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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 12-01-2023 , and ending 11-30-2024
Name of foundation
WOODCOCK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1411 BROADWAY 16TH FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10018
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$92,281,430
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 746,697 712,026  
4 Dividends and interest from securities... 931,180 931,180  
5a Gross rents............      
b Net rental income or (loss) -110,901
6a Net gain or (loss) from sale of assets not on line 10 123,921
b Gross sales price for all assets on line 6a 18,447,628
7 Capital gain net income (from Part IV, line 2)... 123,921
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)....... 289,266 86,513  
12 Total. Add lines 1 through 11........ 2,091,064 1,853,640  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 226,882 34,032   192,850
14 Other employee salaries and wages...... 382,111 0   382,111
15 Pension plans, employee benefits....... 45,135 0   45,135
16a Legal fees (attach schedule)......... 23,525 0   23,525
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 606,674 489,165   117,509
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 94,314 38,066   29,829
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 45,612 22,806   22,806
21 Travel, conferences, and meetings....... 40,633 0   40,633
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,033,538 973,135   20,303
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,498,424 1,557,204   874,701
25 Contributions, gifts, grants paid....... 5,874,683 5,874,683
26 Total expenses and disbursements. Add lines 24 and 25 8,373,107 1,557,204   6,749,384
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,282,043
b Net investment income (if negative, enter -0-) 296,436
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 727,557 1,000,527 1,000,527
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow44,659
Less: allowance for doubtful accounts right arrow   45,909 44,659 44,659
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 arrow1,588,695
Less: allowance for doubtful accounts right arrow0 1,849,054 Click to see attachment
List of Attached Documents:
// Content
1,588,695
1,588,695
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)....... 26,508,332 Click to see attachment
List of Attached Documents:
// Content
21,201,579
36,914,977
c Investments—corporate bonds (attach schedule)....... 15,969,339 Click to see attachment
List of Attached Documents:
// Content
15,969,334
14,771,752
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
25,681,081
Click to see attachment
List of Attached Documents:
// Content
25,100,271
Click to see attachment
List of Attached Documents:
// Content
37,960,820
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,781,272 64,905,065 92,281,430
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........ 66,878,700 64,905,065
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,902,572 0
29 Total net assets or fund balances (see instructions)..... 70,781,272 64,905,065
30 Total liabilities and net assets/fund balances (see instructions). 70,781,272 64,905,065
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
70,781,272
2
Enter amount from Part I, line 27a .....................
2
-6,282,043
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
409,364
4
Add lines 1, 2, and 3 ..........................
4
64,908,593
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,528
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
64,905,065
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
b BUOYANT VENTURES FUND LP P   2024-11-30
c CHARCO. NO. 4 P   2024-11-30
d CHARCO. NO. 5 P   2024-11-30
e EIP ELEVATE FUTURE FUND I LP P   2024-11-30
GENERATION IM GLOBAL EQUITY FUND P   2024-11-30
IMPACT ENGINE PRIVATE EQUITY FUND P   2024-11-30
PLEXO CAPITAL II LP P   2024-11-30
BUOYANT VENTURES FUND LP P   2024-11-30
CHARCO. NO. 4 P   2024-11-30
CHARCO. NO. 5 P   2024-11-30
CHARCO. NO. 5 - SECTION 1231 P   2024-11-30
EIP ELEVATE FUTURE FUND I LP P   2024-11-30
GENERATION IM GLOBAL EQUITY FUND P   2024-11-30
IMPACT VENTURES II, LP P   2024-11-30
MICROVEST SHORT DURATION FUND LP P   2024-11-30
PLEXO CAPITAL II LP P   2024-11-30
THE MELOY FUND I, LP P   2024-11-30
FARALLON CAPITAL PARTNERS, LP P   2024-11-30
(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 18,405,153   17,492,545 912,608
b     834 -834
c     38 -38
d 6,999     6,999
e 23     23
    23,109 -23,109
37     37
    136 -136
    6,579 -6,579
    7,153 -7,153
    265,594 -265,594
35,416     35,416
    456 -456
    461,541 -461,541
    22,729 -22,729
    7,335 -7,335
    11,220 -11,220
    208 -208
    24,230 -24,230
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       912,608
b       -834
c       -38
d       6,999
e       23
      -23,109
      37
      -136
      -6,579
      -7,153
      -265,594
      35,416
      -456
      -461,541
      -22,729
      -7,335
      -11,220
      -208
      -24,230
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 2 123,921
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
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 4,120
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 4,120
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 4,120
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 234
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,354
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 arrowTHIRD PLATEAU Telephone no.right arrow (320) 431-9330

Located atright arrow127 UNIVERSITY AVENUEBERKELEYCA ZIP+4right arrow94710
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Yes
 
