Return of Private Foundation OMB No. 1545‐0052 Form 990‐PF or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury | Do not enter Social Security numbers on this form as it may be made public. 2013 Internal Revenue Service | Information about Form 990‐PF and its separate instructions is at www.irs.gov/form990pf. Open to Public Inspection For calendar year 2013 or tax year beginning , and ending Name of foundation A Employer identification number
Robert W. Woodruff Foundation, Inc. 58‐1695425 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number 191 Peachtree Street, NE 3540 4045226755 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here~| Atlanta, GA 30303‐1799 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here ~~| Final return Amended return 2. Foreign organizations meeting the 85% test, Address change Name change check here and attach computation ~~~~| H Check type of organization: X Section 501(c)(3) exempt private foundation E If private foundation status was terminated Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation under section 507(b)(1)(A), check here ~| I Fair market value of all assets at end of year J Accounting method: X Cash Accrual F If the foundation is in a 60‐month termination (from Part II, col. (c), line 16) Other (specify) under section 507(b)(1)(B), check here ~| | $ 3119096039. (Part I, column (d) must be on cash basis.) Part I Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a).) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received ~~~ N/A
2 Check | X if the foundation is not required to attach Sch. B Interest on savings and temporary 3 cash investments ~~~~~~~~~~~~~~ 183867. 183867. Statement 1 4 Dividends and interest from securities~~~~~ 86573722. 86573722. 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 ~~ ‐248186. Gross sales price for all b assets on line 6a ~~ 30258942. 7 Capital gain net income (from Part IV, line 2) ~~~~~ 0.
Revenue 8 Net short‐term capital gain ~~~~~~~~~ 9 Income modifications~~~~~~~~~~~~ Gross sales less returns 10a and allowances ~~~~ b Less: Cost of goods sold ~ c Gross profit or (loss) ~~~~~~~~~~~~ 11 Other income ~~~~~~~~~~~~~~~ 12 Total. Add lines 1 through 11 86509404. 86757590. 13 Compensation of officers, directors, trustees, etc.~~~ 561792. 200013. 361779. 14 Other employee salaries and wages~~~~~~ 295728. 113032. 182696. 15 Pension plans, employee benefits ~~~~~~ 236957. 80566. 156391. 16a Legal fees~~~~~~~~~~~~~~~~~Stmt 4 1726. 587. 1139. b Accounting fees ~~~~~~~~~~~~~~Stmt 5 35674. 12129. 23545. c Other professional fees ~~~~~~~~~~~Stmt 6 289038. 277369. 11669. 17 Interest ~~~~~~~~~~~~~~~~~~ 18 Taxes~~~~~~~~~~~~~~~~~~~Stmt 7 865000. 0. 0. 19 Depreciation and depletion ~~~~~~~~~ 23426. 7965. 20 Occupancy ~~~~~~~~~~~~~~~~ 58531. 19901. 38630. 21 Travel, conferences, and meetings ~~~~~~ 21280. 7235. 14045. 22 Printing and publications ~~~~~~~~~~ 3281. 1116. 2165. 23 Other expenses ~~~~~~~~~~~~~~Stmt 8 156846. 25797. 131049. 24 Total operating and administrative expenses. Add lines 13 through 23 ~~~~~ 2549279. 745710. 923108.
Operating and Administrative Expenses 25 Contributions, gifts, grants paid ~~~~~~~ 155816887. 155816887. 26 Total expenses and disbursements. Add lines 24 and 25 158366166. 745710. 156739995. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements ~ ‐71856762. b Net investment income (if negative, enter ‐0‐)~~~ 86011880. c Adjusted net income (if negative, enter ‐0‐) N/A 323501 10‐10‐13 LHA For Paperwork Reduction Act Notice, see instructions. Form 990‐PF (2013) 1 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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~~~~~~~~~~~~~~~~~~~ 6692. 7626. 7626. 2 Savings and temporary cash investments ~~~~~~~~~~~~ 42995298. 38600713. 38605992. 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 ~~~~~~~~~~~~~
Assets 10a Investments ‐ U.S. and state government obligations ~~~~~~~Stmt 10 148182987. 154161136. 159394011. b Investments ‐ corporate stock ~~~~~~~~~~~~~~~~~Stmt 11 78986147. 77182486. 2764319060. c Investments ‐ corporate bonds ~~~~~~~~~~~~~~~~~Stmt 12 119391823. 125949354. 126155877. 11 Investments ‐ land, buildings, and equipment: basis ~~9 Less: accumulated depreciation ~~~~~~~~9 12 Investments ‐ mortgage loans ~~~~~~~~~~~~~~~~~ 13 Investments ‐ other ~~~~~~~~~~~~~~~~~~~~~~ 14 Land, buildings, and equipment: basis 9 22042895. Less: accumulated depreciation ~~~~~~~~9 548874. 21517446. 21494021. 30380042. 15 Other assets (describe 9 Statement 13) 149426. 173949. 233431. 16 Total assets (to be completed by all filers ‐ see the instructions. Also, see page 1, item 1) 411229819. 417569285. 3119096039. 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) 27082. 27083.
23 Total liabilities (add lines 17 through 22) 27082. 27083. Foundations that follow SFAS 117, check here ~~~~ 9 X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~ 411202737. 417542202. 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~~~~~~~~~~~~~~~~ 411202737. 417542202. Net Assets or Fund Balances
31 Total liabilities and net assets/fund balances 411229819. 417569285. 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 411202737. 2 Enter amount from Part I, line 27a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 ‐71856762. 3 Other increases not included in line 2 (itemize) 9 See Statement 9 3 78196227. 4 Add lines 1, 2, and 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 417542202. 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 417542202. Form 990‐PF (2013) 323511 10‐10‐13 2 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (e.g., real estate, (b) How acquired (c) Date acquired (d) Date sold P ‐ Purchase 2‐story brick warehouse; or common stock, 200 shs. MLC Co.) D ‐ Donation (mo., day, yr.) (mo., day, yr.) 1a b See Attached Statements c d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e 30258942. 30507128. ‐248186. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than ‐0‐) or Losses (from col. (h)) (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any a b c d e ‐248186. 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 ‐248186. 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 the instructions before making any entries. (a) (b) (c) (d) Base period years Distribution ratio Calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable‐use assets (col. (b) divided by col. (c)) 2012 133501145. 2812014074. .047475 2011 115837317. 2609099135. .044397 2010 98976658. 2252166121. .043947 2009 106653838. 2006741309. .053148 2008 116987932. 2224016687. .052602
2 Total of line 1, column (d)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 .241569 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 .048314
4 Enter the net value of noncharitable‐use assets for 2013 from Part X, line 5 ~~~~~~~~~~~~~~~~~~~~~ 4 2921104556.
5 Multiply line 4 by line 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 141130246.
6 Enter 1% of net investment income (1% of Part I, line 27b) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 860119.
7 Add lines 5 and 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 141990365.
8 Enter qualifying distributions from Part XII, line 4~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 156739995. 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.
323521 10‐10‐13 Form 990‐PF (2013) 3 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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 860119. 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 860119. 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 860119. 6 Credits/Payments: a 2013 estimated tax payments and 2012 overpayment credited to 2013 ~~~~~~~~ 6a 866984. 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 866984. 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 6865. 11 Enter the amount of line 10 to be: Credited to 2014 estimated tax | 6865. 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 the 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? If "Yes," complete Part II, col. (c), and Part XV ~~~~~ 7 X
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 2013 or the taxable year beginning in 2013 (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 (2013)
323531 10‐10‐13 4 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 5 Part VII‐A Statements Regarding Activities (continued) 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If "Yes," attach schedule (see instructions)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes," attach statement (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? ~~~~~~~~~~~ 13 X Website address | www.woodruff.org 14 The books are in care of | Erik S. Johnson, Secretary Telephone no. |404‐522‐6755 Located at | 191 Peachtree Street NE, Suite 3540, Atlanta, GA ZIP+4 |30303‐1799 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990‐PF in lieu of Form 1041 ‐ Check here ~~~~~~~~~~~~~~~~~~~~~~~ | and enter the amount of tax‐exempt interest received or accrued during the year ~~~~~~~~~~~~~~~~~~~ | 15 N/A 16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over a bank, Yes No securities, or other financial account in a foreign country? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 16 X See the instructions for exceptions and filing requirements for Form TD F 90‐22.1. If "Yes," enter the name of the foreign country | Part VII‐B Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No 1a During the year did the foundation (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ~~~~~~~~~~~~~~ Yes X No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ~~~~~~~~~~~~~ Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ~~~~~~~~~~~~~~ X Yes No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (6) Agree to pay money or property to a government official? (Exception. Check "No" if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) ~~~~~~~~~~~~~~~~~~~~~ Yes X No b If any answer is "Yes" to 1a(1)‐(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)‐3 or in a current notice regarding disaster assistance (see instructions)? ~~~~~~~~~~~~~~~~~~~~~ 1b X Organizations relying on a current notice regarding disaster assistance check here ~~~~~~~~~~~~~~~~~~~~~ | c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2013?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 2013, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2013? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 2013 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 2013.) ~~~~~~~~~~~~~~~~~~~~~~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 2013? 4b X Form 990‐PF (2013)
323541 10‐10‐13 5 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly 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 132500. 5730. 0. OFFICERS‐see attached detail listing OFFICERS
69.00 429292. 106914. 2304.
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 Smith ‐ 191 Peachtree St Grants Program Director NE, #3540, Atlanta, GA 30303 23.00 57239. 13295. 666. Martha Morton ‐ 191 Peachtree St NE, Controller #3540, Atlanta, GA 30303 23.00 52836. 16196. 666.
Total number of other employees paid over $50,000 | 0 Form 990‐PF (2013)
323551 10‐10‐13 6 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 7 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest‐paid independent contractors for professional services. If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation SUNTRUST BANK TRUST FEE UNIT INVESTMENT P.O. BOX 26489, RICHMOND, VA 23261 CONSULTANTS 271268.
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 (2013)
323561 10‐10‐13 7 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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 2965317204. b Average of monthly cash balances ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b 8854. c Fair market value of all other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c 262324. d Total (add lines 1a, b, and c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d 2965588382. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) ~~~~~~~~~~~~~~~~~~~~~~ 1e 87878962. 2 Acquisition indebtedness applicable to line 1 assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 0. 3 Subtract line 2 from line 1d~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 2965588382. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) ~~~~~~~~ 4 44483826. 5 Net value of noncharitable‐use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ~~~~~~~~~~ 5 2921104556. 6 Minimum investment return. Enter 5% of line 5 6 146055228. Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here 9 and do not complete this part.) 1 Minimum investment return from Part X, line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 146055228. 2a Tax on investment income for 2013 from Part VI, line 5 ~~~~~~~~~~~ 2a 860119. b Income tax for 2013. (This does not include the tax from Part VI.) ~~~~~~~ 2b c Add lines 2a and 2b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 860119. 3 Distributable amount before adjustments. Subtract line 2c from line 1 ~~~~~~~~~~~~~~~~~~~~~~~ 3 145195109. 4 Recoveries of amounts treated as qualifying distributions~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 0. 5 Add lines 3 and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 145195109. 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 145195109. 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 156739995. 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 156739995. 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 860119. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 155879876. 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 (2013)
323571 10‐10‐13 8 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 9
Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2012 2012 2013 1 Distributable amount for 2013 from Part XI, line 7 ~~~~~~~~~~~~~~~~~ 145195109. 2 Undistributed income, if any, as of the end of 2013: a Enter amount for 2012 only ~~~~~~~ 127656520. b Total for prior years: , , 0. 3 Excess distributions carryover, if any, to 2013: aFrom 2008 ~~~ bFrom 2009 ~~~ c From 2010 ~~~ dFrom 2011 ~~~ eFrom 2012 ~~~ f Total of lines 3a through e ~~~~~~~~ 0. 4 Qualifying distributions for 2013 from Part XII, line 4: 9 $ 156739995. aApplied to 2012, but not more than line 2a ~ 127656520. 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 2013 distributable amount ~~~ 29083475. eRemaining amount distributed out of corpus 0. 5 Excess distributions carryover applied to 2013 ~~ 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 2012. Subtract line 4a from line 2a. Taxable amount ‐ see instr.~ 0. f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ~~~~~~~~~~ 116111634. 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 2008 not applied on line 5 or line 7 ~~~~~~~ 0. 9 Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ~~~~ 0. 10 Analysis of line 9: aExcess from 2009~ bExcess from 2010~ c Excess from 2011~ dExcess from 2012~ eExcess from 2013 Form 990‐PF (2013) 323581 10‐10‐13 9 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010 (e) Total investment return from Part X for each year listed ~~~~~~~~~ b 85% of line 2a ~~~~~~~~~~ c Qualifying distributions from Part XII, line 4 for each year listed ~~~~~ d Amounts included in line 2c not used directly for active conduct of exempt activities ~~~~~~~~~ e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c~~~~ 3 Complete 3a, b, or c for the alternative test relied upon: a "Assets" alternative test ‐ enter: (1) Value of all assets ~~~~~~ (2) Value of assets qualifying under section 4942(j)(3)(B)(i) ~ b "Endowment" alternative test ‐ enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed ~~~~~~~~~~~~~~ c "Support" alternative test ‐ enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)~~~~ (2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) ~~~ (3) Largest amount of support from an exempt organization ~~~~ (4) Gross investment income Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year‐see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) None b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest. None 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check 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 or e‐mail address 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
323601 10‐10‐13 Form 990‐PF (2013) 10 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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 155816887.
Total 9 3a 155816887. b Approved for future payment
See attached schedule 72440000.
Total 9 3b 72440000. Form 990‐PF (2013) 323611 10‐10‐13 11 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF (2013) 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 183867. 4 Dividends and interest from securities ~~~~~~~~ 14 86573722. 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 ‐248186. 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. 86509404. 0. 13 Total. Add line 12, columns (b), (d), and (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 86509404. (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).
323621 10‐10‐13 Form 990‐PF (2013) 12 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1
Continuation for 990‐PF, Part IV Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 1 of 2 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold, e.g., real estate, (b) How acquired (c) Date acquired (d) Date sold P ‐ Purchase 2‐story brick warehouse; or common stock, 200 shs. MLC Co. D ‐ Donation (mo., day, yr.) (mo., day, yr.) 1a BERKSHIRE HATHAWAY 2.125% P 02/11/1002/11/13 b FNMA 4.75% P 10/01/0402/21/13 c HEWLETT PACKARD 4.5% P 02/10/1003/01/13 d HEWLETT PACKARD 4.5% P 02/04/1103/01/13 e HEWLETT PACKARD 4.5% P 02/04/1103/01/13 f MBNA 6.125% P 10/01/0703/01/13 g PITNEY BOWES 4.875% P 10/01/0703/12/13 h USTRS 1.375% P 04/01/1003/15/13 i ROCHE HOLDINGS 5% P 03/03/0903/21/13 j BANK NY MELLON 4.5% P 02/10/1004/01/13 k VERIZON COMMUNICATIONS 5.25% P 04/18/0804/15/13 l CAMPBELL SOUP 3.05% P 07/14/1004/18/13 m USTRS 3.125% P 06/16/0804/30/13 n FHLB 5.25% P 11/27/0607/30/13 o USTRS 4.25% P 04/15/0508/15/13 (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a 1500000. 1504500. ‐4500. b 3000000. 3000000. 0. c 500000. 537435. ‐37435. d 1000000. 1070640. ‐70640. e 500000. 535320. ‐35320. f 2000000. 2084340. ‐84340. g 2119600. 1931354. 188246. h 1360000. 1354687. 5313. i 664081. 649681. 14400. j 1020000. 1093491. ‐73491. k 1750000. 1784510. ‐34510. l 2486355. 2346925. 139430. m 2500000. 2475391. 24609. n 2500000. 2550000. ‐50000. o 3000000. 2999062. 938. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Losses (from col. (h)) (j) Adjusted basis (k) Excess of col. (i) Gains (excess of col. (h) gain over col. (k), (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any but not less than "‐0‐") a ‐4500. b 0. c ‐37435. d ‐70640. e ‐35320. f ‐84340. g 188246. h 5313. i 14400. j ‐73491. k ‐34510. l 139430. m 24609. n ‐50000. o 938.
~~ If gain, also enter in Part I, line 7 ~~~~~~ 2 Capital gain net income or (net capital loss) iIf (loss), enter "‐0‐" in Part I, line 7 j 2 3 Net short‐term capital gain or (loss) as defined in sections 1222(5) and (6): p If gain, also enter in Part I, line 8, column (c). m If (loss), enter "‐0‐" in Part I, line 8 o 3
323591 05‐01‐13 14 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Continuation for 990‐PF, Part IV Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 2 of 2 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold, e.g., real estate, (b) How acquired (c) Date acquired (d) Date sold P ‐ Purchase 2‐story brick warehouse; or common stock, 200 shs. MLC Co. D ‐ Donation (mo., day, yr.) (mo., day, yr.) 1a CAROLINA P&L 5.125% P 04/07/0909/16/13 b ADT CORP 2.25% P 07/17/1210/02/13 c GA POWER CO 6% P 03/02/0911/01/13 d CMBS CSFB 2005‐C7 A4 P 10/12/1203/21/13 e f g h i j k l m n o (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a 1000000. 1054880. ‐54880. b 1428750. 1522260. ‐93510. c 500000. 547480. ‐47480. d 1430156. 1465172. ‐35016. e f g h i j k l m n o Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Losses (from col. (h)) (j) Adjusted basis (k) Excess of col. (i) Gains (excess of col. (h) gain over col. (k), (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any but not less than "‐0‐") a ‐54880. b ‐93510. c ‐47480. d ‐35016. e f g h i j k l m n o
~~ If gain, also enter in Part I, line 7 ~~~~~~ 2 Capital gain net income or (net capital loss) iIf (loss), enter "‐0‐" in Part I, line 7 j 2 ‐248186. 3 Net short‐term capital gain or (loss) as defined in sections 1222(5) and (6): p If gain, also enter in Part I, line 8, column (c). m If (loss), enter "‐0‐" in Part I, line 8 o 3 N/A
323591 05‐01‐13 15 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 2220 Underpayment of Estimated Tax by Corporations OMB No. 1545‐0142
Department of the Treasury | Attach to the corporation's tax return. Form 990‐PF Internal Revenue Service | Information about Form 2220 and its separate instructions is at www.irs.gov/form2220. 2013 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 860119.
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 860119. 4 Enter the tax shown on the corporation's 2012 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 823906.
5 Required annual payment. Enter the smaller of line 3 or line 4. If the corporation is required to skip line 4, enter the amount from line 3 5 823906. Part II Reasons for Filing ‐ Check the boxes below that apply. If any boxes are checked, the corporation must file Form 2220 even if it does not owe a penalty (see instructions). 6 The corporation is using the adjusted seasonal installment method. 7 X The corporation is using the annualized income installment method. 8 X The corporation is a "large corporation" figuring its first required installment based on the prior year's tax. Part III Figuring the Underpayment (a) (b) (c) (d) 9 Installment due dates. Enter in columns (a) through (d) the 15th day of the 4th (Form 990‐PF filers: Use 5th month), 6th, 9th, and 12th months of the corporation's tax year ~~~~~~~~~~~~~~~~ 9 05/15/13 06/15/13 09/15/13 12/15/13 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 32043. 43299. 300810. 251062. 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 76984. 80000. 610000. 100000. 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 44941. 81642. 390832. 13 Add lines 11 and 12 ~~~~~~~~~~~~~~~~~ 13 124941. 691642. 490832. 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 76984. 124941. 691642. 490832. 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 44941. 81642. 390832. 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 (2013)
312801 12‐26‐13 16 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Form 990‐PF Form 2220 (2013) 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 4/15/2013 and before 7/1/2013 ~~ 21
22 Underpayment on line 17 x Number of days on line 21 x 3% ~~~ 22 $ $ $ $ 365
23 Number of days on line 20 after 06/30/2013 and before 10/1/2013 ~ 23
24 Underpayment on line 17 x Number of days on line 23 x 3% ~~~ 24 $ $ $ $ 365
25 Number of days on line 20 after 9/30/2013 and before 1/1/2014 ~~ 25
26 Underpayment on line 17 x Number of days on line 25 x 3% ~~~ 26 $ $ $ $ 365
27 Number of days on line 20 after 12/31/2013 and before 4/1/2014 ~ 27
28 Underpayment on line 17 x Number of days on line 27 x 3% ~~~ 28 $ $ $ $ 365
29 Number of days on line 20 after 3/31/2014 and before 7/1/2014 ~~ 29
30 Underpayment on line 17 x Number of days on line 29 x *% ~~~ 30 $ $ $ $ 365
31 Number of days on line 20 after 6/30/2014 and before 10/01/2014 ~ 31
32 Underpayment on line 17 x Number of days on line 31 x *% ~~~ 32 $ $ $ $ 365
33 Number of days on line 20 after 9/30/2014 and before 1/1/2015 ~~ 33
34 Underpayment on line 17 x Number of days on line 33 x *% ~~~ 34 $ $ $ $ 365
35 Number of days on line 20 after 12/31/2014 and before 2/16/2015 ~ 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 (2013)
312802 12‐26‐13 17 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 Form 2220 (2013) 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 2010 ~~~~~~~~~~~~ 1a
bTax year beginning in 2011 ~~~~~~~~~~~~ 1b
c Tax year beginning in 2012 ~~~~~~~~~~~~ 1c 2 Enter taxable income for each period for the tax year beginning in 2012. (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 2010 ~~~~~~~~~~~~ 3a
bTax year beginning in 2011 ~~~~~~~~~~~~ 3b
c Tax year beginning in 2012 ~~~~~~~~~~~~ 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 312821 12‐26‐13 JWA Form 2220 (2013) 18 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 Form 2220 (2013) 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 2136178. 3767084. 25076788. 47041201.
