OMB No. 1545‐0052 Form 990‐PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury 2009 Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. For calendar year 2009, or tax year beginning , and ending G Check all that apply: Initial return Initial return of a former public charity Final return Amended return Address change Name change
Use the IRS Name of foundation A Employer identification number label. Otherwise, Robert W. Woodruff Foundation, Inc. 58‐1695425 print Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number or type. 50 Hurt Plaza 1200 4045226755 See Specific City or town, state, and ZIP code C If exemption application is pending, check here~| Instructions. Atlanta, GA 30303 D 1. Foreign organizations, check here ~~| 2. Foreign organizations meeting the 85% test, H Check type of organization: X Section 501(c)(3) exempt private foundation check here and attach computation ~~~~| Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation E If private foundation status was terminated I Fair market value of all assets at end of year J Accounting method: X Cash Accrual under section 507(b)(1)(A), check here ~| (from Part II, col. (c), line 16) Other (specify) F If the foundation is in a 60‐month termination | $ 2403030271. (Part I, column (d) must be on cash basis.) under section 507(b)(1)(B), check here~| 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 ~~~~~~~~~~~~~~ 634571. 634571. Statement 1 4 Dividends and interest from securities~~~~~ 71175289. 71175289. 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 ~~ 2978385. Gross sales price for all b assets on line 6a ~~ 12615969. 7 Capital gain net income (from Part IV, line 2) ~~~~~ 2978385.
Revenue 8 Net short‐term capital gain ~~~~~~~~~ 9 Income modifications~~~~~~~~~~~~ 114489. 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 74788246. 74788246. 114489. 13 Compensation of officers, directors, trustees, etc.~~~ 777876. 278548. 499328. 14 Other employee salaries and wages~~~~~~ 258529. 100877. 157652. 15 Pension plans, employee benefits ~~~~~~ 207760. 72716. 135044. 16a Legal fees~~~~~~~~~~~~~~~~~Stmt 4 5359. 1876. 3483. b Accounting fees ~~~~~~~~~~~~~~Stmt 5 35960. 12586. 23374. c Other professional fees ~~~~~~~~~~~Stmt 6 182957. 182463. 494. 17 Interest ~~~~~~~~~~~~~~~~~~ 18 Taxes~~~~~~~~~~~~~~~~~~~Stmt 7 740802. 0. 0. 19 Depreciation and depletion ~~~~~~~~~ 20 Occupancy ~~~~~~~~~~~~~~~~ 87642. 30675. 56967. 21 Travel, conferences, and meetings ~~~~~~ 21117. 7391. 13726. 22 Printing and publications ~~~~~~~~~~ 1352. 473. 879. 23 Other expenses ~~~~~~~~~~~~~~Stmt 8 136494. 20338. 116156. 24 Total operating and administrative expenses. Add lines 13 through 23 ~~~~~ 2455848. 707943. 1007103.
Operating and Administrative Expenses 25 Contributions, gifts, grants paid ~~~~~~~ 106273049. 106387538. 26 Total expenses and disbursements. Add lines 24 and 25 108728897. 707943. 107394641. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements ~ ‐33940651. b Net investment income (if negative, enter ‐0‐)~~~ 74080303. c Adjusted net income (if negative, enter ‐0‐) 114489. 923501 02‐02‐10 LHA For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Form 990‐PF (2009) 1 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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~~~~~~~~~~~~~~~~~~~ 6403. 6898. 6898. 2 Savings and temporary cash investments ~~~~~~~~~~~~ 43746377. 37070033. 37079387. 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 ~~~~~~~~~~~~~ 1620. 2818. 2818.
Assets 10a Investments ‐ U.S. and state government obligations ~~~~~~~Stmt 10 107042827. 116465691. 122352209. b Investments ‐ corporate stock ~~~~~~~~~~~~~~~~~Stmt 11 85485380. 84166808. 2123639926. c Investments ‐ corporate bonds ~~~~~~~~~~~~~~~~~Stmt 12 73724622. 86572632. 89616716. 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 21849790. Less: accumulated depreciation ~~~~~~~~9 492259. 21357531. 21357531. 30243552. 15 Other assets (describe 9 Statement 13) 52619. 85782. 88765.
16 Total assets (to be completed by all filers) 331417379. 345728193. 2403030271. 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 14) 27035. 27799.
23 Total liabilities (add lines 17 through 22) 27035. 27799. Foundations that follow SFAS 117, check here 9 X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~ 331390344. 345700394. 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~~~~~~~~~~~~~~~~ 331390344. 345700394. Net Assets or Fund Balances
31 Total liabilities and net assets/fund balances 331417379. 345728193. 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 331390344. 2 Enter amount from Part I, line 27a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 ‐33940651. 3 Other increases not included in line 2 (itemize) 9 See Statement 9 3 48250701. 4 Add lines 1, 2, and 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 345700394. 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 345700394. Form 990‐PF (2009) 923511 02‐02‐10 2 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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 see attached P Various Various b 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 12615969. 9637584. 2978385. b c d e 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 2978385. b c d e 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 2978385. 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). p If (loss), enter ‐0‐ in Part I, line 8 om 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? ~~~~~~~~~~~~~~~~ Yes X 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 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)) 2008 116987932. 2224016687. .052602 2007 96066772. 2335476654. .041134 2006 101496896. 1987679570. .051063 2005 101944982. 1961695405. .051968 2004 105057915. 2129804754. .049327
2 Total of line 1, column (d)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 .246094 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 .049219
4 Enter the net value of noncharitable‐use assets for 2009 from Part X, line 5 ~~~~~~~~~~~~~~~~~~~~~ 4 2006741309.
5 Multiply line 4 by line 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 98769800.
6 Enter 1% of net investment income (1% of Part I, line 27b) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 740803.
7 Add lines 5 and 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 99510603.
8 Enter qualifying distributions from Part XII, line 4~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 107394641. 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.
923521 02‐02‐10 Form 990‐PF (2009) 3 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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. p 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 | X and enter 1% mn 1 740803. 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) on 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 740803. 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 740803. 6 Credits/Payments: a 2009 estimated tax payments and 2008 overpayment credited to 2009 ~~~~~~~~ 6a 743621. 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 743621. 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 2818. 11 Enter the amount of line 10 to be: Credited to 2010 estimated tax | 2818. 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 b If "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 2009 or the taxable year beginning in 2009 (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 (2009)
923531 02‐02‐10 4 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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 acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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, Secretary Telephone no. |404‐522‐6755 Located at | 50 Hurt Plaza, Suite 1200, Atlanta, GA ZIP+4 |30303‐2951 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 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 page 20 of the 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 2009?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 2009, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2009? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X 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 to any 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No b If "Yes," did it have excess business holdings in 2009 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 2009.) ~~~~~~~~~~~~~~~~~~~~~~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 2009? 4b X Form 990‐PF (2009)
923541 02‐02‐10 5 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X 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? ~~~~~~~~~ Yes X 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. 4785. 0. OFFICERS‐see attached detail listing OFFICERS
69.00 402104. 100673. 1689. OFFICERS‐see attached detail listing RETIRED PRESIDENT
0.00 240772. 0. 0.
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 Elizabeth A. Smith ‐ 50 Hurt Plaza, Grants Officer Suite 1200, Atlanta, GA 30303 23.00 50673. 11466. 563.
Total number of other employees paid over $50,000 | 0 Form 990‐PF (2009)
923551 02‐02‐10 6 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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 RIDGEWORTH CAPITAL MANAGEMENT INVESTMENT 50 Hurt Plaza, Suite 1400, Atlanta, GA 30303 CONSULTANTS 182112.
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 (2009)
923561 02‐02‐10 7 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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 2036998418. b Average of monthly cash balances ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b 6436. c Fair market value of all other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c 295967. d Total (add lines 1a, b, and c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d 2037300821. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) ~~~~~~~~~~~~~~~~~~~~~~ 1e 3048916. 2 Acquisition indebtedness applicable to line 1 assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 0. 3 Subtract line 2 from line 1d~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 2037300821. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) ~~~~~~~~ 4 30559512. 5 Net value of noncharitable‐use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ~~~~~~~~~~ 5 2006741309. 6 Minimum investment return. Enter 5% of line 5 6 100337065. Distributable Amount (Section 4942(j)(3) and (j)(5) private operating foundations and certain Part XI (see instructions) foreign organizations check here 9 and do not complete this part.) 1 Minimum investment return from Part X, line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 100337065. 2a Tax on investment income for 2009 from Part VI, line 5 ~~~~~~~~~~~ 2a 740803. b Income tax for 2009. (This does not include the tax from Part VI.) ~~~~~~~ 2b c Add lines 2a and 2b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 740803. 3 Distributable amount before adjustments. Subtract line 2c from line 1 ~~~~~~~~~~~~~~~~~~~~~~~ 3 99596262. 4 Recoveries of amounts treated as qualifying distributions~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 114489. 5 Add lines 3 and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 99710751. 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 99710751.
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 107394641. 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 107394641. 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 740803. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 106653838. 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 (2009)
923571 02‐02‐10 8 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 9
Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2008 2008 2009 1 Distributable amount for 2009 from Part XI, line 7 ~~~~~~~~~~~~~~~~~ 99710751. 2 Undistributed income, if any, as of the end of 2009: a Enter amount for 2008 only ~~~~~~~ 104661303. b Total for prior years: , , 0. 3 Excess distributions carryover, if any, to 2009: aFrom 2004 ~~~ bFrom 2005 ~~~ c From 2006 ~~~ dFrom 2007 ~~~ eFrom 2008 ~~~ f Total of lines 3a through e ~~~~~~~~ 0. 4 Qualifying distributions for 2009 from Part XII, line 4: 9 $ 107394641. aApplied to 2008, but not more than line 2a ~ 104661303. 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 2009 distributable amount ~~~ 2733338. eRemaining amount distributed out of corpus 0. 5 Excess distributions carryover applied to 2009 ~~ 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 2008. Subtract line 4a from line 2a. Taxable amount ‐ see instr.~ 0. f Undistributed income for 2009. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2010 ~~~~~~~~~~ 96977413. 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 2004 not applied on line 5 or line 7 ~~~~~~~ 0. 9 Excess distributions carryover to 2010. Subtract lines 7 and 8 from line 6a ~~~~ 0. 10 Analysis of line 9: aExcess from 2005~ bExcess from 2006~ c Excess from 2007~ dExcess from 2008~ eExcess from 2009 Form 990‐PF (2009) 923581 02‐02‐10 9 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 10 Part XIV Private Operating Foundations (see instructions and Part VII‐A, question 9) N/A 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2009, 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) 2009 (b) 2008 (c) 2007 (d) 2006 (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 the 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 here 9 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 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
923601 02‐02‐10 Form 990‐PF (2009) 10 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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 106387538.
Total 9 3a 106387538. b Approved for future payment See attached schedule 1175000.
Total 9 3b 1175000. 923611 02‐02‐10 Form 990‐PF (2009) 11 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2009) 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 634571. 4 Dividends and interest from securities ~~~~~~~~ 14 71175289. 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 2978385. 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. 74788246. 0. 13 Total. Add line 12, columns (b), (d), and (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 74788246. (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).
923621 02‐02‐10 Form 990‐PF (2009) 12 16150504 352174 0060 2009.03010 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 }}}}}} }}}}}}}}}}}}}} SunTrust Bank ‐ cash equivalents 634571. }}}}}}}}}}}}}} Total to Form 990‐PF, Part I, line 3, Column A 634571. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Dividends and Interest from Securities Statement 2 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Capital Gains Column (A) Source Gross Amount Dividends Amount }}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Dividends 61856676. 0. 61856676. Interest ‐ long‐term 9318613. 0. 9318613. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Fm 990‐PF, Part I, ln 4 71175289. 0. 71175289. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 Legal Fees Statement 4 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest‐ Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} King & Spalding 5359. 1876. 3483. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Fm 990‐PF, Pg 1, ln 16a 5359. 1876. 3483. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
14 Statement(s) 1, 2, 3, 4 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Accounting Fees Statement 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest‐ Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Deloitte/Touche 35960. 12586. 23374. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 16b 35960. 12586. 23374. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Professional Fees Statement 6 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest‐ Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Ridgeworth Capital Management 182112. 182112. 0. Benefit Alternatives, Inc. 760. 266. 494. SunTrust Bank 85. 85. 0. Suntrust Robinson‐Humphrey 0. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 16c 182957. 182463. 494. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Taxes Statement 7 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest‐ Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Excise Tax 740802. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 18 740802. 0. 0. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
15 Statement(s) 5, 6, 7 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Expenses Statement 8 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest‐ Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Computer 35064. 12272. 22792. Office Insurance 2930. 1026. 1904. Office Equipment 2862. 1002. 1860. Supplies 4278. 1497. 2781. Organization Dues 80384. 700. 79684. Postage 2476. 867. 1609. Repairs/Maintenance 5891. 2062. 3829. Telephone 2126. 744. 1382. Miscellaneous 483. 168. 315. }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 23 136494. 20338. 116156. ~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Increases in Net Assets or Fund Balances Statement 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description Amount }}}}}}}}}}} }}}}}}}}}}}}}} Gain on stock grant to CFA fbo Grady Memorial Hospital Corp. 48250701. }}}}}}}}}}}}}} Total to Form 990‐PF, Part III, line 3 48250701. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF U.S. and State/City Government Obligations Statement 10 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
U.S. Other Fair Market Description Gov't Gov't Book Value Value }}}}}}}}}}} }}}}} }}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various ‐ see attached detail X 116465691. 122352209. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total U.S. Government Obligations 116465691. 122352209. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total State and Municipal Government Obligations }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10a 116465691. 122352209. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
16 Statement(s) 8, 9, 10 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Corporate Stock Statement 11 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various ‐ see attached detail 84166808. 2123639926. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10b 84166808. 2123639926. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Corporate Bonds Statement 12 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various ‐ see attached detail 86572632. 89616716. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10c 86572632. 89616716. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Assets Statement 13 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Beginning of End of Year Fair Market Description Yr Book Value Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 52618. 72480. 75463. Oil/Gas Lease 1. 1. 1. Benefit Plans 0. 13301. 13301. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} To Form 990‐PF, Part II, line 15 52619. 85782. 88765. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Liabilities Statement 14 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description BOY Amount EOY Amount }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 27035. 27035. Benefit Plan 0. 764. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 22 27035. 27799. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
17 Statement(s) 11, 12, 13, 14 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 2220 Underpayment of Estimated Tax by Corporations OMB No. 1545‐0142 Department of the Treasury | See separate instructions. Internal Revenue Service | Attach to the corporation's tax return. Form 990‐PF 2009 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 740803.
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 740803. 4 Enter the tax shown on the corporation's 2008 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 713379.
