WOODLAWN FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOODLAWN FOUNDATION (EIN 13-3055729)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-07-15
- IRS object ID
- 201701989349300525
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-15T17:40:47-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133055729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAWN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 9146323778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Harrison Street - Suite 401 | AddressLine1Txt |
| City | New Rochelle | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108016560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arthur Kim Rivera | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9146323778 | PhoneNum |
| Signature | 2017-07-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anthony M McCarthy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Harrison Street | AddressLine1Txt |
| Address Line2 | Suite 401 | AddressLine2Txt |
| City | New Rochelle | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108016560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,593,525 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | woodlawnfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Woodlawn Foundation Inc solicits contributions and provides grants to nonprofit organizations that receive pastoral care from the Catholic Prelature of Opus Dei. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,552,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,298,094 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $82,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,227 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,858,257 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,045,859 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,542 | PYOtherRevenueAmt |
| CY Other Revenue | $440 | CYOtherRevenueAmt |
| PY Total Revenue | $31,495,312 | PYTotalRevenueAmt |
| CY Total Revenue | $19,530,620 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,336,112 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,995,292 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $309,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $336,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,515 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $13,665 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $97,894 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,301,788 | PYOtherExpensesAmt |
| CY Other Expenses | $2,150,513 | CYOtherExpensesAmt |
| PY Total Expenses | $14,959,577 | PYTotalExpensesAmt |
| CY Total Expenses | $19,495,577 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,535,735 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,450,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,845,044 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,323,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,986,943 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,126,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,858,101 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Woodlawn Foundation Inc solicits contributions and provides grants to nonprofit organizations that receive pastoral care from the Catholic Prelature of Opus Dei. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,049,578 | ExpenseAmt |
| Grant | $16,983,077 | GrantAmt |
| Revenue | $186,227 | RevenueAmt |
| Desc | Provided grants and services in support of fifty-five nonprofit organizations that receive pastoral care from the Roman Catholic Prelature of Opus Dei. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,049,578 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arthur Kim C Rivera | PersonNm |
| Phone | 9146323778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Harrison Street | AddressLine1Txt |
| Address Line2 | Suite 401 | AddressLine2Txt |
| City | New Rochelle | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108016560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Anthony M McCarthy | |||||||
| President | 10 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Michael A Coan | |||||||
| Executive Director and Vice President | 20 | 4 | Yes (X) | Yes (X) | $16,920 | $0 | $13,500 |
| Charles Cushnie | |||||||
| Vice President | 10 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Timothy C Hogan | |||||||
| Vice President | 10 | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Edwin S Tecarro | |||||||
| Vice President | 10 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John M Wildes | |||||||
| Vice President | 10 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gregory A Byrnes | |||||||
| Secretary | 20 | 0 | Yes (X) | Yes (X) | $65,000 | $0 | $0 |
| Arthur Kim C Rivera | |||||||
| Treasurer | 30 | 4 | Yes (X) | Yes (X) | $16,920 | $0 | $13,500 |
| George Sim Johnston III | |||||||
| Board Member | 2 | 1 | Yes (X) | $0 | $0 | $0 | |
| Patricia Keefe | |||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mary Ellen Kranzlin | |||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Edythe F Merritt | |||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| James M O'Kane | |||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jacqueline Y Taylor | |||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of New York Mellon | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Park Avenue | AddressLine1Txt |
