2014-01-08T10:55:54-07:00 2013-06-30 990 2012-07-01 133055729 WOODLAWN FOUNDATION WOOD 9146323778 56 Harrison Street Suite 401 New Rochelle NY 108016560 Arthur Kim Rivera 9146323778 2014-01-08 2012 2015-11-30 17:44:51Z Timothy C Hogan 139 East Thirty-Fourth Street New York NY 100164704 27641868 0 X woodlawnfoundation.org X 1979 NY The Woodlawn Foundation 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 9800108 12148627 149491 137721 357566 929559 7113 11948 10314278 13227855 14191933 11869260 0 0 281424 299666 10310 11835 66642 870828 744194 15354495 12924955 -5040217 302900 31574715 29514358 1707194 1697142 29867521 27817216 The Woodlawn Foundation solicits contributions and provides grants to nonprofit organizations that receive pastoral care from the Catholic Prelature of Opus Dei. 0 0 12289925 11834731 137721 Provided grants and services in support of forty-eight nonprofit organizations that receive pastoral care from the Roman Catholic Prelature of Opus Dei. 0 0 0 12289925 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 0 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 10 2 X X 0 0 24000 Michael A Coan 20 4 X X 16920 0 12600 Edwin S Tecarro 10 0 X X 0 0 0 Anthony McCarthy 10 0 X X 0 0 22440 Gregory G Giebler 20 2 X X 0 0 21600 Arthur Kim C Rivera 20 4 X X 16920 0 12600 George Sim Johnston III 2 1 X 0 0 0 Mary Ellen Kranzlin 1 0 X X 0 0 0 Edythe F Merritt 1 0 X 0 0 0 James M O'Kane 1 0 X 0 0 0 Jacqueline Y Taylor 1 0 X 0 0 0 Maria Valdeavellano 1 0 X 0 0 0 33840 0 93240 0 0 0 0 0 0 0 0 0 0 12148627 1843795 12148627 Health insurance reimbursement 524292 131274 131274 0 0 Interest on program related loans 900004 6447 6447 0 0 0 0 0 0 137721 130049 0 0 130049 0 0 0 0 0 0 0 0 0 0 14982813 230710 14192373 221640 790440 9070 799510 0 0 799510 0 11948 0 0 11948 11948 13227855 137721 0 941507 11373368 11373368 33909 33909 461983 461983 33840 1044 28193 4603 0 220500 6803 183702 29995 25869 798 21552 3519 19457 600 16210 2647 161835 0 161835 0 51700 0 51700 0 11835 11835 19186 0 19186 0 27201 839 22662 3700 5791 179 4824 788 57236 1766 47684 7786 231 7 193 31 7724 238 6435 1051 373899 370854 2618 427 Charitable gift annuity expense 37477 37477 0 0 1914 60 1594 260 12924955 12289925 568388 66642 115319 898652 3822436 3484950 3744354 1963430 525767 390805 23626 9972 38622 7724 38622 30898 10615515 10609574 3220718 1670111 2071342 2687980 7397016 7767986 31574715 29514358 17787 0 638548 624473 1050859 1072669 1707194 1697142 X 7216102 7601707 22651419 20215509 0 0 29867521 27817216 31574715 29514358 X 302900 480377 0 0 76075 -2909657 X 0 1 X 1 0 X 13954470 10056365 12143228 9800108 12148627 58102798 13954470 10056365 12143228 9800108 12148627 58102798 11947766 46155032 398830 198872 237211 187887 130049 1152849 465 266 183 102 11949 12965 59268612 1213798 0.77874 0.78661 X Other income reported on Part II, Section B, Line 10 consist of the following: For 2008--unexpected, unidentified receipt of $465; 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 1950 1950 X Installation in future chapels 1 0 0 0 0 0 0 0 0 38622 7724 30898 0 0 0 0 0 0 0 0 30898 1170111 F Abdiel Qualified Offshore Partners Ltd. 500000 C 1670111 Operating loan to a 501(c)(3) organization 1911000 F Construction loan to four 501(c)(3) organizations 776980 F 2687980 Life estate in Manitowoc County, Wisconsin 5450293 Assets held in trust 2208240 Religious Art 107503 Jewelry 1950 7767986 0 Liability under trust agreements 