Form
Return of Private Foundation
990-PF
Department of the Treasury
Internal Revenue Service
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
For calendar year 2010, or tax year beginning
G Check all that apply:
OMB No. 1545-0052
, and ending
Initial return
Amended return
Initial return of a former public charity
Address change
Final return
Name change
Name of foundation
A Employer identification number
Robert W. Woodruff Foundation, Inc.
Number and street (or P.O. box number if mail is not delivered to street address)
City or town, state, and ZIP code
Atlanta, GA
X
Check type of organization:
58-1695425
Room/suite
50 Hurt Plaza
1200
Operating and Administrative Expenses
1
2
3
4
5a
b
6a
b
7
8
9
10a
b
c
11
12
13
14
15
16a
b
c
17
18
19
20
21
22
23
24
30303
25
26
27
a
b
c
023501
12-07-10
Contributions, gifts, grants, etc., received ~~~
Check | X if the foundation is not required to attach Sch. B
Interest on savings and temporary
cash investments ~~~~~~~~~~~~~~
Dividends and interest from securities~~~~~
Gross rents ~~~~~~~~~~~~~~~~
1.
Net rental income or (loss)
Net gain or (loss) from sale of assets not on line 10
Gross sales price for all
assets on line 6a ~~
~~
11970213.
383227.
73983811.
1.
B Telephone number
4045226755
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
X Cash
I Fair market value of all assets at end of year J Accounting method:
Accrual
(from Part II, col. (c), line 16)
Other (specify)
2694449754. (Part I, column (d) must be on cash basis.)
|$
Analysis
of
Revenue and Expenses
Part I (The total of amounts
(a) Revenue and
(b) Net investment
in columns (b), (c), and (d) may not
expenses per books
income
necessarily equal the amounts in column (a).)
Revenue
H
2010
C If exemption application is pending, check here ~ |
D 1. Foreign organizations, check here ~~ |
2. Foreign organizations meeting the 85% test,
check here and attach computation ~~~~ |
E If private foundation status was terminated
under section 507(b)(1)(A), check here ~ |
F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here•
~|
(d) Disbursements
(c) Adjusted net
for charitable purposes
income
(cash basis only)
N/A
383227.
73983811.
1.
Statement 1
Statement 2
Statement 3
-100315.
0.
~~~~~
Net short-term capital gain ~~~~~~~~~
Income modifications~~~~~~~~~~~~
Capital gain net income (from Part IV, line 2)
Gross sales less returns
and allowances ~~~~
Less: Cost of goods sold ~
Gross profit or (loss) ~~~~~~~~~~~~
Other income ~~~~~~~~~~~~~~~
74266724.
Total. Add lines 1 through 11 ••••••••
526503.
Compensation of officers, directors, trustees, etc. ~~~
252352.
Other employee salaries and wages ~~~~~~
203802.
Pension plans, employee benefits ~~~~~~
Stmt
4
813.
Legal fees ~~~~~~~~~~~~~~~~~
Stmt
5
30271.
Accounting fees ~~~~~~~~~~~~~~
Stmt 6
210750.
Other professional fees ~~~~~~~~~~~
Interest ~~~~~~~~~~~~~~~~~~
Stmt 7
1474552.
Taxes~~~~~~~~~~~~~~~~~~~
Depreciation and depletion ~~~~~~~~~
88656.
Occupancy ~~~~~~~~~~~~~~~~
16162.
Travel, conferences, and meetings ~~~~~~
1382.
Printing and publications ~~~~~~~~~~
Stmt
8
135357.
Other expenses ~~~~~~~~~~~~~~
Total operating and administrative
2940600.
expenses. Add lines 13 through 23 ~~~~~
98150054.
Contributions, gifts, grants paid ~~~~~~~
Total expenses and disbursements.
101090654.
Add lines 24 and 25 ••••••••••••
Subtract line 26 from line 12:
-26823930.
Excess of revenue over expenses and disbursements ~
(if
negative,
enter
-0-)
Net investment income
~~~
Adjusted net income (if negative, enter -0-)••••
LHA For Paperwork Reduction Act Notice, see the instructions.
15410428 352174 0060
74367039.
191005.
99056.
71331.
285.
10595.
210287.
335498.
153296.
132471.
528.
19676.
463.
0.
0.
31030.
5657.
483.
19715.
57626.
10505.
899.
115642.
639444.
826604.
98150054.
639444.
98976658.
73727595.
N/A
Form 990-PF (2010)
1
2010.03000 Robert W. Woodruff Foundati 0060___1
Form 990-PF (2010)
Part II
Robert W. Woodruff Foundation, Inc.
Balance Sheets
Attached schedules and amounts in the description
column should be for end-of-year amounts only.
1 Cash - non-interest-bearing~~~~~~~~~~~~~~~~~~~
2 Savings and temporary cash investments ~~~~~~~~~~~~
3 Accounts receivable
Less: allowance for doubtful accounts
4 Pledges receivable
Less: allowance for doubtful accounts
5 Grants receivable ~~~~~~~~~~~~~~~~~~~~~~~
6 Receivables due from officers, directors, trustees, and other
disqualified persons ~~~~~~~~~~~~~~~~~~~~~~
7 Other notes and loans receivable ~~~~~~~~
Less: allowance for doubtful accounts
8 Inventories for sale or use ~~~~~~~~~~~~~~~~~~~
9 Prepaid expenses and deferred charges ~~~~~~~~~~~~~
10
10a Investments - U.S. and state government obligations Stmt
~~~~~~~
Stmt
11
b Investments - corporate stock ~~~~~~~~~~~~~~~~~
Stmt
12
c Investments - corporate bonds ~~~~~~~~~~~~~~~~~
11 Investments - land, buildings, and equipment: basis ~~
Less: accumulated depreciation ~~~~~~~~
12 Investments - mortgage loans ~~~~~~~~~~~~~~~~~
13 Investments - other ~~~~~~~~~~~~~~~~~~~~~~
21849790.
14 Land, buildings, and equipment: basis
492259.
Less: accumulated depreciation ~~~~~~~~
Statement
13)
15 Other assets (describe
Assets
9
9
9
9
9
9
9
Liabilities
(a) Book Value
(b) Book Value
Page 2
End of year
(c) Fair Market Value
6898.
37070033.
4651.
68816801.
4651.
68816801.
2818.
116465691.
84166808.
86572632.
3266.
126222280.
81840211.
98528336.
3266.
134098232.
2357118618.
104050621.
21357531.
85782.
21357531.
101843.
30243552.
114013.
345728193.
396874919.
2694449754.
27799.
27035.
27799.
27035.
345700394.
396847884.
345700394.
396847884.
345728193.
396874919.
9
9
9
9
16
17
18
19
20
21
22
Total assets (to be completed by all filers) ••••••••••••
Accounts payable and accrued expenses ~~~~~~~~~~~~~
Grants payable ~~~~~~~~~~~~~~~~~~~~~~~~
Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~
Loans from officers, directors, trustees, and other disqualified persons ~~~~
Mortgages and other notes payable ~~~~~~~~~~~~~~~
Statement 14)
Other liabilities (describe
9
9
Net Assets or Fund Balances
58-1695425
Beginning of year
23 Total liabilities (add lines 17 through 22) ••••••••••••
X
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~
25 Temporarily restricted ~~~~~~~~~~~~~~~~~~~~~
26 Permanently restricted ~~~~~~~~~~~~~~~~~~~~~
Foundations that do not follow SFAS 117, check here
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~~~~~~~~~~~~~~~~
9
31 Total liabilities and net assets/fund balances ••••••••••
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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~
2 Enter amount from Part I, line 27a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
See Statement 9
3 Other increases not included in line 2 (itemize)
4 Add lines 1, 2, and 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5 Decreases not included in line 2 (itemize)
9
9
6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 •••••••••••••••
023511
12-07-10
15410428 352174 0060
1
2
3
4
5
6
345700394.
-26823930.
77971420.
396847884.
0.
396847884.
Form 990-PF (2010)
2
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
Capital Gains and Losses for Tax on Investment Income
58-1695425
Form 990-PF (2010)
Part IV
(b) How acquired
P - Purchase
D - Donation
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
1a
b
c
d
e
(c) Date acquired
(mo., day, yr.)
Page 3
(d) Date sold
(mo., day, yr.)
See Attached Statement
(e) Gross sales price
a
b
c
d
e
(f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
11970213.
(h) Gain or (loss)
(e) plus (f) minus (g)
12070528.
-100315.
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69
(j) Adjusted basis
as of 12/31/69
a
b
c
d
e
2 Capital gain net income or (net capital loss)
r
q
s
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
~~~~~~
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).
If (loss), enter -0- in Part I, line 8 ••••••••••••••••••••••••••••••
Part V
(l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col. (h))
(k) Excess of col. (i)
over col. (j), if any
p
m
o
p
m
o
-100315.
-100315.
2
N/A
3
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.
(d)
(a)
(b)
(c)
Distribution ratio
Base period years
Adjusted
qualifying
distributions
Net
value
of
noncharitable-use
assets
(col.
(b)
divided
by col. (c))
Calendar year (or tax year beginning in)
2009
2008
2007
2006
2005
106653838.
116987932.
96066772.
101496896.
101944982.
2006741309.
2224016687.
2335476654.
1987679570.
1961695405.
.053148
.052602
.041134
.051063
.051968
2 Total of line 1, column (d) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2
.249915
3
.049983
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5 ~~~~~~~~~~~~~~~~~~~~~
4
2252166121.
5 Multiply line 4 by line 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5
112570019.
6 Enter 1% of net investment income (1% of Part I, line 27b) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6
737276.
7 Add lines 5 and 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7
113307295.
8 Enter qualifying distributions from Part XII, line 4~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
8
98976658.
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.
023521 12-07-10
15410428 352174 0060
Form 990-PF (2010)
3
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
Page 4
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)
Form 990-PF (2010)
Part VI
p
n
n
n
m
n
n
n
o
1a Exempt operating foundations described in section 4940(d)(2), check here |
and enter "N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary-see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check here |
and enter 1%
1
of Part I, line 27b~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b).
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)~~~~~~~~~
2
3 Add lines 1 and 2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) ~~~~~~~~
4
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~
5
6 Credits/Payments:
1477818.
a 2010 estimated tax payments and 2009 overpayment credited to 2010 ~~~~~~~~
6a
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
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
3266. Refunded | 11
11 Enter the amount of line 10 to be: Credited to 2011 estimated tax |
Part VII-A
1474552.
0.
1474552.
0.
1474552.
1477818.
3266.
0.
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
any political campaign? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? ~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
0. (2) On foundation managers. | $
0.
(1) On the foundation. | $
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation
0.
managers. | $
2 Has the foundation engaged in any activities that have not previously been reported to the IRS? ~~~~~~~~~~~~~~~~~~~~
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 ~~~~~~~~~~~~~~~~~~~~~
4a Did the foundation have unrelated business gross income of $1,000 or more during the year? ~~~~~~~~~~~~~~~~~~~~~
N/A
b If "Yes," has it filed a tax return on Form 990-T for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? ~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7 Did the foundation have at least $5,000 in assets at any time during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," complete Part II, col. (c), and Part XV.
8a Enter the states to which the foundation reports or with which it is registered (see instructions)
GA
9
1a
1b
Yes No
X
X
1c
X
2
X
X
X
3
4a
4b
5
6
7
X
X
X
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)
X
of each state as required by General Instruction G? If "No," attach explanation ~~~~~~~~~~~~~~~~~~~~~~~~~
8b
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
X
year 2010 or the taxable year beginning in 2010 (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
Form 990-PF (2010)
023531
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15410428 352174 0060
4
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
Part VII-A Statements Regarding Activities (continued)
Form 990-PF (2010)
58-1695425
Page 5
11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of
X
section 512(b)(13)? If "Yes," attach schedule (see instructions)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11
12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
X
August 17, 2008? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12
X
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? ~~~~~~~~~~~
13
Website address | www.woodruff.org
14 The books are in care of | Erik S. Johnson, Secretary
Telephone no. | 404-522-6755
50
Hurt
Plaza,
Suite
1200,
Atlanta,
GA
Located at |
ZIP+4 |30303-2951
15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ~~~~~~~~~~~~~~~~~~~~~~~ |
N/A
and enter the amount of tax-exempt interest received or accrued during the year ~~~~~~~~~~~~~~~~~~~ | 15
16 At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over a bank,
Yes No
X
securities, or other financial account in a foreign country? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16
See page 20 of 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.
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
X
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ~~~~~~~~~~~~~~
Yes
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Yes X No
(6) Agree to pay money or property to a government official? ( Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period after
termination of government service, if terminating within 90 days.) ~~~~~~~~~~~~~~~~~~~~~
Yes X No
b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 22 of the instructions)? ~~~~~~~~~~~~~~~
Organizations relying on a current notice regarding disaster assistance check here ~~~~~~~~~~~~~~~~~~~~~~|
Yes No
1b
X
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
X
before the first day of the tax year beginning in 2010?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1c
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 2010, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning
before 2010? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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
N/A
statement - see instructions.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 2010 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,
N/A
Form 4720, to determine if the foundation had excess business holdings in 2010.) ~~~~~~~~~~~~~~~~~~~~~~
3b
X
4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? ~~~~~~~~~~~~~
4a
b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that
X
had not been removed from jeopardy before the first day of the tax year beginning in 2010? ••••••••••••••••••••••
4b
Form 990-PF (2010)
023541
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15410428 352174 0060
5
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
(continued)
Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required
Form 990-PF (2010)
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)? ~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~
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
N/A
b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? •••••••••••••••••
Part VIII
Page 6
5b
X
6b
X
7b
Information About Officers, Directors, Trustees, Foundation Managers, Highly
Paid Employees, and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation.
(b) Title, and average
hours per week devoted
(a) Name and address
to position
TRUSTEES-see attached detail listing TRUSTEES
12.00
OFFICERS-see attached detail listing OFFICERS
69.00
(c) Compensation
(If not paid,
enter -0-)
136667.
(e) Expense
account, other
allowances
5345.
0.
389836. 102962.
1596.
2 Compensation of five highest-paid employees (other than those included on line 1). If none, enter "NONE."
(b) Title, and average
hours per week
(a) Name and address of each employee paid more than $50,000
(c) Compensation
devoted to position
NONE
(d) Contributions to
employee benefit plans
and deferred
compensation
(d) Contributions to
employee benefit plans
and deferred
compensation
(e) Expense
account, other
allowances
0
Total number of other employees paid over $50,000 ••••••••••••••••••••••••••••••••••••••• |
Form 990-PF (2010)
023551
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15410428 352174 0060
6
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
Information About Officers, Directors, Trustees, Foundation Managers, Highly
Paid Employees, and Contractors (continued)
Form 990-PF (2010)
Part VIII
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
SUNTRUST BANK TRUST FEE UNIT
P.O. BOX 26489, RICHMOND, VA 23261
209947.
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
number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
1
(c) Compensation
(b) Type of service
INVESTMENT
CONSULTANTS
Total number of others receiving over $50,000 for professional services••••••••••••••••••••••••••••••••
Part IX-A
Page 7
9
0
Expenses
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.
1
Amount
N/A
2
All other program-related investments. See instructions.
3
Total. Add lines 1 through 3 ••••••••••••••••••••••••••••••••••••••••••••
023561
12-07-10
15410428 352174 0060
J
0.
Form 990-PF (2010)
7
2010.03000 Robert W. Woodruff Foundati 0060___1
Form 990-PF (2010)
Part X
Robert W. Woodruff Foundation, Inc.
58-1695425
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:
Average monthly fair market value of securities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1a
Average of monthly cash balances ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1b
Fair market value of all other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1c
Total (add lines 1a, b, and c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1d
Reduction claimed for blockage or other factors reported on lines 1a and
69065664.
1c (attach detailed explanation) ~~~~~~~~~~~~~~~~~~~~~~
1e
2 Acquisition indebtedness applicable to line 1 assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2
3 Subtract line 2 from line 1d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3
4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) ~~~~~~~~
4
5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ~~~~~~~~~~
5
6 Minimum investment return. Enter 5% of line 5 ••••••••••••••••••••••••••••••••
6
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain
Part XI foreign organizations check here
and do not complete this part.)
a
b
c
d
e
1
2a
b
c
3
4
5
6
7
Page 8
9
Minimum investment return from Part X, line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1
1474552.
Tax on investment income for 2010 from Part VI, line 5 ~~~~~~~~~~~
2a
Income tax for 2010. (This does not include the tax from Part VI.) ~~~~~~~
2b
Add lines 2a and 2b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2c
Distributable amount before adjustments. Subtract line 2c from line 1 ~~~~~~~~~~~~~~~~~~~~~~~
3
Recoveries of amounts treated as qualifying distributions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4
Add lines 3 and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5
Deduction from distributable amount (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ••••••••••••
7
2286349689.
8078.
105300.
2286463067.
0.
2286463067.
34296946.
2252166121.
112608306.
112608306.
1474552.
111133754.
0.
111133754.
0.
111133754.
Part XII Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
98976658.
a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 ~~~~~~~~~~~~~~~~~~~~~~
1a
0.
b Program-related investments - total from Part IX-B ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1b
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
98976658.
4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4~~~~~~~~~
4
5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
0.
income. Enter 1% of Part I, line 27b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5
98976658.
6 Adjusted qualifying distributions. Subtract line 5 from line 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
6
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 (2010)
023571
12-07-10
15410428 352174 0060
8
2010.03000 Robert W. Woodruff Foundati 0060___1
Form 990-PF (2010)
Part XIII
Robert W. Woodruff Foundation, Inc.
58-1695425
Page 9
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2009
1 Distributable amount for 2010 from Part XI,
line 7 ~~~~~~~~~~~~~~~~~
2 Undistributed income, if any, as of the end of 2010:
a Enter amount for 2009 only ~~~~~~~
b Total for prior years:
,
,
3 Excess distributions carryover, if any, to 2010:
a From 2005 ~~~
b From 2006 ~~~
c From 2007 ~~~
d From 2008 ~~~
e From 2009 ~~~
f Total of lines 3a through e ~~~~~~~~
4 Qualifying distributions for 2010 from
98976658.
