees of Ichauway, Inc.
Green Grove Fire, Fire Ichauway Photo by Richard T. Bryant
April 2, 2013
Submitted by Lindsay R. Boring, Ph.D. Director
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Introduction and Summary
The Joseph W. Jones Ecological Research Center at Ichauway seeks to understand, to demonstrate, and to promote excellence in natural resource management and conservation of the landscape of the southeastern Coastal Plain of the United States.
Jones Center programs span and integrate natural resource conservation using many tools. These range from fi ve long-term research projects to partnered university-level education and outreach activities focusing upon natural resource managers, state and federal agencies, policy-makers and private landowners. This past year was very productive as our activities continue to reach many people and organizations both in and outside our region and continue to increase in quality. The number of scientifi c publications was sustained, and the quality remained high with many overview/integrative papers. The Center sponsored over 40 onsite educational and outreach events with approximately 604 participants who averaged over two contact days each, and an Open House attracted an additional 531 visitors. Natural resource management activities contribute visionary and innovative approaches that improve forest, watershed and wildlife values of Ichauway. The Conservation program also provides an exceptional platform upon which we continue to build and evolve new educational and research projects. We are poised for a milestone year in 2013 as we will commemorate our twentieth year of successful programs, and will graduate our one hundredth participant in the cooperative university graduate student program.
Scientifi c Advisory Committee
Dr. Robert Naiman is now serving a rotation as the Chair of the SAC, effective January 1, 2013. He and the former Chair, Gene Likens, conducted a joint visit together with staff during August 21-24. Below are summary comments from outgoing Chair Likens following the visit:
“I had a rewarding summer visit to the Jones Center during 21-24 August 2012. Overall, I think the comment that I made in my introduction to the graduate students summarizes my reaction well, that I really couldn’t have imagined this high level of program activity and achievement 20 years ago! I was particularly pleased to see the progress made on the (Ichauway) Conference planned for October 2013…I enjoyed the fi eld trips very much. It probably has to do with my background and interests, but I believe that a fi eld trip is actually the most effi cient way to evaluate what is going on in a research or conservation project…Our various meetings with the Wildlife Research, America’s Longleaf Initiative, Drought and Landuse Assessment, and Wetlands Research groups generally showed excellent progress, mature programs and visionary planning, and don’t require detailed comment here…The graduate students constantly are a joy and the current group was no exception. The quality was uniformly high and the level of enthusiasm was exceptional.”
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This was a very useful joint visit given the transitional leadership of the SAC. Chair Likens has rotated from the regular SAC this year ,and his membership slot is being fi lled with a new aquatic ecologist, Brian Richter, who leads The Nature Conservancy’s Global Freshwater Initiative. Mr. Richter visited the Jones Center as our 2012 Distinguished Lecturer October 29 through November 2, and was later selected to serve on the SAC beginning in 2013. Dr. Jerry Franklin also made an individual visit to the Center during the year, concurrent with participating in one of our Ecological Forestry Workshops in the autumn. Robert Larimore, natural resource manager with US Department of Defense was deployed in the middle-east for the entire year and could not make a trip.
Research
General
Our Center funded long-term research is organized into fi ve fl agship projects, described in more detail below. These projects are led by our scientists but were enhanced by six visiting scientists, over 40 other collaborators, 28 graduate students, ten new external research grants awarded in 2012, and by education activities and events associated with each project.
These long-term research projects are provided with stable funding and are reviewed, revised and renewed on fi ve year cycles. In the Center’s nineteen years of research many of these projects now have longevity of data records which provide unique and highly valuable scientifi c and applied insights. Most exceed those of the usual research projects conducted elsewhere, which are generally short-term and funded annually or in two to three year spans. A good example is our wildlife predator research, which utilizes electric fences around four blocks of approximately 100 acres each to close out predators from prey species and examine ecological relationships among animal species and grazed vegetation. This research has been conducted for over ten years and has the longest continuity of data and one of the most valuable long term datasets among comparable wildlife programs.
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Research Projects
The fl agship research projects are complemented with additional but related outside funded projects that either expand our Ichauway projects, or extend our studies to be regional in scope with other valuable sites, cooperators and issues outside of Ichauway. In 2012 these were the key features for each long-term project:
1) Productivity and Biodiversity Patterns: Controls in a Coastal Plain Landscape: This project is being revised into a carbon focused study with a three-year plan. It is centered around the University of Alabama’s three eddy-covariance towers and several newly designated fi eld plots surrounding them. The tower data and fi eld data are being integrated and published with collaborators at University of Edinburgh. A peer-review was conducted and the project was revised and approved for a three year research plan. An outside funded, model carbon sequestration project was completed this past year in partnership with the Pacifi c Forest Trust and was successfully published. In addition the towers are periodically instrumented to collect air quality data associated with prescribed burning.
2) Ecological Forestry: This project is transitioning into a broader scope of research that continues the ongoing Stoddard-Neel silvicultural and prescribed fi re studies but will expand to the landscape scale including longleaf pine restoration practices related to wildlife habitat and key species. A startup project on Restoration is beginning with preliminary studies of new directions and approaches. A new proposal with several investigators will be submitted over the next year, and it will integrate features of both projects.
3) Hydrologic Variation in the Lower Flint River Basin: New sampling designs addressing environmental fl ows in critical sections of the watershed have resulted from the addition of a new senior scientist to the project this past year. Scientists organized and hosted a workshop on ACF Basin Ecohydrology to promote communication among numerous research and conservation organizations which address water management and research issues.
4) Ecological Role of Mesopredators, Effects of Control and Habitat Approaches: Research has expanded within the predator exclosure study to better understand deer population and foraging behavioral infl uences upon vegetation and forest structure related to stress from coyote predation. Fire ant infl uences upon small mammals and lizards are also being examined in smaller scale experimental exclosures to better understand their impacts upon native wildlife. Gopher Tortoise research, regional monitoring, outreach and policy advisement was expanded this past year in response to the tortoise being considered for federal
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listing status. We signed a Candidate Conservation Agreement to work toward better regional conservation of the species and to avoid federal listing.
5) Depressional Wetlands in the Coastal Plain Landscape: Research has been deployed throughout the Dougherty Plain to assess the impacts of urban and agricultural land use conversions on the ecological services of limesink wetlands. Current research is addressing land use issues related to hydrology, wildlife, mosquito species and populations, and climatic variability. Some parts of this work ultimately will be integrated with water resource studies within the Flint River Basin study.
Highlights
In addition to the above, several other general research related achievements were attained this past year and these highlights follow:
1) Funding was awarded by the National Science Foundation and matched by the Department of Defense and the USDA Forest Service Southern Research Station to sponsor a 2013 Ichauway Research Conference on the complex interactions of climate, landuse and invasive species effects on the future management of ecosystems.
2) Brian Richter (The Nature Conservancy Global Freshwater Team Leader) was the 2012 Ichauway Distinguished Lecturer.
3) The Jones Center began hosting the National Ecological Observatory Network (NEON) after being selected as one of three partnering research sites in the southeast. The instrument tower and most civil construction were completed this past year with installation of terrestrial and aquatic sensor systems to follow in 2013.
4) A partnership project with the Pacifi c Forest Trust funded by the Dobbs Foundation resulted in a publication about a model study of longleaf pine carbon storage. This revealed some major challenges of integrating carbon science and forest management /prescribed fi re into policies related to carbon trading and sequestration.
5) The UGA Press book Natural Communities of Georgia, co-authored by Dr. Kay Kirkman, was completed and in press. Her contributions were to write major sections about conservation, and the regional description of coastal plain natural history, including much of the Jones Center’s cumulative research and knowledge.
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Productivity
Our research program continues to achieve a high level of productivity. In 2012 our Staff published (or had in press) 42 articles in peer-reviewed research journals and thirteen outreach and other publications. Numerous presentations were given by staff and graduate students at national and regional professional meetings. A total of 28 graduate students from fi ve universities were supported by the Center in this past year.
External Support and Collaboration
Our staff secured external funding for research and outreach programs that is compatible with organizational objectives. These awards in 2012 were $509,328 for eighteen projects from the following sources:
1) US Department of Defense Strategic Environmental Research and Development Program (DOD-SERDP) (1) 2) National Fish and Wildlife Foundation (NFWF) (3) 3) US Department of Defense at Moody Air Force Base (1) 4) The Nature Conservancy (1) 5) GA Department of Natural Resources (3) 6) USDA Forest Service Southern Research Station (2) 7) US Department of Energy (DOE), National Institute for Climate Change Research at Duke University (1) 8) US Fish and Wildlife Service (2) 9) US Department of the Army (University of Missouri) (1) 10) National Science Foundation (1) 11) National Wild Turkey Federation (1) 12) R. Howard Dobbs Foundation (1)
Education and Outreach
General
Our Education and Outreach program had a very active year with 40 groups and 604 participants visiting the Center for workshops, fi eld tours, university accredited Maymester courses, continuing education courses, and special events. Besides university students (42% of total) we had numerous special events for natural resource professionals, agencies, and other conservation groups (58%). The average contact time for visitors this past year was 2.2 days each. We also attracted 531 visitors to our Open House. All staff participated in these programs, which are
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generally led and coordinated by Education Staff. Both Research and Conservation staff are key participants, and most have these activities included as supplemental parts of their job descriptions. There are also signifi cant contributions that the Jones Center makes regionally and nationally by participating in off-site regional and national meetings, partnering with other organizations, and as science and conservation advisors on topics such as regional water resources, longleaf pine restoration and management, and prescribed fi re. Highlights on several of these topics are below with details listed in the Appendix.
On-Site Education and Outreach Activities
A total of ten university student groups attended Center short courses, fi eld tours, and other events, with visits ranging from one to three days. Field trip topics included forest ecology, fi re ecology, wildlife management, forestry, conservation biology, wetland ecology, hydrology and aquatic ecology. Ten different universities were represented this past year, with most groups from University of Georgia, University of Florida, and others from Georgia such as Emory, Berry, and Mercer.
We also conducted four week-long “Maymester” classes for UGA and UF as 2 se- mester hour courses for advanced undergraduates and graduate students. The courses were Prescribed Fire, Longleaf Pine Ecology and Management, Coastal Plain Ecosystems and Conservation, and Wildlife Field Methods.
Our education/outreach events and advisement for natural resource professionals, agencies and other organizations have steadily grown to comprise 58% of our total annual attendance. The diversity of our staff permits us to offer a broad range of on-site activities and events, especially in the areas of prescribed fi re, ecological restoration, ecology and management of longleaf pine, imperiled species manage- ment, and water resource issues.
There were two very important meetings at Ichauway this past year with state agency heads of the GA Department of Natural Resources, including the Wildlife Resources Division and the Environmental Protection Division. The two meetings focused upon Center research and knowledge of longleaf pine management, and hydrology and ecology of the Lower Flint River Basin. Center staff provided science presentations and discussion of key issues related to both forest and water management by the state of Georgia.
Off-Site Education and Outreach Activities
Our off-site advisement and outreach to natural resource professionals, agencies, policy makers and conservation groups has grown in importance with the advent of regional conservation partnerships that we have assisted or fostered ourselves. These are signifi cant contributions focused largely upon regional restoration and
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management efforts with longleaf pine (e.g. Longleaf Pine Restoration Initiative), the Georgia Prescribed Fire Council and the National Coalition of Fire Councils, and water resource advisory roles with Apalachicola-Chattahoochee-Flint Basin issues to state and federal agencies and offi cials, and non-governmental organizations.
