WOODRUFF FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WOODRUFF FOUNDATION (EIN 23-7425631)
Tax period
2013-01-01 to 2013-12-31
Filed
2015-10-26
IRS object ID
201542999349100554
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-26T13:37:59-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Dingus & Daga IncBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120600 Chagrin Blvd Ste 701AddressLine1
CityClevelandCity
StateOHState
ZIP Code44122ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237425631EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOODRUFF FOUNDATIONBusinessNameLine1
Business Name Line2co DINGUS AND DAGA INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt
Phone2165619200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120600 CHAGRIN BLVDAddressLine1
CitySHAKER HEIGHTSCity
StateOHState
ZIP Code44122ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLA HOLT THOMASPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2015-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSOOKRAM PHALGOOPreparerPersonNm
PTINP00113510PTIN
Phone2165619200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,934,797FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$245,990DividendsRevAndExpnssAmt
Dividends Net Invst Incm$245,990DividendsNetInvstIncmAmt
Dividends Adj Net Incm$245,990DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$241,280NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,326,854GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$241,280CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$241,280NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$5,424OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$492,694TotalRevAndExpnssAmt
Total Net Invst Incm$487,270TotalNetInvstIncmAmt
Total Adj Net Incm$487,270TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,829OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,829OtherProfFeesNetInvstIncmAmt
Printing And Pub Rev And Expnss$3,115PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$3,115PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$103,726OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$103,726OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$145,370TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$110,191TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$597,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$432,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$743,320TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,179TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$542,641TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$250,626ExcessRevenueOverExpensesAmt
Net Investment Income$452,091NetInvestmentIncomeAmt
Adjusted Net Income$487,270AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,469CashBOYAmt
Cash EOY$3,390CashEOYAmt
Cash EOYFMV$3,390CashEOYFMVAmt
Acct Rcvbl$13,007AcctRcvblAmt
Acct Rcvbl BOY$73,980AcctRcvblBOYAmt
Acct Rcvbl EOY$13,007AcctRcvblEOYAmt
Prepaid Expenses EOY$10,000PrepaidExpensesEOYAmt
Corporate Stock BOY$10,858,145CorporateStockBOYAmt
Corporate Stock EOY$11,931,407CorporateStockEOYAmt
Corporate Stock EOYFMV$11,931,407CorporateStockEOYFMVAmt
Total Assets BOY$10,934,594TotalAssetsBOYAmt
Total Assets EOY$11,957,804TotalAssetsEOYAmt
Total Assets EOYFMV$11,934,797TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,700AccountsPayableBOYAmt
Accounts Payable EOY$6,700AccountsPayableEOYAmt
Grants Payable EOY$165,500GrantsPayableEOYAmt
Total Liabilities BOY$6,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$172,200TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$10,927,894UnrestrictedBOYAmt
Unrestricted EOY$11,785,604UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$10,927,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,785,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,934,594TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,957,804TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,927,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$250,626ExcessRevenueOverExpensesAmt
Other Increases$1,108,336OtherIncreasesAmt
Subtotal$11,785,604SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,785,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$241,280CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$241,280NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$507,943AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,507,360NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04834DistributionYr1Rt
Adjusted Qlfy Distri Yr2$542,942AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,879,247NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04991DistributionYr2Rt
Adjusted Qlfy Distri Yr3$555,569AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,393,091NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05346DistributionYr3Rt
Adjusted Qlfy Distri Yr4$558,866AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,315,496NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05999DistributionYr4Rt
Adjusted Qlfy Distri Yr5$632,583AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,916,324NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05309DistributionYr5Rt
Total Distribution0.26478TotalDistributionRt
Average Distribution0.05296AverageDistributionRt