$
Part XII, line 4:
9
a Applied to 2009, but not more than line 2a ~
b Applied to undistributed income of prior
years (Election required - see instructions) ~
c Treated as distributions out of corpus
(Election required - see instructions) ~~~
d Applied to 2010 distributable amount ~~~
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2010 ~~
(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 ~~
b Prior years' undistributed income. Subtract
line 4b from line 2b ~~~~~~~~~~~
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 ~~~~~~~~~~~~~~~
d Subtract line 6c from line 6b. Taxable
amount - see instructions ~~~~~~~~
e Undistributed income for 2009. Subtract line
4a from line 2a. Taxable amount - see instr.~
f Undistributed income for 2010. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2011 ~~~~~~~~~~
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) ~~~~
8 Excess distributions carryover from 2005
not applied on line 5 or line 7 ~~~~~~~
9 Excess distributions carryover to 2011.
Subtract lines 7 and 8 from line 6a ~~~~
10 Analysis of line 9:
a Excess from 2006 ~
b Excess from 2007 ~
c Excess from 2008 ~
d Excess from 2009 ~
e Excess from 2010 •
023581
12-07-10
15410428 352174 0060
(c)
2009
(d)
2010
111133754.
96977413.
0.
0.
96977413.
0.
0.
1999245.
0.
0.
0.
0.
0.
0.
0.
0.
109134509.
0.
0.
0.
Form 990-PF (2010)
9
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9)
Form 990-PF (2010)
9
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 2010, enter the date of the ruling ~~~~~~~~~~~
b Check box to indicate whether the foundation is a private operating foundation described in section ~~~
Prior 3 years
Tax year
2 a Enter the lesser of the adjusted net
(a)
2010
(b)
2009
(c) 2008
income from Part I or the minimum
b
c
d
e
3
a
N/A
58-1695425
4942(j)(3) or
(d) 2007
Page 10
4942(j)(5)
(e) Total
investment return from Part X for
each year listed ~~~~~~~~~
85% of line 2a ~~~~~~~~~~
Qualifying distributions from Part XII,
line 4 for each year listed ~~~~~
Amounts included in line 2c not
used directly for active conduct of
exempt activities ~~~~~~~~~
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c~~~~
Complete 3a, b, or c for the
alternative test relied upon:
"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
1
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets
at any time during the year-see the instructions.)
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
9
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
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
023601 12-07-10
15410428 352174 0060
Form 990-PF (2010)
10
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
Supplementary Information (continued)
Form 990-PF (2010)
Part XV
3
Grants and Contributions Paid During the Year or Approved for Future Payment
If recipient is an individual,
Recipient
Foundation
show any relationship to
status of
any foundation manager
Name and address (home or business)
recipient
or substantial contributor
58-1695425
Purpose of grant or
contribution
Amount
a Paid during the year
See attached schedule
98150054.
Total ••••••••••••••••••••••••••••••••••••••••••••••••••••••
b Approved for future payment
9
3a
See attached schedule
Total ••••••••••••••••••••••••••••••••••••••••••••••••••••••
023611 12-07-10
15410428 352174 0060
Page 11
98150054.
2010000.
9
3b
2010000.
Form 990-PF (2010)
11
2010.03000 Robert W. Woodruff Foundati 0060___1
Form 990-PF (2010)
Part XVI-A
Robert W. Woodruff Foundation, Inc.
58-1695425
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
1 Program service revenue:
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 ~~~~~~~~~~~~~~~~~~~~
4 Dividends and interest from securities ~~~~~~~~
5 Net rental income or (loss) from real estate:
Unrelated business income
(a)
(b)
Business
Amount
code
Excluded by section 512, 513, or 514
(c)
Exclusion
code
14
14
(d)
Amount
<
Line No.
(e)
Related or exempt
function income
383227.
73983811.
a Debt-financed property ~~~~~~~~~~~~~
16
1.
b Not debt-financed property ~~~~~~~~~~~~
6 Net rental income or (loss) from personal
property ~~~~~~~~~~~~~~~~~~~~~
7 Other investment income ~~~~~~~~~~~~~~
8 Gain or (loss) from sales of assets other
18
-100315.
than inventory ~~~~~~~~~~~~~~~~~~~
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
0.
74266724.
12 Subtotal. Add columns (b), (d), and (e) ~~~~~~~~
13 Total. Add line 12, columns (b), (d), and (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Page 12
0.
74266724.
Relationship of Activities to the Accomplishment of Exempt Purposes
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).
023621
12-07-10
15410428 352174 0060
Form 990-PF (2010)
12
2010.03000 Robert W. Woodruff Foundati 0060___1
Continuation for 990-PF, Part IV
58-1695425
Page
1 of
1
Robert W. Woodruff Foundation, Inc.
Part IV Capital Gains and Losses for Tax on Investment Income
(b) How acquired (c) Date acquired
P - Purchase
(mo., day, yr.)
D - Donation
(a) List and describe the kind(s) of property sold, e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.
1a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
Alcoa 5.375%
International Lease Fin 5%
13,382 shs of BP PLC
1 sh Frontier Communications
Northern States Power 4.75%
Federal Home Loan Bank 6.875%
Nat'l Rural Utilities 4.375%
American Honda Finance 5.125%
(e) Gross sales price
(f) Depreciation allowed
(or allowable)
P
P
P
P
P
P
P
P
(g) Cost or other basis
plus expense of sale
1328896.
1490625.
400688.
4.
1500000.
3500000.
2000000.
1750000.
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
(h) Gain or (loss)
(e) plus (f) minus (g)
37990.
-17730.
202049.
3.
-8700.
-218400.
-50220.
-45307.
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
2 Capital gain net income or (net capital loss) ~~
15410428 352174 0060
(l) Losses (from col. (h))
Gains (excess of col. (h) gain over col. (k),
but not less than "-0-")
(k) Excess of col. (i)
over col. (j), if any
37990.
-17730.
202049.
3.
-8700.
-218400.
-50220.
-45307.
i
If gain, also enter in Part I, line 7
If (loss), enter "-0-" in Part I, line 7
j
~~~~~~
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).
If (loss), enter "-0-" in Part I, line 8 •••••••••••••••••••••••••••
023591
05-01-10
11/17/0602/05/10
11/19/0702/05/10
08/01/8906/25/10
11/09/8407/21/10
11/19/0708/02/10
06/06/0108/13/10
04/18/0810/01/10
08/15/0812/15/10
1290906.
1508355.
198639.
1.
1508700.
3718400.
2050220.
1795307.
(j) Adjusted basis
as of 12/31/69
(d) Date sold
(mo., day, yr.)
p
m
o
-100315.
2
3
N/A
14
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF Interest on Savings and Temporary Cash Investments Statement
1
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Source
}}}}}}
Cash equivalent and money market interest
Total to Form 990-PF, Part I, line 3, Column A
Amount
}}}}}}}}}}}}}}
383227.
}}}}}}}}}}}}}}
383227.
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Dividends and Interest from Securities
Statement
2
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Source
}}}}}}
Dividends
Interest - long-term
Total to Fm 990-PF, Part I, ln 4
Capital Gains
Column (A)
Gross Amount
Dividends
Amount
}}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}}
63851834.
0.
63851834.
10131977.
0.
10131977.
}}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}}
73983811.
0.
73983811.
~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Rental Income
Statement
3
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Kind and Location of Property
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Ichauway, Inc. - Newton, GA
Total to Form 990-PF, Part I, line 5a
Activity
Gross
Number
Rental Income
}}}}}}}} }}}}}}}}}}}}}}
1
1.
}}}}}}}}}}}}}}
1.
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Legal Fees
Statement
4
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
King & Spalding
To Fm 990-PF, Pg 1, ln 16a
15410428 352174 0060
(a)
Expenses
Per Books
}}}}}}}}}}}}
813.
}}}}}}}}}}}}
813.
~~~~~~~~~~~~
(b)
(c)
(d)
Net InvestAdjusted
Charitable
ment Income
Net Income
Purposes
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
285.
528.
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
285.
528.
~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
15
Statement(s) 1, 2, 3, 4
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Accounting Fees
Statement
5
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a)
Expenses
Description
Per Books
}}}}}}}}}}}
}}}}}}}}}}}}
Deloitte/Touche
23618.
Windham Brannon
6653.
}}}}}}}}}}}}
To Form 990-PF, Pg 1, ln 16b
30271.
~~~~~~~~~~~~
(b)
(c)
(d)
Net InvestAdjusted
Charitable
ment Income
Net Income
Purposes
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
8266.
15352.
2329.
4324.
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
10595.
19676.
~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Other Professional Fees
Statement
6
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a)
Expenses
Description
Per Books
}}}}}}}}}}}
}}}}}}}}}}}}
SunTrust Bank
209947.
Benefit Alternatives, Inc.
713.
SunTrust Bank
90.
}}}}}}}}}}}}
To Form 990-PF, Pg 1, ln 16c
210750.
~~~~~~~~~~~~
(b)
(c)
(d)
Net InvestAdjusted
Charitable
ment Income
Net Income
Purposes
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
209947.
0.
250.
463.
90.
0.
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
210287.
463.
~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Taxes
Statement
7
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(a)
Expenses
Description
Per Books
}}}}}}}}}}}
}}}}}}}}}}}}
Excise Tax
1474552.
}}}}}}}}}}}}
To Form 990-PF, Pg 1, ln 18
1474552.
~~~~~~~~~~~~
15410428 352174 0060
(b)
(c)
(d)
Net InvestAdjusted
Charitable
ment Income
Net Income
Purposes
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
0.
0.
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
0.
0.
~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
16
Statement(s) 5, 6, 7
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Other Expenses
Statement
8
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
Computer
Office Insurance
Office Equipment
Supplies
Organization Dues
Postage
Repairs/Maintenance
Telephone
Miscellaneous
(a)
Expenses
Per Books
}}}}}}}}}}}
26932.
11122.
2219.
3345.
81032.
2037.
5439.
2206.
1025.
}}}}}}}}}}}
135357.
~~~~~~~~~~~
To Form 990-PF, Pg 1, ln 23
(b)
(c)
(d)
Net InvestAdjusted
Charitable
ment Income
Net Income
Purposes
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
9426.
17506.
3893.
7229.
777.
1442.
1171.
2174.
700.
80332.
713.
1324.
1904.
3535.
772.
1434.
359.
666.
}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}
19715.
115642.
~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Other Increases in Net Assets or Fund Balances
Statement
9
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
Gain on stock grant to CFA fbo Grady Memorial Hospital Corp.
Total to Form 990-PF, Part III, line 3
Amount
}}}}}}}}}}}}}}
77971420.
}}}}}}}}}}}}}}
77971420.
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
U.S. and State/City Government Obligations
Statement 10
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Other
Gov't
Book Value
}}}}} }}}}}}}}}}}}}}
126222280.
}}}}}}}}}}}}}}
Total U.S. Government Obligations
126222280.
}}}}}}}}}}}}}}
Total State and Municipal Government Obligations
}}}}}}}}}}}}}}
Total to Form 990-PF, Part II, line 10a
126222280.
~~~~~~~~~~~~~~
Description
}}}}}}}}}}}
various - see attached detail
15410428 352174 0060
U.S.
Gov't
}}}}}
X
Fair Market
Value
}}}}}}}}}}}}}}
134098232.
}}}}}}}}}}}}}}
134098232.
}}}}}}}}}}}}}}
}}}}}}}}}}}}}}
134098232.
~~~~~~~~~~~~~~
17
Statement(s) 8, 9, 10
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
58-1695425
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Corporate Stock
Statement 11
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
various - see attached detail
Total to Form 990-PF, Part II, line 10b
Fair Market
Book Value
Value
}}}}}}}}}}}}}} }}}}}}}}}}}}}}
81840211.
2357118618.
}}}}}}}}}}}}}} }}}}}}}}}}}}}}
81840211.
2357118618.
~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Corporate Bonds
Statement 12
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
various - see attached detail
Total to Form 990-PF, Part II, line 10c
Fair Market
Book Value
Value
}}}}}}}}}}}}}} }}}}}}}}}}}}}}
98528336.
104050621.
}}}}}}}}}}}}}} }}}}}}}}}}}}}}
98528336.
104050621.
~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Other Assets
Statement 13
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
457(b) Plan
Oil/Gas Lease
Benefit Plans
To Form 990-PF, Part II, line 15
Beginning of
End of Year
Fair Market
Yr Book Value
Book Value
Value
}}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}}
72480.
91468.
103638.
1.
1.
1.
13301.
10374.
10374.
}}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}}
85782.
101843.
114013.
~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Form 990-PF
Other Liabilities
Statement 14
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Description
}}}}}}}}}}}
457(b) Plan
Benefit Plan
Total to Form 990-PF, Part II, line 22
15410428 352174 0060
BOY Amount
EOY Amount
}}}}}}}}}}}}}} }}}}}}}}}}}}}}
27035.
27035.
764.
0.
}}}}}}}}}}}}}} }}}}}}}}}}}}}}
27799.
27035.
~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
18
Statement(s) 11, 12, 13, 14
2010.03000 Robert W. Woodruff Foundati 0060___1
Form
2220
Department of the Treasury
Internal Revenue Service
OMB No. 1545-0142
Underpayment of Estimated Tax by Corporations
| See separate instructions.
| Attach to the corporation's tax return.
2010
Form 990-PF
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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2 a Personal holding company tax (Schedule PH (Form 1120), line 26) included on line 1 ~~~~~
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 ~~~~~~~~
1
2a
2b
c Credit for federal tax paid on fuels (see instructions) ~~~~~~~~~~~~~~~~~~~
2c
d Total. Add lines 2a through 2c ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 •••••••••••••••••••••••••••••••••••••••••••••
4 Enter the tax shown on the corporation's 2009 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 ~~~~~~~~~~~
2d
3
1474552.
4
740803.
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
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
7
8
1474552.
740803.
The corporation is using the adjusted seasonal installment method.
X The corporation is using the annualized income installment method.
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)
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
05/15/10
06/15/10
09/15/10
corporation's tax year ~~~~~~~~~~~~~~~~
9
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,
62032.
75305.
519997.
enter 25% of line 5 above in each column. ~~~~~~ ~ 10
11 Estimated tax paid or credited for each period (see
instructions). For column (a) only, enter the amount
77818.
75000.
525000.
from line 11 on line 15 ~~~~~~~~~~~~~~~ 11
Complete lines 12 through 18 of one column before
going to the next column.
15786.
15481.
12 Enter amount, if any, from line 18 of the preceding column
12
90786.
540481.
13 Add lines 11 and 12 ~~~~~~~~~~~~~~~~~ 13
14 Add amounts on lines 16 and 17 of the preceding column
14
77818.
90786.
540481.
15 Subtract line 14 from line 13. If zero or less, enter -0- ~~
15
16 If the amount on line 15 is zero, subtract line 13 from line
0.
0.
14. Otherwise, enter -0- ~~~~~~~~~~~~~~~ 16
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
15786.
15481.
20484.
from line 15. Then go to line 12 of the next column ••• 18
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.
012801
02-15-11
15410428 352174 0060
(d)
12/15/10
431860.
800000.
20484.
820484.
820484.
Form 2220 (2010)
19
2010.03000 Robert W. Woodruff Foundati 0060___1
Form 990-PF
Form 2220 (2010)
Part IV
Robert W. Woodruff Foundation, Inc.
58-1695425
Page
2
Figuring the Penalty
(a)
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.) ~~~~~~~~~~~~
20 Number of days from due date of installment on line 9 to the
date shown on line 19 ~~~~~~~~~~~~~~~~~
21
Number of days on line 20 after 4/15/2010 and before 7/1/2010
~~
22
Underpayment on line 17 x Number of days on line 21 x 4%
365
23
Number of days on line 20 after 06/30/2010 and before 10/1/2010
24
Underpayment on line 17 x Number of days on line 23 x 4%
365
25
Number of days on line 20 after 9/30/2010 and before 1/1/2011
26
Underpayment on line 17 x Number of days on line 25 x 4%
365
27
Number of days on line 20 after 12/31/2010 and before 4/1/2011
28
Underpayment on line 17 x Number of days on line 27 x 3%
365
29
Number of days on line 20 after 3/31/2011 and before 7/1/2011
30
Underpayment on line 17 x Number of days on line 29 x *%
365
31
Number of days on line 20 after 6/30/2011 and before 10/01/2011
32
Underpayment on line 17 x Number of days on line 31 x *%
365
33
Number of days on line 20 after 9/30/2011 and before 1/1/2012
34
Underpayment on line 17 x Number of days on line 33 x *%
365
35
Number of days on line 20 after 12/31/2011 and before 2/16/2012
36
Underpayment on line 17 x Number of days on line 35 x *%
366
37
Add lines 22, 24, 26, 28, 30, 32, 34, and 36
~~~
~
~~~
~~
~~~
~
~~~
~~
~~~
~
~~~
~~
~~~
~
(b)
(c)
19
20
21
22 $
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
23
24 $
25
26 $
27
28 $
29
30 $
31
32 $
33
34 $
35
~~~
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 ••••••••••••••••••••••••••••••••••••
* 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
012802
02-15-11
15410428 352174 0060
(d)
38 $
0.
Form 2220 (2010)
20
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
Form 990-PF
Form 2220 (2010)
Schedule A Adjusted Seasonal Installment Method and Annualized Income Installment Method (see instructions)
58-1695425
Page 3
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
(a)
(b)
(c)
First 3
First 5
First 8
months
months
months
any 6 consecutive months is at least 70%. See instructions.)
1 Enter taxable income for the following periods:
2
a Tax year beginning in 2007 ~~~~~~~~~~~~
1a
b Tax year beginning in 2008 ~~~~~~~~~~~~
1b
c Tax year beginning in 2009 ~~~~~~~~~~~~
1c
(d)
First 11
months
Enter taxable income for each period for the tax year beginning in
2
2010. (see instructions for the treatment of extraordinary items).
First 4
months
3 Enter taxable income for the following periods:
a Tax year beginning in 2007 ~~~~~~~~~~~~
3a
b Tax year beginning in 2008 ~~~~~~~~~~~~
3b
c Tax year beginning in 2009 ~~~~~~~~~~~~
4 Divide the amount in each column on line 1a by the
amount in column (d) on line 3a ~~~~~~~~~~
5 Divide the amount in each column on line 1b by the
amount in column (d) on line 3b ~~~~~~~~~~
6 Divide the amount in each column on line 1c by the
amount in column (d) on line 3c ~~~~~~~~~~
3c
7 Add lines 4 through 6 ~~~~~~~~~~~~~~~
7
8 Divide line 7 by 3.0 ~~~~~~~~~~~~~~~~
9 a Divide line 2 by line 8 ~~~~~~~~~~~~~~~
b Extraordinary items (see instructions) ~~~~~~~~
c Add lines 9a and 9b ~~~~~~~~~~~~~~~
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) ~
11 a Divide the amount in columns (a) through (c) on line 3a
by the amount in column (d) on line 3a ~~~~~~~
b Divide the amount in columns (a) through (c) on line 3b
by the amount in column (d) on line 3b ~~~~~~~
c Divide the amount in columns (a) through (c) on line 3c
by the amount in column (d) on line 3c ~~~~~~~
12 Add lines 11a though 11c ~~~~~~~~~~~~~
13 Divide line 12 by 3.0 ~~~~~~~~~~~~~~~
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) ~~~~~~~~
15 Enter any alternative minimum tax for each payment
period (see instructions) ~~~~~~~~~~~~~
8
9a
9b
9c
16 Enter any other taxes for each payment period (see instr)
17 Add lines 14 through 16 ~~~~~~~~~~~~~~
18 For each period, enter the same type of credits as allowed
on Form 2220, lines 1 and 2c (see instructions) ~~~
19 Total tax after credits. Subtract line 18 from line 17. If
zero or less, enter -0- •••••••••••••••
012821
02-15-11 JWA
15410428 352174 0060
First 6
months
First 9
months
Entire year
4
5
6
10
11a
11b
11c
12
13
14
15
16
17
18
19
Form 2220 (2010)
21
2010.03000 Robert W. Woodruff Foundati 0060___1
Robert W. Woodruff Foundation, Inc.