Longleaf pine conservation and restoration activities offsite included meetings and events starting with the Longleaf Partnership Council. This produced the 2009 Rangewide Conservation Plan for Longleaf Pine which seeks to double the acreage of longleaf from four to eight million acres by 2025. Center staff has been actively engaged in this federal/state/private partnership since it began in 2007. This past year the Center participated in at least ten events and efforts off-site, primarily with regional restoration and management planning exercises with the East Gulf Coastal Plain Joint Venture, the Chattahoochee Fall Line Conservation Partnership, Apala- chicola Regional Stewardship Alliance, and the South Carolina Lowcountry Forest Conservation Partnership. Advisory visits were also made to other US Forest Service and National Fish and Wildlife Foundation events.
Our staff provides leadership to the Georgia Prescribed Fire Council and to the na- tional Coalition of Prescribed Fire Councils. We also support the national efforts that are related to policies for smoke management from wildland fi res, and the Southeast Regional Partnership for Planning and Sustainability, which helps coordinate regional decision making among agencies. This effort also promotes implementation of the Rangewide Conservation Plan for Longleaf Pine which necessitates more coordina- tion of the use of prescribed fi re.
Conservation and Land Management
Stewardship of Ichauway
Many land management activities continued routinely as in prior years in the major areas of agriculture, wildlife management, hunting, roads and fi rebreaks, restoration and research support.
There were 11,941 acres burned by prescription in 2012. This acreage was down relative to the annual targeted acreage due to the dry conditions during the year. The majority of the acreage was burned in the spring and early summer (through May) with a smaller component burned in the summer and fall.
Approximately 125 acres were treated for hardwood removal and cleanup by Jones Center personnel in targeted areas of the property using our feller-buncher. In 2012 almost all hardwood cleanup was carried out in the Turkey Woods along road and
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fi eld edges and some additional removals in the surrounding upland pine matrix.
Herbicides were routinely applied to further restoration efforts in hardwood removal areas and around overgrown fi eld edges, for control of exotic and invasive species, and for endangered species management (i.e., red-cockaded woodpecker-RCW). Some areas where hardwoods were removed and herbicides applied in previous years received targeted follow-up chemical and mechanical treatments (i.e., spot treatments) to provide additional control of hardwoods in areas under restoration.
Operational treatments of Japanese climbing fern (Lygodium japonicum) continued in 2012, focused primarily along the Flint River corridor (along River Road). Areas sprayed in previous years were revisited for follow-up spot treatments to insure control, and additional acres were treated for the fi rst time. All treated areas were monitored to determine what plants fi rst become established following the removal of Lygodium and to assess the need for any additional treatments.
The removal of feral hogs continued in 2012, though far fewer individuals (5) were removed than in previous years. The acquisition and training of dogs to run down and capture the hogs continues to enhance our ability to control this species.
Salvage operations were continued to utilize dead trees that present hazard situations (primarily along roads or fi rebreaks). Recently dead trees–typically from lightning strikes or blowdown–are harvested and taken to the portable sawmill where they are cut to rough sizes for storage. When needed, this wood is utilized as posts (4x4, 6x6 or 8x8) in sheds and fences or run through the planer to produce fi nished dimensions for use in onsite construction, repairs and renovations. Use of this valuable resource has increased markedly in recent years with the many renovation projects conducted onsite.
Three slash pine plantation stands, all planted in 1987, were harvested in a second thinning operation in January of 2012. Canopy gaps were created during the marking process, and these gaps were planted with 15,000 longleaf pine seedlings in December to begin the species conversion process.
A 550 acre timber harvest was conducted in November and December of 2012 in mature pine forests located in three areas of the property: the 74-year-old slash pine plantation located near the Center’s entrance drive, mixed pine woods adjacent to the ballfi eld and the mature slash pine located along the north side of highway 91, and the eastern half of the demonstration area in natural longleaf pine forest between Vernon Hall and Whitehead roads. The marking process utilized the Stoddard- Neel approach to individual tree selection, with gaps created in the entrance slash plantation for continued conversion to longleaf pine through underplanting.
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Conservation Management Demonstration Area
In 2012 ongoing management activities, such as prescribed fi re and agricultural fi eld management, were carried out in the Conservation Management Demonstration Area (CMDA). In addition, the timber harvest described above was conducted in half of the CMDA as part of the longterm demonstration. The CMDA continues to be frequently visited during outreach events by many different audiences, and several active research projects within the unit were supported by Conservation personnel (primarily through implementing specifi c burning prescriptions).
Apprenticeship (Intern) Program
Three apprentices participated in the program during 2011. Bradley Bennett (a December 2010 UGA graduate) started the program in January 2011 and left in February 2012 for an assistant manager position at a private hunting property in Aliceville, Alabama. Allen Simms (a May 2011 UGA graduate) joined the program in August 2011 and continued until November 2012 when he took a position with an environmental consulting fi rm in Forsyth, Georgia. Charles “Chaz” Oliver (a May 2011 UGA graduate) started the program in August 2012 and continues in the position in 2013.
Monitoring
Measurements were continued in the long-term forest monitoring (LTM) plots in 2012. Analysis of data and development of summaries progressed rapidly with the development of new summary reports and developing links between the data base and the Center’s GIS. Use of these extensive data by research personnel (scientists, technicians and graduate students) continues to increase, both for locating research projects and in developing presentations and publications, as the longterm data accumulates with additional measurements.
Spotlight and track counts were continued for monitoring mammal populations, especially the whitetail deer (WTD) population. The “spotlight” counts for WTD now use thermal cameras rather than high intensity lamps for detection because this technique requires fewer personnel and has a comparable detection rate. Population estimates for the WTD are used to determine harvest goals and hunting guidelines for the property.
The Center continued our participation in Partners in Flight and other national bird inventory programs for bird community monitoring; sampling locations for these programs coincide (as much as possible) with the long-term forest monitoring plots.
Quail covey counts were conducted once again in the early fall to assess bobwhite population levels before the hunting season.
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Red-Cockaded Woodpecker Recovery and Management
Successful restoration of the RCW population on Ichauway continued in 2012, with the population again increasing following the minor declines observed in some recent years.
In 2012 there were twenty-two active clusters, seventeen breeding pairs and a total of 70 birds in the population. The long-term restoration goal is to have 30 active clusters with at least 25 breeding pairs.
The resident RCW breeding pairs produced seventeen successful nests with sixteeen juveniles banded and fl edged. Six birds (three pairs) were translocated to Ichauway in 2012 from Eglin Air Force Base in northwest Florida.
Budget Summary
The total budget for Ichauway, Inc. and the Joseph W. Jones Ecological Research Center for 2012 was $9,496,328 of which $8,987,000 was the board-approved internally funded budget and $509,328 was to be funded from outside grants. The major source of funding for this budget was a grant from the Robert W. Woodruff Foundation in the amount of $8,970,000.
All divisions of Ichauway operated within budget in 2012. Expenses for Research and support activities were $3,381,845. Conservation and Land Management expenses were $2,076,451. The expenses for Education and Outreach activities were $563,253. Expenses for Administration, Maintenance and Operations were $2,841,843, which also included overall Center operating expenses such as taxes, electric power and insurance costs.
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APPENDIX
DIRECTOR’S 2012 ANNUAL REPORT to the TRUSTEES OF ICHAUWAY, INC.
Dr.D MiMikek CConner presentstt to participants ti i t off LLandownerd FiFieldld DDay Photo by Richard T. Bryant
I Publications, Presentations and Grants 14 II Education and Outreach Activities 30 III Graduate Students 37 IV Scientifi c Advisory Committee 40 V Staff 41 VI Jones Center Guest Seminars 45
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Publications, Presentations and Grants
“In Press” Publications Averill-Murray, R., L. Allison and L. L. Smith. Nesting and reproductive output among North American tortoises. In: D. Rostal. H. R. Mushinsky and E. D. McCoy (eds.). Biology and conservation of North American tortoises. University of California Press, Berkeley, California.
Aubrey, D. P., B. Mortazavi, J. J. O’Brien, J. D. Mc Gee, J. J. Hendricks, K. A. Kuen,
R. O. Teskey and R. J. Mitchell. Infl uence of repeated canopy scorch on soil CO2 effl ux. Forest Ecology and Management.
Boring, L. R., K. J. Elliott and T. W. Swank. Successional forest dynamics: 20 years following clearcutting. In: D. A. Crossley and W. T. Swank (eds.) Recovery of a forested ecosystem: Commercial clearcutting in the southern Appalachians. Oxford Press.
Cherry, M., R. J. Warren and L. M. Conner. Photo sensors improve performance of vaginal implant transmitters. Wildlife Society Bulletin.
Edwards, L., J. Ambrose and L. K. Kirkman. The Natural Communities of Georgia. University of Georgia Press, Athens, Georgia.
Gleim, E. R. L. M. Conner and M. J. Yabsley. The effects of Solenopsis invicta (Hymenoptera: Formicidae) and habitat type on the survival of Amblyomma americanum (Acari: Ixodidae) and Amblyomma maculatum (Acari: Ixodidae). Journal of Medical Entomology.
Karmacharya, B., J. A. Hostetler, L. M. Conner, G. Morris and M. K. Oli. The infl uence of mammalian predator exclusion, food supplementation and prescribed fi re on survival of the southern fl ying squirrel in a longleaf pine ecosystem. Journal of Mammalogy.
Karmacharya. B., J. A. Hostetler, L. M. Conner, G. Morris and M. K. Oli. Longleaf pine management practices and their impact on small mammal populations. Forest Ecology and Management.
Martin, G. I., L. K. Kirkman and J. Hepinstall-Cymerman. Six decades (1948-2007) of landscape change in the Dougherty Plain of southwest Georgia, USA. Southeastern Geographer.
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McGuire, J. L., S. M. Hernandez, L. L. Smith and M. J. Yabsley. Safety and Utility of an Anesthetic Protocol for the Collection of Biological Samples from Gopher Tortoises (Gopherus polyphemus). The Wildlife Society Bulletin.
Norton, T. A., K. Andrews and L. L. Smith. Field methods for capture, marking and tracking amphibians and reptiles. In: Mader, D. R. and S. Divers (Eds.), Reptile medicine and surgery. Elsevier Press.
Pedrono, M., O. L. Griffi ths, A. Clausen, L. L. Smith, L. Wilmé, D. A. Burney. Using a surviving lineage of Madagascar’s vanished megafauna for ecological restoration. Biological Conservation.
Pedrono, M. and L. L. Smith. Overview of the natural history of Madagascar’s endemic tortoises and freshwater turtles: Essential components for effective conservation. In: Turtles on the brink in Madagascar: Proceedings of two workshops on the status and conservation of Malagasy tortoises and freshwater turtles, Chelonian research monographs.
Peterson, R. N., W. C. Burnett, S. P. Opsahl, I. R. Santos, S. Misra and P. N. Froelich. Tracking suspended particle transport via radium isotopes (226Ra and 228Ra) through the Apalachicola-Chattahoochee-Flint River system. Journal of Environmental Radioactivity 116:65-75.
Remucal, J. M., J. D. McGee, M. H. Fehrenbacher, C. Best and R. J. Mitchell. Application of the Climate Action Reserve’s Forest Project protocol to a Longleaf Pine forest under restoration management. Journal of Forestry 111:59-66.
