2015-05-14T10:35:33-07:00 2014-06-30 990 2013-07-01 133055729 WOODLAWN FOUNDATION INC WOOD 9146323778 56 Harrison Street Suite 401 New Rochelle NY 108016560 Arthur Kim Rivera Treasurer 9146323778 2015-05-14 2013 2016-03-07 17:11:31Z Timothy C Hogan 139 East 34th Street New York NY 100164704 19607328 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. 12 7 6 0 0 0 12148627 10387676 137721 119623 929559 1406198 11948 0 13227855 11913497 11869260 17123959 0 0 299666 310940 11835 13048 68850 744194 885506 12924955 18333453 302900 -6419956 29514358 23544600 1697142 1927916 27817216 21616684 Woodlawn Foundation Inc. solicits contributions and provides grants to nonprofit organizations that receive pastoral care from the Catholic Prelature of Opus Dei. 0 0 17602965 17084967 119623 Provided grants and services in support of forty-seven nonprofit organizations that receive pastoral care from the Roman Catholic Prelature of Opus Dei. 0 0 0 17602965 1 1 0 0 0 1 0 1 0 0 1 1 1 1 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 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Arthur Kim C Rivera 9146323778 56 Harrison Street Suite 401 New Rochelle NY 108016560 Timothy C Hogan President 10 2 X X 0 0 0 Michael A Coan Executive Director and Vice President 20 4 X X 16920 0 12600 Edwin S Tecarro Vice President 10 0 X X 0 0 0 Anthony McCarthy Vice President 10 0 X X 0 0 0 Gregory G Giebler Secretary 20 2 X X 0 0 0 Arthur Kim C Rivera Treasurer 20 4 X X 16920 0 12600 George Sim Johnston III Board Member 2 1 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 James M O'Kane Board Member 1 0 X 0 0 0 Jacqueline Y Taylor Board Member 1 0 X 0 0 0 Patricia Keefe Board Member 1 0 X 0 0 0 33840 0 25200 0 0 0 0 0 0 0 0 840000 0 9547676 523984 10387676 Health insurance reimbursement 524292 100498 100498 0 0 Interest on program related loans 900004 19125 19125 0 0 0 0 0 0 119623 203226 0 0 203226 0 0 0 0 0 0 0 0 0 0 8896803 0 7693831 0 1202972 0 1202972 0 0 1202972 0 0 11913497 119623 0 1406198 16154554 16154554 33909 33909 935496 935496 33840 1335 28197 4308 229500 9053 191227 29220 27454 1083 22875 3496 20146 795 16786 2565 160487 0 160487 0 891 0 891 0 85000 0 85000 0 13048 13048 62990 0 62990 0 26431 1043 22023 3365 11351 448 9458 1445 61730 2357 49790 9583 694 27 579 88 7724 305 6436 983 427313 424295 2618 400 Charitable gift annuity expense 38157 38157 0 0 2738 108 2281 349 18333453 17602965 661638 68850 898652 653551 3484950 2125403 1963430 1774104 390805 375078 9972 10021 38622 16735 30898 21887 10609574 12250761 1670111 1865553 2687980 2517230 7767986 1951012 29514358 23544600 624473 697346 1072669 1230570 1697142 1927916 X 7601707 6943544 20215509 14673140 0 0 27817216 21616684 29514358 23544600 X -6419956 744897 0 0 -1261 -524212 X 0 1 X 1 0 X 10056365 12143228 9800108 12148627 10387676 54536004 10056365 12143228 9800108 12148627 10387676 54536004 6545051 47990953 198872 237211 187887 130049 203226 957245 266 183 102 11949 0 12500 55505749 919979 0.86461 0.77874 X Schedule A, Part II, Line 10 Other income reported on Part II, Section B, Line 10 consist of the following: For 2009--unexpected, unidentified receipt of $266; for 2010--unexpected, unidentified receipt of $183; for 2011--unexpected, unidentified receipt of $102; and for 2012--brokerage account client credit of $11,234, write-off of un-cashed checks drawn prior to 6-30-2011 totaling $515, and a bank promotional credit of $200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 