Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Woodcock Foundation
 
% WENDY GOLDNER
Number and street (or P.O. box number if mail is not delivered to street address)RTC NA P O Box 5016   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY101855016
A Employer identification number

34-1606085
B Telephone number (see instructions)

(212) 549-5370
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$47,804,414
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 8,670,961
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 169,626 150,671  
4 Dividends and interest from securities...... 595,062 595,062  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,872,488
b Gross sales price for all assets on line 6a 2,956,121
7 Capital gain net income (from Part IV, line 2)... 1,872,488
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 147,722 143,722  
12 Total. Add lines 1 through 11........ 11,455,859 2,761,943  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 59,248 59,248    
14 Other employee salaries and wages...... 140,311     140,311
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 71,601 71,601 0 0
c Other professional fees (attach schedule).... 446,819 446,819    
17 Interest............... 31,624 31,624    
18 Taxes (attach schedule) (see instructions)... 116,598 24,575    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 86,161     86,161
21 Travel, conferences, and meetings....... 6,936     6,936
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 187,409 138,580   48,829
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,146,707 772,447 0 282,237
25 Contributions, gifts, grants paid........ 2,394,448 2,394,448
26 Total expenses and disbursements. Add lines 24 and 25 3,541,155 772,447 0 2,676,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,914,704
b Net investment income (if negative, enter -0-) 1,989,496
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,137,761 1,054,333 1,054,333
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet1,009
Less: allowance for doubtful accounts bullet   18 1,009 1,009
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet250,000
Less: allowance for doubtful accounts bullet   250,000 Click to see attachment250,000 200,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 5,296,265 Click to see attachment12,776,100 14,051,797
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment25,420,934 Click to see attachment28,938,321 Click to see attachment32,497,275
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,104,978 43,019,763 47,804,414
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 785,000 750,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 785,000 750,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 30,143,607 31,352,069
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,209,085 8,055,015
30 Total net assets or fund balances (see instructions)...... 31,352,692 39,407,084
31 Total liabilities and net assets/fund balances (see instructions).. 33,104,978 43,019,763
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 31,352,692
2 Enter amount from Part I, line 27a..................... 2 7,914,704
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 39,267,396
5 Decreases not included in line 2 (itemize) bullet 5 623
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 39,266,773
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a SHORT TERM - SEE STATEMENT P    
b LONG TERM - SEE STATEMENT P    
c GAIN ON LITIGATION SETTLEMENTS P    
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 740,037   698,792 41,245
b 2,215,917   384,841 1,831,076
c 167     167
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       41,245
b       1,831,076
c       167
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,872,488
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 2,537,417 37,471,612 0.067716
2012 2,625,640 36,369,020 0.072194
2011 1,992,448 34,893,658 0.057101
2010 2,392,129 36,960,078 0.064722
2009 2,270,360 32,234,208 0.070433
2 Total of line 1, column (d) ...................... 2 0.332166
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.066433
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 37,131,170
5 Multiply line 4 by line 3....................... 5 2,466,735
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 19,895
7 Add lines 5 and 6......................... 7 2,486,630
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,491,685
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 19,895
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 19,895
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,895
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 47,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 145
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 26,960
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet26,960 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.woodcockfdn.org
    14
    The books are in care ofbulletWENDY GOLDNER Telephone no.bullet (212) 549-5370
    Located atbulletC/O ROCK CO - 10 ROCKEFELLER PLAZNEW YORKNY ZIP+4bullet10112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16    
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    VIRGINIA MONTGOMERY ATTN RHD TRUSTEE
    0
    11,655    
    C O KOZUSKO HARRIS DUNCAN
    BEACHWOOD,OH44122
    JEREMY GUTH TRUSTEE
    16.0
    0    
    RTC NA P O Box 5016
    New York,NY101855016
    LINDSAY D SHEA TRUSTEE
    2.11
    0    
    RTC NA P O Box 5016
    New York,NY101855016
    OLGA M DAVIDSON TRUSTEE
    20.0
    0    
    RTC NA P O Box 5016
    New York,NY101855016
    STUART DAVIDSON TRUSTEE
    2.0
    0    
    RTC NA P O Box 5016
    New York,NY101855016
    WINTHROP RUTHERFURD ATTN RHD TRUSTEE
    0.98
    47,593    
    C O KOZUSKO HARRIS DUNCAN
    BEACHWOOD,OH44122
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 GENDER EQUALITY IS AN INITIATIVE TO MOTIVATE AND MOBILIZE MILLENNIALS TO MAKE GENER EQUALITY A PRIORITY AND TAKE ACTION TO SUPPORT LEADERS AND ORGANIZATIONS. 1,700
    2 ARC HIGHWAY DESIGN COMPETITION IS AN INTERDISCIPLINARY PARTNERSHIP WORKING TO FACILITATE NEW THINKING, METHODS, MATERIALS, AND SOLUTIONS FOR WILDLIFE CROSSING STRUCTURES. 33,173
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 ACUMEN CAPITAL MARKETS I 465,000