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
1.00
0 0 0
1411 BROADWAY 16TH FL
NEW YORK,NY10018
LINDSAY D SHEA TRUSTEE
1.00
0 0 0
1411 BROADWAY 16TH FL
NEW YORK,NY10018
OLGA M DAVIDSON TRUSTEE
1.00
0 0 0
1411 BROADWAY 16TH FL
NEW YORK,NY10018
STUART DAVIDSON TRUSTEE
1.00
0 0 0
1411 BROADWAY 16TH FL
NEW YORK,NY10018
WINTHROP RUTHERFURD TRUSTEE
1.00
112,913 0 0
C/O KOZUSKO HARRIS DUNCAN 25201
CHAGRIN BLVD SUITE 370
BEACHWOOD,OH44122
MARGOT BRANDENBURG TRUSTEE
1.00
113,969 0 0
1411 BROADWAY 16TH FL
NEW YORK,NY10018
SABRINA GUTH TRUSTEE
1.00
0 0 0
1411 BROADWAY 16TH FL
NEW YORK,NY10018
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 EXECUTIVE DIRECTOR
40.00
226,875 16,903 0
C/O RTC NA PO BOX 5016
NEW YORK,NY101855016
KAVANAUGH WADDEL PROGRAM DIRECTOR
40.00
95,792 27,218 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 (2023)
Form 990-PF (2023)
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
ABACUS WEALTH PARTNERS INVESTMENT MANAGEMENT 320,842
429 SANTA MONICA BLVD STE 500
SANTA MONICA,CA90401
ROCKEFELLER & CO LLC TAX, FINANCIAL, ADMINISTRATION 168,926
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
88,303,878
b
Average of monthly cash balances.......................
1b
1,204,155
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
89,508,033
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
89,508,033
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,342,620
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
88,165,413
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,408,271
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
4,408,271
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,120
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
61,531
c
Add lines 2a and 2b............................
2c
65,651
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,342,620
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,342,620
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
4,342,620
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
6,749,384
b
Program-related investments—total from Part VIII-B..................
1b
0
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
6,749,384
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,342,620
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,697,243
b From 2019...... 2,928,714
c From 2020......  
d From 2021...... 3,080,053
e From 2022...... 2,296,013
f Total of lines 3a through e ........ 12,002,023
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,749,384
a Applied to 2022, 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 2023 distributable amount..... 4,342,620
e Remaining amount distributed out of corpus 2,406,764
5 Excess distributions carryover applied to 2023. 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 14,408,787
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
3,697,243
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
10,711,544
10 Analysis of line 9:
a Excess from 2019.... 2,928,714
b Excess from 2020....  
c Excess from 2021.... 3,080,053
d Excess from 2022.... 2,296,013
e Excess from 2023.... 2,406,764
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

ACUMEN FUND INC

74 TRINITY PLACE 9TH FLOOR
NEW YORK,NY10006
  PC GENERAL SUPPORT 5,500

ACUMEN FUND INC

74 TRINITY PLACE 9TH FLOOR
NEW YORK,NY10006
  PC GENERAL SUPPORT 183,000

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 25,000

APPALACHIAN CORRIDOR

466 RUE PRINCIPALE
EASTMAN,QUBECJOE1P0
CA
  PC GENERAL SUPPORT 30,000

BANK INFORMATION CENTER

1023 15TH STREET NW 10TH
WASHINGTON,DC20005
  PC GENERAL SUPPORT 49,500

BEATS RHYMES AND LIFE

450 SANTA CLARA
OAKLAND,CA94610
  PC GENERAL SUPPORT 3,000

BEATS RHYMES AND LIFE

450 SANTA CLARA
OAKLAND,CA94610
  PC GENERAL SUPPORT 100,000

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 50

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BLVD STE 130-236
ATLANTA,GA30337
  PC GENERAL SUPPORT 110,000

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BLVD STE 130-236
ATLANTA,GA30337
  PC GENERAL SUPPORT 40,687

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BLVD STE 130-236
ATLANTA,GA30337
  PC GENERAL SUPPORT 300,000

CENTER FOR ELECTION INNOVATION & RESEARCH

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

CLIMATE DEFENSE PROJECT

1968 S COAST HWY 496
LAGUNA BEACH,CA92651
  PC GENERAL SUPPORT 49,500

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 10,000

ENVIRONMENT FUNDERS CANADA

SUITE 300 2 ST CLAIR AVENUE EAST
TORONTO   M4T 2T5
CA
  PC GENERAL SUPPORT 25,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
  PC GENERAL SUPPORT 5,000

EQUIS INSTITUTE

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

FAITH CRUSADES MINISTRIESMORE UP CAMPUS

17 MILDRED ST
MONTGOMERY,AL36104
  PC GENERAL SUPPORT 15,000

FOOD & ENVIRONMENT REPORTING NETWORK

725 WESTVIEW STREET
PHILADELPHIA,PA19119
  PC GENERAL SUPPORT 150,000

FREE PRESS

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

GLOBAL FUND FOR WOMEN

505 MONTGOMERY STREET 11TH FLOOR
SAN FRANCISCO,CA94111
  PC GENERAL SUPPORT 25,000

GROUNDSWELL INTERNATIONAL

712 H ST NE STE 1355
WASHINGTON,DC200023627
  PC GENERAL SUPPORT 25,000

GROWING KINGS

PO BOX 291
BIRMINGHAM,AL35201
  PC GENERAL SUPPORT 33,000

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 160,000

NORTH CAROLINA COMMUNITY FOUNDATION

3737 GLENWOOD AVENUE 460
RALEIGH,NC27612
  PC GENERAL SUPPORT 50

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BLVD STE 130-236
ATLANTA,GA30337
  PC GENERAL SUPPORT 25