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 713379. 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 05/15/09 06/15/09 09/15/09 12/15/09 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 35931. 35861. 249638. 208688. 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 76621. 75000. 175000. 417000. 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 40690. 79829. 5191. 13 Add lines 11 and 12 ~~~~~~~~~~~~~~~~~ 13 115690. 254829. 422191. 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 76621. 115690. 254829. 422191. 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 40690. 79829. 5191. 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 (2009)
912801 01‐05‐10 18 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Form 990‐PF Form 2220 (2009) 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 4/15/2009 and before 7/1/2009 ~~ 21
22 Underpayment on line 17 x Number of days on line 21 x 4% ~~~ 22 $ $ $ $ 365
23 Number of days on line 20 after 06/30/2009 and before 10/1/2009 ~ 23
24 Underpayment on line 17 x Number of days on line 23 x 4% ~~~ 24 $ $ $ $ 365
25 Number of days on line 20 after 9/30/2009 and before 1/1/2010 ~~ 25
26 Underpayment on line 17 x Number of days on line 25 X 4% ~~~ 26 $ $ $ $ 365
27 Number of days on line 20 after 12/31/2009 and before 4/1/2010 ~ 27
28 Underpayment on line 17 x Number of days on line 27 X 4% ~~~ 28 $ $ $ $ 365
29 Number of days on line 20 after 3/31/2010 and before 7/1/2010 ~~ 29
30 Underpayment on line 17 x Number of days on line 29 x *% ~~~ 30 $ $ $ $ 365
31 Number of days on line 20 after 6/30/2010 and before 10/01/2010 ~ 31
32 Underpayment on line 17 x Number of days on line 31 x *% ~~~ 32 $ $ $ $ 365
33 Number of days on line 20 after 9/30/2010 and before 1/1/2011 ~~ 33
34 Underpayment on line 17 x Number of days on line 33 x *% ~~~ 34 $ $ $ $ 365
35 Number of days on line 20 after 12/31/2010 and before 2/16/2011 ~ 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 (2009)
912802 01‐05‐10 19 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 Form 2220 (2009) 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 2006 ~~~~~~~~~~~~ 1a
bTax year beginning in 2007 ~~~~~~~~~~~~ 1b
c Tax year beginning in 2008 ~~~~~~~~~~~~ 1c 2 Enter taxable income for each period for the tax year beginning in 2008. (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 2006 ~~~~~~~~~~~~ 3a
bTax year beginning in 2007 ~~~~~~~~~~~~ 3b
c Tax year beginning in 2008 ~~~~~~~~~~~~ 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 912821 01‐05‐10 JWA Form 2220 (2009) 20 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 Form 2220 (2009) Form 990‐PF Page 4 Part II ‐ Annualized Income Installment Method ** (a) (b) (c) (d) First 2 First 3 First 6 First 9 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 2395422. 3589600. 21428629. 39758924.
22 Annualization amounts (see instructions) ~~~~~~ 22 6.000000 4.000000 2.000000 1.333330
23aAnnualized taxable income. Multiply line 21 by line 22 ~ 23a 14372532. 14358400. 42857258. 53011766. bExtraordinary items (see instructions) ~~~~~~~~ 23b c Add lines 23a and 23b ~~~~~~~~~~~~~~ 23c 14372532. 14358400. 42857258. 53011766. 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 143725. 143584. 428573. 530118. 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 143725. 143584. 428573. 530118. 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 143725. 143584. 428573. 530118.
30 Applicable percentage ~~~~~~~~~~~~~~ 30 25% 50% 75% 100%
31 Multiply line 29 by line 30 31 35931. 71792. 321430. 530118. 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 35931. 71792. 321430. 530118. 33 Add the amounts in all preceding columns of line 38 (see instructions) ~~~~~~~~~~~~~~~~ 33 35931. 71792. 321430. 34 Adjusted seasonal or annualized income installments. Subtract line 33 from line 32. If zero or less, enter ‐0‐ ~ 34 35931. 35861. 249638. 208688. 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 178345. 192057. 185201. 185201. 36 Subtract line 38 of the preceding column from line 37 of the preceding column ~~~~~~~~~~~~~~ 36 142414. 298610. 234173.
37 Add lines 35 and 36 ~~~~~~~~~~~~~~~ 37 178345. 334471. 483811. 419374. 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 35931. 35861. 249638. 208688. Form 2220 (2009) ** Annualized Income Installment Method Using Standard Option
JWA 912822 01‐05‐10 21 16150504 352174 0060 2009.03010 Robert W. Woodruff Foundati 0060___1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2009
Foundation Recipient Status Purpose of Grant Amount CULTURAL ACTIVITIES
The Atlanta Lyric Theater 2221 Peachtree Rd., NE Costs associated with the Atlanta Lyric Theatre's move to 2 $ 75,000 Suite D-655 the Strand Theatre in Cobb County. Atlanta, GA 30309
The Community Foundation for Greater Atlanta, Inc. The Hurt Building Support of increased grantmaking at the Metropolitan 1 $ 1,500,000 Suite 449 Atlanta Arts Fund . Atlanta, GA 30303
Metro Atlanta Arts and Culture Coalition 50 Hurt Plaza Purchase and implementation of software system for a 1 $ 100,000 Suite 980 consortium of arts organizations. Atlanta, GA 30303
TOTAL CULTURAL ACTIVITIES $ 1,675,000
EDUCATION
Brewton-Parker College Highway 280 1 Renovation of McAllister Hall. $ 300,000 Mount Vernon, GA 30445-0197
The Cottage School Construction of a student activities center. Contingent gran 700 Grimes Bridge Road 1 $ 250,000 payable in 2009. Roswell, GA 30075
Emory University Establishment of The Presidential Fund at Emory University 1440 Clifton Road, NE 1 to be used for strategic investments on behalf of the $ 2,500,000 Atlanta, GA 30322 University. Payable over five years.
Georgia Council on Economic Education P. O. Box 1619 1 Program support over three years. $ 150,000 Atlanta, GA 30301-1619
Construction of a new building for the School of Dentistry. Georgia Health Sciences University Foundation, Inc. Payable in two installments when sufficient funds have bee Medical College of Georgia 1 $ 3,000,000 secured to complete the project and a construction contrac Augusta, GA 30912-7600 is let.
Georgia Military College New classroom technology in connection with $25 million 201 East Greene Street 1 $ 500,000 campus redevelopment. Milledgeville, GA 31061-3398
Georgia Research Alliance, Inc. Support of operations. The grant will be paid when matched The Hurt Building, Suite 1220 1 $ 500,000 2:1 by other contributions. Atlanta, GA 30303
Georgia Tech Foundation Construction of the Innovative Learning Resource Center. Georgia Institute of Technology 1 $ 2,500,000 Contingent. Atlanta, GA 30332
Page 1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2009
Foundation Recipient Status Purpose of Grant Amount
Construction of an addition to the Georgia Museum of Art a University of Georgia the University of Georgia. Contingent on sufficient funds Administration Building 1 $ 2,500,000 being raised to complete the project. Payment would be Athens, GA 30602-1661 made to the University's Arch Foundation.
KIPP: Metro Atlanta 191 Peachtree St., NE Phase I capital needs at KIPP STRIVE Academy and KIPP 1 $ 800,000 Suite 810 South Fulton Academy. Atlanta, GA 30303
Lovett School 4075 Paces Ferry Rd., N.W. 1 Construction of a $26.4 million Middle School. $ 1,250,000 Atlanta, GA 30327-3099
National Merit Scholarship Corp. 1560 Sherman Ave., Suite 200 1 Support of Merit and Achievement Scholarship Program. $ 17,470 Evanston, IL 602014897
The Posse Foundation Establishment of Posse Atlanta to recruit and support 101 Marietta Street, NW 1 Atlanta high school students who attend selective national $ 50,000 Suite 1040 colleges on full academic scholarships. Atlanta, GA 30303
Tech High Foundation 1043 Memorial Drive, SE 1 Capital improvements. $ 250,000 Atlanta, GA 30316
Robert W. Woodruff Library, Inc. Renovation of the Woodruff Library. Payable over three 111 James P. Brawley Drive, SW 3 years as satisfactory construction and financing plans are $ 4,500,000 Atlanta, GA 30314 finalized and implemented.
Year Up, Inc. 730 Peachtree St. Establishment of an Atlanta site of the Year Up workforce 1 $ 500,000 Suite 900 development program. Payable over two years. Atlanta, GA 30308
TOTAL EDUCATION $ 19,567,470
ENVIRONMENT
The Arch Foundation University of Georgia Construction of a new horticulture complex at the State 394 S. Milledge Avenue 1 $ 250,000 Botanical Garden of Georgia. Milledge Center Athens, GA 30602-1661
Georgia, State of, Department of Natural Resources Acquisition of 4,610 acres to complete the purchase of the 2 Martin Luther King Dr., SE 5 Silver Lake Tract in Decatur County. Payable over two $ 3,750,000 Suite 1252 years. Atlanta, GA 30334-9000
Ichauway, Incorporated 3988 Jones Center Drive 4 2009 and 2010 capital and operating needs. $ 16,400,000 Newton, GA 39870
Page 2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2009
Foundation Recipient Status Purpose of Grant Amount Park Pride Harris Tower 233 Peachtree St., NE 1 Expansion of the Community Grant Program. $ 745,000 Suite 1600 Atlanta, GA 30303
Piedmont Park Conservancy, Inc. Phase One campaign to expand Piedmont Park. $1 million P. O. Box 7795 1 to be paid immediately, with the remainder payable over $ 5,500,000 Atlanta, GA 30357-0795 three years as matched 2:1 by other gifts and pledges.
TOTAL ENVIRONMENT $ 26,645,000
HEALTH
Georgia Cancer Coalition Continued support for operations, including efforts to 50 Hurt Plaza, Suite 700 1 develop a statewide clinical trials network and for other $ 400,000 Atlanta, GA 30303 strategic initiatives that may be approved by the Foundation
Georgia Meth Project One Overton Park Support of preventive program to reduce methamphetamine 1 $ 750,000 Suite 980 use in Georgia. Atlanta, GA 30339
The Community Foundation for Greater Atlanta, Inc. for the benefit of Grady Memorial Hospital Corporation * Capital needs, including medical equipment and medical 1 $ 50,000,068 The Hurt Building records systems. Suite 449 Atlanta, GA 30303
TOTAL HEALTH $ 51,150,068
HUMAN SERVICES
American Foundation for the Blind, Inc. 11 Penn Plaza Support of Training Resources on Low Vision Technology 2 $ 500,000 Suite 300 initiative as part of 90th anniversary campaign. New York, NY 10001
Bobby Dodd Institute Establishment of an Enterprise Fund to provide working 2120 Marietta Blvd, NW 2 $ 500,000 capital for Bobby Dodd's social enterprises. Atlanta, GA 30318
Enable of Georgia, Inc. 1200 Old Ellis Road 1 Capital needs. $ 100,000 Roswell, GA 30076
Enterprise Community Partners, Inc. 34 Peachtree Street Continued support for community development and 1 $ 100,000 Suite 2350 affordable housing in Atlanta. Payable over three years. Atlanta, GA 30303
The Extension 1507 Church Street Ext. Purchase and renovation of facility to house Residential 1 $ 50,000 P. O. Box 793 Recovery Program for Women. Marietta, GA 30061
Page 3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2009
Foundation Recipient Status Purpose of Grant Amount
Fragile Kids Foundation 3350 Riverwood Parkway 2 Expansion of loaned equipment program. $ 50,000 Suite 1400 Atlanta, GA 30339
Friends of Disabled Adults, Inc. 4900 Lewis Road 1 Capital improvements to FODAC's Stone Mountain facility. $ 300,000 Stone Mountain, GA 30083
Georgia Community Support and Solutions 1945 Cliff Valley Way Capital expenses associated with the implementation of an 1 $ 50,000 Suite 220 Autism Transition program for adults with autism. Atlanta, GA 30329
National Alliance on Mental Illness Georgia 3050 Presidential Drive Support of the Georgia Crisis Intervention program to 1 $ 40,000 Suite 202 educate law enforcement officials about mental illness. Atlanta, GA 30340
One Hundred Black Men of Atlanta, Inc. 241 Peachtree St., NE 2 Youth development and education programs. $ 350,000 Suite 300 Atlanta, GA 30303
The Salvation Army Support of campaign to build and endow a Kroc Center in Georgia Divisional Headquarters Augusta, Georgia ($1 million) and operating support for the 1 $ 3,000,000 1000 Center Place, N.W. Atlanta Area Council to meet increased demand for service Norcross, GA 30093 ($1 million).
TOTAL HUMAN SERVICES $ 5,040,000
PUBLIC AFFAIRS
Atlanta Police Foundation 127 Peachtree Street Putting Public Safety First campaign. Payable over two 1 $ 500,000 201 Candler Building years. Atlanta, GA 30303
Capacity, Inc. Relocation of the Downtown Ambassador corps to the Grand Lobby, The Hurt Building 1 Olympia Building, development of plans for the Greenline $ 300,000 50 Hurt Plaza, Suite 110 and promotion of economic development. Atlanta, GA 30303-2914
The Foundation Center Continued program support for The Foundation Center- 79 Fifth Avenue 1 $ 275,000 Atlanta. Payable over three years. New York, NY 10003-3076
Georgia Center for Nonprofits The Hurt Building 1 Continued program support. Payable over three years. $ 200,000 Suite 845 Atlanta, GA 30303
The Greater Atlanta Chamber Foundation Support of Forward Atlanta program. Payable over three 235 International Boulevard, NW 1 $ 1,000,000 years. Atlanta, GA 30303
Page 4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2009
Foundation Recipient Status Purpose of Grant Amount
Southeastern Council of Foundations, Inc. Costs associated with the Council of Foundations annual 50 Hurt Plaza, Suite 350 1 $ 35,000 meeting to be held in Atlanta in May, 2009. Atlanta, GA 30303
TOTAL PUBLIC AFFAIRS $ 2,310,000
Part I, Line 25, Column d and Part XV, Line 3a TOTAL GRANTS- CHARITABLE $ 106,387,538
Part I, Line 9, Column c:
Robert W. Woodruff Arts Center, Inc. 1280 Peachtree St., N.E. 1 Prior year grant returned to Foundation $ (114,489) Atlanta, GA 30309
Part I, Line 25, Column a TOTAL GRANTS- BOOK $ 106,273,049
Foundation status of recipient: 1 509(a)(1) 2 509(a)(2) 3 509(a)(3), type 1 or 2 only 4 Private operating foundation for which we have expenditure reponsibility 5 Government agency
* The grants totaling $50,000,068 were stock grants of The Coca-Cola Company common stock with book value established by federal estate tax valuation and the fair market value set by the stock price on the date of the grant.
