2018-05-23T16:34:55-07:00 2017-06-30 990 2016-07-01 133055729 WOODLAWN FOUNDATION INC WOOD 9146323778 56 Harrison Street - Suite 401 New Rochelle NY 108016560 Arthur Kim Rivera Treasurer 9146323778 2018-05-23 2016 2022-09-23 18:48:47Z Anthony M McCarthy 56 Harrison Street Suite 401 New Rochelle NY 108016560 30676464 0 X woodlawnfoundation.org X 1979 NY Woodlawn Foundation Inc solicits contributions and provides grants to nonprofit organizations that receive pastoral care from the Catholic Prelature of Opus Dei. 13 10 7 0 0 0 18298094 17234889 186227 181513 1045859 972596 440 0 19530620 18388998 16995292 16297869 0 0 336107 428379 13665 8102 106338 2150513 1260793 19495577 17995143 35043 393855 40845044 43726304 3986943 5135336 36858101 38590968 Woodlawn Foundation Inc solicits contributions and provides grants to nonprofit organizations that receive pastoral care from the Catholic Prelature of Opus Dei. 0 0 16770507 16286278 181513 Provided grants and services in support of forty-eight nonprofit organizations that receive pastoral care from the Roman Catholic Prelature of Opus Dei. 0 0 0 16770507 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 0 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X Arthur Kim C Rivera 9146323778 56 Harrison Street Suite 401 New Rochelle NY 108016560 Anthony M McCarthy President 10 0 X X 0 0 0 Michael A Coan Executive Director and Vice President 20 4 X X 16920 0 13500 Charles Cushnie Vice President 10 0 X X 0 0 0 Timothy C Hogan Vice President 10 2 X X 0 0 0 Edwin S Tecarro Vice President 10 0 X X 0 0 0 John M Wildes Vice President 10 2 X X 0 0 0 Gregory A Byrnes Secretary 20 0 X X 65000 0 0 Arthur Kim C Rivera Treasurer 30 4 X X 16920 0 13500 George Sim Johnston III Board Member 2 1 X 0 0 0 Patricia Keefe Board Member 1 0 X 0 0 0 Mary Ellen Kranzlin Board Member 1 0 X 0 0 0 Edythe F Merritt Board Member 1 0 X 0 0 0 Jacqueline Y Taylor Board Member 1 0 X 0 0 0 98840 0 27000 0 0 0 0 Bank of New York Mellon 200 Park Avenue 54th Floor New York NY 10166 Investment advisor 138787 1 0 0 0 2233000 0 15001889 3574663 17234889 Interest on program related loans 900004 114660 114660 0 0 Health insurance reimbursement 524292 66853 66853 0 0 0 0 0 0 181513 478591 0 0 478591 0 0 0 0 0 0 0 0 0 0 12781471 0 12287466 0 494005 0 494005 0 0 494005 0 0 18388998 181513 0 972596 15122682 15122682 10125 10125 1165062 1165062 98840 2370 85951 10519 222457 5333 193448 23676 82503 1978 71744 8781 24579 589 21374 2616 179512 0 177704 1808 75 0 75 0 86350 0 86350 0 8102 8102 153015 0 153015 0 33147 780 28282 4085 20381 489 17723 2169 60877 1459 52939 6479 523 13 454 56 60808 1458 52878 6472 18675 12390 5600 685 2499 60 2173 266 Healthcare benefits to Opus Dei clergy & full-time directors 397351 397351 0 0 Allowance for uncollectible pledges and loans 163485 0 163485 0 Charitable gift annuity expense 48227 48227 0 0 Lawsuit settlement 30000 0 0 30000 5868 141 5103 624 17995143 16770507 1118298 106338 1924906 3866861 6562554 2612314 1733939 987633 34801 100286 341169 321047 13178 10099 99802 69212 49265 30590 21945583 25824377 4964518 4787207 2299840 4285000 975291 900890 40845044 43726304 0 69990 2550000 3653000 721846 800846 715097 611500 3986943 5135336 X 27111710 32539618 9746391 6051350 0 0 36858101 38590968 40845044 43726304 X 393855 4069676 0 0 0 -2730664 X 0 1 X 1 0 X 9952928 11404147 30622379 18298094 17234889 87512437 9952928 11404147 30622379 18298094 17234889 87512437 2883752 84628685 141358 203226 443982 497897 478591 1765054 715 0 2542 440 0 3697 89281188 936765 0.94789 0.95812 X Schedule A, Part II, Line 10 Other income reported on Part II, Section B, Line 10 consist of the following: For 2012--write-off of un-cashed checks drawn prior to 6-30-2011 totaling $515, and a bank promotional credit of $200; for 2014--unexpected, unidentified receipt