22 Annualization amounts (see instructions) ~~~~~~ 22 6.000000 4.000000 2.000000 1.333330
23aAnnualized taxable income. Multiply line 21 by line 22 ~ 23a 12817068. 15068336. 50153576. 62721445. bExtraordinary items (see instructions) ~~~~~~~~ 23b c Add lines 23a and 23b ~~~~~~~~~~~~~~ 23c 12817068. 15068336. 50153576. 62721445. 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 128171. 150683. 501536. 627214. 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 128171. 150683. 501536. 627214. 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 128171. 150683. 501536. 627214.
30 Applicable percentage ~~~~~~~~~~~~~~ 30 25% 50% 75% 100%
31 Multiply line 29 by line 30 31 32043. 75342. 376152. 627214. 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 32043. 75342. 376152. 627214. 33 Add the amounts in all preceding columns of line 38 (see instructions) ~~~~~~~~~~~~~~~~ 33 32043. 75342. 376152. 34 Adjusted seasonal or annualized income installments. Subtract line 33 from line 32. If zero or less, enter ‐0‐ ~ 34 32043. 43299. 300810. 251062. 35 Enter 25% of line 5 on page 1 of Form 2220 in each column. Note: "Large corporations," see the instructions for line 10 for the amounts to enter ~~~~~~~~~ 35 205977. 224083. 215030. 215030. 36 Subtract line 38 of the preceding column from line 37 of the preceding column ~~~~~~~~~~~~~~ 36 173934. 354718. 268938.
37 Add lines 35 and 36 ~~~~~~~~~~~~~~~ 37 205977. 398017. 569748. 483968. 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 32043. 43299. 300810. 251062. Form 2220 (2013) ** Annualized Income Installment Method Using Standard Option
JWA 312822 12‐26‐13 19 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 Robert W. Woodruff Foundation, Inc. 58‐1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Interest on Savings and Temporary Cash Investments Statement 1 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Source Amount }}}}}} }}}}}}}}}}}}}} Cash equivalent and money market interest 183867. }}}}}}}}}}}}}} Total to Form 990‐PF, Part I, line 3, Column A 183867. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Dividends and Interest from Securities Statement 2 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Capital Gains Column (A) Source Gross Amount Dividends Amount }}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Dividends 76523233. 0. 76523233. Interest ‐ long‐term 10050489. 0. 10050489. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Fm 990‐PF, Part I, ln 4 86573722. 0. 86573722. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} Taylor English Duma LLP 1726. 587. 1139. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Fm 990‐PF, Pg 1, ln 16a 1726. 587. 1139. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
20 Statement(s) 1, 2, 3, 4 14070506 352174 0060 2013.03000 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 29069. 9883. 19186. Windham Brannon 6605. 2246. 4359. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 16b 35674. 12129. 23545. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} SunTrust Bank Trust Fee Unit 271268. 271268. 0. Benefit Alternatives, Inc. 509. 173. 336. SunTrust Bank 90. 90. 0. FiduciaryVest 7925. 2694. 5231. Shearwater Valuation Specialists 9246. 3144. 6102. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 16c 289038. 277369. 11669. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 865000. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 18 865000. 0. 0. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
21 Statement(s) 5, 6, 7 14070506 352174 0060 2013.03000 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 40346. 13718. 26628. Office Insurance 12309. 4185. 8124. Office Equipment 5387. 1832. 3555. Supplies 4269. 1451. 2818. Organization Dues 83028. 700. 82328. Postage 2217. 754. 1463. Repairs/Maintenance 5498. 1869. 3629. Telephone 2785. 946. 1839. Miscellaneous 1007. 342. 665. }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 23 156846. 25797. 131049. ~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Increases in Net Assets or Fund Balances Statement 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description Amount }}}}}}}}}}} }}}}}}}}}}}}}} Gain on stock grant to Emory University 78196227. }}}}}}}}}}}}}} Total to Form 990‐PF, Part III, line 3 78196227. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 154161136. 159394011. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total U.S. Government Obligations 154161136. 159394011. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total State and Municipal Government Obligations }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10a 154161136. 159394011. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
22 Statement(s) 8, 9, 10 14070506 352174 0060 2013.03000 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 77182486. 2764319060. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10b 77182486. 2764319060. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Corporate Bonds Statement 12 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various ‐ see attached detail 125949354. 126155877. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10c 125949354. 126155877. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Assets Statement 13 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Beginning of End of Year Fair Market Description Yr Book Value Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 134351. 158866. 218348. Benefit Plans 15075. 15083. 15083. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} To Form 990‐PF, Part II, line 15 149426. 173949. 233431. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Liabilities Statement 14 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description BOY Amount EOY Amount }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 27035. 27035. Benefit Plan 47. 48. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 22 27082. 27083. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
23 Statement(s) 11, 12, 13, 14 14070506 352174 0060 2013.03000 Robert W. Woodruff Foundati 0060___1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2013
Recipient Foundation Status Purpose of Grants Amount CULTURAL ACTIVITIES ART Station, Inc. P. O. Box 1998 Capital improvements to theater, including lighting, new seats, PC $100,000 5384 Manor Drive curtains and sound equipment. Stone Mountain, GA 30086
Center for Puppetry Arts Expansion and renovation of current facilities to house the Jim PC $3,000,000 1404 Spring Street, N.W. Henson puppet collection. Atlanta, GA 30309‐2820
Chattanooga History Center Acquisition and renovation of a new home for the Chattanooga PC $500,000 2 W. Aquarium Way History Center and design and installation of exhibits. Chattanooga, TN 37403
Coastal Georgia Historical Society $1.3 million capital campaign to restore the Keeper's Dwelling PC $150,000 P. O. Box 21136 housing the St. Simons Lighthouse Museum. St. Simons, GA 31522
TOTAL CULTURAL ACTIVITIES $3,750,000
EDUCATION
Agnes Scott College First phase of plan to renovate three buildings, including 141 East College Avenue PC conversion of Campbell Hall into residential and classroom $3,000,000 Decatur, GA 30030‐3797 space.
Associated Colleges of the South Initiative to implement "blended learning" at sixteen member SO I $200,000 1975 Century Boulevard, Suite 10 institutions to help address financial sustainability. Atlanta, GA 30345‐3316
Emory University 201 Dowman Drive PC Endowment for new scholarship programs. $25,000,000 Atlanta, GA 30322
Georgia Council on Economic Education PC Program support over three years. $200,000 P. O. Box 1619 Atlanta, GA 30301‐1619
Georgia Health Sciences University Construction of a clinical simulation lab in the Education Foundation, Inc. PC $4,000,000 1120 15th Street, AA‐311 Commons building Augusta, GA 30912‐7600
Georgia Independent College Association Research project to determine impact of Pell Grants on PC $77,000 600 W. Peachtree St., N.W. graduation rates at Georgia's private colleges. Suite 1510 Atlanta, GA 30308
Georgia Military College 201 East Greene Street PC Construction of a health and wellness center. $750,000 Milledgeville, GA 31061‐3398
Georgia Partnership for Excellence in Establishment of the Woodrow Wilson Georgia Teaching Education PC $1,700,000 270 Peachtree Street, Suite 2200 Fellowship. Payable over four years. Atlanta, GA 30303
Georgia State University Creation of a new facility for the College of Law at John Wesley PC $5,000,000 P.O. Box 3999 Dobbs and Park Place. Atlanta, GA 30302‐3999 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2013
Recipient Foundation Status Purpose of Grants Amount
Interdenominational Theological Center PC Capital improvements and deferred maintenance. $1,000,000 700 Martin Luther King Jr. Dr., SW Atlanta, GA 30314‐4143
Pace Academy Construction of the Arthur M. Blank Family Upper School. PC $1,250,000 966 West Paces Ferry Road, NW Payable over two years. Atlanta, GA 30327‐2699
Robert W. Woodruff Library, Inc. 111 James P. Brawley Drive, SW SO II Implementation of Phase II renovation projects. $1,100,000 Atlanta, GA 30314
Technical College System of Georgia Implementation of Accelerating Opportunity program to help Foundation SO III FI low‐skilled adults earn post‐secondary credentials. Payable over $200,000 1800 Century Place three years. Suite 275 Atlanta, GA 30345
Technical College System of Georgia Foundation Expansion of the Achieving The Dream program to all TCSG SO III FI $400,000 1800 Century Place colleges to increase graduation rates. Payable over three years. Suite 275 Atlanta, GA 30345
The Cottage School Expansion of The Cougar Center to create additional classroom 700 Grimes Bridge Road PC space. Contingent on sufficient funds being secured to complete $150,000 Roswell, GA 30075 the project and a construction contract being let.
University of Georgia Expansion of the Georgia College Advising Corps in Atlanta. PC $500,000 Administration Building Payable over two years. Athens, GA 30602‐1661
Woodward Academy Construction of a new Humanities Building on the Upper School PC $3,000,000 1662 Rugby Avenue campus. College Park, GA 30337‐2199
TOTAL EDUCATION $47,527,000
ENVIRONMENT Implementation of the master plan for the Smithgall Woodland Atlanta Botanical Garden, Inc. Garden in Gainesville. Contingent on raising an additional $1.1 PC $2,500,000 1345 Piedmont Avenue, N.E. million by June 30, 2013. Atlanta, GA 30309
Ichauway, Incorporated 3988 Jones Center Drive POF 2013 capital and operating needs. $4,000,000 Newton, GA 39870
The BeltLine Partnership Construction of a 1.5 mile extension of the Eastside Trail and the PC $1,500,000 50 Hurt Plaza, Suite 910 Gateway Entrance to the Historic Fourth Ward Park. Atlanta, GA 30303
TOTAL ENVIRONMENT $8,000,000
HEALTH
Atlanta Hospital Hospitality House, Inc. Capital improvements to facility providing lodging for families of PC $300,000 1815 Ponce de Leon Ave., NE patients at Atlanta area medical facilities and hospitals. Atlanta, GA 30307 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2013
Recipient Foundation Status Purpose of Grants Amount Redevelopment of outpatient facilities of the Woodruff Health Emory University PC Sciences Center. Grant redirected for construction of a 210‐bed $79,999,887 201 Dowman Drive hospital tower across Clifton Road. Atlanta, GA 30322
Georgia Transplant Foundation Purchase and installation of upgraded software for the 500 Sugar Mill Rd. PC $175,000 Suite 170‐A Transplant Fundraising Program. Atlanta, GA 30350
National Foundation for the Centers for Support for second phase of an initiative to articulate the role Disease Control and Prevention, Inc. PC $1,000,000 55 Park Place, Suite 400 and value of the CDC to private sector leadership. Atlanta, GA 30303
Shepherd Center Establishment of Shepherd Transition Services Program to PC $1,250,000 2020 Peachtree Road, NW improve discharge care and support. Payable over two years. Atlanta, GA 30309
Southwest Christian Care PC Construction of a new facility and five‐acre addition to campus. $200,000 7225 Lester Road Union City, GA 30291‐2316
Villa International Atlanta Renovation of facility serving international visitors to Emory and PC $200,000 1749 Clifton Road, N.E. the CDC. Atlanta, GA 30329
TOTAL HEALTH $83,124,887
HUMAN SERVICES Annandale Village 3500 Annandale Lane PC Capital projects as part of $2.3 million campaign. $250,000 Suwanee, GA 30024 Support of the Executive Advanced Leadership Program in the Boys & Girls Clubs of America PC Southeast region. Payable over three years. $340,000 1275 Peachtree Street, N.E. Atlanta, GA 30309
Boys & Girls Clubs of America PC Support of "Great Futures" campaign. Payable over four years. $5,000,000 1275 Peachtree Street, N.E. Atlanta, GA 30309
CARE 151 Ellis Street PC Improvements to CARE's Ellis Street headquarters building. $2,500,000 Atlanta, GA 30303‐2440
Center for the Visually Impaired 739 West Peachtree Street PC Program support. $300,000 Atlanta, GA 30308
Children Helping Children, Inc. 4060 Peachtree Road PC Renovation of facility housing children's program. $25,000 Suite D‐320 Atlanta, GA 30319
ClearPoint Credit Counseling Solutions Campaign to establish financial literacy financial planning PC $1,000,000 270 Peachtree Street, NW, Suite 1800 program for low‐to‐moderate income families. Atlanta, GA 30303
Covenant House Georgia Renovation of the former Bridge property to serve homeless PC $500,000 1559 Johnson Road, NW youth and program expansion. Payable over two years. Atlanta, GA 30318‐4017 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2013
Recipient Foundation Status Purpose of Grants Amount
Georgia 4‐H Foundation Completion of a new health facility at Rock Eagle 4‐H Center and 306 Hoke Smith Annex PC $400,000 furnishings for new cabins. University of Georgia Athens, GA 30602‐4356
Habitat for Humanity International Implementation of the Georgia ReStore Initiative to grow earned 270 Peachtree St., NW PC $750,000 revenue for Habitat affiliates. Payable over two years. Suite 1300 Atlanta, GA 30303‐1263
TOTAL HUMAN SERVICES $11,065,000
PUBLIC AFFAIRS
Georgia Center for Nonprofits Program support over three years and one‐time capital support PC $200,000 100 Peachtree Street, Suite 1500 for facility and technology upgrades associated with move. Atlanta, GA 30303 Continued program support, expansion of Momentum program Georgia Center for Nonprofits to additional Georgia cities, and the launch and expansion over PC $775,000 100 Peachtree Street, Suite 1500 three years of the Leading for Impact collaboration between Atlanta, GA 30303 GCN and Bridgespan.
