Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 12-01-2022 , and ending 11-30-2023
Name of foundation
WOODCOCK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO RTC NA PO 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$83,808,357J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 4,387,984
2 Check right arrow.............
3 Interest on savings and temporary cash investments 174,683 174,683  
4 Dividends and interest from securities... 1,287,506 1,225,411  
5a Gross rents............      
b Net rental income or (loss) -73,715
6a Net gain or (loss) from sale of assets not on line 10 1,670,975
b Gross sales price for all assets on line 6a 28,065,661
7 Capital gain net income (from Part IV, line 2)... 1,670,975
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)....... Click to see attachment
List of Attached Documents:
// Content
272,251 2,331  
12 Total. Add lines 1 through 11........ 7,793,399 3,073,400  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 185,659 27,848   157,811
14 Other employee salaries and wages...... 391,275 0   391,275
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
31,324 0   31,324
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
567,913 567,913   0
17 Interest............... 44,453 44,453   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
149,481 17,740   1,500
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 46,225 46,225   0
21 Travel, conferences, and meetings....... 33,687 33,687   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
730,444 730,444   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,180,461 1,468,310   581,910
25 Contributions, gifts, grants paid....... 5,181,709 5,181,709
26 Total expenses and disbursements. Add lines 24 and 25 7,362,170 1,468,310   5,763,619
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 431,229
b Net investment income (if negative, enter -0-) 1,605,090
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 4,113,026 727,557 727,557
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow45,909
Less: allowance for doubtful accounts right arrow   51,706 45,909 45,909
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow1,849,054
Less: allowance for doubtful accounts right arrow0 1,969,771 Click to see attachment
List of Attached Documents:
// Content
1,849,054 		2,369,771
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)....... 38,349,220 Click to see attachment
List of Attached Documents:
// Content
26,508,332 		35,245,805
c Investments—corporate bonds (attach schedule)....... 13,506,255 Click to see attachment
List of Attached Documents:
// Content
15,969,339 		14,717,078
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
32,351,620 		Click to see attachment
List of Attached Documents:
// Content
25,681,081 		Click to see attachment
List of Attached Documents:
// Content
30,702,237
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 90,341,598 70,781,272 83,808,357
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 86,868,025 66,878,700
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,473,573 3,902,572
29 Total net assets or fund balances (see instructions)..... 90,341,598 70,781,272
30 Total liabilities and net assets/fund balances (see instructions). 90,341,598 70,781,272
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
90,341,598
2
Enter amount from Part I, line 27a .....................
2
431,229
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
90,772,827
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,991,555
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
70,781,272
Form 990-PF (2022)
Form 990-PF (2022)
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 PUBLICLY TRADED SECURITIES P    
b WOODCOCK INVESTMENT FUND NO. 6 LLC D   2023-11-30
c WOODCOCK INVESTMENT FUND NO. 7 LLC D   2023-11-30
d WOODCOCK INVESTMENT FUND NO. 8 LLC D   2023-11-30
e CHARCO. NO. 4 LLC D   2023-11-30
CHARCO. NO. 5 LLC D   2023-11-30
GENERATION IM GLOBAL EQUITY FUND P   2023-11-30
PLEXO CAPITAL II, LP P   2023-11-30
WOODCOCK INVESTMENT FUND NO. 6 LLC D   2023-11-30
WOODCOCK INVESTMENT FUND NO. 7 LLC D   2023-11-30
WOODCOCK INVESTMENT FUND NO. 8 LLC D   2023-11-30
CHARCO. NO. 4 LLC D   2023-11-30
CHARCO. NO. 5 LLC D   2023-11-30
ACUMEN LATIN AMERICA EARLY GROWTH FUND D   2023-11-30
IMPACT VENTURES III, LP P   2023-11-30
FARALLON CAPITAL PARTNERS, LP P   2023-11-30
GENERATION IM GLOBAL EQUITY FUND P   2023-11-30
THE MELOY FUND I, LP P   2023-11-30
MICROVEST SHORT DURATION FUND, LP P   2023-11-30
PLEXO CAPITAL II, LP. P   2023-11-30
CHARCO. NO. 4 LLC (1231) D   2023-11-30
CHARCO. NO. 5 LLC (1231) D   2023-11-30
THE LYME CONSERVATION OPPORTUNITIES FUND (1231) P   2023-11-30
(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 24,759,658   25,516,020 -756,362
b     28,586 -28,586
c     149,033 -149,033
d     164,728 -164,728
e 1,766     1,766
2,239     2,239
    328,489 -328,489
184     184
959,148     959,148
792,537     792,537
    169,003 -169,003
2,984     2,984
607,810     607,810
    27,128 -27,128
115     115
16,082     16,082
753,045     753,045
    9,502 -9,502
    1,126 -1,126
    1,071 -1,071
24     24
169,090     169,090
979     979
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       -756,362
b       -28,586
c       -149,033
d       -164,728
e       1,766
      2,239
      -328,489
      184
      959,148
      792,537
      -169,003
      2,984
      607,810
      -27,128
      115
      16,082
      753,045
      -9,502
      -1,126
      -1,071
      24
      169,090
      979
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 1,670,975
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 22,311
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 22,311
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,311
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 126,272
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 126,272
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 103,961
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow103,961 Refundedright arrow 11 0
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
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
List of Attached Documents:
// Content
.............
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WOODCOCKFDN.ORG
14
The books are in care ofright arrowWENDY GOLDNER Telephone no.right arrow (212) 549-5370

Located atright arrowC/O ROCK CO - 45 ROCKEFELLER PLAZANEW YORKNY ZIP+4right arrow10111
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
JEREMY GUTH TRUSTEE
0.00 		0 0 0
RTC NA PO BOX 5016
NEW YORK,NY101855016
LINDSAY D SHEA TRUSTEE
0.00 		0 0 0
RTC NA PO BOX 5016
NEW YORK,NY101855016
OLGA M DAVIDSON TRUSTEE
0.00 		0 0 0
RTC NA PO BOX 5016
NEW YORK,NY101855016
STUART DAVIDSON TRUSTEE
0.00 		0 0 0
RTC NA PO BOX 5016
NEW YORK,NY101855016
WINTHROP RUTHERFURD TRUSTEE
1.00 		91,263 0 0
C/O KOZUSKO HARRIS DUNCAN 25201
CHAGRIN BLVD SUITE 370
BEACHWOOD,OH44122
MARGOT BRANDENBURG TRUSTEE
1.00 		94,396 0 0
RTC NA PO BOX 5016
NEW YORK,NY101855016
SABRINA GUTH TRUSTEE
0.00 		0 0 0
RTC NA PO BOX 5016
NEW YORK,NY101855016
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
STACEY FAELLA PROGRAM MANAGER
40.00 		191,780 16,286 0
C/O RTC NA PO BOX 5016
NEW YORK,NY101855016
KAVANAUGH WADDEL EXECUTIVE DIRECTOR
40.00 		90,424 18,467 0
C/O RTC NA PO BOX 5016
NEW YORK,NY101855016
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
ROCKEFELLER & CO LLC TAX, FINANCIAL, ADMINISTRATION 50,619
PO BOX 5016
NEW YORK,NY101855016
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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 LOAN TO COMMUNITY MARKETS FOR CONSERVATION TO SUPPORT THEIR MISSION OF BUILDING RELATIONSHIPS BETWEEN FARMERS AND NATURE FOR BOTH TO THRIVE TOGETHER ON A SCALE THAT CAN PROTECT ENTIRE ECOSYSTEMS. 150,000
2 LOAN TO POTLIKKER CAPITAL TO SUPPORT THEIR MISSION OF PRESERVING THE DIVERSITY OF AMERICA'S FARMERS, RANCHERS, AND AGRICULTURAL MANAGERS TO ADDRESS CLIMATE CHANGE AND INCREASE EQUITABLE ACCESS TO HEALTHY FOOD 250,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow400,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
79,546,262
b
Average of monthly cash balances.......................
1b
583,231
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
80,129,493
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
80,129,493
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,201,942
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
78,927,551
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,946,378
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,946,378
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
22,311
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
56,461
c
Add lines 2a and 2b............................
2c
78,772
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,867,606
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,867,606
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,867,606
Part XI
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
5,763,619
b
Program-related investments—total from Part VIII-B..................
1b
400,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,163,619
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,867,606
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 4,790,624
b From 2018...... 3,697,243
c From 2019...... 2,928,714
d From 2020......  
e From 2021...... 3,080,053
f Total of lines 3a through e ........ 14,496,634
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 6,163,619
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 3,867,606
e Remaining amount distributed out of corpus 2,296,013
5 Excess distributions carryover applied to 2022. 0 0
(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 16,792,647
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		4,790,624
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		12,002,023
10 Analysis of line 9:
a Excess from 2018.... 3,697,243
b Excess from 2019.... 2,928,714
c Excess from 2020....  
d Excess from 2021.... 3,080,053
e Excess from 2022.... 2,296,013
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