    2 FARMLAND RENEWAL 100,000
    All other program-related investments. See instructions.
    3 Click to see attachment 250,000
    Total. Add lines 1 through 3.........................bullet815,000
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    35,845,937
    b
    Average of monthly cash balances.......................
    1b
    1,850,682
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,696,619
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    37,696,619
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    565,449
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    37,131,170
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,856,559
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,856,559
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    19,895
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,895
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,836,664
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,836,664
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,836,664
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,676,685
    b
    Program-related investments—total from Part IX-B..................
    1b
    815,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,491,685
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    19,895
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,471,790
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,836,664
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 658,650
    b From 2010.......  
    c From 2011....... 252,146
    d From 2012....... 834,757
    e From 2013....... 733,889
    fTotal of lines 3a through e......... 2,479,442
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 3,491,685
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 1,836,664
    e Remaining amount distributed out of corpus 1,655,021
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,134,463
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    658,650
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    3,475,813
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 252,146
    c Excess from 2012.... 834,757
    d Excess from 2013.... 733,889
    e Excess from 2014.... 1,655,021
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Acumen Fund
    74 Trinity Place 9th Floor
    New York,NY10006
    NONE N/A GENERAL 229,500
    Center for Large Landscape Conservation
    P O Box 1587
    Bozeman,MT59771
    NONE   GENERAL 83,810
    FoodCorps
    514 E 12th Street Suite 11
    New York,NY10009
    None   GENERAL 100,000
    Fair Food Network
    112-B Main Street
    Ann Arbor,MI48104
    None   GENERAL 100,000
    Free Press
    100 Main Street
    P O Box 28
    Northhampton,MA01061
    None   GENERAL 220,000
    Confluence Philanthropy
    475 Riverside Drive Suite 900
    New York,NY10115
    None   GENERAL 5,000
    Feministcom
    18 Livingston court
    Woodstock,NY12498
    None   GENERAL 10,000
    Miistakis Institute for the Rockies
    2500 University Drive NW
    Calgary,AlbertaT2N 1N4T
    CA
    None   GENERAL 20,000
    Food & Environment Reporting Network
    1133 Broadway Suite 706
    New York,NY10010
    None   GENERAL 50,000
    King Baudouin Foundation United States
    10 Rockefeller Plaza 10th Fl0or
    New York,NY10020
    None   GENERAL 100,000
    PHI
    349 East 149th Street Tenth Floor
    New York,NY10001
    None   GENERAL 167,000
    Pro Mujer
    240 West 35th Street Suite 404
    New York,NY10001
    None   GENERAL 50,000
    REDF
    631 Howard St Suite 320
    San Francisco,CA94105
    None   GENERAL 167,000
    The Calvert Foundation
    7315 Wisconsin Avenue Suite 1100W
    Bethesda,MD20814
    None   GENERAL 50,000
    The Yellowstone to Yukon Conservation Initiative
    P O Box 157
    BOZEMAN,MT59771
    None   GENERAL 240,000
    Woodcock Foundation FAP
    30 Rockefeller Plaza Room 5600
    New York,NY10112
    Foundation Administered Programs   GENERAL 34,873
    IDEOorg
    100 Forest Ave
    Palo Alto,CA94301
    None   General 212,500
    Rockefeller Philanthropy Advisors
    6 West 48th Street 10th Floor
    New York,NY10036
    None   General 250,000
    Ryerson University
    350 Victoria Street
    Toronto,OntarioM5B 2K3
    CA
    None   General 15,000
    New Venture Fund
    1201 Connecticut Ave Suite 300
    Washington,DC20036
    None   General 220,000
    Western Transportation Institute
    960 Technology Blvd Suite B
    Bozeman,MT59718
    NONE   GENERAL 19,765
    Rockefeller Family Fund Inc
    475 Riverside Dr Suite 900
    New York,NY10115
    NONE   GENERAL 50,000
    Total .................................bullet 3a 2,394,448
    bApproved for future payment
    Fair Food Network
    112-B Main Street
    Ann Arbor,MI48104
    None   General 100,000
    Food & Environment Reporting Network
    1133 Broadway Suite 706
    New York,NY10010
    None   General 75,000
    The Calvert Foundation
    7315 Wisconsin Avenue Suite 1100W
    Besthesda,MD20814
    None   General 100,000
    Y2Y Grantmaking
    P O Box 157
    Bozeman,MN59771
    None   General, Strategic Fund, and the consulting services of Harvey Locke 240,000
    FoodCorps
    514 E 12th Street Suite 11
    New York,NY10009
    NONE   GENERAL 100,000
    Miistakis Institute for the Rockies
    2500 University Drive NW
    Calgary,AlbertaT2N 1N4T
    CA
    None   Work for Tony Clevenger and 2 Rock Creek Corridor projects 20,000
    Spark
    101A Clay St 188
    San Francisco,CA94111
    None   GENERAL 15,000
    King Baudouin Foundation United States
    10 Rockefeller Plaza 16th Floor
    New York,NY10020
    None   General 100,000
    Total .................................bullet 3b 750,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 169,626  
    4 Dividends and interest from securities....     14 595,062  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14 147,722  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 1,872,488  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aINVESTMENT PARTNERSHIPS OTHER INCOME          
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,784,898  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,784,898
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    Woodcock Foundation
     