Grant Amount Grant Date Coca-Cola Stock $25,000,033 9/8/2009 495,934 shares @ $50.41 $25,000,035 9/30/2009 465,550 shares @ $53.70
Page 5 Robert W. Woodruff Foundation, Inc. Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c STATEMENTS 10, 11, 12 Portfolio Summary December 31, 2009
Security Type Book Value Fair Market Value
Cash Investments $ 37,070,033 $ 37,079,387
Government Obligations Government Bonds 66,844,857 70,524,100 G N M A 8,168 9,370 F N M A 9,820,162 10,191,865 F H L M C 13,093,059 13,585,709 C M O (a) 26,699,444 28,041,165 STATEMENT 10 TOTAL 116,465,691 122,352,209
Corporate Bonds Corporate Bonds 74,072,574 77,173,740 A B S (b) 12,500,059 12,442,976 STATEMENT 12 TOTAL 86,572,632 89,616,716
Total Fixed Income 203,038,323 211,968,925
Corporate Stock The Coca-Cola Company 64,092,934 2,024,988,042 Diversified Equities 20,073,874 98,651,884
STATEMENT 11 TOTAL 84,166,808 2,123,639,926
Total Portfolio $ 324,275,164 $ 2,372,688,238
C M O / A B S Total (a) 26,699,444 28,041,165 (b) 12,500,059 12,442,976 39,199,503 40,484,141 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
COMMERCIAL PAPER 250,000 Three Pillars Funding 99.97 249,913.19 99.99 249,986.11 0.0 0.500% Due 01-04-10 18,300,000 Three Pillars Funding 99.95 18,290,087.50 99.98 18,296,187.51 0.8 0.500% Due 01-15-10 180,000 Three Pillars Funding 99.96 179,920.00 99.98 179,962.50 0.0 0.500% Due 01-15-10 485,000 Torchmark 99.95 484,764.24 99.98 484,910.41 0.0 0.350% Due 01-19-10 175,000 Torchmark 99.95 174,918.33 99.98 174,967.67 0.0 0.350% Due 01-19-10 485,000 Torchmark 99.97 484,854.50 99.97 484,865.28 0.0 0.400% Due 01-25-10 10,000,000 Block Financial 99.95 9,995,222.22 99.97 9,997,000.00 0.4 0.400% Due 01-27-10 2,214,000 Oglethorpe Power 99.96 2,213,186.36 99.98 2,213,452.04 0.1 0.270% Due 02-02-10 5,000,000 Torchmark 99.94 4,997,166.67 99.96 4,998,055.56 0.2 0.400% Due 02-04-10 37,070,033.01 37,079,387.07 1.6
GOVERNMENT BONDS 2010 Maturities 3,500,000 FEDERAL HOME 106.24 3,718,400.00 103.84 3,634,531.25 0.2 LOAN BANK 6.875% Due 08-13-10
2011 Maturities 2,500,000 FEDERAL NATL 100.86 2,521,550.00 105.06 2,626,425.00 0.1 MTG ASSN 6.250% Due 02-01-11 2,500,000 FEDERAL HOME LN 99.16 2,478,906.25 105.84 2,646,093.75 0.1 MTG CORP 5.625% Due 03-15-11 2,525,000 FEDERAL NATL 99.90 2,522,348.75 99.78 2,519,476.56 0.1 MTG ASSN 1.000% Due 11-23-11 7,522,805.00 7,791,995.31 0.3
1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2012 Maturities 1,000,000 FEDERAL HOME 101.98 1,019,820.00 100.97 1,009,687.50 0.0 LOAN BANK 2.050% Due 01-20-12 2,975,000 FEDERAL HOME 102.12 3,038,159.25 101.63 3,023,343.75 0.1 LOAN BANK 2.100% Due 01-23-12 2,500,000 UNITED STATES 96.61 2,415,234.38 107.59 2,689,648.03 0.1 TREAS NTS 4.375% Due 08-15-12 3,500,000 UNITED STATES 98.97 3,463,906.25 106.82 3,738,710.89 0.2 TREAS NTS 4.000% Due 11-15-12 9,937,119.88 10,461,390.16 0.4
2013 Maturities 3,000,000 FEDERAL NATL 100.00 3,000,000.00 108.41 3,252,187.50 0.1 MTG ASSN call 2/21/06 4.750% Due 02-21-13 2,500,000 UNITED STATES 99.02 2,475,390.63 104.19 2,604,687.85 0.1 TREAS NTS 3.125% Due 04-30-13 2,500,000 FEDERAL HOME 102.00 2,550,000.00 110.53 2,763,281.25 0.1 LOAN BANK var 5.250% Due 07-30-13 3,000,000 UNITED STATES 99.97 2,999,062.50 107.91 3,237,186.54 0.1 TREAS NTS 4.250% Due 08-15-13 11,024,453.13 11,857,343.14 0.5
2014 Maturities 2,500,000 UNITED STATES 102.93 2,573,339.84 106.93 2,673,242.90 0.1 TREAS NTS 4.000% Due 02-15-14 3,000,000 FEDERAL HOME LN 97.90 2,937,000.00 107.53 3,225,867.00 0.1 MTG CORP call 4/2/07 4.500% Due 04-02-14 2,500,000 FEDERAL HOME 99.90 2,497,425.00 109.53 2,738,281.25 0.1 LOAN BANK 4.875% Due 06-13-14
2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 FEDERAL HOME 99.68 996,810.00 111.03 1,110,312.50 0.0 LOAN BANK 5.375% Due 06-13-14 2,500,000 FEDERAL HOME 100.74 2,518,500.00 108.38 2,709,375.00 0.1 LOAN BANK 4.750% Due 12-12-14 11,523,074.84 12,457,078.65 0.5
2016 Maturities 1,500,000 FEDERAL FARM 100.14 1,502,040.00 101.50 1,522,500.00 0.1 CREDIT BANK 3.750% Due 01-29-16 2,500,000 UNITED STATES 95.45 2,386,328.13 107.87 2,696,680.40 0.1 TREAS NTS 4.500% Due 02-15-16 2,750,000 FEDERAL HOME 103.39 2,843,225.00 108.56 2,985,468.75 0.1 LOAN BANK 5.375% Due 09-09-16 1,500,000 FEDERAL FARM 103.21 1,548,075.00 107.91 1,618,593.75 0.1 CREDIT BANK 5.200% Due 09-15-16 8,279,668.13 8,823,242.90 0.4
2017 Maturities 1,250,000 FEDERAL FARM 100.22 1,252,706.25 107.41 1,342,578.13 0.1 CREDIT BANK 5.100% Due 02-22-17 1,500,000 FEDERAL FARM 96.56 1,448,400.00 101.88 1,528,125.00 0.1 CREDIT BANK 4.250% Due 04-17-17 1,000,000 FEDERAL FARM 102.89 1,028,920.00 107.16 1,071,562.50 0.0 CREDIT BANK 5.100% Due 04-25-17 2,500,000 FEDERAL FARM 101.58 2,539,575.00 106.75 2,668,750.00 0.1 CREDIT BANK 5.050% Due 05-18-17 1,000,000 FEDERAL FARM 99.09 990,875.00 108.91 1,089,062.50 0.0 CREDIT BANK 5.400% Due 06-08-17
3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 FEDERAL HOME 100.00 1,000,000.00 104.56 1,045,625.00 0.0 LOAN BANK 4.625% Due 09-08-17 1,250,000 FEDERAL FARM 99.53 1,244,162.50 105.88 1,323,437.50 0.1 CREDIT BANK 5.000% Due 09-22-17 9,504,638.75 10,069,140.63 0.4
2018 Maturities 2,000,000 FEDERAL HOME 99.45 1,988,940.00 105.03 2,100,625.00 0.1 LOAN BANK 4.750% Due 06-08-18 1,500,000 FEDERAL FARM 107.03 1,605,465.00 105.03 1,575,468.75 0.1 CREDIT BANK 5.050% Due 08-01-18 3,594,405.00 3,676,093.75 0.2
2026 Maturities 1,662,866 S B A P 2006-20L 1, 104.66 1,740,292.75 105.44 1,753,283.91 0.1 amortizing 5.120% Due 12-01-26 66,844,857.48 70,524,099.69 3.0
CORPORATE BONDS 2010 Maturities 1,500,000 INTERNATIONAL 100.56 1,508,355.00 98.50 1,477,483.50 0.1 LEASE FINANCE 5.000% Due 04-15-10 1,500,000 NORTHERN STATES 100.58 1,508,700.00 102.41 1,536,112.50 0.1 POWER 4.750% Due 08-01-10 2,000,000 NATIONAL RURAL 102.51 2,050,220.00 102.67 2,053,356.00 0.1 UTILITIES COOP FINANCE 4.375% Due 10-01-10 1,750,000 AMERICAN HONDA 102.59 1,795,307.50 103.26 1,806,962.50 0.1 FINANCE 5.125% Due 12-15-10 6,862,582.50 6,873,914.50 0.3
4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2011 Maturities 1,500,000 HSBC FINANCE 101.43 1,521,465.00 104.47 1,567,071.00 0.1 5.700% Due 06-01-11 1,000,000 WALT DISNEY CO 106.05 1,060,500.00 106.58 1,065,827.00 0.0 5.700% Due 07-15-11 1,265,000 FPL GROUP CAPITAL 103.90 1,314,335.00 106.37 1,345,615.92 0.1 5.625% Due 09-01-11 1,500,000 JOHN DEERE 102.58 1,538,655.00 106.86 1,602,855.00 0.1 CAPITAL 5.400% Due 10-17-11 5,434,955.00 5,581,368.92 0.2
2012 Maturities 2,000,000 GENERAL ELECTRIC 97.16 1,943,160.00 103.93 2,078,606.00 0.1 CAPITAL CORP 4.375% Due 03-03-12 1,500,000 ASTRAZENECA PLC 104.98 1,574,760.00 109.24 1,638,529.50 0.1 5.400% Due 09-15-12 1,500,000 LOWES COMPANIES 101.42 1,521,270.00 109.91 1,648,600.50 0.1 5.600% Due 09-15-12 1,500,000 IBM 104.61 1,569,135.00 108.32 1,624,840.50 0.1 INTERNATIONAL GROUP CAPITAL 5.050% Due 10-22-12 2,000,000 SUNTRUST BANKS 99.99 1,999,800.00 103.76 2,075,118.00 0.1 5.250% Due 11-05-12 8,608,125.00 9,065,694.50 0.4
2013 Maturities 1,280,000 ALCOA 100.85 1,290,905.60 104.29 1,334,913.28 0.1 5.375% Due 01-15-13 2,000,000 MBNA CORP 104.22 2,084,340.00 106.09 2,121,794.00 0.1 6.125% Due 03-01-13 1,750,000 VERIZON 101.97 1,784,510.00 107.80 1,886,447.50 0.1 COMMUNICATIONS 5.250% Due 04-15-13 1,000,000 CAROLINA POWER 105.49 1,054,880.00 107.03 1,070,332.00 0.0 & LIGHT 5.125% Due 09-15-13
5 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
500,000 GEORGIA POWER 109.50 547,480.00 111.15 555,769.00 0.0 CO. 6.000% Due 11-01-13 6,762,115.60 6,969,255.78 0.3
2014 Maturities 1,000,000 ANHEUSER-BUSCH 98.63 986,340.00 103.16 1,031,608.00 0.0 4.950% Due 01-15-14 1,000,000 ROCHE HOLDINGS 101.83 1,018,310.00 106.98 1,069,837.00 0.0 5.000% Due 03-01-14 2,000,000 MORGAN STANLEY 95.97 1,919,440.00 100.57 2,011,494.00 0.1 4.750% Due 04-01-14 2,000,000 PITNEY BOWES INC 96.57 1,931,354.00 104.76 2,095,200.00 0.1 4.875% Due 08-15-14 1,500,000 BELLSOUTH CORP 98.79 1,481,865.00 107.10 1,606,489.50 0.1 5.200% Due 09-15-14 7,337,309.00 7,814,628.50 0.3
2015 Maturities 1,500,000 WACHOVIA BANK 95.32 1,429,740.00 102.13 1,531,926.00 0.1 4.875% Due 02-01-15 1,500,000 WELLS FARGO 96.84 1,452,607.50 101.97 1,529,539.50 0.1 BANK 4.750% Due 02-09-15 1,000,000 MERCK & CO 96.67 966,650.00 107.22 1,072,207.00 0.0 4.750% Due 03-01-15 1,045,000 E.I. DUPONT DE 98.37 1,027,945.60 106.36 1,111,443.19 0.0 NEMOURS 4.750% Due 03-15-15 2,000,000 JP MORGAN CHASE 96.24 1,924,760.00 103.55 2,071,090.00 0.1 & CO 5.150% Due 10-01-15 6,801,703.10 7,316,205.69 0.3
2016 Maturities 1,500,000 ORACLE CORP 95.43 1,431,435.00 107.99 1,619,793.00 0.1 5.250% Due 01-15-16 2,000,000 CISCO SYSTEMS 101.75 2,035,030.00 109.79 2,195,798.00 0.1 5.500% Due 02-22-16 1,500,000 HOME DEPOT 100.83 1,512,405.00 104.69 1,570,290.00 0.1 5.400% Due 03-01-16
6 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,500,000 ABBOTT 104.37 1,565,490.00 110.30 1,654,483.50 0.1 LABORATORIES 5.875% Due 05-15-16 2,000,000 CONOCOPHILLIPS 102.74 2,054,898.00 108.48 2,169,604.00 0.1 CANADA 5.625% Due 10-15-16 1,000,000 SIEMENS FINAN 102.98 1,029,820.00 107.88 1,078,756.00 0.0 5.750% Due 10-17-16 500,000 GULF POWER CO. 102.54 512,720.00 104.14 520,686.50 0.0 5.300% Due 12-01-16 10,141,798.00 10,809,411.00 0.5
2017 Maturities 1,500,000 GOLDMAN SACHS 95.76 1,436,460.00 102.14 1,532,040.00 0.1 GROUP INC 5.625% Due 01-15-17 2,000,000 TARGET CORP 98.18 1,963,660.00 107.31 2,146,278.00 0.1 5.375% Due 05-01-17 1,500,000 BANK OF AMERICA 101.84 1,527,570.00 103.79 1,556,886.00 0.1 6.000% Due 09-01-17 1,500,000 DEUTSCHE BANK 108.81 1,632,195.00 109.02 1,635,333.00 0.1 AG LONDON 6.000% Due 09-01-17 1,500,000 MCDONALD'S CORP 102.65 1,539,690.00 110.52 1,657,755.00 0.1 5.800% Due 10-15-17 8,099,575.00 8,528,292.00 0.4
2018 Maturities 1,500,000 CREDIT SUISSE NEW 105.87 1,587,982.50 104.63 1,569,507.00 0.1 YORK 6.000% Due 02-15-18 1,500,000 MIDAMERICAN 101.29 1,519,275.00 103.05 1,545,789.00 0.1 ENERGY CO. 5.300% Due 03-15-18 1,000,000 PACIFICORP 104.92 1,049,180.00 107.39 1,073,856.00 0.0 5.650% Due 07-15-18 900,000 SOUTH CAROLINA 104.38 939,438.00 104.35 939,105.90 0.0 ELECTRIC & GAS 5.250% Due 11-01-18 5,095,875.50 5,128,257.90 0.2
7 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2019 Maturities 1,000,000 NOVARTIS SECS 101.20 1,012,000.00 105.05 1,050,526.00 0.0 INVEST LTD 5.125% Due 02-10-19 1,500,000 HONEYWELL 99.40 1,491,045.00 103.55 1,553,200.50 0.1 INTERNATIONAL 5.000% Due 02-15-19 1,000,000 PRINCETON 101.17 1,011,660.00 103.11 1,031,130.00 0.0 UNIVERSITY, callable 4.950% Due 03-01-19 1,000,000 DUKE ENERGY OHIO 102.71 1,027,070.00 105.38 1,053,832.00 0.0 5.450% Due 04-01-19 1,000,000 DUKE UNIVERSITY, 101.26 1,012,630.00 104.25 1,042,470.00 0.0 callable 5.150% Due 04-01-19 1,500,000 BB&T 113.12 1,696,770.00 112.16 1,682,404.50 0.1 6.850% Due 04-30-19 1,500,000 BARCLAYS BANK 111.82 1,677,360.00 111.54 1,673,148.00 0.1 PLC 6.750% Due 05-22-19 8,928,535.00 9,086,711.00 0.4 74,072,573.70 77,173,739.79 3.3
G N M A G N M A 8,168 G N M A POOL 100.00 8,168.14 114.71 9,370.00 0.0 #274314 9.500% Due 08-15-19 8,168.14 9,370.00 0.0
F N M A F N M A 1,113,763 F N M A POOL 99.95 1,113,241.20 104.23 1,160,875.47 0.0 #254952 4.500% Due 11-01-18 9,321 F N M A POOL 100.00 9,320.95 113.04 10,536.40 0.0 #050310 10.000% Due 05-01-20 2,043,032 F N M A POOL 101.73 2,078,465.63 105.97 2,165,000.80 0.1 #255047 5.500% Due 01-01-24
8 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,267,126 F N M A POOL 104.12 1,319,394.90 103.78 1,315,023.32 0.1 #255271 5.000% Due 06-01-24 109,256 F N M A POOL 98.38 107,480.40 112.70 123,134.58 0.0 #346951 7.500% Due 05-01-26 1,641,073 F N M A POOL 98.67 1,619,277.13 103.04 1,690,895.60 0.1 #744602 5.000% Due 10-01-33 1,268,628 F N M A POOL 101.13 1,282,900.25 102.94 1,305,963.91 0.1 #773717 5.000% Due 04-01-34 2,285,974 F N M A POOL 100.18 2,290,081.46 105.88 2,420,434.83 0.1 #879091 var 5.554% Due 06-01-36 9,820,161.93 10,191,864.89 0.4 9,820,161.93 10,191,864.89 0.4