ACCOUNTABILITY COUNSEL

244 KEARNY STREET FLOOR 6
SAN FRANCISCO,CA94108 		  PC GENERAL SUPPORT 100,000

ACTBLUE CHARITIES

366 SUMMER STREET
SOMERVILLE,MA021443132 		  PC GENERAL SUPPORT 25

ACUMEN FUND INC

74 TRINITY PLACE 9TH FLOOR
NEW YORK,NY10006 		  PC GENERAL SUPPORT 188,500

ALIANZA AMERICAS

1638 S BLUE ISLAND AVENUE
CHICAGO,IL60608 		  PC GENERAL SUPPORT 44,000

AMERICAN FRIENDS OF CANADIAN CONSERVATION

ATTN GAIL KRUK 336 36TH STREET 717
BELLINGHAM,WA98225 		  PC GENERAL SUPPORT 10,500

BEATS RHYMES AND LIFE

450 SANTA CLARA
OAKLAND,CA94610 		  PC GENERAL SUPPORT 35,000

BLACK FARMER FUND INC

2161 PROSPECT AVE
BRONX,NY10457 		  PC GENERAL SUPPORT 16,500

BLACK VOTERS MATTER FUND

3645 MARKETPLACE BLVD SUITE 130-209
EAST POINT,GA30344 		  PC GENERAL SUPPORT 110,000

CENTER FOR ELECTION INNOVATION & RESEARCH

1120 CONNECTICUT AVE NW STE 1040
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 110,000

CHASE BANK USA NA

PO BOX 94014
PALATINE,IL60094 		  PC GENERAL SUPPORT 184

COLUMBIA LAND CONSERVANCY

ATTN JUDY ANDERSON DIRECTOR PO BOX
299 - 49 MAIN STREET
CHATHAM,NY12037 		  PC GENERAL SUPPORT 22,000

CONFLUENCE PHILANTHROPY

475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115 		  PC GENERAL SUPPORT 35,000

ENVIRONMENT FUNDERS CANADA

SUITE 300 2 ST CLAIR AVENUE EAST
TORONTO   M4T 2T5
CA 		  PC GENERAL SUPPORT 24,000

EQUIS INSTITUTE

1909 K STREET NW 12TH FLOOR
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 110,000

FARM GENERATIONS COOPERATIVE

ATTN LINDSEY SHUTE 1830 ROUTE 9
GERMANTOWN,NY12526 		  PC GENERAL SUPPORT 16,500

FOOD & ENVIRONMENT REPORTING NETWORK

725 WESTVIEW STREET
PHILADELPHIA,PA19119 		  PC GENERAL SUPPORT 110,000

FREE PRESS

100 MAIN STREET PO BOX 28
NORTHHAMPTON,MA01061 		  PC GENERAL SUPPORT 275,000

GEORGIA RESEARCH ALLIANCE

270 PEACHTREE ST NW STE 2200
ATLANTA,GA30303 		  PC GENERAL SUPPORT 50

GROUNDSWELL INTERNATIONAL

712 H ST NE STE 1355
WASHINGTON,DC200023627 		  PC GENERAL SUPPORT 15,400

GROWING KINGS

PO BOX 291
BIRMINGHAM,AL35201 		  PC GENERAL SUPPORT 22,000

IDEOORG

100 FOREST AVE
PALO ALTO,CA94301 		  PC GENERAL SUPPORT 82,500

INSTITUTE FOR AGRICULTURE AND TRADE POLICY

2105 FIRST AVE S
MINNEAPOLIS,MN55404 		  PC GENERAL SUPPORT 148,500

KENYON COLLEGE

ACCOUNTING OFFICE 209 CHASE AVENUE
GAMBIER,OH43022 		  PC GENERAL SUPPORT 10,000

LIFE PIECES TO MASTERPIECES INC

C/O DR CHARLES R DREW ELEMENTARY
SCHOOL 5600 EADS STREET NE
WASHINGTON,DC20019 		  PC GENERAL SUPPORT 30,000

MAINE COAST HERITAGE TRUST

ONE BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		  PC GENERAL SUPPORT 750,000

MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION

PO BOX 170 294 CROSBY BROOK ROAD
UNITY,ME04988 		  PC GENERAL SUPPORT 750,000

MERIDIAN INSTITUTE

PO BOX 1829 105 VILLAGE PLACE
DILLON,CO80435 		  PC GENERAL SUPPORT 20,000

MIISTAKIS INSTITUTE FOR THE ROCKIES

C/O ENVIRONMENTAL DESIGN 2500
UNIVERSITY DRIVE NW
CALGARY,ALBERTAT2N 1N4T
CA 		  PC GENERAL SUPPORT 45,000

MONTANA STATE UNIVERSITY FOUNDATION INC

202 WEST MAIN STREET
BOZEMAN,MT59771 		  PC GENERAL SUPPORT 20,000

NATIONAL YOUNG FARMERS COALITION

PO BOX 1074
HUDSON,NY12534 		  PC GENERAL SUPPORT 125,000

QUEBEC-LABRADOR FOUNDATION INC

4 SOUTH MAIN STREET
IPSWICH,MA019382331 		  PC GENERAL SUPPORT 45,000

REDF

631 HOWARD ST SUITE 320
SAN FRANCISCO,CA94105 		  PC GENERAL SUPPORT 220,000

ROCKEFELLER PHILANTHROPY ADVISORS

ROCKEFELLER CO INC 30 ROCKEFELLER
PLAZA
NEW YORK,NY10112 		  PC GENERAL SUPPORT 425,000

SCENIC HUDSON INC

ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE,NY126013157 		  PC GENERAL SUPPORT 22,000

SIXTEEN THIRTY FUND

1201 CONNECTICUT AVE NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 210,000

SOAPBOX THE FEMINIST FOUNDATION

106 SUFFOLK STREET SUITE 2A
NEW YORK,NY10018 		  PC GENERAL SUPPORT 5,500

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS RD SUITE 201
CALABASAS,CA91302 		  PC GENERAL SUPPORT 205,000