Public Broadcasting Atlanta Enhancement of Atlanta PlanIt website and development of a PC $100,000 740 Bismark Rd., NE mobile application to promote arts and culture in metro Atlanta. Atlanta, GA 30324 Continued support of the Foundation Center‐Atlanta over two The Foundation Center PC years ($550,000) and toward relocation of the Foundation $275,000 79 Fifth Avenue Center's New York office ($1,450,000). New York, NY 10003‐3076
The Greater Atlanta Chamber Foundation PC Support of Forward Atlanta campaign. Payable over three years. $1,000,000 235 International Boulevard, NW Atlanta, GA 30303
TOTAL PUBLIC AFFAIRS $2,350,000
TOTAL GRANTS $155,816,887
Foundation status of recipient: PC Public charity described in 509(a)(1) or (2) POF Private operating foundation (section 4942(j)(3)) other than an EOF SO IType I supporting organization (sections 509(a)(3) and 509(a)(3)(B)(i)) other than an SO‐DP SO II Type II supporting organization (sections 509(a)(3) and 509(a)(3)(B)(ii)) other than an SO‐DP SO III FI Functionally integrated type III supporting organization (sections 509(a)(3) and 509(a)(3)(B)(iii), and 4943(f)(5)(B)) other than an SO‐DP ROBERT W. WOODRUFF FOUNDATION, INC. ‐ #58‐1695425 Form 990‐PF, Year 2013, Part I, Line 19a and Part II, Line 14
2013 12/31/13 Depreciation Accumulated 12/31/31 Net Asset Description In service Life Cost Expense Depreciation Book Value
Asset Class‐ 5‐Year Property (Computers) AV Equipment 7/1/11 5 6,096.27 1,219.20 3,048.00 3,048.27 AV for sitting room 3/1/12 5 1,409.46 281.88 516.78 892.68 AV for sitting room 3/1/12 5 481.51 96.36 176.66 304.85 Class totals 7,987.24 1,597.44 3,741.44 4,245.80
Asset Class‐ 7‐Year Property (Furniture, Telephones, Copiers) Board Table 7/1/11 7 13,554.36 1,936.32 4,840.80 8,713.56 Card Access 7/1/11 7 1,705.32 243.60 609.00 1,096.32 Card Access 7/1/11 7 755.65 108.00 270.00 485.65 Chairs 7/1/11 7 18,906.50 2,700.96 6,752.40 12,154.10 Credenza 7/1/11 7 514.33 73.44 183.60 330.73 Desk Chairs 7/1/11 7 2,112.22 301.80 754.50 1,357.72 Desks and Credenzas 7/1/11 7 40,532.57 5,790.36 14,475.90 26,056.67 File Cabinets 7/1/11 7 12,562.74 1,794.72 4,486.80 8,075.94 File Cabinets 7/1/11 7 72.95 10.44 26.10 46.85 Furniture Installation 7/1/11 7 162.12 23.16 57.90 104.22 Furniture Installation 7/1/11 7 72.95 10.44 26.10 46.85 Furniture Installation 7/1/11 7 875.45 125.04 312.60 562.85 Furniture Installation 7/1/11 7 4,094.53 584.88 1,462.20 2,632.33 Guest Chairs 7/1/11 7 1,867.62 266.76 666.90 1,200.72 Rug 7/1/11 7 3,654.19 522.00 1,305.00 2,349.19 Rugs 7/1/11 7 6,079.50 868.56 2,171.40 3,908.10 Sitting Room Table 7/1/11 7 811.88 116.04 290.10 521.78 Breakroom tables 10/1/11 7 510.68 72.96 164.16 346.52 Drapery 10/1/11 7 2,007.45 286.80 645.30 1,362.15 Rug 10/1/11 7 1,750.90 250.08 562.68 1,188.22 Art‐ Photography 10/1/11 7 2,121.99 303.12 682.02 1,439.97 Art‐ Photography 10/1/11 7 593.19 84.72 190.62 402.57 Credenza and Installation 11/1/11 7 1,108.21 158.28 342.94 765.27 President's Desk 12/1/11 7 3,242.40 463.20 965.00 2,277.40 Leather Chair 3/1/12 7 710.53 101.52 186.12 524.41 Sitting room artwork 4/1/12 7 2,736.84 390.96 684.18 2,052.66 Art‐ Photography 8/1/12 7 1,399.29 199.92 283.22 1,116.07 Class totals 124,516.36 17,788.08 43,397.54 81,118.82
Asset Class‐ 15‐Year Leasehold Improvements Leasehold Improvements 7/1/11 15 45,930.28 3,062.04 7,655.10 38,275.18 Construction Admin 7/1/11 15 878.65 58.56 146.40 732.25 Media and display casework 3/1/12 15 5,973.71 398.28 730.18 5,243.53 Media and display casework 3/1/12 15 6,171.22 411.36 754.16 5,417.06 Electrical for sitting rm 3/1/12 15 986.04 65.76 120.56 865.48 Film to offices 6/1/12 15 661.55 44.16 69.92 591.63 Class totals 60,601.45 4,040.16 9,476.32 51,125.13
Ichauway, Baker County, Georgia ‐ depreciation was taken for 10 years on assets used directly in carrying out charitable purposes. Land 21,357,531.00 0.00 0.00 21,357,531.00 Buildings 492,259.00 0.00 492,259.00 0.00 Class totals 21,849,790.00 0.00 492,259.00 21,357,531.00
GRAND TOTAL 22,042,895.05 23,425.68 548,874.30 21,494,020.75 ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425 Form 990-PF, Year 2013, Page 2, Part III, Line 3 STATEMENT 9
Grant of The Coca-Cola Company common stock - NON-TAXABLE GAIN:
GRANT NON-TAXABLE DATE SHARES PRICE AMOUNT COST GAIN
Emory University 12/4/13 1,982,649 $40.35$ 79,999,887 $ 1,803,660 $ 78,196,227
TOTAL - Other increases not included in line 2 $ 78,196,227 Robert W. Woodruff Foundation, Inc. Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c STATEMENTS 10, 11, 12 Portfolio Summary December 31, 2013
Security Type Book Value Fair Market Value
Cash Investments $ 38,600,713 $ 38,605,992
Government Obligations Government Bonds 85,820,716 88,919,243 G N M A 6,791,209 6,725,996 F N M A 33,911,448 33,392,544 F H L M C 2,648,327 2,820,048 S B A 3,696,569 3,690,950 C M O (a) 21,292,869 23,845,231 STATEMENT 10 TOTAL 154,161,136 159,394,011
Corporate Bonds Corporate Bonds 95,319,107 98,208,565 A B S (b) 30,630,246 27,947,312 STATEMENT 12 TOTAL 125,949,354 126,155,877
Total Fixed Income 280,110,490 285,549,888
Corporate Stock The Coca-Cola Company 56,906,607 2,608,839,731 Diversified Equities 20,275,879 155,479,329
STATEMENT 11 TOTAL 77,182,486 2,764,319,060
Total Portfolio $ 395,893,690 $ 3,088,474,941
C M O / A B S Total (a) 21,292,869 23,845,231 (b) 30,630,246 27,947,312 51,923,116 51,792,543 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
COMMERCIAL PAPER 19,063,000 Kinder Morgan Energy 99.99 19,060,442 100.00 19,062,269 0.6 0.230% Due 01-06-14 7,336,000 LOCAP 99.97 7,334,044 99.99 7,335,572 0.2 0.300% Due 01-07-14 560,000 LOCAP 99.99 559,949 99.99 559,967 0.0 0.300% Due 01-07-14 270,000 Spectra Energy 99.99 269,961 99.99 269,983 0.0 0.250% Due 01-09-14 3,396,000 AGL Capital 99.98 3,395,336 99.99 3,395,730 0.1 0.220% Due 01-13-14 4,016,000 MDU Resources Group 99.98 4,015,080 99.99 4,015,637 0.1 0.250% Due 01-13-14 3,827,000 Noble 99.96 3,825,586 99.99 3,826,516 0.1 0.350% Due 01-13-14 38,460,397 38,465,676 1.2
MONEY MARKET SunTrust Money Market 140,316 140,316 0.0
GOVERNMENT BONDS 2014 Maturities 2,500,000 UNITED STATES 102.93 2,573,340 100.46 2,511,620 0.1 TREAS NTS 4.000% Due 02-15-14 3,000,000 FEDERAL HOME LN 97.90 2,937,000 101.07 3,032,139 0.1 MTG CORP call 4/2/07 4.500% Due 04-02-14 2,500,000 FEDERAL HOME 99.90 2,497,425 102.12 2,552,928 0.1 LOAN BANK 4.875% Due 06-13-14 1,000,000 FEDERAL HOME 99.68 996,810 102.33 1,023,314 0.0 LOAN BANK 5.375% Due 06-13-14 2,500,000 FEDERAL HOME 100.74 2,518,500 104.23 2,605,723 0.1 LOAN BANK 4.750% Due 12-12-14 11,523,075 11,725,723 0.4
1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2015 Maturities 2,000,000 FEDERAL HOME LN 99.54 1,990,800 100.15 2,003,012 0.1 BKS 0.375% Due 03-13-15 2,000,000 UNITED STATES 103.55 2,070,938 102.84 2,056,796 0.1 TREAS NTS 2.500% Due 03-31-15 1,000,000 UNITED STATES 100.69 1,006,875 102.42 1,024,219 0.0 TREAS NTS 1.875% Due 06-30-15 2,000,000 FEDERAL NATL 101.69 2,033,760 103.16 2,063,212 0.1 MTG ASSN 2.375% Due 07-28-15 1,600,000 UNITED STATES 97.32 1,557,125 101.66 1,626,499 0.1 TREAS NTS 1.250% Due 10-31-15 2,000,000 UNITED STATES 97.66 1,953,125 101.93 2,038,672 0.1 TREAS NTS 1.375% Due 11-30-15 1,020,000 FEDERAL HOME LN 101.44 1,034,644 101.85 1,038,885 0.0 BKS 1.375% Due 12-11-15 2,000,000 FEDERAL HOME LN 101.10 2,022,020 103.72 2,074,480 0.1 BKS 2.375% Due 12-11-15 13,669,287 13,925,775 0.5
2016 Maturities 1,500,000 FEDERAL FARM 100.14 1,502,040 106.83 1,602,450 0.1 CREDIT BANK 3.750% Due 01-29-16 2,500,000 UNITED STATES 95.45 2,386,328 108.65 2,716,210 0.1 TREAS NTS 4.500% Due 02-15-16 1,500,000 FEDERAL HOME LN 100.00 1,500,000 100.09 1,501,280 0.0 MTG CORP, call 2/24/14 0.850% Due 02-24-16 2,000,000 UNITED STATES 102.88 2,057,500 104.91 2,098,124 0.1 TREAS NTS 2.625% Due 04-30-16
2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,750,000 FEDERAL HOME 103.39 2,843,225 112.38 3,090,489 0.1 LOAN BANK 5.375% Due 09-09-16 1,500,000 FEDERAL FARM 103.21 1,548,075 111.72 1,675,791 0.1 CREDIT BANK 5.200% Due 09-15-16 2,000,000 FEDERAL NATL 98.22 1,964,380 103.76 2,075,244 0.1 MTG ASSN 2.125% Due 09-21-16 2,000,000 FEDERAL FARM 96.75 1,934,920 103.16 2,063,278 0.1 CREDIT BANK 1.875% Due 11-22-16 15,736,468 16,822,865 0.5
2017 Maturities 2,000,000 FEDERAL FARM 100.55 2,011,000 105.43 2,108,628 0.1 CREDIT BANK 2.700% Due 01-27-17 1,250,000 FEDERAL FARM 100.22 1,252,706 113.00 1,412,459 0.0 CREDIT BANK 5.100% Due 02-22-17 2,000,000 FEDERAL HOME LN 102.03 2,040,694 100.26 2,005,146 0.1 BKS call 3/6/14 1.625% Due 03-06-17 2,000,000 FEDERAL HOME LN 99.75 1,994,900 100.16 2,003,258 0.1 MTG CORP 1.000% Due 03-08-17 1,500,000 FEDERAL FARM 96.56 1,448,400 110.58 1,658,766 0.1 CREDIT BANK 4.250% Due 04-17-17 1,000,000 FEDERAL FARM 102.89 1,028,920 113.38 1,133,767 0.0 CREDIT BANK 5.100% Due 04-25-17 750,000 FEDERAL NATL 100.76 755,663 100.31 752,339 0.0 MTG ASSN, callable 1.350% Due 04-25-17 2,500,000 FEDERAL FARM 101.58 2,539,575 113.05 2,826,348 0.1 CREDIT BANK 5.050% Due 05-18-17
3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 FEDERAL FARM 99.09 990,875 114.62 1,146,153 0.0 CREDIT BANK 5.400% Due 06-08-17 1,000,000 UNITED STATES 99.81 998,125 104.94 1,049,375 0.0 TREAS NTS 2.500% Due 06-30-17 1,000,000 FEDERAL HOME 100.00 1,000,000 112.03 1,120,282 0.0 LOAN BANK 4.625% Due 09-08-17 1,250,000 FEDERAL FARM 99.53 1,244,163 113.50 1,418,694 0.0 CREDIT BANK 5.000% Due 09-22-17 1,000,000 UNITED STATES 95.28 952,813 102.50 1,025,000 0.0 TREAS NTS 1.875% Due 10-31-17 2,000,000 FEDERAL HOME LN 100.98 2,019,680 106.36 2,127,150 0.1 BKS 3.125% Due 12-08-17 20,277,513 21,787,364 0.7
2018 Maturities 2,000,000 FEDERAL HOME 99.45 1,988,940 112.86 2,257,164 0.1 LOAN BANK 4.750% Due 06-08-18 1,500,000 FEDERAL FARM 107.03 1,605,465 114.47 1,717,080 0.1 CREDIT BANK 5.050% Due 08-01-18 1,850,000 FEDERAL HOME LN 100.00 1,850,000 96.08 1,777,480 0.1 MTG CORP, call 10/15/14 1.100% Due 10-15-18 1,000,000 TENNESSEE 100.19 1,001,910 99.38 993,787 0.0 VALLEY AUTHORITY 1.750% Due 10-15-18 1,000,000 FEDERAL FARM 96.60 966,040 95.61 956,077 0.0 CREDIT BANK callable 1.100% Due 11-06-18 7,412,355 7,701,588 0.2
4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2019 Maturities 1,150,000 FEDERAL NATL 99.95 1,149,425 96.40 1,108,590 0.0 MTG ASSN callable 1.250% Due 01-30-19 2,850,000 UNITED STATES 98.94 2,819,719 108.96 3,105,386 0.1 TREAS NTS 3.625% Due 08-15-19 3,969,144 4,213,975 0.1
2020 Maturities 1,700,000 UNITED STATES 98.48 1,674,234 108.84 1,850,345 0.1 TREAS NTS 3.625% Due 02-15-20 1,000,000 FEDERAL FARM 100.00 1,000,000 98.80 987,998 0.0 CREDIT BANK callable 2.750% Due 07-01-20 1,000,000 FEDERAL NATL 99.11 991,140 92.12 921,177 0.0 MTG ASSN, callable 1.550% Due 10-29-20 3,000,000 FEDERAL HOME LN 96.60 2,897,880 92.48 2,774,310 0.1 MTG CORP, call 6/11/15 1.750% Due 12-11-20 6,563,254 6,533,830 0.2
2021 Maturities 2,400,000 FEDERAL NATL 100.00 2,400,000 92.38 2,217,067 0.1 MTG ASSN, callable 1.750% Due 04-30-21 1,000,000 FEDERAL NATL 99.21 992,120 91.55 915,531 0.0 MTG ASSN callable 1.800% Due 10-29-21 3,392,120 3,132,598 0.1
2022 Maturities 3,000,000 FEDERAL HOME LN 109.25 3,277,500 102.52 3,075,525 0.1 BKS call 3/7/17 3.500% Due 03-07-22 85,820,716 88,919,243 2.9
5 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
CORPORATE BONDS 2014 Maturities 1,000,000 ANHEUSER-BUSCH 98.63 986,340 100.15 1,001,509 0.0 4.950% Due 01-15-14 2,000,000 MORGAN STANLEY 95.97 1,919,440 100.80 2,015,900 0.1 4.750% Due 04-01-14 2,354,000 AMERICAN 99.22 2,335,639 100.35 2,362,173 0.1 EXPRESS var 1.096% Due 06-24-14 1,500,000 BELLSOUTH CORP 98.79 1,481,865 103.26 1,548,921 0.1 5.200% Due 09-15-14 6,723,284 6,928,503 0.2
2015 Maturities 1,000,000 MERCK & CO 96.67 966,650 104.96 1,049,570 0.0 4.750% Due 03-01-15 1,045,000 E.I. DUPONT DE 98.37 1,027,946 104.87 1,095,943 0.0 NEMOURS 4.750% Due 03-15-15 1,250,000 SHELL 102.07 1,275,925 103.78 1,297,229 0.0 INTERNATIONAL FINANCE 3.100% Due 06-28-15 2,000,000 JP MORGAN CHASE 96.24 1,924,760 106.88 2,137,598 0.1 & CO 5.150% Due 10-01-15 815,000 BANK OF AMERICA 100.44 818,553 101.01 823,206 0.0 1.500% Due 10-09-15 2,450,000 DIAGEO FINANCE BV 112.50 2,756,250 108.26 2,652,262 0.1 5.300% Due 10-28-15 8,770,084 9,055,808 0.3
2016 Maturities 1,500,000 ORACLE CORP 95.43 1,431,435 109.16 1,637,406 0.1 5.250% Due 01-15-16 2,000,000 CISCO SYSTEMS 101.75 2,035,030 110.01 2,200,268 0.1 5.500% Due 02-22-16 1,500,000 HOME DEPOT 100.83 1,512,405 109.69 1,645,331 0.1 5.400% Due 03-01-16 2,000,000 WELLS FARGO var 107.35 2,147,040 106.47 2,129,488 0.1 3.676% Due 06-15-16
6 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,000,000 CONOCOPHILLIPS 102.74 2,054,898 111.89 2,237,732 0.1 CANADA 5.625% Due 10-15-16 2,000,000 GENERAL ELECTRIC 106.57 2,131,480 106.23 2,124,688 0.1 CAPITAL CORP 3.350% Due 10-17-16 1,000,000 SIEMENS FINAN 102.98 1,029,820 112.68 1,126,806 0.0 5.750% Due 10-17-16 500,000 GULF POWER CO. 102.54 512,720 110.44 552,191 0.0 5.300% Due 12-01-16 1,000,000 WELLS FARGO 103.57 1,035,650 104.73 1,047,283 0.0 2.625% Due 12-15-16 13,890,478 14,701,192 0.5
2017 Maturities 1,500,000 GOLDMAN SACHS 95.76 1,436,460 110.19 1,652,907 0.1 GROUP INC 5.625% Due 01-15-17 2,000,000 TARGET CORP 98.18 1,963,660 112.41 2,248,104 0.1 5.375% Due 05-01-17 1,900,000 NEW YORK LIFE 99.69 1,894,015 100.11 1,902,088 0.1 GLOBAL 1.650% Due 05-15-17 1,500,000 BANK OF AMERICA 101.84 1,527,570 114.18 1,712,688 0.1 6.000% Due 09-01-17 1,500,000 DEUTSCHE BANK 108.81 1,632,195 114.22 1,713,258 0.1 AG LONDON 6.000% Due 09-01-17 1,500,000 MCDONALD'S CORP 102.65 1,539,690 115.29 1,729,382 0.1 5.800% Due 10-15-17 9,993,590 10,958,427 0.4
2018 Maturities 1,500,000 CREDIT SUISSE NEW 105.87 1,587,983 115.79 1,736,829 0.1 YORK 6.000% Due 02-15-18 1,500,000 MIDAMERICAN 101.29 1,519,275 113.33 1,699,958 0.1 ENERGY CO. 5.300% Due 03-15-18 1,000,000 PACIFICORP 104.92 1,049,180 114.87 1,148,718 0.0 5.650% Due 07-15-18
7 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,000,000 VERIZON 105.70 2,114,000 105.86 2,117,128 0.1 COMMUNICATIONS 3.650% Due 09-14-18 2,000,000 BP CAPITAL 100.47 2,009,340 100.29 2,005,772 0.1 MARKETS 2.241% Due 09-26-18 1,000,000 ERAC USA FINANCE 101.12 1,011,170 101.05 1,010,536 0.0 2.800% Due 11-01-18 1,900,000 SOUTH CAROLINA 107.14 2,035,688 113.72 2,160,617 0.1 ELECTRIC & GAS 5.250% Due 11-01-18 11,326,636 11,879,558 0.4
2019 Maturities 1,500,000 KINDER MORGAN 101.21 1,518,075 98.89 1,483,365 0.0 ENERGY 2.650% Due 02-01-19 1,000,000 NOVARTIS SECS 101.20 1,012,000 113.24 1,132,370 0.0 INVEST LTD 5.125% Due 02-10-19 1,500,000 HONEYWELL 99.40 1,491,045 112.36 1,685,454 0.1 INTERNATIONAL 5.000% Due 02-15-19 1,000,000 PRINCETON 101.17 1,011,660 113.08 1,130,844 0.0 UNIVERSITY, callable 4.950% Due 03-01-19 1,000,000 DUKE ENERGY OHIO 102.71 1,027,070 113.96 1,139,570 0.0 5.450% Due 04-01-19 1,500,000 BB&T 113.12 1,696,770 120.25 1,803,774 0.1 6.850% Due 04-30-19 1,700,000 WESTPAC BANKING 104.52 1,776,789 110.96 1,886,388 0.1 4.875% Due 11-19-19 9,533,409 10,261,765 0.3
2020 Maturities 1,705,000 MOTIVA 106.78 1,820,565 113.56 1,936,227 0.1 ENTERPRISES 5.750% Due 01-15-20 1,705,000 FLORIDA POWER 100.56 1,714,497 108.73 1,853,818 0.1 CORP 4.550% Due 04-01-20
8 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,500,000 EMC CORP 99.22 1,488,300 97.94 1,469,070 0.0 2.650% Due 06-01-20 2,500,000 PNC FUNDING CORP 99.88 2,497,075 106.91 2,672,700 0.1 4.375% Due 08-11-20 1,700,000 WAL-MART STORES 94.54 1,607,163 102.11 1,735,880 0.1 3.250% Due 10-25-20 1,000,000 PUBLIC SERVICE 93.21 932,140 100.51 1,005,147 0.0 COLORADO 3.200% Due 11-15-20 10,059,740 10,672,842 0.3
2021 Maturities 1,700,000 METLIFE 101.95 1,733,218 108.08 1,837,379 0.1 4.750% Due 02-08-21 1,700,000 ARCHER-DANIELS 102.92 1,749,589 105.14 1,787,402 0.1 MIDLAND var 4.479% Due 03-01-21 1,000,000 ENCANA, callable 106.03 1,060,270 99.29 992,886 0.0 3.900% Due 11-15-21 4,543,077 4,617,667 0.1
2022 Maturities 1,000,000 CBS, callable 102.49 1,024,940 95.44 954,405 0.0 3.375% Due 03-01-22 1,000,000 ROWAN 110.42 1,104,230 101.48 1,014,752 0.0 COMPANIES, callable 4.875% Due 06-01-22 1,500,000 TIME WARNER 104.10 1,561,500 97.58 1,463,771 0.0 3.400% Due 06-15-22 2,685,000 CME GROUP 102.13 2,742,070 94.43 2,535,494 0.1 3.000% Due 09-15-22 1,500,000 JPMORGAN CHASE 100.42 1,506,360 95.83 1,437,482 0.0 & CO 3.250% Due 09-23-22 2,000,000 AT&T INC. callable 97.97 1,959,320 90.23 1,804,524 0.1 2.625% Due 12-01-22 9,898,420 9,210,427 0.3
9 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2023 Maturities 1,500,000 METLIFE GLOBAL 94.63 1,419,450 93.17 1,397,540 0.0 FUNDING 3.000% Due 01-10-23 1,000,000 BANK OF AMERICA 99.54 995,410 94.63 946,267 0.0 3.300% Due 01-11-23 1,000,000 SUNOCO LOGISTICS 100.00 999,950 91.88 918,847 0.0 PARTNERS, callable 3.450% Due 01-15-23 2,000,000 GOLDMAN SACHS 102.24 2,044,700 96.84 1,936,706 0.1 GROUP 3.625% Due 01-22-23 1,000,000 ENERGY TRANSFER 100.60 1,006,030 92.60 926,038 0.0 PARTNERS, callable 3.600% Due 02-01-23 1,000,000 WELLS FARGO 102.01 1,020,110 94.54 945,435 0.0 3.450% Due 02-13-23 3,000,000 CITIGROUP INC 103.16 3,094,740 95.05 2,851,545 0.1 3.375% Due 03-01-23 10,580,390 9,922,378 0.3 95,319,107 98,208,565 3.2
G N M A G N M A 2,267,160 G N M A POOL 103.84 2,354,303 102.70 2,328,282 0.1 #779081 3.000% Due 04-15-27 2,827,715 G N M A POOL 103.88 2,937,289 102.81 2,907,060 0.1 #MA0073 3.000% Due 05-20-27 1,451,534 G N M A POOL 103.31 1,499,617 102.70 1,490,653 0.0 #MA0987 3.000% Due 05-20-28 6,791,209 6,725,996 0.2 6,791,209 6,725,996 0.2
F N M A F N M A 964,648 F N M A POOL 104.91 1,011,976 107.64 1,038,366 0.0 #467458 var 4.130% Due 03-01-18
10 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,416,342 F N M A POOL 103.94 2,511,485 107.18 2,589,739 0.1 #467658 3.980% Due 04-01-18 990,902 F N M A POOL 101.53 1,006,075 105.52 1,045,619 0.0 #467728 3.540% Due 04-01-18 303,720 F N M A POOL 99.95 303,578 106.45 323,322 0.0 #254952 4.500% Due 11-01-18 1,433,440 F N M A POOL 103.31 1,480,923 102.71 1,472,344 0.0 #470105 2.570% Due 01-01-19 1,941,630 F N M A POOL 104.94 2,037,498 103.55 2,010,597 0.1 #470282 2.880% Due 01-01-19 371,117 F N M A POOL 103.87 385,498 101.70 377,426 0.0 #470344 2.740% Due 01-01-19 4,500,000 F N M A POOL 105.80 4,760,859 102.55 4,614,525 0.1 #470980 2.680% Due 04-01-19 1,939,836 F N M A POOL 101.88 1,976,208 101.98 1,978,206 0.1 #471184 2.440% Due 05-01-19 1,000,000 F N M A POOL 104.70 1,047,031 100.84 1,008,370 0.0 #471312 2.300% Due 05-01-19 1,500,000 F N M A POOL 96.30 1,444,453 96.25 1,443,735 0.0 #AM0983 1.740% Due 11-01-19 1,467,065 F N M A POOL 102.11 1,498,010 95.98 1,408,074 0.0 #AM1189 1.680% Due 11-01-19 3,394 F N M A POOL 100.00 3,394 113.54 3,854 0.0 #050310 10.000% Due 05-01-20 1,040,130 F N M A POOL 103.31 1,074,584 98.43 1,023,841 0.0 #AM3399 2.180% Due 05-01-20 2,969,614 F N M A POOL 99.73 2,961,726 94.70 2,812,314 0.1 #AM3475 1.550% Due 06-01-20
