Return of Private Foundation OMB No. 1545‐0052 Form 990‐PF or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. 2011 For calendar year 2011 or tax year beginning , and ending Name of foundation A Employer identification number
Robert W. Woodruff Foundation, Inc. 58‐1695425 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number 191 Peachtree Street, NE 3540 4045226755 City or town, state, and ZIP code C If exemption application is pending, check here~| Atlanta, GA 30303‐1799 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here ~~| Final return Amended return Foreign organizations meeting the 85% test, X Address change Name change 2. 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 ~| | $ 2795111909. (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 ~~~~~~~~~~~~~~ 239802. 239802. Statement 1 4 Dividends and interest from securities~~~~~ 77759902. 77759902. 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 ~~ 37919. Gross sales price for all b assets on line 6a ~~ 16335857. 7 Capital gain net income (from Part IV, line 2) ~~~~~ 37919.
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 78037624. 78037624. 13 Compensation of officers, directors, trustees, etc.~~~ 513891. 188855. 325036. 14 Other employee salaries and wages~~~~~~ 237790. 93706. 144084. 15 Pension plans, employee benefits ~~~~~~ 186839. 63084. 123755. 16a Legal fees~~~~~~~~~~~~~~~~~Stmt 4 6257. 2177. 4080. b Accounting fees ~~~~~~~~~~~~~~Stmt 5 36955. 12860. 24095. c Other professional fees ~~~~~~~~~~~Stmt 6 247272. 246853. 419. 17 Interest ~~~~~~~~~~~~~~~~~~ 18 Taxes~~~~~~~~~~~~~~~~~~~Stmt 7 1547376. 0. 0. 19 Depreciation and depletion ~~~~~~~~~ 10223. 10223. 20 Occupancy ~~~~~~~~~~~~~~~~ 64494. 22421. 42073. 21 Travel, conferences, and meetings ~~~~~~ 16602. 3560. 13042. 22 Printing and publications ~~~~~~~~~~ 7405. 1570. 5835. 23 Other expenses ~~~~~~~~~~~~~~Stmt 8 148516. 23510. 125006. 24 Total operating and administrative expenses. Add lines 13 through 23 ~~~~~ 3023620. 668819. 807425.
Operating and Administrative Expenses 25 Contributions, gifts, grants paid ~~~~~~~ 115029892. 115029892. 26 Total expenses and disbursements. Add lines 24 and 25 118053512. 668819. 115837317. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements ~ ‐40015888. b Net investment income (if negative, enter ‐0‐)~~~ 77368805. c Adjusted net income (if negative, enter ‐0‐) N/A 123501 12‐02‐11 LHA For Paperwork Reduction Act Notice, see instructions. Form 990‐PF (2011) 1 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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~~~~~~~~~~~~~~~~~~~ 4651. 7632. 7632. 2 Savings and temporary cash investments ~~~~~~~~~~~~ 68816801. 52060807. 52071836. 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 ~~~~~~~~~~~~~ 3266. 5890. 5890.
Assets 10a Investments ‐ U.S. and state government obligations ~~~~~~~Stmt 10 126222280. 148886975. 159492350. b Investments ‐ corporate stock ~~~~~~~~~~~~~~~~~Stmt 11 81840211. 80203037. 2433399870. c Investments ‐ corporate bonds ~~~~~~~~~~~~~~~~~Stmt 12 98528336. 112406617. 119586873. 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 22028339. Less: accumulated depreciation ~~~~~~~~9 502482. 21357531. 21525857. 30411878. 15 Other assets (describe 9 Statement 13) 101843. 125744. 135580.
16 Total assets (to be completed by all filers) 396874919. 415222559. 2795111909. 17 Accounts payable and accrued expenses ~~~~~~~~~~~~~ 18 Grants payable ~~~~~~~~~~~~~~~~~~~~~~~~ 19 Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~ 20 Loans from officers, directors, trustees, and other disqualified persons ~~~~ 21 Mortgages and other notes payable ~~~~~~~~~~~~~~~ Liabilities 22 Other liabilities (describe 9 Statement 14) 27035. 27674.
23 Total liabilities (add lines 17 through 22) 27035. 27674. Foundations that follow SFAS 117, check here 9 X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~ 396847884. 415194885. 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~~~~~~~~~~~~~~~~ 396847884. 415194885. Net Assets or Fund Balances
31 Total liabilities and net assets/fund balances 396874919. 415222559. 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 396847884. 2 Enter amount from Part I, line 27a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 ‐40015888. 3 Other increases not included in line 2 (itemize) 9 See Statement 9 3 58362889. 4 Add lines 1, 2, and 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 415194885. 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 415194885. Form 990‐PF (2011) 123511 12‐02‐11 2 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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 Statement 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 16335857. 16297938. 37919. 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 37919. 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 37919. 3 Net short‐term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). p If (loss), enter ‐0‐ in Part I, line 8 om 3 N/A Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? ~~~~~~~~~~~~~~~~ Yes X No If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see instructions before making any entries. (a) (b) (c) (d) Base period years Distribution ratio Calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable‐use assets (col. (b) divided by col. (c)) 2010 98976658. 2252166121. .043947 2009 106653838. 2006741309. .053148 2008 116987932. 2224016687. .052602 2007 96066772. 2335476654. .041134 2006 101496896. 1987679570. .051063
2 Total of line 1, column (d)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 .241894 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 .048379
4 Enter the net value of noncharitable‐use assets for 2011 from Part X, line 5 ~~~~~~~~~~~~~~~~~~~~~ 4 2609099135.
5 Multiply line 4 by line 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 126225607.
6 Enter 1% of net investment income (1% of Part I, line 27b) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 773688.
7 Add lines 5 and 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 126999295.
8 Enter qualifying distributions from Part XII, line 4~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 115837317. 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.
123521 12‐02‐11 Form 990‐PF (2011) 3 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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 | and enter 1% mn 1 1547376. 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 1547376. 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 1547376. 6 Credits/Payments: a 2011 estimated tax payments and 2010 overpayment credited to 2011 ~~~~~~~~ 6a 1553266. 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 1553266. 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 5890. 11 Enter the amount of line 10 to be: Credited to 2012 estimated tax | 5890. Refunded | 11 0. Part VII‐A Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No any political campaign? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? ~~~~~~ 1b X If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120‐POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the foundation. | $ 0. (2) On foundation managers. | $ 0. e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. | $ 0. 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? ~~~~~~~~~~~~~~~~~~~~ 2 X If "Yes," attach a detailed description of the activities. 3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes ~~~~~~~~~~~~~~~~~~~~~ 3 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? ~~~~~~~~~~~~~~~~~~~~~ 4a X b If "Yes," has it filed a tax return on Form 990‐T for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~N/A 4b 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? ~~~~~~~~~~~~~~~~~~~~~~ 5 X If "Yes," attach the statement required by General Instruction T. 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: ¥ By language in the governing instrument, or ¥ By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 X If "Yes," complete Part II, col. (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see instructions) 9 GA b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990‐PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation ~~~~~~~~~~~~~~~~~~~~~~~~~ 8b X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (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 (2011)
123531 12‐02‐11 4 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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 2011, 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 2011?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 2011, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2011? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 2011 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 2011.) ~~~~~~~~~~~~~~~~~~~~~~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 2011? 4b X Form 990‐PF (2011)
123541 12‐02‐11 5 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 6 Part VII‐B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year did the foundation pay or incur any amount to: (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?~~~~~~~~~~~~~ Yes X No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes? ~~~~~~~~~~~~~~~~~ Yes X No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X Yes No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No b If any answer is "Yes" to 5a(1)‐(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ~~~~~~~~~~~~~~~~~~~~~~~~ 5b X Organizations relying on a current notice regarding disaster assistance check here ~~~~~~~~~~~~~~~~~~~~~ | c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X Yes No If "Yes," attach the statement required by Regulations section 53.4945‐5(d). 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~~~~~~~~ 6b X If "Yes" to 6b, file Form 8870. 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? ~~~~~~~~~ Yes X No b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Part VIII Paid Employees, and Contractors 1 List all officers, directors, trustees, foundation managers and their compensation. (b) Title, and average (c) Compensation (d) Contributions to (e) Expense employee benefit plans (a) Name and address hours per week devoted (If not paid, and deferred account, other to position enter ‐0‐) compensation allowances TRUSTEES‐see attached detail listing TRUSTEES
12.00 147500. 4510. 0. OFFICERS‐see attached detail listing OFFICERS
69.00 366391. 84699. 1821.
2 Compensation of five highest‐paid employees (other than those included on line 1). If none, enter "NONE." (b) Title, and average (d) Contributions to (e) Expense employee benefit plans (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation and deferred account, other devoted to position compensation allowances Martha Morton ‐ 191 Peachtree St NE, Controller #3540, Atlanta, GA 30303 23.00 43367. 17927. 576. Elizabeth Smith ‐ 191 Peachtree St Grants Program Director NE, #3540, Atlanta, GA 30303 23.00 47217. 10979. 576.
Total number of other employees paid over $50,000 | 0 Form 990‐PF (2011)
123551 12‐02‐11 6 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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 246539.
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 (2011)
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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 2648662888. b Average of monthly cash balances ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b 9190. c Fair market value of all other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c 159531. d Total (add lines 1a, b, and c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d 2648831609. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) ~~~~~~~~~~~~~~~~~~~~~~ 1e 80086080. 2 Acquisition indebtedness applicable to line 1 assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 0. 3 Subtract line 2 from line 1d~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 2648831609. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) ~~~~~~~~ 4 39732474. 5 Net value of noncharitable‐use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ~~~~~~~~~~ 5 2609099135. 6 Minimum investment return. Enter 5% of line 5 6 130454957. Distributable Amount (Section 4942(j)(3) and (j)(5) private operating foundations and certain Part XI (see instructions) foreign organizations check here 9 and do not complete this part.) 1 Minimum investment return from Part X, line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 130454957. 2a Tax on investment income for 2011 from Part VI, line 5 ~~~~~~~~~~~ 2a 1547376. b Income tax for 2011. (This does not include the tax from Part VI.) ~~~~~~~ 2b c Add lines 2a and 2b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 1547376. 3 Distributable amount before adjustments. Subtract line 2c from line 1 ~~~~~~~~~~~~~~~~~~~~~~~ 3 128907581. 4 Recoveries of amounts treated as qualifying distributions~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 0. 5 Add lines 3 and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 128907581. 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 128907581.
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 115837317. 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 115837317. 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 0. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 115837317. 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 (2011)
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Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2010 2010 2011 1 Distributable amount for 2011 from Part XI, line 7 ~~~~~~~~~~~~~~~~~ 128907581. 2 Undistributed income, if any, as of the end of 2011: a Enter amount for 2010 only ~~~~~~~ 109134509. b Total for prior years: , , 0. 3 Excess distributions carryover, if any, to 2011: aFrom 2006 ~~~ bFrom 2007 ~~~ c From 2008 ~~~ dFrom 2009 ~~~ eFrom 2010 ~~~ f Total of lines 3a through e ~~~~~~~~ 0. 4 Qualifying distributions for 2011 from Part XII, line 4: 9 $ 115837317. aApplied to 2010, but not more than line 2a ~ 109134509. 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 2011 distributable amount ~~~ 6702808. eRemaining amount distributed out of corpus 0. 5 Excess distributions carryover applied to 2011 ~~ 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 2010. Subtract line 4a from line 2a. Taxable amount ‐ see instr.~ 0. f Undistributed income for 2011. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2012 ~~~~~~~~~~ 122204773. 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 2006 not applied on line 5 or line 7 ~~~~~~~ 0. 9 Excess distributions carryover to 2012. Subtract lines 7 and 8 from line 6a ~~~~ 0. 10 Analysis of line 9: aExcess from 2007~ bExcess from 2008~ c Excess from 2009~ dExcess from 2010~ eExcess from 2011 Form 990‐PF (2011) 123581 12‐02‐11 9 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008 (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 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
123601 12‐02‐11 Form 990‐PF (2011) 10 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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
Total 9 3a 0. b Approved for future payment
See attached schedule
Total 9 3b 0. Form 990‐PF (2011) 123611 12‐02‐11 11 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF (2011) 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 239802. 4 Dividends and interest from securities ~~~~~~~~ 14 77759902. 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 37919. 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. 78037624. 0. 13 Total. Add line 12, columns (b), (d), and (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 78037624. (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).
123621 12‐02‐11 Form 990‐PF (2011) 12 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2
Continuation for 990‐PF, Part IV Robert W. Woodruff Foundation, Inc. 58‐1695425 Page 1 of 1 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 FNMA 6.25% P 04/16/0202/01/11 b FHLMC 5.625% P 04/16/0203/15/11 c ROCHE HOLDINGS P 03/03/0903/24/11 d DUKE UNIVERSITY 5.15% P 04/07/0905/05/11 e HSBC FINANCE 5.7% P 11/19/0706/01/11 f WALT DISNEY CO 5.7% P 04/18/0807/15/11 g FPL GROUP 5.625% P 08/15/0809/01/11 h JOHN DEERE CAPITAL 5.4% P 11/19/0710/17/11 i FHLMC 1.4% P 02/02/1111/18/11 j FNMA 1.0% P 10/15/0911/23/11 k BAC FAIR FUND P 08/01/8910/04/11 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 2500000. 2521550. ‐21550. b 2500000. 2478906. 21094. c 397950. 368628. 29322. d 1145810. 1012630. 133180. e 1500000. 1521465. ‐21465. f 1000000. 1060500. ‐60500. g 1265000. 1314335. ‐49335. h 1500000. 1538655. ‐38655. i 2000000. 1958920. 41080. j 2525000. 2522349. 2651. k 2097. 2097. 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 ‐21550. b 21094. c 29322. d 133180. e ‐21465. f ‐60500. g ‐49335. h ‐38655. i 41080. j 2651. k 2097. 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 37919. 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
123591 05‐01‐11 14 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 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 239802. }}}}}}}}}}}}}} Total to Form 990‐PF, Part I, line 3, Column A 239802. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Dividends and Interest from Securities Statement 2 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Capital Gains Column (A) Source Gross Amount Dividends Amount }}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Dividends 66948771. 0. 66948771. Interest ‐ long‐term 10811131. 0. 10811131. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Fm 990‐PF, Part I, ln 4 77759902. 0. 77759902. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Rental Income Statement 3 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Activity Gross Kind and Location of Property Number Rental Income }}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}} }}}}}}}}}}}}}} Ichauway, Inc. ‐ Newton, GA 1 1. }}}}}}}}}}}}}} Total to Form 990‐PF, Part I, line 5a 1. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Legal Fees Statement 4 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a) (b) (c) (d) Expenses Net Invest‐ Adjusted Charitable Description Per Books ment Income Net Income Purposes }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} King & Spalding 6257. 2177. 4080. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Fm 990‐PF, Pg 1, ln 16a 6257. 2177. 4080. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
15 Statement(s) 1, 2, 3, 4 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 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 31078. 10815. 20263. Windham Brannon 5877. 2045. 3832. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 16b 36955. 12860. 24095. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 90. 90. 0. Benefit Alternatives, Inc. 643. 224. 419. SunTrust Bank 246539. 246539. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 16c 247272. 246853. 419. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 1547376. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 18 1547376. 0. 0. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
16 Statement(s) 5, 6, 7 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 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 29449. 10248. 19201. Office Insurance 9810. 3414. 6396. Office Equipment 9869. 3434. 6435. Supplies 3430. 1194. 2236. Organization Dues 80986. 400. 80586. Postage 1738. 339. 1399. Repairs/Maintenance 8587. 2988. 5599. Telephone 3663. 1151. 2512. Miscellaneous 984. 342. 642. }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} To Form 990‐PF, Pg 1, ln 23 148516. 23510. 125006. ~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Increases in Net Assets or Fund Balances Statement 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description Amount }}}}}}}}}}} }}}}}}}}}}}}}} Gain on stock grant to Emory University 58362889. }}}}}}}}}}}}}} Total to Form 990‐PF, Part III, line 3 58362889. ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 148886975. 159492350. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total U.S. Government Obligations 148886975. 159492350. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total State and Municipal Government Obligations }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10a 148886975. 159492350. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
17 Statement(s) 8, 9, 10 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Robert W. Woodruff Foundation, Inc. 58‐1695425 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Corporate Stock Statement 11 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various ‐ see attached detail 80203037. 2433399870. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10b 80203037. 2433399870. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Corporate Bonds Statement 12 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Fair Market Description Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} various ‐ see attached detail 112406617. 119586873. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 10c 112406617. 119586873. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Assets Statement 13 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Beginning of End of Year Fair Market Description Yr Book Value Book Value Value }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 91468. 112126. 121962. Oil/Gas Lease 1. 0. 0. Benefit Plans 10374. 13618. 13618. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} To Form 990‐PF, Part II, line 15 101843. 125744. 135580. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990‐PF Other Liabilities Statement 14 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description BOY Amount EOY Amount }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 457(b) Plan 27035. 27035. Benefit Plan 0. 639. }}}}}}}}}}}}}} }}}}}}}}}}}}}} Total to Form 990‐PF, Part II, line 22 27035. 27674. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
18 Statement(s) 11, 12, 13, 14 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 2220 Underpayment of Estimated Tax by Corporations OMB No. 1545‐0142 Department of the Treasury | See separate instructions. Internal Revenue Service | Attach to the corporation's tax return. Form 990‐PF 2011 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 1547376.