Form 990-PF
Form 2220 (2010)
58-1695425
Page 4
Part II - Annualized
Income Installment Method
**
(a)
(b)
2
First
months
(c)
3
First
months
(d)
6
First
months
9
First
months
20 Annualization periods (see instructions) ~~~~~~~
21 Enter taxable income for each annualization period (see
instructions for the treatment of extraordinary items) ~
20
21
2067734.
3433413.
21911124.
40844883.
22 Annualization amounts (see instructions) ~~~~~~
22
6.000000
4.000000
2.000000
1.333330
23 a Annualized taxable income. Multiply line 21 by line 22 ~
b Extraordinary items (see instructions) ~~~~~~~~
c Add lines 23a and 23b ~~~~~~~~~~~~~~
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) ~~~~~
25 Enter any alternative minimum tax for each payment
period (see instructions) ~~~~~~~~~~~~~~
23a
23b
23c
12406404.
13733652.
43822248.
54459708.
12406404.
13733652.
43822248.
54459708.
248128.
274673.
876445.
1089194.
26 Enter any other taxes for each payment period (see instr)
26
27 Total tax. Add lines 24 through 26 ~~~~~~~~~
28 For each period, enter the same type of credits as allowed
on Form 2220, lines 1 and 2c (see instructions) ~~~
29 Total tax after credits. Subtract line 28 from line 27. If
zero or less, enter -0- ~~~~~~~~~~~~~~~
27
248128.
274673.
876445.
1089194.
248128.
274673.
876445.
1089194.
30 Applicable percentage
~~~~~~~~~~~~~~
30
31 Multiply line 29 by line 30 •••••••••••••
31
24
25
28
29
25%
62032.
50%
137337.
75%
657334.
100%
1089194.
Part III - Required Installments
32
33
34
35
36
Note: Complete lines 32 through 38 of one column before
completing the next column.
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 ~~~~~~~~~~~
Add the amounts in all preceding columns of line 38
(see instructions) ~~~~~~~~~~~~~~~~
Adjusted seasonal or annualized income installments.
Subtract line 33 from line 32. If zero or less, enter -0- ~
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 ~~~~~~~~~
Subtract line 38 of the preceding column from line 37 of
the preceding column ~~~~~~~~~~~~~~
37 Add lines 35 and 36 ~~~~~~~~~~~~~~~
38 Required installments. Enter the smaller of line 34 or
line 37 here and on page 1 of Form 2220, line 10
(see instructions) ••••••••••••••••
1st
installment
32
62032.
33
2nd
installment
3rd
installment
4th
installment
137337.
657334.
1089194.
62032.
137337.
657334.
34
62032.
75305.
519997.
431860.
35
185201.
552075.
368638.
368638.
123169.
599939.
448580.
36
37
185201.
675244.
968577.
817218.
38
62032.
75305.
519997.
431860.
Form 2220 (2010)
** Annualized Income Installment Method Using Standard Option
JWA
012822
02-15-11
15410428 352174 0060
22
2010.03000 Robert W. Woodruff Foundati 0060___1
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Part I, Line 25 and Part XV, Line 3a
GRANTS PAID IN 2010
Recipient
Foundation
Status
Purpose of Grant
Amount
CULTURAL ACTIVITIES
Georgia Historical Society
501 Whitaker Street
Savannah, GA 31401
Partnership between the Georgia Historical Society and
Georgia Public Broadcasting to produce 'Today in
Georgia History' and to disseminate it to Georgia
$
900,000
TOTAL CULTURAL ACTIVITIES
$
900,000
1
Program support. Payable over three years.
$
150,000
1
Establishment of an Atlanta site of the Year Up workforce
development program. Payable over two years.
$
250,000
1
Establishment of The Presidential Fund at Emory
University to be used for strategic investments on behalf
of the University. Payable over five years.
$
2,500,000
1
Construction of the Innovative Learning Resource Center.
Contingent.
$
2,500,000
1
Development of a web-based Teacher Resource Center.
$
130,000
1
Renovations to KIPP Vision Academy.
$
1,000,000
1
Support of program to recruit Atlanta high school students
to attend national selective colleges on full scholarships.
$
50,000
1
Partnership between SREB and GLISI to develop online
training courses for education leaders.
$
500,000
1
Construction of a new school building for school serving
children with autism.
$
200,000
TOTAL EDUCATION
$
7,280,000
1
Acquisition of 14,000-acre tract in the Altamaha River
corridor.
$
4,700,000
2
Creation of the Woodlands Interactive Learning Center as
part of the expansion of the education center.
$
50,000
TOTAL ENVIRONMENT
$
4,750,000
1
Support for general operations and implementation of the
Institute of Medicine recommendations for Georgia.
$
350,000
2
Costs associated with move to new facility.
$
100,000
1
Continued support of the Georgia Health Policy Center's
effort to educate and inform legislators regarding health
care policy. Payable over three years.
$
180,000
1
Support of Mission: Lifeline initiative to reduce mortality
and disability rates for heart attack victims in metro
Atlanta.
$
500,000
1
EDUCATION
Georgia Council on Economic Education
P. O. Box 1619
Atlanta, GA 30301-1619
Year Up, Inc.
730 Peachtree St.
Suite 900
Atlanta, GA 30308
Emory University
1440 Clifton Road, NE
Atlanta, GA 30322
Georgia Tech Foundation
Georgia Institute of Technology
Atlanta, GA 30332
ArtsNOW
100 Edgewood Ave., Suite 100
Atlanta, GA 30303
KIPP: Metro Atlanta
98 Anderson Avenue, N.W.
Atlanta, GA 30314
The Posse Foundation
101 Marietta Street, NW
Suite 1040
Atlanta, GA 30303
Southern Regional Education Board
592 Tenth St., N.W.
Atlanta, GA 30318-5776
Lionheart School
180 Academy Street
Alpharetta, GA 30009
ENVIRONMENT
The Nature Conservancy
1330 W. Peachtree St., Suite 410
Atlanta, GA 30309-2904
Sandy Creek Nature Center
205 Old Commerce Road
Athens, GA 30607
HEALTH
Georgia Cancer Coalition
50 Hurt Plaza, Suite 700
Atlanta, GA 30303
Georgia Eye Bank, Inc.
One Premier Plaza
5605 Glenridge Dr., NE
Suite 250
Atlanta, GA 30342
Georgia State University
P. O. Box 3999
Atlanta, GA 30302-3999
American Heart Association, Greater Southeast
Affiliate
1101 Northchase Parkway, Suite 1
Marietta, GA 30067
Page 1
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Part I, Line 25 and Part XV, Line 3a
GRANTS PAID IN 2010
Recipient
The Community Foundation for Greater Atlanta,
Inc. for the benefit of Grady Memorial Hospital
Corporation
The Hurt Building
Suite 449
Atlanta, GA 30303
The Community Foundation for Greater Atlanta,
Inc. for the benefit of Grady Memorial Hospital
Corporation
The Hurt Building
Suite 449
Atlanta, GA 30303
The Community Foundation for Greater Atlanta,
Inc. for the benefit of Grady Memorial Hospital
Corporation
The Hurt Building
Suite 449
Atlanta, GA 30303
Georgia Lions Lighthouse Foundation, Inc.
1775 Clairmont Road
Decatur, GA 30033-4005
Prevent Blindness Georgia
739 W. Peachtree St., N.W.
Atlanta, GA 30308-1137
Foundation
Status
Purpose of Grant
Amount
1
Capital needs, including medical equipment and
medical records systems.
$
30,500,015
1
Capital needs, including medical equipment and
medical records systems.
$
25,000,009
1
Capital needs, including medical equipment and
medical records systems.
$
25,000,030
2
Purchase and renovation of a new facility to meet
increased demand for services.
$
500,000
1
Purchase of new equipment as part of move to the Center
for the Visually Impaired.
$
50,000
TOTAL HEALTH
$
82,180,054
1
Purchase and retrofit of vehicles for expanded Meals on
Wheels program.
$
75,000
1
Facility improvements at Eagle Ranch as part of $5.1
million campaign.
$
250,000
1
Technology upgrades to enhance after-school journalism
program.
$
40,000
1
Expansion of the Re-Entry Chaplaincy Program to all
Georgia women's prisons. Payable over three years.
$
125,000
1
Toward $1.9 million campaign to purchase facilities for
program serving homeless women and children.
$
100,000
TOTAL HUMAN SERVICES
$
590,000
1
Putting Public Safety First campaign. Payable over two
years.
$
500,000
1
Support of the Metro Atlanta Chamber's efforts to address
the water supply crisis. Payable over two years.
$
500,000
1
Two-year support for transportation initiative.
$
100,000
1
Two-year support for Lens on Atlanta, a web-based
community service.
$
200,000
3
Establishment of the National Transportation Institute to
be housed at the Georgia Institute of Technology.
Payable over three years.
$
300,000
HUMAN SERVICES
Senior Connections, Inc.
5238 Peachtree Road
Chamblee, GA 30341-2718
Eagle Ranch, Inc.
P. O. Box 7200
Chestnut Mountain, GA 30502
VOX Teen Communications
229 Peachtree St., NE
Atlanta, GA 30303
Care and Counseling Center of Georgia
1814 Clairmont Road
Decatur, GA 30033
The Drake House
10500 Clara Drive
Suite A5
Roswell, GA 30077
PUBLIC AFFAIRS
Atlanta Police Foundation
127 Peachtree Street
201 Candler Building
Atlanta, GA 30303
The Greater Atlanta Chamber Foundation
235 International Boulevard, NW
Atlanta, GA 30303
Livable Communities Coalition
10 Peachtree Place, Suite 610
Atlanta, GA 30309
Public Broadcasting Atlanta
740 Bismark Rd., NE
Atlanta, GA 30324
University System of Georgia Foundation
270 Washington Street, SW
Room 7048
Atlanta, GA 30334
Page 2
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Part I, Line 25 and Part XV, Line 3a
GRANTS PAID IN 2010
Recipient
Campus Community Partnership Foundation
8343 Roswell Rd., #341
Atlanta, GA 30350
The Foundation Center
79 Fifth Avenue
New York, NY 10003-3076
Georgia Center for Nonprofits
100 Peachtree St., N.W.
Suite 1500
Atlanta, GA 30303
Independent Sector
1602 L Street, NW
Suite 900
Washington, DC 20036
The Community Foundation for Greater Atlanta,
Inc.
The Hurt Building
Suite 449
Atlanta, GA 30303
Foundation status of recipient:
Foundation
Status
Purpose of Grant
Amount
1
To provide Community Academic Service Entrepreneur
(CASE) grants to college students in Georgia.
$
50,000
1
Continued program support for The Foundation CenterAtlanta. Payable over three years.
$
275,000
1
Continued program support. Payable over three years.
$
200,000
1
Costs associated with 2010 Annual Meeting in Atlanta.
$
75,000
1
Support for the second phase of work undertaken by the
City of Atlanta pension reform panel.
$
250,000
TOTAL PUBLIC AFFAIRS
$
2,450,000
TOTAL GRANTS
$
98,150,054
1
2
3
4
5
509(a)(1)
509(a)(2)
509(a)(3), type 1 or 2 only
Private operating foundation for which we have expenditure reponsibility
Government agency
Page 3
Robert W. Woodruff Foundation, Inc.
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
STATEMENTS 10, 11, 12
Portfolio Summary
December 31, 2010
Security Type
Cash Investments
Government Obligations
Government Bonds
GNMA
FNMA
FHLMC
CMO
STATEMENT 10 TOTAL
Book Value
$
68,816,801
Fair Market Value
$
68,816,801
67,234,805
5,441
7,651,570
9,523,018
41,807,446
126,222,280
72,664,208
5,477
8,106,330
10,054,238
43,267,979
134,098,232
81,259,058
17,269,278
98,528,336
86,200,023
17,850,598
104,050,621
Total Fixed Income
224,750,616
238,148,853
Corporate Stock
The Coca-Cola Company
Diversified Equities
61,564,300
20,275,911
2,245,145,964
111,972,654
81,840,211
2,357,118,618
Corporate Bonds
Corporate Bonds
ABS
STATEMENT 12 TOTAL
(a)
(b)
STATEMENT 11 TOTAL
Total Portfolio
C M O / A B S Total
$
375,407,628
(a)
(b)
41,807,446
17,269,278
59,076,724
$
2,664,084,272
43,267,979
17,850,598
61,118,578
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
Security
Unit
Cost
Total
Cost
MONEY MARKET
SunTrust Money Market
GOVERNMENT BONDS
2011 Maturities
2,500,000 FEDERAL NATL
MTG ASSN
6.250% Due 02-01-11
2,500,000 FEDERAL HOME LN
MTG CORP
5.625% Due 03-15-11
2,525,000 FEDERAL NATL
MTG ASSN
1.000% Due 11-23-11
Price
68,816,801
68,816,801
2.6
2,521,550
100.42
2,510,595
0.1
99.16
2,478,906
101.06
2,526,563
0.1
99.90
2,522,349
100.56
2,539,203
0.1
7,576,361
0.3
101.98
1,019,820
101.38
1,013,750
0.0
102.12
3,038,159
101.75
3,027,063
0.1
96.61
2,415,234
106.33
2,658,203
0.1
98.97
3,463,906
106.46
3,726,132
0.1
10,425,147
0.4
9,937,120
2013 Maturities
3,000,000 FEDERAL NATL
MTG ASSN call
2/21/06
4.750% Due 02-21-13
1,360,000 UNITED STATES
TREAS NTS
1.375% Due 03-15-13
2,500,000 UNITED STATES
TREAS NTS
3.125% Due 04-30-13
Pct.
Assets
100.86
7,522,805
2012 Maturities
1,000,000 FEDERAL HOME
LOAN BANK
2.050% Due 01-20-12
2,975,000 FEDERAL HOME
LOAN BANK
2.100% Due 01-23-12
2,500,000 UNITED STATES
TREAS NTS
4.375% Due 08-15-12
3,500,000 UNITED STATES
TREAS NTS
4.000% Due 11-15-12
Market
Value
100.00
3,000,000
108.31
3,249,375
0.1
99.61
1,354,688
101.46
1,379,870
0.1
99.02
2,475,391
105.64
2,641,015
0.1
1
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
2,500,000
3,000,000
Security
FEDERAL HOME
LOAN BANK var
5.250% Due 07-30-13
UNITED STATES
TREAS NTS
4.250% Due 08-15-13
Unit
Cost
Total
Cost
Price
2,550,000
110.88
2,771,875
0.1
99.97
2,999,063
108.88
3,266,250
0.1
13,308,385
0.5
102.93
2,573,340
108.94
2,723,438
0.1
97.90
2,937,000
109.49
3,284,742
0.1
99.90
2,497,425
111.78
2,794,531
0.1
99.68
996,810
113.38
1,133,750
0.0
100.74
2,518,500
111.53
2,788,281
0.1
12,724,742
0.5
11,523,075
2016 Maturities
1,500,000 FEDERAL FARM
CREDIT BANK
3.750% Due 01-29-16
2,500,000 UNITED STATES
TREAS NTS
4.500% Due 02-15-16
2,750,000 FEDERAL HOME
LOAN BANK
5.375% Due 09-09-16
1,500,000 FEDERAL FARM
CREDIT BANK
5.200% Due 09-15-16
Pct.
Assets
102.00
12,379,141
2014 Maturities
2,500,000 UNITED STATES
TREAS NTS
4.000% Due 02-15-14
3,000,000 FEDERAL HOME LN
MTG CORP call 4/2/07
4.500% Due 04-02-14
2,500,000 FEDERAL HOME
LOAN BANK
4.875% Due 06-13-14
1,000,000 FEDERAL HOME
LOAN BANK
5.375% Due 06-13-14
2,500,000 FEDERAL HOME
LOAN BANK
4.750% Due 12-12-14
Market
Value
100.14
1,502,040
107.19
1,607,813
0.1
95.45
2,386,328
111.98
2,799,415
0.1
103.39
2,843,225
114.94
3,160,781
0.1
103.21
1,548,075
113.66
1,704,844
0.1
9,272,853
0.3
8,279,668
2
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
Security
2017 Maturities
1,250,000 FEDERAL FARM
CREDIT BANK
5.100% Due 02-22-17
1,500,000 FEDERAL FARM
CREDIT BANK
4.250% Due 04-17-17
1,000,000 FEDERAL FARM
CREDIT BANK
5.100% Due 04-25-17
2,500,000 FEDERAL FARM
CREDIT BANK
5.050% Due 05-18-17
1,000,000 FEDERAL FARM
CREDIT BANK
5.400% Due 06-08-17
1,000,000 FEDERAL HOME
LOAN BANK
4.625% Due 09-08-17
1,250,000 FEDERAL FARM
CREDIT BANK
5.000% Due 09-22-17
Unit
Cost
Total
Cost
Price
1,252,706
113.88
1,423,438
0.1
96.56
1,448,400
109.09
1,636,406
0.1
102.89
1,028,920
114.00
1,140,000
0.0
101.58
2,539,575
113.75
2,843,750
0.1
99.09
990,875
114.56
1,145,625
0.0
100.00
1,000,000
110.41
1,104,063
0.0
99.53
1,244,163
112.34
1,404,297
0.1
10,697,578
0.4
99.45
1,988,940
110.75
2,215,000
0.1
107.03
1,605,465
113.50
1,702,500
0.1
3,917,500
0.1
2,977,361
0.1
3,594,405
2019 Maturities
2,850,000 UNITED STATES
TREAS NTS
3.625% Due 08-15-19
Pct.