11 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 F N M A POOL 103.40 1,034,023 95.17 951,690 0.0 #AM0640 2.210% Due 05-01-21 1,500,000 F N M A POOL 101.56 1,523,438 98.19 1,472,805 0.0 #470706 2.920% Due 03-01-22 875,971 F N M A POOL 104.63 916,485 99.92 875,244 0.0 #471081 3.240% Due 04-01-22 1,123,261 F N M A POOL 105.45 1,184,514 98.05 1,101,391 0.0 #471739 2.930% Due 06-01-22 1,000,000 F N M A POOL 103.62 1,036,172 95.74 957,410 0.0 #471745 2.750% Due 08-01-22 850,097 F N M A POOL 104.27 886,425 103.74 881,856 0.0 #MA1551 3.000% Due 08-01-23 667,647 F N M A POOL 101.73 679,226 109.89 733,664 0.0 #255047 5.500% Due 01-01-24 306,998 F N M A POOL 104.12 319,662 108.55 333,240 0.0 #255271 5.000% Due 06-01-24 63,410 F N M A POOL 98.38 62,379 112.51 71,343 0.0 #346951 7.500% Due 05-01-26 535,084 F N M A POOL 98.67 527,978 108.72 581,722 0.0 #744602 5.000% Due 10-01-33 161,173 F N M A POOL 101.13 162,986 108.59 175,025 0.0 #773717 5.000% Due 04-01-34 1,526,741 F N M A POOL 105.91 1,616,915 105.83 1,615,812 0.1 #AL0037 var 2.542% Due 09-01-35 457,124 F N M A POOL 100.18 457,946 107.41 491,011 0.0 #879091 var 5.554% Due 06-01-36 33,911,448 33,392,544 1.1 33,911,448 33,392,544 1.1
12 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
F H L M C F H L M C 33,666 F H L M C POOL 101.13 34,045 105.39 35,479 0.0 #E88726 6.000% Due 04-01-17 41,996 F H L M C POOL 100.73 42,304 106.23 44,611 0.0 #E01162 5.500% Due 05-01-17 524,020 F H L M C POOL 101.27 530,652 105.89 554,879 0.0 #E96445 5.000% Due 06-01-18 375,828 F H L M C POOL 99.86 375,299 106.01 398,396 0.0 #E01489 4.500% Due 11-01-18 230,872 F H L M C POOL 99.89 230,619 105.75 244,140 0.0 #B13421 4.000% Due 04-01-19 4,888 F H L M C POOL 99.97 4,887 113.30 5,539 0.0 #360106 10.000% Due 05-01-20 118,822 F H L M C POOL 99.47 118,191 109.72 130,373 0.0 #C90570 5.500% Due 06-01-22 685,676 F H L M C POOL 104.19 714,389 107.79 739,090 0.0 #C90719 5.000% Due 10-01-23 35,279 F H L M C POOL 95.81 33,802 114.42 40,365 0.0 #C80396 7.000% Due 04-01-26 278,377 F H L M C POOL 97.44 271,244 109.63 305,196 0.0 #C91033 5.500% Due 06-01-27 297,356 F H L M C POOL 98.50 292,895 108.28 321,980 0.0 #A15349 5.000% Due 11-01-33 2,648,327 2,820,048 0.1 2,648,327 2,820,048 0.1
13 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
S B A S B A 1,143,971 S B A POOL #509118 108.00 1,235,489 106.32 1,216,259 0.0 var 3.825% Due 08-25-19 2,276,143 S B A POOL #509124 108.13 2,461,080 108.72 2,474,691 0.1 var 2.575% Due 10-25-36 3,696,569 3,690,950 0.1 3,696,569 3,690,950 0.1
C M O / A B S C M O / A B S 35,371 C M O F H L M C 97.53 34,498 100.81 35,658 0.0 2645-BA 4.500% Due 02-15-18 1,000,000 C M O F N M A 106.98 1,069,766 102.27 1,022,690 0.0 2011-M7 A2 2.578% Due 09-25-18 878,369 C M O F H L M C 99.81 876,722 101.66 892,941 0.0 3649- HB 2.000% Due 11-15-18 726,384 S B I C 2010-10B A 104.25 757,256 101.59 737,951 0.0 3.215% Due 09-10-20 346,581 S B A P 2004-20C 1 107.50 372,575 105.33 365,051 0.0 4.340% Due 03-01-24 1,186,614 S B A P 2004-20L 1 106.62 1,265,227 107.05 1,270,253 0.0 4.870% Due 12-01-24 895,300 S B A P 2005-20E 1 106.50 953,495 106.47 953,220 0.0 4.840% Due 05-01-25 844,931 S B A P 2006-20L 104.66 884,273 106.26 897,864 0.0 5.120% Due 12-01-26 1,785,240 S B A P 2008-20B 1 107.30 1,915,646 108.35 1,934,245 0.1 5.160% Due 02-01-28 1,908,324 S B A P 2009-20H 1 109.00 2,080,074 106.68 2,035,800 0.1 4.450% Due 08-01-29 2,351,764 S B A P 2009-20I 1 103.25 2,428,196 105.48 2,480,537 0.1 4.200% Due 09-01-29 3,497,052 C M B S L B - U B S 106.57 3,726,702 101.48 3,548,668 0.1 2004-C7 4.786% Due 10-15-29
14 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,608,066 S B A P 2010-20I 1 101.41 1,630,680 100.57 1,617,271 0.1 3.210% Due 09-01-30 1,353,490 C M O G N M A 97.75 1,323,037 103.32 1,398,467 0.0 2003-66 EH 5.000% Due 05-20-32 1,914,668 S B A P 2012-20G 1 101.47 1,942,789 95.16 1,822,001 0.1 2.380% Due 07-01-32 505,098 C M O G N M A 102.69 518,673 101.80 514,195 0.0 2009-93 EJ 3.500% Due 05-20-35 2,014,585 C M O F N M A 99.25 1,999,476 104.25 2,100,145 0.1 2006-117 PD 5.500% Due 07-25-35 2,500,000 C M B S C S F B 107.75 2,693,750 102.22 2,555,450 0.1 2004-C5 A4 var 4.829% Due 11-15-37 597,231 C M O F H L M C 106.16 633,998 102.62 612,867 0.0 3986 P 4.000% Due 03-15-39 572,837 C M O F N M A 105.87 606,491 104.50 598,626 0.0 2010-57 AP 4.500% Due 08-25-39 1,400,000 C M B S J P M C 107.00 1,498,000 104.18 1,458,450 0.0 2005-LDP2 A4 4.738% Due 07-15-42 2,321,000 C M B S B S C M S 99.94 2,319,549 106.18 2,464,531 0.1 2005-T20 A4A var 5.302% Due 10-12-42 2,030,186 C M B S M S C 107.25 2,177,374 102.24 2,075,581 0.1 2008-T29 A3 var 6.279% Due 01-11-43 2,000,000 C M B S M L M T 103.77 2,075,469 106.72 2,134,340 0.1 2005-LC 1 var 5.452% Due 01-12-44 2,500,000 C M B S J P M C C 100.33 2,508,203 106.54 2,663,600 0.1 2005-LDP5 A4 var 5.345% Due 12-15-44 2,000,000 C M B S J P M C C 104.38 2,087,500 99.42 1,988,460 0.1 2012-C6 A3 3.507% Due 05-17-45
15 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,000,000 C M B S J P M C C 103.00 1,030,000 99.73 997,310 0.0 2012-C8 A2 1.797% Due 10-15-45 1,690,000 C M B S W F R B S 102.55 1,733,042 99.01 1,673,337 0.1 2012-C10 A2 1.765% Due 12-15-45 2,965,000 C M B S J P M C C 108.11 3,205,463 106.90 3,169,674 0.1 2011-C4 A3 4.106% Due 07-15-46 2,000,000 C M B S G N M A 102.53 2,050,625 105.85 2,117,040 0.1 2011-42 B 4.030% Due 07-16-47 2,660,000 C M B S G E C M C 97.59 2,595,994 103.70 2,758,500 0.1 2005-CL A5 4.772% Due 06-10-48 874,661 C M B S B S C M S 106.16 928,575 102.65 897,822 0.0 2007-PW17 A3 5.736% Due 06-11-50 51,923,116 51,792,544 1.7 51,923,116 51,792,544 1.7
THE COCA-COLA COMPANY 63,152,741 THE COCA-COLA 0.90 56,906,607 41.31 2,608,839,731 84.5 COMPANY
COMMON STOCK 20,968 AGL RESOURCES INC 20.26 424,710 47.23 990,319 0.0 140,463 AMERICAN EXPRESS 6.11 858,394 90.73 12,744,208 0.4 28,092 AMERIPRISE 4.35 122,289 115.05 3,231,985 0.1 FINANCIAL INC 79,500 AT&T INC 5.48 435,807 35.16 2,795,220 0.1 68,624 BANK OF AMERICA 5.32 364,860 15.57 1,068,476 0.0 CORPORATION 25,728 BRISTOL-MYERS 2.56 65,803 53.15 1,367,443 0.0 SQUIBB 4,910 DOMINION 4.74 23,281 64.69 317,628 0.0 RESOURCES INC 20,210 DU PONT DE 29.59 597,963 64.97 1,313,044 0.0 NEMOURS & CO 62,915 DUKE ENERGY 22.78 1,433,093 69.01 4,341,764 0.1 261,280 EXXON 8.28 2,163,465 101.20 26,441,536 0.9
16 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2013
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
9,601 FRONTIER 3.74 35,886 4.65 44,645 0.0 COMMUNICATIONS 230,352 GENERAL ELECTRIC 3.13 721,909 28.03 6,456,767 0.2 302,053 JP MORGAN CHASE 6.99 2,110,367 58.48 17,664,059 0.6 & CO 119,700 NORFOLK 7.36 881,125 92.83 11,111,751 0.4 SOUTHERN 78,800 PFIZER 17.66 1,391,608 30.63 2,413,644 0.1 320,000 PROCTER & GAMBLE 3.47 1,111,230 81.41 26,051,200 0.8 90,160 SOUTHERN 9.07 818,143 41.11 3,706,478 0.1 COMPANY 16,000 SPECTRA ENERGY 6.42 102,720 35.62 569,920 0.0 CORP 715,562 SUNTRUST BANKS 8.28 5,922,572 36.81 26,339,837 0.9 39,928 UNITED 3.65 145,922 113.80 4,543,806 0.1 TECHNOLOGIES 40,000 VERIZON 13.62 544,731 49.14 1,965,600 0.1 COMMUNICATIONS 20,275,879 155,479,329 5.0
TOTAL PORTFOLIO 395,893,690 3,088,474,941 100.0
17
Director’s 2013 Annual Report to the Trustees of Ichauway, Inc.
photo by Richard T. Bryant April 1, 2014
Submitted by Lindsay R. Boring, Ph.D. Director
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Introduction and Summary
The Joseph W. Jones Ecological Research Center at Ichauway seeks to understand, to demonstrate, and to promote excellence in natural resource management and conservation of the landscape of the southeastern Coastal Plain of the United States.
The year 2013 marks our twentieth year of operations, and we celebrate several milestones that mark our growth as a center. Our research, education and conservation programs are operated by a dedicated staff of 84 individuals. In addition we have over 50 collaborators and visiting scientists who share much of the credit for our successful programs and productivity. Since 1995, we have supported over 100 M.S. and Ph.D. students from several cooperating universities, led by the University of Georgia and University of Florida. Our education and outreach programs have greatly expanded in recent years, with over 810 natural resource students and professionals participating in workshops, short courses, and other events. Our research continues to address long-term themes related to longleaf pine ecology, restoration and management, Flint River Basin hydrology, aquatic and wetland ecology, and wildlife ecology. And importantly, our programs contribute a lasting Jones Center legacy of uniquely trained natural resource professionals.
In April we marked the twentieth anniversary of the Jones Center with a major celebration and homecoming weekend for over 300 staff, and former students and employees. We followed later with awards to honor long-term employees with 20 or more years of service. Another key event in January was the offi cial groundbreaking for civil construction of the National Ecological Observatory Network (NEON) site on Ichauway, attended by the NEON CEO, Woodruff Foundation offi cials and Jones Center staff. In November after two years of careful planning we hosted the 2013 Ichauway Conference in Bainbridge, Georgia, and in part at Ichauway, entitled “Conservation and Natural Resource Management in an Uncertain Future”. The conference brought together international to regional leaders to discuss possible future approaches to natural resource management and conservation in response to unprecedented challenges with interacting climate, landuse change and invasive species problems.
Scientifi c Advisory Committee (SAC)
Dr. James Vose (U.S. Forest Service, Southern Research Station) and Mr. Brian Richter (The Nature Conservancy, Global Freshwater Initiative) were newly appointed to the SAC during the past year. Mr. Richter’s term began in early 2013, and Dr. Vose began at the beginning of 2014. Dr. Gene Likens and Dr. Jerry Franklin are continuing as Founding SAC Members, and will optionally attend meetings or visit periodically as they did in 2013 and at the 2014 meeting. Dr. Robert Naiman is Chair.
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The following is quoted from the overview of the SAC report from February 2014, concerning the Center’s work during the prior two years of 2012-2013:
“We continue to be extremely pleased by the continuing intellectual growth, productivity and maturity of the Center’s programs and staff. The SAC has routinely stressed the need for greater integration and synthesis among the various research, conservation and education programs for many years and we note the outstanding progress, particularly during the past few years as the programs have matured and partnerships formed. While we believe there is still much to be achieved, we compliment the Center and its staff on their outstanding progress. Further, we are appreciative of the time and effort expended in organizing and perfecting the presentations, posters and tours during our meeting. Currently, we judge the overall atmosphere at the Center for scholarly inquiry and collaboration to be collegial and supportive. We see the next major challenges as being the hiring of at least three new scientists and achieving a higher level of synthesis and integration, as we have called for in the past.”
Research
General
Center funded long-term research is organized into fi ve fl agship projects, described in more detail below. These projects are led by our scientists but were enhanced by four visiting scientists, over 50 other collaborators, 24 graduate students, and seven new external research grants awarded in 2013. Education activities and events are associated with each project and facilitate the sharing of information from the project with student and professional groups.
Long-term research projects are provided with stable funding and are reviewed, revised and renewed on fi ve year cycles. In the Center’s twenty years of research many of these projects now have longevity of data records which provide unique and highly valuable scientifi c and applied insights. Most exceed those of the usual research projects conducted elsewhere, which are generally short-term and funded annually or in two to three-year spans. A good example is our wildlife predator research, which utilizes electric fences around four blocks of approximately 100 acres each to close out predators from prey species and examine ecological relationships among animal species and grazed vegetation. This research has been conducted for over eleven years and has the longest continuity of data and one of the most valuable long-term datasets among comparable wildlife programs.
3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Research Projects
The long-term research projects are complemented with additional but related externally funded projects that either expand our Ichauway projects, or extend our studies to be regional in scope with other valuable sites, cooperators and issues outside of Ichauway. In 2013 these were key features for each long-term project:
1) Productivity and Biodiversity Patterns: Controls in a Coastal Plain Landscape: This project is being operated with a continued focus on forest carbon and water cycling with a three-year plan. It is centered upon the University of Alabama’s three eddy-covariance towers and several newly designated fi eld plots surrounding them. The tower data and fi eld data are being integrated and published with collaborators at University of Edinburgh. In addition the towers are periodically instrumented to collect air quality data associated with prescribed burning. Older fi eld study plots of reference (wet and dry sites) longleaf pine woodlands paired with fi re-excluded plots have continued as integral parts of our long-term longleaf pine research platform on biodiversity, productivity and biogeochemistry for over ten years.
2) Ecological Forestry: This project is transitioning into a broader scope of research that continues the ongoing Stoddard-Neel silvicultural and prescribed fi re studies but will expand to the landscape scale including longleaf pine restoration practices related to wildlife habitat and key species. The startup components on restoration have begun with preliminary studies of new directions for ecological restoration of longleaf pine, associated groundcover, and selected wildlife components. Following the addition of a new staff scientist in forest ecology a new proposal with several existing investigators will be submitted and reviewed, and it will integrate features of ecological forestry and restoration at more of a landscape level. We continue to teach a class on Ecological Forestry annually that trains land managers from diverse state and federal agencies.
3) Hydrologic Variation in the Lower Flint River Basin: Environmental fl ows in critical sections of the watershed are being examined using a newly deployed sampling platform in three diverse reaches of stream habitat in the Ichawaynochaway Creek watershed. We are continuing to monitor and conduct research in other critical areas of the Lower Flint River Basin to include the Flint River, critical springs and in Lake Seminole. In the past year we have maintained strong communication with the Georgia Environmental Protection Division to interpret our understanding of hydrologic conditions and the impacts of drought and reduced streamfl ows.
4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
4) Predator Studies and Wildlife Ecology: Research has expanded within the predator exclosure study to better understand deer population and foraging behavioral infl uences upon vegetation and forest structure related to stress from coyote predation. Fire ant infl uences upon small fauna are also being examined in smaller scale experimental exclosures to better understand their impacts upon native wildlife. Gopher tortoise research, regional monitoring, outreach and policy advisement were expanded over the past two years in response to the tortoise being considered for federal listing status. We continue to work toward better regional conservation and knowledge of the species by examining statewide status of populations, and by advising key state and federal agencies on prudent directions for conserving tortoises.
5) Depressional Wetlands in the Coastal Plain Landscape: Research has been deployed throughout the Dougherty Plain to assess the impacts of urban and agricultural land use conversions on the ecological services of limesink wetlands. Current research is addressing land use issues related to hydrology, wildlife, mosquito species and populations, and climatic variability. Major emphasis is upon research approaches that defi ne wetland linkages to ephemeral headwater streams and to major tributary streams of the Flint Basin. Some parts of this work are being integrated with other water resource studies within the Flint River Basin study. This past year we organized and hosted an Isolated Wetlands Workshop, funded with the Environmental Protection Agency to help identify key future wetland research and policy goals. Our staff also convened a symposium on Benefi ts and Services of Geographically Isolated Wetlands at the Annual Society of Wetland Scientists Meeting.
Highlights
In addition to the above, several other general research related achievements were attained this past year, and these highlights follow:
1) We began construction to add a large lecture hall and reception area to the research support building with completion expected in June 2014.
2) Mr. Jud Turner, Director of the Georgia Environmental Protection Division, was the 2013 Ichauway Distinguished Lecturer, and he addressed issues related to water policy.
3) The Jones Center continues to support the deployment of fi eld instrumentation and biological sampling by the National Ecological Observatory Network (NEON), as one of the three networked research sites in the southeast.
4) The UGA Press book Natural Communities of Georgia, co-authored by Dr. Kay Kirkman, was published this year. Her contributions were to write major sections about conservation and the section on coastal plain natural history.
5 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Productivity
Our research program continues to achieve a high level of productivity. In 2013 our Staff published (or had in press) 32 articles in peer-reviewed research journals, one book, six outreach and other publications. Numerous presentations were given by staff and graduate students at national and regional professional meetings. A total of 24 graduate students from four universities were supported by the Center in this past year.
External Support and Collaboration
Our staff has secured external funding from twelve agencies for a total of twenty-three projects for research and outreach programs that are compatible with organizational objectives. These awards, spanning multiple years, totaled $2,731,497. The total received in 2013 was $508,812.