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 1547376. 4 Enter the tax shown on the corporation's 2010 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 1474552.
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 1474552. 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 05/15/11 06/15/11 09/15/11 12/15/11 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 58791. 82355. 544990. 450711. 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 78266. 75000. 550000. 850000. 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 19475. 12120. 17130. 13 Add lines 11 and 12 ~~~~~~~~~~~~~~~~~ 13 94475. 562120. 867130. 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 78266. 94475. 562120. 867130. 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 19475. 12120. 17130. 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 (2011)
112801 12‐03‐11 19 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Form 990‐PF Form 2220 (2011) 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 4/15/2011 and before 7/1/2011 ~~ 21
22 Underpayment on line 17 x Number of days on line 21 x 4% ~~~ 22 $ $ $ $ 365
23 Number of days on line 20 after 06/30/2011 and before 10/1/2011 ~ 23
24 Underpayment on line 17 x Number of days on line 23 x 4% ~~~ 24 $ $ $ $ 365
25 Number of days on line 20 after 9/30/2011 and before 1/1/2012 ~~ 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 12/31/2011 and before 4/1/2012 ~ 27
28 Underpayment on line 17 x Number of days on line 27 x 3% ~~~ 28 $ $ $ $ 366
29 Number of days on line 20 after 3/31/2012 and before 7/1/2012 ~~ 29
30 Underpayment on line 17 x Number of days on line 29 x *% ~~~ 30 $ $ $ $ 366
31 Number of days on line 20 after 6/30/2012 and before 10/01/2012 ~ 31
32 Underpayment on line 17 x Number of days on line 31 x *% ~~~ 32 $ $ $ $ 366
33 Number of days on line 20 after 9/30/2012 and before 1/1/2013 ~~ 33
34 Underpayment on line 17 x Number of days on line 33 x *% ~~~ 34 $ $ $ $ 366
35 Number of days on line 20 after 12/31/2012 and before 2/16/2013 ~ 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 (2011)
112802 12‐06‐11 20 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Robert W. Woodruff Foundation, Inc. 58‐1695425 Form 2220 (2011) 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 2008 ~~~~~~~~~~~~ 1a
bTax year beginning in 2009 ~~~~~~~~~~~~ 1b
c Tax year beginning in 2010 ~~~~~~~~~~~~ 1c 2 Enter taxable income for each period for the tax year beginning in 2011. (see instructions for the treatment of extraordinary items). 2 First 4 First 6 First 9 Entire year 3 Enter taxable income for the following periods: months months months
aTax year beginning in 2008 ~~~~~~~~~~~~ 3a
bTax year beginning in 2009 ~~~~~~~~~~~~ 3b
c Tax year beginning in 2010 ~~~~~~~~~~~~ 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 112821 12‐03‐11 JWA Form 2220 (2011) 21 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 Robert W. Woodruff Foundation, Inc. 58‐1695425 Form 2220 (2011) 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 1959680. 3528645. 22871197. 42631850.
22 Annualization amounts (see instructions) ~~~~~~ 22 6.000000 4.000000 2.000000 1.333330
23aAnnualized taxable income. Multiply line 21 by line 22 ~ 23a 11758080. 14114580. 45742394. 56842325. bExtraordinary items (see instructions) ~~~~~~~~ 23b c Add lines 23a and 23b ~~~~~~~~~~~~~~ 23c 11758080. 14114580. 45742394. 56842325. 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 235162. 282292. 914848. 1136847. 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 235162. 282292. 914848. 1136847. 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 235162. 282292. 914848. 1136847.
30 Applicable percentage ~~~~~~~~~~~~~~ 30 25% 50% 75% 100%
31 Multiply line 29 by line 30 31 58791. 141146. 686136. 1136847. 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 58791. 141146. 686136. 1136847. 33 Add the amounts in all preceding columns of line 38 (see instructions) ~~~~~~~~~~~~~~~~ 33 58791. 141146. 686136. 34 Adjusted seasonal or annualized income installments. Subtract line 33 from line 32. If zero or less, enter ‐0‐ ~ 34 58791. 82355. 544990. 450711. 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 368638. 405050. 386844. 386844. 36 Subtract line 38 of the preceding column from line 37 of the preceding column ~~~~~~~~~~~~~~ 36 309847. 632542. 474396.
37 Add lines 35 and 36 ~~~~~~~~~~~~~~~ 37 368638. 714897. 1019386. 861240. 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 58791. 82355. 544990. 450711. Form 2220 (2011) ** Annualized Income Installment Method Using Standard Option
JWA 112822 12‐03‐11 22 14150501 352174 0060 2011.03010 Robert W. Woodruff Foundati 0060___2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2011
Foundation Recipient Status Purpose of Grant Amount
CULTURAL ACTIVITIES Kennesaw State University Foundation 1 Expansion of Art Museum and $ 300,000 1000 Chastain Road, MD 9201 Galleries to accommodate Athos TP Bldg. 3391 Menaboni collection at Kennesaw Kennesaw, GA 30144-5591 State University.
The Mighty Eighth Air Force Heritage Museum 1 Support of program to teach character $ 200,000 P. O. Box 1992 education. Savannah, GA 31402-1992
Robert W. Woodruff Arts Center, Inc. 1 Capital needs of the Woodruff Arts $ 7,500,000 1280 Peachtree St., N.E. Center. Atlanta, GA 30309
Horizon Theatre Company 3 Support of capital improvement $ 75,000 P. O. Box 5376, Station E project at Horizon Theatre. Atlanta, GA 31107
Springer Opera House Arts Association, Inc. 2 Construction of a Learning Theatre $ 1,000,000 103 Tenth Street and Education Center. Columbus, GA 31901
TOTAL CULTURAL ACTIVITIES $ 9,075,000
EDUCATION Georgia Council on Economic Education 1 Program support. $ 150,000 P. O. Box 1619 Atlanta, GA 30301-1619
Georgia Humanities Council 1 Upgrades to technology for the New $ 750,000 50 Hurt Plaza, Suite 595 Georgia Encyclopedia. Atlanta, GA 30303-2915
Berry College 1 Gates of Opportunity Fund for working $ 5,000,000 P. O. Box 490039 students. Mount Berry, GA 30149-0039
Georgia Research Alliance, Inc. 1 Support of operations. The grant was $ 500,000 The Hurt Building, Suite 1220 paid when matched 2:1 by other Atlanta, GA 30303 contributions.
Computers for Youth-Atlanta 1 Expansion of Digital Learning $ 50,000 1660 Chattahoochee Ave., Suite E Program, which provides computers Atlanta, GA 30318 to low-income sixth graders.
The Posse Foundation 1 Continuation and expansion of Posse $ 60,000 101 Marietta Street, NW, Suite 1040 Atlanta. Atlanta, GA 30303
St. Martin's Episcopal School 1 Construction of a new middle school $ 500,000 3110-A Ashford Dunwoody Road building. Atlanta, GA 30319 Whitefield Academy 1 Construction of a new academic $ 1,000,000 One Whitefield Drive building and other facility Mableton, GA 30126 improvements as part of a $10 million campaign.
Page 1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2011
Foundation Recipient Status Purpose of Grant Amount Jacob's Ladder 1 $1.5 million campaign for campus $ 200,000 407 Hardscrabble Road acquisition and improvements. Roswell, GA 30075 TOTAL EDUCATION $ 8,210,000
ENVIRONMENT ACF Stakeholders 2 Development of a hydrologic model $ 250,000 c/o Water Planning and Policy Center for the Apalachicola Chattahoochee 125 Pine Ave., Suite 232 Flint River Basin. P. O. Box 1612 Albany, GA 31701
The Atlanta Humane Society 2 Purchase and renovation of an $ 400,000 981 Howell Mill Road, N.W. additional facility on Mansell Road in Atlanta, GA 30318 Alpharetta.
The Conservation Fund 1 New Forest Fund, a revolving fund for $ 2,000,000 4500 Hugh Howell Road investment in Georgia forestland. Suite 470 Paid at closing on 3,120 acre Tucker, GA 30084 purchase at Fort Stewart.
Ichauway, Incorporated 4 2011 capital and operating needs. $ 7,500,000 3988 Jones Center Drive Newton, GA 39870
Park Pride 1 Community Grant Program to provide $ 745,000 Harris Tower matching grants to community park 233 Peachtree St., NE, Suite 1600 improvement projects. Atlanta, GA 30303
Trees Atlanta, Inc. 1 Planting of trees as part of $2 million $ 500,000 225 Chester Ave., SE Marcia Bansley Green Legacy Atlanta, GA 30316 Campaign. TOTAL ENVIRONMENT $ 11,395,000
HEALTH Georgia State University 1 Continued support of the Georgia $ 180,000 P. O. Box 3999 Health Policy Center's effort to Atlanta, GA 30302-3999 educate and inform legislators regarding health care policy.
Emory University 1 Redevelopment of outpatient facilities $ 60,000,064 1440 Clifton Road, NE of the Woodruff Health Sciences Atlanta, GA 30322 Center. Grant redirected for construction of a 210-bed hospital tower across Clifton Road.
The Community Foundation for Greater 1 Capital needs, including medical $ 19,499,828 Atlanta, Inc. for the benefit of Grady Memorial equipment and medical records Hospital Corporation systems. The Hurt Building, Suite 449 Atlanta, GA 30303
Georgia Meth Project 1 Second year of implementation of $ 750,000 One Overton Park preventive campaign to reduce 3625 Cumberland Boulevard, Suite 980 methamphetamine use in Georgia. Atlanta, GA 30339
Page 2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2011
Foundation Recipient Status Purpose of Grant Amount Planned Parenthood Southeast, Inc. 1 Purchase and implementation of an $ 150,000 75 Piedmont Avenue, Suite 800 electronic practice management Atlanta, GA 30303 system.
Task Force for Global Health 1 Construction of an expanded facility. $ 750,000 325 Swanton Way Decatur, GA 30030 TOTAL HEALTH $ 81,329,892
HUMAN SERVICES
Boys & Girls Clubs of America 2 Support of the Executive Advanced $ 320,000 1275 Peachtree Street, N.E. Leadership Program in the Southeast Atlanta, GA 30309 region.
Boys & Girls Clubs of North Central Georgia 1 Support of Clubs in Schools initiative. $ 300,000 405 Community Court Monroe, GA 30655
Young Life 1 Construction of new dormitory at $ 250,000 3250 Riverwood Parkway Young Life's SharpTop Cove Camp. Atlanta, GA 30339
American Red Cross, Metropolitan Atlanta 1 Support of campaign to strengthen $ 500,000 Chapter statewide capacity to respond to 1955 Monroe Drive, N.E. disasters. Atlanta, GA 30324
Care and Counseling Center of Georgia 1 Expansion of the Re-Entry Chaplaincy $ 125,000 1814 Clairmont Road Program to all Georgia women's Decatur, GA 30033 prisons.
Wellspring Living, Inc. 1 Capital growth fund to assist $ 100,000 140 Howell Road, C-2 Wellspring in opening five Wellspring Tyrone, GA 30290 Treasures Stores over the next three years.
Furniture Bank of Metro Atlanta 2 Acquisition and renovation of a new $ 100,000 538 Permalume Place facility. Atlanta, GA 30318
Rainbow Village, Inc. 1 Construction of a multi-purpose facility $ 250,000 3160 Main Street, Suite 100 on the campus of Rainbow Village to Duluth, GA 30096 serve homeless families with children.
Childkind 1 Expansion of comprehensive home $ 150,000 3107 Clairmont Rd., NE, Suite A based services program for families Atlanta, GA 30329 caring for children with special health or developmental needs.
Developmental Disabilities Ministries, Inc. 1 Improvements to facilities and $ 300,000 6320 Amherst Court purchase of vehicles for program Norcross, GA 30092 serving adults with developmental disabilities.
Page 3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Part I, Line 25 and Part XV, Line 3a GRANTS PAID IN 2011
Foundation Recipient Status Purpose of Grant Amount Enable of Georgia, Inc. 1 Repairs to group homes and day $ 150,000 1200 Old Ellis Road services/administrative facility. Roswell, GA 30076
TOTAL HUMAN SERVICES $ 2,545,000
PUBLIC AFFAIRS
The Greater Atlanta Chamber Foundation 1 Support of the Metro Atlanta $ 500,000 235 International Boulevard, NW Chamber's efforts to address the Atlanta, GA 30303 water supply crisis.
University System of Georgia Foundation 3 Establishment of the National $ 300,000 270 Washington Street, SW Transportation Institute to be housed Room 7048 at the Georgia Institute of Technology. Atlanta, GA 30334
The Foundation Center 1 Two-year program support and $ 325,000 79 Fifth Avenue development of regional Philanthropy New York, NY 10003-3076 In/Sight Initiative.