LIFE PIECES TO MASTERPIECES INC

C/O DR CHARLES R DREW ELEMENTARY
SCHOOL 5600 EADS STREET NE
WASHINGTON,DC20019
  PC GENERAL SUPPORT 3,000

LIFE PIECES TO MASTERPIECES INC

C/O DR CHARLES R DREW ELEMENTARY
SCHOOL 5600 EADS STREET NE
WASHINGTON,DC20019
  PC GENERAL SUPPORT 33,000

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

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 22,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW 350
WASHINGTON,DC20006
  PC GENERAL SUPPORT 25,000

NATIONAL DOMESTIC WORKERS ALLIANCE

45 BROADWAY SUITE 2240
NEW YORK,NY10006
  PC GENERAL SUPPORT 26

NATIONAL YOUNG FARMERS COALITION

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

NEW YORK FOUNDATION

150 WEST 30TH STREET 1401
NEW YORK,NY100014003
  PC GENERAL SUPPORT 10,000

PUBLIC MEDIA GROUP OF SOUTHERN CA

2900 WEST ALAMEDA AVE 500
BURBANK,CA91505
  PC GENERAL SUPPORT 25,000

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 365,300

SCENIC HUDSON INC

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

SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND

PO BOX 1053
BUFFALO,NY14205
  PC GENERAL SUPPORT 5,000

SIXTEEN THIRTY FUND

1201 CONNECTICUT AVE NW
WASHINGTON,DC20036
  501(C)(4) GENERAL SUPPORT 110,000

SIXTEEN THIRTY FUND

1201 CONNECTICUT AVE NW
WASHINGTON,DC20036
  501(C)(4) GENERAL SUPPORT 100,000

SMITHSONIAN INSTITUTION HIRSHHORN GIFTS

INDEPENDENCE AVE SW AND 7TH ST SW
WASHINGTON,DC20560
  PC GENERAL SUPPORT 25,000

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 25,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS RD SUITE 201
CALABASAS,CA91302
  PC GENERAL SUPPORT 150,000

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 110,000

SPARK

PO BOX 1562
HOUSTON,TX77251
  PC GENERAL SUPPORT 515

SPARK MICROGRANTS

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

SPARK MICROGRANTS

C/O KNOTEL 116 WEST HOUSTON STREET
NEW YORK,NY10012
  PC GENERAL SUPPORT 7,500

SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS

911 W PEDREGOSA STREET
SANTA BARBARA,CA93101
  PC GENERAL SUPPORT 21,000

TEXAS ORGANIZING PROJECT EDUCATION FUND

PO BOX 120296
SAN ANTONIO,TX78212
  501(C)(4) GENERAL SUPPORT 110,000

THE WILDLIFE CROSSING FUND

333 SOUTH HOPE STREET 43RD FLOOR
LOS ANGELES,CA90071
  PC GENERAL SUPPORT 100,000

THE YELLOWSTONE TO YUKON CONSERVATION INITIATIVE

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

THE YELLOWSTONE TO YUKON CONSERVATION INITIATIVE

710 9TH STREET STUDIO B
CANMORE,ALBERTAT1W2V7
CA
  PC GENERAL SUPPORT 10,000

TOPEF

PO BOX 120296
SAN ANTONIO,TX78212
  PC GENERAL SUPPORT 30

ULTRAVIOLET EDUCATION FUND

PO BOX 34756
WASHINGTON,DC20043
  PC GENERAL SUPPORT 90,000

VILLAGE OF WISDOM

600 E UMSTEAD AVE
DURHAM,NC27703
  PC GENERAL SUPPORT 33,000

VILLAGE OF WISDOM

600 E UMSTEAD AVE
DURHAM,NC27703
  PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 5,874,683
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
    14 746,697  
4 Dividends and interest from securities ....     14 931,180  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -110,901  
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 900099 202,753 14 86,513  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 123,921  
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) .. 202,753 1,777,410 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,980,163
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 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
SIXTEEN THIRTY FUND
 
1828 L ST NW STE 300B
WASHINGTON,DC200365109
2024-08-02 110,000 TO SUPPORT THE WOMEN EFFECT ACTION FUND 7,988 NONE 12/31/2024   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
SIXTEEN THIRTY FUND
 
1828 L ST NW STE 300B
WASHINGTON,DC200365109
2024-06-12 100,000 TO SUPPORT THE WOMEN EFFECT ACTION FUND 100,000 NONE 02/28/2025   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
TEXAS ORGANIZING PROJECT EDUCTION FUND
 
PO BOX 120296
SAN ANTONIO,TX78212
2024-07-01 110,000 TRAINING 250 NEW GRASSROOTS LEADERS. SUPPORT EDUCATION, CONDUCT COMMUNITY ORGANIZING SKILLS TRAININGS 110,000 NONE 06/30/2025   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE AND HAS NOT INDEPENDENTLY VERIFIED THE REPORTS
APPALACHIAN CORRIDOR
 