20836 0 1 1 0 107503 0 1950 X Installation in future chapels 0 0 0 0 0 0 0 0 0 38622 16735 21887 0 0 0 0 0 0 0 0 21887 0 C 1406280 F Abdiel Qualified Offshore Partners Ltd. 459273 F 1865553 Operating loan to a 501(c)(3) organization 1911000 C Construction loan to four 501(c)(3) organizations 606230 C 2517230 Assets held in trust 1841559 Religious art 107503 Jewelry 1950 1951012 0 Liability under trust agreements 956372 Liability on charitable gift annuities 274198 1230570 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. Europe (including Iceland and Greenland) operation of four nonprofit organizations 901412 wire transfer 0 Russia and the newly independent States operation of a nonprofit organization 10000 wire transfer 0 South America scholarship to students in a rural farm school 19000 wire transfer 0 6 0 0 0 0 0 0 0 1 Wynncliff Inc 5800 North Keating Avenue Chicago IL 606466615 272559366 501(c)(3) 0 5450293 Cost Real property provide facilities for exempt purpose programs of recipient Chestnut Hill Foundation Inc 481 Hammond Street Chestnut Hill MA 024671714 043141919 501(c)(3) 1920600 0 $1,680,000 for expansion of physical plant, and $240,600 for operations Roseaire Retreat Inc 14281 Gallagher Road Delray Beach FL 33445 650649421 501(c)(3) 695762 0 expansion of physical plant Euclid Foundation Inc 7800 Cass Avenue Darien IL 605615008 364295675 501(c)(3) 757500 0 $500,000 for construction loan payment, and $257,500 for operations Peninsula Foundation Inc 770 South Windsor Boulevard Los Angeles CA 900053786 942943240 501(c)(3) 700000 0 operations Murray Hill Place Inc 139 East 34th Street New York NY 100164704 133542148 501(c)(3) 685307 0 operations Southmore Foundation Inc xxx Houston TX 77777 760120857 501(c)(3) 600000 0 acquisition of real property Heights Foundation Inc 56 Harrison Street Suite 401 New Rochelle NY 108016560 526062426 501(c)(3) 440000 0 remodel physical plant Crawford Foundation Inc 99 Overlook Circle New Rochelle NY 108044501 133552064 501(c)(3) 395000 0 operations Prelature of the Holy Cross and Opus Dei 139 East 34th Street New York NY 100164704 133598550 501(c)(3) 362133 0 operations Castlewood Foundation Inc 5800 North Keating Avenue Chicago IL 606466615 363309592 501(c)(3) 304800 0 operations Elmbrook Inc 25 Follen Street Cambridge MA 021383502 222931400 501(c)(3) 282390 0 operations Tenley Study Center Inc 4300 Garrison Street Northwest Washington DC 200164099 521545933 501(c)(3) 266200 0 operations Chaucer Drive Study Center Inc 5505 Chaucer Drive Houston TX 770052631 760353042 501(c)(3) 262100 0 operations Midtown Cultural Center Inc 1825 North Wood Street Chicago IL 606221130 364093991 501(c)(3) 234800 0 operations Reston Study Center Inc 1810 Old Reston Avenue Reston VA 201903304 541826300 501(c)(3) 164574 31148 cost partial forgiveness of construction loan $164,574 for operations and $31,148 for construction of facilities Longlea Conference Center Inc 4101 Yuma Street Northwest Washington DC 200162109 020665083 501(c)(3) 186000 0 operations Shellbourne Inc 359 West 200 North Valparaiso IN 46385 351266330 501(c)(3) 168750 0 expansion of facilities Wyoming House Inc 2301 Wyoming Avenue Northwest Washington DC 200081642 521760051 501(c)(3) 160200 0 operations Layton Study Center Inc 12900 West North Avenue Brookfield WI 530055217 391692100 501(c)(3) 151000 0 operations Association for Educational Development 5800 North Keating Avenue Chicago IL 606466615 362649305 501(c)(3) 150600 0 operations