Georgia Center for Nonprofits 1 Program support over three years and $ 350,000 100 Peachtree St., N.W., Suite 1500 one-time capital support for facility Atlanta, GA 30303 and technology upgrades associated with move. The Community Foundation for Greater 1 Revenue and expense analysis of City $ 500,000 Atlanta, Inc. of Atlanta to be conducted by Atlanta The Hurt Building, Suite 449 Committee for Progress. Atlanta, GA 30303 TOTAL PUBLIC AFFAIRS $ 1,975,000
RELIGION
The Community Foundation for Greater 1 To Ebenezer Baptist Church for $ 500,000 Atlanta, Inc. construction of community service The Hurt Building, Suite 449 building. Atlanta, GA 30303
TOTAL GRANTS $ 115,029,892
Foundation status of recipient: 1 509(a)(1) 2 509(a)(2) 3 509(a)(3), type 1 or 2 only Private operating foundation for 4 which we have expenditure reponsibility 5 Government agency
Page 4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Part I, Line 19a and Part II, Line 14
2011 12/31/11 Date In Depreciation Accumulated 12/31/11 Net Asset Description service Life Cost Expense Depreciation Book Value
Asset Class- 5-Year Property (Computers) AV Equipment 7/1/2011 5 6,096.27 609.60 609.60 5,486.67 Class totals 6,096.27 609.60 609.60 5,486.67
Asset Class- 7-Year Property (Furniture, Telephones, Copiers) Board Table 7/1/2011 7 13,554.36 968.16 968.16 12,586.20 Card Access 7/1/2011 7 1,705.32 121.80 121.80 1,583.52 Card Access 7/1/2011 7 755.65 54.00 54.00 701.65 Chairs 7/1/2011 7 18,906.50 1,350.48 1,350.48 17,556.02 Credenza 7/1/2011 7 514.33 36.72 36.72 477.61 Desk Chairs 7/1/2011 7 2,112.22 150.90 150.90 1,961.32 Desks and Credenzas 7/1/2011 7 40,532.57 2,895.18 2,895.18 37,637.39 File Cabinets 7/1/2011 7 12,562.74 897.36 897.36 11,665.38 File Cabinets 7/1/2011 7 72.95 5.22 5.22 67.73 Furniture Installation 7/1/2011 7 162.12 11.58 11.58 150.54 Furniture Installation 7/1/2011 7 72.95 5.22 5.22 67.73 Furniture Installation 7/1/2011 7 875.45 62.52 62.52 812.93 Furniture Installation 7/1/2011 7 4,094.53 292.44 292.44 3,802.09 Guest Chairs 7/1/2011 7 1,867.62 133.38 133.38 1,734.24 Rug 7/1/2011 7 3,654.19 261.00 261.00 3,393.19 Rugs 7/1/2011 7 6,079.50 434.28 434.28 5,645.22 Sitting Room Table 7/1/2011 7 811.88 58.02 58.02 753.86 Breakroom tables 10/1/2011 7 510.68 18.24 18.24 492.44 Drapery 10/1/2011 7 2,007.45 71.70 71.70 1,935.75 Rug 10/1/2011 7 1,750.90 62.52 62.52 1,688.38 Art- Photography 10/1/2011 7 2,121.99 75.78 75.78 2,046.21 Art- Photography 10/1/2011 7 593.19 21.18 21.18 572.01 Credenza and Installation 11/1/2011 7 1,108.21 26.38 26.38 1,081.83 President's Desk 12/1/2011 7 3,242.40 38.60 38.60 3,203.80 Class totals 119,669.70 8,052.66 8,052.66 111,617.04
Asset Class- 15-Year Leasehold Improvements Leasehold Improvements 7/1/2011 15 45,930.28 1,531.02 1,531.02 44,399.26 Construction Admin 7/1/2011 15 878.65 29.28 29.28 849.37 Media and display casework 3/1/2012 15 5,973.71 - - 5,973.71 Class totals 52,782.64 1,560.30 1,560.30 51,222.34
Ichauway, Baker County, Georgia - depreciation was taken for 10 years on assets used directly in carrying out charitable purposes. Land 21,357,531.00 - - 21,357,531.00 Buildings 492,259.00 - 492,259.00 - Class totals 21,849,790.00 - 492,259.00 21,357,531.00
GRAND TOTAL 22,028,338.61 10,222.56 502,481.56 21,525,857.05 Robert W. Woodruff Foundation, Inc. Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c STATEMENTS 10, 11, 12 Portfolio Summary December 31, 2011
Security Type Book Value Fair Market Value
Cash Investments $ 52,060,807 $ 52,071,836
Government Obligations Government Bonds 85,344,404 92,997,770 G N M A 2,428 2,438 F N M A 12,791,234 13,435,800 F H L M C 6,883,986 7,390,645 S B A 4,729,565 4,706,235 C M O (a) 39,135,358 40,959,463 STATEMENT 10 TOTAL 148,886,975 159,492,350
Corporate Bonds Corporate Bonds 89,776,667 96,007,907 A B S (b) 22,629,949 23,578,966 STATEMENT 12 TOTAL 112,406,617 119,586,873
Total Fixed Income 261,293,592 279,079,223
Corporate Stock The Coca-Cola Company 59,927,125 2,325,558,045 Diversified Equities 20,275,911 107,841,825
STATEMENT 11 TOTAL 80,203,037 2,433,399,870
Total Portfolio $ 393,557,436 $ 2,764,550,929
C M O / A B S Total (a) 39,135,358 40,959,463 (b) 22,629,949 23,578,966 61,765,307 64,538,428 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
COMMERCIAL PAPER 585,000 Kinder Morgan Energy 99.99 584,955 100.00 584,981 0.0 0.400% Due 01-03-12 450,000 Harris 99.97 449,879 100.00 449,979 0.0 0.420% Due 01-04-12 12,180,000 LOCAP 99.97 12,175,879 99.98 12,178,153 0.4 0.420% Due 01-13-12 2,271,000 PPL Energy Supply 99.97 2,270,232 99.98 2,270,656 0.1 0.420% Due 01-13-12 9,895,000 Weatherford Intl Ltd. 99.95 9,889,805 99.98 9,892,897 0.4 0.450% Due 01-17-12 7,338,000 AGL Capital 99.96 7,335,157 99.98 7,336,166 0.3 0.450% Due 01-20-12 305,000 Harris 99.95 304,858 99.97 304,918 0.0 0.420% Due 01-23-12 14,000,000 Harris 99.95 13,993,630 99.97 13,996,243 0.5 0.420% Due 01-23-12 4,768,000 Harris 99.94 4,765,080 99.97 4,766,510 0.2 0.450% Due 01-25-12 51,769,473 51,780,502 1.9
MONEY MARKET SunTrust Money Market 291,334 291,334 0.0
GOVERNMENT BONDS 2012 Maturities 1,000,000 FEDERAL HOME 101.98 1,019,820 100.08 1,000,768 0.0 LOAN BANK 2.050% Due 01-20-12 2,975,000 FEDERAL HOME 102.12 3,038,159 100.11 2,978,219 0.1 LOAN BANK 2.100% Due 01-23-12 2,500,000 UNITED STATES 96.61 2,415,234 102.63 2,565,820 0.1 TREAS NTS 4.375% Due 08-15-12 3,500,000 UNITED STATES 98.97 3,463,906 103.33 3,616,620 0.1 TREAS NTS 4.000% Due 11-15-12 9,937,120 10,161,427 0.4
1 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2013 Maturities 3,000,000 FEDERAL NATL 100.00 3,000,000 105.03 3,150,939 0.1 MTG ASSN call 2/21/06 4.750% Due 02-21-13 1,360,000 UNITED STATES 99.61 1,354,688 101.43 1,379,391 0.0 TREAS NTS 1.375% Due 03-15-13 2,500,000 UNITED STATES 99.02 2,475,391 103.86 2,596,388 0.1 TREAS NTS 3.125% Due 04-30-13 2,500,000 FEDERAL HOME 102.00 2,550,000 107.68 2,692,033 0.1 LOAN BANK var 5.250% Due 07-30-13 3,000,000 UNITED STATES 99.97 2,999,063 106.46 3,193,827 0.1 TREAS NTS 4.250% Due 08-15-13 12,379,141 13,012,577 0.5
2014 Maturities 2,500,000 UNITED STATES 102.93 2,573,340 107.84 2,696,095 0.1 TREAS NTS 4.000% Due 02-15-14 3,000,000 FEDERAL HOME LN 97.90 2,937,000 108.65 3,259,596 0.1 MTG CORP call 4/2/07 4.500% Due 04-02-14 2,500,000 FEDERAL HOME 99.90 2,497,425 110.46 2,761,608 0.1 LOAN BANK 4.875% Due 06-13-14 1,000,000 FEDERAL HOME 99.68 996,810 111.62 1,116,246 0.0 LOAN BANK 5.375% Due 06-13-14 2,500,000 FEDERAL HOME 100.74 2,518,500 111.70 2,792,553 0.1 LOAN BANK 4.750% Due 12-12-14 11,523,075 12,626,097 0.5
2015 Maturities 2,000,000 FEDERAL HOME LN 100.78 2,015,500 100.38 2,007,556 0.1 MTG CORP, callable 1.300% Due 01-27-15
2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,000,000 UNITED STATES 103.55 2,070,938 106.63 2,132,500 0.1 TREAS NTS 2.500% Due 03-31-15 1,000,000 UNITED STATES 100.69 1,006,875 104.78 1,047,812 0.0 TREAS NTS 1.875% Due 06-30-15 2,000,000 FEDERAL NATL 101.69 2,033,760 105.51 2,110,142 0.1 MTG ASSN 2.375% Due 07-28-15 1,600,000 UNITED STATES 97.32 1,557,125 102.56 1,641,000 0.1 TREAS NTS 1.250% Due 10-31-15 2,000,000 UNITED STATES 97.66 1,953,125 103.05 2,060,938 0.1 TREAS NTS 1.375% Due 11-30-15 1,020,000 FEDERAL HOME LN 101.44 1,034,644 101.77 1,038,010 0.0 BKS 1.375% Due 12-11-15 2,000,000 FEDERAL HOME LN 101.10 2,022,020 105.23 2,104,558 0.1 BKS 2.375% Due 12-11-15 13,693,987 14,142,516 0.5
2016 Maturities 1,500,000 FEDERAL FARM 100.14 1,502,040 111.19 1,667,814 0.1 CREDIT BANK 3.750% Due 01-29-16 2,500,000 UNITED STATES 95.45 2,386,328 115.62 2,890,430 0.1 TREAS NTS 4.500% Due 02-15-16 2,000,000 UNITED STATES 102.88 2,057,500 108.20 2,163,906 0.1 TREAS NTS 2.625% Due 04-30-16 2,750,000 FEDERAL HOME 103.39 2,843,225 118.68 3,263,752 0.1 LOAN BANK 5.375% Due 09-09-16 1,500,000 FEDERAL FARM 103.21 1,548,075 118.03 1,770,410 0.1 CREDIT BANK 5.200% Due 09-15-16
3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,000,000 FEDERAL NATL 98.22 1,964,380 104.44 2,088,802 0.1 MTG ASSN 2.125% Due 09-21-16 2,000,000 FEDERAL FARM 96.75 1,934,920 103.33 2,066,624 0.1 CREDIT BANK 1.875% Due 11-22-16 14,236,468 15,911,737 0.6
2017 Maturities 2,000,000 FEDERAL FARM 100.55 2,011,000 106.33 2,126,684 0.1 CREDIT BANK 2.700% Due 01-27-17 1,250,000 FEDERAL FARM 100.22 1,252,706 119.15 1,489,424 0.1 CREDIT BANK 5.100% Due 02-22-17 1,500,000 FEDERAL FARM 96.56 1,448,400 115.15 1,727,310 0.1 CREDIT BANK 4.250% Due 04-17-17 1,000,000 FEDERAL FARM 102.89 1,028,920 118.86 1,188,551 0.0 CREDIT BANK 5.100% Due 04-25-17 2,500,000 FEDERAL FARM 101.58 2,539,575 118.32 2,958,113 0.1 CREDIT BANK 5.050% Due 05-18-17 1,000,000 FEDERAL FARM 99.09 990,875 120.18 1,201,820 0.0 CREDIT BANK 5.400% Due 06-08-17 1,000,000 UNITED STATES 99.81 998,125 108.15 1,081,484 0.0 TREAS NTS 2.500% Due 06-30-17 1,000,000 FEDERAL HOME 100.00 1,000,000 117.90 1,178,952 0.0 LOAN BANK 4.625% Due 09-08-17 1,250,000 FEDERAL FARM 99.53 1,244,163 118.63 1,482,885 0.1 CREDIT BANK 5.000% Due 09-22-17 1,000,000 UNITED STATES 95.28 952,813 104.55 1,045,547 0.0 TREAS NTS 1.875% Due 10-31-17
4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,000,000 FEDERAL HOME LN 100.98 2,019,680 109.62 2,192,438 0.1 BKS 3.125% Due 12-08-17 15,486,256 17,673,207 0.6
2018 Maturities 2,000,000 FEDERAL HOME 99.45 1,988,940 118.92 2,378,466 0.1 LOAN BANK 4.750% Due 06-08-18 1,500,000 FEDERAL FARM 107.03 1,605,465 121.28 1,819,262 0.1 CREDIT BANK 5.050% Due 08-01-18 3,594,405 4,197,728 0.2
2019 Maturities 2,850,000 UNITED STATES 98.94 2,819,719 115.82 3,300,879 0.1 TREAS NTS 3.625% Due 08-15-19
2020 Maturities 1,700,000 UNITED STATES 98.48 1,674,234 115.98 1,971,602 0.1 TREAS NTS 3.625% Due 02-15-20 85,344,404 92,997,770 3.4
CORPORATE BONDS 2012 Maturities 2,000,000 GENERAL ELECTRIC 97.16 1,943,160 100.53 2,010,588 0.1 CAPITAL CORP 4.375% Due 03-03-12 1,500,000 ASTRAZENECA PLC 104.98 1,574,760 103.45 1,551,813 0.1 5.400% Due 09-15-12 1,500,000 LOWES COMPANIES 101.42 1,521,270 103.27 1,548,986 0.1 5.600% Due 09-15-12 1,500,000 IBM 104.61 1,569,135 103.63 1,554,399 0.1 INTERNATIONAL GROUP CAPITAL 5.050% Due 10-22-12 2,000,000 SUNTRUST BANKS 99.99 1,999,800 102.48 2,049,678 0.1 5.250% Due 11-05-12
5 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,270,000 CATERPILLAR 100.90 2,290,385 101.17 2,296,559 0.1 FINANCIAL 1.900% Due 12-17-12 10,898,510 11,012,023 0.4
2013 Maturities 1,500,000 BERKSHIRE 100.30 1,504,500 101.69 1,525,418 0.1 HATHAWAY 2.125% Due 02-11-13 2,000,000 HEWLETT-PACKARD 107.17 2,143,395 102.84 2,056,898 0.1 4.500% Due 03-01-13 2,000,000 MBNA CORP 104.22 2,084,340 100.40 2,008,080 0.1 6.125% Due 03-01-13 1,020,000 BANK NEW YORK 107.21 1,093,491 104.31 1,063,917 0.0 MELLON 4.500% Due 04-01-13 1,750,000 VERIZON 101.97 1,784,510 105.52 1,846,658 0.1 COMMUNICATIONS 5.250% Due 04-15-13 1,000,000 CAROLINA POWER 105.49 1,054,880 107.19 1,071,853 0.0 & LIGHT 5.125% Due 09-15-13 500,000 GEORGIA POWER 109.50 547,480 109.21 546,038 0.0 CO. 6.000% Due 11-01-13 10,212,596 10,118,861 0.4
2014 Maturities 1,000,000 ANHEUSER-BUSCH 98.63 986,340 107.77 1,077,706 0.0 4.950% Due 01-15-14 638,000 ROCHE HOLDINGS 101.83 649,682 108.18 690,190 0.0 5.000% Due 03-01-14 2,000,000 MORGAN STANLEY 95.97 1,919,440 98.51 1,970,174 0.1 4.750% Due 04-01-14 2,354,000 AMERICAN 99.22 2,335,639 98.08 2,308,777 0.1 EXPRESS var 1.096% Due 06-24-14 2,000,000 PITNEY BOWES INC 96.57 1,931,354 106.33 2,126,626 0.1 4.875% Due 08-15-14
6 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,500,000 BELLSOUTH CORP 98.79 1,481,865 110.55 1,658,240 0.1 5.200% Due 09-15-14 9,304,320 9,831,713 0.4
2015 Maturities 1,500,000 WACHOVIA BANK 95.32 1,429,740 105.96 1,589,336 0.1 4.875% Due 02-01-15 1,500,000 WELLS FARGO 96.84 1,452,608 104.33 1,564,934 0.1 BANK 4.750% Due 02-09-15 1,000,000 MERCK & CO 96.67 966,650 111.66 1,116,594 0.0 4.750% Due 03-01-15 1,045,000 E.I. DUPONT DE 98.37 1,027,946 110.84 1,158,292 0.0 NEMOURS 4.750% Due 03-15-15 1,250,000 SHELL 102.07 1,275,925 107.21 1,340,175 0.0 INTERNATIONAL FINANCE 3.100% Due 06-28-15 2,000,000 JP MORGAN CHASE 96.24 1,924,760 106.14 2,122,760 0.1 & CO 5.150% Due 10-01-15 2,450,000 DIAGEO FINANCE BV 112.50 2,756,250 113.77 2,787,394 0.1 5.300% Due 10-28-15 10,833,878 11,679,484 0.4
2016 Maturities 1,500,000 ORACLE CORP 95.43 1,431,435 115.47 1,732,049 0.1 5.250% Due 01-15-16 2,000,000 CISCO SYSTEMS 101.75 2,035,030 116.37 2,327,460 0.1 5.500% Due 02-22-16 1,500,000 HOME DEPOT 100.83 1,512,405 115.50 1,732,452 0.1 5.400% Due 03-01-16 1,500,000 ABBOTT 104.37 1,565,490 117.31 1,759,664 0.1 LABORATORIES 5.875% Due 05-15-16 2,000,000 CONOCOPHILLIPS 102.74 2,054,898 116.75 2,335,068 0.1 CANADA 5.625% Due 10-15-16 1,000,000 SIEMENS FINAN 102.98 1,029,820 115.50 1,155,000 0.0 5.750% Due 10-17-16
7 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
500,000 GULF POWER CO. 102.54 512,720 111.93 559,667 0.0 5.300% Due 12-01-16 10,141,798 11,601,359 0.4
2017 Maturities 1,500,000 GOLDMAN SACHS 95.76 1,436,460 98.06 1,470,888 0.1 GROUP INC 5.625% Due 01-15-17 2,000,000 TARGET CORP 98.18 1,963,660 117.53 2,350,566 0.1 5.375% Due 05-01-17 2,325,000 CAMPBELL SOUP, 100.94 2,346,925 106.89 2,485,179 0.1 callable 3.050% Due 07-15-17 1,500,000 BANK OF AMERICA 101.84 1,527,570 97.66 1,464,942 0.1 6.000% Due 09-01-17 1,500,000 DEUTSCHE BANK 108.81 1,632,195 111.68 1,675,187 0.1 AG LONDON 6.000% Due 09-01-17 1,500,000 MCDONALD'S CORP 102.65 1,539,690 121.81 1,827,216 0.1 5.800% Due 10-15-17 10,446,500 11,273,977 0.4
2018 Maturities 1,500,000 CREDIT SUISSE NEW 105.87 1,587,983 98.62 1,479,347 0.1 YORK 6.000% Due 02-15-18 1,500,000 MIDAMERICAN 101.29 1,519,275 116.77 1,751,589 0.1 ENERGY CO. 5.300% Due 03-15-18 1,000,000 PACIFICORP 104.92 1,049,180 119.38 1,193,822 0.0 5.650% Due 07-15-18 1,900,000 SOUTH CAROLINA 107.14 2,035,688 117.34 2,229,422 0.1 ELECTRIC & GAS 5.250% Due 11-01-18 6,192,126 6,654,180 0.2
2019 Maturities 1,000,000 NOVARTIS SECS 101.20 1,012,000 117.53 1,175,252 0.0 INVEST LTD 5.125% Due 02-10-19
8 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
1,500,000 HONEYWELL 99.40 1,491,045 116.39 1,745,837 0.1 INTERNATIONAL 5.000% Due 02-15-19 1,000,000 PRINCETON 101.17 1,011,660 118.26 1,182,640 0.0 UNIVERSITY, callable 4.950% Due 03-01-19 1,000,000 DUKE ENERGY OHIO 102.71 1,027,070 119.26 1,192,580 0.0 5.450% Due 04-01-19 1,500,000 BB&T 113.12 1,696,770 122.02 1,830,354 0.1 6.850% Due 04-30-19 1,500,000 BARCLAYS BANK 111.82 1,677,360 110.86 1,662,935 0.1 PLC 6.750% Due 05-22-19 1,700,000 WESTPAC BANKING 104.52 1,776,789 106.39 1,808,659 0.1 4.875% Due 11-19-19 9,692,694 10,598,256 0.4
2020 Maturities 1,705,000 MOTIVA 106.78 1,820,565 116.22 1,981,502 0.1 ENTERPRISES 5.750% Due 01-15-20 1,705,000 FLORIDA POWER 100.56 1,714,497 113.40 1,933,513 0.1 CORP 4.550% Due 04-01-20 2,500,000 PNC FUNDING CORP 99.88 2,497,075 108.12 2,703,093 0.1 4.375% Due 08-11-20 1,700,000 WAL-MART STORES 94.54 1,607,163 106.93 1,817,841 0.1 3.250% Due 10-25-20 1,000,000 PUBLIC SERVICE 93.21 932,140 103.73 1,037,319 0.0 COLORADO 3.200% Due 11-15-20 8,571,440 9,473,266 0.3