| Address Line2 | 54th Floor | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment advisor | ServicesDesc |
| Compensation | $140,837 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $214,343 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $18,083,751 | AllOtherContributionsAmt |
| Noncash Contributions | $3,857,679 | NoncashContributionsAmt |
| Total Contributions | $18,298,094 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Health insurance reimbursement | 524292 | $61,044 | $61,044 | $0 | $0 |
| Interest on program related loans | 900004 | $125,183 | $125,183 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,227 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $497,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $497,897 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,610,867 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,062,905 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $547,962 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $547,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $547,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,530,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,227 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,046,299 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,722,011 | TotalAmt |
| Program Services | $15,722,011 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,625 | TotalAmt |
| Program Services | $10,625 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,656 | TotalAmt |
| Program Services | $1,262,656 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,840 | TotalAmt |
| Program Services | $2,966 | ProgramServicesAmt |
| Management And General | $84,615 | ManagementAndGeneralAmt |
| Fundraising | $11,259 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,044 | TotalAmt |
| Program Services | $5,133 | ProgramServicesAmt |
| Management And General | $146,426 | ManagementAndGeneralAmt |
| Fundraising | $19,485 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,576 | TotalAmt |
| Program Services | $1,368 | ProgramServicesAmt |
| Management And General | $39,016 | ManagementAndGeneralAmt |
| Fundraising | $5,192 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,647 | TotalAmt |
| Program Services | $620 | ProgramServicesAmt |
| Management And General | $17,675 | ManagementAndGeneralAmt |
| Fundraising | $2,352 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,940 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $258,388 | ManagementAndGeneralAmt |
| Fundraising | $1,552 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,240 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,240 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $96,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,665 | TotalAmt |
| Fundraising | $13,665 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,910 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $145,910 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,465 | TotalAmt |
| Program Services | $20,586 | ProgramServicesAmt |
| Management And General | $22,952 | ManagementAndGeneralAmt |
| Fundraising | $7,927 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,171 | TotalAmt |
| Program Services | $665 | ProgramServicesAmt |
| Management And General | $18,980 | ManagementAndGeneralAmt |
| Fundraising | $2,526 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,326 | TotalAmt |
| Program Services | $2,321 | ProgramServicesAmt |
| Management And General | $66,197 | ManagementAndGeneralAmt |
| Fundraising | $8,808 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,354 | TotalAmt |
| Program Services | $8 | ProgramServicesAmt |
| Management And General | $231 | ManagementAndGeneralAmt |
| Fundraising | $4,115 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,850 | TotalAmt |
| Program Services | $1,556 | ProgramServicesAmt |
| Management And General | $44,388 | ManagementAndGeneralAmt |
| Fundraising | $5,906 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,960 | TotalAmt |
| Program Services | $12,468 | ProgramServicesAmt |
| Management And General | $6,612 | ManagementAndGeneralAmt |
| Fundraising | $880 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227 | TotalAmt |
| Program Services | $7 | ProgramServicesAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
| Fundraising | $26 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Health insurance benefits | $982,429 | $982,429 | $0 | $0 |
| Allowance for uncollectible pledges and loans | $379,026 | $0 | $379,026 | $0 |
| Charitable gift annuity expense | $24,098 | $24,098 | $0 | $0 |
| Lawsuit settlement | $13,968 | $0 | $0 | $13,968 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,049 | TotalAmt |
| Program Services | $61 | ProgramServicesAmt |
| Management And General | $1,755 | ManagementAndGeneralAmt |
| Fundraising | $233 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,495,577 | TotalAmt |
| Program Services | $18,049,578 | ProgramServicesAmt |
| Management And General | $1,348,105 | ManagementAndGeneralAmt |
| Fundraising | $97,894 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,356,327 | BOYAmt |
| EOY | $1,924,906 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,328,503 | BOYAmt |
| EOY | $6,562,554 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,724,021 | BOYAmt |
| EOY | $1,733,939 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $34,801 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,546 | BOYAmt |