Assets
100.22
9,504,639
2018 Maturities
2,000,000 FEDERAL HOME
LOAN BANK
4.750% Due 06-08-18
1,500,000 FEDERAL FARM
CREDIT BANK
5.050% Due 08-01-18
Market
Value
98.94
2,819,719
3
104.47
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
Security
2020 Maturities
1,700,000 UNITED STATES
TREAS NTS
3.625% Due 02-15-20
Unit
Cost
Total
Cost
98.48
1,674,234
Price
103.78
67,234,805
CORPORATE BONDS
2011 Maturities
1,500,000 HSBC FINANCE
5.700% Due 06-01-11
1,000,000 WALT DISNEY CO
5.700% Due 07-15-11
1,265,000 FPL GROUP CAPITAL
5.625% Due 09-01-11
1,500,000 JOHN DEERE
CAPITAL
5.400% Due 10-17-11
Pct.
Assets
1,764,281
0.1
72,664,208
2.7
101.43
1,521,465
101.94
1,529,052
0.1
106.05
1,060,500
102.82
1,028,200
0.0
103.90
1,314,335
103.07
1,303,810
0.0
102.58
1,538,655
104.03
1,560,417
0.1
5,421,479
0.2
5,434,955
2012 Maturities
2,000,000 GENERAL ELECTRIC
CAPITAL CORP
4.375% Due 03-03-12
1,500,000 ASTRAZENECA PLC
5.400% Due 09-15-12
1,500,000 LOWES COMPANIES
5.600% Due 09-15-12
1,500,000 IBM
INTERNATIONAL
GROUP CAPITAL
5.050% Due 10-22-12
2,000,000 SUNTRUST BANKS
5.250% Due 11-05-12
2,270,000 CATERPILLAR
FINANCIAL
1.900% Due 12-17-12
Market
Value
97.16
1,943,160
103.65
2,072,902
0.1
104.98
1,574,760
107.83
1,617,522
0.1
101.42
1,521,270
107.89
1,618,404
0.1
104.61
1,569,135
107.50
1,612,521
0.1
99.99
1,999,800
105.32
2,106,442
0.1
100.90
2,290,385
101.62
2,306,710
0.1
11,334,501
0.4
10,898,510
4
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
Security
2013 Maturities
1,500,000 BERKSHIRE
HATHAWAY
2.125% Due 02-11-13
500,000 HEWLETT-PACKARD
4.500% Due 03-01-13
2,000,000 MBNA CORP
6.125% Due 03-01-13
1,020,000 BANK NEW YORK
MELLON
4.500% Due 04-01-13
1,750,000 VERIZON
COMMUNICATIONS
5.250% Due 04-15-13
1,000,000 CAROLINA POWER
& LIGHT
5.125% Due 09-15-13
500,000 GEORGIA POWER
CO.
6.000% Due 11-01-13
Unit
Cost
Total
Cost
Price
1,504,500
102.13
1,531,986
0.1
107.49
537,435
107.04
535,180
0.0
104.22
2,084,340
107.37
2,147,338
0.1
107.21
1,093,491
107.03
1,091,683
0.0
101.97
1,784,510
108.73
1,902,754
0.1
105.49
1,054,880
109.69
1,096,885
0.0
109.50
547,480
111.81
559,060
0.0
8,864,885
0.3
98.63
986,340
107.60
1,076,041
0.0
101.83
1,018,310
109.51
1,095,073
0.0
95.97
1,919,440
102.40
2,048,054
0.1
96.57
1,931,354
105.32
2,106,394
0.1
98.79
1,481,865
109.17
1,637,528
0.1
7,963,090
0.3
7,337,309
2015 Maturities
1,500,000 WACHOVIA BANK
4.875% Due 02-01-15
1,500,000 WELLS FARGO
BANK
4.750% Due 02-09-15
Pct.
Assets
100.30
8,606,636
2014 Maturities
1,000,000 ANHEUSER-BUSCH
4.950% Due 01-15-14
1,000,000 ROCHE HOLDINGS
5.000% Due 03-01-14
2,000,000 MORGAN STANLEY
4.750% Due 04-01-14
2,000,000 PITNEY BOWES INC
4.875% Due 08-15-14
1,500,000 BELLSOUTH CORP
5.200% Due 09-15-14
Market
Value
95.32
1,429,740
106.05
1,590,686
0.1
96.84
1,452,608
106.09
1,591,316
0.1
5
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
1,000,000
1,045,000
1,250,000
2,000,000
2,450,000
Security
MERCK & CO
4.750% Due 03-01-15
E.I. DUPONT DE
NEMOURS
4.750% Due 03-15-15
SHELL
INTERNATIONAL
FINANCE
3.100% Due 06-28-15
JP MORGAN CHASE
& CO
5.150% Due 10-01-15
DIAGEO FINANCE BV
5.300% Due 10-28-15
Unit
Cost
Total
Cost
Price
966,650
110.12
1,101,202
0.0
98.37
1,027,946
109.36
1,142,776
0.0
102.07
1,275,925
102.69
1,283,686
0.0
96.24
1,924,760
105.76
2,115,238
0.1
112.50
2,756,250
111.27
2,725,995
0.1
11,550,899
0.4
95.43
1,431,435
112.43
1,686,423
0.1
101.75
2,035,030
114.11
2,282,228
0.1
100.83
1,512,405
112.06
1,680,908
0.1
104.37
1,565,490
115.44
1,731,605
0.1
102.74
2,054,898
113.66
2,273,162
0.1
102.98
1,029,820
114.89
1,148,913
0.0
102.54
512,720
111.04
555,198
0.0
11,358,436
0.4
10,141,798
2017 Maturities
1,500,000 GOLDMAN SACHS
GROUP INC
5.625% Due 01-15-17
2,000,000 TARGET CORP
5.375% Due 05-01-17
Pct.
Assets
96.67
10,833,878
2016 Maturities
1,500,000 ORACLE CORP
5.250% Due 01-15-16
2,000,000 CISCO SYSTEMS
5.500% Due 02-22-16
1,500,000 HOME DEPOT
5.400% Due 03-01-16
1,500,000 ABBOTT
LABORATORIES
5.875% Due 05-15-16
2,000,000 CONOCOPHILLIPS
CANADA
5.625% Due 10-15-16
1,000,000 SIEMENS FINAN
5.750% Due 10-17-16
500,000 GULF POWER CO.
5.300% Due 12-01-16
Market
Value
95.76
1,436,460
105.74
1,586,157
0.1
98.18
1,963,660
112.07
2,241,362
0.1
6
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
2,325,000
1,500,000
1,500,000
1,500,000
Security
CAMPBELL SOUP,
callable
3.050% Due 07-15-17
BANK OF AMERICA
6.000% Due 09-01-17
DEUTSCHE BANK
AG LONDON
6.000% Due 09-01-17
MCDONALD'S CORP
5.800% Due 10-15-17
Unit
Cost
Total
Cost
Price
2,346,925
100.46
2,335,649
0.1
101.84
1,527,570
104.80
1,572,008
0.1
108.81
1,632,195
112.02
1,680,344
0.1
102.65
1,539,690
115.54
1,733,160
0.1
11,148,679
0.4
105.87
1,587,983
107.23
1,608,441
0.1
101.29
1,519,275
111.00
1,664,997
0.1
104.92
1,049,180
114.45
1,144,536
0.0
104.38
939,438
110.42
993,758
0.0
5,411,732
0.2
5,095,876
2019 Maturities
1,000,000 NOVARTIS SECS
INVEST LTD
5.125% Due 02-10-19
1,500,000 HONEYWELL
INTERNATIONAL
5.000% Due 02-15-19
1,000,000 PRINCETON
UNIVERSITY, callable
4.950% Due 03-01-19
1,000,000 DUKE ENERGY OHIO
5.450% Due 04-01-19
1,000,000 DUKE UNIVERSITY,
callable
5.150% Due 04-01-19
Pct.
Assets
100.94
10,446,500
2018 Maturities
1,500,000 CREDIT SUISSE NEW
YORK
6.000% Due 02-15-18
1,500,000 MIDAMERICAN
ENERGY CO.
5.300% Due 03-15-18
1,000,000 PACIFICORP
5.650% Due 07-15-18
900,000 SOUTH CAROLINA
ELECTRIC & GAS
5.250% Due 11-01-18
Market
Value
101.20
1,012,000
110.60
1,106,034
0.0
99.40
1,491,045
109.47
1,642,068
0.1
101.17
1,011,660
108.36
1,083,600
0.0
102.71
1,027,070
111.47
1,114,748
0.0
101.26
1,012,630
108.88
1,088,770
0.0
7
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
1,500,000
1,500,000
Security
BB&T
6.850% Due 04-30-19
BARCLAYS BANK
PLC
6.750% Due 05-22-19
Unit
Cost
Total
Cost
Price
1,696,770
115.20
1,727,984
0.1
111.82
1,677,360
112.95
1,694,259
0.1
9,457,463
0.4
106.78
1,820,565
112.17
1,912,517
0.1
100.56
1,714,497
104.18
1,776,342
0.1
3,688,860
86,200,023
0.1
3.2
5,477
0.0
5,477
0.0
3,535,062
81,259,058
GNMA
GNMA
5,441
G N M A POOL
#274314
9.500% Due 08-15-19
100.00
5,441
100.67
5,441
FNMA
FNMA
867,489
8,222
1,594,229
930,998
97,156
F N M A POOL
#254952
4.500% Due 11-01-18
F N M A POOL
#050310
10.000% Due 05-01-20
F N M A POOL
#255047
5.500% Due 01-01-24
F N M A POOL
#255271
5.000% Due 06-01-24
F N M A POOL
#346951
7.500% Due 05-01-26
Pct.
Assets
113.12
8,928,535
2020 Maturities
1,705,000 MOTIVA
ENTERPRISES
5.750% Due 01-15-20
1,705,000 FLORIDA POWER
CORP
4.550% Due 04-01-20
Market
Value
99.95
867,082
105.94
918,992
0.0
100.00
8,222
115.30
9,480
0.0
101.73
1,621,879
108.18
1,724,605
0.1
104.12
969,402
106.50
991,522
0.0
98.38
95,577
114.38
111,126
0.0
8
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
1,251,716
968,193
1,871,868
Security
F N M A POOL
#744602
5.000% Due 10-01-33
F N M A POOL
#773717
5.000% Due 04-01-34
F N M A POOL
#879091 var
5.554% Due 06-01-36
Unit
Cost
Total
Cost
Price
99,651
167,117
1,418,859
1,134,996
832,843
11,596
331,322
2,120,351
F H L M C POOL
#E20236
7.000% Due 04-01-11
F H L M C POOL
#E88726
6.000% Due 04-01-17
F H L M C POOL
#E01162
5.500% Due 05-01-17
F H L M C POOL
#E96445
5.000% Due 06-01-18
F H L M C POOL
#E01489
4.500% Due 11-01-18
F H L M C POOL
#B13421
4.000% Due 04-01-19
F H L M C POOL
#360106
10.000% Due 05-01-20
F H L M C POOL
#C90570
5.500% Due 06-01-22
F H L M C POOL
#C90719
5.000% Due 10-01-23
Pct.
Assets
98.67
1,235,092
105.77
1,323,878
0.0
101.13
979,085
105.64
1,022,799
0.0
100.18
1,875,232
107.06
2,003,928
0.1
8,106,330
8,106,330
0.3
0.3
7,651,570
7,651,570
FHLMC
FHLMC
5,893
Market
Value
98.50
5,805
102.17
6,021
0.0
101.13
100,772
109.14
108,760
0.0
100.73
168,345
107.46
179,586
0.0
101.27
1,436,817
106.64
1,513,086
0.1
99.86
1,133,400
104.96
1,191,303
0.0
99.89
831,932
103.72
863,816
0.0
99.97
11,592
115.39
13,380
0.0
99.47
329,561
107.30
355,498
0.0
104.19
2,209,141
106.29
2,253,743
0.1
9
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
70,067
1,130,404
1,102,521
1,046,167
Security
F H L M C POOL
#C80396
7.000% Due 04-01-26
F H L M C POOL
#C91033
5.500% Due 06-01-27
F H L M C POOL
#A15349
5.000% Due 11-01-33
F H L M C POOL
#G02401
5.500% Due 10-01-36
Unit
Cost
Total
Cost
Price
Pct.
Assets
95.81
67,133
113.53
79,549
0.0
97.44
1,101,437
106.82
1,207,464
0.0
98.50
1,085,983
105.57
1,163,898
0.0
99.52
1,041,100
106.88
1,118,133
0.0
10,054,238
10,054,238
0.4
0.4
9,523,018
9,523,018
CMO/ABS
CMO/ABS
2,500,000 A B S C O M E T
2008-A5 var
4.850% Due 02-18-14
1,062,242 C M O F N M A
2002-83 HC
5.000% Due 01-25-17
451,478 C M O F H L M C
2645-BA
4.500% Due 02-15-18
2,771,337 C M O F H L M C
3649- HB
2.000% Due 11-15-18
2,500,000 C M O F H L M C
2541-VL
5.500% Due 11-15-20
616,869 S B A P 2004-20C 1
4.340% Due 03-01-24
2,218,043 S B A P 2004-20L 1
4.870% Due 12-01-24
1,711,077 S B A P 2005-20E 1
4.840% Due 05-01-25
1,433,275 S B A P 2006-20L
5.120% Due 12-01-26
Market
Value
101.47
2,536,719
101.24
2,531,100
0.1
100.00
1,062,242
101.30
1,076,072
0.0
97.53
440,332
104.97
473,934
0.0
99.81
2,766,140
100.20
2,776,879
0.1
97.31
2,432,813
104.49
2,612,150
0.1
107.50
663,134
104.84
646,748
0.0
106.62
2,364,988
107.94
2,394,100
0.1
106.50
1,822,297
106.28
1,818,554
0.1
104.66
1,500,012
107.28
1,537,635
0.1
10
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
3,000,000
2,500,000
2,486,496
2,000,000
589,785
4,000,000
2,500,000
2,500,000
2,275,272
3,000,000
2,500,000
2,575,000
3,662,970
2,321,000
Security
CMO FHLMC
2684-PD
5.000% Due 03-15-29
CMBS GNMA
2008-24B
3.862% Due 03-16-29
S B A P 2009-20H 1
4.450% Due 08-01-29
S B A P 2010-20I 1
3.210% Due 09-01-30
CMO FNMA
2002-82 QD
5.500% Due 02-25-32
CMO GNMA
2003-66 EH
5.000% Due 05-20-32
CMO FHLMC
3138-PC
5.500% Due 06-15-32
CMO FHLMC
3165-ND
5.500% Due 10-15-34
CMO GNMA
2009-93 EJ
3.500% Due 05-20-35
CMO FNMA
2006-117 PD
5.500% Due 07-25-35
CMBS CSFB
2004-C5 A4 var
4.829% Due 11-15-37
CMBS MLMT
2004-KEY A3
4.615% Due 08-12-39
CMO FNMA
2010-57 AP
4.500% Due 08-25-39
CMBS BSCMS
2005-T20 A4A var
5.302% Due 10-12-42
Unit
Cost
Total
Cost
Price
Market
Value
Pct.
Assets
100.47
3,014,063
102.12
3,063,660
0.1
97.55
2,438,672
104.77
2,619,350
0.1
109.00
2,710,280
104.81
2,606,158
0.1
101.41
2,028,125
97.44
1,948,750
0.1
101.63
599,369
105.27
620,884
0.0
97.75
3,910,000
106.38
4,255,000
0.2
97.92
2,448,047
105.76
2,644,075
0.1
96.59
2,414,844
108.44
2,710,950
0.1
102.69
2,336,420
104.14
2,369,491
0.1
99.25
2,977,500
109.19
3,275,820
0.1
107.75
2,693,750
104.94
2,623,525
0.1
98.63
2,539,594
103.72
2,670,893
0.1
105.87
3,878,170
104.23
3,817,768
0.1
99.94
2,319,549
107.64
2,498,301
0.1
11
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
2,000,000
2,500,000
2,660,000
Security
CMBS MLMT
2005-LC 1 var
5.452% Due 01-12-44
CMBS JPMCC
2005-LDP5 A4
5.345% Due 12-15-44
CMBS GECMC
2005-CL A5
4.772% Due 06-10-48
Unit
Cost
Total
Cost
Price
COMMON STOCK
20,968 AGL RESOURCES INC
140,463 AMERICAN EXPRESS
28,092 AMERIPRISE
FINANCIAL INC
79,500 AT&T INC
68,624 BANK OF AMERICA
CORPORATION
25,728 BRISTOL-MYERS
SQUIBB
4,910 DOMINION
RESOURCES INC
20,210 DU PONT DE
NEMOURS & CO
32,000 DUKE ENERGY
261,280 EXXON
9,601 FRONTIER
COMMUNICATIONS
230,352 GENERAL ELECTRIC
302,053 JP MORGAN CHASE
& CO
119,700 NORFOLK
SOUTHERN
78,800 PFIZER
320,000 PROCTER & GAMBLE
Pct.
Assets
103.77
2,075,469
101.84
2,036,740
0.1
100.33
2,508,203
107.66
2,691,400
0.1
97.59
2,595,994
105.21
2,798,639
0.1
61,118,578
61,118,578
2.3
2.3
59,076,724
59,076,724
THE COCA-COLA COMPANY
34,136,323 THE COCA-COLA
COMPANY
Market
Value
1.80
61,564,300
65.77
2,245,145,964
84.3
20.26
6.11
4.35
424,710
858,394
122,289
35.85
42.92
57.55
751,703
6,028,672
1,616,695
0.0
0.2
0.1
5.48
5.32
435,807
364,860
29.38
13.34
2,335,710
915,444
0.1
0.0
2.56
65,803
26.48
681,277
0.0
4.74
23,281
42.72
209,755
0.0
29.59
597,963
49.88
1,008,075
0.0
4.45
8.28
3.74
142,493
2,163,465
35,886
17.81
73.12
9.73
569,920
19,104,794
93,418
0.0
0.7
0.0
3.13
6.99
721,909
2,110,367
18.29
42.42
4,213,138
12,813,088
0.2
0.5
7.36
881,125
62.82
7,519,554
0.3
17.66
3.47
1,391,608
1,111,230
17.51
64.33
1,379,788
20,585,600
0.1
0.8
12
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Lines 2 and 10 a,b,c
Statements 10, 11, and 12
PORTFOLIO APPRAISAL - SETTLED TRADES
December 31, 2010
Quantity
60,000
90,160
16,000
715,562
39,928
40,000
Security
PROGRESS ENERGY,
INC
SOUTHERN
COMPANY
SPECTRA ENERGY
CORP
SUNTRUST BANKS
UNITED
TECHNOLOGIES
VERIZON
COMMUNICATIONS
Unit
Cost
Total
Cost
Price
Market
Value
Pct.