1) US Department of Defense Strategic Environmental Research and Development Program (DOD-SERDP) (1) 2) National Fish and Wildlife Foundation (NFWF) (4) 3) US Department of Defense at Moody Air Force Base (1) 4) The Nature Conservancy (2) 5) Georgia Department of Natural Resources (5) 6) USDA Forest Service Southern Research Station (2) 7) Environmental Protection Agency (1) 8) US Fish and Wildlife Service (2) 9) US Department of the Army (University of Missouri) (1) 10) National Science Foundation (2) 11) R. Howard Dobbs Foundation (1) 12) US Department of Defense (1)
Education and Outreach
General
Our Education and Outreach program had a very active year in 2013 with 34 groups and 810 participants visiting the Center for workshops, fi eld tours, university accredited Maymester courses, continuing education courses and special events. University students comprised 36% of our total participants, with natural resource professionals making up the other 64%. Natural resource professionals represent federal and state agencies and non-governmental conservation groups and are actively engaged in on-the-ground management as well as policy decisions about
6 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
natural resource management in Georgia and across the Southeast. The average contact time for visitors this past year was 2.2 days each. All staff participated in these programs, which are generally led and coordinated by Education Staff. Both Research and Conservation staff are key participants, and most have these activities included as supplemental parts of their job descriptions. There are also signifi cant contributions that the Jones Center makes regionally and nationally by participating in off-site regional and national meetings, partnering with other organizations, and as science and conservation advisors on topics such as regional water resources, longleaf pine restoration and management, and prescribed fi re. Highlights on several of these topics are below with details listed in the Appendix.
On-Site Education and Outreach Activities
A total of nine university student groups attended Center short courses, fi eld tours and other events, with visits ranging from one to three days. Field trip topics included forest ecology, fi re ecology, wildlife management, forestry, conservation biology, wet- land ecology, hydrology and aquatic ecology. Five different universities were repre- sented this past year, with most groups from University of Georgia and the University of Florida. Other groups included Abraham Baldwin Agricultural College, the Univer- sity of Tennessee and Arkansas Tech.
We conducted three week-long “Maymester” classes for the University of Georgia (UGA) and the University of Florida (UF) as two semester hour courses for advanced undergraduates and graduate students. The courses were Prescribed Fire, Longleaf Pine Ecology and Management and Wildlife Field Methods.
Our education/outreach events and advisement for natural resource professionals, agencies and other organizations have steadily grown to comprise 64% of our total annual attendance. The diversity of our staff permits us to offer a broad range of on- site activities and events, especially in the areas of prescribed fi re, ecological restora- tion, ecology and management of longleaf pine, imperiled species management, and water resource issues.
There were two very important meetings at Ichauway this past year. State agency heads of the Georgia Department of Natural Resources, Florida Fish and Wildlife Commission, U.S. Fish and Wildlife Service Regional Director and staff, the Eastern Division Director of the USDA Natural Resources Conservation Service and a repre- sentative of the White House Offi ce of Management and Budget gathered to review policies for gopher tortoise conservation. Center staff provided technical advice on gopher tortoise ecology and conservation as well as longleaf pine management and restoration. A second meeting brought together regional staff from the Environmen- tal Protection Agency with state agency directors for air quality and fi re management from eight Southeastern states to discuss how to balance the need for prescribed fi re with air quality policies.
7 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
The Center also hosted a major conference on natural resource management and conservation in an uncertain future. National and international scientifi c leaders gath- ered in a workshop setting at meetings in nearby Bainbridge, with fi eld tours and a dinner at Ichauway supported by Center staff.
Off-Site Education and Outreach Activities
Our off-site advisement and outreach to natural resource professionals, agencies, policy makers and conservation groups continues to grow with our leadership and participation in several regional conservation partnerships. These are signifi cant contributions focused largely upon regional restoration and management efforts with longleaf pine (e.g. Longleaf Parnership Council, America’s Longleaf Restoration Ini- tiative), the Georgia Prescribed Fire Council and the National Coalition of Fire Coun- cils, and water resource advisory roles with Apalachicola-Chattahoochee-Flint Basin issues for state and federal agencies, and non-governmental organizations.
Off-site longleaf pine conservation and restoration activities included meetings and events starting with the Longleaf Partnership Council. This group collaborates in the implementation of the 2009 Rangewide Conservation Plan for Longleaf Pine which seeks to double the acreage of longleaf from four to eight million acres by 2025. Center staff has been actively engaged in this federal/state/private partnership since it began in 2007. This past year the Center Education Coordinator was elected 2014- 2015 chair of the Longleaf Partnership Council. Center staff also served in leader- ship roles in regional restoration and management planning intitiatives with the Chat- tahoochee Fall Line Conservation Partnership, Apalachicola Regional Stewardship Alliance and the South Carolina Lowcountry Forest Conservation Partnership. Advi- sory visits were also made to other US Forest Service and National Fish and Wildlife Foundation events.
Our Outreach staff provides leadership to the Georgia Prescribed Fire Council and to the national Coalition of Prescribed Fire Councils. We also support the National efforts that are related to policies for smoke management from wildland fi res, and the Southeast Regional Partnership for Planning and Sustainability, which helps coor- dinate regional decision making among agencies. This effort also promotes imple- mentation of the Rangewide Conservation Plan for Longleaf Pine which necessitates more coordination of the use of prescribed fi re. Center staff also served as part of the instructional team for the Georgia Forestry Commission’s GA Certifi ed Prescribed Burn Courses held across the state.
Center Outreach staff served on the leadership team of the Apalachicola-Chatta- hoochee-Flint (ACF) stakeholders group. This group’s mission is to achieve equitable water-sharing solutions among stakeholders that balance economic, ecological and social values, while ensuring sustainability for current and future generations. This group is currently working on collaborative development of a Sustainable Water Man- agement Plan for the ACF Basin.
8 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Conservation and Land Management
Stewardship of Ichauway
Many land management activities continued routinely as in prior years in the major areas of agriculture, forest and wildlife management, hunting, roads and fi rebreaks, restoration and research support.
There were 13,087 acres burned by prescription in 2013, an acreage quite close to our annual target, despite the above normal annual rainfall that reduced the number of burn days (especially in the summer). The majority of this acreage was burned in the spring and early summer (through May).
Approximately 40 acres were treated for hardwood removal and cleanup by Jones Center personnel in targeted areas of the property using our feller-buncher. Herbicides were routinely applied to further restoration efforts in hardwood removal areas and around overgrown fi eld edges for control of exotic and invasive species, and for endangered species management (i.e., red-cockaded woodpecker-RCW). Some areas where hardwoods were removed and herbicides applied in previous years received targeted follow-up chemical and mechanical treatments (i.e., spot treatments) to provide additional control of hardwoods in areas under restoration.
Operational treatments of Japanese climbing fern (Lygodium japonicum) continued in 2013, with spraying targeted on drainages, road edges and fi eld edges with large infestations. Areas sprayed in previous years were revisited for follow-up spot treatments to insure control, and additional acres were treated for the fi rst time. All treated areas were monitored to determine what plants fi rst become established following the removal of lygodium and to assess the need for any additional treatments.
The removal of feral hogs continued in 2013, but the number of individuals removed was again quite low due to far fewer sightings than in some previous years. We continued to maintain dogs trained specifi cally to run down and capture the hogs to enhance our ability to control this species.
Salvage operations were continued to utilize dead trees that present hazard situations (primarily along roads or fi rebreaks). Recently dead trees–typically from lightning strikes or blowdown–are harvested and taken to the portable sawmill where they are cut to rough sizes for storage. When needed, this wood is utilized as posts (4x4, 6x6 or 8x8) in sheds and fences or run through the planer to produce fi nished dimensions for use in on-site construction, repairs and renovations. Wood from this salvage operation is also being used extensively in the new addition to the research support building that was begun late in 2013.
9 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Approximately 64,000 longleaf pine seedlings and 45,000 wiregrass plugs were planted in November and December of 2013 for research and operational objectives. The longleaf seedlings were planted in two situations: in several old fi elds as part of a long-term applied research project, and in the gaps created during the 2012 harvest in the mature 75 year-old slash pine plantation located near the Center’s entrance drive. The underplanting of longleaf pine beneath the slash pine canopy continues the demonstration of a gradual approach to species conversion. The wiregrass plugs were planted in several of the gaps in the slash pine plantation to examine the effect of high density wiregrass on hardwood stem density and longleaf seedling survival.
Conservation Management Demonstration Area
In 2013 ongoing management activities, such as prescribed fi re and agricultural fi eld management, were carried out in the Conservation Management Demonstration Area (CMDA). The CMDA continues to be frequently visited during outreach events by many different audiences, especially near an active RCW cluster located in the area, and several active research projects within the unit were supported by Conservation personnel (primarily through implementing specifi c burning prescriptions).
Apprenticeship (Intern) Program
Three Conservation Management Apprentices participated in the program during 2013. Charles “Chaz” Oliver (a May 2011 University of Georgia graduate) started the program in August 2012 and continued in the position until November 2013 when he left for a position with The Nature Conservancy in Florida. John-Michael McCormick (graduated December 2011 from Haywood Community College in North Carolina) started the program in August of 2013, and Joseph “Joe” Warden (Tennessee Technological University graduate in 2012) started as an apprentice in December 2013. John-Michael and Joe both continue as apprentices in 2014.
Monitoring
Measurements were continued in the long-term forest monitoring (LTM) plots in 2013. Analysis of data continued, with the development of new summary reports and accessible links between the data base and the Center’s GIS. Use of this extensive data by research personnel (scientists, technicians and graduate students) continues to increase as the long-term data accumulates with additional measurements. This group uses the LTM information both to locate appropriate areas for research projects and to develop of presentations and publications.
Thermal cameras and track counts continued to be used for monitoring mammal populations, especially the white-tailed deer (WTD) population. Population estimates for the WTD, which have been rising in recent years, are used to determine harvest goals and hunting guidelines for the property.
10 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
The Center continued our participation in Partners in Flight and other national bird inventory programs for bird community monitoring. Sampling locations for these programs coincide (as much as possible) with the long-term forest monitoring plots.
Quail covey counts were conducted once again in the early fall to assess bobwhite population levels before the hunting season.
Red-Cockaded Woodpecker (RCW) Recovery and Management
Successful restoration of the RCW population on Ichauway continued in 2013, with the population again increasing over the previous year. In 2013 there were 25 active clusters, nineteen breeding pairs and a total of 70 birds in the population. The long- term restoration goal is to have 30 active clusters with at least 25 breeding pairs.
The resident RCW breeding pairs produced eighteen successful nests with 34 juveniles banded and fl edged in 2013. In addition, six birds (three pairs) were translocated to Ichauway from Eglin Air Force Base in the Florida panhandle.
Budget Summary
The total budget for Ichauway, Inc. and the Joseph W. Jones Ecological Research Center for 2013 was $9,508,812 of which $9,000,000 was the board-approved internally funded budget and $508,812 was funded from outside grants. The major source of funding for this budget was a grant from the Robert W. Woodruff Foundation in the amount of $9,000,000.
All divisions of Ichauway operated within budget in 2013. Expenses for Research and support activities were $3,434,759. Conservation and Land Management expenses were $2,092,962. The expenses for Education and Outreach activities were $539,112. Expenses for Administration, Maintenance and Operations were $2,866,866, which also included overall Center operating expenses such as taxes, electric power and insurance costs.
11 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
APPENDIX
DIRECTOR’S 2013 ANNUAL REPORT to the TRUSTEES OF ICHAUWAY, INC.
photo by Richard T. Bryant
I Publications, Presentations and Grants 13 II Education and Outreach Activities 29 III Graduate Students 34 IV Scientifi c Advisory Committee 38 V Staff 39 VI Jones Center Guest Seminars 43
12 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Publications, Presentations and Grants
“In Press” Publications
Averill-Murray, R. L. Allison and L. L. Smith. Nesting and reproductive output in North American tortoises. In: D. Rostal, H. R. Mushinsky and E. D. McCoy (eds.). Biology and Conservation of North American Tortoises. University of California Press, Berkeley, California.
Boring, L. R, K. Elliot and W. T. Swank. Successional forest dynamics: 30 years following clearcutting in the southern Appalachians. In: W. T. Swank and J. R. Webster (eds.). Long-Term Response of a Forest Watershed Ecosystem. Oxford University Press.
Hiers, J. K., J. R. Walters, R. J. Mitchell, J. M. Varner, L. M. Conner, L. A. Blanc and J. Stowe. Oaks in longleaf pine ecosystems: Are they really that bad? Journal of Wildlife Management.
Jack, S. B., N. A. Jansen and R. J. Mitchell. Crown expansion following thinning in naturally regenerated and planted longleaf pine. In: J. D. Haywood (ed.). Proceedings of the 17th Biennial Southern Silvicultural Research Conference, March 5-7, 2013, Shreveport, Louisiana. General Technical Report. USDA, Forest Service, Southern Research Station, Asheville, North Carolina.
McGuire, J. L., S. M. Hernandez, L. L. Smith and M. J. Yabsley. Safety and utility of an anesthetic protocol for the collection of biological samples from gopher tortoises. Wildlife Society Bulletin.
Mitchell, R. J., Y. Liu, J. J. O’Brien, K. J. Elliott, G. Starr, C. F. Miniat and J. K. Hiers. Future climate and fi re interactions in the southeastern region of the United States. Forest Ecology and Management. http://dx.doi.org/10.1016/j.foreco.2013.12.003.
Norton, T. A., K. Andrews and L. L. Smith. Field methods for capture, marking and tracking amphibians and reptiles. In: Mader, D. R. and S. Divers (eds.). Reptile medicine and surgery. Elsevier Press.
Steen, D. A., C. J. W. McClure, J. C. Brock, D. C. Rudolph, J. B. Pierce, J. R. Lee, W. J. Humphries, B. B. Gregory, W. B. Sutton, L. L. Smith, D. L. Baxley, D. J. Stevenson and C. Guyer. Snake co-occurrence patterns are best explained by habitat and hypothesized effects of interspecifi c interactions. Journal of Animal Ecology.
Appendix I 13 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Steen, D. A., C. J. W. McClure, W. B. Sutton, D. C. Rudolph, J. B. Pierce, J. R. Lee, L. L. Smith, B. B. Gregory, D. L. Baxley, D. J. Stevenson and C. Guyer. Copperheads are abundant when kingsnakes are not: Relationship between the abundances of a predator and one of their prey. Herpetologica.
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. In: W. T. Swank (ed.). Long-Term Response of a Forest Watershed Ecosystem. Oxford University Press.
Published Refereed Journal Articles
Botello, G., S. Golladay, A. Covich and M. Blackmore. 2013. Immature mosquitoes in agricultural wetlands of the coastal plain of Georgia, U.S.A.: Effects of landscape and environmental habitat characteristics. Ecological Indicators 34:304-312.
Cherry, M. J., M. A. Nelson, R. J. Warren and L. M. Conner. 2013. Photo sensors increase likelihood of detection of expelled vaginal implant transmitters. Wildlife Society Bulletin 37:846-850.
Cherry, M. J., V. R. Lane, R. J. Warren and L. M. Conner. 2013. Red-tailed Hawk attacks wild turkey on bait: Can baiting affect predation risk? The Oriole 77:18-23.
Cumberland, M. S. and L. K. Kirkman. 2013. The effects of the red imported fi re ant on seed fate in the longleaf pine ecosystem. Plant Ecology 214:717-724.
Gleim, E. R., L. M. Conner and M. J. Yabsley. 2013. The effects of Solenopsis invicta (Hymenoptera: Formicidae) and habitat type on the survival of Amblyomma americanum (Acari: Ixodidae) and Amblyomma maculatum (Acari: Ixodidae). Journal of Medical Entomology 50:270-276.
Karmacharya, B., J. A. Hostetler, L. M. Conner, G. Morris and M. K. Oli. 2013. The infl uence of mammalian predator exclusion, food supplementation, and prescribed fi re on survival of Glaucomys volans. Journal of Mammalogy 94:672-682.
Kirkman, L. K., A. Barnett, B. J. Williams, J. K. Hiers, S. M. Pokswinski and R. J. Mitchell. 2013. A dynamic reference model: A framework for assessing biodiversity restoration goals in a fi re-dependent ecosystem. Ecological Applications 23:1574- 1587.
Martin, G. I., J. Hepinstall-Cymerman and L. K. Kirkman. 2013. Six decades (1948- 2007) of landscape change in the Dougherty Plain of southwest Georgia, USA. Southeastern Geographer 53:28-49.
Appendix I 14 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
McGuire, J. L., E. A. Miller, T. M. Norton, B. L. Raphael, J. S. Spratt and M. J. Yabsley. 2013. Intestinal parasites of the gopher tortoise (Gopherus polyphemus) from eight populations in Georgia. Parasitology Research 112:4205-4210.
Pedrono, M., O. L. Griffi ths, A. Clausen, L. L. Smith, C. H. Griffi ths, L. Wilme and D. A. Burney. 2013. Using a surviving lineage of Madagascar’s vanished megafauna for ecological restoration. Biological Conservation 159:501-506.
Pedrono, M. and L. L. Smith. 2013. Overview of the natural history of Madagascar’s endemic tortoises and freshwater turtles: essential components for effective conservation. Pages 59-66 in: C. M. Castellano, A. G. J. Rhodin, M. Ogle, R. A. Mittermeier, H. Randriamahazo, R. Hudson, and R. E. Lewis (eds). Turtles on the brink in Madagascar: Proceedings of two workshops on the status, conservation and biology of Malagasy tortoises and freshwater turtles. Chelonian Research Monographs 6:59-66.
Peterson, R. N., W. C. Burnett, S. P. Opsahl, I. R. Santos, S. Misra and P. N. Froelich. 2013. Tracking suspended particle transport via radium isotopes (226Ra and 228Ra) through the Apalachicola-Chattahoochee-Flint River system. Journal of Environmental Radioactivity 116:65-75.
Remucal, J. M., J. D. McGee, M. H. Fehrenbacher, C. Best and R. J. Mitchell. 2013. Application of the Climate Action Reserve’s forest project protocol to a longleaf pine forest under restoration management. Journal of Forestry 111:59-66.
Rothermel, B. B., E. R. Travis, D. L. Milner, R. L. Hill, J. L. McGuire and M. J. Yabsley. 2013. High occupancy of stream salamanders despite high Ranavirus prevalence in a southern Appalachians watershed. Ecohealth 10:184-189.
Smith, L. L., D. A. Steen, L. M. Conner and J. C. Rutledge. 2013. Effects of predator exclusion on nest and hatchling survival in the gopher tortoise. Journal of Wildlife Management 77:352-358.
Steen, D. A., L. M. Conner, L. L. Smith, L. Provencher, J. K. Hiers, S. Pokswinski, B. S. Helms and C. Guyer. 2013. Bird assemblage response to restoration of fi re- suppressed longleaf pine sandhills. Ecological Applications 23:134-147.
Steen, D. A., C. J. W. McClure, L. L. Smith, B. J. Halstead, C. K. Dodd, Jr., W. B. Sutton, J. R. Lee, D. L. Baxley, W. J. Humphries and C. Guyer. 2013. The effect of coachwhip presence on body size of North American racers suggests competition between these sympatric snakes. Journal of Zoology 289:86-93.
Appendix I 15 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Steen, D. A., L. L. Smith, L. M. Conner, A. R. Litt, L. Provencher, J. K. Hiers, S. Pokswinski, B. S. Helms and C. Guyer. 2013. Reptile assemblage response to restoration of fi re-suppressed longleaf pine sandhills. Ecological Applications 23:148- 158.
Steen, D. A., L. L. Smith, G. Morris, L. M. Conner, A. R. Litt, S. Pokswinski and C. Guyer. 2013. Response of six-lined racerunner Aspidoscelis sexlineata to habitat restoration in fi re-suppressed longleaf pine Pinus palustris sandhills. Restoration Ecology 21:457-463.
Whelan, A., R. Mitchell, C. Staudhammer and G. Starr. 21013. Cyclic occurrence of fi re and its role in carbon dynamics along an edaphic moisture gradient in longleaf pine ecosystems. PLoS ONE 8(1): e54045.doi:10.1371/journal.pone.0054045.
Wiggers, M. S., L. K. Kirkman, R. S. Boyd and J. K. Hiers. 2013. Fine-scale variation in surface fi re environment and legume germination in the longleaf pine ecosystem. Forest Ecology and Management 310:54-63.
Wright, J. K., M. Williams, G. Starr, J. McGee and R. J. Mitchell. 2013. Measured and modelled leaf and stand-scale productivity across a soil moisture gradient and a severe drought. Plant, Cell and Environment 36:467-483.
Books, Proceedings, Outreach and Other Publications
Baldvins, T. D., C. M. Oliver, J. M. Howze and L. L. Smith. 2013. Crotalus horridus (Timber Rattlesnake). Reproduction. Herpetological Review 44:520.
Clayton, B. A. and D. W. Hicks. 2013. Hydrologic evaluation of the Grand Bay and Banks Lake Wetland Complex-September 2011-August 2012. Annual Report III. 21 pp.