Smith, L. L., S. K. Hoss, K. Wheeler and S. Varner. Farancia erytrogramma (Rainbow snake). Herpetological Review.
Smith, L. L., D. A. Steen, L. M. Conner and J. C. Rutledge. Effects of predator exclusion on nest and hatchling survival in the gopher tortoise. Journal of Wildlife Management 77:352-358.
Steen, D. A., L. M. Conner, L. L. Smith, L. Provencher, J. K. Hiers, S. Pokswinski, B. S. Helms and C. Guyer. Bird assemblage response to restoration of fi re-suppressed longleaf pine sandhills. Ecological Applications 23:134-147.
Steen, D. A., C. J. W. McClure, L. L. Smith, B. J. Halstead, C. K. Dodd, Jr., W. B. Sutton, J. R. Lee, D. L. Baxley, W. J. Humphries and C. Guyer. The effect of coachwhip presence on body size of North American racers suggests competition between these sympatric snakes. Journal of Zoology 289:86-93.
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Steen, D. A., L. L. Smith, L. M. Conner, A. R. Litt, L. Provencher, J. K. Hiers, S. Pokswinski and C. Guyer. Reptile assemblage response to restoration of fi re- suppressed longleaf pine sandhills. Ecological Applications 23:148-158.
Steen, D. A., L. L. Smith, G. Morris, L. M. Conner, A. R. Litt, S. Pokswinski and C. Guyer. Response of Aspidoscelis sexlineatus (six-lined racerunner) to habitat restoration in fi re-suppressed Pinus palustris (longleaf pine) sandhills. Restoration Ecology
Webster, J. R., E. F. Benfi eld, S. W. Golladay and M. E. McTammany. Recovery of particulate organic matter dynamics in a stream draining a logged watershed-a pressing situation. Watershed 7 Synthesis Volume D. D. A. Crossley and W. T. Swank (eds).
Whelan, A., R. Mitchell, C. Staudhammer and G. Starr. Cyclic occurrence of fi re and its role in carbon dynamics along an edaphic moisture gradient in longleaf pine ecosystems. PLOS ONE 8(1): e54045.doi:10.1371/journal.pone.0054045.
Wright, J. K., M. Williams, G. Starr, J. McGee and R. J. Mitchell. Measured and modelled leaf and stand-scale productivity across a soil moisture gradient and a severe drought. Plant, Cell and Environment 36:467-483.
Published Refereed Journal Articles-2012
Allums, S. E., S. P. Opsahl, S. W. Golladay, D. W. Hicks and L. M. Conner. Nitrate concentrations in springs fl owing into the Lower Flint River Basin, Georgia U.S.A. Journal of the American Water Resources Association (JAWRA) 48:423-438.
Creech, M. N., L. K. Kirkman and L. A. Morris. Alteration and recovery of slash pile burn sites in the restoration of a fi re-maintained ecosystem. Restoration Ecology 20:505-516.
Cumberland, M. S. and L. K. Kirkman. The effects of disturbance on the red imported fi re ant (Solenopsis invicta) and the native ant community. Forest Ecology and Management 279:27-33.
Ford, C. R., J. D. McGee, F. Scandellari, E. A. Hobbie and R. J. Mitchell. Annual-
and short-term precipitation effects on soil CO2 effl ux and total belowground carbon allocation. Journal of Agriculture and Forest Meteorology 156:54-64.
Hiers, J. K., R. J. Mitchell, A. Barnett, J. W. Walters, M. Mack, B. Williams and R. Sutter. The Dynamic Reference Concept: Measuring restoration success in a rapidly changing no-analogue future. Ecological Restoration 30:27-36.
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Howze, J. M. and L. L. Smith. Factors infl uencing Eastern Kingsnake diel activity. Copeia 2012:460-464.
Howze, J. M., K. M. Stohlgren, E. M. Schlimm and L. L. Smith. Dispersal of neonate Timber Rattlesnakes (Crotalus horridus) in the southeastern Coastal Plain. Journal of Herpetology 46:417-422.
Iacona, G., L. K. Kirkman and E. Bruna. Experimental test for facilitation of seedling recruitment by the dominant bunchgrass in a fi re-maintained savanna. PLOS 1 7(7): e39108. doi:10.1371/journal.pone.0039108.
James, R. T. and P. V. McCormick. The sulfate budget of a shallow subtropical lake. Fundamental and Applied Limnology DOI: http://dx.doi.org/10.1127/1863- 9135/2012/0345
Kaeser, M. J. and L. K. Kirkman. Seed longevity of 12 native herbaceous species in a fi re-maintained pine savanna after 8 years of burial. Forest Ecology and Management 281:68-74.
Karmacharya, B., J. A. Hostetler, L. M. Conner, G. Morris and M. K. Oli. Longleaf pine management practices and their impact on small mammal populations. Forest Ecology and Management 271:140-146.
Kirkman, L., K., L. L. Smith, P. F. Quintana-Ascencio, M. J. Kaeser, S. W. Golladay and A. L. Farmer. Is species richness congruent among taxa? Surrogacy, complementarity and environmental correlates among three disparate taxa in geographically isolated wetlands. Ecological Indicators 18:131-139.
Loudermilk, E. L., J. J. O’Brien, R. J. Mitchell, W. P. Cropper Jr., J. K. Hiers, S. Grunwald and J. Grego. Linking complex fuel behavior at fi ne scales. International Journal of Wildland Fire Science 21: 881-893.
Martin, G. I., L. K. Kirkman and J. Hepinstall-Cymerman. Mapping geographically isolated wetlands in the Dougherty Plain, Georgia, USA. Wetlands 32:149–160.
Rugel, K., C. R. Jackson, J. J. Romeis, S. W. Golladay, D. W. Hicks and J. F. Dowd. Effects of irrigation withdrawals on streamfl ows in a karst environment: lower Flint River Basin, Georgia, USA. Hydrological Processes 26:523-534.
Runion, G. B., J. R. Butnor, S. A. Prior, R. J. Mitchell and H. H. Rogers. Effects of
atmospheric CO2 enrichment on soil CO2 effl ux in a young Longleaf Pine system. International Journal of Agronomy Volume 2012, Article ID 549745, 9 pages.
Appendix I 17 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Steen, D. A., M. Baragona, C. J. W. McClure, K. C. Jones and L. L. Smith. Demography of a small population of Loggerhead Musk Turtles (Sternotherus minor) in the panhandle of Florida. Florida Field Naturalist 40:47-55.
Steen, D. A, J. P. Gibbs, K. A. Buhlmann, J. L. Carr, B. W. Compton, J. D. Congdon, J. S. Doody, J. C. Godwin, K. L. Holcomb, D. R. Jackson, F. J. Janzen, G. Johnson, M.T. Jones, J. T. Lamar, T. A. Langen, M. V. Plummer, J. W. Rowe, R. A. Saumure, J. K. Tucker and D.S. Wilson. Terrestrial habitat requirements of nesting freshwater turtles. Biological Conservation 150:121-128.
Steen, D. A., C. Guyer and L. L. Smith. Relative abundance in snakes: A case study. Pages 287-294 in R. W. McDiarmid, M. S. Foster, and C. Guyer (eds.). Reptile biodiversity, standard methods for inventory and monitoring. University of California Press, Berkeley, California.
Steen, D. A., C. J. W. McClure, J. C. Brock, D. C. Rudolph, J. B. Pierce, J. R. Lee, W. J. Humphries, B. B. Gregory, W. B. Sutton, L. L. Smith, D. L. Baxley, D. J. Stevenson and C. Guyer. Landscape-level infl uences of terrestrial snake occupancy within the southeastern United States. Ecological Applications 22:1084-1097.
Books, Proceedings, Outreach and Other Publications-2012
Batzer, D., F. Day and S. W. Golladay. Southeastern swamp complexes. Pages 217- 229 in D. A. Batzer, and A. H. Baldwin (eds.). Wetland Habitats of North America: Ecology and conservation concerns. University of California Press, Berkeley, California.
Dyson, D. S., E. F. Loewenstein, S. B. Jack and D. G. Brockway. Infl uence of light and moisture on longleaf pine seedling growth in selection silviculture. Pages 107- 114 in J. R. Butnor (ed). Proceedings of the 16th Biennial Southern Silvicultural Research Conference. General Technical Report SRS-156. USDA, Forest Service, Southern Research Station, Asheville, North Carolina.
Graham, S. P., E. K. Timpe, A. M. Durso, D. A. Steen, W. B. Sutton, K. T. Nelson, G. J. Brown, III, M. A. Connell and K. M. Gray. The second known contact zone between Plethodon websteri and P. ventralis and additional records for Bibb County, Alabama, USA. Herpetological Review 43:311-312.
Jack, S. B. Ecological forestry in longleaf pine: Concepts and examples from Ichauway. Page 18 in J. S. Kush (ed.). Longleaf through time: Yesterday, today, tomorrow. October 12-15, 2010, Columbia. South Carolina.
Appendix I 18 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Jack. S. B. Proceedings of the Eighth Longleaf Alliance Regional Conference, Longleaf Alliance Report No. 16. The Longleaf Alliance, Solon Dixon Forestry Center, Andalusia, Alabama.
Kirkman, L. K., L. L. Smith and S. W. Golladay. Southeastern depressional wetlands. Pages 203-215 in D. A. Batzer and A. H. Baldwin (eds.). Wetland habitats of North America: Ecology and conservation concerns. University of California Press, Berkeley, California.
McCormick, P. V. and R. T. James. Okeechobee, Lake, Florida, USA. Pp. 581-584 In: L. Bengtsson, R. W. Herschy and R. W. Fairbridge (eds.). Encyclopedia of Lakes and Reservoirs. Springer.
Miller, G. J., L. L. Smith, S. A. Johnson and D. Franz. Home range and habitat selection in the Florida pine snake (Pituophis melanoleucus mugitus). Copeia 2012 (4): 706–713.
Mitchell, R. J., M. Weatherby, M. Hurteau, M. Rocca, B. Palik and K. Clark. A national assessment of climate forest fi re interactions. Technical input report for the National Climate Assessment Team. 105 pages
Stevenson, D. J., D. A. Steen and M. Wallace, Sr. Nerodia erythrogaster erythrogaster (Red-bellied watersnake). Necrophagy by dung beetles (Scarabaeinae). Herpetological Review 43:347.
Zemtsova, G. E., E. Gleim, M. J. Yabsley, L. M. Conner, T. Mann, M. D. Brown, L. Wendland and M. J. Levin. Detection of a novel spotted fever group Rickettsia in the gopher tortoise tick. Journal of Medical Entomology 49:783-786.
Meeting Presentations, Posters and Abstracts
Botello, G. M., S. W. Golladay and A. P. Covich. Investigating the effects of agricultural land use on larval mosquito assemblages in isolated wetlands of southwestern Georgia. Odum School of Ecology Graduate Student Symposium. Athens, Georgia. Masters Student Presentation Award: 2nd Place
Botello, G., S. W. Golladay, A. P. Covich, D. Batzer and M. Blackmore. Larval mosquito assemblages in agricultural wetlands of southwestern Georgia: Investigating the infl uence of surrounding land use. Annual Meeting Association of Southeastern Biologists, Athens, Georgia. Poster presentation.