466 RUE PRINCIPALE
EASTMAN   J0E 1P0
CA
2024-01-16 30,000 DEEPENING COLLABORATION WITH STAKEHOLDERS TO UNTEGRATE ECOLOGICAL CORRIDORS INTO REGIONAL PLANNING TOOLS FOR THE QUEBEC PORTION OF HIGHWAY 10 IN ORDER TO IMPROVE CONSERVATION OUTCOMES 30,000 NONE 12/31/2024   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 2023 InvestmentsCorpBondsSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Name of Bond End of Year Book Value End of Year Fair Market Value
SCHWAB 2206 15,969,334 14,771,752

TY 2023 InvestmentsCorpStockSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Name of Stock End of Year Book Value End of Year Fair Market Value
VERT GLOBAL SUSTAINABLE 2,390,081 2,557,753
ADASINA SOCIAL JUSTC ALL 504,981 537,000
ABB LTD 44,701 105,407
ABBOTT LABORATORIES 79,018 97,273
ABBVIE INC 83,754 175,613
ABERCROMBIE & FITCH 9,683 98,197
ACCENTURE PLC 78,878 138,788
ACCO BRANDS CORP 15,803 19,485
ACI WORLDWIDE INC 14,952 41,422
ACS ACTIV DE CONSTRUC 15,155 40,673
ACUITY BRANDS INC 36,912 73,759
ADMA BIOLOGICS INC 10,853 67,590
ADOBE INC 18,642 60,364
ADVANCED DRAINAGE SY 18,987 30,440
ADVANCED MICRO DEVICE IN 57,009 107,271
AECOM 56,453 167,384
AEGON LTD ADR 21,980 61,227
AENA SMESA 46,484 68,198
AGNICO EAGLE MINES 23,681 42,801
AIA GROUP LTD 15,182 19,475
AKAMAI TECHNOLOGIES INC 17,703 21,437
ALIBABA GROUP HLDG LTD 45,834 52,509
ALLOGENE THERAPEUTICS IN 15,185 15,140
ALPHABET INC. 160,693 317,626
ALSTOM SA 81,709 150,833
ALTUS PWR INC 37,585 52,739
AMALGAMATED FINL CORP 90,704 191,369
AMAZON.COM INC 179,767 352,374
AMERESCO INC 19,467 28,057
AMERICAN STATES WTR 23,920 30,626
AMGEN INC. 73,565 99,005
AMNEAL PHARMACEUTICALS I 7,518 27,035
ANGLO AMERICAN PLATINU F 38,735 37,206
ANGLOGOLD ASHANTI PLC 19,578 33,070
ANZ GROUP HOLDINGS LTD 34,011 58,166
APPLE INC 333,637 729,790
APPLIED MATERIALS 25,620 104,302
ARCBEST CORP 15,643 26,745
ARCHROCK INC 15,547 40,992
ARCTURUS THERAPEUTICS HL 2,322 2,237
ARDELYX INC 3,377 5,267
ARRAY TECHNOLOGIES INC 15,553 11,635
ARROW ELECTRONICS 44,197 67,650
ASE TECHNOLOGY HLDG CO 16,700 18,001
ASML HOLDING NV 68,951 130,456
ASPEN AEROGELS INC 14,536 33,670
ASSOCIATED BANC CORP 74,226 117,836
ASTRAZENECA PLC 72,551 90,746
AT&T INC 14,012 26,333
ATKORE INC 14,007 15,750
AURINIA PHARMACEUTICAL 15,638 27,493
AVID BIOSERVICES INC 15,078 27,655
AVIENT CORP 33,244 51,609
AXA SA 34,935 66,227
BADGER METER INC 65,516 222,024
BAE SYSTEMS PLC 9,125 17,171
BAIDU INC 56,750 57,834
BAKER HUGHES CO. 32,388 54,630
BANCO BRADESCO SA 56,597 46,366
BANCO SANTANDER-CHILE 28,183 39,211
BANCOLOMBIA S.A. 30,230 38,063
BANCORP INC 16,339 116,568
BANK MONTREAL QUE 125,591 204,311
BANK OF NY MELLON CO 32,255 82,361
BANK NOVA SCOTIA 32,336 41,739
BANK OF AMERICA CORP 14,717 26,511
BAR HARBOR BANKSHARE 14,567 21,918
BARNES GROUP INC 15,696 28,104
BAUSCH HEALTH COS INC 15,275 24,181
BAYERISCHE MOTOREN WER 98,926 101,377
BCE INC 16,474 16,353
BEAM THERAPEUTICS INC 15,021 16,696
BEAZER HOMES USA INC 33,348 95,448
BELLRING BRANDS INC 14,078 50,921
BEST BUY CO INC 13,170 16,020
BGC PARTNERS INC 12,565 52,528
BIOGEN INC 101,364 88,025
BIT DIGITAL INC. 17,057 14,323
BLACKROCK INC 16,008 46,026
BLOCK H & R INCORP 15,149 39,718
BLUELINX HOLDINGS 19,939 38,967