2021 Maturities 1,700,000 METLIFE 101.95 1,733,218 108.18 1,839,048 0.1 4.750% Due 02-08-21 1,700,000 ARCHER-DANIELS 102.92 1,749,589 113.28 1,925,741 0.1 MIDLAND var 4.479% Due 03-01-21 3,482,807 3,764,789 0.1 89,776,667 96,007,907 3.5
9 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
G N M A G N M A 2,428 G N M A POOL 100.00 2,428 100.38 2,438 0.0 #274314 9.500% Due 08-15-19 2,428 2,438 0.0
F N M A F N M A 991,001 F N M A POOL 104.91 1,039,622 109.54 1,085,512 0.0 #467458 var 4.130% Due 03-01-18 2,480,384 F N M A POOL 103.94 2,578,049 108.93 2,701,957 0.1 #467658 3.980% Due 04-01-18 1,000,000 F N M A POOL 101.53 1,015,313 107.05 1,070,450 0.0 #467728 3.540% Due 04-01-18 644,169 F N M A POOL 99.95 643,868 107.08 689,744 0.0 #254952 4.500% Due 11-01-18 6,249 F N M A POOL 100.00 6,249 120.53 7,531 0.0 #050310 10.000% Due 05-01-20 1,216,403 F N M A POOL 101.73 1,237,500 109.82 1,335,805 0.0 #255047 5.500% Due 01-01-24 680,405 F N M A POOL 104.12 708,472 109.58 745,602 0.0 #255271 5.000% Due 06-01-24 90,851 F N M A POOL 98.38 89,374 117.55 106,796 0.0 #346951 7.500% Due 05-01-26 947,378 F N M A POOL 98.67 934,796 108.14 1,024,532 0.0 #744602 5.000% Due 10-01-33 653,781 F N M A POOL 101.13 661,136 108.14 707,024 0.0 #773717 5.000% Due 04-01-34
10 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,435,059 F N M A POOL 105.91 2,578,880 105.26 2,563,216 0.1 #AL0037 var 2.542% Due 09-01-35 1,295,649 F N M A POOL 100.18 1,297,977 107.87 1,397,629 0.1 #879091 var 5.554% Due 06-01-36 12,791,234 13,435,800 0.5 12,791,234 13,435,800 0.5
F H L M C F H L M C 72,374 F H L M C POOL 101.13 73,188 108.82 78,760 0.0 #E88726 6.000% Due 04-01-17 115,239 F H L M C POOL 100.73 116,086 107.45 123,823 0.0 #E01162 5.500% Due 05-01-17 1,080,280 F H L M C POOL 101.27 1,093,953 107.70 1,163,429 0.0 #E96445 5.000% Due 06-01-18 820,873 F H L M C POOL 99.86 819,718 105.56 866,513 0.0 #E01489 4.500% Due 11-01-18 550,435 F H L M C POOL 99.89 549,833 105.98 583,362 0.0 #B13421 4.000% Due 04-01-19 10,537 F H L M C POOL 99.97 10,534 119.60 12,603 0.0 #360106 10.000% Due 05-01-20 307,826 F H L M C POOL 99.47 306,191 108.55 334,145 0.0 #C90570 5.500% Due 06-01-22 1,521,961 F H L M C POOL 104.19 1,585,693 109.07 1,659,942 0.1 #C90719 5.000% Due 10-01-23 57,611 F H L M C POOL 95.81 55,198 115.73 66,675 0.0 #C80396 7.000% Due 04-01-26 791,236 F H L M C POOL 97.44 770,961 108.58 859,140 0.0 #C91033 5.500% Due 06-01-27
11 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
788,551 F H L M C POOL 98.50 776,723 107.66 848,954 0.0 #A15349 5.000% Due 11-01-33 729,443 F H L M C POOL 99.52 725,910 108.75 793,298 0.0 #G02401 5.500% Due 10-01-36 6,883,986 7,390,645 0.3 6,883,986 7,390,645 0.3
S B A S B A 1,888,251 S B A POOL #509118 108.00 2,039,311 106.83 2,017,275 0.1 var 3.825% Due 08-25-19 2,488,096 S B A POOL #509124 108.13 2,690,254 108.07 2,688,960 0.1 var 2.575% Due 10-25-36 4,729,565 4,706,235 0.2 4,729,565 4,706,235 0.2
C M O / A B S C M O / A B S 272,063 C M O F H L M C 97.53 265,346 103.45 281,460 0.0 2645-BA 4.500% Due 02-15-18 2,038,056 C M O F H L M C 99.81 2,034,235 101.62 2,071,155 0.1 3649- HB 2.000% Due 11-15-18 918,682 C M O F H L M C 97.31 893,992 100.74 925,480 0.0 2541-VL 5.500% Due 11-15-20 537,231 S B A P 2004-20C 1 107.50 577,523 108.16 581,064 0.0 4.340% Due 03-01-24 1,902,948 S B A P 2004-20L 1 106.62 2,029,018 110.76 2,107,724 0.1 4.870% Due 12-01-24 1,479,255 S B A P 2005-20E 1 106.50 1,575,407 109.84 1,624,876 0.1 4.840% Due 05-01-25 1,248,784 S B A P 2006-20L 104.66 1,306,930 111.25 1,389,211 0.1 5.120% Due 12-01-26 2,305,087 S B A P 2008-20B 1 107.30 2,473,466 111.71 2,575,047 0.1 5.160% Due 02-01-28
12 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,500,000 C M B S G N M A 97.55 2,438,672 103.22 2,580,375 0.1 2008-24B 3.862% Due 03-16-29 2,285,140 S B A P 2009-20H 1 109.00 2,490,802 108.79 2,485,896 0.1 4.450% Due 08-01-29 2,866,935 S B A P 2009-20I 1 103.25 2,960,111 110.03 3,154,346 0.1 4.200% Due 09-01-29 3,500,000 C M B S L B - U B S 106.57 3,729,844 106.52 3,728,270 0.1 2004-C7 4.786% Due 10-15-29 1,922,058 S B A P 2010-20I 1 101.41 1,949,087 104.99 2,017,919 0.1 3.210% Due 09-01-30 291,355 C M O F N M A 101.63 296,089 102.43 298,432 0.0 2002-82 QD 5.500% Due 02-25-32 4,000,000 C M O G N M A 97.75 3,910,000 106.93 4,277,200 0.2 2003-66 EH 5.000% Due 05-20-32 1,519,186 C M O F H L M C 97.92 1,487,615 101.60 1,543,523 0.1 3138-PC 5.500% Due 06-15-32 2,403,194 C M O F H L M C 96.59 2,321,335 104.11 2,502,061 0.1 3165-ND 5.500% Due 10-15-34 1,930,124 C M O G N M A 102.69 1,981,996 102.64 1,981,138 0.1 2009-93 EJ 3.500% Due 05-20-35 3,000,000 C M O F N M A 99.25 2,977,500 109.55 3,286,410 0.1 2006-117 PD 5.500% Due 07-25-35 2,500,000 C M B S C S F B 107.75 2,693,750 107.04 2,675,875 0.1 2004-C5 A4 var 4.829% Due 11-15-37 2,575,000 C M B S M L M T 98.63 2,539,594 105.38 2,713,432 0.1 2004-KEY A3 4.615% Due 08-12-39 2,942,722 C M O F N M A 105.87 3,115,607 105.44 3,102,747 0.1 2010-57 AP 4.500% Due 08-25-39 2,321,000 C M B S B S C M S 99.94 2,319,549 110.59 2,566,794 0.1 2005-T20 A4A var 5.302% Due 10-12-42
13 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
2,500,000 C M B S M S C 107.25 2,681,250 107.49 2,687,325 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 2,075,469 105.32 2,106,460 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 2,508,203 110.62 2,765,500 0.1 2005-LDP5 A4 var 5.345% Due 12-15-44 2,000,000 C M B S G N M A 102.53 2,050,625 108.67 2,173,400 0.1 2011-42 B 4.030% Due 07-16-47 2,660,000 C M B S G E C M C 97.59 2,595,994 107.71 2,865,086 0.1 2005-CL A5 4.772% Due 06-10-48 1,400,000 C M B S B S C M S 106.16 1,486,297 105.02 1,470,224 0.1 2007-PW17 A3 5.736% Due 06-11-50 61,765,307 64,538,428 2.3 61,765,307 64,538,428 2.3
THE COCA-COLA COMPANY 33,236,502 THE COCA-COLA 1.80 59,927,125 69.97 2,325,558,045 84.1 COMPANY
COMMON STOCK 20,968 AGL RESOURCES INC 20.26 424,710 42.26 886,108 0.0 140,463 AMERICAN EXPRESS 6.11 858,394 47.17 6,625,640 0.2 28,092 AMERIPRISE 4.35 122,289 49.64 1,394,487 0.1 FINANCIAL INC 79,500 AT&T INC 5.48 435,807 30.24 2,404,080 0.1 68,624 BANK OF AMERICA 5.32 364,860 5.56 381,549 0.0 CORPORATION 25,728 BRISTOL-MYERS 2.56 65,803 35.24 906,655 0.0 SQUIBB 4,910 DOMINION 4.74 23,281 53.08 260,623 0.0 RESOURCES INC 20,210 DU PONT DE 29.59 597,963 45.78 925,214 0.0 NEMOURS & CO 32,000 DUKE ENERGY 4.45 142,493 22.00 704,000 0.0 261,280 EXXON 8.28 2,163,465 84.76 22,146,093 0.8
14 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 2, Part II, Lines 2 and 10 a,b,c Statements 10, 11, and 12 PORTFOLIO APPRAISAL - SETTLED TRADES December 31, 2011
Unit Total Market Pct. Quantity Security Cost Cost Price Value Assets
9,601 FRONTIER 3.74 35,886 5.15 49,445 0.0 COMMUNICATIONS 230,352 GENERAL ELECTRIC 3.13 721,909 17.91 4,125,604 0.1 302,053 JP MORGAN CHASE 6.99 2,110,367 33.25 10,043,262 0.4 & CO 119,700 NORFOLK 7.36 881,125 72.86 8,721,342 0.3 SOUTHERN 78,800 PFIZER 17.66 1,391,608 21.64 1,705,232 0.1 320,000 PROCTER & GAMBLE 3.47 1,111,230 66.71 21,347,200 0.8 60,000 PROGRESS ENERGY, 21.51 1,290,632 56.02 3,361,200 0.1 INC 90,160 SOUTHERN 9.07 818,143 46.29 4,173,506 0.2 COMPANY 16,000 SPECTRA ENERGY 6.42 102,720 30.75 492,000 0.0 CORP 715,562 SUNTRUST BANKS 8.28 5,922,572 17.70 12,665,447 0.5 39,928 UNITED 3.65 145,922 73.09 2,918,338 0.1 TECHNOLOGIES 40,000 VERIZON 13.62 544,731 40.12 1,604,800 0.1 COMMUNICATIONS 20,275,911 107,841,825 3.9
TOTAL PORTFOLIO 393,557,436 2,764,550,929 100.0
15
Director’s 2011 Annual Report to the Trustees of Ichauway, Inc.
Flint River at Ichauway, Ichauway Horseshoe Bend Photo by Richard T. Bryant
April 3, 2012
Submitted by Lindsay R. Boring, Ph.D. Director
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Introduction and Summary
The Joseph W. Jones Ecological Research Center at Ichauway seeks to understand, to demonstrate, and to promote excellence in natural resource management and conservation on the landscape of the southeastern Coastal Plain of the United States.
The Jones Center effectively integrates natural resource conservation with research and education/outreach. Our programs continue to be productive and of high quality. External funding increased in 2011. The number of scientifi c publications was sustained, and the quality remained high. The Center sponsored over 32 onsite educational/outreach events with approximately 495 participants. Open House also attracted over 800 visitors. The exemplary natural resource management of Ichauway and its demonstration areas continues to enhance our research and education programs.
Scientifi c Advisory Committee
The Scientifi c Advisory Committee (SAC) Dr. Jerry Franklin, Bob Larimore, Dr. Gene Likens (Chair) and Dr. Nova Silvy [Dr. Robert Naiman – on sabbatical leave in Australia and did not attend], of the Joseph W. Jones Ecological Research Center, convened at Ichauway during 5-10 February 2012. The SAC spent this period in meetings and discussions with members of the Robert W. Woodruff Foundation (RWWF), Center staff, graduate students and support personnel. It was announced by the RWWF that Dr. Likens and Dr. Franklin will become “Founding” members of the SAC in 2013 and 2014, respectively; two new members will be added to the SAC, and Dr. Naiman will become SAC chair in 2013.
We quote their summary: “We are extremely pleased to observe 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 programs of research, conservation and education for many years and we note the outstanding progress, particularly during the past few years as the programs have matured and partnerships formed. However, we believe there is still much to be achieved. We think the proposed initiative in “Restoration in the Longleaf Pine Forest” provides great opportunities in this regard. We compliment the Center and its staff on this outstanding progress. We see this restoration effort as the next major challenge in pursuing a higher-level of synthesis and integration as we have called for in the past.”
2 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Research
General
Our Center funded long-term research is organized into fi ve projects:
1) Productivity and biodiversity of longleaf pine ecosystems 2) Longleaf pine forestry and prescribed fi re 3) Lower Flint River Basin ecology and water resources 4) Wildlife predator ecology and habitat relationships 5) Wetlands ecology and restoration
These projects were enhanced by six visiting scientists, 33 other collaborators, 26 graduate students, four newly-awarded grants for 2011 and by education activities and events associated with each project.
Program Development
While many of our long-term themes continue to develop from historical legacies of earlier programs, newer elements continue to grow such as research that links the ecological services of healthy forests, wetlands, rivers and wildlife to human health and well being. This includes research on the linkages between decreased ticks and prescribed burning, wetland conditions and mosquito populations, environmental fl ows and sustainability of river ecosystems and the values of longleaf pine ecosystems in the storage of carbon in biomass and soils. Prescribed fi re continues to be a unifying theme for many of our research, education and conservation programs. These activities range from regional studies of fi re-maintained habitat for wild turkey populations to outreach programs that increase society’s awareness of the importance of prescribed fi re at the national scale. Our staff effectively leverages our research resources with outside funding and over 40 collaborators and visiting scientists who expand and enhance our internal resources. The following are key highlights:
1) University of Georgia Press published Conserving Southern Longleaf, by Dr. Albert Way. This project was initiated, funded and facilitated by the Center. 2) Presented a half-day Longleaf Pine and southern prescribed fi re orientation to the Chief of the U.S. Forest Service and the Southeastern Regional Foresters from the Atlanta Offi ce. This is related to the Longleaf Partnership Council initiatives. 3) Organized an outreach event for water resource stakeholders of the ACF Basin. 4) Conducted a three-day Longleaf Pine Groundcover and Restoration course for USDA fi eld staff who administer Farm Bill reforestation programs.
3 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
5) Center staff supported the Georgia Prescribed Fire Council and hosted an annual meeting in Tifton with 120 attendees. 6) Concluded negotiations with the National Ecological Observatory Network (NEON) on a site-use agreement.
Productivity
Our research program continues to achieve a high level of productivity. Staff published fi fteen articles in peer-reviewed research journals, eleven articles in other publications, including outreach publications and had 26 papers in press. Presentations were given at national and regional professional meetings. A total of 26 graduate students from seven universities were supported by the Center in 2011.
External Support and Collaboration
Our staff secured external funding for research and outreach programs that is compatible with organizational objectives. These awards for 2011 were $533,976 for fourteen projects from the following sources:
1) Department of Energy (DOE), National Institute for Climate Change Research through Duke University (1) 2) National Fish and Wildlife Foundation (NFWF) (2) 3) Department of Defense Strategic Environmental Research and Development Program (DOD-SERDP) (1) 4) Department of Defense (Moody Air Force Base) (1) 5) The Nature Conservancy (TNC) (1) 6) GA Department of Natural Resources (2) 7) National Wild Turkey Federation (2) 8) U.S. Department of Agriculture (USDA), Forest Service Southern Research Station (1) 9) U.S. Department of Agriculture (USDA) through Mississippi State University (1) 10) Western Institute for Food Safety through University of California, Davis (1) 11) U.S. Fish and Wildlife Service through Tall Timbers Research Station (1)
Personnel Changes
Dr. Paul McCormick joined the Jones Center as a Senior Aquatic Ecologist in August. He was formerly with the Restoration Sciences Department of the South Florida Water Management District (SFWMD) where he was a Chief Scientist. He has a broad background in the ecological and aquatic sciences and more than 25 years experience conducting research supporting various aspects of water resources management. His studies have focused on the environmental effects of changes in both water quality and quantity on wetlands, streams and lakes at spatial scales ranging from individual habitats and waterbodies to large watersheds.