Botello, G. M., S. W. Golladay and A. P. Covich. Investigating the effects of agricultural land use on larval mosquito assemblages in isolated wetlands of southwestern Georgia. Ecological Society of America Meeting, Portland, Oregon. Poster presentation.
Appendix I 19 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Cherry, M. J., L. M. Conner, J. C. Rutledge, L. L. Smith and R. J. Warren. White- tailed deer site selection in response to predator exclusion. The 35th Annual Southeast Deer Study Group Meeting, Sandestin, Florida. Oral presentation.
Cherry, M. J., L. M. Conner, J. C. Rutledge, L. L. Smith, R. J. Warren. White-tailed deer site selection in response to predator exclusion. The 75th Annual Meeting of the Association of Southeastern Biologists, Athens, Georgia. Oral presentation.
Cherry, M. J., L. M. Conner, J. C. Rutledge, L. L. Smith and R. J. Warren. White- tailed deer site selection in response to predator exclusion. The Warnell Graduate Student Association Symposium, Athens, Georgia. Oral presentation.
Cherry, M. J., M. A. Nelson, R. J. Warren, L. M. Conner. Photo sensors improve performance of vaginal implant transmitters. The 19th Annual Meeting of The Wildlife Society, Portland, Oregon. Oral presentation.
Cherry, M. J., L. M. Conner, J. C. Rutledge, L. L. Smith, R. J. Warren. White-tailed deer site selection in response to predator exclusion. The 35th Annual Southeast Deer Study Group Meeting. Sandestin, Florida.
Cherry, M. J., M. A. Nelson, M. B. Howze, B. T. Rutledge, L. M. Conner, R. J. Warren. Effect of coyotes in a longleaf pine ecosystem. Annual Meeting of Georgia Chapter of The Wildlife Society. Athens, Georgia.
Cherry, M. J., L. M. Conner, J. C. Rutledge, L. L. Smith, R. J. Warren. White-tailed deer site selection in response to predator exclusion. The Warnell Graduate Student Association Symposium., Athens, Georgia.
Cherry, M. J., M. A. Nelson, L. M. Conner, R. J. Warren. Effects of landscape and habitat variables on prey behavior and predator mediated trophic cascades in southwestern Georgia. Georgia Department of Natural Resources, Wildlife Resources Division Research Meeting, Forsyth, Georgia.
Cherry, M. J., M. A. Nelson, M. B. Howze, B. T. Rutledge, L. M. Conner and R. J. Warren. Implications of fear: The cost of anti-predator behavior in deer. The 2nd Annual Symposium of Quality Deer Management Association and Deer Management Research Group, Athens, Georgia.
Cherry, M. J., M. A. Nelson, M. B. Howze, B. T. Rutledge, L. M. Conner, R. J. Warren. Ichauway Deer Predation Study 2004-2012. Deer Management Research Group Meeting, Albany, Georgia
Cherry, M.J. , R.J. Warren, L.M. Conner. 2012. Coyotes and bobwhite quail. Northeast Georgia Quail Unlimited Chapter meeting. Watkinsville, Georgia.
Appendix I 20 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Cherry, M.J. , R.J. Warren, L.M. Conner. 2012. Integrating research and management: Asking the right questions. Abraham Baldwin Agricultural College Student Chapter of The Wildlife Society. Tifton, Georgia.
Colbert, D., L. M. Conner, R. J. Warren, and M. J. Chamberlain. 2012. Seasonal Gobbling Chronology in Hunted and Non-hunted Wild Turkey Populations in Southwestern Georgia. Georgia Chapter of The Wildlife Society Annual Meeting.
Colbert, D., L. M. Conner, R. J. Warren, and M. J. Chamberlain. 2012. Seasonal Gobbling Chronology in Hunted and Non-hunted Wild Turkey Populations in Southwestern Georgia. Georgia Department of Natural Resources, Wildlife Resources Division Update Meeting.
Deemy, J. B., J. Hepinstall-Cymerman, L. K. Kirkman and T. C. Rasmussen. Spatial modeling of potential hydrologic connectivity among isolated wetlands and jurisdictional surface waters for the Dougherty Plain in southwestern Georgia. American Geophysical Union Meeting, San Francisco, California. Poster presentation.
Free, A., L. L. Smith and S. A. Castleberry. Incorporating differences in detection probabilities for gopher tortoise burrows into surveys using line transect distance sampling. The Wildlife Society, Portland, Oregon. Poster presentation.
Free, A., L. L. Smith and S. A. Castleberry. Juvenile gopher tortoise (Gopherus polyphemus) burrow occupancy and tracking techniques. Gopher Tortoise Council, Bainbridge, Georgia. Oral presentation.
Giencke, L. , L. K. Kirkman, R. J. Mitchell, R. S. Taylor. Controls on ground cover species richness in the longleaf pine-wiregrass ecosystem. Ecological Society of America. Poster presentation.
Gleim, E. R, M. J. Yabsley and L. M. Conner. Effects of red imported fi re ants (Solenopsis invicta) and habitat type on the survival of lone star ticks (Amblyomma americanum) and Gulf Coast ticks (Amblyomma maculatum). Entomological Society of America’s Annual Meeting.
Gleim, E. R., J. A. Hepinstall-Cymerman, L. M. Conner and M. J. Yabsley. American canine hepatozoonosis: Identifying high risk areas through identifi cation and mapping of Amblyomma maculatum habitat. Annual American Association of Veterinary Parasitologists Meeting.
Gleim, E. R. The effects of long-term prescribed burning on ticks. University of Georgia Graduate School’s Three-Minute Thesis Competition.
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Gleim, E. R., L. M. Conner and M. J. Yabsley. Challenges of surviving in a burned habitat: The effects of Solenopsis invicta (red imported fi re ant) and habitat type on molt success and survival of Amblyomma americanum (lone star tick) and Amblyomma maculatum (Gulf coast tick). Annual Southeastern Society of Parasitologists Meeting.
Gleim, E. R., L. M. Conner and M. J. Yabsley. Challenges of surviving in a burned habitat: The effects of Solenopsis invicta (red imported fi re ant) and habitat type molt success and survival of Amblyomma americanum (lone star tick) and Amblyomma maculatum (Gulf coast tick). Warnell Student Symposium at the University of Georgia, Athens, Georgia.
Golladay, S. W., A. P. Covich, J. McEntire, S. Shivers and S. Opsahl. Reservoirs as functional elements of rivers: Lake Seminole, GA as a case study. Association of Southeastern Biologists 73rd Annual Meeting, Athens, Georgia.
Howze, J. M., and L. L. Smith. Ecology of the Eastern Coachwhip in Southwest Georgia. The Wildlife Society, Portland, Oregon. Poster presentation.
Jack, S. B., R. J. Mitchell, L. K. Kirkman, N. Janson and L. Giencke. Multi-aged Longleaf Pine: Ground cover recovery and regeneration following harvest. Society of American Foresters, Spokane, Washington. Oral presentation.
Jack, S. B. History and management of Longleaf Pine forests: How we do it at Ichauway. Albany Exchange Club and Edison Lions Club, Albany, Georgia. Oral presentation.
Jack, S. B., R. J. Mitchell, L. K. Kirkman, N. A. Jansen, J. D. McGee and L. M. Giencke. Multi-aged Longleaf Pine: Ground cover recovery and regeneration following harvest. Society of American Foresters Annual Convention, Spokane, Washington. Oral presentation
Jansen, N. A. Ecological forestry in Longleaf Pine forests: Research questions and early results. Albany Audubon Society, Albany, Georgia. Oral presentation.
King, R. L., L. L. Smith and A. P. Covich. Spatial and diet analysis of freshwater turtles in Coastal Plain of Georgia. Odum School of Ecology Graduate Student Association Symposium, Athens, Georgia. Oral presentation.
Little, A. R., M. Williams, D. Ruttinger, D. Colbert, C. Perez, M. J. Chamberlain, R. J. Warren, L. M. Conner. Does a silver bullet exist to increase wild turkey populations? Georgia Department of Natural Resources, Wildlife Resources Division-Research Update.
Appendix I 22 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Little, A. R., M. Cherry, M. J. Chamberlain, R. J. Warren, L. M. Conner. Expansion of wild turkey research in southwestern Georgia. Georgia Department of Natural Resources, Wildlife Resources Division.
McCormick, P. V., M. G. Waldon, R. E. Gibble, and E. S. Crawford. Water-quality constraints limit hydrologic management options for a northern Everglades peatland. INTECOL International Wetlands Conference, Orlando, Florida.
McIntyre, R. K. Native groundcover restoration. Gopher Tortoise Council, Bainbridge, Georgia. Oral presentation.
McGuire, J. G., L. L. Smith, M. J. Yabsley. Mycoplasma and upper respiratory tract disease in Gopher Tortoise populations throughout Georgia. Gopher Tortoise Council, Bainbridge, Georgia. Oral presentation.
Nelson, M, M. J. Cherry, L. M. Conner and R. J. Warren. Bed site selection by white- tailed deer fawns in a longleaf pine ecosystem. Georgia Chapter of The Wildlife Society Annual Meeting, Athens, Georgia.
Nelson, M, M. J. Cherry, L. M. Conner and R. J. Warren. Movements, habitat selection and survival of white-tailed deer fawns in a Longleaf Pine ecosystem. The Warnell Graduate Student Association Symposium, Athens, Georgia.
Nelson, M, M. J. Cherry, L. M. Conner and R. J. Warren. Movements, habitat selection and survival of white-tailed deer fawns in a longleaf pine ecosystem. Georgia Department of Natural Resources, Wildlife Resources Division Research Meeting, Forsyth, Georgia.
Nelson, M. A. M. J. Cherry, M. B. Howze, B. T. Rutledge, L. M. Conner and R. J. Warren. Coping with coyotes: A look at fawn behavior. The 2nd Annual Symposium of Quality Deer Management Association and Deer Management Research Group, Athens, Georgia.
Perez, C., L. M. Conner, R. J. Warren, and M. J. Chamberlain. Seasonal habitat use and movements of female turkeys and poults as infl uenced by prescribed fi res in southwestern Georgia. Georgia Department of Natural Resources Wildlife Resources Division Annual Research Meeting, Forsyth, Georgia.
Rugel, K., R. J. McDowell, J. F. Dowd, S. W. Golladay, C. R. Jackson. Investigating groundwater/stream interaction between the Upper Floridan Aquifer and streams in the Lower Flint River and Chattahoochee River Basins, Georgia, USA, using stream chemistry, remote sensing and bedrock fracture orientation. Geological Society of America, Southeastern Section Meeting, Asheville, North Carolina.
Appendix I 23 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Rugel, K., R. J. McDowell, J. F. Dowd, J. C. Brock, S. W. Golladay, C. R. Jackson. Using remote sensing, stream chemistry and fracture trends to predict groundwater/ stream interaction in karst medium: Lower ACF River Basin, southwestern, Georgia, USA. Society for Freshwater Science 2012 Annual meeting, Louisville, Kentucky.
Ruttinger, J., D. S. Colbert, M. M. Williams, A. R. Little, C. Perez, L. M. Conner, R. J. Warren and M. J. Chamberlain. Eastern Wild Turkey roost site selection in southwestern Georgia. Georgia Chapter of the Wildlife Society Annual Meeting, Athens, Georgia.