BOISE CASCADE CO 9,039 21,254
BOLIDEN AB 49,896 59,291
BOOT BARN HOLDINGS 5,526 27,017
BOSTON SCIENTIFIC CO 8,117 14,596
BOX INC 12,129 24,142
BRAMBLES LTD 15,851 25,983
BRIDGEBIO PHARMA INC 16,237 25,844
BRINKER INTL INC 16,272 84,388
BRISTOL-MYERS SQUIBB 16,242 18,240
BUMBLE INC 16,180 22,020
BUNGE GLOBAL SA 3,500 4,128
BURFORD CAPITAL LIMITE 15,650 17,038
BYLINE BANCORP INC 33,339 56,148
B3 S A - BRASIL BOLSA 16,702 14,569
CACTUS INC 18,471 68,385
CALERES INC 20,177 45,052
CALIFORNIA WTR SVC GROUP 46,367 56,309
CAMDEN NATL CORP , 15,386 19,833
CAPGEMINI SE 47,177 57,316
CARDINAL HEALTH INC 17,708 28,115
CARREFOUR SA 14,354 14,351
CARRIER GLOBAL CORP 38,719 81,316
CATALYST PHARMA INC 7,441 13,507
CBRE GROUP INC 64,294 203,125
CELESTICA INC 7,059 85,751
CENTRAL JAPAN RAILWAY 17,418 17,548
CENTRAL PACIFIC FINL 31,899 77,757
CHAMPIONX CORP 16,451 60,229
CHART INDUSTRIES INC 19,267 55,849
CHINA CONSTR BK CORP 61,677 69,631
CHINA MENGNIU DAIRY CO 22,237 24,331
CISCO SYSTEMS INC 84,804 130,084
CLEANSPARK INC 16,209 13,719
CLOUDFLARE INC 2,579 5,590
CNA FINL CORP 5,789 9,684
CNH INDUSTRIAL NV 20,974 34,666
COCA-COLA EUROPACIFIC 56,206 111,095
COCA COLA HBC LTD 32,272 53,085
COCHLEAR LTD 15,031 19,540
COGENT BIOSCIENCES INC 3,889 6,657
COGNIZANT TECH SOLU 29,741 42,982
COMERICA INCORPORATE 33,149 64,158
COMMONWEALTH BK AUST 64,617 122,322
COMMUNITY HEALTHCARE TR 16,084 18,390
COMPANHIA PARANAENSE D 26,748 37,054
COMPANHIA PARANAENSE D 6,150 8,180
COMPANIA DE MINAS BUEN 14,821 22,446
COMPASS GROUP PLC 59,296 133,036
CONSENSUS CLOUD SOLUTION 15,506 19,885
CORE LABORATORIES NV 44,840 54,335
COUSINS PROPERTIES 46,266 70,050
CREDICORP LTD 35,045 51,375
CRINETICS PHARMACEUTICAL 14,921 29,401
CUMMINS INC 15,654 36,379
CUSTOMERS BANCORP 13,111 68,305
DAI NIPPON PRTG 74,082 106,754
DAIICHI SANKYO CO 38,205 57,214
DAIWA HOUSE IND LTD 227,412 293,678
DANAHER CORP 51,759 69,031
DARDEN RESTAURANTS 27,146 52,705
DARLING INGREDIENTS 49,611 57,917
DASSAULT SYSTEM SA 16,570 16,619
DELL TECHNOLOGIES INC 30,584 119,424
DE LUXE CORP 10,298 15,130
DENNYS CORP 1,062 1,161
DEUTSCHE TELEKOM AG 15,003 23,660
DIAGEO PLC 46,042 42,731
DIGIMARC CORP NEW 3,105 4,101
DNB BANK ASA 41,390 62,049
DONNELLEY FINL SOLUT0050 9,145 46,272
DOORDASH INC 16,480 46,383
DOXIMITY INC 18,389 41,234
DR REDDY S LABORATORIE 160,870 186,860
DREAM FINDERS HOMES INC 3,607 9,216
DUCKHORN PORTFOLIO INC 15,937 26,422
DUOLINGO INC 609 1,741
DYNAVAX TECHS CO 16,557 20,666
ELF BEAUTY INC 15,093 62,429
E.ON SE AG 36,013 57,566
EASTERN BANKSHARES INC 4,060 6,524
EBAY INC 5,406 8,354
EDISON INTERNTNL 118,515 191,207
EISAI CO LTD 63,973 54,512
ELEVANCE HEALTH INC 35,589 58,195
ELI LILLY AND CO 52,051 295,075
ENN ENERGY HOLDINGS 29,823 29,762
EQUITABLE HLDGS INC 14,710 26,237
FAST RETAILING CO 29,153 58,311
FIRST BANCORP NC 19,871 46,732
FIRST MID BANCSHARES INC 16,460 28,063
FIRST SOLAR INC 21,127 67,154
FISERV INC 20,550 45,297
FLEX LTD 11,315 41,815
FOMENTO ECONOMICO MEXI 16,621 27,264
FORTESCUE METLS 89,948 87,515
FORWARD AIR CORP 15,624 39,589
FRANKLIN ELECTRIC CO 73,843 139,057
FTI CONSULTING INC 2,029 2,633
FUJITSU LIMITED 49,095 65,937
GE AEROSPACE 13,039 36,068
GEELY AUTOMOBL HLDG 44,247 71,345