SOLIDAGO FOUNDATION

150 MAIN STREET SUITE 24
NORTH HAMPTON,MA01060 		  PC GENERAL SUPPORT 22,000

SOUTHERN COALITION FOR SOCIAL JUSTICE

1415 W NC HWY 54 SUITE 101
DURHAM,NC27707 		  PC GENERAL SUPPORT 120,000

SPARK

110 PACIFIC AVE
SAN FRANCISCO,CA94111 		  PC GENERAL SUPPORT 500

SPARK MICROGRANTS

C/O KNOTEL 116 WEST HOUSTON STREET
NEW YORK,NY10012 		  PC GENERAL SUPPORT 220,000

SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS

911 W PEDREGOSA STREET
SANTA BARBARA,CA93101 		  PC GENERAL SUPPORT 8,000

TEXAS ORGANIZING PROJECT EDUCATION FUND

PO BOX 120296
SAN ANTONIO,TX78212 		  PC GENERAL SUPPORT 110,000

THE REACH FUND OF CONNECTICUT

1027 FARMINGTON AVE
FARMINGTON,CT06032 		  PC GENERAL SUPPORT 50

THE YELLOWSTONE TO YUKON CONSERVATION INITIATIVE

710 9TH STREET STUDIO B
CANMORE,ALBERTAT1W2V7
CA 		  PC GENERAL SUPPORT 225,500

ULTRAVIOLET EDUCATION FUND

PO BOX 34756
WASHINGTON,DC20043 		  PC GENERAL SUPPORT 82,500

VILLAGE OF WISDOM

600 E UMSTEAD AVE
DURHAM,NC27703 		  PC GENERAL SUPPORT 35,000
Total .................................right arrow 3a 5,181,709
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ........... 		    14 174,683  
4 Dividends and interest from securities ....     14 1,287,506  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -73,715  
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 900099 269,920 15 2,331  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,670,975  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 269,920 3,061,780 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,331,700
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
WOODCOCK FOUNDATION
  		Employer identification number
34-1606085
Part I
Contributors
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 & JHJ GUTH CLT #17
 
45 ROCKEFELLER PLAZA 5TH FL
 
NEW YORK, NY10111

$ 4,387,984


(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


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TY 2022 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
FARMLAND RENEWAL
  		1649 COUNTY ROAD 7A
COPAKE,NY12516 		2015-07-08 0 CONSERVING FARMLAND, MAKIT IT ACCESSIBLE TO FARMERS AT AN AFFORDABLE RATE   NO 09/23/2023 2022-09-30 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
ACUMEN CAPITAL MARKETS
  		74 TRINITY PLACE 9TH FLOOR
NEW YORK,NY10006 		2009-09-01 0 TO CHANGE THE WAY THE WORLD TACKLES POVERTY   NO 9/30/2023 2023-09-30 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
CALIFORNIA HARVESTERS INC
  		16350 DRIVER ROAD
BAKERSFIELD,CA93308 		2018-06-13 250,000 FINANCING   NO 9/30/2023 2023-09-30 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
RURAL COMMUNITY ASSISTANCE CORPORATION
  		3120 FREEBOARD DRIVE SUITE 201
WEST SACRAMENTO,CA95691 		2018-09-27 250,000 STRENGTHENING ECONOMIC OPPORTUNITY FOR NATIVE COMMUNITIES IN THE STATES OF ARIZONA AND NEW MEXICO   NO 9/30/2023 2023-09-30 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
SIXUP COMMUNITY FUND I LLC
  		77 VAN NESS AVENUE SUITE 101
SAN FRANCISCO,CA94102 		2017-09-28 250,000 FINANCING   NO 9/30/2023 2023-04-25 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
VINEYARD FISH & FLEET
  		P O BOX 96
MENEMSHA,MA02552 		2017-04-27 188,916 SUPPORT MARTHA'S VINEYARD PRESERVATION TRUST   NO 9/30/2023 2023-09-30 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
THE MELOY FUND
  		1310 NORTH COURTHOUSE ROAD SUITE
110
ARLINGTON,VA22201 		2021-08-13 0 FINANCING   NO 9/30/2023 2023-09-30 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
LOCAL INITIATIVES
  		1310 NORTH COURTHOUSE ROAD SUITE
110
ARLINGTON,VA22201 		2018-06-13 250,000 FINANCING   NO 9/30/2023 2023-09-30 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 2022 InvestmentsCorpBondsSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Name of Bond End of Year Book Value End of Year Fair Market Value
SCHWAB 2206 15,969,339 14,717,078