F H L M C F H L M C 38,945 F H L M C POOL 98.50 38,360.62 104.68 40,768.96 0.0 #E20236 7.000% Due 04-01-11 121,569 F H L M C POOL 101.13 122,937.09 107.12 130,228.82 0.0 #E88726 6.000% Due 04-01-17 226,892 F H L M C POOL 100.73 228,558.09 106.42 241,446.96 0.0 #E01162 5.500% Due 05-01-17 1,786,763 F H L M C POOL 101.27 1,809,376.55 105.39 1,883,015.74 0.1 #E96445 5.000% Due 06-01-18 1,514,241 F H L M C POOL 99.86 1,512,111.48 103.62 1,569,010.97 0.1 #E01489 4.500% Due 11-01-18 1,149,446 F H L M C POOL 99.89 1,148,188.33 102.17 1,174,354.01 0.0 #B13421 4.000% Due 04-01-19 12,879 F H L M C POOL 99.97 12,875.17 113.17 14,574.74 0.0 #360106 10.000% Due 05-01-20
9 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
519,225 F H L M C POOL 99.47 516,466.50 105.88 549,765.69 0.0 #C90570 5.500% Due 06-01-22 2,864,500 F H L M C POOL 104.19 2,984,451.23 103.47 2,963,841.15 0.1 #C90719 5.000% Due 10-01-23 84,607 F H L M C POOL 95.81 81,063.96 111.52 94,349.35 0.0 #C80396 7.000% Due 04-01-26 1,691,007 F H L M C POOL 97.44 1,647,674.60 105.46 1,783,369.42 0.1 #C91033 5.500% Due 06-01-27 1,445,638 F H L M C POOL 98.50 1,423,953.83 102.96 1,488,400.39 0.1 #A15349 5.000% Due 11-01-33 1,574,669 F H L M C POOL 99.52 1,567,041.29 104.95 1,652,583.19 0.1 #G02401 5.500% Due 10-01-36 13,093,058.71 13,585,709.41 0.6 13,093,058.71 13,585,709.41 0.6
C M O / A B S C M O / A B S 2,500,000 A B S C O M E T 101.47 2,536,718.75 104.37 2,609,250.00 0.1 2008-A5 var 4.850% Due 02-18-14 2,872,954 C M O F N M A 100.00 2,872,953.51 102.43 2,942,852.47 0.1 2002-83 HC 5.000% Due 01-25-17 669,745 C M O F H L M C 97.53 653,211.15 104.11 697,238.54 0.0 2645-BA 4.500% Due 02-15-18 2,500,000 C M O F H L M C 97.31 2,432,812.50 105.60 2,639,975.00 0.1 2541-VL 5.500% Due 11-15-20 3,000,000 C M O F H L M C 100.47 3,014,062.50 104.98 3,149,250.00 0.1 2684-PD 5.000% Due 03-15-29 2,500,000 C M B S G N M A 97.55 2,438,671.88 102.90 2,572,475.00 0.1 2008-24B 3.862% Due 03-16-29
10 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
974,316 C M O F N M A 101.63 990,148.25 104.66 1,019,718.73 0.0 2002-82 QD 5.500% Due 02-25-32 4,000,000 C M O G N M A 97.75 3,910,000.00 104.09 4,163,400.00 0.2 2003-66 EH 5.000% Due 05-20-32 2,500,000 C M O F H L M C 97.92 2,448,046.88 105.62 2,640,500.00 0.1 3138-PC 5.500% Due 06-15-32 2,500,000 C M O F H L M C 96.59 2,414,843.75 104.87 2,621,700.00 0.1 3165-ND 5.500% Due 10-15-34 2,480,530 C M O G N M A 102.69 2,547,193.97 100.05 2,481,794.80 0.1 2009-93 EJ 3.500% Due 05-20-35 3,000,000 C M O F N M A 99.25 2,977,500.00 103.74 3,112,260.00 0.1 2006-117 PD 5.500% Due 07-25-35 2,575,000 C M B S M L M T 98.63 2,539,593.75 98.26 2,530,298.00 0.1 2004-KEY A3 4.615% Due 08-12-39 2,321,000 C M B S B S C M S 99.94 2,319,549.38 98.14 2,277,829.40 0.1 2005-T20 A4A var 5.302% Due 10-12-42 2,500,000 C M B S J P M C C 100.33 2,508,203.13 99.00 2,474,925.00 0.1 2005-LDP5 A4 5.345% Due 12-15-44 2,660,000 C M B S G E C M C 97.59 2,595,993.75 95.89 2,550,674.00 0.1 2005-CL A5 4.772% Due 06-10-48 39,199,503.15 40,484,140.94 1.7 39,199,503.15 40,484,140.94 1.7
THE COCA-COLA COMPANY 35,526,106 THE COCA-COLA 1.80 64,092,933.79 57.00 2,024,988,042.00 85.3 COMPANY
COMMON STOCK 9,704 AGL RESOURCES INC 2.48 24,032.22 36.47 353,904.88 0.0 140,463 AMERICAN EXPRESS 6.11 858,393.86 40.52 5,691,560.76 0.2
11 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2009
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
28,092 AMERIPRISE 4.35 122,288.94 38.82 1,090,531.44 0.0 FINANCIAL INC 79,500 AT&T INC 5.48 435,807.00 28.03 2,228,385.00 0.1 68,624 BANK OF AMERICA 5.32 364,860.38 15.06 1,033,477.44 0.0 CORPORATION 13,382 BP PLC 14.84 198,639.06 57.97 775,754.54 0.0 25,728 BRISTOL-MYERS 2.56 65,803.29 25.25 649,632.00 0.0 SQUIBB 4,910 DOMINION 4.74 23,281.11 38.92 191,097.20 0.0 RESOURCES INC 20,210 DU PONT DE 29.59 597,963.38 33.67 680,470.70 0.0 NEMOURS & CO 32,000 DUKE ENERGY 4.45 142,492.98 17.21 550,720.00 0.0 261,280 EXXON 8.28 2,163,465.11 68.19 17,816,683.20 0.8 230,352 GENERAL ELECTRIC 3.13 721,908.63 15.13 3,485,225.76 0.1 302,053 JP MORGAN CHASE 6.99 2,110,366.61 41.67 12,586,548.51 0.5 & CO 119,700 NORFOLK 7.36 881,125.00 52.42 6,274,674.00 0.3 SOUTHERN 78,800 PFIZER 17.66 1,391,608.00 18.19 1,433,372.00 0.1 320,000 PROCTER & GAMBLE 3.47 1,111,230.40 60.63 19,401,600.00 0.8 60,000 PROGRESS ENERGY, 21.51 1,290,632.00 41.01 2,460,600.00 0.1 INC 90,160 SOUTHERN 9.07 818,143.08 33.32 3,004,131.20 0.1 COMPANY 16,000 SPECTRA ENERGY 6.42 102,719.52 20.51 328,160.00 0.0 CORP 715,562 SUNTRUST BANKS 8.28 5,922,572.37 20.29 14,518,752.98 0.6 39,928 UNITED 3.65 145,922.15 69.41 2,771,402.48 0.1 TECHNOLOGIES 40,000 VERIZON 14.52 580,618.64 33.13 1,325,200.00 0.1 COMMUNICATIONS 20,073,873.74 98,651,884.09 4.2
TOTAL PORTFOLIO 324,275,163.65 2,372,688,237.89 100.0
12 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2009, Page 2, Part II, Line 14 LAND and BUILDINGS
Ichauway, Baker County, Georgia per acre cost Land - acreage 28,785.000 387 $ 11,145,552 295.000 937 276,415 5.457 2,002 10,926 less sale 2004 -6.804 387 (2,635) purchase 2006 10.889 5,596 60,938 29,089.542 11,491,196
Timber 9,866,335 $ 21,357,531
Buildings - original $ 516,994 Flood loss - 1995 (24,735) 492,259 21,849,790 Less depreciation 1990 $ 49,450 1991 44,502 1992 74,179 1993 59,340 1994 59,340 1995 55,448 Flood loss 1995 (12,136) 1996 49,226 1997 49,226 1998 49,226 1999 14,458 -492,259
$ 21,357,531
Depreciation was calculated by straight-line method for 10 years. Depreciation was attributable to assets held for use directly in carrying out charitable purposes. ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990-PF, Year 2009, Page 3, Part IV CAPITAL GAINS AND LOSSES
Gain Or Loss Open Close Cost Date Date Quantity Security Basis Proceeds Short Term Long Term
03-15-99 01-15-09 1,000,000 TEXACO CAPITAL 965,350.00 1,000,000.00 34,650.00 5.500% Due 01-15-09 11-17-06 01-29-09 1,000,000 SLM CORP 1,004,580.00 747,500.00 -257,080.00 5.375% Due 05-15-14 11-19-07 02-03-09 2,000,000 CITIGROUP INC 2,000,000.00 1,867,500.00 -132,500.00 5.125% Due 02-14-11 02-17-99 02-17-09 3,000,000 MERRILL LYNCH AND 3,000,000.00 3,000,000.00 COMPANY FINANCIAL 6.000% Due 02-17-09 08-01-89 02-18-09 2,572 ZIMMER HOLDINGS INC 3,332.97 103,976.59 100,643.62 11-09-84 02-18-09 60 FAIRPOINT 135.93 141.33 5.40 COMMUNICATIONS 11-09-84 02-18-09 60 FAIRPOINT 136.76 142.20 5.44 COMMUNICATIONS 11-09-84 02-18-09 60 FAIRPOINT 136.76 142.20 5.44 COMMUNICATIONS 11-09-84 02-18-09 60 FAIRPOINT 136.76 142.20 5.44 COMMUNICATIONS 03-29-85 02-18-09 11 FAIRPOINT 27.82 26.66 -1.16 COMMUNICATIONS 03-29-85 02-18-09 11 FAIRPOINT 27.82 26.66 -1.16 COMMUNICATIONS 03-29-85 02-18-09 11 FAIRPOINT 27.82 26.66 -1.16 COMMUNICATIONS 03-29-85 02-18-09 11 FAIRPOINT 27.82 26.66 -1.16 COMMUNICATIONS 04-18-85 02-18-09 53 FAIRPOINT 131.75 124.43 -7.32 COMMUNICATIONS 04-18-85 02-18-09 53 FAIRPOINT 131.75 124.43 -7.32 COMMUNICATIONS 04-18-85 02-18-09 53 FAIRPOINT 131.75 124.43 -7.32 COMMUNICATIONS 04-18-85 02-18-09 53 FAIRPOINT 131.75 124.43 -7.32 COMMUNICATIONS 01-15-90 02-18-09 128 FAIRPOINT 734.74 302.18 -432.56 COMMUNICATIONS 01-15-90 02-18-09 128 FAIRPOINT 734.74 302.18 -432.56 COMMUNICATIONS 08-01-89 02-18-09 800 THE J. M. SMUCKER 2,192.40 34,240.21 32,047.81 COMPANY 08-01-89 02-18-09 800 THE J. M. SMUCKER 2,192.40 34,240.21 32,047.81 COMPANY 08-01-89 02-18-09 800 THE J. M. SMUCKER 2,192.40 34,240.21 32,047.81 COMPANY 08-01-89 02-18-09 800 THE J. M. SMUCKER 2,192.40 34,240.20 32,047.80 COMPANY 11-09-84 02-19-09 160 IDEARC INC 1,143.43 9.60 -1,133.83 11-09-84 02-19-09 160 IDEARC INC 1,143.43 9.60 -1,133.83 11-09-84 02-19-09 160 IDEARC INC 1,143.43 9.60 -1,133.83 11-09-84 02-19-09 160 IDEARC INC 1,143.43 9.60 -1,133.83 03-29-85 02-19-09 30 IDEARC INC 232.61 1.80 -230.81 03-29-85 02-19-09 30 IDEARC INC 232.61 1.80 -230.81 03-29-85 02-19-09 30 IDEARC INC 232.61 1.80 -230.81 03-29-85 02-19-09 30 IDEARC INC 232.61 1.80 -230.81 04-18-85 02-19-09 140 IDEARC INC 1,101.54 8.40 -1,093.14 04-18-85 02-19-09 140 IDEARC INC 1,101.54 8.40 -1,093.14 04-18-85 02-19-09 140 IDEARC INC 1,101.54 8.40 -1,093.14
1 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990-PF, Year 2009, Page 3, Part IV CAPITAL GAINS AND LOSSES
Gain Or Loss Open Close Cost Date Date Quantity Security Basis Proceeds Short Term Long Term
04-18-85 02-19-09 140 IDEARC INC 1,101.54 8.40 -1,093.14 01-15-90 02-19-09 340 IDEARC INC 6,143.12 20.40 -6,122.72 01-15-90 02-19-09 340 IDEARC INC 6,143.12 20.39 -6,122.73 03-02-09 06-01-09 119,601 S B A P 2006-20L 1, 125,170.18 119,601.25 -5,568.93 amortizing 5.120% Due 12-01-26 04-05-05 08-17-09 1,500,000 UNITED STATES TREAS 1,469,765.63 1,500,000.00 30,234.37 NTS 3.500% Due 08-15-09 03-09-83 10-15-09 4,800 WYETH 28,473.02 241,896.48 213,423.46 03-09-83 10-15-09 4,800 WYETH 28,473.01 241,896.48 213,423.47 03-10-83 10-15-09 2,400 WYETH 14,456.61 120,948.24 106,491.63 03-10-83 10-15-09 2,400 WYETH 14,456.60 120,948.24 106,491.64 11-07-89 10-15-09 32,800 WYETH 419,000.50 1,652,959.28 1,233,958.78 11-07-89 10-15-09 32,800 WYETH 419,000.50 1,652,959.28 1,233,958.78 03-02-09 12-01-09 106,926 S B A P 2006-20L 1, 111,904.99 106,926.24 -4,978.75 amortizing 5.120% Due 12-01-26 TOTAL GAINS 3,401,488.70 TOTAL LOSSES -10,547.68 -412,555.61 9,637,584.14 12,615,969.55 -10,547.68 2,988,933.09 TOTAL REALIZED GAIN/LOSS 2,978,385.41
2 ROBERT W. WOODRUFF FOUNDATION INC. – 58-1695425 Form 990-PF, Year 2009, Page 6, Part VII-B, Line 5c
EXPENDITURE RESPONSIBILITY AGREEMENT
This Expenditure Responsibility Agreement is made and entered into as of the 4th day of November, 2008, by and between Robert W. Woodruff Foundation, Inc. ("Grantor") and National Museum of Patriotism Inc. ("Grantee").
WHEREAS, Grantor has agreed to make a grant of $250,000 to Grantee contingent upon certain requirements and conditions; and
WHEREAS, Grantor and Grantee wish to set forth those requirements and conditions in writing;
NOW THEREFORE, Grantor and Grantee agree as follows:
1. Grantor shall make a grant of $250,000 to Grantee for expenses incurred in connection with its relocation to Baker Street near Centennial Olympic Park. Grantee shall use the grant funds for general relocation expenses and toward exhibit fabrication and marketing costs. Grantee hereby agrees to repay any portion of the grant not used for such purposes.
2. Grantee hereby agrees to submit to Grantor full and complete annual reports on the manner in which the grant is spent and the progress made in accomplishing the purposes of the grant.
3. Grantee hereby agrees to maintain records of receipts and expenditures and to make its books and records available to Grantor at any reasonable time.
4. Grantee shall not use any of the grant
(a) to carry on propaganda, or otherwise to attempt to influence legislation (within the meaning of Section 4945 (d)(1) of the Internal Revenue Code),
(b) to influence the outcome of any specific public election, or to carry on, directly or indirectly, any voter registration drive (within the meaning of Section 4945 (d)(2) of the Internal Revenue Code),
(c) to make any grant which does not comply with the requirements of Section 4945 (d)(3) or (4) of the Internal Revenue Code, or
(d) to undertake any activity for any purpose other than one specified in Section 170(c)(2)(B) of the Internal Revenue Code.
ROBERT W. WOODRUFF FOUNDATION INC. – 58-1695425 Form 990-PF, Year 2009, Page 6, Part VII-B, Line 5c
ROBERT W. WOODRUFF FOUNDATION, INC.
By: ______
Name: P. Russell Hardin______
Title: President______
NATIONAL MUSEUM OF PATRIOTISM INC.
By: ______
Name: Nicholas D. Snider______
Title: Chief Executive Officer______
2
ROBERT W. WOODRUFF FOUNDATION INC. – 58-1695425 Form 990-PF, Year 2009, Page 6, Part VII-B, Line 5c
EXPENDITURE RESPONSIBILITY REPORT
GRANTEE: National Museum of Patriotism, 275 Baker Street, Atlanta, Georgia 30313
GRANT AMOUNT: $250,000
DATE PAID: December 5, 2008
PURPOSE: For costs associated with relocating the National Museum of Patriotism to Baker Street near centennial Olympic Park.