4 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
During the past eighteen years, he has overseen and participated in several projects related to the protection and management of human impacted water resources of south Florida, including the Everglades, Lake Okeechobee and other lakes and wetlands within the region.
Education and Outreach
Overall
Our Education and Outreach program had a very active year with 32 groups and approximately 495 participants visiting the Center for workshops, fi eld tours, short courses and special events. In addition, approximately 800 people attended our Open House. All staff participated in these programs, which are generally led and coordinated by Education Staff. Both Research and Conservation Staff are key participants in the activities. Highlights are below with details listed in the Appendix.
University Classes
• A variety of university classes visited the Center. Visits ranged from two to three days and included classes such as forest ecology, fi re ecology, wildlife management, forestry, conservation biology and wetland ecology. Universities represented included the University of Georgia (UGA), University of Florida (UF), Abraham Baldwin Agricultural College (ABAC), Arkansas Tech University (ATU) and Emory University
• Conducted two week-long “Maymester” classes. The 2011 courses were prescribed fi re (UGA) and wildlife management (UGA).
• Hosted the UGA Institute for Georgia Environmental Leadership class for a one-day visit to learn about water, forestry and fi re topics.
Landowner Outreach
• Continued Native Groundcover Partnership, working with regional landowners on longleaf ecosystem restoration. Cooperative efforts with commercial producers and the Georgia Forestry Commission have been conducted for research and demonstration, and for distribution of native seeds and plant materials. Two understory identifi cation and restoration workshops were held, with one specifi cally targeting USDA Natural Resources Conservation Service (NRCS) fi eld staff.
5 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
• Hosted a landowner fi eld day focused on prescribed fi re for 44 participants.
• Hosted the staff from Pineland Plantation for an overview of longleaf restoration and management efforts on Ichauway.
• One of our graduate students, Albert Way, published a book with UGA press based his doctoral dissertation, Conserving Southern Longleaf.
• Center staff conducted a review of the conservation easement for Medway Plantation, one of the most signifi cant privately-held longleaf tracts in the Southeast.
Prescribed Fire Outreach
• Continued to develop the National Coalition of Prescribed Fire Councils under Jones Center leadership.
• Center staff supported the Georgia Prescribed Fire Council and hosted an annual meeting in Tifton with over 130 attendees, with a Center employee, Mark Melvin, serving as Vice-chair.
• Hosted a one-day fi eld tour for the National Prescribed Fire Training Center focusing on prescribed fi re use in the southeastern U.S. with 35 participants.
• Conducted a two-day course on prescribed fi re for Center employees and graduate students.
Water Resources Outreach
• Organized and hosted a three-day ACF Stakeholders and University Collaboration Workshop at Ichauway to identify and evaluate institutional models that would allow for effective multi-state planning and management of the ACF Basin.
• Two staff served on the Albany-Dougherty Flint River Greenspace Advisory committee.
• Staff served on the Executive Committee of the ACF Stakeholders governing board and chaired the Data Needs and Sustainability work group.
• The Jones Center had a representative as co-organizer of the 2011 Georgia Water Resources Conference held at UGA in Athens, Georgia.
• Two staff served as members of the NOAA-NIDIS ACF Basin Drought Committee.
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• Staff provided leadership for the Southwest Georgia Water Resources Task Force.
• Woody Hicks was awarded the Lifetime Achievement Award by the Flint Riverkeeper organization for his contributions to conservation and improved understanding of the water resources of the Flint River Basin.
• Staff provided leadership and technical support for the Georgia Adopt-A- Stream Board.
• Supported Keep Bainbridge Decatur County Beautiful as board membership.
• Supported and hosted the University of Georgia Institute for Georgia Environmental Leadership Class of 39 to learn more about regional water issues.
• Staff supported technical advisement of the Aquatic Technical Working Group of the National Ecological Observatory Network (NEON).
Government Agency and Conservation NGO Outreach
• Conducted a three-day Army Installation Management Command Southeastern Ecological Forestry Workshop for foresters from Army installations across the southeastern U.S. with 41 participants.
• Conducted a three-day Ecological Forestry Workshop for the U.S. Fish and Wildlife Service (USFWS) refuge managers and biologists from across the Southeast with twenty participants.
• Hosted the Georgia Forestry Commission Board and staff for a two-day visit including a fi eld tour covering the topics of prescribed fi re, water resources and ecological forestry.
• Hosted the chief of the U.S. Forest Service, Tom Tidwell, as well as the Atlanta-based Region 4 Forester, Liz Agpaoa, for an overnight visit and an overview of longleaf ecology, management and restoration programs at the Center.
• Aquatic staff continued to serve on the Board of Directors of Georgia Department of Natural Resources (DNR) “Adopt a Stream” program.
• Hosted staff and President of the Yawkey Foundation, which operates the 24,000-acre Tom Yawkey Wildlife Center in coastal South Carolina, for an overview of the Jones Center’s programs.
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• Hosted Tyndall AFB staff for on overview of longleaf management and restoration programs at the Center.
• Eudcation/Outreach staff served on steering committee for the Longleaf Partnership Council, a collaborative effort for implementation of America’s Longleaf, a range-wide conservation plan for Longleaf Pine.
• Education/Outreach and Conservation staff served on land management review committee for Suwannee River Water Management District.
• Education/Outreach and Conservation staff worked with South Carolina The Nature Conservancy, U.S. Forest Service (USFS) and private landowners on restoration of 2,000 acres of Longleaf Pine.
Public Relations
• Held an Open House with approximately 800 visitors from around the region.
Conservation and Land Management
Stewardship of Ichauway
Our many land management activities continued routinely as in prior years in the major areas of agriculture, wildlife management, hunting, roads and fi rebreaks, restoration and research support.
12,945 acres were burned by prescription through September in 2011. This acreage was down relative to the annual targeted acreage due to the dry conditions during the late spring and early summer. In addition, more acres were burned during the growing season in comparison to “typical” years.
Approximately 100 acres were treated for hardwood removal and cleanup by Jones Center personnel in targeted areas of the property (primarily wetland margins) using our feller-buncher. In 2011 most hardwood cleanup was car- ried out on the Big George around depressional wetlands, with Richardson Flat and Baldwin Pond receiving signifi cant removal of encroaching hardwoods around their edges and additional hardwoods cut in the surrounding upland matrix.
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We routinely applied herbicides 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 2011 but at reduced levels compared to the previous year. In 2010 many large spots of Japanese climbing fern were treated along the Flint River corridor (along River Road) with herbicides; these previously treated areas were spot treated in 2011 to kill surviving plants, and the areas monitored to determine what plants fi rst become established in the treated areas.
The removal of feral hogs continued in 2011 with the majority of activity occurring in the fi rst half of the year (before dry conditions set in). The acquisition and training of dogs to run down and capture the hogs greatly enhanced our ability to control this species.
In 2011 we continued salvage operations to utilize dead trees that present hazard situations (primarily along roads or fi rebreaks). Recently dead trees–typically from lightning strikes or blowdown–are harvested, taken to the portable sawmill where they are cut into cants and stored under cover in an open-air shed. When needed this wood is cut for posts (4x4, 6x6 or 8x8) for sheds and fences or to dimensional sizes (utilizing the planer) for use in construction, repairs and renovations onsite.
Three slash pine plantation stands, all planted in 1987, were marked and prepped for a second thinning. The wood was sold and will be harvested before the end of January 2012. Canopy gaps were created during the marking process, and these gaps will be planted with longleaf pine seedlings to begin the species conversion process.
Conservation Management Demonstration Area
In 2011 only ongoing management activities, such as prescribed fi re and agricultural fi eld management, were carried out in the Conservation Management Demonstration Area (CMDA) with no major management treatments (such as timber harvest) conducted. The CMDA was also frequently visited during outreach events, and several active research projects within the unit were supported by Conservation personnel (primarily through implementing specifi c burning prescriptions).
9 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Apprenticeship (Intern) Program
Three apprentices participated in the program during 2011. Phillip “Buck” Booker was in the position through May when he left to take a permanent position with Langdale Timber Company. Bradley Bennett (a December 2010 UGA graduate) started the program in January 2011, and Allen Simms (a May 2011 UGA graduate) joined the program in August 2011.
Monitoring
Measurements were continued in the long-term forest monitoring (LTM) plots in 2011. Characteristics recorded at each location were assessed prior to the fi eld season to prioritize the information collected. Analysis of data and development of summaries continues, and research personnel (scientists, technicians and graduate students) are increasingly using information from these plots in their projects.
We continued to utilize spotlight and track counts for monitoring mammal populations, especially the whitetail deer (WTD) population. The “spotlight” counts for WTD now use thermal cameras rather than high intensity lamps for detection because this technique requires fewer personnel and has a comparable detection rate. Population estimates for the WTD are used to determine harvest goals and hunting guidelines for the property.
We continued our participation in Partners in Flight and other national bird inventory programs for bird community monitoring; sampling locations for these programs coincide (as much as possible) with the long-term forest monitoring plots.
Quail covey counts were conducted once again in the early fall to assess bobwhite population levels before the hunting season.
Red-Cockaded Woodpecker Recovery and Management
Successful restoration of the RCW population on Ichauway continued in 2011, with the population again increasing following the minor declines observed 3 to 4 years ago.
In 2011 there were 24 active clusters, fi fteen breeding pairs and a total of 60 birds in the population. The long-term restoration goal is to have 30 active clusters with at least 25 breeding pairs.
The resident breeding pairs produced fi fteen successful nests with 30 juveniles banded and fl edged. Six birds (three pairs) were translocated to Ichauway in 2011 from the Appalachicola National Forest.
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Presentations, Publications, Service & Training
Our staff continued to communicate through meetings, proceedings and workshops with other professionals about our conservation programs and collaborations including: presentations at the Biennial Southern Silvicultural Research Conference, North American Forest Ecology Workshop, Society for Ecological Restoration (SER) World Congress, Ecological Society of America annual meeting, Southeastern Chapter of the SER annual meeting, the Natural Areas Conference, a Department of Defense workshop, and numerous fi re council meetings. Conservation staff also played a central role in conducting a multi-day ecological forestry shortcourse at Ichauway in 2011, in providing presentations to local civic club groups, and serving as offi cers in professional societies. Finally, conservation staff participated in producing refereed, non- refereed and technical publications as co-authors with other Center personnel.
Conservation staff served in advisory roles with various regional conservation groups, including the Suwannee River Water Management District and the Chattahoochee Fall Line Conservation Partnership.
Signifi cant time was spent by several Conservation personnel in support of the Georgia Prescribed Fire Council, particularly by one individual (Mark Melvin) who has administrative duties with the Council. Mark also continued work as an executive vice president in implementation of the national coalition of prescribed fi re councils and serving as a representative of the prescribed fi re community to several regional and national organizations.
Personnel Changes
Brandon Rutledge was recruited to fi ll the Conservation Wildlife Biologist position and started in mid-January 2011. Brandon most recently was Senior Wildlife Biologist/ Asst. Region Supervisor, Region V with Georgia DNR, but previously worked at the Jones Center as a lead research technician and a conservation management apprentice. In 2011 Brandon spend much of his time getting oriented in the new position and obtaining necessary certifi cations (for work with the endangered RCW).
11 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Budget Summary
The total budget for Ichauway, Inc. and the Joseph W. Jones Ecological Research Center for 2011 was $9,035,976 of which $8,502,000 was the board-approved internally funded budget and $533,976 was to be funded from outside grants. The major source of funding for this budget was a grant from the Robert W. Woodruff Foundation in the amount of $7,500,000.
All divisions of Ichauway operated within budget in 2011. Expenses for Research and support activities were $3,280,483. Conservation and Land Management expenses were $2,037,424. The expenses for Education and Outreach activities were $514,943. Expenses for Administration, Maintenance and Operations were $2,841,356, which also includes overall Center operating expenses such as taxes, electric power and insurance costs.
12 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
APPENDIX
DIRECTOR’S 2011 ANNUAL REPORT to the TRUSTEES OF ICHAUWAY, INC.
Dr. KayKay Kirkman presentspresents to USFS Chief Tom Tidwell at Native Seed Garden Photo by Richard T. Bryant
I Publications, Presentations and Grants 14 II Education and Outreach Activities 29 III Graduate Students 32 IV Scientifi c Advisory Committee 36 V Staff 37 VI Jones Center Guest Seminars 40
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Publications, Presentations and Grants
2011 “In Press” Articles
Allums, S. E., S. P. Opsahl, S. W. Golladay, D. W. Hicks and L. M. Conner. Nitrate concentrations in springs fl owing into the Lower Flint River Basin, Georgia U.S.A. Journal of the American Water Resources Association (JAWRA) 1-16. DOI: 10.1111/j.1752-1688.2011.00624.x. pdf.
Averill-Murray, R., L. Allison and L. L. Smith. Nesting and reproductive output among North American tortoises. In: D. Rostal, H. R. Mushinsky and E.D. McCoy (eds.), Biology and Conservation of North American Tortoises, University of California Press.
Batzer, D., F. Day and S. W. Golladay. Southeastern swamp complexes. In: D. A. Batzer, and A. H. Baldwin (eds.). Wetland Habitats of North America: Ecology and Conservation Concerns. University of California Press, Berkeley, California.
Boring, L. R., K. J. Elliott and T. W. Swank. Successional forest dynamics: 20 years following clearcutting. In W. T. Swank (ed.). Forest watershed ecosystem recovery. Oxford University Press.
Creech, M. N., L. K. Kirkman and L. A. Morris. Alteration and recovery of slash pile burn sites in the restoration of a fi re-maintained ecosystem. Restoration Ecology. DOI: 10.1111/j.1526-100x.2011.00780.x. pdf.
Edwards, L., J. Ambrose and L. K. Kirkman. Natural Communities of Georgia. University of GA Press, Athens, GA.
Ford, C. R., J. D. McGee, F. Scandellari, E. A. Hobbie and R. J. Mitchell. Long- and short-term precipitation effects on soil CO2 effl ux and total belowground carbon allocation. Agricultural and Forest Meteorology 156:54-64.
Hiers, J. K., R. J. Mitchell, A. Barnett, J. W. Walters, M. Mack, B. Williams and R. Sutter. The Dynamic Reference Concept: Measuring restoration success in a rapidly changing no-analogue future. Ecological Restoration 30:27-36.
Howze, J. M., and L. L. Smith. Factors infl uencing eastern kingsnake diel activity. Copeia.
Jones, D. D., L. M. Conner, R. J. Warren and G. O. Ware. Effects of a supplemental food source and nest density on success of artifi cial ground nests. Proceedings of the Southeastern Association of Fish and Wildlife Agencies 64:56-60.
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Karmacharya, B., J. A. Hostetler, L. M. Conner, G. Morris and M. K. Oli. Longleaf pine management practices and their impact on small mammal populations. Forest Ecology and Management 271: 140-146.
Kirkman, L. K., L. L. Smith and S. W. Golladay. Southeastern depressional wetlands. In: D. A. Batzer and A. H. Baldwin (eds.). Wetland habitats of North America: Ecology and Conservation Concerns. University of California Press, Berkeley, California.
Kirkman, L. K., L. L. Smith, P. F. Quintana-Ascencio, M. J. Kaeser, S. W. Golladay, and A. L. Farmer. Is species richness congruent among taxa? Surrogacy, complementarity and environmental correlates among three disparate taxa in geographically isolated wetlands. Ecological Indicators 18:131-139. pdf.
Linehan, J. M., K. M. Stohlgren, E. M. Schlimm and L. L. Smith. Dispersal patterns of neonate timber rattlesnakes (Crotalus horridus) in southwestern Georgia. Journal of Herpetology.
Loudermilk, E. L., J. J. O’Brien, R. J. Mitchell, W. P. Cropper Jr., J. K. Hiers, S. Grunwald and J. Grego. Linking complex fuel behavior at fi ne scales. International Journal of Wildland Fire.
Martin, G. I., L. K. Kirkman and J. Hepinstall-Cymerman. Mapping geographically isolated wetlands in the Dougherty Plain, Georgia, USA. Wetlands 32:149–160. pdf
Miller, G. J., L. L. Smith, S. A. Johnson and D. Franz. Home range and habitat selection in the Florida pine snake (Pituophis melanoleucus mugitus). Copeia.
Rugel, K., C. R. Jackson, J. J. Romeis, S. W. Golladay, D. W. Hicks and J. F. Dowd. Effects of irrigation withdrawals on streamfl ows in a karst environment: Lower Flint River Basin, Georgia, USA. Hydrological Processes 26:523-534. pdf
Runion, G. B., J. R. Butnor, S. A. Prior, R. J. Mitchell and H. H. Rogers. Effects of
atmospheric CO2 enrichment on soil CO2 effl ux in a young Longleaf Pine system. International Journal of Agronomy.