    Employer identification number

    34-1606085
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    Woodcock Foundation
     
    Employer identification number

    34-1606085
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    PWG 2000 CRUT  
    10 ROCKEFELLER PLAZA 3RD FLOOR
     
    NEW YORK, NY10085

    $8,670,961


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    Woodcock Foundation
     
    Employer identification number

    34-1606085
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    Woodcock Foundation
     
    Employer identification number

    34-1606085
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCK & CO - TAX & ACCOUNTING F 71,601 71,601    

    TY 2014 AllOthProgRltdInvestmentsSch
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Category Amount
    HEALTHPOINT SERVICES GLOBAL 50,000
    CLEARBON INC 50,000
    LUMNI INC 50,000
    ROOT CAPITAL 100,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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    TY 2014 ExpenditureResponsibilityStmt
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
     
    55 Park Avenue
    New York,NY10016
    2010-05-04   To finance and build low cost, high quality health care clinics in rural India and other countries.   NO September 30, 2014   The foundation has no reason to doubt the accuracy or reliability of the reports from the investee and has not independently verified the reports.
     
     
    955 Massachusetts Avenue 5th Floor
    Cambridge,MA02139
    2010-05-06   Provide financing to international agricultural entrepreneurs who fall is the missing middle   NO September 30, 2014   The foundation has no reason to doubt the accuracy or reliability of the reports from the investee and has not independently verified the reports.
     
     
    251 Crandon Blvd Suite 327
    Key Biscayne,FL33149
    2011-05-24   To give students the opportunity to invest in their education using the value of future earnings   NO September 30, 2014   The foundation has no reason to doubt the accuracy or reliability of the reports from the investee and has not independently verified the reports.
     
     
    60 29th Street 131
    San Francisco,CA94110
    2013-02-08 50,000 To raise resident awareness about supporting local businesses 50,000 NO 09302015 2015-09-30 The foundation has no reason to doubt the accuracy or reliability of the reports from the investee and has not independently verified the reports.
     
     
    1649 County Road 7A
    Copake,NY12516
    2015-07-08 100,000 Conserving farmland, making it accessible to farmers at an affordable rate 100,000 NO 09302015 2015-09-30 The foundation has no reason to doubt the accuracy or reliability of the reports from the investee and has not independently verified the reports.
     
     
    74 TRINITY PLACE 9TH FLOOR
    NEW YORK,NY10006
    2009-09-01 465,000 To change the way the world tackles poverty 465,000 NO 09/30/2015 2015-09-30 The foundation has no reason to doubt the accuracy or reliability of the reports from the investee and has not independently verified the reports.

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Name of Stock End of Year Book Value End of Year Fair Market Value
    TEMPLETON GLOBAL BOND FUND 2,421,819 2,157,987
    BLACKROCK LOW DURATION BOND 2,428,772 2,399,165
    PARAMETRIC 3,823,506 4,337,938
    BLACKROCK TOTAL RETURN FUND 2,510,365 2,478,074
    APERIO 1,591,638 2,678,633