Ruttinger, J., D. S. Colbert, M. M. Williams, A. R. Little, C. Perez, L. M. Conner, R. J. Warren and M. J. Chamberlain. Eastern Wild Turkey gobbler habitat roost site selection in Southwestern Georgia. Georgia Department of Natural Resources, Wildlife Resources Division Research Update.
Scott, J. L. M. Conner, S. B. Castleberry, R. J. Warren. Empirical forecast models minimize confl icts between potentially competing habitat management goals for game and endangered species. Annual Meeting of The Wildlife Society, Portland, Oregon.
Seagraves, C. D., Cherry, M. J., N. R. Deuel, L. M. Conner, R. J. Warren. Use of howl surveys to estimate abundance and spatial distribution of coyotes in Southwestern Georgia. The 19th Annual Meeting of The Wildlife Society. Portland, Oregon.
Seagraves, C. D., Cherry, M. J., L. M. Conner and R. J. Warren. Measuring coyote abundance at a landscape scale. Annual Meeting of Georgia Chapter of The Wildlife Society, Athens, Georgia.
Shivers, S. D., S. P. Opsahl, A. P. Covich and S. W. Golladay. The diel and seasonal effects of submerged aquatic vegetation on nutrient dynamics, nutrient storage, and organic carbon bioavailability in a southeastern reservoir. Association of Southeastern Biologists 73rd Annual Meeting, Athens, Georgia.
Simmons, M., L. M. Conner and G. Morris. RCaptuRe CReatoR: R Code for Creation of Capture History Files. Annual meeting of the Southeastern Association of Fish and Wildlife Agencies, Hot Springs, Arizona.
Smith, N. D. and S. W. Golladay. Curculionidae species within isolated wetlands of southwestern Georgia. Entomological Society of America Annual Meeting, Knoxville, Tennessee.
Smith, L. L. Effects of predator exclusion on nest and hatchling survival in the gopher tortoise. The Wildlife Society, Portland, Oregon. Oral presentation
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Smith, L. L. The Role of “Isolated” Wetlands in Sustaining Biodiversity in Southeastern Longleaf Pine Forests. Vernal Pool, mini-Symposium. Virginia Commonwealth University, Richmond, Virginia. Invited speaker.
Smith, L. L. Home range size and habitat selection in the Florida Pine snake. Gopher Tortoise Council, Bainbridge, Georgia. Oral presentation
Stuber, O. S., L. K. Kirkman and J. Hepinstall-Cymerman. Plant communities of isolated wetlands and their relationship to surrounding land use. International Association for Ecology (INTECOL)/Society of Wetland Scientists Meeting, Orlando, Florida. Poster presentation.
Stuber, O. S., G. I. Martin, L. K. Kirkman and J. Hepinstall-Cymerman. Examining the current status of isolated wetlands in southwestern Georgia and the implications of 60 years of land use change. Ecological Society of America Annual Meeting, Portland, Oregon. Poster presentation.
Teasley, E. R., A. P. Covich, S. W. Golladay, D. G. Mead and M. S. Blackmore. Incidence of West Nile virus in mosquitoes and turtles in reference and agricultural wetlands in southwestern Georgia. Annual Meeting Association of Southeastern Biologists, Athens, Georgia.
Turner, K. L., M. J. Cherry, M. B. Howze, R. J. Warren and L. M. Conner. Coyote food habits relative to white-tailed deer abundance. The 19th Annual Meeting of The Wildlife Society, Portland, Oregon.
Turner, K. L., M. J. Cherry, M. B. Howze, L. M. Conner and R. J. Warren. Exploring shifts in coyote diet relative to white-tailed deer abundance. Annual Meeting of the Georgia Chapter of The Wildlife Society, Athens, Georgia.
Waters, M. N., S. W. Golladay and C. H. Patrick. The effects of land use and allochthonous inputs on primary producer community structure in a large, shallow reservoir: evidence from lake sediments. Association of Southeastern Biologists 73rd Annual Meeting, Athens, Georgia.
Waters, M. N., S. W. Golladay, M. Piehler and J. M. Smoak. Paleolimnoligical evidence of whole lake processes used to alter management strategies for a large lake, wetland and reservoir in the southeastern USA. International Paleolimnological Association Meeting, Glasgow, United Kingdom.
Williams, C. M. Perez, J. A. Ruttinger, D. S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner and R.J. Warren. Effects of growing-season prescribed fi re on Eastern Wild Turkey nesting ecology and poult survival in southwestern Georgia. Annual Conference of The Wildlife Society, Portland, Oregon.
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Williams, C. M. Perez, J. A. Ruttinger, D. S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner, R. J. Warren. Effects of growing-season prescribed fi re on eastern wild turkey nest survival, nest success, and poult survival in southwestern Georgia. Annual Conference of the Southeastern Association of Fish and Wildlife Agencies. Hot Springs, Arkansas.
Williams, C. M. Perez, J. A. Ruttinger, D. S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner, R. J. Warren. Grappling with growing-season fi re: Implications for wild turkeys. Annual Warnell Graduate Student Symposium, Athens, Georgia.
Williams, C. M. Perez, J. A. Ruttinger, D. S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner, R. J. Warren. Growing-season fi re effects on eastern wild turkey nest success and poult survival in southwestern Georgia. Georgia Wildlife Resources Division Wildlife Research Meeting, Forsyth, Georgia.
Williams, C. M. Perez, J. A. Ruttinger, D.S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner, R. J. Warren. Effects of growing-season prescribed fi re on wild turkey nesting ecology and poult survival in southwestern Georgia. Annual Meeting of the Association of Southeastern Biologists, Athens, Georgia.
Williams, C. M. Perez, J. A. Ruttinger, D. S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner, R. J. Warren. Overview of the eastern wild turkey project in southwestern Georgia. Board Meeting of the Georgia Chapter of the National Wild Turkey Federation, Forsyth, Georgia.
Williams, C. M. Perez, J. A. Ruttinger, D. S. Colbert, A. R. Little, M. J. Chamberlain, L. M Conner and R. J. Warren. Effects of growing-season prescribed fi re on wild turkey nesting ecology and poult survival in southwestern Georgia. Annual Warnell Graduate Student Symposium, Athens, Georgia.
Professional Seminars, Guest Lectures and Special Presentations
Boring, L. R. The best of times or the worst of times? University of Georgia Graduate Commencement, Athens, Georgia. Invited graduation speaker, May 2012.
Boring, L. R. Multidisciplinary approaches to ecosystem research and management at the Joseph W. Jones Ecological Research Center. Annual Meeting of the Organization of Biological Field Stations (OBFS), Archbold Biological Field Station, Lake Placid, Florida. Invited plenary presentation.
Conner, L. M. Predation in the fi re forest. Invited seminar. Union University. Jackson, Tennessee. McCormick, P. V. Steering Committee Member – Georgia Lakes Society, North American Lake Management Society Southeastern Regional Meeting, Columbus, Georgia.
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Conner, L. M. Predator management at Ichauway. Osceola Plantation, Thomasville, Georgia. Oral presentation.
Golladay, S. W. and D. W. Hicks. Overview of current and historical streamfl ow and water resources trends in the lower Flint River Basin: Update on environmental fl ows research at Ichauway. Flint River Keeper Board of Directors, Albany, Georgia. Oral presentation.
Jack, S. B. Forest Management for Conservation Goals – Managing for More than Trees. Gopher Tortoise Council Annual Meeting, Bainbridge, Georgia. Invited oral presentation.
Jack, S. B. Managing the Longleaf Pine Forest at Ichauway – Integrating Forestry, Wildlife and Conservation Objectives. Master Timber Harvester workshop in Cordele, Georgia. Invited oral presentation.
Jack, S. B. The Chattahoochee Fall Line Conservation Partnership – Longleaf Pine, Partnerships, and Regional Conservation Efforts. Joint Georgia and Alabama Chapters of TNC Winter Retreat, Columbus, Georgia. Invited keynote speaker.
Kirkman, L. K. Conservation challenges of geographically isolated wetlands in the Coastal Plain. Odum School of Ecology, University of Georgia, Athens, Georgia. Invited oral presentation.
Kirkman, L. K. Taught Master Gardeners Tree identifi cation workshop, University of Georgia Extension Service, Albany, GA.
McIntyre, R. K. Plenary speaker/panelist for State of Southern Forests session, National Fish and Wildlife Foundation/Southern Company 2012 Stewardship Partners Meeting. Oral presentation.
Smith, L. L. Habitat partitioning at multiple scales in large upland snakes- Department of Wildlife Ecology and Conservation, University of Florida, Gainesville, Florida. Invited seminar.
Taylor, R. S. Joseph W. Jones Ecological Research Center and its programs. Albany Camellia and Garden Club, Albany, Georgia. Oral presentation.
Externally Funded Projects
Conner, L. M. Breeding bird response to longleaf pine restoration. National Wild Turkey Federation. February 22, 2011 – December 31, 2016. $35,700. Received in 2011, $11,700. Did not receive additional funds in 2012.
Appendix I 27 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Conner, L. M. Prescribed fi re and ecology of turkeys, coyotes and deer. Georgia Department of Natural Resources, University of Georgia. January 01, 2012 - June 30, 2013. $91,466. Received in 2012, $66,268.
Golladay, S. W. Instream assessment of stream habitat and mussel populations adjacent to AAWCM sites in the lower Flint River Basin. $59,687. Received in 2012, 29,519.
Golladay, S. W. and R. J. Mitchell. A workshop on conservation and natural resource management in an uncertain future: Using the southeastern U.S. as a model for managing change. National Science Foundation. August 01, 2012 - July 31, 2014. $49,000. Did not receive additional funds in 2012.
Golladay, S. W. and R. J. Mitchell. A workshop on conservation and natural resource management in an uncertain future: Using the southeastern U.S. as a model for managing change. USDA Forest Service. July 31, 2012 - May 31, 2014. $15,000. Did not receive additional funds in 2012.
Hicks, D. W. Grand Bay-Banks Lake long-term wetland evaluation. U.S. Army, Moody AFB. April 1, 2009 – December 31, 2013. $104,644. Received in 2009, $14,531. Received in 2010, $19,086. Received in 2011, $18,675. Received in 2012, $15,150.
Kirkman, L. K. Evaluation of longleaf pine undercover ecotype seed sources. R. Howard Dobbs Jr. Foundation. November 02, 2012 - June 30, 2014. $65,000. Did not receive additional funds in 2012.
Kirkman, L. K., L. M. Conner and R. K. McIntyre. Longleaf pine ecosystem conservation III. National Fish and Wildlife Foundation. September 1, 2007 – December 31, 2013. $196,500. Did not receive additional funds in 2012.
Kirkman, L. K. and M. J. Kaeser. Population survey and analysis for federally listed or petitioned plants and the threatened gulf sturgeon. U.S. Fish and Wildlife Service. February 01, 2012 - January 31, 2015. $50,000. Received in 2012, 25,865.
Kirkman, L. K., R. K. McIntyre and L. M. Conner. Enhancing longleaf ecosystem understory. National Fish and Wildlife Foundation. October 31, 2007 – June 30, 2012. $82,000. Received in 2008, $923. Received in 2011, $19,921. Received in 2012, $4,856.
McIntyre, R. K. Developing metrics for longleaf pine restoration. National Fish and Wildlife Foundation. May 01, 2012 - December 31, 2012. $26,158. Received in 2012, $26,158.