Assets
21.51
1,290,632
43.48
2,608,800
0.1
9.07
818,143
38.23
3,446,817
0.1
6.42
102,720
24.99
399,840
0.0
8.28
3.65
5,922,572
145,922
29.51
78.72
21,116,235
3,143,132
0.8
0.1
13.62
544,731
35.78
1,431,200
0.1
20,275,911
111,972,654
4.2
375,407,629
2,664,084,272
100.0
TOTAL PORTFOLIO
13
ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425
Form 990-PF, Year 2010, Page 2, Part III, Line 3
STATEMENT 9
Grants of The Coca-Cola Company common stock - NON-TAXABLE GAINS:
DATE
Community Fdn. For Atlanta fbo Grady
SHARES
PRICE
GRANT
AMOUNT
COST
NON-TAXABLE
GAIN
6/10/10
476,645 $52.45
$ 25,000,030
$
867,229
$ 24,132,801
8/2/10
443,184 $56.41
$ 25,000,009
$
806,349
$ 24,193,660
12/2/10
469,954 $64.90
$ 30,500,015
$
855,056
$ 29,644,959
$ 80,500,054
$ 2,528,634
$ 77,971,420
Memorial Hospital Corporation
Community Fdn. For Atlanta fbo Grady
Memorial Hospital Corporation
Community Fdn. For Atlanta fbo Grady
Memorial Hospital Corporation
TOTALS
1,389,783
TOTAL - Other increases not included in line 2
$ 77,971,420
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 2, Part II, Line 14
LAND and BUILDINGS
Ichauway, Baker County, Georgia
Land - acreage
less sale 2004
purchase 2006
28,785.000
295.000
5.457
-6.804
10.889
29,089.542
per acre cost
387 $ 11,145,552
276,415
937
2,002
10,926
387
(2,635)
5,596
60,938
11,491,196
Timber
Buildings - original
Flood loss - 1995
Less depreciation
1990
1991
1992
1993
1994
1995
Flood loss
1995
1996
1997
1998
1999
9,866,335
$
$
$ 21,357,531
516,994
(24,735)
492,259
21,849,790
49,450
44,502
74,179
59,340
59,340
55,448
(12,136)
49,226
49,226
49,226
14,458
-492,259
$ 21,357,531
Depreciation was calculated by straight-line method for 10 years.
Depreciation was attributable to assets held for use directly
in carrying out charitable purposes.
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s 2010 Annual Report
to the
Trustees of Ichauway, Inc.
University of Georgia students learn prescribed burning
April 5, 2011
Submitted by
Lindsay R. Boring, Ph.D.
Director
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
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 programs continue to expand and develop new dimensions. We
effectively integrate natural resource conservation with our research and education/
outreach. Our programs continue to be productive and of high quality, and external
funding has increased. The number of scientific publications was sustained, and the
quality remained high. The Center sponsored over 40 educational/outreach events
with approximately 900 participants, marking our busiest year on record for these
program elements. The exemplary natural resource management of Ichauway and its
demonstration areas continues to enhance our research and education programs.
Scientific Advisory Committee
The members of the Scientific Advisory Committee (SAC) met February 8, 2011 to
assess and comment upon development and productivity of Center programs. We
quote their summary: “We are very pleased to see the continuing productivity and
maturation of the research/conservation/education/outreach programs of the Center.
Integration among research, conservation and education programs is now clearly
evident, and we are pleased to see this outstanding progress during the past year.
We sense a genuine effort to reach out, form partnerships, and to value the need for
a more holistic approach in addressing the complicated, ecological relations inherent
in developing an ecosystem understanding of the natural systems being investigated
and managed. The SAC views successful recruitment of the two open positions as a
matter of the highest priority and one that should receive the fullest attention.”
Research
General
Our Center funded long-term research is organized into five projects:
1)
2)
3)
4)
5)
Productivity and biodiversity of longleaf pine ecosystems
Longleaf pine forestry and prescribed fire
Lower Flint River Basin ecology and water resources
Wildlife predator ecology and habitat relationships
Wetlands ecology and restoration
2
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
These projects were enhanced by nine visiting scientists, 31 other collaborators, 27
graduate students, four newly-awarded grants for 2010 and by education activities and
events associated with each project.
Program Development
The Center continues to increase its interactions with other programs and institutions,
as well as expanding external funding and the geographic focus of its science and
outreach programs. While many of our program initiatives have been in place for
several years, we had significant advancements in the following areas:
1) Expanded funding base with four new grants and contracts related to long-term
Center programs. These join eleven other ongoing externally funded projects.
2) The Jones Center continued to work with the National Science Foundation
(NSF) National Ecological Observatory Network (NEON) as a candidate site to
collaborate with 60 other sites in the U.S.
3) Began targeted searches for two experienced scientists to fill openings in Fire
and Aquatic Ecology.
4) Continued field implementation of the long-term Longleaf Pine Ecological
Forestry and Fire research project.
5) New collaborative projects are addressing science information gaps in carbon
dioxide emissions and sequestration by longleaf pine forests to support
environmental policy.
6) Our wetlands and wildlife research groups have made great progress in the
broad integration of their research among scientists, as well as with outside
collaborators. This is reflected in the high quality and quantity of publications
as well as in their applications and outreach messages.
Productivity
Our research program continues to achieve a high level of productivity. Staff
published 26 articles in peer-reviewed research journals, twelve in other documents,
including outreach, and had fourteen papers in press. Presentations were given at
national and regional professional meetings. A total of 27 graduate students from
seven universities were supported by the Center in 2010.
External Support and Collaboration
Our staff secured external funding for research and outreach programs that are
compatible with organizational objectives. These awards for 2010 were $548,988 for
fifteen projects from the following sources:
3
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
1) Department of Energy (DOE), National Institute for Climate Change Research
through Duke University (1)
2) National Fish and Wildlife Foundation (NFWF) (2)
3) Environmental Protection Agency (EPA) (1)
4) U.S. Army Corps of Engineers through University of Georgia (1)
5) Department of Defense Strategic Environmental Research and Development
Program (DOD-SERDP) (1)
6) Department of Defense (Moody Air Force Base) (1)
7) The Nature Conservancy (TNC) (2)
8) GA Ornithological Society (1)
9) R. Howard Dobbs, Jr. Foundation (1)
10) GA Department of Natural Resources (1)
11) National Wild Turkey Federation (1)
12) U.S. Department of Agriculture (USDA), Forest Service Southern Research
Station (1)
13) U.S. Department of Agriculture (USDA) through Mississippi State University (1)
Education and Outreach
Overall
Education and Outreach marked the busiest year in our history with over 40 groups
and 900 participants visiting the Center for workshops, field tours, short courses
and special events. All staff participate 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, fire ecology, wildlife
management, forestry, conservation biology, wetland ecology and mosquito
ecology. Universities represented included the University of Georgia (UGA),
University of Florida (UF), Abraham Baldwin Agricultural College (ABAC),
Arkansas Tech University (ATU), Valdosta State University (VSU), Berry
College, Darton College, Emory University, University of the South, University of
Central Florida and Yale University.
•
Conducted three week-long “Maymester” classes. The 2010 courses were
prescribed fire (UGA), wildlife management (UGA) and coastal plain ecosystem
ecology and conservation (UGA and UF).
4
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
•
April 5, 2011
Hosted the UGA Institute for Georgia Environmental Leadership class for a
one-day visit to learn about water, forestry and fire 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. Included a field day with over 44 attendees on Longleaf Pine
restoration for wildlife and vegetation management.
•
Published a key Ecological Forestry research article which combines ecological
and economic information on our Stoddard-Neel forestry system.
•
Held an event in Thomasville, Georgia for the public to commemorate Leon
Neel’s UGA Press book, The Art of Managing Longleaf, with 160 participants.
Prescribed Fire Outreach
•
Continued to develop the National Coalition of Prescribed Fire Councils under
Mark Melvin’s leadership.
•
Center staff supported the Georgia Prescribed Fire Council and hosted an
annual meeting in Tifton with over 130 attendees. Mark Melvin serves as Vicechair.
•
Hosted the Georgia Environmental Protection Division (EPD) air quality branch
chief and Region 4 U.S. Environmental Protection Agency (EPA) air quality
chief for educational field tour on prescribed fire.
•
Hosted a one-day visit by a WALB television crew on Georgia’s Prescribed Fire
Awareness Week to promote the benefits of prescribed fire.
•
Hosted a one-day field tour for the National Prescribed Fire Training Center
focusing on prescribed fire use in the southeastern U.S. with 43 participants.
•
Conducted a two-day course on prescribed fire for Center employees and
graduate students.
5
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Water Resources Outreach
•
Woody Hicks served on the Governor’s Water Resources Advisory Committee
and Technical Review Committee.
•
Conducted a three-day research conference and summitt on ApalachicolaChattahoochee-Flint (ACF) water resources with over 118 participants.
•
Conducted a two-day Adopt-A-Stream Training Workshop that included a
Flint River trip focused on the Flint’s unique habitats and biota with fourteen
participants.
•
Hosted a three-day ACF Stakeholders Workshop to define environmental flows
in the basin with 30 participants.
•
Conducted a four-day Freshwater Mussel and Fishes Training Workshop
focusing on field survey techniques and identification of freshwater mussels
and host fishes with sixteen participants.
•
Woody Hicks and Dr. Kay Kirkman serve on the Albany-Dougherty Flint River
Greenspace Advisory committee.
•
Staff served as educational and technical advisors to Flint RiverQuarium. Dr.
Lindsay Boring continues to serve on the Flint RiverQuarium Board.
Government Agency and Conservation NGO Outreach
•
Conducted a three-day Army Installation Management Command
Southeastern Ecological Forestry Workshop for foresters from Army
installations across the southeastern U.S. with 42 participants.
•
Conducted a three-day Ecological Forestry Workshop for the U.S. Fish
and Wildlife Service refuge managers from across the Southeast with 20
participants.
•
Hosted the Georgia Forestry Commission Board and staff for a two-day visit
including a field tour covering the topics of prescribed fire, water resources and
ecological forestry.
•
Hosted a one-day field tour to familiarize members of Senator Isakson’s staff
with Jones Center Programs.
•
Dr. Steve Golladay continues to serve on Board of Directors of Georgia
Department of Natural Resources (DNR) “Adopt a Stream” program.
6
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
•
Kevin McIntyre served on steering committee for implementation of America’s
Longleaf, a range-wide conservation plan for Longleaf Pine.
•
Kevin McIntyre and Steve Jack served on land management review committee
for Suwannee River Water Management District.
•
Kevin McIntyre and Steve Jack worked with South Carolina The Nature
Conservancy, U.S. Forestry Service and private landowners on restoration of
2,000 acres of Longleaf Pine.
Regional K – 12 Educators
•
Hosted a week-long workshop and field experience for K-12 educators of the
Environmental Education Research Academy (EERA) with sixteen participants.
•
Hosted a two-day workshop for the Science Collaborative on incorporating
science into the classroom with sixteen participants.
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
firebreaks, restoration and research support.
•
12,700 acres were burned by prescription through October 2010.
•
Approximately 70 acres were treated for hardwood removal and cleanup
by Jones Center personnel in targeted areas of the property (e.g., field and
wetland margins) using our feller-buncher. A majority of the hardwood cleanup
was carried out in the Turkey Woods, with off-site hardwood patches removed
from one of the best examples of longleaf-wiregrass forest on Ichauway.
These removals facilitated open views across the burn units and greatly
improved the aesthetics of the area.
•
We routinely applied herbicides to further restoration efforts in hardwood
removal areas and around overgrown field 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
7
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
mechanical treatments (i.e., spot treatments) to provide additional control of
hardwoods in areas under restoration.
•
Significant effort went toward the first operational treatments of Japanese
climbing fern (Lygodium japonicum). Japanese climbing fern is a highly
invasive exotic plant species that is rapidly becoming one of the worst invasive
plants in the Southeast. It is a true fern but grows as a vine and can rapidly
overtop other vegetation when light and soil resources are readily available,
forming thick mats. Japanese climbing fern burns readily and is resistant to
fire (i.e., it resprouts), and is difficult to eradicate or control due to copious
spore production and dissemination. Many large spots of Japanese climbing
fern were treated along the Flint River corridor (along River Road) with
herbicides. The treated areas will be spot treated in the fall to kill surviving
plants, and the areas monitored for any survivors and to determine what plants
first become established in the treated areas.
•
We continued salvage operations to utilize dead trees that present hazard
situations (primarily along roads or firebreaks). Recently dead trees – typically
from lightning strikes or blowdown – were harvested, taken to the portable
sawmill where they were 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.
Conservation Management Demonstration Area
•
In 2010 only ongoing management activities, such as prescribed fire
and agricultural field management, were carried out in the Conservation
Management Demonstration Area (CMDA) with no major management
treatments (such as timber harvest) conducted. A refereed journal publication
using data from the CDMA was published in the Journal of Forestry (July/
August issue) in 2010; this article examines the financial feasibility of the
Ichauway approach to forest and wildlife management as compared to more
common even-aged forest management approaches. In addition, frequent
outreach events visited the CMDA, and several active research projects
within the unit were supported by Conservation personnel, primarily through
implementing specific burning prescriptions.
Apprenticeship (Intern) Program
•
One apprentice participated in the program during 2010. Phillip “Buck” Booker,
a May 2010 graduate of UGA began work in June and continues in the
position. A second apprentice was recruited during the fourth quarter of 2010,
Bradley Bennett, also a UGA graduate (December 2010), joining the program
in January 2011.
8
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Monitoring
•
Measurements were continued in the long-term forest monitoring (LTM)
plots with additional plots installed during the summer measurement period.
These added plots are part of a planned expansion to better characterize
conditions on Ichauway and bring the total number of LTM plots to 864, with
a quarter of the plots sampled each year. To accommodate the additional
work arising from the increased number of plots we also reduced the number
of measurements recorded at each location through a prioritization of 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 Red-cockaded Woodpecker (RCW) population on
Ichauway continued. The the population again increased following the minor
declines in 2008 and 2009.
•
In 2010 there were 24 active clusters, fourteen breeding pairs and a total of
56 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 ten successful nests with nineteen
juveniles banded and fledged. No birds were translocated to Ichauway in
2010.
•
A grant from the Georgia Ornithological Society (GOS) Bill Terrell Avian
Conservation Grant program, obtained in 2009, continued support for the
9
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
RCW restoration program. This grant primarily provided cost reimbursement for
management activities associated with the RCW management and some funds
to hire hourly workers to help in the RCW management and monitoring.
Presentations, Publications, Service and Training
•
Our staff continued to communicate through meetings, proceedings and
workshops with other professionals about our conservation programs and
collaborations including: presentations at the Longleaf Alliance Regional
conference, Joint Conference of the North Carolina Prescribed Fire Council and
the North Carolina Longleaf Coalition, Ecological Society of America annual
convention, Society of American Foresters national convention, numerous
fire council meetings, and refereed, non-refereed, and technical publications.
Conservation staff also played a central role in conducting a multi-day ecological
forestry shortcourse at Ichauway, presentations to local civic club groups and
serving as officers in professional societies.
•
Significant 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
Fire Councils and serving as a representative of the prescribed fire community to
several regional and national organizations.
Personnel Changes
•
Stephanie Allums was promoted to Central Lab Manager. Stephanie was
formerly the Aquatic Microbiology Lead Research Technician.
•
Noore Ghunaym was promoted to Computer Network Manager. Noore was
formerly the Systems Administrator.
•
Jonathan Stober left the Conservation program in May 2010 to take a position
with the U.S. Forest Service on the Talladega National Forest in Alabama.
Jonathan was the Conservation Wildlife Biologist for over 10 years and
contributed greatly to the success of the programs.
•
Brandon Rutledge was recruited to fill 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 has worked at the Jones Center as a lead research technician and a
conservation management apprentice.
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Budget Summary
The total budget for Ichauway, Inc. and the Joseph W. Jones Ecological Research
Center in 2010 was $8,418,310. The major source of funding for this budget was
a grant from the Robert W. Woodruff Foundation in the amount of $8,000,000.
Additional grants received for research and other activities totaled $548,988.
All divisions of Ichauway operated within budget in 2010. Expenses for Research
and support activities were $3,294,488. Conservation and Land Management
expenses were $1,844,046. The expenses for Education and Outreach activities
were $497,049. Expenses for Administration, Maintenance and Operations were
$2,589,721, which also includes overall Center operating expenses such as taxes,
electric power and insurance costs.
11
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April 5, 2011
APPENDIX
DIRECTOR’S 2010 ANNUAL REPORT
to the
TRUSTEES OF ICHAUWAY, INC.
Dr. Kay Kirkman and Native Warm Season Grasses Workshop
Dr
I
Publications, Presentations and Grants
II
Education and Outreach Activities
III
Graduate Students
IV
Scientific Advisory Committee
V
Staff
VI
Jones Center Guest Seminars
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Publications, Presentations and Grants
2010 “In Press” Articles
Boring, L. R., K. J. Elliott and T. W. Swank. Successional forest dynamics: 20 years
following clearcutting. In D. A. Crossley and W. T. Swank (eds.) Recovery of a
forested ecosystem: Commercial clearcutting in the southern Appalachians. Oxford
Press.
Buckner, E., S. Golladay, M. Blackmore and A. Covich. Spatial and temporal
variation of adult mosquitoes at Ichauway in southwestern Georgia. Journal of Vector
Ecology.
Conner, L. M., S. B. Castleberry and A. M. Derrick. Effects of mesopredators and
prescribed fire on hispid cotton rat survival and cause-specific mortality. Journal of
Wildlife Management.
Hoss, S. K., G. W. Schuett, R. L. Earley and L. L. Smith. Reproduction in male
Eastern diamond-backed rattlesnakes (Crotalus adamanteus): Relationship of
plasma testosterone to dimension changes of the testis/kidney. Southeastern
Naturalist.
Jones, D. D., L. M. Conner, R. J. Warren, and G. O. Ware. Effects of a localized
food source and nest density on success of artificial ground nest. Proceedings of the
Southeastern Association of Fish and Wildlife Agencies.
Kirkman, L. K., E. A. Whitehead, S. W. Golladay, L. L. Smith and S. P. Opsahl. A
research framework for identifying potential linkages between isolated wetlands and
disease ecology. Ecological Research.
Kirkman, L. K., L. L. Smith and S. W. Golladay. Southeastern depressional wetlands.