    TY 2014 OtherAssetsSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    GENERATION IM GLOBAL EQUITIES 3,640,107 4,125,664 4,875,948
    GS CAPITAL PARTNERS 2000, LP 4,651,276 4,384,523 470,514
    GS VINTAGE FUND II OFFSHORE     364,570
    MICROVEST II LP 438,623 415,188 451,728
    ACUMEN FUND, LP 256,718 183,860 465,000
    WOODCOCK INVESTMENT FUND #6 1,558,886 753,006 3,254,070
    WOODCOCK INVESTMENT FUND #7 5,628,698 8,566,271 10,292,010
    WOODCOCK INVESTMENT FUND #8 1,385,066 1,467,112 1,198,683
    ROCKEFELLER SUSTAINABILITY & I 1,032,358 1,068,512 1,605,211
    MICROVEST SHORT FURATION FUND 790,184 816,296 822,714
    CHARCO NO. 4 2,453,895 2,623,660 2,353,735
    CHARCO NO. 5 3,585,123 3,651,854 4,437,183
    FARALLON CAPITAL PARTNERS, LP   782,375 1,805,909
    FARMLAND RENEWAL, LLC   100,000 100,000


    TY 2014 OtherExpensesSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL FILING FEE- NY ATTY GEN 750 750    
    PHONE 318     318
    POSTAGE 227     227
    SUPPLIES 2,325     2,325
    MEALS 5,529     5,529
    MEMBERSHIPS 3,000     3,000
    OTHER MISCELLANEOUS EXPENSES 11,430     11,430
    CONSULTANT 26,000     26,000
    MICROVEST SHORT DURATION FUND 5,096 5,096    
    ACUMEN FUND LP 7,181 7,181    
    CHARCO 5 66,656 66,656    
    GENERATION IM GLOBAL EQ FD 30,013 30,013    
    ROCK SUSTAIN 7 IMPACT FUND LP 28,884 28,884    


    TY 2014 OtherIncomeSchedule2
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GS CAP PTNRS 200 2,101 2,101  
    CHARCO NO 4 96,282 96,282  
    WIF #7 45,339 45,339  
    FEDERAL EXCISE TAX REFUND 4,000    


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    TY 2014 OtherNotesLoansRcvblLongSch
    Name:
    Woodcock Foundation
    EIN: 34-1606085

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
      50,000 50,000 2010-05 2015-12 PRINCIPAL AMOUNT DUE WITH SIMPLE INTEREST 200 %   TO BUILD LOW COST HIGH QUALITY HEALTH CARE CLINICS    
      100,000 100,000 2010-05 2017-09 PRINCIPAL AMOUNT DUE WITH SIMPLE INTEREST 175 %   FINANCING INTERNATIONAL AGRICULTURAL ENTREPRENEURS    
      50,000 50,000 2011-05 2016-12 PRINCIPAL AMOUNT DUE WITH SIMPLE INTEREST 600 %   GIVE STUDENTS THE ABILITY TO INVEST IN THEIR EDUCA    
      50,000 50,000   2017-09 ACCRUED INTEREST PLUS OUTSTANDING PRINCIPAL QTRLY 600 %   FINANCING    

    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOODCOCK FIN'L MGT - INVEST MG 85,697 85,697    
    GS CAPITAL PARTNERS 2000, LP - 10,265 10,265    
    WOODCOCK INVESTMENT FUND # 6 - 56,104 56,104    
    WOODCOCK INVESTMENT FUND # 7 - 92,308 92,308    
    WOODCOCK INVESTMENT FUND # 8 - 10,263 10,263    
    GENERATION IM GLOBAL EQUITY FD 37,816 37,816    
    MICROVEST II, LP 12,280 12,280    
    ACUMEN FUND, LP 18,325 18,325    
    CUSTODY FEES 2,503 2,503    
    MICRO VEST SHORT DURATION 12,471 12,471    
    CHARCO 4 17,467 17,467    
    CHARCO 5 91,320 91,320    


    TY 2014 TaxesSchedule
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 24,575 24,575    
    FEDERAL EXCISE TAXES - CURRENT 47,000      
    FEDERAL EXCISE TAXES - PRIOR 45,023      


    TY 2014 TransfersFrmControlledEntities
    Name:
    Woodcock Foundation
    EIN: 34-1606085
    Name US /
    Foreign Address
    EIN Description Amount
      1 Rockefeller Plaza Suite 1520
    New York,NY10020
    20-2704647 Distribution of Capital 0
      1 Rockefeller Plaza Suite 1520
    New York,NY10020
    20-2704807 Distribution of Capital 0
      1 Rockefeller Plaza Suite 1520
    NEW YORK,NY10020
    46-1582761 None 0
      1 Rockefeller Plaza Suite 1520
    NEW YORK,NY10020
    20-2704750 Distribution of Capital 0
      1 Rockefeller Plaza Suite 1520
    New York,NY10020
    46-1583080 Distribution of Capital 0
    Total