GEN DIGITAL INC 36,678 66,636
GENERAL MOTORS CO 30,664 57,814
GENMAB A/S 32,666 31,175
GENPACT LIMITED 51,051 74,041
GENWORTH FINL 21,042 53,641
GIBRALTAR INDUSTRIES 20,090 31,004
GILEAD SCIENCES INC 88,673 136,093
GMS INC 33,803 63,923
GOLD FIELDS LTD 1,691 2,594
GOLDMAN SACHS GROUP 19,709 75,463
GRANITE CONSTRUCTION 24,281 134,944
GRIFOLS SA 16,408 16,860
GRUPO AEROPORTUARIO DE 61,631 86,366
GRUPO FINANCIERO BANOR 15,751 18,877
HAEMONETICS CORP 13,817 23,005
HALOZYME THERAPEUTIC 19,126 27,378
HANG SENG BANK LTD 51,800 59,707
HANOVER INSURANCE 6,665 12,046
HARTFORD FINL SVC GP 113,838 238,235
HAWKINS INC 13,579 46,944
HDFC BK LTD 39,652 44,128
HEALTH CATALYST INC 15,273 24,353
HEALTHEQUITY INC 16,006 29,142
HEIDRICK&STRUGGLES 20,723 47,616
HELEN OF TROY LTD FORMER 16,537 19,506
HELLO GROUP INC 16,030 17,781
HERC HLDGS INC 9,315 59,392
HERSHEY CO 94,548 123,115
HEWLETT PACKARD ENTERPRI 55,155 126,110
HITACHI LTD 69,341 248,635
HONDA MTR LTD 24,317 23,750
HORIZON BANCORP INC 17,720 33,818
HOVNANIAN ENTERPRS 8,130 24,183
HP INC. 48,516 92,897
HUDBAY MINERALS INC 46,193 100,298
HUNTINGTON BANCSHS 33,183 64,746
HURON CONSULTING GRP 32,310 101,441
IBM CORP 56,489 113,250
ICF INTERNTNL 48,237 108,777
ICICI BANK LTD 66,984 213,728
IES HLDGS INC 6,007 63,210
INDUSTRIAL & COMMERCIA 114,215 136,687
INFINERA CORP 5,176 8,137
INFORMA PLC 14,232 32,379
INFOSYS LTD 109,594 165,569
ING GROEP ADR REP 1 OR 21,331 48,111
INHIBRX BIOSCIENCES INC 1,480 1,679
INSIGHT ENTERPRISES 30,539 48,812
INSPIRE MEDICAL SYSTEMS 8,664 12,915
INSTALLED BLDG PRODS 15,884 41,631
INSULET CORP 14,070 23,743
INTEGRA LIFESCIENCES HLD 16,461 23,204
INTEL CORP 32,953 34,031
INTERFACE INC 15,968 26,258
INTERPUBLIC GRP COS 61,313 114,213
INTUIT INC 28,954 75,082
IRHYTHM TECHNOLOGIES INC 9,846 15,741
IRIDIUM COMMUNICATIONS I 1,637 1,962
IRONWOOD PHARMA INC 16,886 14,439
ITEOS THERAPEUTICS INC. 16,442 15,347
ITRON INC 14,828 30,462
JACKSON FINL INC 17,920 49,995
JACOBS SOLUTIONS INC 57,150 108,747
JD COM INC 56,007 81,077
JONES LANG LASALLE 28,824 86,144
JUNIPER NETWORKS INC 15,213 21,552
KB FINL GROUP INC 84,158 183,698
KB HOME 52,125 129,819
KBC GROUP NV 35,038 51,205
KBR INC 19,978 52,618
KFORCE INC 14,987 27,355
KOMATSU LTD 33,397 39,928
KONINKLIJKE AHOLD NV 69,566 77,656
KONINKLIJKE PHILIPS N 40,573 72,377
KORN FERRY 30,533 82,335
KORRO BIO INC 8,157 11,974
KROGER CO 39,638 64,012
KT CORP 8,234 11,798
KYNDRYL HLDGS INC 17 35
LANTHEUS HOLDINGS INC 15,560 22,942
LEIDOS HOLDINGS INC 16,461 33,411
LENOVO GROUP LTD 43,630 78,991
LESLIES INC 14,949 11,817
LI AUTO INC 30,039 30,003
LINCOLN NTNL CO 16,806 26,335
LIXIL CORP 16,010 15,486
LOCKHEED MARTIN CORP 49,653 76,764
LONGFOR GROUP HLDGS LT 16,092 14,361
LOWES COMPANIES INC 4,801 18,525
LPL FINL HLDGS 15,026 64,055
LUMEN TECHNOLOGIES INC 7,765 44,341
LVMH MOET HENNESSY LOU 86,666 114,978
LYNAS RARE EARTHS 7,663 7,659
MASTERCARD INC 23,584 58,623
MAZDA MTR CORP 58,547 53,345
MCKESSON CORP 32,859 141,413
MEDPACE HOLDINGS INC 2,474 7,494
MEDTRONIC PLC 75,683 82,819
MERCEDES-BENZ GROUP 183,950 178,104
MERCK & CO. INC. 116,057 153,883
MERIT MED SYS INC 18,753 48,210
MERITAGE HOMES CORP 69,798 151,519
META PLATFORMS INC 92,025 314,727
MICROSOFT CORP 394,176 821,089