TY 2022 InvestmentsCorpStockSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Name of Stock End of Year Book Value End of Year Fair Market Value
VERT GLOBAL SUSTAINABLE 2,396,512 2,162,204
ADASINA SOCIAL JUSTC ALL 501,987 446,891
TCW TRANSFORM 500 ETF 505,269 480,667
AT&T INC 28,971 35,046
A-MARK PRECIOUS METL 16,240 16,365
ABB LTD 44,701 73,489
ABBOTT LABORATORIES 149,327 155,496
ABBVIE INC 83,754 136,694
ABERCROMBIE & FITCH 9,683 49,784
ACADIA PHARMACEUTL 15,788 15,195
ACCENTURE PLC 78,878 127,593
ACI WORLDWIDE INC 14,952 19,493
ACS ACTIV DE CONSTRUC 15,158 33,250
ACUITY BRANDS INC 47,196 52,165
ADMA BIOLOGICS INC 16,004 18,337
ADOBE INC 18,642 71,488
ADTRAN HLDGS INC 15,685 14,623
ADVANCED DRAINAGE SY 18,987 27,250
ADVANCED MICRO DEVICE IN 71,982 112,558
ADVANTEST CORP 15,094 16,541
AECOM 56,453 127,159
AEGON LTD ADR 21,980 51,793
AENA SMESA 46,484 54,653
AERSALE CORP 17,250 18,888
AGILITI INC 14,364 16,926
AGNICO EAGLE MINES 23,681 27,226
AIA GROUP LTD 29,553 29,902
AJINOMOTO INC 20,370 20,456
AKAMAI TECHNOLOGIES INC 17,703 26,341
ALCON INC 21,816 24,353
ALIBABA GROUP HLDG LTD 87,340 79,897
ALPHABET INC. 216,982 309,855
ALSTOM SA 99,318 64,841
AMADEUS IT GROUP SA 30,798 31,323
AMALGAMATED FINL CORP 99,126 124,278
AMAZON.COM INC 210,981 279,178
AMBAC FINL GRP 16,077 15,915
AMERESCO INC 18,168 17,587
AMERICAN EXPRESS CO 14,986 17,419
AMERICAN STATES WTR 15,943 15,740
AMGEN INC. 85,828 110,013
AMN HEALTHCARE SRVCS 36,276 45,901
AMNEAL PHARMACEUTICALS I 7,518 14,089
ANGLO AMERICAN PLATINU F 53,199 60,771
ANGLOGOLD ASHANTI PLC 19,578 25,526
ANZ GROUP HOLDINGS LTD 34,011 45,830
APPLE INC 385,609 675,082
APPLIED MATERIALS 25,620 89,419
ARCBEST CORP 32,704 51,013
ARCHROCK INC 15,841 23,184
ARCTURUS THERAPEUTICS HL 18,691 22,719
ARDELYX INC 15,036 18,653
ARRAY TECHNOLOGIES INC 51,586 42,821
ARROW ELECTRONICS 44,197 66,749
ASML HOLDING NV 68,951 129,914
ASPEN AEROGELS INC 14,536 23,842
ASSOCIATED BANC CORP 74,226 78,322
ASTRAZENECA PLC 112,017 128,147
ATKORE INC 31,937 39,749
AUTODESK INC 18,245 19,659
AVERY DENNISON CORP 34,221 38,511
AVIENT CORP 33,244 34,590
AVNET INC 23,116 23,474
AXA SA 34,935 59,242
B J S WHOLESALE CLUB HOL 11,645 18,018
BADGER METER INC 65,516 150,907
BAE SYSTEMS PLC 30,878 36,910
BAKER HUGHES CO. 32,960 40,095
BALL CORP 15,809 16,200
BANCO BRADESCO SA 25,483 30,200
BANCO SANTANDER-CHILE 43,538 58,103
BANCOLOMBIA S.A. 65,005 68,368
BANCORP INC 16,642 79,268
BANK MONTREAL QUE 157,970 222,018
BANK NOVA SCOTIA 157,224 144,652
BANK OF AMERICA CORP 14,717 17,013
BANK OF CHINA 30,572 35,584
BANK OF MARIN BANCO 15,800 15,192
BANK OF NY MELLON CO 32,255 48,610
BAR HARBOR BANKSHARE 14,567 15,816
BARNES GROUP INC 15,696 15,828
BAUSCH HEALTH COS INC 11,791 12,474
BAYERISCHE MOTOREN WER 77,912 106,955
BEAM THERAPEUTICS INC 30,321 31,702
BEAZER HOMES USA INC 41,983 88,638
BECTON DICKINSON&CO 6,012 6,377
BELLRING BRANDS INC 14,078 34,332
BEST BUY CO INC 23,674 24,120
BGC PARTNERS INC 12,673 35,055
BILIBILI INC 15,074 11,840
BIOGEN INC 46,611 42,368
BLACKROCK INC 16,008 33,805
BLOCK H & R INCORP 15,149 30,431
BLOOM ENERGY CORP 2,051 2,238
BLUELINX HOLDINGS 19,939 27,234
BOEING CO 15,894 19,457
BOISE CASCADE CO 16,489 28,527
BOLIDEN AB 80,841 80,168
BOOT BARN HOLDINGS 5,526 14,436
BOSTON SCIENTIFIC CO 20,368 22,580
BOX INC 12,129 18,005
BRAMBLES LTD 15,851 18,228
BRIDGEBIO PHARMA INC 16,237 27,389
BRINKER INTL INC 16,272 22,974
BRINKS CO 16,237 19,646
BRISTOL-MYERS SQUIBB 137,773 127,499
BUNGE GLOBAL SA 54,200 76,140
BYLINE BANCORP INC 33,339 35,722
CNA FINL CORP 5,789 8,089
CSL LIMITED 14,093 14,054
CA WATER SERVICE GRP 46,367 55,627
CACTUS INC 18,471 42,320
CALAVO GROWERS INC 15,856 13,947
CALERES INC 20,177 44,022
CAPGEMINI SE 47,177 73,221
CARDINAL HEALTH INC 17,708 24,628
CARGURUS INC 16,836 21,469
CARRIER GLOBAL CORP 47,537 66,457
CASS INFORMATION SYS 14,917 16,747
CATALYST PHARMA INC 7,441 8,831
CBRE GROUP INC 64,294 114,571
CELESTICA INC 10,680 41,033
CENTRAL JAPAN RAILWAY 16,339 15,867
CENTRAL PACIFIC FINL 31,899 42,801
CHAMPIONX CORP 16,451 57,057
CHART INDUSTRIES INC 19,267 37,579
CHEGG INC 28,494 23,862
CHICOS FAS INC 15,317 15,419
CHINA MERCHANTS BK 9,877 8,802
CHIPMOS TECHNOLOGIES I 201 232
CHUNGHWA TELECOM CO LT 40,633 43,176
CISCO SYSTEMS INC 109,276 136,964
CLOUDFLARE INC 2,579 4,320
CNH INDUSTRIAL NV 20,974 29,642
COCA COLA HBC LTD 32,272 41,745
COCA-COLA EUROPACIFIC 56,206 86,836
COCHLEAR LTD 31,839 35,603
COGNIZANT TECH SOLU 29,741 37,583
COMERICA INCORPORATE 33,149 40,155
COMMONWEALTH BK AUST 64,617 81,284
COMPANHIA PARANAENSE D 32,901 54,979
COMPANIA DE MINAS BUEN 14,821 17,697
COMPASS GROUP PLC 59,296 97,763
CORE LABORATORIES NV 86,382 85,114
COUSINS PROPERTIES 72,145 70,178
COVENANT LOGISTICS GROUP 16,046 19,880
CREDICORP LTD 19,333 18,955
CRINETICS PHARMACEUTICAL 14,921 16,340
CROSS CNTRY HEALTHCA 17,072 20,797
CRYOPORT INC 14,336 14,735
CUMMINS INC 15,654 21,744
CUSTOMERS BANCORP 17,153 71,346
CYTOKINETICS INC 16,096 16,003
DMC GLOBAL INC00500 14,700 13,765
DAI NIPPON PRTG 74,082 99,514
DAIICHI SANKYO CO 38,205 48,852
DAIWA HOUSE IND LTD 270,439 315,601
DANAHER CORP 111,358 124,384
DARDEN RESTAURANTS 27,146 46,785
DARLING INGREDIENTS 61,402 66,858
DASSAULT SYSTEM SA 15,891 21,022
DE LUXE CORP 25,409 28,788
DELL TECHNOLOGIES INC 30,584 71,014
DENALI THERAPEUTICS IN 15,043 15,316
DENNYS CORP 15,251 16,532
DESIGNER BRANDS INC 11,081 15,039
DEUTSCHE TELEKOM AG 15,003 17,697
DHL GROUP 14,975 17,860
DIAGEO PLC 136,455 149,145
DIAMOND HILL INVT GP 12,043 11,723
DIGITALOCEAN HLDGS INC 15,751 17,713
DIME CMNTY BANCSHARES IN 16,904 18,613
DNB BANK ASA 41,390 56,443
DONNELLEY FINL SOLUT0050 9,145 45,327
DOORDASH INC 16,480 24,153
DR REDDY S LABORATORIE 102,774 126,519
DREAM FINDERS HOMES INC 3,607 6,742
DRIL QUIP 6,451 6,177
DSV A/S 30,944 32,676
DUOLINGO INC 15,106 26,324
DYNAVAX TECHS CO 19,490 26,290
ELF BEAUTY INC 18,975 66,130
E.ON SE AG 36,013 57,922
EAST JAPAN RAILWAY 38,926 39,094
EASTERN BANKSHARES INC 38,442 38,164
EBAY INC 21,215 21,243
EDISON INTERNTNL 118,515 145,971
ELBIT SYSTEMS LTD 25,679 28,534
ELECTRONIC ARTS INC 19,733 21,530
ELEMENT SOLUTIONS INC 16,220 17,502
ELEVANCE HEALTH INC 35,589 68,567
EMBECTA CORP 16,233 18,927
ENCORE WIRE CORP 5,294 8,294
ENERGIZER HOLDINGS INC N 16,030 14,587
ENN ENERGY HOLDINGS 55,240 45,105
ENPHASE ENERGY INC 32,217 29,195
EQUITABLE HLDGS INC 14,710 16,695
EVOLENT HEALTH INC 20,904 23,547
EXLSERVICE HOLDINGS 15,696 16,199
EXPRO GROUP HLDGS NV 23,300 20,557
FTI CONSULTING INC 2,029 2,866
FAST RETAILING CO 29,153 43,229
FASTLY INC 14,988 16,975