of $2,542 from the United States Treasury; and for 2015--forgiveness of account payable totaling $440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 107503 0 7950 X Installation in future chapels 0 0 0 0 0 0 0 0 0 38622 38622 0 0 61180 30590 30590 0 0 0 0 30590 0 0 Linx Partners limited partnerships 3606644 F Abdiel Qualified Offshore Partners Ltd 1180563 F 4787207 Operating loan to two 501(c)(3) organizations 3911000 C Construction loan to a 501(c)(3) organization 374000 C 4285000 0 Liability under trust agreements 309977 Liability under charitable gift annuities 301523 611500 Schedule D, Part III, Line 4 Paintings, sculptures, stained glass windows, and architectural details of a religious, devout motif: The Woodlawn Foundation purchased these artifacts from church buildings that were closed and were being demolished. These acquisitions directly further our exempt purpose function by making works of religious art available for installation in future chapels of centers of the Opus Dei Prelature. Jewelry: The Woodlawn Foundation acquired personal jewelry by donation from private individuals who support our exempt purpose functions. The Foundation intends to dispose these items for cash at a convenient, future date. Europe (including Iceland and Greenland) Operation of three nonprofit organizations in Italy who have missions similar to that of Woodlawn Foundation, and research grant to the University of Navarra in Spain. 1075800 Wire transfer 0 Russia and the newly independent States Operation and expansion project of a nonprofit organization in Lithuania which has a mission similar to that of Woodlawn Foundation. 35000 Wire transfer 0 South America Scholarship grant for a farm school in Colombia, and construction grant for a Retreat and Formation Center in Peru. 52796 Wire transfer 0 7 0 0 0 0 0 0 0 1 Windmoor Foundation Inc 1121 North Notre Dame Avenue South Bend IN 466171342 010788484 501(c)(3) 4149660 0 $4,038,660 for construction of physical plant and $111,000 for operations Murray Hill Place Inc 139 East 34th Street New York NY 100164704 133542148 501(c)(3) 1425459 0 Operations. Association for Cultural Interchange Inc 420 Lexington Avenue Suite 300 New York NY 101700300 526054124 501(c)(3) 1315000 0 Construction of conference center in Israel. Oakton Foundation Inc 410 Westcott Street Houston TX 770075016 452196605 501(c)(3) 1150000 0 Construction of physical plant. Chestnut Hill Foundation Inc 481 Hammond Street Chestnut Hill MA 024671714 043141919 501(c)(3) 512009 0 $312,009 for operations and $200,000 for assistance with construction loan. Darien Study Center Inc 7800 Cass Avenue Darien IL 605615008 364295675 501(c)(3) 466628 0 $239,628 for operations and $227,000 for assistance with construction loan. Castlewood Foundation 5800 North Keating Avenue Chicago IL 606466615 363309592 501(c)(3) 455400 0 Operations. Crawford Foundation Inc 99 Overlook Circle New Rochelle NY 108044501 133552064 501(c)(3) 446500 0 Operations. Riverside Study Center Inc 330 Riveside Drive New York NY 100253421 133547523 501(c)(3) 444087 0 $343,087 for renovation of physical plant and $101,000 for operations. Southmore Foundation Inc 2011 Sheridan Street Houston TX 770302105 760120857 501(c)(3) 405500 0 Construction of physical plant. Prelature of the Holy Cross and Opus Dei 139 East 34th Street New York NY 100164704 133598550 501(c)(3) 376000 0 $351,000 for operations and $25,000 for acquisition of cemetery plots. Wyoming House Inc 2301 Wyoming Avenue Northwest Washington DC 200081642 521760051 501(c)(3) 312845 0 $259,000 for operations and $53,845 for improvement to physical plant. Tenley Study Center Inc 4300 Garrison Street Northwest Washington DC 200164099 521545933 501(c)(3) 286150 0 $266,400 for operations and $19,750 for improvement to physical plant. The Mill Brook