AMOUNT OF GRANT SPENT TO DATE: $250,000
DIVERSION: To the knowledge of the Foundation, and based on the reports furnished by the grantee, no part of the grant has been used for purposes other than for its intended purpose.
DATE OF GRANTEE REPORT: Initial written report submitted on May 12, 2009. This initial report was submitted along with the Foundation’s 2009 990-PF annual return. Final written report submitted on May 11, 2010. The final written report is attached hereto.
AGREEMENT RE EXPENDITURE RESPONSIBILITY
This Agreement Re Expenditure Responsibility is made and entered into as of the 11th day of December, 2008, by and between the Robert W. Woodruff Foundation, Inc. (“Grantor”) and Ichauway, Inc. (“Grantee”).
WHEREAS, Grantor has agreed to make a grant of $8,400,000 to Grantee contingent upon certain requirements and conditions; and
WHEREAS, Grantor and Grantee wish to set forth those requirements and conditions in writing;
NOW THEREFORE, Grantor and Grantee agree as follows:
1. Grantor shall make a grant of $8,400,000 to Grantee for operating and capital expenses of the Joseph W. Jones Ecological Research Center in 2009. Grantee shall use the grant for operating and capital expenditures in accordance with the budget approved by its trustees. Grantee hereby agrees to repay any portion of the grant not used for such purposes.
2. Grantee hereby agrees to submit to Grantor full and complete annual reports on the manner in which the grant is spent and the progress made in accomplishing the purposes of the grant.
3. Grantee hereby agrees to maintain records of receipts and expenditures and to make its books and records available to Grantor at any reasonable time.
4. Grantee shall not use any of the grant
a) to carry on propaganda or otherwise to attempt to influence legislation (within the meaning of Section 4945 (d)(1) of the Internal Revenue Code), b) to influence the outcome of any specific public election, or to carry on, directly or indirectly, any voter registration drive (within the meaning of Section 4945 (d)(2) of the Internal Revenue Code), c) to make any grant which does not comply with the requirements of Section 4945 (d)(3) or (4) of the Internal Revenue Code, or d) to undertake any activity for any purpose other than one specified in Section 170(c)(2)(B) of the Internal Revenue Code.
ROBERT W. WOODRUFF FOUNDATION, INC.
Name: ______By: ___P. Russell Hardin______Title: ______President______
ICHAUWAY, INC. d/b/a Joseph W. Jones Ecological Research Center
Name:______By: ___ Lindsay R. Boring______Title: ______Director______AGREEMENT RE EXPENDITURE RESPONSIBILITY
This Agreement Re Expenditure Responsibility is made and entered into as of the 7th day of December, 2009, by and between the Robert W. Woodruff Foundation, Inc. (“Grantor”) and Ichauway, Inc. (“Grantee”).
WHEREAS, Grantor has agreed to make a grant of $8,000,000 to Grantee contingent upon certain requirements and conditions; and
WHEREAS, Grantor and Grantee wish to set forth those requirements and conditions in writing;
NOW THEREFORE, Grantor and Grantee agree as follows:
1. Grantor shall make a grant of $8,000,000 to Grantee for operating and capital expenses of the Joseph W. Jones Ecological Research Center in 2010. Grantee shall use the grant for operating and capital expenditures in accordance with the budget approved by its trustees. Grantee hereby agrees to repay any portion of the grant not used for such purposes.
2. Grantee hereby agrees to submit to Grantor full and complete annual reports on the manner in which the grant is spent and the progress made in accomplishing the purposes of the grant.
3. Grantee hereby agrees to maintain records of receipts and expenditures and to make its books and records available to Grantor at any reasonable time.
4. Grantee shall not use any of the grant
a) to carry on propaganda or otherwise to attempt to influence legislation (within the meaning of Section 4945 (d)(1) of the Internal Revenue Code), b) to influence the outcome of any specific public election, or to carry on, directly or indirectly, any voter registration drive (within the meaning of Section 4945 (d)(2) of the Internal Revenue Code), c) to make any grant which does not comply with the requirements of Section 4945 (d)(3) or (4) of the Internal Revenue Code, or d) to undertake any activity for any purpose other than one specified in Section 170(c)(2)(B) of the Internal Revenue Code.
ROBERT W. WOODRUFF FOUNDATION, INC.
Name: ______By: _P. Russell Hardin______Title: President______
ICHAUWAY, INC. d/b/a Joseph W. Jones Ecological Research Center
Name:______By: _Lindsay R. Boring______Title: Director______ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c
Director’s 2009 Annual Report to the Trustees of Ichauway, Inc.
Richard T. Bryant photography
April 6, 2010
Submitted by Lindsay R. Boring, Ph.D. Director ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
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 on the landscape of the southeastern Coastal Plain of the United States.
Jones Center programs continue to grow and to develop new dimensions. Our internally-funded programs are leveraged with external partnerships and with recently awarded grants and research contracts. Visiting scientists, collaborating scientists and graduate students supplement the scope of the Center’s programs. Research and outreach with longleaf pine ecosystems span silvicultural treatments, prescribed fi re, forest productivity and the carbon cycle. Wetland and wildlife research address linkages of human health to ecosystem and wildlife health. The Flint River Basin project examines environmental fl ows and water quality issues in addition to surface water and aquifer interactions. We hosted 44 education groups with over 580 people. We published nineteen articles in research journals, had fourteen others accepted for publication and had eight other publications.
Scientifi c Advisory Committee
The members of the Scientifi c Advisory Committee (SAC) met February 3, 2010 to assess and comment upon development and productivity of Center programs. We quote their summary: “The SAC found all three central elements of the Jones Center program to be very productive. SAC views the program as having reached maturity, using that term in its most positive sense. In general, our primary encouragement is for the Center to continue on its current path.”
Research
General
Our Center funded long-term research is organized into fi ve projects:
1) Productivity and biodiversity of longleaf pine ecosystems 2) Longleaf pine forestry and prescribed fi re 3) Lower Flint River Basin ecology and water resources 4) Wildlife predator ecology and habitat relationships 5) Wetlands ecology and restoration
These projects were enhanced by eight visiting scientists, 31 other collaborators, twenty-four graduate students, fi ve newly-awarded grants for 2009 and by education activities and events associated with each project.
2 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Program Development
The Center continues to increase its interactions with other programs and institutions, as well as expanding external funding and the geographic focus of its science and outreach programs. While many of our program initiatives have been in place for several years, we had signifi cant advancements in the following areas:
1) Expanded funding base with fi ve new grants and contracts related to long-term Center programs. These join eight other ongoing externally funded projects. 2) The Jones Center was nominated as a National Science Foundation (NSF) National Ecological Observatory Network (NEON) candidate site to collaborate with 60 other sites in the U.S. 3) Continued water quality research at Lake Seminole with two graduate students and cooperators at the University of Georgia (UGA) and the University of Florida (UF). 4) Two scientists, two graduate students and visiting scientists continued research on wetlands and mosquito ecology. Another project addresses tick ecology and tick-borne diseases, partially funded by the Centers for Disease Control. 5) Center staff continue to lead the organization of a National Coalition of Prescribed Fire Councils to promote fi re education, human safety and ecological use of prescribed fi re. 6) Began silvicultural treatments in the fi eld in support of the long-term Longleaf Pine Ecological Forestry and Fire research project. 7) New collaborative projects are addressing information gaps in carbon sequestration by longleaf pine forests to support environmental policy.
Productivity
Our research program continues to achieve a high level of productivity. Staff published nineteen articles in peer-reviewed research journals and eight other documents. Fourteen papers were “in press”. Presentations were given at national and regional professional meetings. A total of twenty-four graduate students from six universities were supported by the Center in 2009.
External Support and Collaboration
Our staff secured external funding for research and outreach programs that are compatible with organizational objectives. These awards for 2009 were $528,886 for eleven projects from the following sources:
1) Department of Energy (DOE), National Institute for Climate Change Research through Duke University (1) 2) National Fish and Wildlife Foundation (NFWF) (2)
3 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
3) Environmental Protection Agency (EPA) (1) 4) U.S. Army Corps of Engineers through University of Georgia (1) 5) Strategic Environmental Research and Development Program (SERDP) (1) 6) U.S. Army (Moody Air Force Base) (1) 7) The Nature Conservancy (TNC) (2) 8) GA Ornithological Society (1) 9) R. Howard Dobbs, Jr. Foundation (1)
Education and Outreach
Overall
Education and Outreach activities increased this past year to over 44 groups with 580 individuals visiting the Center for workshops, fi eld tours and short courses. Virtually all Center staff participate in these programs, which are coordinated and often led by Education staff. Research and Conservation staff are key participants in these activities. Our biennial Open House attracted an additional 500 visitors.
University Classes
• A variety of university classes visited the Center. Visits ranged from two to three days and included classes such as forest ecology, wildlife management, forestry, conservation biology, wetland ecology and environmental design. Universities represented included the University of Georgia (UGA), University of Florida (UF), Abraham Baldwin Agricultural College (ABAC), Arkansas Tech University (ATU), Mercer University (MU), Valdosta State University (VSU), Florida A&M and Towson University.
• Conducted two week-long “Maymester” classes. The 2009 courses were prescribed fi re (UGA) and wildlife management (UGA).
• Hosted a Silviculture Instructors Tour that included a one-day fi eld tour focusing on the Center’s research and resource management programs for 50 university professors throughout the U.S. and Canada.
• Hosted the UGA Institute for Georgia Environmental Leadership class for a one- day visit to learn about water, forestry and fi re topics.
Landowner Outreach
• Continued Native Groundcover Partnership, working with regional landowners on longleaf ecosystem restoration. Cooperative efforts with commercial producers and the Georgia Forestry Commission were initiated for research and
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demonstration, and distribution of native seeds and plant materials. Also hosted a fi eld day with over 40 attendees.
• Hosted a Landowner Field Day focusing on long-term management of longleaf pine plantations.
• Published a key Ecological Forestry research article which combines ecological and economic information on our Stoddard-Neel forestry system.
• Conducted a one-day fi eld tour for the Georgia Forest Landowners Association focusing on longleaf pine ecology, management and restoration with twenty-three attendees.
• Conducted a three-day Ecological Forestry Workshop I for public and private land managers across the Southeast with twenty participants.
Prescribed Fire Outreach
• Continued to develop the National Coalition of Prescribed Fire Councils under Mark Melvin’s leadership.
• Center staff supported the Georgia Prescribed Fire Council and hosted an annual meeting in Tifton with 112 attendees. Mark Melvin serves as Vice-chair.
• Hosted a four-day Army Fire Workshop focusing on ecological burning for Army fi re managers from southeastern military installations and Hawaii.
• Hosted a one-day visit for an Australian fi re manager focusing on Ichauway’s fi re management program and public/private fi re management partnerships.
• Hosted the Georgia Environmental Protection Division (EPD) air quality branch chief and Region 4 U.S. Environmental Protection Agency (EPA) air quality chief for educational fi eld tour on prescribed fi re.
• Hosted a one-day visit by a WALB television crew on Georgia’s Prescribed Fire Awareness Week to promote the benefi ts of prescribed fi re.
• Hosted Discovery Channel television crew for a two-day visit to fi lm a segment on prescribed fi re and gopher tortoises for the show Daily Planet.
• Hosted a one-day visit by a WALB television crew to fi lm a feature on prescribed fi re.
• Hosted a one-day fi eld tour for the National Prescribed Fire Training Academy focusing on prescribed fi re use in the southeastern U.S. with 42 participants.
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• Conducted a one-day course on prescribed fi re for Center employees and graduate students.
Water Resources Outreach
• Woody Hicks chaired the Southwest Georgia Water Resources Task Force and co-organized the Georgia Water Resource Conference, “Regional Water Management Opportunities”, held at the Center for Continuing Education at the University of Georgia in Athens, Georgia.
• Woody Hicks served on the Governor’s Water Resources Advisory Committee and Technical Review Committee.
• Hosted a one-day visit by Georgia Public Television to fi lm segments of an Appalachicola-Chattahoochee-Flint (ACF) documentary focusing on the scientifi c, social and political issues surrounding the ongoing ACF Basin dispute between Georgia, Alabama and Florida.
• Conducted a two-day Adopt-A-Stream Training Workshop that included a Flint River trip focused on the Flint’s unique habitats and biota with fourteen participants.
• Conducted a fi ve-day Freshwater Mussel and Fishes Training Workshop focusing on fi eld survey techniques and identifi cation of freshwater mussels and host fi shes with twenty-three participants.
• Woody Hicks and Dr. Kay Kirkman serve on the Albany-Dougherty Greenspace Advisory committee.
• Staff served as educational and technical advisors to Flint RiverQuarium. Dr. Lindsay Boring continues to serve on the Flint RiverQuarium Board.
Government Agency and Conservation NGO Outreach
• Hosted the Georgia Department of Natural Resources (DNR) Board for three-day retreat with educational sessions on longleaf pine management, prescribed fi re, water resources and wildlife monitoring.
• Conducted a three-day Army Installation Management Command Southeastern Ecological Forestry Workshop for foresters from Army installations across the southeastern U.S. with fourteen participants.
• Hosted the Georgia Forestry Commission Board and staff for a two-day visit including a fi eld tour covering the topics of prescribed fi re, water resources and ecological forestry.
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• Hosted the new Georgia Department of Natural Resources Commissioner for a one-day fi eld tour as an introduction to the Center’s programs.
• Hosted the Commissioner of Economic Development and fi ve Consul Generals for a two-day Georgia natural resource familiarization tour.
• Foresters with the Georgia Forestry Commission visited for two days and received updates on prescribed fi re, restoration and ecological forestry.
• Hosted Lieutenant Governor Casey Cagle for a two-day visit focusing on water resources and prescribed fi re.
• Dr. Steve Golladay continues to serve on Board of Directors of Georgia DNR “Adopt a Stream” program.
Regional K – 12 Educators
• In collaboration with the regional Georgia Youth Science Training Center (GYSTC), conducted a week-long teacher training program for regional educators from Improving Teacher Quality program.
Conservation and Land Management
Stewardship of Ichauway
• Our land management activities continued as in prior years in the major areas of forest management, wildlife management, hunting, agriculture, roads and fi rebreaks, restoration and research support.
• In 2009 approximately 14,500 acres were burned by prescription.
• Approximately 120 acres were treated for hardwood removal and cleanup by Jones Center personnel in targeted areas of the property (e.g., fi eld and wetland margins) using our feller-buncher.
• We applied herbicides to enhance 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 to provide additional control of hardwoods in areas under restoration.
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• A 635-acre pine timber sale was implemented in conjunction with the long-term ecological forestry research project. All operational aspects of the sale, including planning and administration, individual tree selection-based timber marking and harvest oversight were carried out by Conservation personnel in 2009. Logging was initiated in November and was completed early in 2010.
• In 2009 we continued salvage operations 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, taken to the portable sawmill where they are cut into cants and stored under cover in an open-air shed. When needed this wood is cut for posts (4x4, 6x6 or 8x8) for sheds and fences or to dimensional sizes (utilizing the planer) for use in construction, repairs and renovations onsite. The salvage operation in 2009 provided 64,000 board feet of lumber for use at Ichauway.
Conservation Management Demonstration Area
• 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 to this basic management and frequent outreach events in the CMDA we also supported several research projects that are active within the unit, primarily through implementing specifi c burning prescriptions.
Apprenticeship (Intern) Program
• Two apprentices participated in the program during 2009. Bryant Williamson completed his residency in the program and returned to middle Georgia to begin a consulting business, while Cathryn “Cat” Eddins continued in the program throughout the year.
Monitoring
• Measurements were continued in the long-term forest monitoring plots with additional plots – part of a planned expansion to better characterize conditions on Ichauway – installed during the summer measurement period. Analysis of data and development of summaries continues, and research personnel (scientists, technicians and graduate students) are increasingly using information from these plots in their projects.
• We continued to utilize spotlight and track counts 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 guidelines for the property.