| EOY | $341,169 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,175 | BOYAmt |
| EOY | $13,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,802 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,537 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,225 | BOYAmt |
| EOY | $49,265 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,752,965 | BOYAmt |
| EOY | $21,945,583 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,153,646 | BOYAmt |
| EOY | $4,964,518 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,473 | BOYAmt |
| EOY | $2,299,840 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,273,151 | BOYAmt |
| EOY | $975,291 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,450,032 | BOYAmt |
| EOY | $40,845,044 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,550,000 | BOYAmt |
| EOY | $2,550,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,346 | BOYAmt |
| EOY | $721,846 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,518 | BOYAmt |
| EOY | $715,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,323,864 | BOYAmt |
| EOY | $3,986,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,676,557 | BOYAmt |
| EOY | $27,111,710 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,449,611 | BOYAmt |
| EOY | $9,746,391 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,126,168 | BOYAmt |
| EOY | $36,858,101 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,450,032 | BOYAmt |
| EOY | $40,845,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $35,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,272,145 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,969,035 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,800,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,148,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,387,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,552,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,183,210 | CurrentTaxYearAmt |
| Total | $79,071,772 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,800,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,148,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,387,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,552,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,183,210 | CurrentTaxYearAmt |
| Total | $79,071,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,809,436 | SubstantialContributorsTotAmt |
| Public Support Total170 | $77,262,336 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $425,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $605,548 | CurrentTaxYearAmt |
| Total | $1,563,548 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440 | CurrentTaxYearAmt |
| Total | $3,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $80,639,119 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $560,763 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95812 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income reported on Part II, Section B, Line 10 consist of the following: For 2011--unexpected, unidentified receipt of $102; 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 accounts payable totaling $440. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $107,503 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $6,000 | RevenuesIncludedAmt |
| Assets Included | $7,950 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Installation in future chapels | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $38,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,183 | DepreciationAmt |
| Book Value | $6,439 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $61,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,354 | DepreciationAmt |
| Book Value | $42,826 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,265 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,630,664 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Abdiel Qualified Offshore Partners Ltd | $819,619 | F |
| Linx Partners limited partnerships | $1,514,235 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,964,518 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Operating loan to a 501(c)(3) organization | $1,911,000 | C |
| Construction loan to two 501(c)(3) organizations | $388,840 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,299,840 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability under trust agreements | $380,296 |
| Liability on charitable gift annuities | $334,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $715,097 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part III, Line 4 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| Europe (including Iceland and Greenland) | Operation of four nonprofit organizations in Italy who have missions similar to that of Woodlawn Foundation, and building construction of a nonprofit organization in Spain. | $1,062,464 | wire transfer | $0 |
| Russia and the newly independent States | Operation and expansion project of two nonprofit organizations in Lithuania who have missions similar to that of Woodlawn Foundation | $117,000 | wire transfer | $0 |
| South America | Construction of a conference center in Peru to house spiritual retreats and similar formational activities | $49,825 | wire transfer | $0 |
| South America | Scholarship for students attending a rural farm school in Colombia | $29,250 | wire transfer | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Southmore Foundation Inc | |||||||||||