Deemy, J., J. Hepinstall-Cymerman, L. K. Kirkman, N. P. Nibbelink and T. Rasmussen. 2013. Spatial modeling of biologically relevant subsurface hydrologic connectivity between isolated wetlands and jurisdictional surface waters in the Dougherty Plain, Georgia. In: Robert Bahn and Adam Forsberg. (Eds.). Proceedings of the 2013 Georgia Water Resources Conference, held April 10-11, 2013, Institute of Ecology, University of Georgia, Athens, Georgia. http://www.gawrc. org/2013proceedings.html.
Edwards, L., J. Ambrose and L. K. Kirkman. 2013. The Natural Communities of Georgia. University of Georgia Press, Athens, Georgia.
Appendix I 16 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Golladay, S. W. and D. W. Hicks. 2013. Indicators of long-term hydrologic change in the Flint River. The ecological role of Corbicula fl uminea in a shallow reservoir system: Lake Seminole, Ga., U.S.A. In: Robert Bahn and Adam Forsberg. (Eds.). Proceedings of the 2013 Georgia Water Resources Conference, held April 10-11, 2013, Institute of Ecology, University of Georgia, Athens, Georgia. http://www.gawrc. org/2013proceedings.html
Little, A. R. and S. L. Webb. 2013. The Wildlife Techniques Manual-Management (Volume 2, 7th edition). Journal of Wildlife Management 77:1077-1078.
Long, A. K. Sceloporus undulatus (Eastern Fence Lizard). 2013. Feeding behavior. Herpetological Review 44:513-514.
Patrick, C. H., M. Waters and S. W. Golladay. 2013. The ecological role of Corbicula fl uminea in a shallow reservoir system: Lake Seminole, Georgia, U.S.A. In: Robert Bahn and Adam Forsberg. (Eds.). Proceedings of the 2013 Georgia Water Resources Conference, held April 10-11, 2013, Institute of Ecology, University of Georgia, Athens, Georgia. http://www.gawrc.org/2013proceedings.html.
Shivers, S., B. Clayton, J. Brock, A. Covich and S. W. Golladay. 2013. Methods for mapping submerged aquatic vegetation (SAV) within a shallow subtropical reservoir, Lake Seminole, Georgia. In: Robert Bahn and Adam Forsberg. (Eds.). Proceedings of the 2013 Georgia Water Resources Conference, held April 10-11, 2013, Institute of Ecology, University of Georgia, Athens, Georgia. http://www.gawrc. org/2013proceedings.html.
Steen, D. A., D. J. Stevenson, J. C. Beane, J. D. Willson, M. J. Aresco, J. C. Godwin, S. P. Graham, L. L. Smith, J. M. Howze, D. C. Rudolph, J. B. Pierce, J. R. Lee, B. B. Gregory, J. Jensen, S. H. Stiles, J. A. Stiles, N. H. Nazdrowicz and C. Guyer. 2013. Terrestrial movements of the red-bellied mudsnake (Farancia abacura) and rainbow snake (F. erytrogramma). Herpetological Review 44:208-213.
Waters, M., C. H. Patrick and S. W. Golladay. 2013. The paleolimnology of Lake Seminole, Georgia: Phosphorus, heavy metals, cyanobacteria and two invasive species. In: Robert Bahn and Adam Forsberg. (Eds.). Proceedings of the 2013 Georgia Water Resources Conference, held April 10-11, 2013, Institute of Ecology, University of Georgia, Athens, Georgia. http://www.gawrc.org/2013proceedings.html.
Meeting Presentations, Posters and Abstracts
Allums, S. E. and S. W. Golladay. Foodwebs of geographically isolated wetlands: A comparison across an agricultural disturbance gradient. Ecological Society of America Annual Meeting. Minneapolis, Minnesota. Poster presentation.
Appendix I 17 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Aminabadi, P., L. L. Smith, P. Adams, G. Vellidis, D. Coker, Y. Liu, R. Atwill and M. Jay-Russell. Evaluation of foodborne pathogens in aquatic wildlife and irrigation ponds in southeastern Georgia. The International Association for Food Protection. Charlotte, North Carolina. Poster presentation.
Boyd, J. P., C. L. Staudhammer, G. Starr, J. L. Hart and R. J. Mitchell. Quantifying the drivers of longleaf pine regeneration. 4th Annual Frontiers in Biology Research Colloquium, Department of Biological Sciences, University of Alabama. Tuscaloosa, Alabama. Oral presentation.
Cherry, M. J., M. A. Nelson, M. B. Howze, B. T. Rutledge, L. M. Conner and R. J. Warren. Implications of fear: The cost of anti-predator behavior in deer. The 2nd Annual Symposium of Quality Deer Management Association and Deer Management Research Group. Athens, Georgia. Oral presentation.
Cherry, M. J., L. M. Conner and R. J. Warren. Coyotes in the coastal plain. Pineland Plantation. Newton, Georgia. Oral presentation.
Cherry, M. J., M. A. Nelson, L. M. Conner and R. J. Warren. Direct and indirect effects of coyotes on deer. Deer Management Research Group Meeting. Screven, Georgia. Oral presentation.
Cherry, M. J, R. J. Warren and L. M. Conner. White-tailed deer vigilance in a longleaf pine savannah. 20th Annual Meeting of The Wildlife Society. Milwaukee, Wisconsin. Oral presentation.
Cherry, M. J., M. A. Nelson, R. J. Warren and L. M. Conner. Photo sensors improve performance of vaginal implant transmitters. Southeast Deer Study Group Meeting. Greenville, South Carolina. Oral Presentation.
Cherry, M. J., L. M. Conner and R. J. Warren. Direct and indirect effects of coyotes on deer. Quality Deer Management Association National Convention, Field Tour. Athens, Georgia. Oral Presentation.
Conner, L. M., L. L. Smith, M. Cherry and G. Morris. Effects of risk on select wildlife populations: Results from a 10-year predator exclusion study. The 20th Annual Conference of The Wildlife Society. Milwaukee, Wisconsin. Oral presentation.
Conner, L. M. A ten year predator exclusion study: History, results and future directions. Savannah River Ecology Lab, University of Georgia. Aiken, South Carolina. Oral presentation.
Conner, L. M. A ten year predator exclusion study: History, results and future directions. Georgia Chapter, The Wildlife Society. Athens, Georgia. Oral presentation.
Appendix I 18 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Deemy, J. B., J. Hepinstall-Cymerman, L. K. Kirkman, N. Nibbelink and T. Rasmussen. A spatial model of hydrologic connectivity between isolated wetlands and surface waters in a karst landscape: Episodic surface and subsurface fl ow. Society of Wetland Scientists Annual Meeting. Duluth, Minnesota. Poster presentation.
Deemy, J. B., B. C. Patten, S. J. Whipple, T. C. Rasmussen, J. Hepinstall-Cymerman and L. K. Kirkman. Conceptual models from a systems perspective to study isolated wetland hydrology. Systems Ecology Symposium. Athens, Georgia. Poster presentation.
Deemy, J. B., J. Hepinstall-Cymerman, L. K. Kirkman, N. P. Nibbelink and T. C. Rasmussen. Spatial modeling of biologically relevant subsurface hydrologic connectivity between isolated wetlands and jurisdictional surface waters in the Dougherty Plain, Georgia. Georgia Water Resources Conference. Athens, Georgia. Poster presentation.
Deemy, J. B., J. Hepinstall-Cymerman, L. K. Kirkman, N. P. Nibbelink and T. C. Rasmussen. Spatial and simulation modeling of episodic hydrologic connectivity between isolated wetlands and jurisdictional surface waters in the Dougherty Plain, Georgia. International Association of Landscape Ecologists. Austin, Texas. Poster presentation.
Deemy, J. B., J. Hepinstall-Cymerman, L. K. Kirkman, N. P. Nibbelink and T. C. Rasmussen. Spatial mass balance modeling of hydrologic connectivity between isolated wetlands and surface waters in a karst landscape: Episodic surface fl ow. Ecological Society of America Annual Meeting. Minneapolis, Minnesota. Poster presentation.
Dziadzio, M., L.L. Smith and S. Castleberry. Does nest site selection affect predation rate? Outcome of an artifi cial nest study in gopher tortoises. 35th Annual Meeting of the Gopher Tortoise Council. Ponte Vedra Beach, Florida. Poster presentation.
Giencke, L. M., L. K. Kirkman and S. B. Jack. Disturbance and recovery of ground cover in a longleaf pine forest following silvicultural treatments. Ecological Society of America Annual Meeting. Minneapolis, Minnesota. Poster presentation.
Golladay, S. W. and D. W. Hicks. Indicators of long-term hydrologic change in the Flint River. Georgia Water Resources Conference. Athens, Georgia. Oral presentation.
Hicks, D. W. Planning for assessment of factors impacting salinity in Apalachicola Bay, Florida. Apalachicola-Chattahoochee-Flint (ACF) Stakeholders Meeting. Apalachicola Florida. Oral presentation.
Appendix I 19 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Hicks, D. W. Effects of freshwater infl ow on aquatic habitat in Apalachicola Bay. Georgia Environmental Conference. Jekyll Island, Georgia. Oral presentation.
Hicks, D. W. Challenges facing future use of water for agricultural irrigation in the Flint River Basin, Georgia. Advancing Georgia’s Leadership in Agriculture and Forestry, Stripling Irrigation Park. Camilla, Georgia. Oral presentation.
Hicks, D. W. and S. W. Golladay. Challenges facing water resources in Georgia. Institute for Georgia Environmental Leadership (IGEL). Albany, Georgia. Oral presentation.
Hicks, D. W. Issues facing future water use in the Flint River Basin Georgia. Albany Rotary Club. Albany, Georgia. Oral presentation.
Hicks, D. W. Plan for development of Radium Springs Park. Dougherty County Commission. Albany, Georgia. Oral presentation.
Hicks, D. W. Development of Aquifer Storage Reservoir (ASR) strategy for Georgia. Flint Riverkeeper Board. Americus, Georgia. Oral presentation.
Hicks, D. W. Development of groundwater permitting in the Georgia Coastal Plain. National Ground Water Association. Nashville, Tennessee. Oral presentation.
Howze, J. M. Introduction to line transect distance sampling: Survey design. U.S. Fish and Wildlife Service (USFWS) Gopher Tortoise Survey and Monitoring Workshop, Ordway-Swisher Biological Station. Melrose, Florida. Oral presentation.
Howze, J. M. Introduction to line transect distance sampling: Survey analysis. USFWS Gopher Tortoise Survey and Monitoring Workshop, Ordway-Swisher Biological Station. Melrose, Florida. Oral presentation.
Howze, J. M., L. L. Smith, L. M. Conner and D. A. Steen. Long-term effects of mesopredator exclusion on upland reptiles in the longleaf pine ecosystem: a 10-year update. Gopher Tortoise Council. Ponte Vedra, Florida. Oral presentation.
Howze, J. M. and L.L. Smith. Habitat and home range selection in the gray ratsnake. Georgia Chapter, The Wildlife Society. Athens, Georgia. Poster presentation.
Howze, J. M. Venomous sake safety. Army Corp of Engineers. Chattahoochee, Florida. Oral presentation.
Howze, J. M. Gopher tortoise: A species in decline. Sertoma Club. Albany, Georgia. Oral presentation.
Appendix I 20 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Jack, S. B., N. A. Jansen and R. J. Mitchell. Crown expansion following thinning in naturally regenerated and planted longleaf pine. 17th Biennial Southern Silviculture Workshop. Shreveport, Louisiana. Oral presentation.
Jack, S. B. Longleaf pine forests at Ichauway-Managing and restoring a rare forest. Albany Women’s Garden Club. Albany, Georgia. Oral presentation.
Jack, S. B., R. K. McIntyre, E. Krueger and R. L. Morrison. Initiating restoration on conserved lands in South Carolina-Financially viable? Society of American Foresters National Convention. North Charleston, South Carolina. Poster presentation.
Karmacharya, B., J. A. Hostetler, G. Morris, L. M. Conner and M. Oli. The infl uence of mammalian predator exclusion, food supplementation and prescribed fi re on survival of the Southern Flying Squirrel in a longleaf pine ecosystem. The 20th Annual Conference of The Wildlife Society. Milwaukee, Wisconsin. Poster presentation.
King, R. L., L. L. Smith and A. Covich. Aquatic turtle movements within longleaf pine uplands in southwestern Georgia. 35th Annual Meeting of the Gopher Tortoise Council. Ponte Vedra Beach, Florida. Oral presentation.
King, R. L., L. L. Smith and A. Covich. A Comparison of streams versus isolated wetlands as aquatic turtle habitat in a longleaf pine landscape. Georgia Chapter, The Wildlife Society. Athens, Georgia. Poster presentation.
Kirkman, L. K., S. Stuber, G. Martin and J. Hepinstall-Cymerman. Land use change and detection of impacts to isolated wetlands in an agricultural landscape. Society of Wetland Scientists. Duluth, Minnesota. Invited symposium.
Knapp, D., A. K. Long and L. L. Smith. The effects of red imported fi re ant on southern toad behavior. 35th Annual Meeting of the Gopher Tortoise Council. Ponte Vedra Beach, Florida. Poster presentation.
Little, A. R., M. M. Streich, M. J. Chamberlain, R. J. Warren and L. M. Conner. Does growing-season prescribed fi re negatively infl uence Eastern wild turkey populations? Georgia Chapter, The Wildlife Society. Athens, Georgia. Oral presentation.
Long, A. K., L. L. Smith, L. M. Conner and R. A. McCleery. The effects of the red imported fi re ant on eastern fence lizard recruitment. 35th Annual Meeting of the Gopher Tortoise Council. Ponte Vedra Beach, Florida. Poster presentation.
Appendix I 21 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Long, A. K., L. L. Smith, L. M. Conner and R. A. McCleery. The indirect and direct effects of the red imported fi re ant on small mammals and fence lizards. Fish and Wildlife Research Unit Meeting. U.S. Geological Survey (USGS) Southeast Ecological Science Center. Gainesville, Florida. Poster presentation.
McCormick, P. V., L. Cowart and S. W. Golladay. Effects of reduced stream fl ows on instream habitat conditions in a tributary of the Lower Flint River. Water Institute Symposium, University of Florida. Gainesville, Florida. Oral presentation.
McIntyre, R. K., B. Grand, R. White and R. Wilson. Longleaf restoration assessment: Conservation outcomes and performance metrics. Society of American Foresters Convention. Charleston, South Carolina. Oral presentation.
McIntyre, R. K., B. Grand, R. White and R. Wilson. Longleaf restoration assessment: Conservation outcomes and performance metrics. America’s Longleaf Restoration Initiative Implementation Team Leader Meeting. Atlanta, Georgia. Oral presentation.
McIntyre, R. K. Longleaf Economics. Longleaf Partnership Council Meeting. Mobile, Alabama.
Melvin, M. A. 2012 National Prescribed Fire Use Survey Report. International Smoke Symposium. Adelphi, Maryland. Poster presentation.
Melvin, M. A., J. D. Bailey and L. A. Rank. Synopsis of the 2012 National Prescribed Fire Use Survey Report. 5th International Fire Ecology and Management Congress: Uniting Research, Education and Management. Portland, Oregon. Poster presentation.
Morgan, K. A., M. J. Cherry, L. M. Conner and R. J. Warren. Effects of coyote predation risk on deer ovulation rates. 15th Annual Wildlife Damage Management Conference, Field tour. Athens, Georgia. Oral presentation.
Morgan, K. A., M. J. Cherry, L. M. Conner and R. J. Warren. Effects of coyote predation risk on deer physiology and nutritional condition. The Warnell Graduate Student Association Symposium. Athens, Georgia. Poster presentation.
Nelson M. A., M. J. Cherry, R. J. Warren, L. M. Conner. Bedsite selection of fawns in a longleaf pine ecosystem. Southeast Deer Study Group Meeting. Greenville, South Carolina. Oral Presentation.
Nelson, M. A., M. J. Cherry, L. M. Conner and R. J. Warren. Fawn bed site selection in a longleaf pine ecosystem. Deer Management Research Group Meeting. Screven, Georgia. Oral presentation.
Appendix I 22 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Patrick, C. H., M. N. Waters and S. W. Golladay. The ecological role of Corbicula fl uminea in a shallow reservoir system: Lake Seminole, Georgia, USA. Georgia Water Resources Conference. Athens, Georgia. Oral presentation.
Patrick, C. H., M. N. Waters and S. W. Golladay. The ecological role of Corbicula fl uminea in a shallow reservoir system: Lake Seminole, Georgia, USA. Georgia Academy of Sciences Meeting, Valdosta, Georgia. Oral presentation.
Rugel, K., S. W. Golladay and C. R. Jackson. Uptake of groundwater captions by stream biofi lms. Society of Freshwater Sciences Annual Meeting. Jacksonville, Florida. Oral presentation.
Rutledge, B. T. Joseph W. Jones Ecological Research Center - Resource monitoring and management programs. Albany Rotary Club. Albany, Georgia. Oral presentation.
Schlimm, E. A maximum entropy approach to habitat suitability modeling for the Southern Hognose Snake (Heterodon simus). 35th Annual Meeting of the Gopher Tortoise Council. Ponte Vedra Beach, Florida. Oral Presentation.
Schlimm, E. A maximum entropy approach to habitat suitability modeling for the Southern Hognose Snake (Heterodon simus). Georgia Chapter, The Wildlife Society. Athens, Georgia. Oral presentation.
Shivers, S., B. Clayton, J. Brock, A. Covich and S. W. Golladay. Methods for mapping submerged aquatic vegetation (SAV) within a shallow subtropical reservoir, Lake Seminole, Georgia. Georgia Water Resources Conference. Athens, Georgia. Poster presentation.
Smith, C., P. V. McCormick and S. W. Golladay. Infl uence of stream intermittency on aquatic insect assemblages in the Lower Flint River Basin. Water Institute Symposium, University of Florida. Gainesville, Florida. Oral presentation.
Smith, N. D. and S. W. Golladay. Microhabitat preferences of larval mosquitoes. Annual Meeting of the Georgia Mosquito Control Association. Athens, Georgia. Oral presentation.
Smith, L. L. Introduction to line transect distance sampling for gopher tortoises. USFWS Gopher Tortoise Survey and Monitoring Workshop, Ordway-Swisher Biological Station. Melrose, Florida. Oral presentation.
Smith, L. L. Line transect distance sampling for gopher tortoises: Special cases. USFWS Gopher Tortoise Survey and Monitoring Workshop, Ordway-Swisher Biological Station. Melrose, Florida. Oral presentation.
Appendix I 23 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Smith, L. L. The gopher tortoise: a species in decline. Birdsong Nature Center. Tallahassee, Florida. Oral presentation.
Stroud, C. M. M. J. Cherry, B. T. Rutledge, R. J. Warren and L. M. Conner. Foraging behavior of male white-tailed deer in southwestern Georgia. Georgia Chapter, The Wildlife Society. Athens, Georgia. Poster presentation.
Teasley, E., A. C. Covich and S. W. Golladay. Drought in southwest Georgia: Impacts on mosquito populations in reference and agricultural wetlands. Society of Freshwater Sciences Annual Meeting. Jacksonville, Florida. Oral presentation.
Turner, K. L., M. J. Cherry, M. B. Howze, R. J. Warren and L. M. Conner. Coyote food habits relative to white-tailed deer abundance. Southeast Deer Study Group Meeting. Greenville, South Carolina. Oral Presentation.
Turner, K. L., M. J. Cherry, M. B. Howze, R. J. Warren and L. M. Conner. Coyote food habits relative to white-tailed deer abundance. The Warnell Graduate Student Association Symposium. Athens, Georgia. Poster presentation.
Warren, A., S. B. Castleberry, L. M. Conner and D. Markewitz. A telemetric study on the ecology of the Southeastern pocket gopher (Geomys pinetis) in Southwest Georgia. Georgia Chapter, The Wildlife Society Annual Meeting. Athens, Georgia. Oral presentation.
Warren, A., S. B. Castleberry, L. M. Conner and D. Markewitz. A telemetric study on the ecology of the Southeastern Pocket Gopher (Geomys pinetis) in Southwest Georgia. 35th Gopher Tortoise Council Meeting. St. Augustine, Florida. Oral presentation.
Waters, M. N., C. H. Patrick and S. W. Golladay. The paleolimnology of Lake Seminole, Georgia: Phosphorus, heavy metals, cyanobacteria and two invasive species. Georgia Water Resources Conference. Athens, Georgia. Oral presentation.
Professional Seminars, Guest Lectures and Special Presentations
Boring, L. R. Refl ections on 20 years of Jones Center programs: Milestones and future opportunities. Savannah River Ecology Lab, University of Georgia. Aiken, South Carolina. Invited seminar.