792725 Liability on charitable gift annuities 279944 1072669 SchD_P03_S00_L04 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 in Italy and Switzerland that receive pastoral care from the Catholic Prelature of Opus Dei 404338 wire transfer 0 South America Scholarship to students in a rural farm school in Colombia that receives pastoral care from the Catholic Prelature of Opus Dei 41725 wire transfer 0 Russia and the newly independent States operation of a nonprofit organization in Lithuania that receives pastoral care from the Prelature of Opus Dei 17000 wire transfer 0 6 0 0 0 0 0 0 0 1 Chestnut Hill Foundation Inc 481 Hammon Street Chestnut Hill MA 024671714 043141919 501(c)(3) 2222000 0 $2,000,000 for expansion of physical plant; $222,000 for operations. Murray Hill Place Inc 139 East Thirty-Fourth Street New York NY 100164704 133542148 501(c)(3) 1163548 Operations Oakton Foundation Inc 5505 Chaucer Drive Houston TX 770052631 452196605 501(c)(3) 850000 Acquisition of real property Roseaire Retreat Inc 14281 Gallagher Road Delray Beach FL 33445 650649421 501(c)(3) 817300 0 Expansion of physical plant Peninsula Foundation Inc 770 South Windsor Boulevard Los Angeles CA 900053786 942943240 501(c)(3) 731000 0 Operations Association for Cultural Interchange Inc 420 Lexington Avenue Suite 300 New York NY 101700300 526054124 501(c)(3) 490401 0 Operations Prelature of the Holy Cross and Opus Dei 139 East Thirty-Fourth Street New York NY 100164704 133598550 501(c)(3) 472724 0 $445,010 for operations; $27,714 for acquisition of cemetery plots Euclid Foundation Inc 7800 Cass Avenue Chicago IL 605615008 364295675 501(c)(3) 332200 0 $199,200 for operations; $133,000 for completion of construction project Castlewood Foundation Inc 5800 North Keating Avenue Chicago IL 606466615 363309592 501(c)(3) 329800 0 Operations Crawford Foundation Inc 99 Overlook Circle New Rochelle NY 108044501 133552064 501(c)(3) 324800 0 Operations Midtown Cultural Center Inc 1825 North Wood Street Chicago IL 606221130 364093991 501(c)(3) 268200 0 Operations Chaucer Drive Study Center Inc 5505 Chaucer Drive Houston TX 770052631 760353042 501(c)(3) 260800 0 Operations Tenley Study Center Inc 4300 Garrison Street NW Washington DC 200164099 521545933 501(c)(3) 241200 0 Operations Windmoor Foundation Inc 1121 North Notre Dame Avenue South Bend IN 466171342 010788484 501(c)(3) 217890 0 $210,300 for operations; $7,590 for development of facilities Pontifical University of the Holy Cross Foundation 420 Lexington Avenue Suite 300 New York NY 101700300 133458562 501(c)(3) 66523 0 Operations Longlea Conference Center Inc 4101 Yuma Street NW Washington DC 200162109 020665083 501(c)(3) 186000 0 Operations Elmbrook Inc 25 Follen Street Cambridge MA 021383502 222931400 501(c)(3) 185400 0 Operations Reston Study Center Inc 1810 Old Reston Avenue Reston VA 201903304 541826300 501(c)(3) 130475 45313 cost partial forgiveness of construction loan $130,475 for operations; $45,313 for construction of facilities Wespine Study Center Inc 100 East Essex Avenue Kirkwood MO 63122 431651179 501(c)(3) 170400 0 Operations Layton Study Center Inc 12900 West North Avenue Brookfield WI 530055217 391692100 501(c)(3) 166200 0 Operations Wyoming House Inc 2301 Wyoming Avenue NW Washington DC 200081642 521760051 501(c)(3) 165600 0 Operations Warwick Foundation Inc 5090 Warwick Terrace Pittsburgh PA 152133836 251603855 501(c)(3) 153400 0 Operations Association for