| 2011 Sheridan Street | Houston | TX | 77030 | 760120857 | 501(c)(3) | $2,500,000 | $0 | Construction of physical plant | |||
| Shellbourne Inc | |||||||||||
| 359 West 200 North | Valparaiso | IN | 463857728 | 351266330 | 501(c)(3) | $1,831,250 | $0 | Expansion of physical plant | |||
| Oakton Foundation Inc | |||||||||||
| 5505 Chaucer Drive | Houston | TX | 770052631 | 452196605 | 501(c)(3) | $1,337,285 | $0 | Construction of physical plant | |||
| Murray Hill Place Inc | |||||||||||
| 139 East 34th Street | New York | NY | 100164704 | 133542148 | 501(c)(3) | $1,159,282 | $0 | Operations | |||
| Corporation for Social and Educational Development | |||||||||||
| 6321 North Avendale Avenue | Chicago | IL | 60631 | 366205980 | 501(c)(3) | $882,000 | $0 | Construction of physical plant | Suite A-215 | ||
| Roseaire Retreat Inc | |||||||||||
| 14281 Gallagher Road | Delray Beach | FL | 33445 | 650649421 | 501(c)(3) | $811,882 | $0 | Expansion of physical plant | |||
| Chestnut Hill Foundation Inc | |||||||||||
| 481 Hammond Street | Chestnut Hill | MA | 024671714 | 043141919 | 501(c)(3) | $666,228 | $0 | $441,906 for operations and $224,322 for expansion of physical plant | |||
| Prelature of the Holy Cross and Opus Dei | |||||||||||
| 139 East 34th Street | New York | NY | 100164704 | 133598550 | 501(c)(3) | $469,295 | $0 | Operations | |||
| Crawford Foundation Inc | |||||||||||
| 99 Overlook Circle | New Rochelle | NY | 108044501 | 133552064 | 501(c)(3) | $465,300 | $0 | $450,300 for operations, and $15,000 for acquisition of used motor vehicle | |||
| Castlewood Foundation Inc | |||||||||||
| 5800 North Keating Avenue | Chicago | IL | 606466615 | 363309592 | 501(c)(3) | $457,832 | $0 | Operations | |||
| Association for Cultural Interchange Inc | |||||||||||
| 420 Lexington Avenue | New York | NY | 101700300 | 526054124 | 501(c)(3) | $435,000 | $0 | Construction of Saxum Conference Center in Israel | Suite 300 | ||
| Euclid Foundation | |||||||||||
| 7800 Cass Avenue | Darien | IL | 605615008 | 364295675 | 501(c)(3) | $382,800 | $0 | $237,800 for operations, and $145,000 for improvements to physical plant | |||
| Windmoor Foundation Inc | |||||||||||
| 1121 North Notre Dame Avenue | South Bend | IN | 466171342 | 010788484 | 501(c)(3) | $327,191 | $0 | $93,120 for operations, and $234,071 for expansion and development of physical plant | |||
| Tenley Study Center Inc | |||||||||||
| 4300 Garrison Street | Washington | DC | 200164099 | 521545933 | 501(c)(3) | $278,400 | $0 | Operations | Northwest | ||
| Tilden Study Center Inc | |||||||||||
| 655 Levering Avenue | Los Angeles | CA | 900242308 | 954301168 | 501(c)(3) | $258,400 | $0 | Operations | |||
| Wyoming House Inc | |||||||||||
| 2301 Wyoming Avenue | Washington | DC | 200081642 | 521760051 | 501(c)(3) | $250,990 | $0 | $211,800 for operations, and $39,190 for improvement to physical plant | Northwest | ||
| Reston Study Center Inc | |||||||||||
| 1810 Old Reston Avenue | Reston | VA | 201903304 | 541826300 | 501(c)(3) | $225,500 | $6,395 | $225,500 for operations, and $6,395 for construction of physical plant | Cost | Partial forgiveness of construction loan | |
| Elmbrook Inc | |||||||||||
| 25 Follen Street | Cambridge | MA | 021383502 | 222931400 | 501(c)(3) | $217,985 | $0 | $190,800 for operations, and $27,185 for improvement to physical plant | |||
| Berkland Foundaton Inc | |||||||||||
| 1827 Oxford Street | Berkeley | CA | 947091800 | 943207717 | 501(c)(3) | $205,428 | $0 | $30,000 for operations, and $175,428 to pay off mortgage loan on physical plant | |||
| Longlea Conference Center Inc | |||||||||||
| 4101 Yuma Street | Washington | DC | 200162109 | 020665083 | 501(c)(3) | $186,000 | $0 | Operations | Northwest | ||
| Southmont Foundation Inc | |||||||||||
| 170 Montrose Avenue | South Orange | NJ | 070792415 | 223146708 | 501(c)(3) | $184,200 | $0 | $34,200 for operations, and $150,000 for improvement to physical plant | |||
| Layton Study Center Inc | |||||||||||
| 12900 West North Avenue | Brookfield | WI | 530055217 | 391692100 | 501(c)(3) | $178,200 | $0 | Operations | |||
| Midtown Cultural Center Inc | |||||||||||
| 1825 North Wood Street | Chicago | IL | 606221130 | 364093991 | 501(c)(3) | $176,700 | $0 | Operations | |||
| Chaucer Drive Study Center Inc | |||||||||||
| 5505 Chaucer Drive | Houston | TX | 770052631 | 760353042 | 501(c)(3) | $175,900 | $0 | Operations | |||
| Menlough Study Center Inc | |||||||||||
| 1160 Santa Cruz Avenue | Menlo Park | CA | 940255003 | 770438157 | 501(c)(3) | $165,879 | $0 | $100,000 for operations, and $65,879 to pay off mortgage loan on physical plant | |||
| The Mill Brook School Foundation Inc | |||||||||||
| 390 Oakland Parkway | Franklin | MA | 02038 | 475112301 | 501(c)(3) | $165,000 | $0 | Development of grade school for boys | |||
| Wespine Study Center Inc | |||||||||||
| 100 East Essex Avenue | Kirkwood | MO | 631224402 | 431651179 | 501(c)(3) | $162,668 | $0 | $94,200 for operations, and $68,468 for improvement to physical plant | |||
| Peninsula Foundation Inc | |||||||||||
| 770 South Windsor Boulevard | Los Angeles | CA | 900053786 | 942943240 | 501(c)(3) | $150,000 | $0 | $125,000 for operations, and $25,000 for cost of sale of real property | |||
| Association for Educational Development | |||||||||||
| 5800 North Keating Avenue | Chicago | IL | 606466615 | 362649305 | 501(c)(3) | $140,454 | $0 | $133,200 for operations, and $7,254 for improvement to physical plant | |||
| Warwick Foundation Inc | |||||||||||