In D. Batzer and A. Baldwin (eds.). Wetland Habitats of North America: Ecology and
Conservation Concerns. University of California Press.
Morris, G., L. M. Conner and M. K. Oli. Effects of prescribed fire, mammalian
predator exclusion, and supplemental feeding on cotton rat space use. Journal of
Mammalogy.
Morris, A. D., D. A. Miller and L. M. Conner. Home range size of evening bats
(Nycticeius umeralis) in southwestern Georgia. Southeastern Naturalist.
Sargent, L. W., S. W. Golladay, A. P. Covich and S. P. Opsahl. Physicochemical
habitat association of a native and non-native crayfish in the lower Flint River,
Georgia: Implications for invasion success. Biological Invasions.
Appendix I
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Smith, L. L., S. K. Hoss, K. Wheeler and S. Varner. Farancia erytrogramma (Rainbow
snake). Herpetological Review.
Steen, D. A., J. A. Stiles, S. H. Stiles, C. Guyer, J. Pierce, D. C. Rudolph and L. L.
Smith. Regina rigida. Terrestrial movement. Herpetological Review.
Stuble, K., L. K. Kirkman, C. R. Carroll and N. J. Sanders. Relative effects of
disturbance on red imported fire ants and native ant species in a longleaf pine
ecosystem. Conservation Biology.
Webster, J. R., E. F. Benfield, S. W. Golladay and M. E. McTammany. Recovery
of particulate organic matter dynamics in a stream draining a logged watershed.
Watershed 7 Synthesis Volume.
2010 Published Refereed Journal Articles
Atkinson, C. L., S. P. Opsahl, A. P. Covich, S. W. Golladay and L. M. Conner. Stable
isotopic signatures, tissue stoichiometry, and nutrient cycling (C and N) of native and
invasive freshwater bivalve. Journal of the North American Benthological Society
29:496-505.
Borgo, J. S., M. R. Conover and L. M. Conner. Flying squirrel removal does not
reduce their use of simulated red-cockaded woodpecker nest clusters. Southeastern
Naturalist 9:813-820.
Cathey, S. E., L. R. Boring and T. R. Sinclair. Assessment of N2 fixation capability
of native legumes from the longleaf pine-wiregrass ecosystem. Environmental and
Experimental Botany 67:444-450.
Conner, L. M., J. C. Rutledge and L. L. Smith. Effects of mesopredators on nest
survival of shrub-nesting songbirds. Journal of Wildlife Management 74:73-80.
Derrick, A. M., L. M. Conner and S. B. Castleberry. Effects of prescribed fire and
predator exclusion on refuge selection by Peromyscus gossypinus Le Conte (Cotton
Mouse). Southeastern Naturalist 9:733-780.
Graham, S. P., D. A. Steen, K. T. Nelson, A. M. Durso and J. C. Maerz. An
overlooked hotspot? Rapid biodiversity assessment reveals a region of exceptional
herpetofaunal richness in the southeastern United States. Southeastern Naturalist
9:19-34.
Hernandez, S. M., D. J. Gammons, N. Gottdenker, M. T. Mengak, L. M. Conner, and
S. J. Divers. Technique, safety, and efficacy of intra-abdominal transmitters in ninebanded armadillos. Journal of Wildlife Management 74:174-180.
Appendix I
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Hoss, S. K., C. Guyer, L. L. Smith and G. W. Schuett. Multiscale influences of
landscape composition and configuration on the spatial ecology of Eastern diamondbacked rattlesnakes (Crotalus adamanteus). Journal of Herpetology 44:110-123.
Iacona, G. W., L. K. Kirkman and E. M. Bruna. Effects of resource availability on
seedling recruitment in a fire-maintained savanna. Oecologia 163:171-180.
Kaeser, M. and L. K. Kirkman. The effects of pre- and post-emergent herbicides on
non-target native plant species of the longleaf pine ecosystem. Journal of the Torrey
Botanical Society 137:420-430.
Kirby, J. D., J. C. Rutledge, I. G. Jones, L. M. Conner and R. J. Warren. Effects
of time of day and activity status on bobcat (Lynx rufus) cover-type selection in
southwestern Georgia. Southeastern Naturalist 9:317-326.
Linehan, J. M., L. L. Smith and D. A. Steen. Ecology of the Eastern Kingsnake
(Lampropeltis getula getula) in a longleaf pine (Pinus palustris) forest in southwestern
Georgia. Herpetological Conservation and Biology 5:94-101.
McCormack, M. L., S. G. Pritchard, S. Breland, M. A. Davis, S. A. Prior, G. B.
Runion, R. J. Mitchell and H. H. Rogers. Soil fungi respond more strongly than fine
roots to elevated CO2 in a model regenerating longleaf pine-wiregrass ecosystem.
Ecosystems 13:901-916.
McIntyre, R. K., S. B. Jack, B. B. McCall and R. J. Mitchell. Financial feasibility of
selection-based multiple-value management on private lands in the South: A heuristic
case study approach. Journal of Forestry 108:230-237.
Mitchell, R. J., J. K. Hiers, J. J. O’Brien, S. B. Jack and R. T. Engstrom.
Corrigendum: Silviculture that sustains: The nexus between silviculture, frequent
prescribed fire, and conservation of biodiversity in longleaf pine forests of the
southeastern United States. Canadian Journal of Forest Research 40:596.
Morris, G., L. M. Conner and M. K. Oli. Use of supplemental Northern Bobwhite
(Colinus virginianus) food by non-target species. Florida Field Naturalist 38:99-105.
O’Brien, J. J., J. K. Hiers, R. J. Mitchell, J. M. Varner III and K. Mordecai. Acute
physiological stress and mortality following fire in a long-unburned longleaf pine
ecosystem. Fire Ecology 6(2):1-12. doi: 4996/fireecology.0602001.
Opsahl, S. P., S. W. Golladay, L. L. Smith and S. E. Allums. Resource-consumer
relationships and baseline stable isotopic signatures of food webs in isolated
wetlands. Wetlands 30:1213-1224.
Appendix I
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Runion, G. B., S. A. Prior, H. H. Rogers and R. J. Mitchell. Effects of elevated
atmospheric CO2 on two southern forest diseases. New Forests 39:275-285.
Steen, D. A. Snakes in the grass: secretive natural histories defy both conventional
and progressive statistics. Herpetological Conservation and Biology 5:183-188.
Steen, D. A., J. M. Linehan and L. L. Smith. Multiscale habitat selection and refuge
use of common kingsnakes, Lampropeltis getula, in southwestern Georgia. Copeia
2010:227-231.
Steen, D. A., A. E. R. McGee, S. M. Hermann, J. A. Stiles, S. H. Stiles and C. Guyer.
Effects of forest management on amphibians and reptiles: Generalist species
obscure trends among native forest associates. Open Environmental Sciences 4:2430.
Sterrett, S. C., L. L. Smith, S. H. Schweitzer and J. C. Maerz. An assessment of two
methods for sampling river turtle assemblages. Herpetological Conservation and
Biology 5:490-497.
Stober, J. M. and L. L. Smith. Total counts versus line transects for estimating
abundance of small gopher tortoise populations. Journal of Wildlife Management
74:1595-1600.
Stuble, K. L., L. K. Kirkman, and C. R. Carroll. 2010. Are red imported fire ants
facilitators of native seed dispersal? Biological Invasions 12:1661-1669.
Temple, D. L., M. J. Chamberlain and L. M. Conner. Spatial ecology, survival and
cause-specific mortality of gray foxes (Urocyon cinereoargenteus) in a Longleaf Pine
ecosystem. American Midland Naturalist 163:413-422.
Books, Published Proceedings, Outreach and Other Publications
Clayton, B. A. and D. W. Hicks. Hydrologic Evaluation of the Grand Bay and Banks
Lake Wetland Complex, September 2009 to August 2010 (Annual Report).
Graham, S. P., A. M. Durso, D. A. Steen, V. M. Johnson, S. K. Hoss, D. J. McMoran,
K. T. Nelson, S. C. Cox, E. C. Susko, J. W. Shapiro and J. R. McMillan. An additional
bioblitz competition in Northwest Georgia yields new county records. Herpetological
Review 41:383-384.
Appendix I
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Jack, S. B., J. K. Hiers, R. J. Mitchell and J. L. Gagnon. Fuel loading and fire
intensity - effects on longleaf pine seedling survival. Pages 275-279 in J. A. Stanturf
(ed.). Proceedings of the 14th Biennial Southern Silvicultural Research Conference.
General Technical Report SRS-121. USDA, Forest Service, Southern Research
Station, Asheville, North Carolina.
Jones, K., B. Rincon and D. A. Steen. Bufo terrestris (Southern Toad). Predation.
Herpetological Review 41:334-335.
Kaeser, M. J., and L. K. Kirkman. Field and restoration guide to common native
warm-season grasses of the Longleaf Pine ecosystem. In house publication for
education and outreach.
McClure, C. J. W. and D. A. Steen. Hemidactylus turcicus (Mediterranean Gecko).
Herpetological Review 41:512.
Steen, D. A., L. L. Smith and M. A. Bailey. Suggested modifications to terrestrial box
traps for snakes. Herpetological Review 41:320-321.
Steen, D. A., G. G. Sorrell, N. J. Paris, K. J. Paris, D. D. Simpson and L. L. Smith.
2010. Heterodon platirhinos (Eastern Hog-nosed Snake). Predator/prey mass ratio.
Herpetological Review 41:365.
Steen, D. A., A. D. Steen, S. Pokswinski, S. P. Graham and L. L. Smith. Snakes
using stumpholes and windfall tree-associated subterranean structures in Longleaf
Pine forests. IRCF Reptiles & Amphibians 17(1):49-51.
Steen, D. A., S. C. Sterrett, A. M. Heupel and L. L. Smith. Snapping turtle, Chelydra
serpentina, overland movements near the southeastern extent of its range. Georgia
Journal of Science 68:196-201.
Stober, J. M. Evaluation of the Prescribed Fire Management Program at Ichauway
1994-2009. Conservation Program: Joseph. W. Jones Ecological Research Center
Whitepaper.
Stober, J. M. White-tailed deer management summary 1993-2010. Conservation
Program: Joseph. W. Jones Ecological Research Center Whitepaper.
Presentations and Abstracts
Allums, S. E., S. P. Opsahl, S. Golladay, D. W. Hicks and L. M. Conner. Land
use influence on groundwater quality in the lower Flint River Basin, Southwestern
Georgia. Apalachicola-Chattahoochee-Flint (ACF) Stakeholders Conference and
Water Task Force Joint Meeting, Bainbridge, Georgia. Poster presentation.
Appendix I
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Allums, S. E., S. P. Opsahl, S. W. Golladay, D. W. Hicks and L. M. Conner. Land
use influence and groundwater/surface interactions on water quality in the lower
Flint River Basin, Georgia. Joint Meeting American Society of Limnology and
Oceanography (ASLO) and North American Benthological Society (NABS), Sante Fe,
New Mexico. Poster presentation.
Atkinson, C. L., S. W. Golladay and M. R. First. Differences in heterotrophs attributed
to water chemistry across a gradient of agricultural impacts. Joint Meeting American
Society of Limnology and Oceanography (ASLO) and North American Benthological
Society (NABS), Sante Fe, New Mexico. Poster presentation.
Cherry, M. J., L. M. Conner and R. J. Warren. The effect of the removal of novel
stimuli on capture success of free-ranging coyotes in southwestern Georgia. The
Fall Meeting for The Georgia Chapter of The Wildlife Society, Forsyth, Georgia. Oral
presentation.
Clayton, B. Sub-surface flow to an isolated depressional wetland from rainfall
induced residual groundwater. Apalachicola-Chattahoochee-Flint (ACF) Stakeholders
Conference and Water Task Force Joint Meeting, Bainbridge, Georgia. Poster
presentation.
Conner, L. M. Managing predation: An overview of predation research at the Joseph
W. Jones Ecological Research Center. University of Georgia Student Chapter, The
Wildlife Society, Athens, Georgia. Invited oral presentation.
Conner, L. M. and J. C. Rutledge. Effects of food subsidies at multiple spatial scales.
The Wildife Society, 17th Annual Conference, Athens, Georgia. Oral presentation.
Dittler, M. and R. Jones. Evidence for non-selective feeding strategies by rootfeeding insects in a Longleaf Pine-Wiregrass system. The Ecological Society of
America (ESA) Annual Conference, Pittsburgh, Pennsylvania. Poster presentation.
Gleim, E., L. M. Conner, M. Yablsey and M. Levin. Understanding the ecological
effects of long-term prescribed fire regimes on ticks and the distribution and
population dynamics of tick-borne zoonoses: Preliminary data. The Joint Meeting
for the Association of Southeastern Biologists (ASB) and the Southeastern Society of
Parasitologists (SSP). Oral presentation.
Gleim, E., M. Yabsley, L. M. Conner and M. Levin. Ecosystem health and human
health: Understanding the ecological effects of prescribed fire regimes on distribution
and population dynamics of tick-borne zoonoses: Preliminary data. American
Association of Veterinary (AAV) Parasitologists Meeting, Atlanta, Georgia. Oral
presentation.
Appendix I
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Gleim, E., M. Yabsley, L. M. Conner and M. Levin. Wildlife, fire, disease and humans:
Using ticks to make the connection. Hollins University in Roanoke, Virginia. Invited
oral presentation.
Gleim, E., Golladay, S. W., E. M. Vedas, G. Knothe, M. Blackmore, N. Smith and C.
L. Atkinson. Water quality and larval mosquito populations in isolated agricultural
and reference wetlands in the Gulf Coastal Plain, Georgia, USA. Annual Meeting
North American Benthological Society (NABS), Santa Fe, New Mexico. Poster
presentation.
Gleim, E., M. Yabsley, L. M. Conner and M. Levin. An ongoing study of the effects
of prescribed burns on tick and tick-borne pathogen prevalence. Warnell Graduate
Student Symposium, Warnell School of Forestry and Natural Resources, University of
Georgia, Athens, Georgia. Poster presentation.
Gleim, E., M. Yabsley, L. M. Conner and M. Levin. An ongoing study of the effects of
prescribed burns on tick and tick-borne pathogen prevalence. College of Veterinary
Medicine, University of Georgia, Athens, Georgia. Poster presentation.
Golladay, S. W., T. Muenz, D. W. Hicks and R. Thomas. Land use and regional
streamflow change in the lower Flint River Basin. Apalachicola-Chattahoochee-Flint
(ACF) Stakeholders Conference and Water Task Force Joint Meeting, Bainbridge,
Georgia.
Golladay, S. W. Freshwater mussels in the lower Flint River Basin: Recent and
historical trends. National Oceanic and Atmospheric Administration (NOAA)/
National Integrated Drought Information System (NIDIS) ACF Drought Early Warning
Workshop, Albany, Georgia. Oral presentation.
Gonynor, J. L. The importance of blood and tissue archives in wildlife research.
Gopher Tortoise Council, Columbiana, Alabama. Oral presentation.
Gonynor, J. L. Gopher tortoise population health in a changing Georgia landscape:
Preliminary results. Turtle Survival Alliance meeting, Orlando, Florida. Poster
presentation.
Gonynor, J. L., L. L. Smith and M. J. Yabsley. Gopher tortoise population health
and disease ecology in changing Georgia landscape. In A. Walde, E. Walton and
R. Schaffer (eds.) Program and Abstracts of the Eighth Annual Symposium on
the Conservation and Biology of Tortoises and Freshwater Turtles, Turtle Survival
Alliance, Orlando, Florida. Poster presentation.
Appendix I
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Gonynor, J. L., M. J. Yabsley and J. B. Jensen. A preliminary survey of
Batrachochytrium dendrobatidis exposure in hellbenders from a stream in Georgia,
USA. Southeastern Partners in Amphibian and Reptile Conservations, Ocala,
Florida. Poster presentation.
Ike, C, D. Markewitz and L. R. Boring. Carbon content within a Longleaf Pine
ecosystem: The effects of land use and soil type on carbon concentration. Auburn
University Conference on Carbon Sequestration in Longleaf Pine Ecosystems,
Auburn, Alabama. Poster presentation.
Jack, S. B. Ecological forestry in the Longleaf Pine landscape. Joint Conference of
the North Carolina Prescribed Fire Council and the North Carolina Longleaf Coalition,
New Bern, North Carolina. Invited oral presentation.
Jack, S. B. Ecological forestry in Longleaf Pine: Concepts and examples from
Ichauway. The 8th Regional Longleaf Conference (Longleaf Alliance), Columbia,
South Carolina. Invited oral presentation.
Jack, S. B. and R. J. Mitchell. Silviculture to restore pine-grassland forests in the
Southeast: Trees, groundcover and time. The Society of American Foresters Annual
Convention, Albuquerque, New Mexico. Oral presentation.
Jones, D. D., L. M. Conner, R. J. Warren and G. O. Ware. Effects of a localized
food source and nest density on success of artificial ground nest. Southeastern
Association of Fish and Wildlife Agencies Meeting, Biloxi, Mississippi.
Kaeser, M. and L. K. Kirkman, R. J. Mitchell, S. B. Jack and N. A. Jansen. Recovery
of ground cover vegetation and fine fuels following silvicultural treatments in a
longleaf pine forest: Preliminary results of a long-term ecological forestry study.
Poster presentation at the Ecological Society of America Annual Meeting, Pittsburgh,
Pennsylvania. Poster presentation.
Kirkman L. K. and J. Cox. The native ground cover partners project. Georgia Native
Plant Initiative Conference, State Botanical Garden of Georgia, Athens, Georgia.
Invited oral presentation.
Kirkman, L. K., L. L. Smith, L. M. Conner, D. Steen, M. Mack, J. K. Hiers, A.
Barnett, S. Pokswinski, J. Walters and R. J. Mitchell. Restoration of a longleaf
pine ecosystem: defining components of a dynamic reference model. Strategic
Environmental Research and Development Program (SERDP) Symposium.
Washington, D.C. Poster presentation.
Appendix I
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Linehan, J. M. An evaluation of line transect distance sampling for large scale
gopher tortoise surveys in Georgia. Turtle Survival Alliance, Orlando, Florida. Oral
presentation.
Linehan, J. M., L. L. Smith and D. A. Steen. Ecology of the Eastern kingsnake in
Southwestern Georgia. Gopher Tortoise Council, Columbiana, Alabama. Poster
presentation.
Linehan, J. M., J. L. Gonynor, S. C. Sterrett, D. A. Steen, E. Condon and L. L. Smith.
Compilation of chelonian research conducted at the Joseph W. Jones Ecological
Research Center in Southwest Georgia. The Turtle Survival Alliance, Orlando,
Florida. Poster presentation.