MIDDLESEX WATER CO 37,062 38,672
MILLERKNOLL INC 15,923 21,017
MITSUBISHI ELECTRIC 17,402 29,070
MITSUBISHI ESTATE LTD 14,969 16,273
MIZUHO FINL GROUP INC 16,355 19,888
MOLSON COORS BEVERAGE CL 32,278 37,484
MOTOROLA SOLUTIONS 13,098 42,475
MR COOPER GROUP INC 18,320 83,376
MYR GROUP INC 17,684 78,003
NASPERS LTD 32,336 77,021
NAVIENT CORP 11,132 22,451
NETAPP INC 16,193 47,830
NETEASE INC 11,505 15,134
NEUROGENE INC 15,437 10,452
NEXTRACKER INC 44,169 43,731
NIKE INC 1,385 6,774
NIO INC 10,197 11,778
NIPPON TELEG&TELEPH 47,642 57,918
NOAH HOLDINGS LTD 29,364 51,444
NOKIA OYJ 21,030 27,539
NOMURA HOLDINGS 28,492 45,120
NORTHERN TRUST CORP 15,810 23,232
NOVA LTD 486 1,103
NOVARTIS AG 150,490 197,790
NOVAVAX INC 10,949 24,634
NOVO-NORDISK AS VORMAL 95,412 295,088
NTNL AUSTRALIA BANK 23,609 49,588
NVIDIA CORP 42,153 757,748
NV5 GLOBAL INC 20,220 35,251
OCEANEERING INTL INC 7,040 56,962
OLAPLEX HLDGS INC 16,381 19,777
OLD SECOND BNCP INC 16,885 24,478
OMNICELL INC 4,967 8,573
OMNICOM GROUP INC 91,843 196,223
ONO PHARMACEUTICAL 27,809 23,017
ORACLE CORP 26,292 93,529
ORANGE 89,977 90,258
ORGANON & CO 15,903 15,695
ORIX CORP 47,874 82,020
ORKLA AS 30,773 39,252
ORMAT TECHNOLOGIES 90,977 132,551
ORSTED AS 69,762 85,054
OWENS CORNING FIBERGLAS 17,592 38,451
PACIRA BIOSCIENCES INC 16,266 17,400
PALOMAR HLDGS INC 15,028 30,432
PANASONIC CORP 45,615 49,610
PARSONS CORP 47,950 147,222
PAYPAL HOLDINGS INCORPOR 16,248 23,775
PEARSON PLC 19,073 46,062
PEOPLES BANCORP INC 23,734 44,552
PERIMETER SOLUTIONS 637 1,946
PFIZER INC 36,862 35,724
PING AN INS GROUP CO C 26,250 36,064
PINTEREST INC 19,084 32,260
PLDT INC 10,297 11,561
PLUG PWR INC 15,197 16,374
PNC FINL SERVICES 14,311 32,852
PRECISION DRILLING 25,081 33,227
PREFERRED BANK LA 23,606 69,804
PRIME MEDICINE INC 16,807 14,825
PRIMORIS SERVICES CO 12,533 57,592
PRINCIPAL FINL 38,313 86,219
PROCEPT BIOROBOTICS CORP 16,188 49,707
PROPETRO HOLDING CORP 18,685 38,766
PROSUS NV 31,241 59,486
PROTHENA CORP PLC 16,272 15,092
PROVIDENT FINL SVCS INC 20,909 38,079
PRUDENTIAL FINL 29,182 40,764
PTC THERAPEUTICS INC 6,229 13,691
PUBLICIS SA NEW 64,360 160,619
PUBMATIC INC 3,553 4,562
QCR HOLDINGS INC 34,724 121,585
QIFU TECHNOLOGY INC 21,889 56,441
QUALCOMM INC 23,045 49,461
QUIDELORTHO CORP 1,281 1,312
QUINSTREET INC 5,794 11,754
RADIUS RECYCLING INC 23,984 32,921
RECURSION PHARMACEUTICAL 15,522 16,883
REINSURANCE GP AMER 16,181 27,865
REMY COINTREAU SA 44,668 39,277
RESMED INC 14,331 25,898
RIOT PLATFORMS INC 15,947 14,231
ROCHE HLDG AG 53,473 49,866
ROYAL BANK OF CANADA 64,900 115,491
ROYAL KPN NV 17,928 28,676
RPC INC 13,271 21,748
RYERSON HOLDING CORPORAT 12,155 25,649
S&P GLOBAL INC 45,990 98,232
SALESFORCE INC 59,967 149,815
SALLY BEAUTY HOLDING 22,971 36,761
SANOFI SA 18,772 19,396
SAP SE 73,303 192,931
SCANSOURCE INC 16,194 28,683
SCHNEIDER ELECTRIC SA 154,144 329,017
SCIENCE APPLICATIONS 15,912 25,720
SEKISUI HOUSE LTD 97,767 124,862
SENDAS DISTRIBUIDORA S 65,324 54,893
SERVICE NOW INC 27,596 76,609
SEVEN & I HLDG CO 58,031 93,937
SHERWIN WILLIAMS CO 43,567 75,506
SHINHAN FINL GROUP CO 69,166 100,964
SHIONOGI & CO LTD 28,105 28,840
SHOALS TECHNOLOGIES GROU 31,286 29,754
SI-BONE INC 7,492 8,760
SIEMENS AG 52,501 75,101