FIRST BANCORP NC 19,871 30,964
FIRST MID BANCSHARES INC 16,460 20,701
FIRST SOLAR INC 21,127 53,172
FISERV INC 20,550 26,775
FLEX LTD 15,365 27,308
FLUENCE ENERGY INC 16,784 21,468
FLUOR CORP 17,202 17,532
FOMENTO ECONOMICO MEXI 16,621 38,701
FOOT LOCKER INC 14,885 18,528
FORTESCUE METLS 30,633 39,459
FRANKLIN ELECTRIC CO 73,843 114,276
FUELCELL ENERGY INC 14,293 14,840
FUJITSU LIMITED 32,561 34,672
FUTU HOLDINGS LIMITED 13,317 23,994
GDS HLDGS 15,561 14,955
GEELY AUTOMOBL HLDG 15,408 14,025
GEN DIGITAL INC 52,251 66,615
GENERAL ELECTRIC CO 16,352 24,116
GENERAL MOTORS CO 30,664 32,864
GENESCO INC 16,231 19,918
GENMAB A/S 3,608 3,161
GENPACT LIMITED 16,108 15,146
GENWORTH FINL 21,042 40,506
GIBRALTAR INDUSTRIES 20,090 28,757
GILEAD SCIENCES INC 103,606 130,603
GLAUKOS CORP 00500 15,879 15,397
GLOBAL SHIP LEASE 18,180 18,190
GMS INC 33,803 43,087
GOLD FIELDS LTD 1,691 2,737
GOLDMAN SACHS GROUP 19,709 42,351
GRANITE CONSTRUCTION 24,281 62,400
GRAY TELEVISION INC 18,568 17,794
GRID DYNAMICS HLDGS INC 16,723 23,306
GRIFOLS SA 16,089 19,244
GRUPO AEROPORTUARIO DE 61,631 78,173
GRUPO FINANCIERO BANOR 15,751 26,084
GSK PLC ADR 40,849 40,345
H WORLD GROUP LIMITED 12,538 15,510
HAEMONETICS CORP 13,817 21,269
HALOZYME THERAPEUTIC 39,788 43,320
HANG SENG BANK LTD 14,796 14,024
HANOVER INSURANCE 21,870 25,357
HARMONY BIOSCIENCES HLDG 14,396 20,487
HARTFORD FINL SVC GP 113,838 151,005
HAWKINS INC 13,579 21,443
HEALTHEQUITY INC 16,006 19,235
HEIDRICK&STRUGGLES 20,723 28,050
HELIX ENERGY SOLUTN 15,685 15,769
HENDERSON LAND DEVELOP 34,435 37,505
HERC HLDGS INC 9,315 31,657
HERITAGE COMMERCE CO 32,468 33,340
HERSHEY CO 94,548 131,356
HEWLETT PACKARD ENTERPRI 55,155 100,496
HIBBETT SPORTS INC 17,540 27,772
HITACHI LTD 88,926 171,621
HORIZON BANCORP INC 17,720 20,136
HOVNANIAN ENTERPRS 15,863 21,696
HP INC. 48,516 76,929
HSBC HLDGS PLC 15,964 16,294
HUDBAY MINERALS INC 46,193 51,046
HUNTINGTON BANCSHS 33,183 40,480
HURON CONSULTING GRP 32,310 86,044
ICF INTERNTNL 48,237 109,861
IBM CORP 56,489 78,963
ICICI BANK LTD 66,984 155,101
IES HLDGS INC 17,137 40,723
IMMUNOGEN INC 15,877 32,725
INARI MED INC 15,954 14,863
INDEPENDENT BANK CO 32,120 40,127
INDUSTRIAL & COMMERCIA 100,327 94,369
INFINERA CORP 15,811 14,626
INFORMA PLC 14,232 29,272
INFOSYS LTD 130,297 152,194
ING GROEP ADR REP 1 OR 21,331 43,845
INHIBRX INC 7,691 9,201
INSIGHT ENTERPRISES 30,539 47,243
INSPIRE MEDICAL SYSTEMS 8,664 9,736
INSTALLED BLDG PRODS 15,884 27,393
INSULET CORP 14,070 16,829
INTEL CORP 66,535 97,267
INTERNTNL MONEY EXPRE005 14,567 18,014
INTERPUBLIC GRP COS 61,313 113,953
INTUIT INC 28,954 66,861
IRHYTHM TECHNOLOGIES INC 9,846 15,436
IRONWOOD PHARMA INC 15,915 16,127
ITRON INC 14,828 17,317
JACKSON FINL INC 17,920 23,817
JACOBS SOLUTIONS INC 69,780 97,929
JANUS HENDERSON GROUP 16,146 16,264
JD COM INC 45,129 41,474
JONES LANG LASALLE 28,824 47,745
JUNIPER NETWORKS INC 15,213 17,070
KB FINL GROUP INC 137,843 175,822
KB HOME 52,125 81,745
KBC GROUP NV 35,038 41,109
KBR INC 19,978 44,695
KE HLDGS INC SPONSORED 18,343 19,674
KEURIG DR PEPPER INC 59,130 55,279
KFORCE INC 14,987 31,783
KIMBALL ELECTRONICS 15,722 17,248
KOMATSU LTD 77,047 82,231
KONINKLIJKE AHOLD NV 44,783 44,019
KONINKLIJKE PHILIPS N 40,587 52,479
KORN FERRY 30,533 54,379
KORNIT DIGITAL LTD. 14,896 15,523
KROGER CO 64,778 70,921
KT CORP 36,739 37,508
KUBOTA LTD 48,518 50,206
KURA SUSHI USA INC 16,447 15,495
KYMERA THERAPEUTICS INC 14,668 15,778
KYNDRYL HLDGS INC 17 18
LAKELAND BANCORP 35,666 45,806
LAM RESEARCH CORP 15,569 15,750
LANTHEUS HOLDINGS INC 15,560 18,406
LEIDOS HOLDINGS INC 16,461 21,679
LENDINGCLUB CORP 16,400 18,566
LENOVO GROUP LTD 54,738 102,561
LESLIES INC 14,366 14,011
LEXINFINTECH HOLDINGS 25,233 20,324
LI AUTO INC 47,939 74,713
LIBERTY ENERGY INC 26,879 67,827
LILLY ELI & CO 52,051 219,276
LINCOLN NTNL CO 16,806 17,621
LOCKHEED MARTIN CORP 49,653 64,927
LOWES COMPANIES INC 4,801 13,520
LPL FINL HLDGS 15,026 43,793
LUCID GROUP INC 14,947 14,618
LVMH MOET HENNESSY LOU 118,989 192,773
LYNAS RARE EARTHS 34,160 31,595
MACYS INC 15,771 16,827
MANNKIND CORP 15,983 15,642
MANPOWERGROUP 20,657 21,447
MARATHON DIGITAL HLDGS I 15,395 17,847
MASTERCARD INC 63,283 90,629
MATERION CORP 30,973 35,177
MATSON INC 15,906 26,241
MCKESSON CORP 32,859 105,876
MEDIFAST INC 40,186 34,916
MEDPACE HOLDINGS INC 2,474 5,956
MEDTRONIC PLC 95,983 99,167
MERCEDES-BENZ GROUP 15,995 17,961
MERCHANTS BANCORP INDIAN 16,721 30,420
MERCK & CO. INC. 116,057 155,155
MERIT MED SYS INC 18,753 33,204
MERITAGE HOMES CORP 91,208 139,322
META PLATFORMS INC 105,350 202,179
MICROSOFT CORP 434,833 810,488
MIDDLESEX WATER CO 74,049 65,561
MILLERKNOLL INC 15,923 21,569
MITSUBISHI ELECTRIC 17,402 23,072
MITSUBISHI ESTATE LTD 14,969 15,525
MODEL N INC 14,929 14,895
MODIVCARE INC 16,061 14,047
MOLSON COORS BEVERAGE CL 36,628 42,032
MOODYS CORP 61,090 72,627
MOTOROLA SOLUTIONS 13,098 27,444
MOVADO GROUP INC 886 863
MOWI ASA 4,431 4,648
MR COOPER GROUP INC 18,320 51,139
MYR GROUP INC 17,684 61,463
MYRIAD GENETICS INC 14,540 16,532
NABORS INDUSTRIES 2,191 1,736
NASDAQ INC 3,877 4,188
NASPERS LTD 32,336 62,261
NATURA & CO HLDG SA 8,593 9,824
NAVIENT CORP 11,132 24,684
NCR VOYIX CORP 11,051 14,912
NETAPP INC 16,193 35,642
NETEASE INC 58,115 80,344
NEW JERSEY RESOURCE 16,070 15,698
NIKE INC 1,385 9,483
NIO INC 21,253 17,484
NIPPON TELEG&TELEPH 83,510 115,692
NOAH HOLDINGS LTD 42,429 41,986
NOKIA OYJ 48,089 47,975
NOMURA HOLDINGS 28,492 30,500
NORSK HYDRO AS 17,558 18,713
NORTHERN TRUST CORP 15,810 16,563
NOVA LTD 486 772
NOVARTIS AG 150,490 183,073
NOVO-NORDISK AS VORMAL 95,412 281,384
NTNL AUSTRALIA BANK 23,609 35,826
NVIDIA CORP 67,691 353,114
NV5 GLOBAL INC 20,220 39,398
OCEANEERING INTL INC 7,040 39,254
OLD SECOND BNCP INC 16,885 18,542
OLYMPUS CORP 15,165 11,803
OMNICOM GROUP INC 95,458 154,003
ONO PHARMACEUTICAL 22,393 22,308
ONTO INNOVATION INC 14,765 17,485
OPEN TEXT CORP 15,057 18,063
ORACLE CORP 26,292 58,802
ORASURE TECHNOLOGIES 15,694 17,121
ORIX CORP 47,874 66,477
ORKLA AS 49,600 50,936
ORMAT TECHNOLOGIES 105,246 121,041
ORSTED AS 69,762 72,160
OWENS CORNING FIBERGLAS 28,222 40,674
PALOMAR HLDGS INC 15,028 16,441
PANASONIC CORP 47,599 52,819
PAPA JOHNS INTL INC 14,854 14,809
PARSONS CORP 47,950 95,615
PAYPAL HOLDINGS INCORPOR 16,248 15,785
PEARSON PLC 19,073 34,922
PEOPLES BANCORP INC 23,734 37,376
PEPSICO INC 118,760 137,830
PERNOD RICARD FIN SA 57,000 61,981
PFIZER INC 100,653 91,380
PHILIPPINE LONG DST 27,072 28,519
PING AN INS GROUP CO C 13,613 11,586
PINTEREST INC 19,084 36,250