Wespine Study Center Inc 100 East Essex Avenue Kirkwood MO 63122 431651179 501(c)(3) 146400 0 operations Menlough Study Center 1160 Santa Cruz Avenue Menlo Park CA 940255003 770438157 501(c)(3) 145000 0 operations Windmoor Foundation Inc 1121 North Notre Dame Avenue South Bend IN 466171342 010788484 501(c)(3) 140800 0 operations Oakton Foundation Inc 5505 Chaucer Drive Houston TX 770052631 452196605 501(c)(3) 140000 0 acquisition of real property Warwick Foundation Inc 5090 Warwick Terrace Pittsburgh PA 152133836 251603855 501(c)(3) 128400 0 operations Tilden Study Center 655 Levering Avenue Los Angeles CA 900242308 954301168 501(c)(3) 126000 0 operations Nassau Foundation Inc 34 Mercer Street Princeton NJ 08540 133534894 501(c)(3) 113265 0 operations Kingsland Foundation Inc 4451 Southwest 88th Avenue Miami FL 331655976 650299587 501(c)(3) 107082 0 operations Wingren Foundation Inc 3610 Wingren Drive Irving TX 75062 752405572 501(c)(3) 100100 0 operations Arnold Hall Inc Randall Street Post Office Box 528 North Pembroke MA 02358 222936068 501(c)(3) 98400 0 operations Berkland Foundation 1827 Oxford Street Berkeley CA 94709 943207717 501(c)(3) 95000 0 operations Riverside Study Center Inc 330 Riverside Drive New York NY 100253421 133547523 501(c)(3) 71400 0 operations Montevista Foundation Inc 345 East Summit Avenue San Antonio TX 78212 742618410 501(c)(3) 55000 0 operations Lincoln Green Foundation Inc 715 West Michigan Avenue Urbana IL 61801 364145777 501(c)(3) 53400 0 operations Trimount Foundation Inc 56 Harrison Street Suite 401 New Rochelle NY 108016560 046141144 501(c)(3) 22500 0 operations Mathewson Foundation Inc 224 Bowen Street Providence RI 02906 050450077 501(c)(3) 15600 0 operations Romana Bulletin Inc 56 Harrison Street Suite 401 New Rochelle NY 108016560 134013243 501(c)(3) 12000 0 operations Trumbull Manor Inc 50 Rica Vista Novato CA 94947 680235497 501(c)(3) 10000 0 operations 41 0 Direct cash assistance to indigent families 2 29784 0 Student loan assistance to clergy of the Opus Dei Prelature 1 4125 0 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 11 523984 fair value at date of gift 0 0 0 0 Form 990, Part VI, Section B, Line 11b The Treasurer prepares a draft of Form 990 and distributes paper copies to other officers and to Board Members, usually in the annual meeting of the Board of Directors in November. After review and discussion of the draft, the Treasurer makes corrections and adjustments based on comments and suggestions of officers and Board Members. Finally, he or she 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. 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 ist 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 internet at woodlawnfoundation.org. Form 990, Part XI, Line 9 As a consequence of audits by an independent accounting firm of the consolidated financial records for prior fiscal years of the Woodlawn Foundation and its affiliates, we adjust Woodlawn's net assets as follows: (a) decrease of $189,326 in net balance of pledges receivable due to payments made against pledges; (b) write-down of $40,727 in book value of investment in a limited partnership; (c) decrease of $366,681 in value of trust agreements; (d) increase of liability under trust agreements by $163,647; and (e) write-up of $236,169 in book value of investment in a closely-held corporation. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rockside Foundation c 390000 cash Sauganash Foundation c 450000 cash