Smith, L. L., S. K. Hoss, K. Wheeler, and S. Varner. Farancia erytrogramma (Rainbow snake). Herpetological Review.
Smith, L. L., D. A. Steen, L. M. Conner and J. Rutledge. Effects of predator exclusion on nest and hatchling survival in the gopher tortoise. Journal of Wildlife Management.
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Steen, D. A., M. Baragona, C. W. McClure, K. C. Jones and L. L. Smith. Population structure and morphology of a small population of Loggerhead Musk Turtles (Sternotherus minor minor) in Okaloosa County, Florida. Florida Field-Naturalist.
Steen, D. A., C. Guyer and L. L. Smith. Relative abundance in snakes: A case study. Pages 287-294 in R. W. McDiarmid, M. S. Foster, C. Guyer, J. W. Gibbons and N. Chernoff (eds.). Reptile Biodiversity, Standard Methods for Inventory and Monitoring. University of California Press, Berkeley, California. © 2012 by the Regents of the University of California. pdf.
Steen, D. A., C. J. W. McClure, J. C. Brock, D. C. Rudolph, J. B. Pierce, J. R. Lee, W. J. Humphries, B. B. Gregory, W. B. Sutton, L. L. Smith, D. L. Baxley, D. J. Stevenson and C. Guyer. Landscape level infl uences of terrestrial snake occupancy within the southeastern United States. Ecological Applications.
Stuble, K. L., L. K. Kirkman, C. R. Carroll and N. J. Sanders. Relative effects of disturbance on red imported fi re ants and native ant species in a longleaf pine ecosystem. Conservation Biology 25:618-622.
Webster, J. R., E. G. Benfi eld, S. W. Golladay and M. E. McTammany. Recovery of particulate organic matter dynamics in a stream draining a logged watershed-a pressing situation. In W. T. Swank (ed.). Forest watershed ecosystem recover. Oxford University Press.
2011 Published Refereed Journal Articles
Atkinson, C. L., M. R. First, A. P. Covich, S. P. Opsahl and S. W. Golladay. 2011. Suspended material availability and fi ltration–biodeposition processes performed by a native and invasive bivalve species in streams. Hydrobiologia 667:191-204. pdf.
Atkinson, C. L., S. W. Golladay and M. R. First. 2011. Water quality planktonic microbial assemblages of isolated wetlands in an agricultural landscape. Wetlands 31:885-894. pdf.
Buckner, E. A., M. S. Blackmore, S. W. Golladay and A. P. Covich. 2011. Weather and landscape factors associated with adult mosquito abundance in southwestern Georgia, U.S.A. Journal of Vector Ecology 36:269-278. pdf.
Clinton, B. D., C. A. Maier, C. R. Ford and R. J. Mitchell. 2011. Transient changes in transpiration, and stem and soil CO2 effl ux in longleaf pine (Pinus palustris Mill.) following fi re-induced leaf area reduction. Trees 25:997-1007. pdf.
Conner, L. M., S. B. Castleberry and A. M. Derrick. 2011. Effects of mesopredators and prescribed fi re on hispid cotton rat survival and cause-specifi c mortality. Journal of Wildlife Management 75:938-944. pdf.
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Hoss, S. K., G. W. Schuett, R. L. Earley and L. L. Smith. 2011. Reproduction in male Crotalus adamanteus (Eastern Diamond-backed Rattlesnake): Relationship of plasma testosterone to testis and kidney dimensions and the mating season. Southeastern Naturalist 10:95-108. pdf.
Kirkman, L. K., E. A. Whitehead, S. W. Golladay, L. L. Smith and S. P. Opsahl. 2011. A research framework for identifying potential linkages between isolated wetlands and disease ecology. Ecological Research 26:875-883. pdf.
Loudermilk, E. L., W. P. Cropper, Jr., R. J. Mitchell and H. Lee. 2011. Longleaf pine (Pinus palustris) and hardwood dynamics in a fi re-maintained ecosystem: A simulation approach. Ecological Modelling 222:2733-2750. pdf.
Morris, A. D., D. A. Miller and L. M. Conner. 2011. A comparison of ultrasonic detectors and radiotelemetry for studying bat-habitat relationships. Wildlife Society Bulletin 35:469-474. pdf.
Morris, A. D., D. A. Miller and L. M. Conner. 2011. Home range size of evening bats (Nycticeius humeralis) in southwestern Georgia. Southeastern Naturalist 10:85-94. pdf.
Morris, G., L. M. Conner and M. K. Oli. 2011. Effects of mammalian predator exclusion and supplemental feeding on space use by hispid cotton rats. Journal of Mammalogy 92:583-589. pdf.
Morris, G., J. A. Hostetler, L. M. Conner and M. K. Oli. 2011. Effects of prescribed fi re, supplemental feeding and mammalian predator exclusion on hispid cotton rat populations. Oecologia 167:1005-1016. pdf.
Morris, G., J. A. Hostetler, M. K. Oli and L. M. Conner. 2011. Effects of predation, fi re, and supplemental feeding on populations of two species of Peromyscus mice. Journal of Mammalogy 92:934-944. pdf
Sargent, L. W., S. W. Golladay, A. P. Covich and S. P. Opsahl. 2011. Physicochemical habitat association of a native and non-native crayfi sh in the lower Flint river, Georgia: Implications for invasion success. Biological Invasions 13:499- 511. pdf.
Sterrett, S. C., L. L. Smith, S. W. Golladay, S. H. Schweitzer and J. C. Maerz. 2011. The conservation implications of riparian land use on river turtles. Animal Conservation 14:38-46.
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Books, Published Proceedings, Outreach and Other Publications
Golladay, S. W., E. Vedas, M. Blackmore and N. Smith. 2011. A comparison of Gulf Coastal Plain isolated wetlands: water quality and larval mosquito populations in agricultural and reference sites. Proceedings of the 2011 Georgia Water Resources Conference, held April 11-13, 2011, at the University of Georgia, Athens, Georgia. http://gawrc.org/2011proceedings.html pdf.
McIntyre, R. K. Medway Plantation conservation land management. White paper to The Nature Conservancy of South Carolina and Medway Plantation.
Pedrono, M. and L. L. Smith. 2011. Overview of the natural history of Madagascar’s endemic tortoises and freshwater turtles: Essential components for effective conservation. In: Turtles on the Brink in Madagascar: Proceedings of two workshops on the status and conservation of Malagasy Tortoises and Freshwater Turtles. Chelonian Research Monographs.
Rugel, K., S. W. Golladay and C. R. Jackson. 2011. Identifying groundwater/ stream interaction in the lower Flint River Basin using multiple stream parameters and remote sensing data sets. Proceedings of the 2011 Georgia Water Resources Conference, held April 11-13, 2011, at the University of Georgia, Athens, Georgia. http://gawrc.org/2011proceedings.html. pdf.
Sargent, L. W., S. W. Golladay, A. P. Covich and S. P. Opsahl. 2011. Physicochemical habitat association of a native and non-native crayfi sh in the lower Flint River, Georgia: Implications for invasion success. Biological Invasions 13:499- 511.
Schlimm, E. M., K. M. Stohlgren, J. M. Linehan and L. L. Smith. 2011. Crotalus horridus (Timber Rattlesnake). Neonate growth. Herpetological Review 42:98. pdf.
Smith, N. D. and S. W. Golladay. 2011. Coleoptera indicator species in wet vs. dry climate regimes in three southwestern Georgia wetland types. Proceedings of the 2011 Georgia Water Resources Conference, held April 11-13, 2011, at the University of Georgia, Athens, Georgia. http://gawrc.org/2011proceedings.html. pdf.
Sterrett, S. 2011. Impact of agricultural land use on stream dwelling turtles. Herpetological Review 42:134. pdf.
Steen, D. A., J. A. Stiles, S. H. Stiles, C. Guyer, J. B. Pierce, D. C. Rudolph and L. L. Smith. 2011. Regina rigida (Glossy Crayfi sh Snake). Terrestrial movement. Herpetological Review 42:102. pdf.
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Stevenson, D. J., K. M. Stohlgren, E. M. Schlimm, J. M. Bauder, M. P. Wallace, Sr. and W. Taylor. 2011. Additional geographic distribution records for amphibians and reptiles from Georgia, USA. Herpetological Review 42:255-257.
Presentations and Abstracts
Boring, L. R., R. S. Taylor, S. Cathey and T. Sinclair. Growth and nitrogen fixation activity of native legumes in response to light levels under longleaf pine canopies. Ecological Society of America Annual Meeting, Austin, Texas. Poster presentation.
Botello, G., S. W. Golladay and A. Covich. Larval mosquito distribution and development in isolated wetlands of Southwest Georgia. Odum School of Ecology Graduate Student Symposium, University of Georgia, Athens, Georgia. Oral Presentation.
Cherry, M. J. and S. B. Castleberry. University of Georgia-The Wildlife Society (UGA- TWS) Dove Field Program. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Cherry, M. J., L. M. Conner, J. C. Rutledge, L. L. Smith and R. J. Warren. White- tailed deer behavioral response to predator exclusion. The Wildlife Society 18th Annual Conference, Waikoloa, Hawaii. Poster presentation.
Cherry, M. J., L. M. Conner, R. J. Warren. Coyote foraging behavior and impact on wild turkey and white-tailed deer production. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Cherry, M. J., L. M. Conner and R. J. Warren. Coyote foraging behavior and impact on wild turkey and white-tailed deer production progress report. Georgia Department of Natural Resources, Wildlife Resources Division Research Meeting, Rum Creek, Georgia. Oral presentation.
Cherry, M. J., L. M. Conner and R. J. Warren. Coyote foraging behavior and impact on white-tailed deer recruitment in southwestern Georgia. Deer Management Research Group Meeting, Norcross, Georgia. Oral presentation.
Colbert, D., R. J. Warren, M. J. Chamberlain and L. M. Conner. Seasonal gobbling chronology in hunted and non-hunted wild turkey populations in southwestern Georgia. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Conner, L. M. and L. L. Smith. Effi cacy of predator control to enhance wild prey populations: some practical considerations. The Wildlife Society 18th Annual Conference, Waikoloa, Hawaii. Poster presentation.
Appendix I 19 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Giencke, L. M., L. K. Kirkman, S. B. Jack, R. J. Mitchell. Initial ground cover recovery following silvicultural treatments in a Longleaf Pine forest. Natural Areas Conference, Tallahassee, Florida. Poster presentation.
Giencke, L., L. K. Kirkman, R. J. Mitchell and S. B. Jack. Ground cover recovery following silvicultural treatments in a longleaf pine forest. Natural Areas Conference, Tallahassee, Florida. Poster presentation.
Gleim, E., G. Zemstova, L. M. Conner, M. Levin and M. Yabsley. Effects of long-term prescribe burning on ticks and tick-borne pathogen prevalence. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Gleim, E., G. Zemstova, L. M. Conner, M. Levin and M. Yabsley. Tick-borne pathogen prevalence in southwest Georgia and the effects of long-term prescribed burning on risk of tick-borne disease in humans: An ongoing study. Graduate Student Symposium, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Oral presentation
Gleim, E., G. Zemstova, L. M. Conner, M. Levin and M. Yabsley. Tick seasonality and tick-borne pathogen prevalence in southwest Georgia: Providing tools to better determine risk to human public health in a region dominated by prescribed burning. The Annual Southeastern Society of Parasitologists Meeting at Unicoi State Park, Helen, Georgia. Oral presentation.
Golladay, S. W. and D. W. Hicks. Hydrologic change in the lower Flint River Basin: Spring Creek and Ichawaynochaway Creek. Flint River Keeper Board of Directors, Southern Georgia Technical College, Americus, Georgia. Oral presentation.
Golladay, S. W. and D. W. Hicks. Hydrologic change in the lower Flint River Basin: Implications for conservation. Lower Flint Conservation Workshop, Albany, Georgia. Oral presentation.
Golladay, S.W., G. Martin, L.K. Kirkman, J. Hepinstall-Cymerman. Using landscape development index (LDI) to assess isolated wetland condition in agricultural landscapes of the US Gulf Coastal Plain. North American Benthological Society (NABS) Annual Meeting, Providence, Rhode Island. Oral presentation.
Golladay, S.W., E. Vedas, M. Blackmore and N. Smith. A comparison of Gulf Coastal Plain isolated wetlands: Water quality and larval mosquito populations. Georgia Water Resources Conference, Athens, Georgia. Oral presentation.
Hicks, D. W. Achieving water resources sustainability through the stakeholder process. Leadership Georgia, Camilla, Georgia. Oral presentation.
Appendix I 20 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Hicks, D. W. Georgia’s water resources and our mangement challenges. Institute for Georgia Environmental Leadership, Albany, Georgia. Oral presentation.
Hicks, D. W. Hydrologic overview and alterations in the L Flint River Basin. Land Conservation Workshop, Albany, Georgia. Oral presentation.
Hicks, D. W. Impact of irrigation withdrawals on hydrology of lower Flint River. Lower Flint and Ochlockonee Water Planning Council, Camilla, Georgia. Oral presentation.
Hicks, D. W. Protected stream corridors in the Lower Flint River Basin through efforts of Alb-Dougherty Greenspace Advisory Committee. Dougherty County Commission, Albany, Georgia. Oral presentation.
Hicks, D. W. Use of Flow Duration Curves to Evaluate Flow Alterations in the ACF Basin. ACF Stakeholders. Lake Eufala, Alabama. Oral presentation.
Howze, J. M., D.A. Steen and L. L. Smith. Ecology of the Eastern Kingsnake in Southwest Georgia. Tall Timbers Lunch Bunch Seminar, Tallahassee, Florida. Oral presentation.
Howze, J. M., D. A. Steen and L. L. Smith. Ecology of the Eastern Kingsnake in Southwest Georgia. The Wildlife Society 18th Annual Conference, Waikoloa, Hawaii. Oral presentation.
Howze, J. M., K. M. Stohlgren, E. M. Schlimm and L. L. Smith. Dispersal of Timber Rattlesnakes in the southeastern Coastal Plain. Gopher Tortoise Council, Orlando, Florida. Oral presentation.
Jansen, N., J. D. McGee, S. B. Jack and R. J. Mitchell. Impacts of skidder traffic on soils and seedling growth in a Longleaf Pine forest. Ecological Society of America Annual Meeting, Austin, Texas. Poster presentation.
Jack, S. B., R. J. Mitchell, N. A. Jansen and J. D. McGee. Silviculture that sustains and restores native biodiversity of Longleaf Pine grasslands: A long-term project examining legacies, fi re and recovery period. The 16th Biennial Southern Silvicultural Research Conference, Charleston, South Carolina. Poster presentation.
Jack, S. B., R. J. Mitchell, L. K. Kirkman, N. A. Jansen, J. D. McGee and M. J. Kaeser. Silviculture in longleaf pine grasslands: Initial results from a long-term study examining legacies, fi re, and recovery periods. North American Forest Ecology Workshop, Roanoke, Virginia. Oral presentation.
Appendix I 21 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Kirkman, L. K., J. K. Hiers, A. Barnett and R. J. Mitchell. Restoration of a longleaf pine ecosystem: Defining components of a dynamic reference model. Ecological Society of America Annual meeting, Austin, Texas. Poster presentation.
Kirkman, L. K., L. L. Smith, P. Quintana-Ascencio, M. J. Kaeser, S. W. Golladay and A. Farmer. Relationship of species richness among taxa in southeastern U.S. isolated wetlands. Society of Wetland Scientists South Atlantic and Mid Atlantic Meeting, Reston, Virginia. Poster presentation.
Martin, K. L. and L. K. Kirkman. Restoration of a species-rich herbaceous wetland community using management to overcome a hardwood threshold and re-establish a fi re feedback in the longleaf pine landscape. North American Forest Ecology Workshop, Roanoke, Virginia. Oral presentation.
McGee, J. D., C. Ford, F. Scandallari, E. Hobbie and R. J. Mitchell. Long and short-
term precipitation effects on soil CO2 effl ux and total belowground carbon allocation. Ecological Society of America Annual meeting, Austin, Texas. Poster presentation.
McGuire, J. L. Gopher tortoise tick ecology in Georgia. Tall Timbers Lunch Bunch Seminar, Tallahassee, Florida. Oral presentation.
McGuire, J. L. Gopher tortoise population health in a changing Georgia landscape. Herpetological Society, The University of Georgia, Athens, Georgia. Oral presentation.
McGuire, J. L., E. A. Miller, L. L. Smith and M. J. Yabsley. Parasites of gopher tortoises (Gopherus polyphemus) in Georgia. Southeastern Society of Parasitologists, Helen, Georgia. Oral presentation.
McGuire, J. L., L. L. Smith, E. Miller and M. J. Yabsley. Parasites of gopher tortoises (Gopherus polyphemus) in Georgia. Graduate Student Symposium, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Oral presentation.
McGuire, J. L., L. L. Smith and M. J. Yabsley. Gopher tortoise ticks (Amblyomma tuberculatum) and a novel Rickettsia from gopher tortoises (Gopherus polyphemus) in Georgia. Gopher Tortoise Council, Orlando, Florida. Oral presentation.