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• We 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 in the early fall to assess bobwhite population levels before the hunting season.
Red-Cockaded Woodpecker (RCW) Recovery and Management
• Successful restoration of the RCW population on Ichauway continued in 2009, though the population numbers dropped slightly for the fi rst time this year after ten previous years of continual increase. This decline is thought to be due to the extended and severe drought of recent years that reduced nest attempts and subsequent juvenile survival. We expect this to be only a temporary decline, and numbers should come back in upcoming years as the drought is alleviated.
• There were twenty-one active clusters in 2009 and a total of 55-60 birds in the population. The long-term restoration goal is to have 30 active clusters with at least 25 breeding pairs.
• In 2009 the resident breeding pairs produced ten successful nests with twenty juveniles banded and fl edged. In addition, ten RCW (fi ve male-female pairs) were translocated to Ichauway from the Francis Marion National Forest in South Carolina in October of 2009.
• A grant from the Georgia Ornithological Society (GOS) Bill Terrell Avian Conservation Grant program was obtained to support the RCW restoration program in 2009. This grant primarily provided cost reimbursement for management activities associated with the RCW management. The GOS grant served to replace some of the money obtained in previous years from the Georgia DNR cost share program within the Safe Harbor program. The DNR program was discontinued in 2009 due to reduced federal and state budgets.
Presentations, Publications, Service and Training
• Our staff continued to communicate through meetings, proceedings and workshops with other professionals about our conservation programs and collaborations including: presentations at the American Society of Environmental Historians meeting, seminars at the University of Florida and Auburn University, Ecological Society of America meeting, Society of American Foresters convention, numerous fi re council meetings, and refereed, non-refereed, and technical publications. Conservation staff also played a central role in conducting two ecological forestry shortcourses at Ichauway in 2009 and made presentations to multiple civic club groups.
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Budget Summary
The total budget for Ichauway, Inc. and the Joseph W. Jones Ecological Research Center in 2009 was $8,986,900. The major source of funding for this budget was a grant from the Robert W. Woodruff Foundation in the amount of $8,400,000. Additional grants received for research and other activities totaled $528,886.
All divisions of Ichauway operated within budget in 2009. Expenses for Research and support activities were $3,214,656. Conservation and Land Management expenses were $1,792,798. The expenses for Education and Outreach activities were $482,274. Expenses for Administration, Maintenance and Operations were $2,468,780.
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APPENDIX
DIRECTOR’S 2009 ANNUAL REPORT to the TRUSTEES OF ICHAUWAY, INC.
Jessica McCorvey
I Publications, Presentations and Grants II Education and Outreach Activities III Graduate Students IV Scientifi c Advisory Committee V Staff VI Jones Center Guest Seminars
11 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Publications, Presentations and Grants
2009 “In Press” Articles
Atkinson, C. L., S. P. Opsahl, A. P. Covich, S. W. Golladay and L. M. Conner. Stable isotopic signatures, tissue stoichiometry, and nutrient cycling (C and N) of native and invasive freshwater bivalve. Journal of the North American Benthological Society 29:496-505.
Cathey, S., T. Sinclair and L. R. Boring. Evaluation of native legume growth and phenology under shaded conditions for restoration of longleaf pine-wiregrass ecosystem. Proceedings of the Florida Soil and Crop Science Society.
Conner, L. M., J. C. Rutledge and L. L. Smith. Effects of mesopredators on nest survival of shrub-nesting songbirds. Journal of Wildlife Management 74:73-80.
Hernandez, S. M., D. J. Gammons, N. Gottdenker, M. T. Mengak, L. M. Conner and S. J. Divers. Technique, safety, and effi cacy of intra-abdominal transmitters in nine-banded armadillos. Journal of Wildlife Management 74:174-180.
Hoss, S. K., C. Guyer, L. L. Smith and G. W. Schuett. Multiscale infl uences of landscape composition and confi guration on the spatial ecology of Eastern diamond- backed rattlesnakes (Crotalus adamanteus). Journal of Herpetology 44:110-123.
Howze, M. B., L. M. Conner, R. J. Warren and K. V. Miller. Predator removal and white-tailed deer recruitment in southwestern Georgia. Proceedings of the Southeastern Association of Fish and Wildlife Agencies.
Iacona, G. W., L. K. Kirkman and E. M. Bruna. Effects of resource availability on seedling recruitment in a fi re-maintained savanna. Oecologia.
Jack, S. B., J. K. Hiers, R. J. Mitchell and J. L. Gagnon. Fuel loading and fi re intensity - Effects on longleaf pine seedling survival. In Proceedings of the 14th Biennial Southern Silvicultural Research Conference, 27 February - 1 March, 2007, Athens, Georgia. USDA Forest Service General Technical Publication.
Kaeser, M. J. and L. K. Kirkman. Field and restoration guide to common native warm- season grasses of the longleaf pine ecosystem. In house publication for education and outreach.
Kirby, J. D., J. C. Cochrane, I. A. Jones, L. M. Conner and R. J. Warren. Factors affecting habitat use by bobcats in a longleaf pine ecosystem in southwestern Georgia. Southeastern Naturalist.
Appendix I 12 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
McIntyre, R. K., B. McCall, S. B. Jack and R. J. Mitchell. Financial feasibility of selection-based multiple-value management on private lands in the south: A heuristic case study approach. Journal of Forestry.
Morris, A. D., D. A. Miller and L. M. Conner. Home range size of evening bats (Nycticeius humeralis) in southwestern Georgia. Southeastern Naturalist.
Smith, L. L., S. K. Hoss, K. Wheeler and S. Varner. Farancia erytrogramma (Rainbow snake). Herpetological Review.
Temple, D. T., M. J. Chamberlain and L. M. Conner. Spatial ecology, survival, and cause-specifi c mortality of gray foxes (Urocyon cinereoargenteus) in a longleaf pine ecosystem. American Midland Naturalist.
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.
2009 Published Refereed Journal Articles
Alstad, T. I., B. M. Shamblin, R. J. Warren, J. M. Stober, L. M. Conner, R. J. Cooper and C. J. Nairn. Novel tetranucleotide and pentanucleotide microsatellite loci in the red-cockaded woodpecker (Picoides borealis). Conservation Genetics Resources 1:213-215.
Atkinson, C. L., S. W. Golladay, S. P. Opsahl and A. P. Covich. Stream discharge and fl oodplain connections affect seston quality and stable isotopic signatures in a coastal plain stream. Journal of the North American Benthological Society 28:360-370.
Cathey, S. E., L. R. Boring and T. R. Sinclair. Assessment of N2 fi xation capability of native legumes from the longleaf pine-wiregrass ecosystem. Environmental and Experimental Botany 67:444-450.
Farmer, A. L., L. L. Smith, S. B. Castleberry and J. W. Gibbons. A comparison of techniques for sampling amphibians in isolated wetlands in Georgia, USA. Applied Herpetology 6:327-341.
Gammons, D. J., M. T. Mengak and L. M. Conner. Armadillo habitat selection in southwestern Georgia. Journal of Mammalogy 90:356–362.
Gammons, D. J., M. T. Mengak and L. M. Conner. Translocation of nine-banded armadillo. Human-Wildlife Confl icts 3:64-71.
Appendix I 13 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Hiers, J. K., J. J. O’Brien, R. J. Mitchell, J. M. Grego and E. L. Loudermilk. The wildland fuel cell concept: an approach to characterize fi ne-scale variation in fuels and fi re in frequently burned longleaf pine forests. International Journal of Wildland Fire 18:315-325.
Kaeser, M. J. and L. K. Kirkman. Estimating total plant species richness in depressional wetlands in the longleaf pine ecosystem. Wetlands 29:866-874.
Loudermilk, E. L., J. K. Hiers, J. J. O’Brien, R. J. Mitchell, A. Singhania, J. C. Fernandez, W. P. Cropper, Jr. and K. C. Slatton. Ground-based LIDAR: A novel approach to quantify fi ne-scale fuelbed characteristics. International Journal of Wildland Fire 18:676-685.
Martin, K. L. and L. K. Kirkman. Management of ecological thresholds to re-establish disturbance-maintained herbaceous wetlands of the south-eastern USA. Journal of Applied Ecology 46:906-914.
Miller, B. F., D. A. Osborn, W. R. Lance, M. B. Howze, R. J. Warren and K. V. Miller. Butorphanol-azaperone-medetomidine for immobilization of captive white-tailed deer. Journal of Wildlife Diseases 45:457-467.
Mitchell, R. J., J. K. Hiers, J. O’Brien and G. Starr. Ecological forestry of the southeast: understanding the ecology of fuels. Journal of Forestry 107:391-397.
Mitchell, R. J., T. Engstrom, R. R. Sharitz, D. De Steven, J. K. Hiers, R. Cooper and L. K. Kirkman. Old forests and endangered woodpeckers: Old-growth in the southern Coastal Plain. Natural Areas Journal 29:301-310.
Mitchell, R. J. and S. L. Duncan. Range of variability in southern coastal plain forests: its historical, contemporary, and future role in sustaining biodiversity. Ecology and Society 14(1):17. [online] URL: http://www.ecologyandsociety.org/vol14/iss1/art17/
Smith, L. L., J. M. Linehan, J. M. Stober, M. J. Elliott and J. B. Jensen. An evaluation of distance sampling for large-scale gopher tortoise surveys in Georgia, USA. Applied Herpetology 6:355-368.
Steen, D. A. and L. L. Smith. Eastern Kingsnake (Lampropeltis getula getula) home ranges exhibit limited overlap. Southeastern Naturalist 8:553-558.
Stuble, K. L., L. K. Kirkman and C. R. Carroll. Patterns of abundance of fi re ants and native ants in a native ecosystem. Ecological Entomology 34:520-526.
Subalusky, A. L., L. A. Fitzgerald and L. L. Smith. Ontogenetic niche shifts in the American Alligator establish functional connectivity between aquatic systems. Biological Conservation 142:1507-1514.
Appendix I 14 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Subalusky, A. L., L. L. Smith and L. A. Fitzgerald. Detection of American alligators in isolated, seasonal wetlands. Applied Herpetology 6:199-210.
2009 Books, Published Proceedings, Outreach and Other Publications
Allums, S. E., S. P. Opsahl, S. W. Golladay and D. W. Hicks. Effects of land-use on groundwater quality in springs of the Upper Floridan aquifer. Pages 358-361 in G. D. Carroll (ed.). Proceedings of the 2009 Georgia Water Resources Conference. Institute of Ecology, University of Georgia, Athens, Georgia.
Graham, S. P., S. K. Hoss, R. D. Birkhead, C. K. Ward, D. A. Steen, K. M. Gray and R. H. Mount. One hundred and one new county records for Alabama amphibians and reptiles. Herpetological Review 40:367-371.
Heupel, A. M., K. E. McKean, J. M. Linehan, D. A. Steen and L. L. Smith. Ambystoma sp. Habitat use. Herpetological Review 40:66.
McEntire, J., S. P. Opsahl and A. P. Covich. Sources and cycling of nutrients in a subtropical reservoir. Pages 615-619 in G. D. Carroll (ed.). Proceedings of the 2009 Georgia Water Resources Conference. Odum School of Ecology, University of Georgia, Athens, Georgia.
Opsahl, S. P. and P. Inglett. Nitrogen sources and sinks in Lake Seminole: Implications for the Apalachicola-Chattahoochee-Flint (ACF) nutrient budget. Pages 199-202 in G. D. Carroll (ed.). Proceedings of the 2009 Georgia Water Resources Conference. Odum School of Ecology, University of Georgia, Athens, Georgia.
Rugel, K., J. Romeis, C. R. Jackson, S. W. Golladay, D. W. Hicks and J. F. Dowd. Use of historic data to evaluate effects of pumping stress on streams in southwest Georgia. Pages 140-143 in G. D. Carroll (ed.). Proceedings of the 2009 Georgia Water Resources Conference. Odum School of Ecology, University of Georgia, Athens, Georgia.
Sterrett, S. C. and A. M. Grosse. Apalone spinifera aspera (Gulf Coast Spiny Softshell). Herpetological Review 40:110.
Sterrett, S. C. and A. M. Grosse. Graptemys barbouri (Barbour’s Map Turtle). Herpetological Review 40:110.
2009 Presentations and Abstracts
Allums, S. E., S. P. Opsahl, S. W. Golladay and D. W. Hicks. Effects of land-use on groundwater quality in springs of the Upper Floridan Aquifer. Oral presentation, Georgia Water Resources Conference, the University of Georgia, Athens, Georgia.
Appendix I 15 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Atkinson, C. L., A. P. Covich, S. P. Opsahl, S. W. Golladay and L. M. Conner. Trophic niche space of a native mussel and Corbicula fl uminea in a coastal plain stream. Oral presentation, North American Benthological Society, Grand Rapids, Michigan.
Boring, L. R. Application and historic context of Coweeta’s long-term research to forest management and conservation. Oral presentation, Coweeta Hydrologic Laboratory, Otto, North Carolina.
Boring, L. R. Graduate education for Georgia’s economy and its participation in the new global economy. Oral presentation, Valdosta Rotary Club, Valdosta, Georgia.
Boring, L. R. Overview of Joseph W. Jones Ecological Research Center and long-term research. Oral presentation, European Union Research Association, hosted by U.S. Department of Agriculture, Watkinsville, Georgia.
Conner, L. M. Predator Ecology: Implications for predator control. Oral presentation, Southeastern Association of Fish and Wildlife Agencies, Atlanta, Georgia.
Conner, L. M. Managing predation: An overview of predation research at the Joseph W. Jones Ecological Research Center. Oral presentation, Joint meeting of Georgia and South Carolina Chapters of The Wildlife Society, Edgefi eld, South Carolina.
Conner, L. M. The use of thermal imagery in wildlife management. Oral presentation, Abraham Baldwin Agricultural College, Tifton, Georgia.
Gleim, E., M. Yabsley and L. M. Conner. Understanding the ecological effects of prescribed fi re regimes on the distribution and population dynamics of tick-borne zoonoses. Oral presentation, Warnell School of Forestry and Natural Resources Graduate Student Symposium, University of Georgia, Athens, Georgia.
Gleim, E., M. Yabsley, L. M. Conner and M. Levin. Understanding the ecological effects of prescribed fi re regimes on the distribution and population dynamics of tick- borne zoonoses: Preliminary data. Poster presentation, The Wildlife Society, Georgia Chapter Annual Meeting, Athens, Georgia.
Gonynor, J. L. Research activities related to gopher tortoise population health in southwestern Georgia. Poster presentation, 31st Annual Gopher Tortoise Council Meeting, Gainesville, Florida.
Gonynor, J. L. Gopher tortoise disease ecology in southwestern Georgia. Poster presentation, Georgia Chapter of the Wildlife Society, Athens, GA
Appendix I 16 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Gonynor, J. L., and M. J. Yabsley. Mycoplasma related upper respiratory tract disease in gopher and desert tortoises. Information Sheet #8, Southeastern Partners in Amphibian and Reptile Conservation, Disease, Pathogens and Parasites Task Team.
Gonynor, J. L., J. C. Maerz, L. L. Smith, S. Hernadez- Divers and M.J. Yabsley. Ecology of upper respiratory tract disease in the gopher tortoise (Gopheruspolyphemus). Oral presentation, Warnell School of Forestry and Natural Resources Graduate Student Symposium. University of Georgia, Athens, GA.
Howze, M. B., L. M. Conner and R. J. Warren. Predation on white-tailed deer in southwestern Georgia. Oral presentation, Southeastern White-tailed Deer Study Group meeting, Roanoke, Virginia.
Howze, M. B., L. M. Conner, R. J. Warren and K. V. Miller. Predator removal and white-tailed deer recruitment in southwestern Georgia. Oral presentation, Annual Meeting of the Southeastern Association of Fish and Wildlife Agencies, Atlanta, Georgia.
Howze, M. B., L. M. Conner, R. J. Warren and K. V. Miller. Predator removal and white-tailed deer recruitment in southwestern Georgia. Oral presentation, Annual Meeting of The Wildlife Society, Monterey, California.