Appendix I 28 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Mitchell, R. J., D. C. Kesler and J. R. Walters. Range-wide meta-analysis of red- cockaded woodpecker foraging habitat suitability. Department of the Army, University of Missouri. October 01, 2012 - May 31, 2013. $5,681. Did not receive additional funds in 2012.
Mitchell, R. J., E. A. Hobbie and C. R. Ford. Does increased precipitation alter belowground allocation and carbon storage by fi ne roots and mycorrhizai fungi in pine savannas? DOE, National Institute for Climate Change Research, Duke University. March 1, 2008 – November 30, 2011. $375,000. Received in 2011, $23,898. Did not receive additional funds in 2012.
Mitchell, R. J., L. K. Kirkman, L. M. Conner, L. L. Smith, J. Priddy, P. Yates, M. C. Mack, J. R. Walters and R. D. Sutter. Developing dynamic reference models and a decision support framework for southeastern ecosystems: An integrated approach. Strategic Environmental Research and Development Program. March 26, 2009 – March 25, 2014. $1,351,138. Received in 2011, $344,888. Received in 2012, $263,061.
Mitchell, R.J., J. J. O’brien, A. T. Hudak and L. A. Dyer. Patterns and Processes: monitoring and understanding plant diversity in frequently burned longleaf pine landscapes. Strategic Environmental Research and Development Program, USDA Forest Service. July 09, 2012 - June 30, 2018. $601,956. Received in 2012, 63,895.
Smith, L. L. Linkages between upland habitat condition, burrowing vertebrates, and snake richness on protected areas in Georgia. Georgia Department of Natural Resources. July 15, 2011 – August 31, 2013. $5,810. Did not receive any funds in 2011. Received in 2012, $781.
Smith, L. L. Gopher tortoise surveys and population evaluation. Georgia Department of Natural Resources. October 01, 2012 - May 31, 2013. $66,637. Received in 2012, $13,775.
Smith, L. L. Gopher tortoise surveys and population evaluation. U.S. Fish and Wildlife Service. August 01, 2012 - September 30, 2013. $40,000. Did not receive additional funds in 2012.
Appendix I 29 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Education and Outreach Program On-site Activities
University Class Visits
Mercer University. A one-day fi eld tour focusing on the natural history of the longleaf pine ecosystem. (21)
University of Georgia. A week-long Maymester short course in fi re ecology. (16)
University of Georgia. A two-day fi eld tour focusing on herpetology. (17)
University of Florida. A two-day fi eld experience focusing on longleaf pine management and restoration. (27)
Emory University. A two-day fi eld experience focusing on Coastal Plain ecosystems. (19)
University of the South. A two-day fi eld tour including an overview of the longleaf pine eco- system, longleaf pine management and restoration, and endangered species. (13)
Abraham Baldwin Agricultural College. A one-day fi eld tour focusing on prescribed fi re. (25)
Berry College. A three-day fi eld experience including an overview of the longleaf pine eco- system, rare and endangered species, wetland and plant diversity, fi re management at Ichauway and various restoration and research projects. (13)
Universities of Georgia and Florida. A week-long Maymester short course on coastal plain ecosystem ecology and conservation. (11)
Universities of Georgia and Florida. A week-long Maymester short course on longleaf pine ecology, management and restoration. (12)
University of Georgia. A one-day fi eld tour focusing on hydrology and water resources. (20)
University of Georgia. A week-long Maymester short course in wildlife ecology. (13)
University of Georgia. A two-day fi eld experience focusing on mammalogy. (20)
Arkansas Tech University. A two-day fi eld tour focusing on forest ecology. (10)
Appendix II 30 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Natural Resource Conservation
UGA Extension. A one-day visit by Master Gardeners to learn about tree identifi ca- tion. (13)
National Prescribed Fire Training Center. A one-day fi eld tour focusing on prescribed fi re use in the southeastern U.S. (25)
National Fish and Wildlife Foundation. A two-day visit by Longleaf Stewardship Fund program offi cers focusing on Center programs and discussions on longleaf conserva- tion issues. (2)
Pine Knoll Workshop. One-day fi eld tour for owner and managers of Pine Knoll Plan- tation focusing on prescribed fi re. (3)
The Nature Conservancy of Georgia. A one-day visit of fi eld tours and presentations focusing on water resources and longleaf pine ecology and restoration. (20)
UGA Extension. A one-day fi eld tour for University of Georgia southern region ag- ricultural extension agents focusing on restoration of longleaf pine ecosystems in former agricultural fi elds. (35)
Georgia Department of Natural Resources/Environmental Protection Division. A two- day visit by DNR and EPD leadership to discuss water resources of the Lower Flint and proposed aquifer storage and recovery. (9)
Gopher Tortoise Survey and Monitoring Workshop. A three-day workshop for Gopher Tortoise Candidate Conservation Agreement stakeholders. (28)
St. Marks National Wildlife Refuge. A one-day fi eld tour focusing on the Center’s long- leaf management and restoration. (2)
Adopt-A-Stream Training Workshop. A one-day training on chemical water quality analysis. (5)
ACF Basin Ecohydrology Workshop. A three-day workshop to promote communica- tion among various organizations in order to address water management issues. (13)
Adopt-A-Stream Board. A three-day meeting and fi eld tour. (12)
National Fish and Wildlife Foundation. A three-day workshop focusing on NFWF longleaf restoration projects. (23)
Appendix II 31 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Institute for Georgia Environmental Leadership (IGEL). A one-day fi eld tour focusing on prescribed fi re and water resources issues. (33)
Freshwater Mussel Workshop. A four-day training workshop focusing on fi eld survey techniques and identifi cation of freshwater mussels. (16)
Florida-Georgia Sandhills Working Group. A one-day meeting and fi eld tour focusing on restoration of sandhill longleaf pine ecosystems and associated wildlife. (33)
Federal Coordinating Committee for Longleaf Pine. A three-day meeting focused on coordinating Federal efforts with the broader America’s Longleaf Restoration Initia- tive. (8)
Georgia Department of Natural Resources. A two-day meeting for DNR leadership focusing on the Center’s programs. (6)
Indigo Snake Meeting. A one-day meeting focusing on Eastern indigo Snake reintro- duction efforts. (21)
Gopher Tortoise Council Conference. A post-conference fi eld trip focusing on gopher tortoises and the longleaf pine ecosystem. (16)
David Williams. A one-day fi eld tour to review research and development of ground- cover restoration techniques and plant material supply issues. (1)
USFWS Ecological Forestry Workshop. A three-day workshop for U.S. Fish and Wildlife Service employees from across the Southeast. (19)
Internal Prescribed Fire Course. A one-day course focusing on prescribed fi re for Jones Center employees and graduate students. (12)
Public Relations
Open House. A one-day open house of Jones Center facilities. (531)
British Sky Broadcasting. A four-day visit by a television crew fi lming wetlands re- search. (3)
Appendix II 32 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Education and Outreach Program Off-site Activities-2012
Regional Partnerships and Advisement
Longleaf Partnership Council
The Center was a founding member of this regional partnership of Federal, State, NGO and private groups working to implement the 2009 Rangewide Conservation Plan for Longleaf Pine, which seeks to double the acreage of longleaf from 4 to 8 million acres by 2025. Center staff (RKM) have worked with this effort since it began in 2007, and Kevin McIntyre now serves in leadership role.
Rangewide Conservation Plan for Longleaf Pine: Implementation Plan Writing Team
Kevin McInytyre served on seven-member writing team that drafted “America’s Longleaf restoration initiative: Strategic priorities and actions 2013 – 2015”, a three-year imple- mentation strategy for the Rangewide Conservation Plan for Longleaf Pine.
Lowcountry Forest Conservation Partnership
Kevin McIntyre and Steve Jack were funded through a Nature Conservancy grant to provide advice and develop longleaf restoration plans for approximately 2000 acres around the Francis Marion National Forest. This effort has evolved into a regional long- leaf partnership that serves as a local implementation team for the Rangewide Conservation Plan for Longleaf Pine.
Apalachicola Regional Stewardship Alliance (ARSA)
Kevin McIntyre serves on the steering committee for ARSA, a regional partnership for longleaf restoration in a million-acre focus area centered around the Apalachicola National Forest and St. Marks National Wildlife Refuge, extending into nearby South- west Georgia. This group serves as a local implementation team for the Rangewide Conservation Plan for Longleaf Pine.
Chattahoochee Fall Line Conservation Partnership (CFLCP)
Steve Jack serves as chair of the steering committee chair for the CFLCP, a regional partnership for longleaf restoration around the Ft. Benning/Fall Line Sandhills area of western Georgia. This group serves as a local implementation team for the Rangewide Conservation Plan for Longleaf Pine.
Appendix II 33 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
East Gulf Coastal Plain Joint Venture Desired Forest Conditions
Kevin McIntyre served on a working group to develop desired forest conditions for southern pine systems in the East Gulf Coastal Plain (Southeast Louisianna to South- west Georgia).
U.S. Forest Service Southern Research Station Technical Advisory Committee
Kevin McIntyre and Steve Jack participated in external review group for longleaf-related research programs of the USFS Southern Research Station.
National Fish and Wildlife Foundation (NFWF) Longleaf Stewardship Fund Project
Kevin McIntyre led, and Steve Jack, Lora Smith and Kay Kirkman participated in a collaborative effort with the NFWF under a grant contract to develop evaluative metrics and recommendations for the Longleaf Stewardship Fund, a $3 million annual grant program designed to accelerate implementation of the Rangewide Conservation Plan for Longleaf Pine.
Williams Foundation Family Field Day
Kevin McIntyre and Mike Conner gave planning advice and presentations for fi eld day for Williams Family Properties (16,000 ac). Thomasville, Georgia.
Coalition of Prescribed Fire Councils
Mark Melvin serves as chair of this group, whose overarching goal is to create one voice to assist fi re practitioners, policymakers, regulators and citizens with issues surrounding prescribed fi re use.
Georgia Prescribed Fire Council (GPFC)
The GPFC is a diverse group of stakeholders collaborating to protect the right, to en- courage the use of and to promote public understanding of prescribed fi re in Georgia. Mark Melvin serves as permanent Vice-Chair for this group.
Southern Fire Exchange (SFE)
The SFE is a regional program for fi re science delivery in the Southeast, funded by the Joint Fire Science Program. The SFE consolidates southern fi re information and provides new ways for the fi re community to interact and learn from one another. Mark Melvin serves as Advisory Board Chair.
Appendix II 34 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
eXtension Prescribed Fire Community of Practice
Led by Oklahoma State University, the eXtension Community is a web-based interface that allows practitioners, or the public, to ask questions about prescribed fi re. Mark Melvin serves as a team leader.
National Wildfi re Coordination Group (NWCG)
The Fire Use Subcommittee reviews and updates NWCG prescribed fi re training standards and policy. Mark Melvin serves on Fire Use Subcommittee.
NWCG Smoke Committee
The revision of NWCG’s Smoke Management Guide encompasses broad training and standards, as well as policy, related to managing smoke from wildland fi res. Mark Melvin serves as a member of the Smoke Management Guide Review Team.
Wildland Fire Cohesive Strategy
This group provides technical development and review of the Southeast Regional Strategy Phase III report process and fi nal document. Mark Melvin serves as Southeast Regional Technical Group Member.
