WOODRUFF FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WOODRUFF FOUNDATION (EIN 23-7425631)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-26
- IRS object ID
- 201532999349100503
- Schema version
- 2014v5.0
- 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-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T13:34:42-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dingus & Daga Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 Chagrin Blvd Ste 701 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237425631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODRUFF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | co DINGUS AND DAGA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2165619200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLA HOLT THOMAS | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2015-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOOKRAM PHALGOO | PreparerPersonNm |
| PTIN | P00113510 | PTIN |
| Phone | 2165619200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,744,324 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $370,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,832 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $370,832 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,129,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,775,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,129,746 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,129,746 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,686 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,505,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,500,578 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,500,578 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,726 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,216 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $96,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $96,368 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $379,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $544,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $922,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,396,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500,578 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,390 | CashBOYAmt |
| Cash EOY | $164,989 | CashEOYAmt |
| Cash EOYFMV | $164,989 | CashEOYFMVAmt |
| Acct Rcvbl | $47,818 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,007 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,818 | AcctRcvblEOYAmt |
| Prepaid Expenses BOY | $10,000 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $11,931,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,579,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,579,335 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,957,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,792,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,744,324 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,700 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,700 | AccountsPayableEOYAmt |
| Grants Payable BOY | $165,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $100,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $20,216 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $172,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $126,916 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,785,604 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,665,226 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,785,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,665,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,957,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,792,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,785,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $922,254 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,707,858 | SubtotalAmt |
| Other Decreases | $1,042,632 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,665,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,129,746 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,129,746 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $542,641 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,208,469 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04841 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $507,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,507,360 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $542,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,879,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04991 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $555,569 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,393,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05346 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $558,866 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,315,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05999 | DistributionYr5Rt |
| Total Distribution | 0.26011 | TotalDistributionRt |
| Average Distribution | 0.05202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,707,398 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $609,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $623,005 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $544,218 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,926 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,926 | SubtotalAmt |
| Tax Based On Investment Income | $27,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,792 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $13,134 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kara McCullough | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166212901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 627 Hanna Building Suite 966 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FRANK HICKMAN | ||||||
| 1427 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| DAVID DOLL | ||||||
| 600 SUPERIOR AVENUE EAST | CLEVELAND | OH | 44114 | senior V Presid | 1.00 | $0 |
| MARK BONHARD | ||||||
| 1427 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | Trustee | 2.00 | $0 |
| VALERIE RAINES | ||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | SEC/TREAS | 1.00 | $0 |
| RICHARD A PAULSON | ||||||
| 1427 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | President | 1.00 | $0 |
| ELLA HOLT THOMAS | ||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| MARYELLEN DAVIS MD | ||||||
| 1427 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| NANCY LOWERY-BREGAR | ||||||
| 246 AURNDEL ROAD | ROCKEY RIVER | OH | 44116 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOUNDATION MANAGEMENT SERVICES | |||||
| 1422 Euclid Avenue Suite 966 | CLEVELAND | OH | 44115 | FOUNDATION MGMT | $84,148 |
| NORTHERN TRUST | |||||
| 200 Public Square Suite 1950 | CLEVELAND | OH | 44114 | Investment Advisory | $3,417 |
| ROBERT W BAIRD & CO | |||||
| 200 Public Square Suite 1650 | Cleveland | OH | 44114 | Investment Advisory | $67,309 |
| ALLIANCE BERSTEIN | |||||
| 127 Public Square Suite 5000 | Cleveland | OH | 44114 | Investment Advisory | $3,825 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,885,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,885,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,885,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,707,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $585,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $585,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,926 | TotalTaxAmt |
| Distributable Before Adj | $557,444 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $557,444 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $557,444 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $544,218 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $544,218 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $544,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,444 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $95,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,175 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $182,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $544,218 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $544,218 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,226 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,874 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $82,188 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,686 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,511 | ExcessFromYear4Amt |
| Excess From Year3 | $5,175 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WOODRUFF FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE SUITE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2165661853 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC APPLICATION OR PROPOSAL FORM IS USED. APPLICANTS SHOULD SUBMIT PROPOSALS THAT SHOULD INCLUDE ITEMS SUCH AS:1. PURPOSE OF THE PROPOSAL2. A BRIEF HISTORY AND PURPOSE OF THE ORGANIZATION3. A PROFILE OF CLIENTS SERVED, A SUMMARY OF TEH SERVICES OFFERED ALONG WITH THE SERVICE AREA AND APPLICABLE STATISTICS4. AN EXPLANANTION OF SPECIFIC GRANT REQUEST INCLUDING OBJECTIVES, TIME FRAME AND BUDGET5. A STATEMENT OF INCOME AND EXPENSES FOR THE PRECEDING YEAR AND A CURRENT BUDGET6. A LIST OF THE BOARD OF TRUSTEES7. A COPY OF THE LATEST AUDITED FINANCIAL STATEMENTS8. A COPY OF THE MOST RECENT ANNUAL REPORT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED LIST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE LIST | AddressLine1Txt |
| City | SEE LIST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | * | RecipientRelationshipTxt |
| Recipient Foundation Status | ***SEE ATTACHED STAT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ***SEE ATTACHED STATEMENT 10* NONE OF THE RECIPIENTS IS AN INDIVIDUAL** NONE OF THE RECIPIENTS IS A PRIVATE FOUNDATION*** THE GRANTS ARE TO ASSIST THE PUBLIC CHARITIES IN THEIR DAY TO DAY OPERATIONS IN PURSUIT OF THEIR EXEMPT PURPOSES. | GrantOrContributionPurposeTxt |
| Amt | $444,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $370,832 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,129,746 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Related Or Exempt Function Incm | $4,686 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,505,264 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,505,264 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $3,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,350 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (4 entries)
| ExplanationExplanationTxt |
|---|
| ALLIANCE BERSTEIN |
| INVESTMENT ADVISORY FEES |
| FOUNDATION MANAGEMENT SERVICES |
| FOUNDATION MANAGEMENT SERVICES INC. PROVIDES VARIOUS SERVICES RELATING TO THE MANAGEMENT AND TRACKING OF THE FOUNDATION ACTIVITIES. ITS COMPENSATION IS BASED ON AN ANNUAL CONTRACT THAT IS APPROVED BY THE WOODRUFF BOARD OF TRUSTEES |
| NORTHERN TRUST |
| INVESTMENT ADVISORY FEES |
| ROBERT W BAIRD & CO |
| INVESTMENT ADVISORY FEES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loss | Desc |
| Amt | $1,042,632 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance | $1,625 | $1,625 |
| Management Fee | $87,973 | $87,973 |
| Membership dues | $4,516 | $4,516 |
| Miscellaneous | $2,054 | $2,054 |
| State Registration | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $4,686 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Excise Taxes | Desc |
| EOY Book Value | $20,216 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $70,726 | Amt |
| Net Investment Income | $70,726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $30,216 | Amt |
| Net Investment Income | $30,216 | NetInvestmentIncomeAmt |
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