Educational Development 7225 North Greenview Avenue Chicago IL 606262619 362649305 501(c)(3) 129000 0 Operations Kingsland Foundation Inc 4451 Southwest Eighty-Eighth Avenue Miami FL 331655976 650299587 501(c)(3) 121187 0 Operations Nassau Foundation Inc 34 Mercer Street Princeton NJ 08540 133534894 501(c)(3) 116220 0 Operations Berkland Foundation 1827 Oxford Street Berkeley CA 94709 943207717 501(c)(3) 115600 0 Operations Wingren Foundation Inc 3610 Wingren Drive Irving TX 75062 752405572 501(c)(3) 109200 0 Operations Arnold Hall Inc Randall Street Post Office Box 528 North Pembroke MA 02358 222936068 501(c)(3) 103386 0 Operations Riverside Study Center Inc 330 Riverside Drive New York NY 100253421 133547523 501(c)(3) 98200 0 Operations Shellbourne Inc 359 West 200 North Valparaiso IN 46385 351266330 501(c)(3) 88816 0 Development of facilities Montevista Foundation Inc 345 East Summit Avenue San Antonio TX 78212 742618410 501(c)(3) 60000 0 Operations Rosemoor Foundation Inc Post Office Box 1541 Murray Hill Station New York NY 101561541 133281516 501(c)(3) 55550 0 Operations Menlough Study Center 1160 Santa Cruz Avenue Menlo Park CA 940255003 770438157 501(c)(3) 53000 0 Operations Trumbull Manor Inc 50 Rica Vista Novato CA 94947 680235497 501(c)(3) 50437 0 Operations Lincoln Green Foundation Inc 715 West Michigan Avenue Urbana IL 61801 364145777 501(c)(3) 43600 0 Operations Tilden Study Center 655 Levering Avenue Los Angeles CA 900242308 954301168 501(c)(3) 31000 0 Operations Trimount Foundation Inc 56 Harrison Street Suite 401 New Rochelle NY 108016560 046141144 501(c)(3) 23500 0 Operations Mahtewson 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) 15500 0 Operations Association for Educational Development 6904 Beverly Boulevard Los Angeles CA 900362638 946182681 501(c)(3) 12121 0 Development of facilities 41 0 Direct cash assistance to indigent families 2 29784 0 Student loan assistance to newly ordained clergy of the Opus Dei Prelature 1 0 4125 cost Payment of student loan installments SchI_P01_S00_L02 Schedule I, Part I, Line 2 The Woodlawn Foundation monitors the use of grant funds in the United States 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 1950 appraisal X 17 1620205 fair value at date of gift X Foreign currency 1 221640 actual currency exchange 0 0 0 0 F990_P06_S0B_L11b 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 November meeting of the Board of Directors. 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Any position whose reportable and non-reportable compensation combined 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. F990_P06_S0C_L19 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. F990_P11_S00_L09 Form 990, Part XI, Line 9 Based on the audit by an independent accounting firm of the consolidated financial records for the year ending June 30, 2011 of the Woodlawn Foundation and its affiliates, we adjust Woodlawn's net assets as follows: (a) decrease of $1,780,924 in net balance of pledges receivable due to payments made against pledges; (b) write-down of $1,550,607 in book value of investment in a closely-held corporation; (c) write-down of $210,575 in loan receivable from an organization that receives grants from Woodlawn; (d) accrue interest of $311,575 on a loan to an organization that receives grants from Woodlawn; and (e) increase of $320,874 in value of split-interest agreements. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0