Southeast Regional Partnership for Planning and Sustainability (SERPPAS)
The Southeast Regional Partnership for Planning and Sustainability (SERPPAS) is a six-state partnership comprised of state and federal agencies that promotes collaboration in making resource use decisions supporting conservation of natural resources, working lands, and national defense. Mark Melvin served on the Air Quality Subcommittee and Prescribed Fire Work Group, working to develop creative solutions that address smoke management for prescribed fi re and increase burning while complying with state air quality regulations. The Prescribed Fire Work Group also works collaboratively with the Longleaf Partnership Council to implement the Rangewide Conservation Plan for Longleaf Pine by developing strategies, garner support and implement programs that will double ‘region- wide longleaf’ burning by year 2025.
National Association of State Foresters Fire Committee and biennial meeting of State Fire Chiefs, Managers, and Supervisors
Mark Melvin gave an oral presentation and collaborated to develop and conduct national prescribed fi re use survey.
Appendix II 35 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Florida/Georgia Fire Summit II
Mark Melvin presented and participated in a multi-state meeting to preserve and build Southeast’s capacity for prescribed fi re management.
Coalition of Prescribed Fire Councils
Mark Melvin serves as Chair and presided over annual Governing Board meeting.
Georgia Adopt A Stream
Steve Golladay served on the board of directors for Georgia Adopt A Stream and led a Stream Invertebrate Taxonomy Workshop at the annual conference.
Rivers Alive Cleanup
Lora Smith, Jennifer Howze and Kay Kirkman organized and led river cleanup days on the Flint River.
4H2O Water Education Day
Steve Golladay and Nathalie Smith participated in a water education event hosted by Stripling Irrigation Park.
Apalachicola-Chattahoochee-Flint (ACF) Stakeholders
Woody Hicks serves as a technical advisor to the board.
Special Water Program with Public Outreach
Jones Center and The Nature Conservancy sponsored our 2012 Distinguished Lecturer, Brian Richter, to give a public presentation, “The Water in Our Lives”, to 80 guests at the Flint RiverQuarium in Albany, Georgia. Brian is Leader of the Global Freshwater Initia- tive of The Nature Coservancy.
Appendix II 36 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Graduate Students
Graduated 2012
Larval mosquito assemblages in agricultural wetlands of Gina Botello southwestern Georgia: investigating the infl uence of surrounding land use, nutrient enrichment and basal food resources. (University of Georgia, M.S., S. W. Golladay)
Correlations between community diversity and within-species Anna McKee genetic diversity in an amphibian assemblage: Potential processes and implications for conservation management. (University of Georgia, Ph.D., L. L. Smith)
The interaction of soil moisture availability and prescribed fi re Andy Whelan on the exchange of carbon dioxide, energy and water in longleaf pine forests. (University of Alabama, M.S., R. J. Mitchell)
Effects of growing-season prescribed fi re on eastern wild turkey Meg Williams nesting ecology and poult survival in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
The infl uence of fi re regime on carbon cycling in pine Jenny Wright grassland savannas of the southeastern U.S. (University of Edinburgh, Ph.D., R. J. Mitchell)
Current 2012 Projects
Pollinator composition in the Longleaf Pine ecosystem. Sabrie Breland (University of Georgia, M.S., L. K. Kirkman)
Coyote foraging behavior, density dependent spatial Michael Cherry distribution, and impact on white-tailed deer recruitment in southwestern Georgia. (University of Georgia, Ph.D., L. M. Conner)
Seasonal gobbling chronology in hunted and non-hunted Derek Colbert eastern wild turkey populations in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
Appendix III 37 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Modeling hydryologic connectivity in isolated wetlands. James Deemy (University of Georgia, Ph.D., L. K. Kirkman)
Population and site evaluations on gopher tortoises Ashley Free (Gopherus polyphemus) on public and private lands in Georgia. (University of Georgia, M.S., L. L. Smith)
Tick-borne diseases and interactions with deer herds Elizabeth Gleim and prescribed fi re. (University of Georgia, Ph.D., L. M. Conner)
Ecology of upper respiratory disease in gopher tortoises Jess McGuire and box turtles in Southeast Georgia. (University of Georgia, Ph.D., L. L. Smith)
Spatial patterns of wetland use of freshwater turtles in Rachel King coastal plain of Georgia. (University of Georgia, M.S., L. L. Smith)
New Student. Andy Little Wild Turkey Ecology. (University of Georgia, Ph.D., L. M. Conner)
Study of direct and indirect effects of imported fi re ants on Andrea Long native vertebrate populations. (University of Florida, Ph.D., L. L. Smith and L. M. Conner)
Movements, habitat selection and survival of White-Tailed Melinda Nelson Deer fawns in a Longleaf Pine ecosystem. (University of Georgia, M.S., L. M. Conner)
Movements and habitat use by wild turkey females and Christina Perez poults in southwestern Georgia as infl uenced by season and prescribed fi res. (University of Georgia, Ph.D., L. M. Conner)
Nutrient transport pathways in SW Georgia landscapes. Parisa Rinaldi (Georgia State University, M.S., P. V. McCormick)
Infl uence of human water use on streamfl ow characteristics Kathleen Rugel in the lower Flint River, Georgia. (University of Georgia, Ph.D., S. W. Golladay)
Appendix III 38 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Effects of prescribed fi re, hunting and supplemental feeding Drew Ruttinger on habitat selection and home range of male eastern wild turkeys in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
Stress induced behavior and impacts on predation risk: Ron Schiebel Microgeographic mechanisms for maintenance of biodiversity. (Auburn University, Ph.D., L. M. Conner)
Patterns of snake diversity relative to gopher tortoise Beth Schlimm population size on protected areas in Georgia. (University of Georgia, M.S., L. L. Smith)
The role of submerged aquatic vegetation (Hydrilla verticillata) Stephen Shivers on nutrient dynamics and freshwater aquatic food webs within Lake Seminole. (University of Georgia, Ph.D., S. W. Golladay)
Geomorphic and habitat controls on the insect community in a Chelsea Smith coastal plain stream. (University of Georgia, M.S., P. V. McCormick)
Assessing the effects of land use on the condition Stribling Stuber of geographically isolated wetlands in the Dougherty Plain Georgia: a multi scale approach. (University of Georgia, M.S., L. K. Kirkman)
Spatiotemporal difference in mosquito assemblages and Erica Teasley arbovirus prevalance of natural and agricultural wetlands in Southwestern Georgia. (University of Georgia, M.S., S. W. Golladay)
A telemetric study on the ecology of the southeastern Ashley Warren pocket gopher (Geomys pinetis) in southwest Georgia. (University of Georgia, M.S., L. M. Conner)
Conservation Interns/Apprentices
Bradly Bennett. 2011-2012. M.S., Warnell School of Forestry and Natural Resources, University of Georgia.
Allen Simms. 2011-2012. B.S., Warnell School of Forestry and Natural Resources, University of Georgia.
Charles “Chaz” Oliver. 2012-present. B.S., Wildlife and Fisheries, Warnell School of Forestry and Natural Resources, University Georgia.
Appendix III 39 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Scientifi c Advisory Committee
Dr. Robert J. Naiman, Chair (1993-present) Professor School of Fisheries University of Washington
Dr. Gene E. Likens – Founding Chair (1988-2012) Distinguished Senior Scientist, Ecologist Founding Director and President Emeritus Cary Institute of Ecosystem Studies
Dr. Jerry F. Franklin (1988-present) Professor of Ecosystem Management College of Forest Resources University of Washington
Mr. Robert Larimore (2010-present) Natural Resource Specialist US Army Installation Management Command (IMCOM), Southeast Region Fort McPherson, Atlanta, Georgia
Dr. Nova Silvy (2010-present) Regents Professor Department of Wildlife and Fisheries Sciences Texas A&M University
Mr. Brian Richter (Incoming 2013) Leader, Global Freshwater Initiative The Nature Conservancy Charlottesville, Virginia
Appendix IV 40 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Staff
Scientists
Lindsay R. Boring - Director, Scientist, Forest Ecology Adjunct Associate Professor - University of Georgia Courtesy Professor - University of Florida
L. Michael Conner - Scientist, Wildlife Ecology Adjunct Assistant Professor - University of Georgia Adjunct Assistant Professor - Mississippi State University Adjunct Assistant Professor - University of Florida Adjunct Assistant Professor - Auburn Univeristy
Stephen W. Golladay - Associate Scientist, Aquatic Ecology Adjunct Associate Professor - University of Georgia Adjunct Associate Professor - Valdosta State University
D. Woody Hicks - Scientist, Groundwater Hydrology
Steven B. Jack - Conservation Ecologist, Applied Forest Scientist Affi liate Assistant Professor - Auburn University Courtesy Associate Professor - University of Florida
L. Katherine Kirkman - Scientist, Plant Ecology Adjunct Assistant Professor - University of Georgia Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - University of Florida
Paul V. McCormick - Scientist, Aquatic Ecology Adjunct Professor - University of Georgia Adjunct Professor - Georgia State University
Robert J. Mitchell – Scientist, Forest Ecology and Silviculture Adjunct Associate Professor - University of Georgia Adjunct Associate Professor - Auburn University Adjunct Associate Professor - University of Florida Adjunct Associate Professor - Virginia Tech Adjunct Associate Professor - Florida State University
Appendix V 41 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Lora L. Smith - Associate Scientist, Wildlife Ecology Adjunct Assistant Professor - University of Georgia Courtesy Assistant Professor - University of Florida Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - Texas A&M University Adjunct Assistant Professor - University of Maine
Research Technicians
Andres Baron - Lead Technician II, Forest Ecology II
*Jason D. McGee – Lead Technician II, Forest Ecology and Silviculture
Brian A. Clayton - Monitoring Technician II, Groundwater Hydrology
Lisa Cowart - Lead Technician I, Aquatic Ecology
Lisa Giencke - Lead Technician I, Plant Ecology
Jennifer Linehan Howze–Lead Technician II, Herpetology
Noah Jansen – Lead Technician I, Forest Ecology
Gail Morris - Lead Technician I, Wildlife Ecology
Scott N. Pokswinski - Research Technician III, SERDP Grant
Nathalie D. Smith – Lead Technician I, Aquatic Ecology
R. Scott Taylor – Lead Technician II, Forest Ecology
Research Support
Jean C. Brock - Information Technology Manager
Glenn D. Bailey, Jr. - Network Manager
*Noore Ghunaym - Network Manager
Micheal G. Simmons – Database / Data Analyst
Chandler “Lain” Alexander - IT and Network Support Technician
Stephanie E. Allums – Central Lab Manager
Appendix V 42 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Elizabeth P. Cox - Science Librarian
Education
R. Kevin McIntyre - Education Coordinator
Jessica D. McCorvey - Education Program Assistant
Conservation
James B. Atkinson, Jr. - Natural Resource Manager
T. Scott Smith - Assistant Natural Resource Manager
Steven B. Jack - Conservation Ecologist
Brandon Rutledge - Conservation Biologist
Bobby E. Bass - Conservation Technician II
Mark A. Melvin - Conservation Management / Education Technician
Joel L. Rackley - Agricultural Specialist
David C. Varnadoe - Conservation Horticulturist
Charles “Chaz” Oliver - Conservation Intern
*Thomas (Bradley) Bennett - Conservation Intern
*Allen Simms - Conservation Intern
Maintenance and Operations
Dennis J. Williams - Maintenance Manager
Administration
Lindsay R. Boring - Director
Becky H. Gay – Business Administrator
Denise R. McWhorter - Assistant to the Director
Appendix V 43 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Cindy C. Craft – Administrative and Human Resource Assistant
Robert S. Lynch - Accountant
Rosanne B. Bohannon - Procurement Specialist / Accounting Assistant
Larry E. Ethridge - Security Supervisor
Jessica A. Kelly - Receptionist
*has left the Center
Appendix V 44 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Guest Seminars
Baron, Andres. Lead Technician, Forest Ecology II, Joseph W. Jones Ecological Research Center. Thermokarst slump effects on ecosystem carbon and nitrogen dynamics in upland Arctic Tundra.