Linehan, J. M., K. M. Stohlgren, E. M. Schlimm and L. L. Smith. Dispersal patterns of
neonate timber rattlesnakes (Crotalus horridus) in southwest Georgia. Southeastern
Partners in Amphibian and Reptile Conservation Annual Meeting, Ocala, Florida.
Poster presentation.
Linehan, J. M. and L. L. Smith. Use of a handheld computer and ArcPad® software:
Tools for conducting gopher tortoise line transect distance sampling (LTDS). Turtle
Survival Alliance, Orlando, Florida. Poster presentation.
Linehan, J. M., J. L. Gonynor, S. C. Sterrett, D. A. Steen, E. Condon and L. L. Smith.
Compilation of chelonian research conducted at the Joseph W. Jones Ecological
Research Center in Southwest Georgia. Gopher Tortoise Council, Columbiana,
Alabama. Poster presentation.
Martin, G. I., L. K. Kirkman and J. Hepinstall-Cymerman. Predicting isolated wetlands
in the Dougherty Plain, Georgia, USA. Society of Wetland Scientists Annual Meeting,
Salt Lake City, Utah. Poster presentation.
Martin, G. I., J. Hepinstall-Cymerman and L. K. Kirkman. Constructing a land
use-land cover history (1948-2007) of the Dougherty Plain, Georgia. International
Association of Landscape Ecology Annual meeting, Athens, Georgia. Poster
presentation.
McGee, J. D. Carbon sequestration in Longleaf Pine ecosystems. Auburn University
Conference on Carbon Sequestration in Longleaf Pine Ecosystems, Auburn,
Alabama. Poster presentation.
Melvin, M. A. Georgia Prescribed Fire Council: A model for success. Georgia
Forestry Assocation Annual Meeting, Amelia Island, Florida. Oral presentation.
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Mitchell, R. J. A preliminary examination of prescribed fire’s role in Longleaf Pine
carbon dynamics. Auburn University Conference on Carbon Sequestration in
Longleaf Pine Ecosystems, Auburn, Alabama. Oral presentation.
Morris G., L. M. Conner, M. K. Oli and J. Hostetler. Effects of supplemental food,
mammalian predator exclusion and prescribed fire on two species of Peromyscus
mice. 20th Colloquium on the Conservation of Mammals in the Southeastern United
States, Asheville, North Carolina. Oral presentation.
Morris G., L. M. Conner, M. K. Oli and J. Hostetler. Effects of prescribed fire,
supplemental feeding,and mammalian predator exclusion on population dynamics
and space use of cotton rats in a Longleaf Pine ecosystem. The Florida Chapter of
The Wildlife Society Annual Conference, Tallahassee, Florida. Poster presentation.
Opsahl, S. P. Sources and cycling of nutrients and dissolved organic carbon in the
Lower ACF Basin. Sustainable Water Resources Conference, University of Florida,
Gainesville, Florida. Oral presentation.
Pieterson, E. C., S. Jose, S. B. Jack, K. Kitajima and P. J. Minogue. Choice of
vegetation response measure may alter the perceived efficacy of an invasive species
control strategy. Ecological Society of America (ESA) Annual Meeting, Pittsburgh,
Pennsylvania.
Rugel, K., C. R. Jackson, S. W. Golladay, D. W. Hicks and J. F. Dowd. Identifying
groundwater-stream interaction in a karst region: Lower Flint River Basin, Georgia,
USA. American Geophysical Union Annual Conference, San Francisco, California.
Rugel, K., C. R. Jackson, S. W. Golladay, D. W. Hicks and J.F. Dowd. Long-term
effects of center pivot irrigation on streamflows in a karst environment: Lower
Flint River Basin, Georgia, USA. Apalachicola-Chattahoochee-Flint Stakeholders
Conference, Bainbridge College, Bainbridge Georgia.
Rutledge, J. C., D. A. Steen, L. M. Conner and L. L. Smith. The ecological role
of snake predations on shrub nesting birds. The Wildife Society, 17th Annual
Conference, Athens, Georgia. Poster presentation.
Scandellari, F., A. Ouimette, R. J. Mitchell and E. Hobbie. Contribution of
ectomycorrhizal and arbuscular mycorrizal fungi to C cycle in a Longleaf Pine
savanna. The Ecological Society of America (ESA) Annual Conference, Pittsburgh,
Ohio. Poster presentation.
Appendix I
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April 5, 2011
Scott, J. A., S. B. Castleberry, R. J. Warren and L. M. Conner. Predicting response
to habitat perturbations using single-season occupancy models for northern bobwhite
on Fort Bragg, North Carolina. The Wildife Society 17th Annual Conference, Athens,
Georgia.
Shearin, M., L. K. Kirkman and R. Carroll. The direct and indirect effects of the red
imported fire ant (Solenopsis invicta) on seed fate in the Longleaf Pine ecosystem.
Odum School of Ecology, University of Georgia Graduate Student Symposium
Athens, Georgia. Oral presentation.
Shearin, M., L. K. Kirkman and C. R. Carroll. The effects of the red imported fire ant
(Solenopsis invicta) on seed fate in the longleaf pine ecosystem. Poster presentation
at the Ecological Society of America Annual Meeting, Pittsburg, Pennsylvania. Poster
presentation.
Shivers, S. D., S. P. Opsahl and A. P. Covich. The impact of submerged aquatic
vegetation on nutrient dynamics and organic carbon bioavailability in a southeastern
reservoir. Odum School of Ecology Graduate Student Symposium, University of
Georgia, Athens, Georgia. Oral Presentation.
Shivers, S. D., S. P. Opsahl and A. P. Covich. The impact of submerged aquatic
vegetation on nutrient dynamics and bacterial metabolism in Lake Seminole.
Apalachicola-Chattahoochee-Flint Stakeholders Conference, Bainbridge College,
Bainbridge Georgia. Oral Presentation.
Shivers, S. D., S. P. Opsahl and A. P. Covich. The impact of submerged aquatic
vegetation on carbon dynamics and dissolved organic carbon bioavailability in a
southeastern reservoir. Water Institute Symposium, University of Florida, Gainesville,
Florida. Poster Presentation.
Shivers, S. D., S. P. Opsahl and A. P. Covich. The impact of submerged aquatic
vegetation on dissolved organic carbon production and bacterial metabolism
in a southeastern reservoir. Joint Meeting American Society of Limnology and
Oceanography (ASLO) and North American Benthological Society (NABS), Sante Fe,
New Mexico. Poster Presentation.
Shivers, S. D., S. P. Opsahl and A. P. Covich. The impact of submerged aquatic
vegetation on nutrient dynamics and microbial metabolism in Lake Seminole.
University of Georgia, Athens, Georgia. Oral Presentation
Smith, L. L. Large-scale application of distance sampling to estimate density and
abundance of gopher tortoises. The Turtle Survival Alliance, Orlando, Florida. Oral
presentation.
Appendix I
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Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Smith, L. L. Gopher tortoise survey methodology. North Florida and South Georgia
Sandhill Working, Tall Timbers Research Station, Tallahassee, Florida.
Smith, N. D. and S. W. Golladay. Coleoptera indicator species in drought
vs. flood regimes in three southwest Georgia wetland types. Joint Meeting with the
American Society Limnology and Oceanography (ASLO) and the North American
Benthological Society (NABS). Sante Fe, New Mexico. Poster presentation.
Smith, N. D., S. W. Golladay, E. M. Vedas, G. Knothe, M. Blackmore and C. L.
Atkinson. Water quality and larval mosquito populations in isolated agricultural
and reference wetlands in the Gulf Coastal Plain, Georgia. Joint Meeting with the
American Society Limnology and Oceanography (ASLO) and the North American
Benthological Society (NABS), Sante Fe, New Mexico. Oral Presentation.
Steen, D. Organization for tropical studies-Tropical Biology course recap. Auburn
University Department of Biological Sciences-Bio meeting, Auburn, Alabama. Oral
presentation.
Steen, D. Critical terrestrial habitat for nesting aquatic turtles. Alabama Partners in
Amphibian and Reptile Conservation (PARC) Annual Meeting, Andalusia, Alabama.
Oral presentation.
Steen, D. Influence of longleaf pine restoration on avian assemblages and
occupancy of species associated with the native ecosystem. Gopher Tortoise Council
Annual Meeting, Columbiana, Alabama. Poster presentation.
Steen, D. Longleaf Pine restoration on avian assemblages and occupancy of species
associated with the native ecosystem. Alabama Partners in Amphibian and Reptile
Conservation (PARC) Annual Meeting, Andalusia, Alabama. Poster presentation.
Stober, J. M. and L. L. Smith. Tortoise population estimates at the extremes. The
Turtle Survival Alliance, Orlando, Florida. Oral presentation.
Whelan, A., G. Starr, R. J. Mitchell, J. D. McGee, C. Staudhammer, J. Wright and
H. Loescher. The role of prescribed fire on Longleaf Pine carbon dynamics along
an edaphic moisture gradient. The Ecological Society of America (ESA) Annual
Conference, Pittsburgh, Ohio. Poster presentation.
Wiggers, S. Some like it hot: Fire and legume germination in the Longleaf Pine
ecosystem. Department of Biological Sciences, Auburn University, Alabama. Oral
presentation.
Appendix I
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Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Zenner, E. K. and S. B. Jack. Restoration silviculture: Context, constraints and
considerations. Society of American Foresters Annual Convention, Albuquerque,
New Mexico.
Professional Seminars, Guest Lectures and Special Programs
Boring, L. R. Application and historic context of Coweeta’s long-term research to
forest management and conservation. U.S. Forest Service’s Coweeta Hydrologic
Laboratory’s 75th Year Research Anniversary Celebration, Otto, North Carolina.
Keynote presentation.
Boring, L. R. Natural resource conservation and research in changing southern
climates. Annual Graduate Student Symposium, Warnell School of Forestry and
Natural Resources, University of Georgia, Athens, Georgia. 2010 Colloquium
Speaker.
Golladay, S.W. Adult Mosquito Ecology in Southwestern Georgia. Columbus State
University, Biology Department, Columbus, Georgia.
Golladay, S.W. Water use and hydrologic change in the ACF Basin: contrasting
regulated and unregulated rivers. Emory University, Atlanta, Georgia.
Kirkman, L. K. The perpetual forest: Using an undesirable species to bridge
restoration. Guest Faculty Lecture. University of Georgia Odum School of Ecology,
Athens, Georgia.
Kirkman, L. K. The perpetual forest: using an undesirable species to bridge
restoration. Guest Faculty Lecture. Department of Environmental Studies, Emory
University, Atlanta, Georgia.
Smith, L. L. Challenges to managing for rare fauna of the Longleaf Pine
ecosytem. Department of Environmental Studies, Emory University, Atlanta, Georgia.
Externally Funded Projects - 2010
Boring, L. R., 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 Did not receive any funds in
2010.
Conner, L. M., R. J. Warren, G. S. Sledge and S. B. Castleberry. Development,
validation and refinement of habitat suitability models for selected wildlife species on
Fort Bragg. University of Georgia. October 1, 2007 – December 31, 2010. $25,000.
Received in 2008, $8,000. Received in 2009, $6,346. Received in 2010, $10,655.
Appendix I
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Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 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 Did not receive any funds in 2010.
Conner, L. M. Effects of hunting on gobbling chronology. National Wild Turkey
Federation. August 17, 2010 – December 31, 2011. $9,974. Received in 2010,
$9,974.
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.
Hiers, J. K., R. J. Mitchell and C. B. Clements. In situ measures of fire-atmospheric
dynamics: Implications for PM 2.5 production and dispersion. Environmental
Protection Agency. June 1, 2008 – May 31, 2010. $70,000. Received in 2008,
$26,404. Received in 2009, $43,596. Did not receive any funds in 2010.
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. Received in 2007, $5,826. Received in 2008,
$33,592. Received in 2009, $28,610. Received in 2010, $7,597.
Kirkman, L. K., R. K. McIntyre and L. M. Conner. Enhancing longleaf ecosystem
understory. National Fish and Wildlife Foundation. October 31, 2007 – June 31,
2011. $82,000. Received in 2008, $923. Received in 2009, $15,039. Received in
2010, $26,955.
McIntyre, R. K. and S. B. Jack. Collaborative management and restoration of
longleaf pine in lowcountry South Carolina. The Nature Conservancy. February
2, 2009 – December 31, 2011. $53,423. Received in 2009, $16,864. Received in
2010, $17,437.
Mitchell, R. J., E. A. Hobbie, C. R. Ford. Does increased precipitation alter
belowground allocation and carbon storage by fine 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 2008, $97,745.
Received in 2009, $118,688. Received in 2010, $134,669.
Mitchell, R. J., L. K. Kirkman, L. M. Conner, L. L. Smith, J. Priddy, P. Yates, M. C.
Mack, J. R. Walters and R. D. Sutter. Developing dynamic reference models and a
decision support framework for southeastern ecosystems: An integrated approach.
Strategic Environmental Research and Development Program. March 26, 2009
– March 25, 2014. $1,351,138. Received in 2009, $268,902. Received in 2010,
$250,084.
Appendix I
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April 5, 2011
Mitchell, R. J. and L. Wayburn. Working forests in a changing climate: Creating a
pilot forestry offset process for frequently burned longleaf pine in Georgia. R. Howard
Dobbs, Jr. Foundation. June 1, 2009 – May 31, 2010. $8,500. Received in 2009,
$5,160. Received in 2010, $3,340.
Smith, L. L. and J. M. Stober. Gopher tortoise surveys at Ft. Gordon, Georgia. The
Nature Conservancy. November 6, 2009 – May 31, 2010. $55,578. Received in
2009, $3,244. Received in 2010, $38,212.
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 2010, $24,886.
Stober, J. M. Bill Terrell Avian Conservation Grant. Georgia Ornithological Society.
February 11, 2009 – June 30, 2010. $14,000. Received in 2009, $7,906. Received
in 2010, $6,093.
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., S. P. Opsahl, L. L. Smith and D. W. Hicks. Hydrologic variation and
human development in the lower Flint River Basin: An ongoing landscape-scale
experiment.
Kirkman, L. K., S. W. Golladay, L. L. Smith, S. P. Opsahl and D. W. Hicks.
Depressional wetlands in the coastal plain landscape: Maintenance of regional
biological diversity.
Mitchell, R. J., L. K. Kirkman, L. R. Boring and L. M. Conner. Productivity and
biodiversity patterns: Controls in a southeastern coastal plain landscape (the forest
productivity project).
Mitchell, R. J., S. B. Jack, R. K. McIntyre, L. K. Kirkman, L. L. Smith and L. M.
Conner. Ecological forestry project: Silviculture that sustains and restores native
biodiversity of pinelands in the Southeastern Coastal Plain: Legacies, fire and
recovery periods.
Appendix I
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April 5, 2011
Education and Outreach Activities
On-site Activities
University Class Visits
University of Florida. A two-day field experience focusing on longleaf pine management and restoration. (18)
University of Florida. A two-day field field tour for wildlife habitat management course.
(14)
University of Georgia. A week-long Maymester short course in fire ecology. (15)
University of Georgia. A week-long Maymester short course in wildlife ecology. (15)
University of Georgia. A two-day field tour focusing on herpetology. (21)
Universities of Georgia and Florida. A week-long Maymester short course on coastal
plain ecosystem ecology and conservation. (6)
Abraham Baldwin Agricultural College. A one-day field tour focusing on prescribed
fire. (17)
Arkansas Tech University. A two-day field tour focusing on forest ecology. (6)
Berry College. A three-day field experience including an overview of the longleaf pine
ecosystem, rare and endangered species, wetland and plant diversity, fire
management at Ichauway and various restoration and research projects. (15)
University of Georgia. A two-day field experience focusing on mammalogy. (22)
University of the South. A two-day field tour including an overview of the longleaf
pine ecosystem, longleaf pine management and restoration and endangered species.
(12)
Emory University. A three-day field experience focusing on longleaf pine ecology,
conservation biology and management. (11)
University of Central Florida. A three-day field tour on plant ecology and the longleaf
pine ecosystem. (7)
Valdosta State University. A two-day field tour focusing on entomology. (32)
Appendix II
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April 5, 2011
Yale University. A two-day field tour for the Yale Forestry school, focusing on
longleaf pine ecology, management and restoration. (6)
Darton College. A one-day visit focusing on research equipment, scientist duties and
GIS. (9)
Teacher Outreach
Environmental Education Research Academy (EERA). A week-long workshop and
field experience for K-12 educators. (16)
Science Collaborative. A two-day workshop on incorporating science into the
classroom for K-12 teaching professionals. (16)
Natural Resource Conservation
U.S. Fish and Wildlife Service (USFWS) Ecological Forestry Workshop. A three-day
workshop for U.S. Fish and Wildlife Service refuge managers from across the Southeast. (20)
National Prescribed Fire Training Center. A one-day field tour focusing on prescribed
fire use in the southeastern U.S. (45)
Freshwater Mussel Workshop. A four-day training workshop focusing on field survey
techniques and identification of freshwater mussels. (16)
Institute for Georgia Environmental Leadership (IGEL). A one-day field tour focusing
on prescribed fire and water resources issues. (40)
Army Installation Management Command Southeastern Red-cockaded Woodpecker
Workshop. A three-day workshop for foresters from Army installations across the
southeastern U.S. (42)
Landowner Field Day. A one-day workshop focusing on vegetation management and
restoration for upland wildlife in longleaf pine ecosystems. (44)
Internal Prescribed Fire Course. A one-day course focusing on prescribed fire for
Jones Center employees and graduate students. (15)
Georgia Environmental Protection Division, Air Quality Branch. A two-day field
experience focusing on prescribed fire, air quality and fire research. (2)
Appendix II
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April 5, 2011
Apalachicola-Chattahoochee-Flint (ACF) Conference Planning Meeting. A two-day
meeting to plan for the 2010 conference on Apalachicola-Chattahoochee-Flint water
resources. (3)
Leon Neel Book Signing. A one-day event held in Thomasville, GA in collaboration
with UGA Press and the Thomas County Historical Society. (160)
Georgia Botanical Society. A one-day field tour of Ichauway focusing on plant diversity, prescribed fire, wetlands, restoration and rare species. (14)
National Prescribed Fire Training Center. A one-day field tour focusing on prescribed
fire use in the southeastern U.S. (43)
Georgia Plant Conservation Alliance. A two-day field tour of Ichauway focusing on
the longleafplant diversity, prescribed fire, wetlands, restoration and rare species.
