2021-01-11T15:31:43-06:00 2020-08-31 990 2019-09-01 582229271 Robert W Woodruff Health Sciences Center Fund Inc ROBE 4045226755 191 Peachtree Street NE No 3540 Atlanta GA 30303 P Russell Hardin President 4045226755 2021-01-11 2019 2022-09-23 18:48:47Z P Russell Hardin 191 Peachtree St NE 3540 Atlanta GA 30303 516371982 0 X N/A X 1996 GA To make grants and carry on other activities to support and benefit the Robert W. Woodruff Health Sciences Center, a division of Emory University which includes its schools of medicine, nursing, and public health and its medical research laboratories and hospitals. 4 4 13 0 0 0 255000148 35000037 0 0 42359437 63531178 0 0 297359585 98531215 38198947 119510943 0 0 216031 224018 0 0 0 767319 903639 39182297 120638600 258177288 -22107385 1143617683 1121507367 3440 509 1143614243 1121506858 X To make grants and carry on other activities to support and benefit the Robert W. Woodruff Health Sciences Center, a division of Emory University which includes its schools of medicine, nursing, and public health and its medical research laboratories and hospitals. 0 0 17561688 17540420 More than half of the annual funding distributed by the Woodruff Fund was designated to support the programs and facilities of the Winship Cancer Institute at Emory University. Winship is Georgia's only NCI-designated comprehensive cancer center. Woodruff Fund grants were used to recruit and retain faculty for dual appointments at Emory's medical school and the Winship Cancer Institute and to fund significant faculty research projects in cancer prevention, detection and treatment. More than one-fourth of the funds dedicated to support programs are used to support Winship's clinical trials program. Other significant allocations of program funds were made for information technology and data management, support of Winship's biostatistics and bioinformatics programs, and for supporting Winship's NCI cancer center support grant. Almost half of the distributions to Winship are allocated to pay for facilities. 17213931 17193084 Woodruff Fund grants supported strategic academic and research initiatives in the medical institutions that make up Emory's Woodruff Health Sciences Center. Significant support during this fiscal year was directed toward the Emory-Children's Pediatric Institute, which Emory operates jointly with Children's Healthcare of Atlanta, to Emory's School of Medicine and to establish a new Diabetes Basic Science Research Center and support new programs in data science, global health, and programs of a basic science task force. A significant portion of the Woodruff Fund's support was also used to sustain a "Synergy Awards" program designed to encourage collaborative investigations across the Health Sciences Center's institutions. Additional support was provided for the Department of Biostatistics/Bioinformatics at Emory's Rollins School of Public Health; the Yerkes Primate Research Center; the Georgia Clinical and Translational Sciences Alliance; and the Center for Regenerative Medicine, operated jointly with Georgia Tech and the University of Georgia. A significant portion of the distributions to Emory's Woodruff Health Sciences Center are used to pay for facilities, including Emory's biomedical research facilities and School of Medicine building. 84880232 84777439 The Woodruff Fund maintains separate investment accounts intended to support development of two major capital projects in the Woodruff Health Sciences Center. In this fiscal year, the Fund disbursed $42,242,840 to support development of the second Health Sciences Research Building (HSRB II) on Emory's Clifton Road campus. HSRB II is a $288 million research facility with an expected completion date in 2022. Separately, the Woodruff Fund disbursed $42,534,599 toward the second project, a cancer hospital adjacent to Emory Hospital Midtown. Completion of that project is expected in 2023. 