PNC FINL SERVICES 14,311 20,496
PRECISION DRILLING 8,185 14,912
PREFERRED BANK LA 23,606 45,606
PRIMORIS SERVICES CO 12,533 20,888
PRINCIPAL FINL 38,313 73,092
PROCEPT BIOROBOTICS CORP 16,188 19,276
PROGRESS SOFTWARE CO 55,628 62,693
PROPETRO HOLDING CORP 19,519 43,919
PROSUS NV 31,241 47,895
PROTHENA CORP PLC 16,233 14,987
PRUDENTIAL FINL 29,182 30,801
PT BANK RAKYAT 56,511 62,034
PT BK MANDIRI PRSRO 60,469 123,509
PTC THERAPEUTICS INC 16,470 18,992
PUBLICIS SA NEW 64,360 125,298
PUBMATIC INC 16,338 21,974
QBE INSURANCE GROUP 16,108 15,770
QCR HOLDINGS INC 34,724 65,578
QIFU TECHNOLOGY INC 24,259 23,901
QUALCOMM INC 23,045 40,264
QUINSTREET INC 16,068 17,873
RPC INC 26,305 44,305
RECURSION PHARMACEUTICAL 15,522 16,358
REINSURANCE GP AMER 16,181 19,893
REMY COINTREAU SA 16,218 15,825
RENESAS ELECTRS CO 32,627 39,456
REPAY HOLDINGS CORP 15,412 18,810
RESMED INC 14,331 16,404
RESTAURANT BRANDS 24,578 26,442
RIOT PLATFORMS INC 15,667 17,595
ROBERT HALF INTL 29,252 45,827
ROCHE HLDG AG 15,838 15,902
ROGERS COMMUN INC 14,674 17,111
ROYAL BANK OF CANADA 83,685 107,124
ROYAL KPN NV 17,928 25,259
RYERSON HOLDING CORPORAT 12,155 30,908
R1 RCM INC NEW 18,267 24,778
SIGA TECHNOLOGIES 18,346 19,608
SJW GROUP 16,056 15,688
S&P GLOBAL INC 117,354 163,005
SALESFORCE INC 59,967 114,363
SALLY BEAUTY HOLDING 23,674 25,858
SANOFI SA 66,330 64,422
SAP SE 100,695 162,462
SCANSOURCE INC 16,194 19,022
SCHNEIDER ELECTRIC SA 154,144 234,656
SCHNITZER STL INDS 62,743 82,400
SCIENCE APPLICATIONS 15,912 24,304
SEAGEN INC 16,776 21,961
SEKISUI HOUSE LTD 97,767 107,859
SENDAS DISTRIBUIDORA S 17,884 19,562
SERVICE NOW INC 27,596 50,059
SEVEN & I HLDG CO 58,031 71,172
SHERWIN WILLIAMS CO 87,062 103,435
SHINHAN FINL GROUP CO 142,654 151,457
SHOCKWAVE MEDICAL INC 14,728 36,481
SHOPIFY INC 20,663 42,381
SI-BONE INC 7,492 12,248
SIEMENS AG 64,922 80,304
SIGNET JEWLERS LTD 15,381 25,640
SK TELECOM CO LTD 28 23
SOCIETE GENERALE 43,518 66,597
SOLAREDGE TECH 10,821 10,478
SONOS INC 15,202 15,462
SONOVA HOLDING AG 29,717 37,721
SONY GROUP CORP 90,312 98,757
SOTERA HEALTH CO 6,386 10,729
SPARTANNASH CO 15,240 15,297
SPLUNK INC 16,368 26,216
SPRINGWORKS THERAPEUTICS 17,108 23,096
SPROUT SOCIAL INC 14,306 20,313
SPROUTS FARMERS MARK 17,781 31,319
STAAR SURGICAL CO 7,178 5,739
STAGWELL INC 14,957 15,923
STANTEC INC 38,621 95,160
STARBUCKS CORP 56,072 80,532
STATE STREET CORP 76,299 96,050
STEELCASE INC 21,485 33,668
STELLANTIS N V 70,126 121,339
STERLING INFRASTRUCTURE 9,281 43,758
STMICROELECTRONICS NV 40,336 55,220
STONECO LTD 14,963 23,182
STRIDE INC 14,745 25,262
SUMITOMO MITSUI FINL00 15,889 26,945
SUMITOMO MITSUI TRUST 10,897 13,239
SUN HUNG KAI PPTYS 15,512 14,990
SUN LIFE FINL 19,950 21,816
SUNNOVA ENERGY INTL INC 17,063 22,550
SUNOPTA INC 7,904 10,759
SUNPOWER CORP 40,240 30,598
SUNRUN INC. 40,903 42,157
SUNTORY BEV & FOOD 28,564 28,485
SURMODICS INC 15,831 17,559
SWIRE PACIFIC LTD 15,876 15,680
SWISS RE LTD 73,588 104,312
SWISSCOM 11,651 12,239
SYNCHRONY FINL 21,697 23,299
SYSMEX CORP 0050 31,222 33,291
TAIWAN SEMICONDUCTR 339,021 408,410
TAPESTRY INC 21,310 39,936
TARGET CORP 25,422 31,579
TARO PHARMA INDS 3,434 3,960
TAYLOR MORRISON HOME 35,329 57,232
TD SYNNEX CORP 15,266 23,082
TE CONNECTIVITY LTD 2,966 4,061
TECHNIPFMC LTD 27,258 82,631
TECHTRONIC INDS LTD 15,579 15,871
TEGNA INC 49,856 62,454
TELEFONICA BRASIL S. 65,906 89,891
TELEFONICA SA 63,522 78,393
TENCENT HOLDINGS 181,316 196,863
TENCENT MUSIC ENTMT GR 28,691 58,481
TESLA INC 105,301 199,026
TETRA TECH INC 32,226 58,041
TETRA TECHNOLOGIES 6,886 9,143
TEVA PHARMACEUTICAL IN F 16,226 16,674
THE CIGNA GROUP 96,372 157,202
THE ODP CORP 16,880 38,854
THERMO FISHER SCNTFC 19,675 26,771
THOMSON REUTERS CORP 115,464 205,948
TIDEWATER INC NEW 30,861 36,469
TIM SA ADR 49,501 72,512
TITAN INTL INC DEL 1,736 2,026
TOKIO MARINE HOLDINGS 4,522 6,370
TOKYO ELECTRON LTD 44,944 84,194
TOPBUILD CORP 36,049 63,593
TOYOTA MOTOR CORP 109,276 135,882
TRANSUNION 15,993 16,676
TRAVEL + LEISURE CO 42,239 45,833
TRAVELERS COMPANIES 42,365 70,261
TREASURY WINE ESTATE 32,135 30,581
TRIP COM GROUP LTD 31,120 49,287
TRIUMPH GROUP INC 15,932 16,393
TTEC HLDGS INC 31,435 28,454
TURKCELL ILETISIM HIZM 15,524 30,801
TWIST BIOSCIENCE CORP 16,038 28,090
US BANCORP 16,721 19,975
UBER TECHNOLOGIES INC 30,258 49,727
UBS GROUP AG 81,149 226,367
UIPATH INC 15,413 24,621
UNITED MICROELECTRONIC 140,245 152,770
UNITED NATURAL FOODS 15,939 14,972
UNITED PARCEL SRVC 8,939 13,948
UNITED UTILTIES 33,237 37,987
UNITEDHEALTH GRP INC 20,690 50,320
UNITI GROUP INC 16,547 22,905
UNIVERSAL DISPLAY CO 33,736 48,053
UNIVEST FINL CORP 15,866 15,886
UNUM GROUP 42,278 62,393
UPWORK INC 25,665 37,620
VSE CORP 15,811 21,997
VALE SA 64,409 68,970
VALEO SE 15,350 15,630
VALVOLINE INC 11,362 20,065
VAREX IMAGING CORP 18,725 30,066
VERALTO CORP 134 155
VERICEL CORP 2,020 3,838
VERISK ANALYTICS INC 20,699 21,970
VERIZON COMMUNICATN 67,119 69,109
VERTEX PHARMACEUTICA 51,489 79,123
VESTAS WIND SYS AS UTD 93,315 110,057
VICTORIAS SECRET & CO 24,570 35,143
VIPSHOP HLDGS LTD 33,534 74,764
VIR BIOTECHNOLOGY INC 15,626 17,395
VIRGIN GALACTIC HLDGS IN 14,405 17,184
VISA INC 67,946 114,993
VITA COCO CO INC 2,494 3,536
VITAL FARMS INC 13,032 14,639
VIVID SEATS INC 14,744 19,418
VODAFONE GROUP 39,036 38,070
VOLVO AB 15,222 22,430
VONTIER CORP 32,488 58,758
V2X INC 5,214 5,554
WABASH NTNL CORP 902 899
WAL-MART DE MEXICO SA 48,300 57,585
WALGREENS BOOTS ALLI 15,778 15,055
WARNER BROTHERS DISCOVER 22 31
WEATHERFORD INTL 64,353 90,237
WESTERN UNION CO 12,247 12,374
WH GROUP LTD 12,551 14,695
WHEATON PRECIOUS METAL 56,568 72,470
WILLIAMS SONOMA 13,639 28,881
WINNEBAGO INDUSTRIES 175 194
WIPRO LTD 233,076 241,792
WOORI FINL GROUP INC 133,752 153,005
WPP PLC NEW 39,711 48,810
WW GRAINGER INC 14,574 16,510
XOMETRY INC 16,673 22,620
XPENG INC ADR 24,031 39,133
XPONENTIAL FITNESS INC 15,854 15,900
XYLEM INC. 85,713 132,043
YELP INC 24,994 54,900
YEXT INC 14,826 16,396
YUM BRANDS INC 24,045 25,110
ZIFF DAVIS INC 50,445 49,014
3I GROUP PLC 97,387 177,730
4D MOLECULAR THERAPEUTIC 5,729 7,619
8X8 INC 16,119 16,411
ALEXANDRIA REAL EST 15,808 16,629
ARMADA HOFFLER PPTYS 7,185 9,344
AVALONBAY CMNTYS INC 110,024 115,005
BOSTON PROPERTIES 32,686 30,571
DOUGLAS EMMETT, INC. 22,671 20,432
EMPIRE STATE REALTY TRUS 61,106 70,963
HIGHWOODS PPTY 39,469 37,237
IRON MTN INC NEW 17,758 43,365
KILROY REALTY CORP 55,511 64,806
PARAMOUNT GROUP INCORPOR 49,521 51,437
PIEDMONT OFFICE REAL 54,355 51,825
VORNADO REALTY TRUST 15,320 16,619
ALBIREO PHARMA INC 17,016 17,598
SCHWAB 0395 451,336 454,852