(20)
Clemson Extension Field Tour. A two-day field experience for landowners and natural
resource management professionals focusing on longleaf management and restoration. (12)
Wild Turkey Workshop. A two-day workshop to identify information needs, research
priorities and collaborative opportunities for wild turkey research and management.
(12)
University of Florida (UF)/University of Georgia (UGA) Extension Service. A one-day
meeting to plan collaborative landowner workshop. (2)
South Carolina The Nature Conservancy (TNC)/White Oak Forestry. A three-day field
tour for South Carolina TNC and White Oak Forestry Corporation focusing on longleaf
management and restoration. (6)
Atlanta Botanical Garden. A two-day field experience for Atlanta Botanical Garden
staff focusing on ecology, management and restoration of longleaf pine ecosystems
and associated wetlands. (12)
U.S. Fish and Wildlife Service (USFWS) Field Tour. A one-day field tour and familiarization visit from U.S. Fish and Wildlife Service Regional Chief of Conservation Partnerships and Longleaf Coordinator. (2)
Florida The Nature Conservancy (TNC) Belize Forestry Group. A two-day workshop
for visiting foresters from Belize focusing on ecological forestry, longleaf pine ecology
and application to Central American pine savannas. (10)
Appendix II
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April 5, 2011
Tall Timbers Research Station. A one-day field tour focusing on longleaf management and restoration for staff of Tall Timbers Research Station and Paddy Wade,
owner of Arcadia Plantation and the Wade Tract. (3)
Albany/Dougherty Economic Development Commission. A one-day retreat and familiarization visit. (5)
Southwest Georgia Society of American Foresters (SAF) meeting. A one-day meeting and field tour for the Southwest Georgia Chapter of the Society of American
Foresters. (25)
Adopt-A-Stream (AAS) Training Workshop. A two-day training workshop on chemical
water quality analysis. (9)
National Science Foundation (NSF) National Ecological Observatory Network
(NEON) aquatic site visit. A one-day meeting to plan for aquatic activities associated
with the NEON project. (2)
Isakson representatives. A one-day field tour to familiarize members of Senator Isakson’s staff about Jones Center programs. (2)
Council of Eastern Forest Technician Schools. A one-day field tour focusing on longleaf pine natural history, management, and restoration. (18)
Natural Resources Conservation Service (NRCS) Native Warm Season Grasses
Workshop. A two-day workshop focusing on native grasses identification. (19)
Apalachicola-Chattahoochee-Flint (ACF) Stakeholders Workshop. A three-day workshop to define environmental flow regimes in the ACF Basin. (30)
Public Relations
WALB. A one-day visit by a television crew on Georgia’s Prescribed Fire Awareness
Week to promote the benefits of prescribed fire. (2)
One Georgia Authority. A one-day visit for a film interview to support funding of internet services to rural Georgia. (5)
Appendix II
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April 5, 2011
2010 Graduate Students
Graduated 2010
Red-cockaded woodpecker genetics.
(University of Georgia, M.S., L. M. Conner)
Travis Alstad
The effect of light and moisture on longleaf pine seedling
growth under varying canopy densities.
(Auburn University, M.S., S. B. Jack)
David Dyson
Land use and soil carbon storage.
(University of Georgia, M.S., L. R. Boring)
Claire Ike
Linking spatial variation of understory vegetative fuels with
silviculture and forest dynamics in the frequent low intensity
fire regime of the longleaf pine ecosystem.
(University of Florida, Ph.D., R. J. Mitchell)
Louise Loudermilk
Landscape changes in depressional wetlands.
(University of Georgia, M.S., L. K. Kirkman)
Glenn Martin
Effect of supplemental feeding, predator exclusion
and prescribed fire on small mammal populations
in longleaf pine ecosystem.
(University of Florida, M.S., L. M. Conner)
Gail Morris
Distribution, dynamics and control strategies for Japanese
Climbing Fern.
(University of Florida, M.S., S. B. Jack)
Corrie Peterson
Influence of submerged aquatic vegetation (SAV).
on water quality in Lake Seminole.
(University of Georgia, M.S., S. P. Opsahl)
Stephen Shivers
Current 2010 Projects
Scaling internally cycled respired carbon from individual
tree to ecosystem scales.
(University of Georgia, Ph.D., R. J. Mitchell)
Appendix III
Doug Aubrey
32
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April 5, 2011
New Student.
(University of Georgia, M.S., S. W. Golladay)
Gina Botello
A fast-running physics-based model for coupled atmosphere
fire behavior: Model development and comparison with
experimental field data.
(Florida State University, Ph.D., R. J. Mitchell)
Jesse Canfield
New Student.
(University of Georgia, M.S., L. M. Conner)
Michael Cherry
Fine root herbivory by belowground beetle larvae and
consequences for fine root productivity: An assessment of
herbivore distribution, temporal dynamics and fine root
consumption in a longleaf pine-wiregrass ecosystem.
(Virginia Tech, M.S., R. J. Mitchell)
Matt Dittler
Tick-borne diseases and interactions with deer herds
and prescribed fire.
(University of Georgia, Ph.D., L. M. Conner)
Elizabeth Gleim
Gopher tortoise population health in a changing landscape.
(University of Georgia, Ph.D., L. L. Smith)
Jess Gonyor
Population demography of southern flying squirrel in
Longleaf Pine ecosystem.
(University of Florida, M.S., L. M. Conner)
Binab Karmacharya
Correlations between community diversity and within-species
genetic diversity in an amphibian assemblage: Potential
processes and implications for conservation management
(University of Georgia, Ph.D., L. L. Smith)
Anna McKee
Influence of human water use on streamflow characteristics
in the lower Flint River, Georgia.
(University of Georgia, Ph.D., S. W. Golladay)
Kathleen Rugel
Impacts of fire ants on seed dispersal.
(University of Georgia, M.S., L. K. Kirkman)
Margaret Shearin
Developing wildlife habitat models for select species
at Fort Bragg.
Jason Scott
Appendix III
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(University it Georgia, Ph.D., L. M. Conner)
Associations between upland snake assemblages
and longleaf pine forests.
(Auburn University, Ph.D., L. L. Smith)
April 5, 2011
Dave Steen
New Student.
(University of Georgia, M.S., L. K. Kirkman)
Stribling Stuber
Population dynamics and habitat use of shoal bass
in the Lower Flint River, Georgia.
(University of Georgia, M.S., S. W. Golladay)
Andrew Taylor
Dynamics of CO2 in Longleaf Pine savannas.
(University of Alabama, M.S., R. J. Mitchell)
Andy Whelan
Controls of reproduction and recruitment of
legumes in the longleaf pine-wiregrass ecosystem.
(Auburn University, M.S., L. K. Kirkman)
Scott Wiggers
New Student.
(University of Georgia, M.S., L. M. Conner)
Meg Williams
The influence of fire regime on carbon cycling in pine
grassland savannas of the southeastern U.S.
(University of Edinburgh, Ph.D., R. J. Mitchell)
Jenny Wright
Conservation Interns/Apprentices
Phillip “Buck” Booker. 2010-present. M.S. Warnell School of Forestry and Natural
Resources, University of Georgia.
Appendix III
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ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
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Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Scientific 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
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ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
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April 5, 2011
Staff
Scientists
Lindsay R. Boring - Director, Scientist, Forest Ecology
Adjunct Associate Professor - University of Georgia
Courtesy Professor - University of Florida
L. Michael Conner - Associate Scientist, Wildlife Ecology
Adjunct Assistant Professor - University of Georgia
Adjunct Assistant Professor - Louisiana State University
Adjunct Assistant Professor - Mississippi State University
Adjunct Assistant Professor - Utah State University
Adjunct Assistant Professor - University of Florida
Stephen W. Golladay - Associate Scientist, Aquatic Ecology
Adjunct Associate Professor - University of Georgia
D. Woody Hicks - Scientist, Groundwater Hydrology
Steven B. Jack - Conservation Ecologist, Applied Forest Scientist
Affiliate Assistant Professor-Auburn University
Courtesy Associate Professor-University of Florida
L. Katherine Kirkman - Associate Scientist, Plant Ecology
Adjunct Assistant Professor - University of Georgia
Affiliate Assistant Professor - Auburn University
Adjunct Assistant Professor - University of Florida
Robert J. Mitchell – Scientist, Forest Ecology and Silviculture
Adjunct Associate Professor - University of Georgia
Adjunct Associate Professor - Auburn University
Adjunct Associate Professor - University of Florida
Adjunct Associate Professor - Virginia 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
Affiliate Assistant Professor - Auburn University
Adjunct Assistant Professor - Texas A&M University
Adjunct Assistant Professor - University of Maine
Appendix V
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Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Research Technicians
Stephanie E. Allums – Central Lab Manager
James P. Bradley - Research Technician / Field Engineer II
Brian A. Clayton - Monitoring Technician II, Groundwater Hydrology
Noah Jansen – Lead Technician I, Forest Ecology
Melanie J. Kaeser – Lead Technician II, Plant Ecology
Jennifer M. Linehan – Lead Technician I, Herpetology
Jason D. McGee – Lead Technician II, Forest Ecology and Silviculture
Jessica C. Rutledge – Lead Technician II, Wildlife Ecology
Nathalie D. Smith – Lead Technician I, Aquatic Ecology
R. Scott Taylor – Lead Technician II, Forest Ecology
Dwan N. Williams - Research Technician II, Forest Ecology
Research Support
Jean C. Brock - Information Technology Manager
Elizabeth P. Cox - Science Librarian
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
Appendix V
37
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Bobby E. Bass - Conservation Technician II
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
*Jonathan M. Stober - Wildlife Monitoring Biologist
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
38
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Guest Seminars
Battaglia, Dr. Loretta. Assistant Professor, Department of Plant Biology, Southern
Illinois University Carbondale, Carbondale, Illinois. Effects of natural and
experimental hurricane storm surges on coastal ecosystems of the northern
Gulf of Mexico.
Gonynor, Jessica. Ph.D. Student, Wildlife Ecology and Management, Warnell School
of Forestry and Natural Resources, University of Georgia and Southeastern
Cooperative Wildlife Disease Study (SCWDS). Molecular methods at the
Jones Ecological Research Center: Applications of PCR technology in disease
ecology.
Griffin, Dr. Dale W. Environmental/Public Health Microbiologist, United States
Geological Survey (USGS), Tallahassee, Florida. Transoceanic atmospheric
transport of microorganisms to the continental U.S. in clouds of desert dust:
Issues in human and agricultural health.
Havel, Dr. John. Professor, Department of Biology, Missouri State University,
Springfield, Missouri. Biological invasions: The roles of dispersal and
invisibility.
Jackson, Dr. Stephen. Professor, Department of Botany, University of Wyoming,
Laramie, Wyoming. Ecological novelties: A core challenge for conservation
and resource management.
Jenkins, Dr. Dave. Associate Professor, Department of Biology, University of Central
Florida, Orlando, Florida. Interactive effects of pasture management, grazing
and fire on wetland biodiversity (so far).
Johnson, Dr. Steve A. Assistant Professor, Department of Wildlife Ecology and
Conservation, Gulf Coast REC-Plant City Center, University of Florida, Plant
City, Florida. Good frogs in bad places: Exploring solutions to problems
caused by invasive anurans.
Kaeser, Dr. Adam J. Aquatic Ecologist, Wildlife Resources Division, Fisheries
Sections, Georgia Department of Natural Resources, Albany, Georgia.
Population dynamics of introduced flathead catfish in South Georgia.
Larsen, Dr. David. Professor of Forestry, School of Natural Resources, University of
Missouri, Columbia, Missouri. Spatial data analysis in forestry: Some old and
new ideas.
Appendix VI
39
ROBERT W. WOODRUFF FOUNDATION, INC. - 58-1695425
Form 990, Year 2010, Page 6, Part VII-B, Line 5c
Director’s Report to the Trustees of Ichauway, Inc.
April 5, 2011
Levin, Dr. Michael L. Supervisor, Medical Entomology Laboratory, Rickettsial
Zoonoses Branch, Centers for Disease Control and Prevention, Atlanta,
Georgia. Applied public health research on tick-borne rickettsial agents at the
CDC Medical Entomology Laboratory.
Loudermilk, Louise. Ph.D. Candidate, School of Natural Resources and
Environment, University of Florida. Linking plan demography, competition and
fire: Simulation modeling of longleaf pine savannas.
Martin, Glenn. M.S., Warnell School of Forestry and Natural Resources, University
of Georgia, Athens, Georgia. Evaluating land use and isolated wetlands in the
Dougherty Plain, Georgia, USA.
Morris, Gail. M.S. Candidate, Department of Wildlife Ecology and Conservation,
University of Florida, Gainesville, Florida. Effects of mammalian predoator
exclusion, supplemental feeding and prescribed fire on small mammals in a
Longleaf Pine ecosystem.
Pieterson, Corrie. M.S. Candidate, Research Associate, West Florida Research and
Education Center, University of Florida. Distribution and control of Japanese
climbing fern (Lygodium japonicum) in Southeastern forests.
Tschinkel, Walter R. R.O. Lawton Professor, Department of Biological Science,
Florida State University, Tallahassee, Florida. The organization of foraging in
fire ants.
Whitehead, Eva. M.S. Student, Odum School of Ecology, University of Georgia.
Adult mosquito ecology in southwestern Georgia.
*Zedler, Dr. Joy. Aldo Leopold Professor, Restoration Ecology, Botany Department
and Arboretum, University of Wisconsin, Madison, Wisconsin. Restoring
ecosystem services and diverse vegetation: Compatible goals
* Distinguished Lecture
Appendix VI
40
ROBERT W. WOODRUFF FOUNDATION - #58-1695425
Form 990-PF, Year 2010, Page 6, Part VIII
COMPENSATION OF TRUSTEES AND OFFICERS
( a ) Name and Address
( b ) Title
Hours
Per
Week
(c)
Comp
403b
( d ) Contributions to
Benefit Plans
457b**
Insurance
Benefits*
(e)
Expenses
Parking
457f**
TRUSTEES:
James B. Williams
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Trustee
Chairman
8
35,000
1,069
James M. Sibley
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Trustee
ViceChairman
1
22,500
1,069
Wilton Looney
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Trustee
1
25,000
1,069
Charles H. McTier
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Trustee
1
25,000
1,069
Charles B. Ginden
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Trustee
retired 4/10
1
9,167
329
E. Jenner Wood, III
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Trustee
new 4/10
1
20,000
740
136,667
TOTAL TRUSTEES
5,345
OFFICERS:
P. Russell Hardin
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
President
23
212,880
9,047
7,318
13,642
24,875
532
J. Lee Tribble
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Treasurer
23
111,762
9,047
7,318
17,027
817
532
Erik S. Johnson
50 Hurt Plaza, Suite 1200
Atlanta, Georgia 30303
Secretary
23
65,194
5,428
4,351
4,092
0
532
23,522
18,987
34,761
25,692
1,596
TOTAL OFFICERS
389,836
102,962
1,596
TOTAL - TRUSTEES & OFFICERS
526,503
108,307
1,596
* 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 2010, Page 8, Part X, Line 1e
As of January 1, 2010, the Foundation owned 35,526,106 shares of The Coca-Cola Company
common stock. Grants totaling 1,389,783 shares of stock were given as grants in 2010, reducing the
final number of shares to 34,136,323 at December 31, 2010. These represent approximately 1.49%
of the total average of 2,292 million shares outstanding which is an insignificant decrease from the
2008 amount evaluated in the attached opinion letter.
The average monthly fair market value of the Foundation's Coca-Cola stock before applying the
blockage discount was $1,973,304,698. Based upon the attached opinion letter from SunTrust
Robinson Humphrey, the Foundation applied a blockage discount factor of 3.5%.
$1,973,304,698 @ 3.5% = $69,065,664
ROBERT W. WOODRUFF FOUNDATION, INC. - # 58-1695425
Form 990-PF, Year 2010, Page 10, Part XV, Line 2
INFORMATION REGARDING GRANT PROGRAMS
(a)
P. Russell Hardin, President
Robert W. Woodruff Foundation, Inc.
50 Hurt Plaza
Suite 1200
Atlanta, Georgia 30303
Telephone: (404) 522-6755
(b)
Application form not required. Proposals should be made in letter form and include
the following information:
• A description of the organization, its purposes, programs, staffing and
governing board
• The organization’s latest financial statements including the most recent
audit report
• A description of the proposed project and full justification for its funding
• An itemized project budget, including other sources of support in hand
or anticipated
• Evidence from the IRS of the organization’s tax-exempt status and that
the applying organization itself is not a private foundation
(c)
Grant applications are considered semi-annually in April and November for requests
received by the first of February and September.
(d)
Grants generally are limited to tax-exempt charities and selected governmental
agencies located and operating in Georgia, with primary interest to the metropolitan
Atlanta area. Grants to qualified public charities headquartered outside Georgia
occasionally are considered when it is demonstrated that the proposed project will
have particular impact in Georgia and fits within the program interests of the
Foundation. These interests are focused on the following program areas:
• Elementary, secondary and higher education
• Health care and education
• Human services, particularly for children and youth
• Economic development and civic affairs
• Art and cultural activities
• Conservation of natural resources and environmental education
Grants for regular operating expenses are avoided.
No grants are made to individuals.
ROBERT W. WOODRUFF FOUNDATION, INC. - #58-1695425
Form 990-PF, Year 2010, Page 11, Part XV, Line 3b
GRANTS APPROVED FOR FUTURE PAYMENT
Recipient
Foundation
Status
Purpose of Grant
Amount
Georgia State University
P.O. Box 3999
Atlanta, GA 30302
1
Continued support of the Georgia Health Policy Center's effort to educat
and inform legislators regarding health care policy. Payable over three
years.
$360,000
The Greater Atlanta Chamber
Foundation
235 International Boulevard, NW
Atlanta, GA 30303
1
Support of the Metro Atlanta Chamber's efforts to address the water
supply crisis. Payable over two years.
$500,000
Georgia Council on Economic
Education
P. O. Box 1619
Atlanta, GA 30301-1619
1
Program support. Payable over three years.
$300,000
1
Expansion of the Re-Entry Chaplaincy Program to all Georgia women's
prisons. Payable over three years.
$250,000
3
Establishment of the National Transportation Institute to be housed at the
Georgia Institute of Technology. Payable over three years.
$600,000
GRANTS APPROVED FOR FUTURE PAYMENT
$2,010,000
Care and Counseling Center of
Georgia
1814 Clairmont Road
Decatur, GA 30033
University System of Georgia
Foundation
270 Washington Street, SW
Room 7048
Foundation status of recipient:
1
2
3
4
5
509(a)(1)
509(a)a(2)
509(a)(3), type 1 or 2 only
Private operating foundation for which we have expenditure responsibility
Government agency
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