McKee, A., G. L. Green and J. C. Maerz. An activity for teaching undergraduate students about the effects of drift and dispersal on distributions of species and genetic diversity. Graduate Student Symposium, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Oral presentation.
Appendix I 22 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
McKee, A., J. C. Maerz, L. L. Smith and T. C. Glenn. Correlations between and habitat predictors of species and genetic diversity in pond-breeding amphibian communities. Graduate Student Symposium, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Oral presentation.
McKee, A., J. C. Maerz, L. L. Smith and T. C. Glenn. Genetic population structure in two amphibian species with differing vagilities: Implications for metapopulation theory. Ecological Society of America Annual Meeting, Austin, Texas. Oral presentation.
McKee, A., L. L. Smith, J. C. Maerz and T. C. Glenn. Genetic population structure in two pond-breeding amphibian species with differing dispersal capabilities: Opposing inferences regarding metapopulation structure. Southeastern Ecology and Evolution Conference, Auburn University, Auburn, Alabama. Oral presentation.
McKee, A., J. C. Maerz, L.L. Smith and T. C. Glenn. Landscape predictors of genetic diversity in two amphibian species with differing vagilities. Joint Meeting of Ichthyologists and Herpetologists, Minneapolis, Minnesota. Oral presentation.
Mitchell, R. J., J. K. Hiers, L. K. Kirkman, A. Barnett, S. Zeigler, J. Walters and S. Pokswinski. The dynamic reference concept: Refi ning components of recovery in a Longleaf Pine ecosystem. Strategic Environmental Research and Development Program (SERDP). Oral presentation.
Mitchell, R. J., B. Mortazavi, J. J. O’Brien, J. D. McGee, J. J. Hendricks, K. A. Kuehn, R. O. Teskey and D. P. Aubrey. Stored carbohydrates decouple current
photosynthate from soil CO2 effl ux in frequently disturbed ecosystems. Ecological Society of America Annual Meeting, Austin, Texas. Poster presentation.
Perez, C. M., M. J. Chamberlain, R. Warren and L. M. Conner. Movements and habitat use by wild turkey hens and poults in southwestern Georgia as infl uenced by season, prescribed fi res and predation. Wildlife Resources Division for Georgia Department of Natural Resources, Social Circle, Georgia. Poster presentation.
Perez, C. M., L. M. Conner, R. Warren and M. J. Chamberlain. Movements and habitat use by wild turkey hens and poults in southwestern Georgia as infl uenced by prescribed fi res. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Pokswinski, S., L. K. Kirkman, K. Hiers, A. Barnett and R. J. Mitchell. Building a dynamic reference model: Developing tools for managing a changing ecosystem. Natural Areas Conference, Tallahassee, Florida. Poster presentation.
Appendix I 23 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Rugel, K. S. W. Golladay, D. W. Hicks and J. Dowd. Use of remote sesning data and stream chemistry to predict groundwater/stream interaction in a karst region: Lower Flint River Basin, Georgia, USA. Odum School of Ecology Graduate Student Symposium, University of Georgia, Athens, Georgia. Oral presentation.
Rugel, K., S. W. Golladay, and R. Jackson. Combining isotopic and physiochemical analyses with remote sensing imagery to identify groundwater/stream interaction in a karst region. North American Benthological Society (NABS) Annual Meeting, Providence, Rhode Island. Oral presentation.
Rugel, K., S. W. Golladay and R. Jackson. Identifying groundwater/stream interaction in the lower Flint River Basin using multiple stream parameters and remote sensing datasets. Georgia Water Resources Conference, Athens, Georgia. Oral presentation.
Ruttinger, J., L. M. Conner, R. J. Warren and M. J. Chamberlain. Eastern wild turkey gobbler habitat and roost site selection in southwestern Georgia. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Scott, J., S. Castleberry, R. Warren and L. M. Conner. Using empirically-based habitat modeling to predict management outcomes for northern bobwhite. Graduate Student Symposium, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Oral presentation.
Shivers, S., S. P. Opsahl and A. P. Covich. Leaching and bioavailability of dissolved organic carbon among freshwater autotrophic macrophytes. Odum School of Ecology, University of Georgia, Athens, Georgia. Oral presentation.
Shivers, S., S. P. Opsahl and A. P. Covich. The diel and seasonal effects of submerged aquatic vegetation on nutrient dynamics and organic carbon bioavailability in a southeastern reservoir. Ecological Society of America Annual Meeting, Austin, Texas. Oral presentation.
Smith, L. L. Burrow scoping accuracy and tracking methods for juvenile gopher tortoises. Gopher Tortoise Council, Orlando, Florida. Poster presentation.
Smith, N. and S. W. Golladay. Coleoptera indicator species in wet versus dry climate regimes in three southwestern Georgia wetland types. Georgia Water Resources Conference, Athens, Georgia. Oral presentation.
Smith, N. and S.W. Golladay. Wetland hydrology and aquatic macroinvertebrate assemblages in three types of seasonally inundated wetlands. North American Benthological Society (NABS) Annual Meeting, Providence, Rhode Island. Oral presentation.
Appendix I 24 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Smith, L. L. and J. M. Howze. Amphibian persistence in isolated wetlands in an agricultural landscape. Ecological Society of America Annual Meeting, Austin, Texas. Poster presentation.
Steen, D. A. Landscape level infl uences of terrestrial snake occupancy within the southeastern United States. Alabama Partners in Amphibian and Reptile Conservation (PARC) Annual Meeting, Nauvoo, Alabama. Oral presentation.
Steen, D. A. Restoration ecology of small vertebrates in Longleaf Pine forests. Strategic Environmental Research and Development Program (SERDP), Knowledge Transfer Meeting, Niceville, Florida. Oral presentation.
Steen, D. A. Restoration of reptile assemblages in fi re-suppressed Longleaf Pine sandhills. Alabama Partners in Amphibian and Reptile Conservation (PARC) Annual Meeting, Nauvoo, Alabama. Oral presentation.
Steen, D. A. Terrestrial movements of the red-bellied mudsnake and rainbow snake. Alabama Partners in Amphibian and Reptile Conservation (PARC) Annual Meeting, Nauvoo, Alabama. Poster presentation.
Stuber, S., J. Hepinstall-Cymerman and L. K. Kirkman. Assessing isolated wetlands in the Dougherty Plain, Georgia: Linking past and present land use to current condition. Odum School of Ecology Graduate Student Symposium, University of Georgia, Athens, Georgia. Oral presentation.
Stuber, S., J. Hepinstall-Cymerman and L. K. Kirkman. Using GIS to develop a sampling scheme for assessing the effects of land use on the condition of geographically isolated wetlands in the Dougherty Plain, Georgia. 8th Annual Southern Forestry and Natural Resource Management GIS (SOFORGIS) Conference Athens, Georgia. Oral presentation, given by Dr. Jeff Hepinstall-Cymerman in lieu of Stribling Stuber.
Whelan, A., G. Starr, R. Mitchell, J. D. McGee, C. L. Staudhammer and J. Wright. Effects of the interactions of fi re and water on Longleaf Pine carbon dynamics. 2nd Annual Frontiers in Biology Research Colloquim, Tuscaloosa, Alabama. Poster presentation.
Whelan, A., G. Starr, R. Mitchell, J. D. McGee, C. L. Staudhammer, J. Wright and H. Loescher. The role of prescribed fi re on longleaf pine carbon dynamics along an edaphic moisture gradient. Department of Energy, AmeriFlux/NACP, All Investigators Meeting, New Orleans, Louisiana. Poster presentation.
Appendix I 25 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Williams, M. M., C. M. Perez, J. A. Ruttinger, D. S. Colbert, M. J. Chamberlain, L. M. Conner and R. J. Warren. Effects of growing season prescribed fi re on wild turkey nesting ecology and poult survival in southwest Georgia. Georgia Chapter of The Wildlife Society, Fall Meeting, University of Georgia, Athens, Georgia. Oral presentation.
Professional Seminars, Guest Lectures and Special Programs
Conner, L. M. Predation in the fi re forest. University of Florida, Gainesville, Florida. Invited seminar.
Conner, L. M. The importance of hardwood trees in the longleaf pine forest for Sherman’s fox squirrels. Sandhills Working Group, Tallahassee, Florida. Invited presentation.
Golladay, S.W. Changes in stream fl ow in the ACF Basin in response to human development: A comparison of regulated and unregulated rivers. University of Oklahoma Department of Zoology Seminar, Norman, Oklahoma. Invited presentation.
Golladay, S. W. We are in a drought: The view from the lower Flint River. National Oceanic and Atmospheric Administration/National Integrated Drought Information System (NOAA/NIDIS) Drought Update. Lake Lanier Islands Resort, Buford, Georgia. Invited presentation.
Jack, S. B. Ecological forestry: Basic concepts. The Ecological Forestry on Military Lands Workshop at the Department of Defense Sustaining Military Readiness Conference, Nashville, Tennessee. Invited oral presentation.
Jack, S. B. Ecological forestry: Concepts and examples in Longleaf Pine forests. Southeastern Chapter of the Society for Ecological Restoration 2011 Symposium, Quincy, Florida. Invited keynote presentation.
Jack, S. B. Silviculture to restore pine grasslands in the Southeast: Trees, ground cover and time. The Forest Restoration as a Dynamic Process: Concept and Application in Temperate Forests Symposium held during the Society for Ecological Restoration 2011 World Conference, Merida, Yucatan, Mexico. Invited presentation.
Smith, L. L. Forestry considerations for threatened and endangered reptiles and amphibians. Flint River Chapter of Society of American Foresters, Albany, Georgia. Invited presentation.
Smith, L. L. Gopher tortoise research priorities workshop. Gopher Tortoise Council, Orlando, Florida. Invited seminar.
Appendix I 26 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Smith, L. L. Monitoring methods for the outdoor classroom. Southwest Georgia Regional Education Service Agency, Camilla, Georgia. Invited seminar.
Externally Funded Projects
Boring, L. R. and R. D. Sutter. Coordination of Eglin working group for ecosystem management. U.S. Department of Agriculture, Forest Service Southern Research Station. August 09, 2010 – June 30, 2011. $20,159. Received in 2011, $20,159.
Conner, L. M. Breeding bird response to longleaf pine restoration. National Wild Turkey Federation. February 22, 2011 – December 31, 2016. $35,700. Received in 2011, $11,700.
Conner, L. M. Effects of hunting on gobbling chronology. National Wild Turkey Federation. August 17, 2010 – December 31, 2011. $9,974. Did not receive any funds in 2011.
Conner, L. M. The effect of removal of novel stimuli on trapping success of coyotes (canis latrans) in Southwestern Georgia. Mississippi State University. June 24, 2010 – September 30, 2011. $10,000. Received in 2011, $10,000.
Hicks, D. W. Grand Bay-Banks Lake long-term wetland evaluation. U.S. Army, Moody AFB. April 1, 2009 – December 31, 2013. $104,644. Received in 2009, $14,531. Received in 2010, $19,086. Received in 2011, $18,675.
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, 2012. $196,500. Did not receive any funds in 2011.
Kirkman, L. K., R. K. McIntyre and L. M. Conner. Enhancing longleaf ecosystem understory. National Fish and Wildlife Foundation. October 31, 2007 – June 31, 2011. $82,000. Received in 2008, $923. Received in 2011, $19,921.
McIntyre, R. K. and S. B. Jack. Collaborative management and restoration of longleaf pine in lowcountry South Carolina. The Nature Conservancy. February 2, 2009 – December 31, 2011. $53,423. Received in 2011, $12,400.
Mitchell, R. J., E. A. Hobbie and C. R. Ford. Does increased precipitation alter belowground allocation and carbon storage by fi ne roots and mycorrhizai fungi in pine savannas? DOE, National Institute for Climate Change Research, Duke University. March 1, 2008 – November 30, 2011. $375,000. Received in 2011, $23,898.
Appendix I 27 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Mitchell, R. J., L. K. Kirkman, L. M. Conner, L. L. Smith, J. Priddy, P. Yates, M. C. Mack, J. R. Walters and R. D. Sutter. Developing dynamic reference models and a decision support framework for southeastern ecosystems: An integrated approach. Strategic Environmental Research and Development Program. March 26, 2009 – March 25, 2014. $1,351,138. Received in 2011, $344,888.
Smith, L. L. Characterization and co-management of potential food safety risks from wildlife in riparian and wetland habitats near fresh produce fi elds. Western Institute for Food Safety, University of California, Davis. March 24, 2011 – December 31, 2011. $13,026.
Smith, L. L. Linkages between upland habitat condition , burrowing vertebrates, and snake richness on protected areas in Georgia. Georgia Department of Natural Resources. July 15, 2011 – August 31, 2013. $5,810. Did not receive any funds in 2011.
Smith, L. L. and J. M. Stober. Gopher tortoise surveys and population evaluation. Georgia Department of Natural Resources. May 01, 2010 – August 31, 2011. $81,852. Received in 2011, $56,966.
Smith, L. L. Warbick Farms tortoise survey. U.S. Fish and Wildlife Service, Tall timbers Research Station. February 10, 2011 – September 30, 2011. $2,343. Received in 2011, $2,343.
Longterm Research Internally Funded Projects
Conner, L. M. and L. L. Smith. The ecological role of mesopredators, the effects of mesopredator control and habitat approaches for managing predation.
Golladay, S. W., L. L. Smith and D. W. Hicks. Hydrologic variation and human development in the lower Flint River Basin: An ongoing landscape-scale experiment.
Kirkman, L. K., S. W. Golladay, L. L. Smith and D. W. Hicks. Depressional wetlands in the coastal plain landscape: Maintenance of regional biological diversity.
Mitchell, R. J., S. B. Jack, R. K. McIntyre, L. K. Kirkman and L. M. Conner. Ecological forestry project: Silviculture that sustains and restores native biodiversity of pinelands in the Southeastern Coastal Plain: Legacies, fi re and recovery periods.
Mitchell, R. J., L. K. Kirkman, L. R. Boring and L. M. Conner. Productivity and biodiversity patterns: Controls in a southeastern coastal plain landscape (the forest productivity project).