Boring, L. R., L. K. Kirkman and S. B. Jack. Research perspectives on restoration on longleaf pine ecosystems: Successes, opportunities and challenges. Society for Ecological Restoration. Madison, Wisconsin. Invited presentation.
Appendix I 24 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Conner, L. M. Effi cacy of predator control: Importance of space, time and predator diversity. Wildlife Damage Management Conference, Clemson University. Clemson, South Carolina. Keynote speaker.
Golladay, S. W. Hydrologic change associated with water resources development: ACF River Basin, Georgia. Georgia Southern University. Statesboro, Georgia. Invited speaker.
Golladay, S. W. How much water does the Flint River need: and other unanswerable questions? Biology Department, Georgia Southern University. Statesboro, Georgia. Invited Seminar.
Hicks, D. W. Planning for assessment of factors impacting salinity in Apalachicola Bay Florida. ACF Stakeholders. Apalachicola, Florida. Keynote speaker.
Hicks, D. W. and M. Cook. Development of water policy: a two-state perspective. National Groundwater Association. Nashville, Tennessee. Invited speaker.
Hicks, D. W. Permit development for agricultural groundwater use in Georgia. Alabama Rivers Alliance. Dothan, Alabama. Invited speaker.
Hicks, D. W. Evaluation of effect of freshwater infl ow on oyster habitat in Apalachicola Bay. Georgia Water Resources Conference. Athens, Georgia. Plenary speaker.
Jack, S. B. The Chattahoochee Fall Line Conservation Partnership - Overview, structure and future issues. Chattahoochee Fall Line Conservation Partnership Steering Committee. Columbus, Georgia. Invited speaker.
Kirkman, L. K. Ecology and restoration of the longleaf pine ecosystem. Biology Department, Troy State University. Troy, Alabama. Invited seminar.
Kirkman, L. K. Natural communities of Georgia. Decatur Library. Decatur, Georgia. Invited speaker.
McCormick, P. V. Hydrologic performance measures: Tools for water resource management. Odum School of Ecology, University of Georgia. Athens, Georgia. Invited speaker.
McCormick, P. V., S. W. Golladay and D. W. Hicks. Identifying environmental fl ow requirements for the Lower Flint River Basin. Department of Biological Sciences, Columbus State University. Columbus, Georgia. Invited speaker.
Appendix I 25 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
McCormick, P. V., S. W. Golladay and D. W. Hicks. Identifying environmental fl ow requirements for the Lower Flint River Basin. Warnell School of Forestry and Natural Resources, University of Georgia. Athens, Georgia. Invited speaker.
Melvin, M. A. Collaborative approach: Smoke management and balancing the role of fi re in ecosystems. International Smoke Symposium. Adelphi, Maryland. Plenary speaker.
Melvin, M. A. The history of prescribed fi re in the southeastern US and the evolution of Prescribed Fire Councils. Georgia State Chapter, Wildlife Society Annual Fall Meeting. Athens, Georgia. Keynote speaker.
Rothermel, B. and L. L. Smith. Living on the edge: Challenges and considerations for managing gopher tortoise habitats with fi re. Fire Symposium, 20th Annual Conference of The Wildlife Society. Milwaukee, Wisconsin. Invited oral presentation.
Smith, L. L., A. M. McKee, A. L. Subalusky, A. L. Farmer and R. L. King. Biological connectivity: Population dynamics of amphibians and reptiles in geographically isolated wetlands. Society for Wetland Scientists. Duluth, Minnesota. Invited symposium presentation.
Smith, L. L., D. A. Steen and J. M. Howze. The role of fi re in structuring and restoring habitat for lizards and snakes in the longleaf pine ecosystem. Fire Symposium, 20th Annual Conference of The Wildlife Society. Milwaukee, Wisconsin. Invited symposium presentation.
Externally Funded Projects
Boring, L. R., J. F. Franklin and R. J. Mitchell. Building forest management into Earth system modeling: scaling from stand to continent. The National Science Foundation. June 01, 2013 – May 31, 2015. $170,872. Received in 2013, $15,707.
Conner, L. M. Prescribed fi re and ecology of turkeys, coyotes and deer. Georgia Department of Natural Resources, subcontracted through University of Georgia. January 01, 2012 – December 31, 2014. $91,466. Received in 2013, $19,887.
Conner, L. M. and Miller K. Gray fox spatial movement tracking. Department of Defense. September 25, 2013 – September 24, 2014. $86,813. Did not receive funds in 2013.
Golladay, S. W. Instream assessment of stream habitat and mussel populations adjacent to Advanced Agricultural Water Conservation Measures (AAWCM) sites in the Lower Flint River Basin. The Nature Conservancy. May 01, 2012 – September 30, 2014. $59,687. Received in 2013, $23,269.
Appendix I 26 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Golladay, S. W. and R. J. Mitchell. A workshop on conservation and natural resource management in an uncertain future: Using the southeastern U.S. as a model for managing change. National Science Foundation. August 01, 2012 - July 31, 2014. $49,000. Received in 2013, $32,908.
Golladay, S. W. and R. J. Mitchell. A workshop on conservation and natural resource management in an uncertain future: Using the southeastern U.S. as a model for managing change. USDA Forest Service. July 31, 2012 - May 31, 2014. $15,000. Received in 2013, $10,137.
Hicks, D. W. Grand Bay-Banks Lake long-term wetland evaluation. U.S. Army, Moody AFB. April 1, 2009 – December 31, 2013. $79,048. Received in 2013, $11,606.
Kirkman, L. K. Evaluation of longleaf pine undercover ecotype seed sources. R. Howard Dobbs, Jr. Foundation. November 02, 2012 – no established end date. $65,000. Received in 2013, $9,234.
Kirkman, L. K. and L. L. Smith. Isolated wetlands workshop. Environmental Protection Agency. September 01, 2013 – May 31, 2015. $14,000. Received in 2013, $11,378.
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, 2014. $196,500. Received in 2013, $12,368.
Kirkman, L. K. and M. J. Kaeser. Population survey and analysis for federally listed or petitioned plants and the threatened gulf sturgeon. U.S. Fish and Wildlife Service. February 01, 2012 - January 31, 2015. $60,000. Received in 2013, $33,100.
Kirkman, L. K., R. K. McIntyre and L. M. Conner. Enhancing longleaf ecosystem understory. National Fish and Wildlife Foundation. October 31, 2007 – June 30, 2013. $82,000. Received in 2013, $14,305.
McIntyre, R. K. Developing metrics for longleaf pine restoration. National Fish and Wildlife Foundation. May 01, 2012 - April 30, 2013. $29,720. Received in 2013, $3,562.
McIntyre, R. K. Longleaf economics workshop. National Fish and Wildlife Foundation. June 01, 2013 - April 01, 2014. $50,320. Received in 2013, $7,500.
Appendix I 27 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
McIntyre, R. K. and S. B. Jack. Collaborative management and restoration of longleaf pine in lowcountry South Carolina. The Nature Conservancy. March 08, 2013 – July 31, 2014. $24,375. Received in 2013, $12,000.
Mitchell, R. J., D. C. Kesler and J. R. Walters. Range-wide meta-analysis of red-cockaded woodpecker foraging habitat suitability. Department of the Army, subcontracted through University of Missouri. October 01, 2012 - May 31, 2013. $1,708. Received in 2013, $1,708.
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 – September 25, 2014. $1,351,138. Received in 2013, $140,752.
Mitchell, R. J., J. J. O’brien, A. T. Hudak and L. A. Dyer. Patterns and Processes: monitoring and understanding plant diversity in frequently burned longleaf pine landscapes. Strategic Environmental Research and Development Program, USDA Forest Service. July 09, 2012 - June 30, 2018. $123,946. Received in 2013, 60,051.
Smith, L. L. Linkages between upland habitat condition, burrowing vertebrates, and snake richness on protected areas in Georgia. Georgia Department of Natural Resources. July 15, 2011 – August 31, 2013. $5,810. Received in 2013, $5,029.
Smith, L. L. Gopher tortoise surveys and population evaluation. Georgia Department of Natural Resources. October 01, 2012 - May 31, 2013. $66,637. Received in 2013, $52,862.
Smith, L. L. Gopher tortoise surveys and population evaluation. U.S. Fish and Wildlife Service. August 01, 2012 - September 30, 2013. $40,000. Received in 2013, $27,909.
Smith, L. L. An evaluation of direct effects of heavy equipment use on gopher tortoise burrows. Georgia Department of Natural Resources. July 31, 2013 – January 30, 2014. $3,540. Received in 2013, $3,540.
Smith, L. L. Surveys of Barbour’s map turtle and alligator snapping turtle in Georgia. Georgia Department of Natural Resources. October 31, 2013 – August 31, 2014. $64,917. Did not receive funds in 2013.
Appendix I 28 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Education and Outreach Program On-site Activities
University Class Visits
Abraham Baldwin Agricultural College. A one-day fi eld tour focusing on prescribed fi re. (16)
University of Georgia. A week-long Maymester short course in fi re ecology. (16)
University of Florida. A two-day fi eld experience focusing on longleaf pine management and restoration. (27)
Abraham Baldwin Agricultural College. A one-day fi eld tour focusing on fi re ecology. (23)
Universities of Georgia and Florida. A week-long Maymester short course on longleaf pine ecology, management and restoration. (14)
University of Georgia. A week-long Maymester short course in wildlife ecology. (12)
University of Tennessee. A two-day visit focused on longleaf pine ecology and management. (6)
University of Georgia. A two-day fi eld experience focusing on mammalogy. (12)
Arkansas Tech University. A two-day fi eld tour focusing on forest ecology. (12)
Natural Resource Conservation
National Prescribed Fire Training Center. A one-day fi eld tour focusing on prescribed fi re use in the southeastern U.S. (37)
Georgia Forestry Commission (GFC) State Burn Certifi cation Meeting. A two-day meeting of GFC’s state certifi ed burn manager instructors to make upgrades to course content. (4)
Arcadia Plantation. A one-day visit to learn about Center programs, including longleaf pine management and restoration as well as gopher tortoise research. (3)
National Prescribed Fire Training Center. A one-day fi eld tour focusing on prescribed fi re use in the southeastern U.S. (27)
National Bobwhite Conservation Initiative. A one-day visit to the Center to learn about our longleaf pine management and restoration programs. (2)
Appendix II 29 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
National Prescribed Fire Training Center. A one-day fi eld tour focusing on prescribed fi re use in the southeastern U.S. (15)
Ecological Forestry Workshop. A three-day workshop focused on longleaf pine ecolo- gy, restoration and management, with a specifi c focus on application of the Stoddard- Neel system of forest management. (17)
Friends of the Georgia Museum of Natural History. A two-day fi eld tour. (6)
Smoke Management Summit. A three-day workshop that focused on prescribed fi re activity coordination needs of the southeastern U.S., including representatives from EPA Region 4 and southeastern state forestry and environmental air quality agencies. (20)
Georgia Forestry Commission Offi ce of Planning and Budget. A one-day visit fo- cused on the Center’s programs and the importance of prescribed fi re. (5)
US Fish and Wildlife Service Region 4 Fire Leadership. A two-day visit for a work- shop and planning meeting. (20)
Paddle Georgia. A paddle event which included a stop at Ichauway, where Center staff gave overviews of the longleaf pine ecosystem and aquatic system. (210)
Natural Resources Conservation Service & US Fish and Wildlife Service Working Lands for Wildlife. A two-day visit focused on the Center’s longleaf research, man- agement and restoration programs, with a particular focus on gopher tortoise natural history and conservation issues. (10)
Institute for Georgia Environmental Leadership (IGEL). A one-day fi eld tour focusing on prescribed fi re and water resources issues. (38)
Clemson University Extension Service. A three-day fi eld tour for participating land managers and foresters. (17)
Georgia Conservancy Board. A one-day visit including a presentation covering water resource issues and a fi eld tour covering longleaf pine ecology and restoration. (29)
Georgia Forestry Association Emerging Leaders. A two-day visit including a fi eld tour covering the topics of longleaf pine ecology, management and restoration as well as prescribed fi re management and policy issues. (30)
IGEL Board. A two-day visit for their Board that included a presentation covering water resource issues and a fi eld tour covering longleaf pine ecology and restoration. (18)
Appendix II 30 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Southern Group of State Foresters. A one-day coordination meeting. (7) Federal Coordinating Committee. A three-day meeting for a strategic planning ses- sion to identify priorities in its efforts over the next few years. (15)
Joint Fire Science Program’s Southern Fire Exchange. A one-day fi eld tour focused on fi re science and the role of prescribed fi re in managing and restoring longleaf pine ecosystems. (19)
Ichauway Conference. A three-day conference to develop approaches that best ad- dress current gaps in understanding ongoing conservation and management chal- lenges. (76)
Georgia Department of Natural Resources Board. A four-day visit focused on Center programs. (16)
Internal Prescribed Fire Course. A two-day course focusing on prescribed fi re for Jones Center employees and graduate students, including execution of a prescribed burn. (14)
Public Relations
Georgia Forestry Today. A two-day. (2)
Education and Outreach Program Off-site Activities
Regional Partnerships and Advisement
Longleaf Partnership Council The Center was a founding member of this regional partnership of federal, state, non-governmental organization and private groups working to implement the 2009 Rangewide Conservation Plan for Longleaf Pine, which seeks to double the acreage of longleaf from 4 to 8 million acres by 2025. Kevin McIntyre has worked with this ef- fort since it began in 2007 and now serves as Chair-elect.
Lowcountry Forest Conservation Partnership Kevin McIntyre and Steve Jack were funded through a grant from The Nature Con- servancy (TNC) to provide advice and develop longleaf restoration plans for approxi- mately 2000 acres owned by TNC, as well as other private lands, around the Francis Marion National Forest. This effort has evolved into a regional longleaf partnership that serves as a local implementation team for the Rangewide Conservation Plan for Longleaf Pine. Appendix II 31 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Apalachicola Regional Stewardship Alliance (ARSA) Kevin McIntyre serves on the steering committee for ARSA, a regional partnership for longleaf restoration in a million-acre focus area centered around the Apalachicola National Forest and St. Marks National Wildlife Refuge, extending into nearby South- west Georgia. This group serves as a local implementation team for the Rangewide Conservation Plan for Longleaf Pine.
Chattahoochee Fall Line Conservation Partnership (CFLCP) Steve Jack served as chair of the steering committee chair for the CFLCP, a regional partnership for longleaf restoration around the Ft. Benning/Fall Line Sandhills area of western Georgia. This group serves as a local implementation team for the Rangewide Conservation Plan for Longleaf Pine.
National Fish and Wildlife Foundation (NFWF) Longleaf Economics Project Kevin McIntyre led, and Steve Jack participated in, a grant-funded collaborative effort with the NFWF to synthesize current knowledge of longleaf pine economics and how to better engage large-acreage private landowners in longleaf pine restoration and man- agement. The centerpiece of this project was a three-day workshop held at Ichauway. The workshop brought together landowners and managers that have collective respon- sibility for approximately 9 million acres with leaders from the longleaf conservation community to explore opportunities and mutual interests.
Coalition of Prescribed Fire Councils Mark Melvin serves as Governing Board Member, whose overarching goal is to create one voice to assist fi re practitioners, policymakers, regulators and citizens with issues surrounding prescribed fi re use.
Georgia Prescribed Fire Council (GPFC) The GPFC is a diverse group of stakeholders collaborating to protect the right, to en- courage the use of and to promote public understanding of prescribed fi re in Georgia. Mark Melvin serves as permanent Vice-Chair for this group.
Southern Fire Exchange (SFE) The SFE is a regional program for fi re science delivery in the Southeast, funded by the Joint Fire Science Program. The SFE consolidates southern fi re information and provides new ways for the fi re community to interact and learn from one another. Mark Melvin serves as Advisory Board Chair.
National Wildfi re Coordination Group (NWCG) The Fire Use Subcommittee reviews and updates NWCG prescribed fi re training stan- dards and policy. Mark Melvin serves as liaison on Fire Use Subcommittee.
Appendix II 32 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
NWCG Smoke Committee The revision of NWCG’s Smoke Management Guide encompasses broad training and standards, as well as policy, related to managing smoke from wildland fi res. Mark Melvin serves as a member of the Smoke Management Guide Review Team.
Wildland Fire Cohesive Strategy: Southeast Regional Committee This group provides executive leadership, oversight and guidance within their respective region for completing the tasks assigned by the Wildland Fire Executive Council during Phases II and III of the Cohesive Strategy. Mark Melvin serves as Southeast Regional Committe Member.
Southeast Regional Partnership for Planning and Sustainability (SERPPAS) The Southeast Regional Partnership for Planning and Sustainability (SERPPAS) is a six-state partnership comprised of state and federal agencies that promotes collabora- tion in making resource use decisions supporting conservation of natural resources, working lands, and national defense. Mark Melvin serves on the Air Quality Subcommit- tee and Prescribed Fire Work Group, working to develop creative solutions that address smoke management for prescribed fi re and increase burning while complying with state air quality regulations. The Prescribed Fire Work Group also works collaboratively with the Longleaf Partnership Council to implement the Rangewide Conservation Plan for Longleaf Pine by developing strategies, garner support and implement programs that will double ‘region-wide longleaf’ burning by year 2025.
Georgia Forestry Commission The Georgia Forestry Commission hosts and administers a certifi ed burn manager course. These classes are conducted at multiple locations annually, and Mark Melvin serves as a class instructor.
Georgia Adopt A Stream Steve Golladay served on the board of directors for Georgia Adopt A Stream and led a Stream Invertebrate Taxonomy Workshop at the annual conference. The ACF Basin mussel populations continue to be sensitive issues, and this education work trains biolo- gists to identify key species.
Rivers Alive Cleanup Lora Smith, Jennifer Howze and Kay Kirkman continue to organize and lead river clean- up days on the Flint River during weekends, largely as volunteer work in Bainbridge, Baker County and Albany, Georgia.
4H2O Water Education Day Steve Golladay and Nathalie Smith participated in a 4-H water education event hosted by the University of Georgia College of Agriculture at Stripling Irrigation Park. This is public relations outreach aimed at teachers and school children.