Ike, C., D. Markewitz and L. R. Boring. Predicting carbon content within a longleaf pine ecosystem: Kreiged prediction mapping. Poster presentation, Southern Forestry Geographic Information System Conference (SOFORGIS), Athens, Georgia.
Jack, S. B. The Stoddard-Neel approach: Long-term management of longleaf pine in a changing landscape. Oral presentation, American Society of Environmental History Annual Meeting, Tallahassee, Florida.
Jack, S. B. and R. J. Mitchell. Overstory legacies and fi re: Linking silvicultural manipulations and prescribed fi re. Oral presentation, Society of American Foresters Annual Convention, Lake Buena Vista, Florida.
Kaeser, M. J. and L. K. Kirkman. The effects of herbicides on non-target native plants of the longleaf pine ecosystem. Poster presentation, 2009 Meeting of the Ecological Society of America, Albuquerque, New Mexico.
Linehan, J. M., K. E. McKean, P. L. Shirk, J. M. Stober, L. L. Smith and M. Elliott. Standardized protocol for monitoring gopher tortoise populations. Poster presentation, Southeastern Partners in Amphibian and Reptile Conservation (SEPARC), Montreat, North Carolina.
Linehan, J. M., D. A. Steen and L. L. Smith. Ecology of the eastern kingsnake (Lampropeltis getula getula) in a longleaf (Pinus palustris) forest in southwestern Georgia. Oral presentation, Gopher Tortoise Council Meeting, Gainesville, Florida.
Appendix I 17 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
McIntyre, R. K., S. B. Jack and R. J. Mitchell. Ecological forestry in the longleaf pine landscape: A case study in using disturbance ecology to guide management. Invited Presentation, the U.S. Fish and Wildlife Service Southeast Regional Biologists Conference, Pine Mountain, Georgia.
McIntyre, R. K. and S. B. Jack. Ecological forestry in the longleaf pine ecosystem: Linking research, adaptive management, and outreach for conservation. Oral presentation, North American Forest Ecology Workshop, Logan, Utah.
McIntyre, R. K. and R. D. Sutter. America’s longleaf restoration initiative: Mapping and inventory. Invited Presentation, the Southeastern Regional Partnership for Planning and Sustainability (SERPPAS) Principal’s Meeting, Destin, Florida.
McKean, K. E., J. M. Linehan and L. L. Smith. Amphibian species richness, abundance, and distribution at two managed seasonal wetlands in Southwest Georgia. Poster presentation, Southeastern Partners in Amphibian and Reptile Conservation (SEPARC), Montreat, North Carolina.
Mitchell, R. J., J. R Walters, S. B. Jack and J. K. Hiers. Endangered species management in an ecological forestry context: Red-cockaded woodpeckers and variation in the longleaf forest. Oral presentation, Society of American Foresters Annual Convention, Lake Buena Vista, Florida.
Pieterson, E. C., Jose, S., Jack, S. B., Kitajima, K. and P. Minogue. Prescribed fi re gives native species a head start following invasion. Poster presentation, Society of American Foresters Annual Convention, Lake Buena Vista, Florida.
Pieterson, E. C., Jose, S., Jack, S. B., Kitajima, K. and P. Minogue. Benefi ts and pitfalls of GIS modeling to manage invasive exotic species. Poster presentation, Ecological Society of America Annual Meeting, Albuquerque, New Mexico.
Pieterson, E. C., Jose, S., Jack, S. B., Kitajima, K. and P. Minogue. Multiple control strategies for Lygodium japonicum (Japanese climbing fern) in the southeastern United States. Oral presentation, Florida Exotic Pest Plant Council Annual Symposium, Delray Beach, Florida.
Pieterson, E. C., Jose, S., Jack, S. B., Kitajima, K. and P. Minogue. Do biological invasions affect biological diversity? Comparisons of native and nonnative diversity within Lygodium japonicum (Japanese climbing fern) infestations. Poster presentation, 11th Annual Southeast Exotic Pest Plant Council Conference, Georgetown, South Carolina.
Appendix I 18 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Rothermel, B. B., J. B. Jensen, M. J. Yabsley, D. L. Miller and J. L. Gonynor. Disease dynamics of pond-breeding amphibians at a site in the Blue Ridge Mountains of Georgia, USA. Oral presentation, Joint Meeting of Ichthyologists and Herpetologists, Portland, Oregon.
Miller, D. L., B. B. Rothermel, N. L. Eckert, M. J. Yabsley, J. L. Gonynor, J. T. Hoverman, J. B. Jensen and M. J. Gray. Review of clinical cases and surveillance for amphibian disease. Association of Reptilian and Amphibian Veterinarians, Milwaukee, Wisconsin.
Rugel, K., J. Romeis, C. R. Jackson, S. W. Golladay, D. W. Hicks and J. F. Dowd. Use of historic data to evaluate effects of pumping stress on streams in Southwest Georgia. Oral presentation, Georgia Water Resources Conference, University of Georgia, Athens, Georgia.
Scott, J. S. Castleberry, R. J. Warren and L. M. Conner. Integrated habitat management for fox squirrels, deer, turkey, and quail on Ft. Bragg. Oral presentation, Cooperative Ecosystems Studies Unit Annual Meeting, Dubuque, Iowa.
Shearin, M., L. K. Kirkman and C. R. Carroll. The direct and indirect effects of the red imported fi re ant (Solenopsis invicta) on seed fate in the longleaf pine ecosystem. Oral presentation, Odum School of Ecology Graduate Student Symposium, Athens, Georgia.
Shivers, S. D., S. P. Opsahl and A. P. Covich. The impact of Submerged Aquatic Vegetation (SAV) on water quality in Lake Seminole, a southeastern reservoir. Oral presentation, Odum School of Ecology Graduate Student Symposium, University of Georgia, Athens, Georgia.
Smith, L. L. Home range size and habitat selection in large upland snakes in the longleaf pine ecosystem. Oral presentation, Snake Ecology Group, Boise, Idaho.
Smith, L. L. Large-scale application of distance sampling to estimate density and abundance of gopher tortoises. Oral presentation, Annual Meeting of the Gopher Tortoise Council, Gainesville, Florida.
Smith, L. L., J. M. Linehan, J. M. Stober, M. J. Elliott and J. B. Jensen. An evaluation of dstance sampling for large-scale gopher tortoise surveys in Georgia. Oral presentation, Gopher Tortoise Council, Gainesville, Florida.
Smith, L. L., D. A. Steen., L. M. Conner, R. J. Mitchell and J. K. Hiers. Developing dynamic reference models for longleaf pine sandhill ecosystems: Faunal response to restoration. Poster presentation, Strategic Environmental Research and Development Program (SERDP), Washington, D.C.
Appendix I 19 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Whitehead, E., M. Blackmore, S. W. Golladay, D. Meade and A. P. Covich. Adult mosquito ecology in southwestern Georgia. Oral presentation, Georgia Mosquito Control Association Annual Meeting, Athens, Georgia.
Organization of Conferences, Symposia, Workshops and Meetings, Professional Seminars and Guest Lectures
Golladay, S. W. Water resource issues in the ACF Basin. Seminar, Columbus State University, Columbus, Georgia.
Kirkman, L. K. The perpetual forest: Using an undesirable species to bridge restoration. Oral presentation, Odum School of Ecology, University of Georgia, Athens, Georgia.
Kirkman, L. K. Status of native ground cover seed sources in Georgia. Oral presentation, Partners for the Conservation, Propogation and Resotoration of Native Groundcover in South Carolina.
Kirkman, L. K. Native trees and sustainable environments. Seminar, Winter 2009 Master Gardener Conference, Darton College, Albany, Georgia.
Jack, S. B. Co-organizer E. Jokela, University of Florida. Annual Silviculture Instructors Tour for sub-working group of Society of American Foresters. Tour occurred over fi ve days (26-30 September), traveling from Tallahassee, Florida to Orlando, Florida for 50 participants. Responsible for organizing portion of program, multiple presentations, most of the logistics, and developing some technical handouts for the tour, as well as hosting group at Ichauway and Greenwood Plantation.
Jack, S. B. Co-organizer R. J. Mitchell and moderated a three-hour session titled, “Concepts to practice: Ecological forestry approaches in fi re-maintained longleaf forests”. Session consisted of six invited presentations representing several organizations. Society of American Foresters Annual Convention, Orlando, Florida.
Externally Funded Projects - 2009
Conner, L. M., R. J. Warren, G. S. Sledge and S. B. Castleberry. Development, validation and refi nement of habitat suitability models for selected wildlife species on Fort Bragg. University of Georgia. October 1, 2007 – December 31, 2010. $25,000. Received in 2008, $8,000. Received in 2009, $6,346.
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.
Appendix I 20 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Hiers, J. K., R. J. Mitchell and C. B. Clements. In situ measures of fi re-atmospheric dynamics: Implications for PM 2.5 production and dispersion. Environmental Protection Agency. June 1, 2008 – May 31, 2010. $70,000. Received in 2008, $26,404. Received in 2009, $43,596.
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, 2010. $196,500. Received in 2007, $5,826. Received in 2008, $33,592. Received in 2009, $28,610.
Kirkman, L. K., R. K. McIntyre and L. M. Conner. Enhancing longleaf ecosystem understory. National Fish and Wildlife Foundation. October 31, 2007 – June 31, 2011. $82,000. Received in 2008, $923. Received in 2009, $15,039.
McIntyre, R. K. and S. B. Jack. Collaborative management and restoration of longleaf pine in lowcountry South Carolina. The Nature Conservancy. February 2, 2009 – December 31, 2011. $53,423. Received in 2009, $16,864.
Mitchell, R. J., E. A. Hobbie, 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 – December 31, 2010. $375,000. Received in 2008, $97,745. Received in 2009, $118,688.
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 2009, $268,902.
Mitchell, R. J. and L. Wayburn. Working forests in a changing climate: Creating a pilot forestry offset process for frequently burned longleaf pine in Georgia. R. Howard Dobbs, Jr. Foundation. June 1, 2009 – May 31, 2010. $8,500. Received in 2009, $5,160.
Smith, L. L. and J. M. Stober. Gopher tortoise surveys at Ft. Gordon, Georgia. The Nature Conservancy. November 6, 2009 – May 31, 2010. $55,578. Received in 2009, $3,244.
Stober, J. M. Bill Terrell Avian Conservation Grant. Georgia Ornithological Society. February 11, 2009 – June 30, 2010. $14,000. Received in 2009, $7,906.
Appendix I 21 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Longterm Research Internally Funded Projects – 2009
Conner, L. M. and L. L. Smith. The ecological role of mesopredators, the effects of mesopredator control and habitat approaches for managing predation.
Golladay, S. W., S. P. Opsahl, L. L. Smith and D. W. Hicks. Hydrologic variation and human development in the lower Flint River Basin: An ongoing landscape-scale experiment.
Kirkman, L. K., S. W. Golladay, L. L. Smith, S. P. Opsahl and D. W. Hicks. Depressional wetlands in the coastal plain landscape: Maintenance of regional biological diversity.
Mitchell, R. J., L. K. Kirkman, L. R. Boring and L. M. Conner. Productivity and biodiversity patterns: Controls in a southeastern coastal plain landscape (the forest productivity project).
Mitchell, R. J., S. B. Jack, R. K. McIntyre, L. K. Kirkman, L. L. Smith and L. M. Conner. Ecological forestry project: Silviculture that sustains and restores native biodiversity of pinelands in the Southeastern Coastal Plain: Legacies, fi re and recovery periods.
Appendix I 22 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Education and Outreach Activities On-site Activities
University Class Visits
University of Florida. A two-day fi eld experience focusing on longleaf pine management and restoration. (17)
University of Georgia. A week-long Maymester short course in fi re ecology. (15)
University of Georgia. A week-long Maymester short course in wildlife ecology. (17)
University of Georgia. A two-day fi eld tour focusing on herpetology. (20)
Abraham Baldwin Agricultural College. A one-day fi eld tour focusing on prescribed fi re. (14)
Arkansas Tech University. A two-day fi eld tour focusing on forest ecology. (12)
University of Georgia. A three-day fi eld experience focusing on mammalogy. (16)
Mercer University. A two-day fi eld experience focusing on longleaf pine ecology, conservation biology and management. (24)
Valdosta State. A two-day fi eld tour focusing on entomology. (17)
Florida A&M. A two-day fi eld experience for graduate students focusing on isolated wetlands. (6)
Albany State University. A one-day visit focusing on opportunities in the fi elds of math and science. (20)
Towson University. A two-day fi eld tour focusing on the Center’s wildlife and herpetology research. (4)
Teacher Outreach
Environmental Education Research Academy (EERA). A week-long workshop and fi eld experience for K-12 educators. (19)
Appendix II 23 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Natural Resource Conservation
Ecological Forestry Workshop I. A three-day workshop for public and private land managers from across the Southeast. (20) National Prescribed Fire Training Center. A one-day fi eld tour focusing on prescribed fi re use in the southeastern U.S. (34)
Freshwater Mussel and Fishes Workshop. A fi ve-day training workshop focusing on fi eld survey techniques and identifi cation of freshwater mussels and host fi shes. (23)
Institute for Georgia Environmental Leadership (IGEL). A one-day fi eld tour focusing on prescribed fi re and water resources issues. (37)
Georgia Forestry Commission Board. A two-day visit including a Board meeting and educational sessions on ecological forestry, groundcover restoration, water resources and prescribed fi re. (15)
Army Installation Management Command Southeastern Ecological Forestry Workshop. A three-day workshop for foresters from Army installations across the southeastern U.S. (14)
Landowner Field Day. A one-day workshop focusing on long-term management of longleaf pine plantations that transitions young plantations to mature longleaf-pine grasslands. (23)
Internal Prescribed Fire Course. A one-day course focusing on prescribed fi re for Jones Center employees and graduate students. (12)
Georgia Department of Natural Resources Board. A three-day retreat with educational sessions on longleaf pine management, prescribed fi re, water resources and wildlife monitoring. (13)
Lt. Governor Casey Cagle. A two-day visit focusing on water resources and prescribed fi re. (2)
Australian Fire Manager. A one-day visit focusing on Ichauway’s fi re management program and public/private fi re management partnerships. (1)
Georgia Forestry Commission Foresters. A two-day visit including a fi eld tour covering the topics of prescribed fi re, restoration and ecological forestry. (16)
Army Fire Workshop. A four-day workshop focusing on ecological burning for Army fi re managers from southeastern military installations and Hawaii. (9)
Appendix II 24 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Adopt-A-Stream Training Workshop. A two-day meeting including a Flint River trip focused on the Flint’s unique habitats and biota. (14)
Georgia Forest Landowners Association. A one-day fi eld tour focusing on longleaf pine ecology, management and restoration. (23)
Silviculture Instructors Tour. A one-day fi eld tour focusing on the Center’s research and resource management programs. (50)
Project Orianne Indigo Snake Working Group. A three-day meeting focusing on indigo snake conservation. (20)
Department of Economic Development. A two-day familiarization tour for the Consul Generals. (5)
National Ecological Observatory Network (NEON) Workshop. A two-day meeting to discuss status and development of the NEON program. (2)
Department of Natural Resources Commissioner. A one-day fi eld tour for new Georgia DNR Commissioner. (1)
Public Relations
WALB. A one-day visit by a television crew on Georgia’s Prescribed Fire Awareness Week to promote the benefi ts of prescribed fi re. (2)
Open House. A one-day open house of Jones Center facilities. (500)
Discovery Channel. A two-day visit by a television crew to fi lm a segment on prescribed fi re and gopher tortoises for the show Daily Planet. (2)
WALB. A one-day visit by a television crew to fi lm a feature on prescribed fi re. (2)
Appalachicola-Chattahoochee-Flint (ACF) Documentary. A one-day visit to fi lm segments of a movie being produced by Georgia Public Television focusing on the scientifi c, social and political issues surrounding the ongoing ACF Basin dispute between Georgia, Alabama and Florida. (2)
Appendix II 25 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
2009 Graduate Students
Graduated 2009
Revegetation potential of slash pile burn scars within the Michelle Creech longleaf pine forest. (University of Georgia, M.S., L. K. Kirkman)
A retrospective analysis of the white-tailed deer herd at the Brent Howze Joseph W. Jones Ecological Research Center. (University of Georgia, M.S., L. M. Conner)
Nutrient sources and cycling in a shadow subtropical reservoir. Julie McEntire (University of Georgia, M.S., S. P. Opsahl)
Predicting invasion success of a lotic crayfi sh from Lindsey Sargent physicochemical habitat variables and predator-avoidance behavior. (University of Georgia, M.S., S. W. Golladay)
The infl uence of riparian disturbance on aquatic turtles in the Sean Sterrett Lower Flint River Basin, Georgia. (University of Georgia, M.S., L. L. Smith)
Mosquito use of natural and human disturbed isolated Eva Whitehead wetlands: Implications for human health. (University of Georgia, M.S., S. W. Golladay)
Current 2009 Projects
Red-cockaded woodpecker genetics. Travis Alstad (University of Georgia, M.S., L. M. Conner)
Scaling internally cycled respired carbon from individual Doug Aubrey tree to ecosystem scales. (University of Georgia, Ph.D., R. J. Mitchell)
A fast-running physics-based model for coupled atmosphere Jesse Canfi eld fi re behavior: Model development and comparison with experimental fi eld data. (Florida State University, Ph.D., R. J. Mitchell)
The effect of light and moisture on longleaf pine seedling David Dyson growth under varying canopy densities. (Auburn University, M.S., S. B. Jack)
Appendix III 26 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Tick-borne diseases and interactions with deer herds Elizabeth Gleim and prescribed fi re. (University of Georgia, Ph.D., L. M. Conner)
Gopher tortoise population health in a changing landscape. Jess Gonyor (University of Georgia, Ph.D., L. L. Smith)
Land use and soil carbon storage. Claire Ike (University of Georgia, M.S., L. R. Boring)
Linking spatial variation of understory vegetative fuels with Louise Loudermilk silviculture and forest dynamics in the frequent low intensity fi re regime of the longleaf pine ecosystem. (University of Florida, Ph.D., R. J. Mitchell)
Landscape changes in depressional wetlands. Glenn Martin (University of Georgia, M.S., L. K. Kirkman)
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)
Effect of supplemental feeding, predator exclusion Gail Morris and prescribed fi re on small mammal populations in longleaf pine ecosystem. (University of Florida, M.S., L. M. Conner)
Distribution, dynamics and control strategies for Japanese Corrie Peterson Climbing Fern. (University of Florida, M.S., S. B. Jack)
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)
Impacts of fi re ants on seed dispersal. Margaret Shearin (University of Georgia, M.S., L. K. Kirkman)
Infl uence of submerged aquatic vegetation (SAV). Stephen Shivers on water quality in Lake Seminole. (University of Georgia, M.S., S. P. Opsahl)
Appendix III 27 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Associations between upland snake assemblages Dave Steen and longleaf pine forests. (Auburn University, Ph.D., L. L. Smith)
Controls of reproduction and recruitment of Scott Wiggers legumes in the longleaf pine-wiregrass ecosystem. (Auburn University, M.S., L. K. Kirkman)
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)
Conservation Interns/Apprentices
Cathryn E. “Cat” Eddins. 2007 - 2009. A.S. in Wildlife Technology, Abraham Baldwin Agricultural College.