TY 2022 LegalFeesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 31,324 0   31,324


TY 2022 OtherAssetsSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WOODCOCK INVESTMENT FUND NO. 6, LLC 1,354,112 0 0
WOODCOCK INVESTMENT FUND NO. 7, LLC 3,987,598 0 0
WOODCOCK INVESTMENT FUND NO. 8, LLC 4,600,373 0 0
CHARCO. NO. 4, LLC 927,488 919,041 919,041
CHARCO NO. 5 LLC 7,099,495 5,726,244 10,466,486
ACUMEN LATIN AMERICA EARLY GROWTH FUND LP 178,666 165,799 178,666
ASTANOR VENTURES II SCSP 74,865 152,943 74,865
AVANATH AFFORDABLE HOUSING RENAISSANCE FUND, L.P. 500,000 511,112 500,000
BUOYANT VENTURES FUND LP 88,021 88,660 88,021
IMPACT VENTURES III, L.P. 319,980 337,555 319,980
FARALLON CAPITAL PARTNERS, LP -1,075,709 -1,122,410 0
GENERATION IM GLOBAL EQUITY FUND, LLC 9,042,019 9,463,744 9,042,019
IMPACT AMERICA FUND III, L.P.   22,238 22,238
THE LYME CONSERVATION OPPORTUNITIES FUND LP 108,395 153,669 108,395
MEADOWLARK LANDS I, L.P. 216,680 323,205 216,680
MELOY FUND I, LP 124,165 183,736 124,165
MICROVEST II, LP 74,270 71,127 74,270
MICROVEST SHORT DURATION FUND, LP 1,052,171 1,089,885 1,052,171
MAD AGRICULTURE PERENNIAL FUND 1, LLC   4,675 4,675
PLEXO CAPITAL II LP 66,626 80,694 66,626
RH CAPITAL FUND II, LP 87,500 124,422 87,500
ALIGN TMIF II ACCESS FUND, LP 68,700 145,716 68,700
SUSTAINABLE ASSET FUND III (US FEEDER), LP 213,072 261,519 213,072
CIRCULATE CAP OCEAN FUND I-B 36,195 51,988 36,195
UNOVIS NCAP FUND II CV   164,348 164,348
GREENBACKER RENEWABLE ENERGY CO II, LLC   500,000 500,000
REDF IMPACT INVESTING FUND   -64,201 -64,201
EIP ELEVATE FUTURE FUND I LP   106,857 106,857
GENERATION IM SUSTAINABLE SOLUTIONS FUND IV (B), ILP   225,000 225,000
ALIVE EARLY GROWTH FUND II, LP   169,695 169,695
NEC FUND VI (OFFSHORE) LP   343,289 343,289
IMPACT ENGINE PRIVATE EQUITY FUND II, LP   80,447 80,447
FARALLON CAPITAL MANAGEMENT , LLC   0 0
OCEAN 14 CAPITAL FUND I SDSP   110,085 110,085
COMMUNITY EM CREDIT FUND I, L.P.   500,000 500,000
KIMPACT EVERGREEN REAL ESTATE INVESTMENT FUND, LP   750,000 750,000
LENDABLE SPC FOR AND ON BEHALF OF SEGREGATED INVESTMENT VEHICLE I, SP   500,000 500,000
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI REIT, L.P.   18,750 18,750
OWEESTA CORPORATION   250,000 250,000
DIRT CAPITAL PARTNERS 2023, LLC   62,500 62,500
ACUMEN CAPITAL MARKETS I LP 83,145 83,145 83,145
FARMLAND RENEWAL, LLC 69,832 69,832 69,832
GS VINTAGE FUND II OFFSHORE -112,953 -112,953 0
OASIS FUND S.C.A. LP 2,000,000 2,000,000 2,000,000
GENERATE CAPITAL 336,412 336,412 336,412
NEW CROP UNOVIS ALTERNATIVE PROTEIN FUND II 580,502 580,502 580,502
SOUTHERN PLAINS LAND TRUST 250,000 250,000 250,000
OTHER ASSETS   1,811 1,811