Appendix II 33 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Graduate Students
Graduated 2013
Seasonal gobbling chronology in hunted and non-hunted Derek Colbert eastern wild turkey populations in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
Population and site evaluations on gopher tortoises Ashley Free (Gopherus polyphemus) on public and private lands in Georgia. (University of Georgia, M.S., L. L. Smith)
Tick-borne diseases and interactions with deer herds Elizabeth Gleim and prescribed fi re. (University of Georgia, Ph.D., L. M. Conner)
Ecology of upper respiratory disease in gopher tortoises Jess McGuire and box turtles in Southeast Georgia. (University of Georgia, Ph.D., L. L. Smith)
Movements, habitat selection and survival of White-tailed Melinda Nelson Deer fawns in a Longleaf Pine ecosystem. (University of Georgia, M.S., L. M. Conner)
Movements and habitat use by wild turkey females and Christina Perez poults in southwestern Georgia as infl uenced by season and prescribed fi res. (University of Georgia, Ph.D., L. M. Conner)
Nutrient transport pathways in SW Georgia landscapes. Parisa Rinaldi (Georgia State University, M.S., P. V. McCormick)
Infl uence of human water use on streamfl ow characteristics Kathleen Rugel in the lower Flint River, Georgia. (University of Georgia, Ph.D., S. W. Golladay)
Effects of prescribed fi re, hunting and supplemental feeding Drew Ruttinger on habitat selection and home range of male eastern wild turkeys in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
Appendix III 34 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Patterns of snake diversity relative to gopher tortoise Beth Schlimm population size on protected areas in Georgia. (University of Georgia, M.S., L. L. Smith)
Assessing the effects of land use on the condition Stribling Stuber of geographically isolated wetlands in the Dougherty Plain Georgia: a multi scale approach. (University of Georgia, M.S., L. K. Kirkman)
Current 2013 Projects
Bee community and vegetation across a restoration Sabrie Breland gradient in a longleaf pine-wiregrass savanna. (University of Georgia, M.S., L. K. Kirkman)
Ecology of bark and wood boring beetles in longleaf Courtney Brissey pine forest stands. (University of Georgia, M.S., L. R. Boring)
Coyote foraging behavior, density dependent spatial Michael Cherry distribution, and impact on white-tailed deer recruitment in southwestern Georgia. (University of Georgia, Ph.D., L. M. Conner)
Isolated wetland mapping, connectivity assessment James Deemy and water quality in the dougherty plain of Georgia. (University of Georgia, Ph.D., L. K. Kirkman)
Seasonal movements and habitat selection of gray Nicholas Deuel foxes relative to prescribed fi re and hardwood removal. (University of Georgia, M.S., L. M. Conner)
Seasonal dynamics of nonstructural carbohydrates Michael Drews in roots and stems. (University of Georgia, M.S., L. R. Boring)
The infl uence of habitat variables on nest survival Michelina D’ziadzio in the gopher tortoise. (University of Georgia, M.S., L. L. Smith)
Spatial patterns of wetland use of freshwater turtles in Rachel King coastal plain of Georgia. (University of Georgia, M.S., L. L. Smith)
Appendix III 35 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
New Student. Brian Kirby Raccoon foraging behavior . (University of Georgia, M.S., L. M. Conner)
New Student. Devon Knauss Raccoon ecology. (University of Georgia, M.S., L. M. Conner)
Linking predation risk and fi tness measurements to Andy Little sustainabiltiy of eastern wild turkeys in a longleaf pine ecosystem: a habitat-based approach. (University of Georgia, Ph.D., L. M. Conner)
Study of direct and indirect effects of imported fi re ants on Andrea Long native vertebrate populations. (University of Florida, Ph.D., L. L. Smith and L. M. Conner)
Study of invasive snail species in Lake Seminole. Nicholas Marzolf (University of Georgia, M.S., P. V. McCormick)
The role of submerged aquatic vegetation (Hydrilla verticillata) Stephen Shivers on nutrient dynamics and freshwater aquatic food webs within Lake Seminole. (University of Georgia, Ph.D., S. W. Golladay)
Evaluating macroinvertebrate sensitivities to low-fl ow Chelsea Smith in a south-west Georgia stream. (University of Georgia, M.S., P. V. McCormick)
Spatiotemporal difference in mosquito assemblages and Erica Teasley arbovirus prevalance of natural and agricultural wetlands in Southwestern Georgia. (University of Georgia, M.S., S. W. Golladay)
Effects of carcas size, habitat type, fragmentation and Kelsey Turner predator community on scavenging effi ciency and community composition in vertebrates. (University of Georgia, M.S., L. M. Conner)
A telemetric study on the ecology of the southeastern Ashley Warren pocket gopher (Geomys pinetis) in southwest Georgia. (University of Georgia, M.S., L. M. Conner)
Appendix III 36 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Conservation Interns/Apprentices
Charles “Chaz” Oliver. 2012-2013. B.S., Wildlife and Fisheries, Warnell School of Forestry and Natural Resources, University Georgia.
Joseph Warden. 2013-present. B.S., Wildlife and Fisheries Science at the Tennessee Technological University.
John-Michael McCormick. 2013-present. A.A.S., Fish and Wildlife Management Technology, Haywood Community College.
Appendix III 37 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Scientifi c Advisory Committee
Dr. Robert J. Naiman (1993-present), Chair (2012-present) Professor Emeritus School of Fisheries University of Washington
Dr. Jerry F. Franklin (1988-present) Founding Member Professor of Ecosystem Management College of Forest Resources University of Washington
Mr. Robert Larimore (2010-present) Natural Resources Program Manager US Army Installation Management Command Fort Sam Houston, Texas
Dr. Gene E. Likens (1988-present), Chair (1988-2012) Founding Member Distinguished Senior Scientist, Ecologist Founding Director and President Emeritus Cary Institute of Ecosystem Studies
Mr. Brian Richter (2013-present) Director, Global Freshwater Initiative The Nature Conservancy Arlington, Virginia
Dr. Nova J. Silvy (2010-present) Regents Professor Department of Wildlife and Fisheries Sciences Texas A&M University
Dr. Jim Vose (2013-present) Research Ecologist and Project Leader U.S. Forest Service, Southern Research Station Center for Integrated Forest Science
Appendix IV 38 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Staff
Scientists
Lindsay R. Boring - Director, Scientist, Forest Ecology Adjunct Associate Professor - University of Georgia Courtesy Professor - University of Florida
L. Michael Conner - Scientist, Wildlife Ecology Courtesty Assistant Professor - University of Florida Affi liate Assistant Professor - Auburn Univeristy Adjunct Assistant Professor - University of Georgia Adjunct Assistant Professor - Mississippi State University Adjunct Assistant Professor - University of Tennessee
Stephen W. Golladay - Associate Scientist, Aquatic Ecology Adjunct Associate Professor - University of Georgia Adjunct Associate Professor - Valdosta State University
D. Woody Hicks - Scientist, Groundwater Hydrology / Education
Steven B. Jack - Conservation Ecologist, Applied Forest Scientist Courtesy Associate Professor - University of Florida Affi liate Assistant Professor - Auburn University
L. Katherine Kirkman - Scientist, Plant Ecology Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - University of Georgia Adjunct Assistant Professor - University of Florida
Paul V. McCormick - Scientist, Aquatic Ecology Adjunct Professor - University of Georgia Adjunct Professor - Georgia State University
Robert J. Mitchell – Scientist, Forest Ecology and Silviculture (Deceased) Adjunct Associate Professor - University of Georgia Adjunct Associate Professor - Auburn University Adjunct Associate Professor - University of Florida Adjunct Associate Professor - Virginia Tech Adjunct Associate Professor - Florida State University
Appendix V 39 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Lora L. Smith - Associate Scientist, Wildlife Ecology Courtesy Assistant Professor - University of Florida Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - University of Georgia Adjunct Assistant Professor - Texas A&M University Adjunct Assistant Professor - University of Maine
Research Technicians
Andres Baron - Lead Technician I, Forest Ecology II
Brian A. Clayton - Monitoring Technician II, Groundwater Hydrology
Brian Cloninger - Central Analytical Lab Technician
Lisa Cowart - Lead Technician I, Aquatic Ecology
Lisa Giencke - Lead Technician I, Plant Ecology
Jennifer Linehan Howze–Research Associate, Herpetology
Noah Jansen – Lead Technician II, Forest Ecology
Gail Morris - Lead Technician I, Wildlife Ecology
*Scott N. Pokswinski - Research Technician III, SERDP Grant
Nathalie D. Smith – Lead Technician I, Aquatic Ecology
R. Scott Taylor – Lead Technician II, Forest Ecology
Research Support
Jean C. Brock - Information Technology Manager / Geographic Information Systems
Glenn D. Bailey, Jr. - Network Manager
Micheal G. Simmons – Database / Data Analyst
Chandler “Lain” Alexander - IT and Network Support Technician
*Stephanie E. Allums – Central Lab Manager
Elizabeth P. Cox - Science Librarian
Appendix V 40 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Education
R. Kevin McIntyre - Education Coordinator
D. Woody Hicks - Education / Scientist, Groundwater Hydrology
Jessica D. McCorvey - Education Program Assistant
Mark A. Melvin - Education Technician / Conservation Management
Conservation
James B. Atkinson, Jr. - Natural Resource Manager
T. Scott Smith - Assistant Natural Resource Manager
Steven B. Jack - Conservation Ecologist
Brandon Rutledge - Conservation Biologist
Bobby E. Bass - Conservation Technician II
Mark A. Melvin - Conservation Management / Education Technician
Joel L. Rackley - Agricultural Specialist
David C. Varnadoe - Conservation Horticulturist
*Charles “Chaz” Oliver - Conservation Intern
John-Michael McCormick - Conservation Intern
Joseph Warden - Conservation Intern
Maintenance and Operations
Dennis J. Williams - Maintenance Manager
Administration
Lindsay R. Boring - Director
Becky H. Gay – Business Administrator
Appendix V 41 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Denise R. McWhorter - Assistant to the Director
Cindy C. Craft – Administrative and Human Resource Assistant
Robert S. Lynch - Accountant
Rosanne B. Bohannon - Procurement Specialist / Accounting Assistant
Larry E. Ethridge - Security Supervisor
T. David Green - Security Offi cer
Jessica A. Kelly - Receptionist
*has left the Center
Appendix V 42 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Guest Seminars
Bailey, Dr. John D. Associate Professor of Silviculture and Fire Management, College of Forestry, Oregon State University, Corvallis, Oregon. Fire regimes in dry mixed-conifer ecosystems of the Wet-balancing early-and late seral stand conditions for the broadest services.
Binford, Dr. Michael W. Professor and Chair, Department of Geography, University of Florida, Gainesville, Florida. Macrosystems Biology: Forest management and vegetation dynamics in the Southeastern U.S. Coastal Plain and Piedmont.
Brown, Dr. Joel. Professor, Department of Biological Sciences, University of Illinois, Chicago, Illinois. Patch use as a behavioral indicator for animal ecology and conservation.
Byers, Dr. Jeb. Professor of Ecology, Odum School of Ecology, University of Georgia, Athens, Georgia. Retention, range limits and invasions in advective environments: Implications for species and genetic diversity.
Carroll, Dr. Ronald. Professor and Co-Director, UGA River Basin Center, University of Georgia, Athens, Georgia. Addressing conservation priorities: The roles of personal experience and objective reality.
Free, Ashley. M.S. Student, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Aspects of gopher tortoise (Gopherus polyphemus) populations in Georgia: Status, landscape predictors and juvenile movements and burrow use.
Gleim, Elizabeth. Ph.D. Candidate, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. The effects of long-term prescribed burning on ticks and tick-borne pathogen prevalence.
Gonynor McGuire, Jessica. Ph.D. Candidate, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. A multifaceted approach to evaluating gopher tortoise population health at selected sites in Georgia.
Loescher, Dr. Hank. Chief of Instrumentation Division, National Ecological Observatory Network (NEON), Denver, Colorado. NEON progress and updates.
Nelson, Melinda. M.S. Student, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Habitat selection and survival of white-tailed deer fawns in a longleaf pine ecosystem.
Appendix VI 43 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 1, 2014
Rhodes, Dr. Gene. Director and Professor, Savannah River Ecology Lab, University of Georgia, Aiken, South Carolina. Gathering the fragments of an agricultural ecosystem: A decade of interdisciplinary research.
Rinaldi, Parisa. M.S. Student, Department of Geosciences, Georgia State University, Atlanta, Georgia. Relationships between landscape features and nutrient concentrations in an agricultural watershed in southwestern Georgia: An integrated Geographic Information Systems approach.
Ruehl, Dr. Clifton B. Assistant Professor, Department of Biology, Columbus State University, Columbus, Georgia. Lethal and non-lethal effects of predators along abiotic gradients in aquatic ecosystems.
Rugel, Dr. Kathleen. Odum School of Ecology, University of Georgia, Athens, Georgia. Investigating drivers of groundwater-surface water interaction in the Lower Flint River Basin, southwestern Georgia, USA.
Stober, Jonathan. Wildlife Biologist, Shoal Creek Ranger District, USDA Forest Service, Hefl in, Alabama. Fire ecology of the Talladega Mountains 1600-2012: Evaluating the mimicry of prescribed fi re management.
Schlimm, Elizabeth. M.S. Student, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. The infl uence of habitat structure on squamate communities in the Coastal Plain of Georgia.
Stuber, Stribling. M.S. Student, Odum School of Ecology, University of Georgia, Athens, Georgia. The relationship between land use and the ecological integrity of isolated wetlands in the Dougherty Plain, Georgia.
*Turner, Judson H. Director, Environmental Protection Division, Georgia Department of Natural Resources, Social Circle, Georgia. Water security in the Apalachicola-Chattahoochee-Flint River Basin: A pipe-dream, zero-sum game, shared adversity or something else?
Van Meter, Dr. Robin. Post-doctoral Associate, Ecosystems Research Division, National Exposure Laboratory, Offi ce of Research and Development, U.S. Environmental Protection Agency. Dermal danger? Estimating pesticide exposure and accumulation in terrestrial phase amphibians.
Vose, Dr. James. Project Leader, Center for Integrated Forest Science and Synthesis, Southern Research Station, USDA Forest Service, Raleigh, North Carolina. Forest and water in the 21st century: Challenges and opportunities.
*Distinguished Lecturer
Appendix VI 44 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, Year 2013, Page 6, Part VII-B, Line 5c ROBERT W. WOODRUFF FOUNDATION - #58-1695425 Form 990-PF, Year 2013, Page 6, Part VIII COMPENSATION OF TRUSTEES AND OFFICERS
( c )( d ) Contributions to (e) ( a ) Name and Address ( b ) Title Hours CompBenefit Plans Expenses Per 403b 457b** Insurance 457f** Parking Week Benefits*
TRUSTEES:
James B. Williams Trustee 8 35,000 1,146 191 Peachtree Street, Suite 3540 Chairman Atlanta, Georgia 30303
James M. Sibley Trustee 1 22,500 1,146 191 Peachtree Street, Suite 3540 Vice- Atlanta, Georgia 30303 Chairman
Wilton Looney Trustee 1 25,000 1,146 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
Charles H. McTier Trustee 1 25,000 1,146 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
E. Jenner Wood, III Trustee 1 25,000 1,146 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
TOTAL TRUSTEES 132,500 5,730
OFFICERS:
P. Russell Hardin President 23 230,277 9,353 7,705 17,629 17,484 971 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
J. Lee Tribble Treasurer 23 119,761 9,353 7,705 19,453 906 666 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
Erik S. Johnson Secretary 23 79,254 6,602 5,286 5,438 0 666 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303 25,308 20,696 42,520 18,390 TOTAL OFFICERS 429,292106,914 2,304
TOTAL - TRUSTEES & OFFICERS 561,792112,644 2,304
* Insurance: Trustees - Directors & Officers Liability only Officers - Directors & Officers Liability, Medical, Life, Disabililty, Dental, Workers Compensation and Travel Accident **457b and 457f not expensed and not included in Part I, Line 15 457f - unvested and contingent upon the employee working to a specified age. ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 990-PF, Year 2013, Page 8, Part X, Line 1e
As of January 1, 2013, the Foundation owned 65,135,390 shares of The Coca-Cola Company common stock. A grant totaling 1,337,614 shares of stock was given in 2013, reducing the final number of shares to 63,152,741 at December 31, 2013. These represent approximately 1.42 % of the total average of 4,434 million shares outstanding which is an insignificant decrease from the 2012 amount evaluated in the attached opinion letter.
The average monthly fair market value of the Foundation's Coca-Cola stock before applying the blockage discount was $2,577,095,652. Based upon the attached opinion letter from Shearwater Valuation Associates, the Foundation applied a blockage discount factor of 3.41%.
$2,577,095,652 @ 3.41% = $87,878,962
ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425 Form 990-PF, Year 2013, Page 10, Part XV, Line 2 INFORMATION REGARDING GRANT PROGRAMS
(a) P. Russell Hardin, President Robert W. Woodruff Foundation, Inc. 191 Peachtree Street, NE Suite 3540 Atlanta, Georgia 30303
Telephone: (404) 522-6755
(b) Application form not required. Proposals should be made in letter form and include the following information: A description of the organization, its purposes, programs, staffing and governing board The organization’s latest financial statements including the most recent audit report A description of the proposed project and full justification for its funding An itemized project budget, including other sources of support in hand or anticipated Evidence from the IRS of the organization’s tax-exempt status and that the applying organization itself is not a private foundation
(c) Grant applications are considered semi-annually in April and November for requests received by the first of February and September.
(d) Grants generally are limited to tax-exempt charities and selected governmental agencies located and operating in Georgia, with primary interest to the metropolitan Atlanta area. Grants to qualified public charities headquartered outside Georgia occasionally are considered when it is demonstrated that the proposed project will have particular impact in Georgia and fits within the program interests of the Foundation. These interests are focused on the following program areas: Elementary, secondary and higher education Health care and education Human services, particularly for children and youth Economic development and civic affairs Art and cultural activities Conservation of natural resources and environmental education
Grants for regular operating expenses are avoided.
No grants are made to individuals.
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 11, Part XV, Line 3b GRANTS APPROVED FOR FUTURE PAYMENT
Recipient Foundation Status Purpose of Grants Amount
Associated Colleges of the South Initiative to implement "blended learning" at sixteen member SO I $400,000 1975 Century Boulevard, Suite 10 institutions to help address financial sustainability. Atlanta, GA 30345‐3316
Atlanta History Center Costs associated with relocation of the Cyclorama to the Atlanta 130 West Paces Ferry Road, NW PC History Center. Contingent on sufficient funds and a contract with $10,000,000 Atlanta, GA 30305‐1366 the City of Atlanta being secured.
Atlanta Ronald McDonald House Construction of a new 31‐bedroom house to replace current Peachtree Dunwoody facility. Contingent on sufficient funds being Charities, Inc. PC $2,500,000 795 Gatewood Road, NE secured to complete the project and a construction contract being Atlanta, GA 30329 let.
Emory University Construction of a new science building at Oxford College. Payable 201 Dowman Drive PC over two years. $23,500,000 Atlanta, GA 30322 $20 million campaign to create new outdoor experiences in Fernbank Fernbank, Inc. Forest and to open the forest to the museum. Capital campaign ($5 PC $10,000,000 767 Clifton Rd., NE million) and endowment ($5 million). The capital portion is Atlanta, GA 30307‐1221 contingent. Continued program support, expansion of Momentum program to Georgia Center for Nonprofits additional Georgia cities, and the launch and expansion over three PC $500,000 100 Peachtree Street, Suite 1500 years of the Leading for Impact collaboration between GCN and Atlanta, GA 30303 Bridgespan.
Georgia Council on Economic Education PC Program support over three years. $400,000 P. O. Box 1619 Atlanta, GA 30301‐1619
Georgia Meth Project PC Support of Meth Prevention Lesson program in Georgia schools. $750,000 3715 Northside Parkway, Suite 1‐230 Atlanta, GA 30327
Georgia Partnership for Excellence in Establishment of the Woodrow Wilson Georgia Teaching Fellowship. Education PC Contingent on satisfactory annual progress and payable over four $7,665,000 270 Peachtree Street, Suite 2200 years. Atlanta, GA 30303
Morehouse College PC Renovation of the Martin Luther King, Jr. International Chapel. $5,000,000 830 Westview Drive, S.W. Atlanta, GA 30314‐3773
Mount Vernon Presbyterian School 471 Mount Vernon Highway, NE PC Campus renovations as part of $5.5 million campaign. $500,000 Atlanta, GA 30328
National Center for Civil and Human $70 million campaign to establish the National Center for Civil and Rights PC $2,000,000 55 Ivan Allen, Jr. Blvd., Suite 510 Human Rights. Atlanta, GA 30308 Park Pride Harris Tower Community Grant Program to provide matching grants to community 233 Peachtree St., NE PC park improvement projects, including path improvements at Chastain $1,750,000 Suite 1600 Park. Atlanta, GA 30303
Shepherd Center Establishment of Shepherd Transition Services Program to improve PC $1,250,000 2020 Peachtree Road, NW discharge care and support. Payable over two years. Atlanta, GA 30309 Spelman College Construction of a new $18 million facility to house wellness program. 350 Spelman Lane, SW PC Contingent on sufficient funds being raised to complete the project $3,000,000 Atlanta, GA 30314‐4399 and a construction contract being let.
Technical College System of Georgia Foundation Expansion of the Achieving The Dream program to all TCSG colleges SO III FI $800,000 1800 Century Place to increase graduation rates. Payable over three years. Suite 275 Atlanta, GA 30345 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2013, Page 11, Part XV, Line 3b GRANTS APPROVED FOR FUTURE PAYMENT
Recipient Foundation Status Purpose of Grants Amount Tellus Science Museum Expansion and upgrades to the Museum as part of $1.2 million Vision One Tellus Drive PC $200,000 P. O. Box 3663 for the Future campaign. Cartersville, GA 30120 The Foundation Center Continued support of the Foundation Center‐Atlanta over two years 79 Fifth Avenue PC ($550,000) and toward relocation of the Foundation Center's New $1,725,000 New York, NY 10003‐3076 York office ($1,450,000).
University of Georgia Expansion of the Georgia College Advising Corps in Atlanta. Payable PC $500,000 Administration Building over two years. Athens, GA 30602‐1661
GRANTS APPROVED FOR FUTURE PAYMENT $72,440,000
Foundation status of recipient: PC Public charity described in 509(a)(1) or (2) SO I Type I supporting organization (sections 509(a)(3) and 509(a)(3)(B)(i)) other than an SO‐DP SO III FI Functionally integrated type III supporting organization (sections 509(a)(3) and 509(a)(3)(B)(iii), and 4943(f)(5)(B)) other than an SO‐DP ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, YEAR 2013, Part VII-A, Line 3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, YEAR 2013, Part VII-A, Line 3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, YEAR 2013, Part VII-A, Line 3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, YEAR 2013, Part VII-A, Line 3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425, Form 990-PF, YEAR 2013, Part VII-A, Line 3