School Foundation Inc 390 Oakland Parkway Franklin MA 020382745 475112301 501(c)(3) 268136 0 Acquisition of real property. Midtown Cultural Center Inc 1825 North Wood Street Chicago IL 606221130 364093991 501(c)(3) 241556 0 $229,816 for operations and $11,740 for improvement to physical plant. Tilden Study Center Inc 655 Levering Avenue Los Angeles CA 900242308 954301168 501(c)(3) 229600 0 $125,000 for improvement to physical plant and $104,600 for operations. Reston Study Center Inc 1810 Old Reston Avenue Reston VA 201903304 541826300 501(c)(3) 205000 14840 Cost Forgiveness of construction loan $205,000 for operations and $14,840 for construction of physical plant. Chaucer Drive Study Center Inc 5505 Chaucer Drive Houston TX 770052631 760353042 501(c)(3) 210200 0 $197,200 for operations and $13,000 for purchase of automobile. Elmbrook Inc 25 Follen Street Cambridge MA 021383502 222931400 501(c)(3) 207229 0 $176,400 for operations and $30,829 for improvement to physical plant. Association for Educational Development 7225 North Greenview Avenue Chicago IL 606262619 362649305 501(c)(3) 187094 0 $100,800 for operations, $60,493 for demolition of building, and $25,801 for improvement to physical plant. Longlea Conference Center Inc 5525 Security Circle Boston VA 22713 020665083 501(c)(3) 186000 0 Operations. Peninsula Foundation 770 South Windsor Boulevard Los Angeles CA 900053786 942943240 501(c)(3) 181010 0 $154,000 for renovation of physical plant and $27,010 for operations. Layton Study Center Inc 12900 West North Avenue Brookfield WI 530055217 391692100 501(C)(3) 177100 0 $164,400 for operations and $12,700 for improvement to physical plant. Kingsland Foundation Inc 4415 Southwest 88th Avenue Miami FL 331655976 650299587 501(c)(3) 162400 0 $152,400 for operations and $10,000 for improvement to physical plant. Warwick Foundation Inc 5090 Warwick Terrace Pittsburgh PA 152133836 251603855 501(c)(3) 153400 0 $128,400 for operations and $25,000 for improvement to physical plant. The Nassau Foundation Inc 34 Mercer Street Princeton NJ 085406808 133534894 501(c)(3) 135200 0 $118,700 for operations and $16,500 for purchase of automobile. Arnold Hall Inc Randall Street PO Box 528 North Pembroke MA 023580528 222936068 501(c)(3) 134500 0 Operations. Wespine Study Center Inc 100 East Essex Avenue Saint Louis MO 631224402 431651179 501(c)(3) 129000 0 Operations. Wingren Foundation Inc 3610 Wingren Drive Irving TX 750624512 752405572 501(C)(3) 105200 0 $94,200 for operations and $11,000 for improvement to physical plant. Shellbourne Inc 359 West 200 North Valparaiso IN 463857728 351266330 501(c)(3) 75000 0 Renovation of physical plant. Menlough Study Center Inc 1160 Santa Cruz Avenue Menlo Park CA 940255003 770438157 501(c)(3) 65000 0 Operations. Lincoln Green Foundation Inc 715 West Michigan Avenue Urbana IL 618014841 364145777 501(c)(3) 58800 0 Operations. Berkland Foundation Inc 1827 Oxford Street Berkeley CA 947091800 943207717 501(c)(3) 55000 0 $35,000 for improvement to physical plant and $20,000 for operations. Rosemoor Foundation Inc 117 East 70th Street New York NY 100215006 133281516 501(c)(3) 51700 0 Operations. Montevista Foundation Inc 345 East Summit Avenue San Antonio TX 782123028 742618410 501(c)(3) 46300 0 Operations. Featherock Conference Center Inc 934 Holub Road Schulenburg TX 789565324 742617384 501(c)(3) 30500 0 Improvement to physical plant. Trimount Foundation Inc 56 Harrison Street Suite 401 New Rochelle NY 108016560 046141144 501(c)(3) 25500 0 Operations. Mathewson Foundation Inc 224 Bowen Street Providence RI 029061542 050450077 501(c)(3) 15600 0 Operations. Southmont Foundation Inc 170 Montrose Avenue South Orange NJ 070792415 223146708 501(c)(3) 11579 0 $8,400 for operations and $3,179 for renovation of physical plant. Romana Bulletin Inc 56 Harrison Street Suite 401 New Rochelle NY 108016560 134013243 501(c)(3) 11500 0 Operations. 