119655851 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 5 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X Erik S Johnson 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 30303 E JENNER WOOD III TRUSTEE CHAIRMAN 2.00 14.00 X 7500 85000 0 R RANDALL ROLLINS TRUSTEE-DECEASED 8/17/20 1.00 1.00 X 7500 0 0 M DOUGLAS IVESTER TRUSTEE 1.00 1.00 X 7500 0 0 JOHN G RICE TRUSTEE 1.00 1.00 X 7500 0 0 THOMAS J LAWLEY TRUSTEE 1.00 42.00 X 7500 247601 22830 P RUSSELL HARDIN PRESIDENT 4.00 49.00 X 49141 597451 115162 ERIK S JOHNSON TREASURER & SECRETARY 4.00 49.00 X 25014 304114 55252 ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR 4.00 44.00 X 15934 193714 29003 CARRIE D CONWAY SENIOR PROGRAM OFFICER 4.00 44.00 X 10847 131883 46371 SARAH TABLAN CONTROLLER 4.00 44.00 X 13037 158522 40228 KATRINA H VOEGTLIN ASSISTANT CONTROLLER 4.00 44.00 X 8866 107794 43817 EVELYN GREEN EXEC. ASST. - RETIRED 12/31/2019 4.00 44.00 X 8300 100908 36065 168639 1926987 388728 0 0 1 0 SUNTRUST BANK 303 PEACHTREE ST ATLANTA GA 30308 INVESTMENT ADVISOR 377218 T ROWE PRICE ASSOCIATES PO BOX 64043 BALTIMORE MD 21264 INVESTMENT MANAGER 201155 GANNETT WELSH & KOTLER LLC 222 BERKELEY ST 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 156651 3 35000037 35000037 35000037 42575820 42575820 438796125 417840767 20955358 20955358 20955358 98531215 0 0 63531178 119510943 119510943 106180 64045 42135 78311 41039 37272 12769 6613 6156 18695 9319 9376 8063 4411 3652 2863 2863 1085 1085 861782 861782 2417 1330 1087 7087 3898 3189 22960 12628 10332 108 97 11 1367 971 396 860 473 387 2958 2958 152 84 68 120638600 119655851 982749 0 5952 5697 139545 179993 41280 36132 6008 5148 615613705 618088557 527805567 503180567 46906 47405 1143617683 1121507367 3440 509 3440 509 X 0 0 0 0 1143614243 1121506858 1143614243 1121506858 1143617683 1121507367 -22107385 0 X 0 0 0 X X 1 Emory University 580566256 2 1 119510943 0 1 119510943 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule A, Part IV, Section C All trustees of Robert W. Woodruff Health Sciences Center Fund, Inc. are actively involved in the management, supervision, or control of Emory University's Robert W. Woodruff Health Sciences Center as trustees, trustees emeritus, or members of management. Woodruff Fund Chairman E. Jenner Wood III is a trustee of Emory University and Chairman of its finance committee. John Rice is an Emory trustee and Chairman of the Woodruff Health Sciences Center. Woodruff Fund trustee Douglas Ivester is trustee emeritus of Emory University and former Chairman of the Woodruff Health Sciences Center board of trustees. Former Woodruff Fund trustee Randall Rollins was trustee emeritus of Emory University and the Woodruff Health Sciences Center. Thomas Lawley is former Dean of Emory's School of Medicine and current member of the Emory faculty. Executive management of Emory's Woodruff Health Sciences Center participate in all meetings of the Woodruff Fund's trustees. Control of the Woodruff Fund is structured in a manner to ensure the Woodruff Fund is organized and operated for the benefit of and is supervised or controlled in connection with Emory's Woodruff Health Sciences Center and to ensure the Woodruff Fund is responsive to the needs and requirements of the Woodruff Health Sciences Center and its related institutions. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12906 7758 5148 28374 28374 0 5148 THE COCA-COLA COMPANY STOCK 503180567 C 503180567 457b Plan 194 Benefit Plan 315 509 1 EMORY UNIVERSITY 1440 Clifton Road NE Atlanta GA 30322 580566256 501(c)(3) 119510943 Support Winship Cancer Institute and Woodruff Health Sciences Center programs and facilities 1 Part I, Line 2: Woodruff Fund officers meet regularly and often with the CEO of the Woodruff Health Sciences Center, the Dean of the Emory School of Medicine, the Director of the Winship Cancer Institute and their staffs to discuss projects using Woodruff Fund grant money. Woodruff Fund trustees and officers receive formal written reports at least three times per year describing actions taken since the last report for each programmatic initiative using Woodruff Fund grant money. The Woodruff Fund board meets two times per year, at which time senior staff from the Woodruff Health Sciences Center institutions report in person on the use of grant funds. Woodruff Fund trustees also serve significant roles on the governing board of Emory University and its Woodruff Health Sciences Center, from which positions they may monitor the use of Woodruff Fund grant money. X 0 1 X X 0 1 0 0 0 0 0 0 0 THOMAS J LAWLEY TRUSTEE 7500 247601 0 0 0 0 0 0 0 22830 7500 270431 0 0 P RUSSELL HARDIN PRESIDENT 47120 572880 0 0 2021 24571 5624 68376 3128 38034 57893 703861 0 0 ERIK S JOHNSON TREASURER & SECRETARY 23484 285516 0 0 1530 18598 2079 25271 2121 25781 29214 355166 