Beasley, Dr. Jim. Assistant Research Scientist, Savannah River Ecology Lab, University or Georgia, Aiken, South Carolina. Ecological adaptations of mesopredators inhabiting agricultural ecosystems.
Botello, Gina. M.S. Student, Odum School of Ecology, University of Georgia, Athens, Georgia. Larval mosquito assemblages in agricultural wetlands of southwestern Georgia: Investigating the infl uence of surrounding land use, nutrient enrichment and basal food resources.
Brooks, Dr. John R. Professor of Forest Biometrics, West Virginia University, Morgantown, West Virginia. What we think we know about planted Longleaf Pine growth and yield in Southwest Georgia.
Gandhi, Dr. Kamal J. K. Assistant Professor of Forest Entomology, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Chemical ecology of bark beetles in southern pine stands.
Grand, Dr. Barry. Professor of Wildlife Science, Auburn University, Unit Leader, Alabama Cooperative Fish and Wildlife Research Unit, Auburn, Alabama. Making conservation a science and management enterprise: Applications of structured decision making and adaptive management.
Lane, Dr. Charles. Offi ce of Research and Development, Environmental Protection Agency, Cincinnati, Ohio. Isolated wetlands: Cryptic systems, uncertain linkages.
Loewenstein, Dr. Edward F. Associate Dean of Academic Affairs, School of Forestry and Wildlife Scienices, Auburn University, Auburn, Alabama. Proportional-B: Restoring balance between art and science in selection silviculture.
McKee, Anna. Ph.D. Candidate, Warnell School of Forestry and Natural Resouces, Univerisity of Georgia. “Correlations between and habitat predictors of species of genetic diversity in pond-breeding amphibian communities.
Monadjem, Dr. Ara. Professor, Department of Biology, University of Swaziland. Bats as biological pest control agents in African agro-ecoysystems.
Appendix VI 45 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 2, 2013
Pascarella, Dr. John. Associate Dean for Academic and Research Programs, Kansas State University, Manhattan, Kansas. Plant-pollinator conservation in the southeastern USA.
Rasmussen, Dr. Todd. Professor, Hydrology and Water Resources, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Hydrologic connectivity of isolated wetlands.
*Richter, Brian. Co-leader, Global Freshwater Initiative, The Nature Conservancy. In search of sustainability: Managing water and ecosystems in a rapidly globalizing world.
Smith, Dr. Lora. Associate Scientist, Wildlife Ecology, Joseph W. Jones Ecological Research Center. The basics of snake safety for fi eld researchers at Ichauway.
Waters, Dr. Matthew. Assistant Professor, Paleolimnology and Aquatic Ecology, Valdosta State University, Valdosta, Georgia. The importance of in-lake processes and allochthonous inputs in the management of large and shallow lakes: Evidence from the sediment record.
Whelan, Andy. M.S. Student, Department of Biological Sciences, University of Alabama, Tuscaloosa, Alabama. Carbon dynamics along an edaphic moisture gradient in frequently burned Longleaf Pine savannas.
Williams, Mary “Meg”. M.S. Student, Warnell School of Forestry and Natural Resources, University of Georgia. Effects of growing season prescribed fi re on eastern wild turkey nesting ecology and poult survival in southwestern Georgia.
Wisely, Dr. Samantha. Associate Director, Ordway-Swisher Biological Station, Associate Professor, Wildlife Ecology and Conservation, Co-Director, Conservation Genetics and Molecular Ecology Lab, University of Florida. Deforestation and cattle ranching drive the emergence of zoonotic pathogens in Paraguay.
*Distinguished Lecturer
Appendix VI 46 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VII-B, Line 5c ROBERT W. WOODRUFF FOUNDATION - #58-1695425 Form 990-PF, Year 2012, Page 6, Part VIII COMPENSATION OF TRUSTEES AND OFFICERS
( c )( d ) Contributions to (e) ( a ) Name and Address ( b ) Title Hours CompBenefit Plans Expenses Per 403b 457b** Insurance 457f** Parking Week Benefits*
TRUSTEES:
James B. Williams Trustee 8 35,000 1,009 191 Peachtree Street, Suite 3540 Chairman Atlanta, Georgia 30303
James M. Sibley Trustee 1 25,000 1,009 191 Peachtree Street, Suite 3540 Vice- Atlanta, Georgia 30303 Chairman
Wilton Looney Trustee 1 25,000 1,009 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
Charles H. McTier Trustee 1 25,000 1,009 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
E. Jenner Wood, III Trustee 1 25,000 1,009 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
TOTAL TRUSTEES 135,000 5,045
OFFICERS:
P. Russell Hardin President 23 212,700 8,719 7,118 13,364 16,068 887 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
J. Lee Tribble Treasurer 23 110,537 8,719 7,118 17,351 743 608 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
Erik S. Johnson Secretary 23 69,085 5,755 4,608 4,051 0 608 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303 23,193 18,844 34,766 16,811 TOTAL OFFICERS 392,32293,614 2,103
TOTAL - TRUSTEES & OFFICERS 527,32298,659 2,103
* Insurance: Trustees - Directors & Officers Liability only Officers - Directors & Officers Liability, Medical, Life, Disabililty, Dental, Workers Compensation and Travel Accident **457b and 457f not expensed and not included in Part I, Line 15 457f - unvested and contingent upon the employee working to a specified age. ROBERT W. WOODRUFF FOUNDATION, INC. - #581695425 990-PF, Year 2012, Page 8, Part X, Line 1e
As of January 1, 2012, the Foundation owned 33,236,502 shares of The Coca-Cola Company common stock. A two-for-one stock split resulted in the Foundation owning 66,473,004 shares. A grant totaling 1,337,614 shares of stock was given in 2012, reducing the final number of shares to 65,135,390 at December 31, 2012. These represent approximately 1.45 % of the total average of 4,504 million shares outstanding which is an insignificant decrease from the 2008 amount evaluated in the attached opinion letter.
The average monthly fair market value of the Foundation's Coca-Cola stock before applying the blockage discount was $2,474,294,457. Based upon the attached opinion letter from SunTrust Robinson Humphrey, the Foundation applied a blockage discount factor of 3.5%.
$2,474,294,457 @ 3.5% = $86,600,306
ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425 Form 990-PF, Year 2012, Page 10, Part XV, Line 2 INFORMATION REGARDING GRANT PROGRAMS
(a) P. Russell Hardin, President Robert W. Woodruff Foundation, Inc. 191 Peachtree Street, NE Suite 3540 Atlanta, Georgia 30303
Telephone: (404) 522-6755
(b) Application form not required. Proposals should be made in letter form and include the following information: • A description of the organization, its purposes, programs, staffing and governing board • The organization’s latest financial statements including the most recent audit report • A description of the proposed project and full justification for its funding • An itemized project budget, including other sources of support in hand or anticipated • Evidence from the IRS of the organization’s tax-exempt status and that the applying organization itself is not a private foundation
(c) Grant applications are considered semi-annually in April and November for requests received by the first of February and September.
(d) Grants generally are limited to tax-exempt charities and selected governmental agencies located and operating in Georgia, with primary interest to the metropolitan Atlanta area. Grants to qualified public charities headquartered outside Georgia occasionally are considered when it is demonstrated that the proposed project will have particular impact in Georgia and fits within the program interests of the Foundation. These interests are focused on the following program areas: • Elementary, secondary and higher education • Health care and education • Human services, particularly for children and youth • Economic development and civic affairs • Art and cultural activities • Conservation of natural resources and environmental education
Grants for regular operating expenses are avoided.
No grants are made to individuals.
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2012, Page 11, Part XV, Line 3b GRANTS APPROVED FOR FUTURE PAYMENT
Foundation Recipient Status Purpose of Grant Amount Agnes Scott College 141 East College Avenue 1 For the renovation of three buildings. $6,000,000 Decatur, GA 30030
Atlanta Botanical Garden For the implementation of a master plan for the 1345 Piedmont Avenue 1 $2,500,000 Smithgall Woodland Garden in Gainesville. Atlanta, GA 30309
The BeltLine Partnership Construction of a 1.5 mile extension of the 50 Hurt Plaza, Suite 910 1 Eastside Trail and the Gateway Entrance to the $1,500,000 Atlanta, GA 30303 Historic Fourth Ward Park.
Boys & Girls Clubs of America Support of 'Great Futures' campaign. Payable 1275 Peachtree Street, N.E. 2 $15,000,000 over four years. Atlanta, GA 30309
Joint initiative of CAP and Midtown Alliance to Capacity, Inc. beautify and improve both Peachtree Street Grand Lobby, The Hurt Building 1 bridges over I-75/85. Contingent on equal $1,500,000 50 Hurt Plaza, Suite 110 investments from the Downtown and midtown Atlanta, GA 30303-2914 Improvement Districts and the Georgia DOT.
Center for Puppetry Arts Expansion and renovation of current facilities to 1404 Spring Street, NE 1 $3,000,000 house the Jim Henson puppet collection. Atlanta, GA 30309
Covenant House Georgia Renovation of the former Bridge property to serve 2488 Lakewood Avenue, SE 1 homeless youth and program expansion. Payable $500,000 Atlanta, GA 30315 over two years.
Emory University 201 Dowman Drive 1 New Scholarship Programs. $50,000,000 Atlanta, GA 30322
Georgia Health Sciences University Foundation, Inc. Construction of a clinical simulation lab in the 1 $4,000,000 1120 15th Street, AA-311 Education Commons building. Augusta, GA 30912-7600
The Greater Atlanta Chamber Foundation Support of Forward Atlanta campaign. Payable 1 $2,000,000 235 International Boulevard, NW over three years. Atlanta, GA 30303
Habitat for Humanity International Implementation of the Georgia ReStore Initiative to 270 Peachtree St., NW 1 grow earned revenue for Habitat affiliates. $750,000 Suite 1300 Payable over two years. Atlanta, GA 30303-1263
Kennesaw Museum Foundation Construction of a research center at the Southern P.O. Box 846 1 $200,000 Museum. Kennesaw, GA 30156
Pace Academy 966 W. Paces Ferry Road NW 1 Construction of Upper School. $2,500,000 Atlanta, GA 30327
Technical College System of Georgia Foundation Implementation of Accelerating Opportunity 1800 Century Place 3 program to help low-skilled adults earn post- $400,000 Suite 275 secondary credentials. Payable over three years. Atlanta, GA 30345
GRANTS APPROVED FOR FUTURE PAYMENT $89,850,000
Foundation status of recipient: 1 509(a)(1) 2 509(a)(2) 3 509(a)(3), type 1 or 2 only Private operating foundation for which we 4 have expenditure responsibility 5 Government agency