TY 2022 OtherDecreasesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Amount
NONDEDUCTIBLE EXPENSES 2,049
SYNDICATION COSTS 181
PRIOR PERIOD ADJUSTMENTS 19,989,325


TY 2022 OtherExpensesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 4,462 4,462   0
OFFICE SUPPLIES 6,062 6,062   0
INSURANCE 1,563 1,563   0
OFFICE EXPENSES 11,477 11,477   0
TELEPHONE 2,234 2,234   0
POSTAGE 280 280   0
MEMBERSHIPS 33,511 33,511   0
PASSTHROUGH EXPENSES 484,581 484,581   0
PASSTHROUGH LOSSES 112,559 112,559   0
PASSTHROUGH 73,715 73,715   0


TY 2022 OtherIncomeSchedule2
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 2,331 2,331 2,331
UBIT 269,920 0 269,920


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TY 2022 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
CLEARBON INC   50,000 50,000   2022-12 ACCRUED INTEREST PLUS OUTSTANDING 6.0000000000 %   FINANCING   50,000
CALIFORNIA HARVESTERS INC   250,000 250,000 2018-06 2025-06 MONTHLY PAYMENTS OF ACCRUED INTEREST 7.0000000000 %   FINANCING   250,000
RURAL COMMUNITY ASSISTANCE CORPORAT   250,000 250,000 2018-09 2028-09 ACCRUED INTEREST PLUS OUTSTANDING 2.0000000000 %   FINANCING   250,000
SIXUP COMMUNITY FUND I LLC   250,000 250,000   2023-09 ACCRUED INTEREST PLUS OUTSTANDING 2.5000000000 %   FINANCING   250,000
CATCH INVEST VINEYARD FISH & FLEET   242,232 149,054 2020-01 2024-04 PRINCIPAL AMOUNT DUE WITH SIMPLE IN 3.0000000000 %   SUPPORT MARTHA'S VINEYARD PRESERVATION   169,771
LOCAL INITIATIVES SUPPORT CORP   250,000 250,000 2020-01 2024-03   275.0000000000 %   FINANCING   250,000
NESS SOCIAL ENTERPRISE LOAN FUND LL   250,000 0 2020-01 2023-02   0 %   FINANCING   250,000
NH COMMUNITY LOAN   250,000 0   2023-08   150.0000000000 %   FINANCING   250,000
REDF IMPACT INVESTING   250,000 250,000   2026-04   300.0000000000 %       250,000
POTLIKKER CAPITAL   250,000 250,000 2022-12 2025-12 SIMPLE INTEREST COMPOUNDED ANNUALLY, PAYABLE AT MATURITY DATE 50.0000000000 %   TO SUPPORT DIVERSITY OF FARMERS AND HELPING CLIMATE CHANGE   250,000
COMMUNITY MARKETS FOR CONSERVATION   150,000 150,000 2023-07 2024-07 INTEREST AT 3% PAID QUARTERLY. AT MATURITY PRINCIPAL PLUS ACCRUED INTEREST 300.0000000000 %   TO SUPPORT THEIR MISSION OF HELPING FARMERS AND CONSERVATION.   150,000

TY 2022 OtherProfessionalFeesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 381,858 381,858   0
PROFESSIONAL FEES 186,055 186,055   0


TY 2022 TaxesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 17,740 17,740   0
2021 EXTENSION PAYMENT 126,000 0   0
ESTIMATED TAX PAYMENTS 4,241 0   0
CHAR500 1,500 0   1,500


TY 2022 TransfersFrmControlledEntities
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Name US /
Foreign Address		 EIN Description Amount
CHARCO NO 4 LLC 32105 WOODSDALE LANE
SOLON,OH44139 		46-1582761 CASH DISTRIBUTIONS FROM PARTNERSHIP 0
Total     2,174,308