40 0 Direct cash assistance to indigent family. 1 6000 0 Student loan assistance to clergy of the Opus Dei Prelature. 1 0 4125 Cost Monthly installments on student loan Schedule I, Part I, Line 2 The Woodlawn Foundation monitors the use of grant funds in the U.S. by means of direct, first-hand knowledge of the character and activities of its grantees, and by means of regular, detailed accounts they provide to the Foundation. X 68 3339863 Fair value X Expired charitable remainder unitrust 1 164022 Fair value X Expired charitable gift annuity 1 12492 Fair value X Partial forgiveness of no-interest loan 1 13000 Cost X Amortized discount on pledges receivable 1 45286 Fair value 0 0 0 0 Form 990, Part VI, Section B, Line 11b A draft of Form 990 (2016) is e-mailed to officers and Board Members prior to the Board's interim meeting in May 2018. The Treasurer formally presents it at the meeting. He makes corrections and adjustments based on ensuing comments and suggestions, and finally signs and files Form 990 electronically. Form 990, Part VI, Section B, Line 12c Board Members and officers of the Woodlawn Foundation revisit the conflict of interest policy during the Board of Directors annual meeting in November. Each Board Member and officer discloses whether or not he or she has a conflict of interest by means of a signed statement listing conflicts, if any. The Secretary takes custody of these statements. Form 990, Part VI, Section B, Line 15 Any position whose reportable and non-reportable compensation exceed $80,000 is subject to the Woodlawn Foundation's Executive Compensation Policy including, but not limited to, the President, Executive Director, financial officers, management officers, and key employees. When applicable, the Executive Committee shall make its recommendation annually to the Board regarding the reasonableness of those positions. It shall rely upon appropriate data as to comparability in making its determination. Furthermore, it shall place such data and other reasons for its recommendation in the Minutes. Only those who are free of conflicts of interest may be involved in the evaluation of Executive compensation. Form 990, Part VI, Section C, Line 19 The Foundation's governing documents, conflict of interest policy, and financial statements are available for review in person during regular business hours at the Treasurer's office located at 56 Harrison Street, Suite 401, New Rochelle, New York 10801-6560. No appointment is necessary. The Foundation will also send paper copies of these documents via U.S. Postal Service, or an electronic copy via e-mail, upon request and without charge. Furthermore, the Articles of Incorporation, By-Laws, and the three most current Form 990's are available for review on the organization's website at woodlawnfoundation.org. Form 990, Part XI, Line 9 Other changes in net assets in the amount of minus $2,730,664 resulted from adjusting journal entries entered by the independent accounting firm who audited the consolidated financial records of the Woodlawn Foundation and related parties for the fiscal year ending June 30, 2016. These adjusting entries were made after we filed Form 990 (2015), and they are: (i) write-down of $100,000 of a pledge deemed uncollectible; and (ii) full write-down of $2,630,664 investment in a closely-held corporation. Rockside Foundation 56 Harrison Street Suite 401 New Rochelle NY 108016560 311538837 supporting organization OH 501(c)(3) 12a N/A 1 Sauganash Foundation 56 Harrison Street Suite 401 New Rochelle NY 108016560 311538838 supporting organization OH 501(c)(3) 12a N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rockside Foundation c 740000 Cash received. Sauganash Foundation c 1493000 Cash received.