Appendix I 28 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Education and Outreach Activities On-site Activities
University Class Visits
Abraham Baldwin Agricultural College. A one-day fi eld tour focusing on hydrology. (23)
Arkansas Tech University. A two-day fi eld tour focusing on forest ecology. (11)
Emory University. A three-day fi eld experience focusing on longleaf pine ecology, con- servation biology, and management. (16)
University of Georgia. A week-long Maymester short course in fi re ecology. (15)
University of Georgia. A two-day fi eld tour focusing on herpetology. (23)
University of Georgia. A week-long Maymester short course in wildlife ecology. (16)
University of Georgia. A two-day fi eld experience focusing on mammalogy. (23)
University of Florida. A two-day fi eld experience focusing on longleaf pine manage- ment and restoration. (24)
Natural Resource Conservation
Apalachicola-Chattahoochee-Flint Stakeholders and The University Collaborative. A two-day meeting to identify and evaluate institutional models that would allow for effective multi-state planning and management of the ACF basin. (19)
Army Installation Management Command Southeastern Red-cockaded Woodpecker Workshop. A three-day workshop for biologists, foresters, and range managers from Army installations across the southeastern U.S. (41)
Carol Denhoff. A one-day meeting to arrange details for the Understory Restoration Workshop. (1)
Freshwater Mussel Workshop. A four-day training workshop focusing on fi eld survey techniques and identifi cation of freshwater mussels. (20)
Georgia Forestry Commission Board. A two-day visit including a Board meeting and educational sessions on the Center’s wildlife research, carbon sequestration research, longleaf pine restoration, and water policy and planning issues. (14)
Appendix II 29 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Georgia Prescribed Fire Council. A one-day meeting of the steering committee. (10)
High Lonesome Ranch. A two-day visit to learn about the structure of our programs and how this might inform their formation of the High Lonesome Institute. (6)
Institute for Georgia Environmental Leadership (IGEL). A one-day fi eld tour focusing on prescribed fi re and water resources issues. (39)
Internal Prescribed Fire Course. A one-day course focusing on prescribed fi re for Jones Center employees and graduate students. (13)
Landowner Field Day. A one-day workshop focusing on fi re management and long- leaf pine. (44)
Longleaf Alliance Meeting. A two-day visit including a strategic planning meeting and fi eld tour focused on the Center’s longleaf management and restoration activities. (13)
National Prescribed Fire Training Center. A one-day fi eld tour focusing on prescribed fi re use in the southeastern U.S. (35)
NRCS Native Warm Season Grasses Workshop. A three-day workshop focusing on native grasses identifi cation. (21) US Forest Service Chief and Regional Forester. A two-day fi eld tour focusing on the Center’s work with longleaf ecology, management and restoration. (2)
Pineland Plantation. A one-day fi eld tour focusing on longleaf restoration on Ichau- way. (4)
The Nature Conservancy of Georgia. A one-day fi eld tour focusing on various long- leaf ecosystem restoration techniques. (4)
The Rotary Foundation. A one-day fi eld tour focusing on our research program and longleaf ecology. (6)
Tyndall Air Force Base. A one-day fi eld tour focusing on conversion of slash pine stands to longleaf pine as well as other restoration projects. (2)
Understory Restoration Workshop. A three-day workshop focusing on plant identifi cation, wildlife usage, seed production operations, restoration techniques and management methods. (20)
University of Georgia Alumni Society Executive Committee. A one-day visit including a board meeting and a fi eld tour. (22)
Appendix II 30 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
USDA Wildlife Services. A four-day visit including a meeting on techniques training and a fi eld tour focusing on the Center’s ongoing predator research projects. (26)
USFWS Ecological Forestry Workshop. A three-day workshop for U.S. Fish and Wildlife Service refuge managers from across the Southeast. (17)
Yawkey Foundation. A one-day visit to learn about the Center’s programmatic development. (3)
Public Relations
Columbus Museum. A three-day visit to fi lm for an exhibition that explores the relationship between Southerners and the land. (2)
Open House. A one-day open house of Jones Center facilities. (800)
Appendix II 31 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Graduate Students
Graduated 2011
Stored carbon decouples soil CO2 effl ux in chronically Doug Aubrey disturbed ecosystems. (University of Georgia, Ph.D., R. J. Mitchell)
A fast-running physics-based model for coupled atmosphere Jesse Canfi eld fi re behavior. (Florida State University, Ph.D., R. J. Mitchell)
Fine root herbivory by belowground beetle larvae and Matt Dittler consequences for fi ne root productivity: An assessment of herbivore distribution, temporal dynamics and fi ne root consumption in a longleaf pine-wiregrass ecosystem. (Virginia Tech, M.S., R. J. Mitchell)
Population demography of southern fl ying squirrel in Binab Karmacharya Longleaf Pine ecosystem. (University of Florida, M.S., L. M. Conner)
Developing wildlife habitat models for select species Jason Scott at Fort Bragg. (University of Georgia, Ph.D., L. M. Conner)
Impacts of fi re ants on seed dispersal. Margaret Shearin (University of Georgia, M.S., L. K. Kirkman)
Associations between upland snake assemblages Dave Steen and longleaf pine forests. (Auburn University, Ph.D., L. L. Smith)
Population dynamics and habitat use of shoal bass Andrew Taylor in the Lower Flint River, Georgia. (University of Georgia, M.S., S. W. Golladay)
Appendix III 32 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Current 2011 Projects
Spatiotemporal investigation of larval moquitoes and their Gina Botello basal food resources in isolated reference and agricultural wetlands of southwestern Georgia. (University of Georgia, M.S., S. W. Golladay)
Coyote foraging behavior, density dependent spatial Michael Cherry distribution, and impact on white-tailed deer recruitment in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
Seasonal gobbling chronology in hunted and non-hunted Derek Colbert eastern wild turkey populations in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
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)
Wildlife linkages between isolated wetlands and waters Rachel King of the state. (University of Georgia, M.S., L. L. Smith)
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)
Correlations between community diversity and within-species Anna McKee genetic diversity in an amphibian assemblage: Potential processes and implications for conservation management. (University of Georgia, Ph.D., L. L. Smith)
Appendix III 33 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
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. Connrt)
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)
Patterns of snake diversity relative to gopher tortoise Beth Schlimm population size on protected areas in Georgia. (University of Georgia, M.S., L. L. Smith)
The role of submerged aquatic vegetation (Hydrilla verticillata) Stephen Shivers on nutrient dynamics and freshwater aquatic food webs within Lake Seminole. (University of Georgia, Ph.D., S. W. Golladay)
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)
The interaction of soil moisture availability and prescribed fi re Andy Whelan on the exchange of carbon dioxide, energy and water in longleaf pine forests. (University of Alabama, M.S., R. J. Mitchell)
Effects of growing-season prescribed fi re on eastern wild turkey Meg Williams nesting ecology and poult survival in southwestern Georgia. (University of Georgia, M.S., L. M. Conner)
The infl uence of fi re regime on carbon cycling in pine Jenny Wright grassland savannas of the southeastern U.S. (University of Edinburgh, Ph.D., R. J. Mitchell)
Appendix III 34 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Conservation Interns/Apprentices
Phillip “Buck” Booker. 2010-2011. M.S. Warnell School of Forestry and Natural Resources, University of Georgia.
Bradly Bennett. 2011-2012. M.S., Warnell School of Forestry and Natural Resources, University of Georgia.
Allen Simms. 2011-present. B.S., Warnell School of Forestry and Natural Resources, University of Georgia.
Appendix III 35 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Scientifi c Advisory Committee
Dr. Gene E. Likens – Chair (1988- present) Distinguished Senior Scientist, Ecologist Founding Director and President Emeritus Cary Institute of Ecosystem Studies
Dr. Jerry F. Franklin (1988-present) Professor of Ecosystem Management College of Forest Resources University of Washington
Mr. Robert Larimore (2010-present) Natural Resource Specialist US Army Installation Management Command (IMCOM), Southeast Region Fort McPherson, Atlanta, Georgia
Dr. Robert J. Naiman (1993-present) Professor School of Fisheries University of Washington
Dr. Nova Silvy (2010-present) Regents Professor Department of Wildlife and Fisheries Sciences Texas A&M University
Appendix IV 36 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Staff
Scientists
Lindsay R. Boring - Director, Scientist, Forest Ecology Adjunct Associate Professor - University of Georgia Courtesy Professor - University of Florida
L. Michael Conner - Scientist, Wildlife Ecology Adjunct Assistant Professor - University of Georgia Adjunct Assistant Professor - Louisiana State University Adjunct Assistant Professor - Mississippi State University Adjunct Assistant Professor - Utah State University Adjunct Assistant Professor - University of Florida
Stephen W. Golladay - Associate Scientist, Aquatic Ecology Adjunct Associate Professor - University of Georgia
D. Woody Hicks - Scientist, Groundwater Hydrology
Steven B. Jack - Conservation Ecologist, Applied Forest Scientist Affi liate Assistant Professor-Auburn University Courtesy Associate Professor-University of Florida
L. Katherine Kirkman - Associate Scientist, Plant Ecology Adjunct Assistant Professor - University of Georgia Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - University of Florida
Paul V. McCormick - Scientist, Aquatic Ecology
Robert J. Mitchell – Scientist, Forest Ecology and Silviculture Adjunct Associate Professor - University of Georgia Adjunct Associate Professor - Auburn University Adjunct Associate Professor - University of Florida Adjunct Associate Professor - Virginia Tech Adjunct Associate Professor - Florida State University
Lora L. Smith - Associate Scientist, Wildlife Ecology Adjunct Assistant Professor - University of Georgia Courtesy Assistant Professor - University of Florida Affi liate Assistant Professor - Auburn University Adjunct Assistant Professor - Texas A&M University Adjunct Assistant Professor - University of Maine
Appendix V 37 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Research Technicians
Brian A. Clayton - Monitoring Technician II, Groundwater Hydrology
Lisa Giencke. Lead Technician I, Plant Ecology
Noah Jansen – Lead Technician I, Forest Ecology
*Melanie J. Kaeser – Lead Technician II, Plant Ecology
Jennifer M. Linehan – Lead Technician I, Herpetology
*Jason D. McGee – Lead Technician II, Forest Ecology and Silviculture
Jessica C. Rutledge – Lead Technician II, Wildlife Ecology
Nathalie D. Smith – Lead Technician I, Aquatic Ecology
R. Scott Taylor – Lead Technician II, Forest Ecology
Research Support
Stephanie E. Allums – Central Lab Manager
Jean C. Brock - Information Technology Manager
Elizabeth P. Cox - Science Librarian
Noore Ghunaym - Network Manager
Micheal G. Simmons – Database / Data Analyst
Education
Jessica D. McCorvey - Education Program Assistant
R. Kevin McIntyre - Education Coordinator
Conservation
James B. Atkinson, Jr. - Natural Resource Manager
Bobby E. Bass - Conservation Technician II
Appendix V 38 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
*Thomas (Bradley) Bennett. Conservation Intern
*Phillip “Buck” Booker - Conservation Apprentice
Steven B. Jack - Conservation Ecologist
Mark A. Melvin - Conservation Management / Education Technician
Joel L. Rackley - Agricultural Specialist
T. Scott Smith - Assistant Natural Resource Manager
Brandon Rutledge - Conservation Biologist
Allen Simms. Conservation Intern
David C. Varnadoe - Conservation Horticulturist
Maintenance and Operations
Dennis J. Williams - Maintenance Manager
Administration
Lindsay R. Boring - Director
Rosanne B. Bohannon - Procurement Specialist / Accounting Assistant
Cindy C. Craft – Administrative and Human Resource Assistant
Larry E. Ethridge - Security Supervisor
Becky H. Gay – Business Administrator
Jessica A. Kelly - Receptionist
Robert S. Lynch - Accountant
Denise R. McWhorter - Assistant to the Director
*has left the Center
Appendix V 39 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Guest Seminars
Binford, Dr. Michael. Professor, Department of Geography, University of Florida, Gainesville, Florida. Regional carbon exchange and storage and land- ownership changes in the Southeastern U.S. Coastal Plain
Binford, Dr. Michael. Professor, Department of Georgraphy, University of Florida, Gainesville, Florida. Research and travels in Africa: Geographical locations including Uganda, Tanzania, Botswana and Namibia.
Brosi, Dr. Berry J. Assistant Professor, Department of Environmental Studies, Emory University, Atlanta, Georgia. Community feedbacks on pollinator foraging specialization.
Clayton, Dr. Jordan. Assistant Professor, Department of Geosciences, Georgia State University, Atlanta Georgia. Ecological and geomorphic implications of sediment sorting and entrainment in a gravel-bed river.
Clough, Dr. Wayne. Secretary, Smithsonian Institution, Washington, D.C. The new Smithsonian: Global impact, local access. 2011 Distinguished Lecturer.
Craft, Dr. Christopher. Janet Murphy Professor of Rural Land Policy, School of Public and Environmental Affairs, Indiana University, Bloomington, Indiana. Challenges of creating and restoring wetlands in natural, agricultural and urban landscapes.
Gue, Randy. Project Archivist, Robert W. Woodruff Papers, Manuscript, Archives and Rare Book Library (MARBL), Emory University, Atlanta, Georgia. The future belongs to the discontented: The life and legacy of Robert W. Woodruff.
Guyer, Dr. Craig. Professor, College of Science and Mathematics, Auburn University, Auburn, Alabama. An experimental release of eastern indigo snakes at Conecuh National Forest.
Harms, Dr. Kyle. Associate Professor, Department of Biological Sciences, Louisiana State University, Baton Rouge, Louisiana. Mechanisms maintaining high species-diversity in tropical forests.
Ike, Claire. M.S., Warnell School of Natural Resources, University of Georgia, Athens, Georgia. Spatial variability and land use change: Effects on total soil carbon contents in the coastal plain of Georgia.
Appendix VI 40 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Lemmon, Dr. Emily Moriarty. Assistant Professor, Department of Biological Science, Florida State University, Tallahassee, Florida. Behavioral, phylogienetic and genomic approaches to studying speciation in chorus frogs.
McCleery, Dr. Bob. Assistant Professory, Wildlife Ecology and Conservation, University of Florida, Gainesville, Florida. Small mammal conservation in anthropogenic landscapes.
McCormick, Dr. Paul. Chief Scientist, South Florida Water Management District, West Palm Beach, Florida. Managing water for environmental needs in south Florida.
O’Hara, Dr. Kevin. Professor, Department of Environmental Science, Policy and Management, College of Natural Resources, University of California, Berkeley, California. Myths of uneven-aged Silviculture: Implications of fi re-dependent forests.
Poudyal, Dr. Neelam. Assistant Professor, Natural Resource Recreation and Tourism, Warnell School of Forestry and Natural Resources, University of Georgia, Athens, Georgia. Wildland fi re risk and social vulnerability in the Southeast: An exploratory spatial data analysis approach.
Purucker, Dr. Tom. Research Ecologist, Ecosystems Research Division, National Exposure Research Laboratory, U.S. Environmental Protection Agency. Sterol signatures for source tracking of watershed pathogenic contamination.
Rashleigh, Dr. Brenda. Research Ecologist, Ecosystems Research Division, National Exposure Research Laboratory, U.S. Environmental Protection Agency. Fish metacommunity response to future land use and climate scenarios.
Shearin, Margaret. M.S. Student, Odum School of Ecology, Unversity of Georgia, Athens, Georgia. The direct an indirect effects of the red imported fi re ant (Solenopsis invicta) on seed fate in the Longleaf Pine ecosystem.
Smith, Dr. Lora. Wildlife Ecologist, Joseph W. Jones Ecological Research Center, Newton, Georgia. A recent visit to Baly Bay National Park, Madagascar: Home of the rarest tortoise on Earth.
Steen, David. Ph.D. Candidate, Department of Biological Sciences, Auburn University, Auburn, Alabama. Wildlife restoration in fi re-suppressed longleaf pine sandhills.
Appendix VI 41 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c Director’s Report to the Trustees of Ichauway, Inc. April 3, 2012
Taylor, Dr. Chris. Professor, Aquatic Ecology, Department of Natural Resources Management, Texas Tech University, Lubbock, Texas. Long-term effects of altered fl ow regimes: A large-scale perspective.
Appendix VI 42 ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VII-B, Line 5c ROBERT W. WOODRUFF FOUNDATION - #58-1695425 Form 990-PF, Year 2011, Page 6, Part VIII COMPENSATION OF TRUSTEES AND OFFICERS
( c ) ( d ) Contributions to (e) ( a ) Name and Address ( b ) Title Hours Comp Benefit Plans Expenses Per 403b 457b** Insurance 457f** Parking Week Benefits*
TRUSTEES:
James B. Williams Trustee 8 37,500 902 191 Peachtree Street, Suite 3540 Chairman Atlanta, Georgia 30303
James M. Sibley Trustee 1 27,500 902 191 Peachtree Street, Suite 3540 Vice- Atlanta, Georgia 30303 Chairman
Wilton Looney Trustee 1 27,500 902 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
Charles H. McTier Trustee 1 27,500 902 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
E. Jenner Wood, III Trustee 1 27,500 902 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
TOTAL TRUSTEES 147,500 4,510
OFFICERS:
P. Russell Hardin President 23 199,813 8,272 6,687 11,968 13,493 669 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
J. Lee Tribble Treasurer 23 104,567 8,272 6,687 15,946 726 576 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303
Erik S. Johnson Secretary 23 62,011 5,166 4,136 3,346 0 576 191 Peachtree Street, Suite 3540 Atlanta, Georgia 30303 21,710 17,510 31,260 14,219 TOTAL OFFICERS 366,391 84,699 1,821
TOTAL - TRUSTEES & OFFICERS 513,891 89,209 1,821
* Insurance: Trustees - Directors & Officers Liability only Officers - Directors & Officers Liability, Medical, Life, Disabililty, Dental, Workers Compensation and Travel Accident **457b and 457f not expensed and not included in Part I, Line 15 457f - unvested and contingent upon the employee working to a specified age. ROBERT W. WOODRUFF FOUNDATION, INC. - #581695425 990-PF, Year 2011, Page 8, Part X, Line 1e
As of January 1, 2011, the Foundation owned 34,136,323 shares of The Coca-Cola Company common stock. A grant totaling 899,821 shares of stock was given in 2011, reducing the final number of shares to 33,236,502 at December 31, 2011. These represent approximately 1.46% of the total average of 2,284 million shares outstanding which is an insignificant decrease from the 2008 amount evaluated in the attached opinion letter.
The average monthly fair market value of the Foundation's Coca-Cola stock before applying the blockage discount was $2,288,173,708. Based upon the attached opinion letter from SunTrust Robinson Humphrey, the Foundation applied a blockage discount factor of 3.5%.
$2,288,173,708 @ 3.5% = $80,086,080
ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425 Form 990-PF, Year 2011, 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 2011, Page 11, Part XV, Line 3b GRANTS APPROVED FOR FUTURE PAYMENT
Foundation Recipient Status Purpose of Grant Amount Berry College P. O. Box 490039 1 Gates of Opportunity Fund for working students. $5,000,000 Mount Berry, GA 30149-0039
Boys & Girls Clubs of America Support of the Executive Advanced Leadership 1275 Peachtree Street, N.E. 2 Program in the Southeast region. Payable over $320,000 Atlanta, GA 30309 three years.
The Foundation Center Two-year program support and development of 79 Fifth Avenue 1 regional Philanthropy In/Sight Initiative. Payable $325,000 New York, NY 10003-3076 over two years.
Georgia Center for Nonprofits Program support over three years and one-time 100 Peachtree St., N.W. 1 capital support for facility and technology upgrades $350,000 Suite 1500 associated with move. Atlanta, GA 30303
Robert W. Woodruff Arts Center, Inc. Capital needs of the Woodruff Arts Center. 1280 Peachtree St., N.E. 1 $7,500,000 Payable over two years. Atlanta, GA 30309
GRANTS APPROVED FOR FUTURE PAYMENT $13,495,000
Foundation status of recipient: 1 509(a)(1) 2 509(a)(2) 3 509(a)(3), type 1 or 2 only Private operating foundation for which we 4 have expenditure responsibility 5 Government agency
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