| 5090 Warwick Terrace | Pittsburgh | PA | 152133836 | 251603855 | 501(c)(3) | $128,400 | $0 | Operations | |||
| Kingsland Foundation Inc | |||||||||||
| 4451 Southwest 88th Avenue | Miami | FL | 331655976 | 650299587 | 501(c)(3) | $121,000 | $0 | $117,000 for operations, and $4,000 for improvement to physical plant | |||
| Wingren Foundation Inc | |||||||||||
| 3610 Wingren Avenue | Irving | TX | 750624512 | 752405572 | 501(c)(3) | $105,600 | $0 | Operations | |||
| The Nassau Foundation Inc | |||||||||||
| 34 Mercer Street | Princeton | NJ | 085406808 | 133534894 | 501(c)(3) | $104,400 | $0 | Operations | |||
| Arnold Hall Inc | |||||||||||
| Randall Street | North Pembroke | MA | 02358 | 222936068 | 501(c)(3) | $73,000 | $0 | Operations | PO Box 528 | ||
| Montrose Foundation Inc | |||||||||||
| 29 North Street | Medfield | MA | 02052 | 042668765 | 501(c)(3) | $70,000 | $0 | Operation of school for young women | |||
| Riverside Study Center Inc | |||||||||||
| 330 Riverside Drive | New York | NY | 100253421 | 133547523 | 501(c)(3) | $64,400 | $0 | $47,400 for operations, and $17,000 for improvement to physical plant | |||
| Montevista Foundation Inc | |||||||||||
| 345 East Summit Avenue | San Antonio | TX | 782123028 | 742618410 | 501(c)(3) | $63,700 | $0 | $46,500 for operations, and $17,200 for improvement to physical plant | |||
| Lincoln Green Foundation Inc | |||||||||||
| 715 West Michigan Avenue | Urbana | IL | 618014841 | 364145777 | 501(c)(3) | $50,005 | $0 | Operations | |||
| Trumbull Manor Inc | |||||||||||
| 50 Rica Vista | Novato | CA | 949472021 | 680235497 | 501(c)(3) | $30,000 | $0 | Operations | |||
| The Trimount Foundation Inc | |||||||||||
| 56 Harrison Street | New Rochelle | NY | 108016560 | 046141144 | 501(c)(3) | $19,000 | $0 | Operation of a retreat house in Vermont | Suite 401 | ||
| The Mathewson Foundation Inc | |||||||||||
| 224 Bowen Street | Providence | RI | 029061542 | 050450077 | 501(c)(3) | $15,600 | $0 | Operations | |||
| Romana Bulletin Inc | |||||||||||
| 56 Harrison Street | New Rochelle | NY | 108016560 | 134013243 | 501(c)(3) | $10,000 | $0 | Operations | Suite 401 | ||
| Wynncliff Inc | |||||||||||
| 5800 North Keating Avenue | Chicago | IL | 606466615 | 272559366 | 501(c)(3) | $9,563 | $0 | Operation of a retreat house in Wisconsin | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 46 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Direct cash assistance to indigent families | 2 | $6,500 | $0 | ||
| Student loan assistance to clergy of the Opus Dei Prelature | 1 | $0 | $4,125 | Cost | Monthly installments on student loan |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,852,066 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Expired charitable gift annuity | 1 | $15,734 | Fair value |
| Yes (X) | Partial forgiveness of loan payable | 1 | $3,000 | Cost |
| Yes (X) | Discount of pledges receivable | 8 | -$19,121 | Fair value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Treasurer prepared a draft of Form 990 and distributed electronic copies to other officers and to Board Members. After a sufficient period of review, the Treasurer made corrections and adjustments based on comments and suggestions received from officers and Board Members. Finally, he or she signed and filed 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. |
| 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 organization'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. |
| Form 990, Part XI, Line 9 | Other changes in net assets in the amount of $1,969,035 resulted from the audit by an independent accounting firm of the consolidated financial records of the Woodlawn Foundation and related parties for fiscal year ending June 30, 2015, i.e., the previous year's audit. We adjusted the value of the organization's net assets at the beginning of the year as follows: (a) increased investment in limited partnerships by $1,170,033 to reflect fair value as of the beginning of the year; (b) increased net pledges receivable by $789,402 to record pledges received in the audit year; (c) decreased assets held in trust by $48,671 due to unrecorded trust distributions made in the audit year; (d) decreased liability under trust agreements to reflect fair value at the beginning of the year, which resulted in an increase of $41,223 to net assets; and (d) decreased liability under charitable gift annuities to fair value at the beginning of the year, which resulted in an increase of $17,048 to net assets. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockside Foundation | |||||||||||
| 56 Harrison Street | Suite 401 | New Rochelle | NY | 108016560 | 311538837 | supporting organization | OH | 501(c)(3) | 11 Type I | N/A | 0 |
| Sauganash Foundation | |||||||||||
| 56 Harrison Street | Suite 401 | New Rochelle | NY | 108016560 | 311538838 | supporting organization | OH | 501(c)(3) | 11 Type I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Rockside Foundation | ||
| c | $107,296 | Cash |
| Sauganash Foundation | ||
| c | $107,047 | Cash |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We regret not filing Form 990 on May 15, 2017 due to an unavoidable delay in acquiring the auditors final adjusting journal entries. Nevertheless, this regrettable delay has allowed us to file without resorting to an amended return. In the future, we fully intend to avoid delays caused by auditing. | ExplanationTxt |
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