0 0 ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR 14820 180180 0 0 1114 13534 1235 15009 970 11789 18139 220512 0 0 CARRIE D CONWAY SENIOR PROGRAM OFFICER 10108 122892 0 0 739 8991 842 10237 2682 32610 14371 174730 0 0 SARAH TABLAN CONTROLLER 12160 147840 0 0 877 10682 1013 12315 2044 24856 16094 195693 0 0 KATRINA H VOEGTLIN ASSISTANT CONTROLLER 8664 105336 0 0 202 2458 1325 16105 2005 24382 12196 148281 0 0 Part I, Line 1a The organization pays each employee's share of Social Security and Medicare taxes on the cost of excess group-term life included in gross wages. The policy and associated gross-up payments cover all employees. Part I, Line 1b The organization does not have a written policy regarding tax gross-up payments; however, management approves the payments each year. Part I, Line 4b The organization credited P. Russell Hardin with $3,851 and Erik S. Johnson with $306 to an unfunded, unvested 457(f) plan. X 594733 35000037 FAIR MARKET VALUE 0 0 0 Form 990, Part V, Lines 2a and 2b: The organization participates in a common administrative arrangement with five other charitable organizations. All employees are paid by a common paymaster that remits all payroll taxes and files the associated W-2s. Each organization reimburses the common paymaster for its proportionate share of administrative expenses. Thirteen individuals were employed during the calendar year. Form 990, Part VI, Section A, line 2 Certain Fund trustees and officers shared business relationships during the reporting year. R. Randall Rollins (now deceased) was Chairman of the boards of Rollins, Inc.; RPC, Inc. and Marine Products Corporation. Thomas J. Lawley is a Director of those corporations. In addition, E. Jenner Wood III, Chairman, and P. Russell Hardin, President of the Woodruff Fund, both serve as directors of the Genuine Parts Company, a publicly traded corporation. Form 990, Part VI, Section B, line 11b The Form 990 is prepared with financial data which has been reviewed by the governing board. Internal accounting staff prepare the 990 with the aid of preparation software. Accounting team members individually review the 990 according to a checklist. Numbers are verified against financial statements. The 990 is then reviewed by the Controller, Treasurer and President. The draft 990 is distributed to all governing board members for their review prior to filing, leaving adequate time for comments and corrections. Form 990, Part VI, Section B, line 12c Officers and trustees disclose annually those affiliations which may give rise to a conflict of interest. The Secretary keeps conflict disclosures on file. Trustees consider conflicts or potential conflicts before making grant determinations. Disclosure is made on the record. Officers consult the list of conflicts or potential conflicts when making vendor decisions. Form 990, Part VI, Section B, line 15 The governing board determines compensation for all officers, including the President and Secretary/Treasurer, and all staff. In setting compensation, trustees consult three independent compensation studies showing compensation data at comparable organizations. Individual compensation amounts are evaluated and determined annually as part of the budgeting process conducted at the board's December meeting; 2020 compensation was determined during the December 2019 board meeting. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are kept by the organization's Secretary and are made available upon request. Robert W Woodruff Foundation Inc 191 Peachtree St NE 3540 Atlanta GA 30303 581695425 Grantmaking GA 501(C)(3) PF N/A 0 Joseph B Whitehead Foundation 191 Peachtree St NE 3540 Atlanta GA 30303 586001954 Grantmaking GA 501(C)(3) PF N/A 0 Lettie Pate Whitehead Foundation Inc 191 Peachtree St NE 3540 Atlanta GA 30303 586012629 Grantmaking GA 501(C)(3) 11d; III-O N/A 0 Lettie Pate Evans Foundation Inc 191 Peachtree St NE 3540 Atlanta GA 30303 586004644 Grantmaking GA 501(C)(3) PF N/A 0 Lettie Pate Evans Foundation Inc -Restricted Fund 191 Peachtree St NE 3540 Atlanta GA 30303 237282939 Grantmaking GA 501(C)(3) 11d; III-O N/A 0 Ichauway Inc 3988 Jones Center Drive Newton GA 39870 581824778 Ecological Research GA 501(C)(3) PF N/A 0 Emory University 1440 Clifton Road NE Atlanta GA 30322 580566256 Education, Research GA 501(C)(3) 2 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0