Net Vl Noncharitable Assets$11,208,469NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$593,556AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,521NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$598,077AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$542,641QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,042InvestmentIncomeExciseTaxAmt
Subtotal$9,042SubtotalAmt
Tax Based On Investment Income$9,042TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,190EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,190TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$148EsPenaltyAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kara McCulloughBusinessNameLine1
FieldValueIRS element (for citing)
Phone2166212901PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1627 Hanna Building Suite 966AddressLine1
CityClevelandCity
StateOHState
ZIP Code44115ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
FRANK HICKMAN
1427 EUCLID AVENUE SUITE 966CLEVELANDOH44115Trustee1.00$0
DAVID DOLL
600 SUPERIOR AVENUE EASTCLEVELANDOH44114senior V Presid1.00$0
MARK BONHARD
1427 EUCLID AVENUE SUITE 966CLEVELANDOH44115Trustee2.00$0
VALERIE RAINES
1422 EUCLID AVENUE SUITE 966CLEVELANDOH44115SEC/TREAS1.00$0
FRANK FECSER
1427 EUCLID AVENUE SUITE 966CLEVELANDOH44115Trustee1.00$0
RICHARD A PAULSON
1427 EUCLID AVENUE SUITE 966CLEVELANDOH44115President1.00$0
ELLA HOLT THOMAS
1422 EUCLID AVENUE SUITE 966CLEVELANDOH44115Trustee1.00$0
MARYELLEN DAVIS MD
1427 EUCLID AVENUE SUITE 966CLEVELANDOH44115Trustee1.00$0
NANCY LOWERY-BREGAR
246 AURNDEL ROADROCKEY RIVEROH44116Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeService TypeServiceTypeTxtCompensationCompensationAmt
FOUNDATION MANAGEMENT SERVICES
1422 Euclid Avenue Suite 966CLEVELANDOH44115FOUNDATION MGMT$89,124
NORTHERN TRUST
200 Public Square Suite 1950CLEVELANDOH44114Investment Advisory$13,893
ALLIANCE BERSTEIN
127 Public Square Suite 5000ClevelandOH44114Investment Advisory$17,936

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,379,156AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,379,156TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$11,379,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$170,687CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,208,469NetVlNoncharitableAssetsAmt
Minimum Investment Return$560,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$560,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,042TaxBasedOnInvestmentIncomeAmt
Total Tax$9,042TotalTaxAmt
Distributable Before Adj$551,381DistributableBeforeAdjAmt
Distributable Before Ded$551,381DistributableBeforeDedAmt
Distributable As Adjusted$551,381DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$542,641ExpensesAndContributionsAmt
Qualifying Distributions$542,641QualifyingDistributionsAmt
Adjusted Qualifying Distri$542,641AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$551,381DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$42,371ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$95,414ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,511ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,175ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$224,471TotalExcessDistributionCyovAmt
Qualifying Distributions$542,641QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$542,641AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,740ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,740ExcessDistributionCyovAppCYAmt
Total Corpus$215,731TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,631ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$182,100ExcessDistriCyovToNextYrAmt
Excess From Year4$95,414ExcessFromYear4Amt
Excess From Year3$81,511ExcessFromYear3Amt
Excess From Year2$5,175ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWOODRUFF FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11422 EUCLID AVENUE SUITE 966AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441151901ZIPCode
FieldValueIRS element (for citing)
Recipient Phone2165661853RecipientPhoneNum
Form And Info And MaterialsNO 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 REPORTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHED LISTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE LISTAddressLine1
CitySEE LISTCity
StateOHState
ZIP Code44115ZIPCode
FieldValueIRS element (for citing)
Recipient Relationship*RecipientRelationshipTxt
Recipient Foundation Status* NONE OF THE RECIPIRecipientFoundationStatusTxt
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$432,450Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$432,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$245,990RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$241,280RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Related Or Exempt Function Incm$5,424RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$492,694RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$492,694TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$6,700Amt
Net Investment Income$3,350NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,350DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (3 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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Forum$6,841$6,841
Insurance$1,625$1,625
Management Fee$89,124$89,124
Membership dues$4,157$4,157
Miscellaneous$1,779$1,779
State Registration$200$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Revenue And Expenses Per Books$5,424RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInv Management FeesCategoryTxt
Amt$31,829Amt
Net Investment Income$31,829NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.