Bryant R. Williamson. 2007 - 2009. B.S. in Forest Resources, University of Georgia.
Appendix III 28 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Scientifi c Advisory Committee
Dr. Gene E. Likens – Chair (1988- present) 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
Dr. James E. Kundell (2006-2010) Professor Emeritus Odum School of Ecology and Carl Vinson Institute of Government University of Georgia
Dr. Robert J. Naiman (1993-present) Professor School of Fisheries University of Washington
Rotating SAC Members 2009
Dr. Malcolm L. Hunter, Jr. (1996- 2009) Libra Professor of Conservation Biology Professor of Wildlife Department of Wildlife Ecology University of Maine
Mr. W. Leon Neel (1997-2008) Forest and Wildlife Consultant Thomasville, Georgia
New SAC Members 2010
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
Appendix IV 29 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Staff
Scientists
Lindsay R. Boring - Director, Scientist, Forest Ecology Adjunct Associate Professor - University of Georgia Affi liate Associate Professor - Auburn University Courtesy Professor - University of Florida
L. Michael Conner - Associate Scientist, Wildlife Ecology Adjunct Assistant Professor - University of Georgia Adjunct Assistant Professor - Louisiana State University Adjunct Assistant Professor - Mississippi State University Adjunct Assistant Professor - Utah State University Adjunct Assistant Professor - University of Florida
Stephen W. Golladay - Associate Scientist, Aquatic Ecology Adjunct Associate Professor - University of Georgia
D. Woody Hicks - Scientist, Groundwater Hydrology
Steven B. Jack - Conservation Ecologist, Applied Forest Scientist
L. Katherine Kirkman - Associate Scientist, Plant Ecology Adjunct Assistant Professor - University of Georgia Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - University of Florida
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 Polytechnic Institute and State University Adjunct Associate Professor - Florida State University
Stephen P. Opsahl - Associate Scientist, Aquatic Microbial Ecology Adjunct Assistant Professor - Florida State University Adjunct Assistant Professor - University of Florida Adjunct Assistant Professor – University of Georgia
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
Appendix V 30 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Adjunct Assistant Professor - Texas A&M University Adjunct Assistant Professor - University of Maine
Research Technicians
Stephanie E. Allums – Lead Technician II, Aquatic Microbiology
James P. Bradley - Research Technician / Field Engineer II
Brian A. Clayton - Monitoring Technician II, Groundwater Hydrology
Noah Jansen – Lead Technician I, Forest Ecology
Melanie J. Kaeser – Lead Technician II, Plant Ecology
Jennifer M. Linehan – Lead Technician I, Herpetology
Jason D. McGee – Lead Technician II, Forest Ecology and Silviculture
Jessica C. Rutledge – Lead Technician II, Wildlife Ecology
Nathalie D. Smith – Lead Technician I, Aquatic Ecology
R. Scott Taylor – Lead Technician II, Forest Ecology
Dwan N. Williams - Research Technician II, Forest Ecology
Research Support
Jean C. Brock - Information Technology Manager
Elizabeth P. Cox - Science Librarian
John A. Merritt - Network Manager
Micheal G. Simmons – Database / Data Analyst
Education
Jessica D. McCorvey - Education Program Assistant
R. Kevin McIntyre - Education Coordinator
Appendix V 31 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Conservation
James B. Atkinson, Jr. - Natural Resource Manager
Bobby E. Bass - Conservation Technician II
Cathryn E. Eddins - Conservation Apprentice *
Steven B. Jack - Conservation Ecologist
Mark A. Melvin - Conservation Management / Education Technician
Joel L. Rackley - Agricultural Specialist
T. Scott Smith - Assistant Natural Resource Manager
Jonathan M. Stober - Wildlife Monitoring Biologist
David C. Varnadoe - Conservation Horticulturist
Bryant R. Williamson - Conservation Apprentice *
Maintenance and Operations
Dennis J. Williams - Maintenance Manager
Administration
Rosanne B. Bohannon - Procurement Specialist / Accounting Assistant
Lindsay R. Boring - Director
Cindy C. Craft – Administrative and Human Resource Assistant
Larry E. Ethridge - Security Supervisor
Becky H. Gay – Business Administrator
Jessica A. Kelly - Receptionist
Robert S. Lynch - Accountant
Denise R. McWhorter - Assistant to the Director
*has left the Center
Appendix V 32 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Guest Seminars
Allums, Stephanie E. Lead Technician IV, Aquatic Microbiology, Joseph W. Jones Ecological Research Center, Newton, Georgia. Evaluation of groundwater quality in springsheds of the Karst Upper Floridan Aquifer.
Creech, Michelle. M.S. Student, Odum School of Ecology, University of Georgia, Athens, Georgia. Revegetation potential of slash pile burn sites in the longleaf pine ecosystem.
Fenolio, Dr. Danté. Amphibian Conservation Scientist, Atlanta Botanical Garden, Atlanta, Georgia. Life in the dark.
Gray, Robert W. Fire Ecologist, R. W. Gray Consulting Ltd., Chilliwack, British Columbia. Assessing fi re behavior and fi re effects in mountain pine beetle-killed lodgepole pine stands in southeastern British Columbia.
Hernandez-Divers, Dr. Sonia. Assistant Professor, Wildlife Disease, Warnell School of Forestry and Natural Resources, University of Georgia and Southeastern Cooperative Wildlife Disease Study (SCWDS), Department of Population Health, College of Veterinary Medicine, Athens, Georgia. Wildlife disease and ecosystem health.
Howze, Brent. M.S. Student, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. The effect of predation on white-tailed deer recruitment at the Joseph W. Jones Ecological Research Center.
Jackson, Dr. Rhett. Professor of Hydrology, Warnell School of Forest Resources, University of Georgia, Athens, Georgia. Minimum explanatory complexity and the impossibility of universal stream channel classifi cation.
Johnson, Dr. Lucinda B. Senior Research Associate, Center for Water and the Environment, Natural Resources Research Institute, University of Minnesota, Duluth, Minnesota. Effects of climate change and anthropogenic stressors on amphibians.
Kitron, Dr. Uriel. Professor and Chair, Environmental Studies, Emory University, Atlanta, Georgia. Vector-borne and zoonotic diseases: Climate, landscape and transmission.
LaDeau, Dr. Shannon L. Ecologist, Cary Institute of Ecosystem Studies, Millbrook, New York. Spatial and temporal drivers of West Nile virus ecology in North America.
Appendix VI 33 ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425 Form 990, Year 2009, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 6, 2010
Loescher, Dr. Hank. Senior Systems Scientist, National Ecological Observatory Network, Boulder Colorado. What is NEON project science and what it means to scientists.
Madden, Dr. Marguerite. Professor and Director, Center for Remote Sensing and Mapping Science, Department of Geography, University of Georgia, Athens, Georgia. Natural and cultural resources of national parks: Manual maps to geographic object-based image analysis and geovisualization.
Markewitz, Dr. Daniel. Associate Professor, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Incorporating spatial dependence into sampling designs for estimating soil carbon contents under different landcovers.
McEntire, Julie. M. S. Student, Odum School of Ecology, University of Georgia, Athens, Georgia. Sources and cycling of nutrients in a subtropical reservoir.
Quintana-Ascencio, Dr. Pedro. Associate Professor, Department of Biology, University of Central Florida, Orlando, Florida. Fire infl uences plant Population Genetics and Demographic Spatial Structure.
*Pyne, Dr. Stephen. Professor, Human Dimensions Faculty, School of Life Sciences, Arizona State University, Tempe, Arizona. Between two fi res.
Smith, Dr. Lora. Associate Scientist, Wildlife Ecology, Joseph W. Jones Ecological Research Center, Newton, Georgia. Don’t Tread on Me... Snake Safety at Ichauway.
*Selzer, Lawrence. President, The Conservation Fund, Arlington, Virginia. Working forests: Critical infrastructure for the nation.
Staudhammer, Dr. Christina. Assistant Professor, Forest Biometrics, School of Forest Resources and Conservation, University of Florida, Gainesville, Florida. Modeling data repeated over time and space: Trigonometric random regression, spatial autocorrelation structures and other creative approaches.
Sterrett, Sean. M.S. Student, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. The Ecology and Infl uence of Land Use on River Turtles in Southwest Georgia.
Way, Dr. Albert. Postdoctoral Fellow, Institute for Southern Studies, University of South Carolina, Columbia, South Carolina. Burned to be wild: Herbert L. Stoddard and the roots of ecological conservation in the Southern Coastal Plain.
* Distinguished Lecture Series Speaker
Appendix VI 34
May 3, 2010
Mr. P. Russell Hardin President Robert W. Woodruff Foundation, Inc. 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
Dear Russ:
In December 2009, the Robert W. Woodruff Foundation approved an $8,000,000 grant to Ichauway, Inc. for which we entered into that certain Agreement Re Expenditure Responsibility dated December 7, 2009. Grant proceeds are to be used toward the Joseph W. Jones Ecological Research Center’s 2010 operating and capital expenses. The $8,000,000 grant commitment was paid in full on December 29, 2009.
No portion of the grant funds were spent in 2009. Accordingly, no portion of the grant has been diverted to purposes other than those outlined in the expenditure responsibility agreement. We expect to spend substantially all of the grant funds in 2010, the results of which will be further outlined in my Director’s Report at year end.
Sincerely,
Lindsay R. Boring Director
ROBERT W. WOODRUFF FOUNDATION - #58-1695425 Form 990-PF, Year 2009, 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 35,000 957 50 Hurt Plaza, Suite 1200 Chairman Atlanta, Georgia 30303
James M. Sibley Trustee 1 25,000 957 50 Hurt Plaza, Suite 1200 Vice- Atlanta, Georgia 30303 Chairman
Wilton Looney Trustee 1 25,000 957 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
Charles Ginden Trustee 1 25,000 957 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
Charles H. McTier Trustee 1 25,000 957 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
TOTAL TRUSTEES 135,000 4,785
OFFICERS:
P. Russell Hardin President 23 220,524 9,579 7,742 13,139 22,789 563 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
J. Lee Tribble Treasurer 23 115,892 9,579 7,742 16,167 416 563 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
Erik S. Johnson Secretary 23 65,688 5,474 4,379 3,667 0 563 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303 24,632 19,863 32,973 23,205 1,689 TOTAL OFFICERS 402,104100,673 1,689
RETIRED PRESIDENT:
Charles H. McTier *** Retired Pres. 240,772 50 Hurt Plaza, Suite 1200 Atlanta, Georgia 30303
TOTAL RETIRED OFFICER 240,772
TOTALS - TRUSTEES & OFFICERS 777,876105,458 1,689
* 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. ***Charles H. McTier, retired president, received distribution from the 457(f), including $168,129 recorded in prior years in column (d). ROBERT W. WOODRUFF FOUNDATION, INC. - #581695425 990-PF, Year 2009, Page 8, Part X, Line 1e
As of January 1, 2009, the Foundation owned 36,487,590 shares of The Coca-Cola Company common stock. Grants totaling 961,484 shares of stock were given as grants in 2009, reducing the final number of shares to 35,526,106 at December 31, 2009. These represent approximately 1.54% of the total average of 2,313 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 $1,768,769,063. Based upon the attached opinion letter from SunTrust Robinson Humphrey, the Foundation applied a blockage discount factor of 3.5%.
$1,768,769,063 @ 3.5% = $61,906,917
ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425 Form 990-PF, Year 2009, Page 10, Part XV, Line 2 INFORMATION REGARDING GRANT PROGRAMS
(a) P. Russell Hardin, President Robert W. Woodruff Foundation, Inc. 50 Hurt Plaza Suite 1200 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 2009, Page 11, Part XV, Line 3b GRANTS APPROVED FOR FUTURE PAYMENT
Foundation Recipient Status Purpose of Grant Amount
Georgia Cancer Coalition Support for general operations and implementation of the institute of 50 Hurt Plaza, Suite 700 1 $350,000 Medicine recommendations for Georgia Atlanta, GA 30303
Atlanta Police Foundation 127 Peachtree Street 1 Putting Public Safety First campaign. Payable over two years $500,000 201 Candler Building Atlanta, GA 30303
Year Up, Inc. 730 Peachtree St. Establishment of an Atlanta site of the Year Up workforce development 1 $250,000 Suite 900 program. Payable over two years Atlanta, GA 30308
Independent Sector 1602 L Street 1 Costs associated with 2010 Annual Meeting in Atlanta. $75,000 Suite 900 Washington, D.C. 20036
GRANTS APPROVED FOR FUTURE PAYMENT $1,175,000
Foundation status of recipient: 1 509(a)(1) 2 509(a)a(2) 3 509(a)(3), type 1 or 2 only 4 Private operating foundation for which we have expenditure responsibility 5 Government agency
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