SIGA TECHNOLOGIES INC 3,565 5,191
SIGNET JEWLERS LTD 15,381 31,262
SJW GROUP 18,941 20,282
SK TELECOM CO LTD 28 24
SOCIEDAD QUIMICA Y MIN 52,644 56,575
SOCIETE GENERALE 43,518 70,834
SOLAREDGE TECH 31,544 34,239
SOMPO HLDGS INC 15,850 20,835
SONOVA HOLDING AG 29,717 44,713
SONY GROUP CORP 23,315 30,075
SOTERA HEALTH CO 6,386 10,352
SPARK NEW ZEALAND LTD 103,857 97,603
SPROUTS FARMERS MARK 17,781 112,307
STAAR SURGICAL CO 15,840 15,452
STAGWELL INC 14,957 24,932
STANTEC INC 38,621 111,647
STARBUCKS CORP 9,817 23,668
STATE STREET CORP 63,378 108,755
STEELCASE INC 21,485 36,840
STELLANTIS N V 55,509 60,364
STERLING INFRASTRUCTURE 6,102 88,086
STMICROELECTRONICS NV 33,953 32,105
STONECO LTD 14,963 14,087
STRIDE INC 14,745 44,565
SUMITOMO METAL MNG CO 16,257 13,369
SUMITOMO MITSUI FINL00 15,889 40,431
SUMITOMO MITSUI TRUST 10,897 17,811
SUNOPTA INC 7,904 16,880
SUNRUN INC. 26,046 27,707
SUTRO BIOPHARMA INC 14,842 9,760
SWIRE PACIFIC LTD 15,876 20,155
SWISS RE LTD 91,066 153,287
SYNCHRONY FINL 21,697 48,614
SYSMEX CORP 0050 5,165 6,362
TAIWAN SEMICONDUCTR 302,642 703,370
TAPESTRY INC 21,310 78,535
TARGET CORP 25,422 31,225
TAYLOR MORRISON HOME 26,615 70,620
TD SYNNEX CORP 15,266 27,844
TE CONNECTIVITY LTD 2,966 4,685
TECHNIPFMC LTD 27,258 125,104
TEGNA INC 30,992 50,191
TELEFONICA BRASIL S. 64,491 68,972
TELEFONICA SA 63,522 82,432
TENCENT HOLDINGS 88,923 126,936
TENCENT MUSIC ENTMT GR 28,691 78,410
TESLA INC 70,925 193,635
TETRA TECH INC 32,226 76,171
TEVA PHARMACEUTICAL IN F 16,226 28,492
THE CIGNA GROUP 96,372 202,004
THE ODP CORP 16,880 21,905
THERMO FISHER SCNTFC 19,675 28,600
THOMSON REUTERS CORP 115,464 239,332
TIM SA ADR 49,501 53,058
TOKIO MARINE HOLDINGS 4,522 9,608
TOKYO ELECTRON LTD 44,944 82,127
TOPBUILD CORP 26,741 64,456
TOYOTA MOTOR CORP 83,503 94,870
TRAVEL + LEISURE CO 25,964 46,931
TRAVELERS COMPANIES 42,365 103,490
TREASURY WINE ESTATE 43,742 45,066
TRIP COM GROUP LTD 31,120 90,575
TRUPANION INC 5,167 10,129
TURKCELL ILETISIM HIZM 15,524 41,007
TWIST BIOSCIENCE CORP 16,038 57,442
UBER TECHNOLOGIES INC 17,077 41,377
UBS GROUP AG 78,345 259,140
UNITED MICROELECTRONIC 60,402 60,939
UNITED NATURAL FOODS 15,458 28,852
UNITED UTILTIES 18,525 22,185
UNITEDHEALTH GRP INC 20,690 55,528
UNITI GROUP INC 771 1,082
UNIVERSAL DISPLAY CO 21,007 30,930
UNIVEST FINL CORP 15,866 26,710
UNUM GROUP 32,275 91,819
UPWORK INC 12,319 23,317
US BANCORP DEL 16,721 27,924
V F CORP 15,842 25,146
VALEO SE 29,327 20,188
VALVOLINE INC 11,362 23,270
VERALTO CORP 134 216
VERICEL CORP 2,020 6,279
VERISK ANALYTICS INC 2,159 3,531
VERIZON COMMUNICATN 67,119 79,945
VERTEX PHARMACEUTICA 51,489 104,393
VESTAS WIND SYS AS UTD 117,456 104,733
VICTORIAS SECRET & CO 16,118 34,024
VIPSHOP HLDGS LTD 33,534 64,410
VISA INC 49,212 115,949
VITAL FARMS INC 13,032 36,487
VODAFONE GROUP 38,649 41,486
VOLVO AB 15,222 24,120
VONTIER CORP 14,659 30,858
VSE CORP 15,811 42,683
WAL-MART DE MEXICO SA 17,996 17,252
WALGREENS BOOTS ALLI 13,412 13,413
WARNER BROTHERS DISCOVER 22 31
WEATHERFORD INTL 47,782 66,663
WEIBO CORP 26,464 33,053
WHEATON PRECIOUS METAL 19,658 32,100
WILLIAMS SONOMA 13,639 52,982
WIPRO LTD 164,096 247,467
WOORI FINL GROUP INC 116,736 158,221
WPP PLC NEW 39,711 59,590
WUXI BIOLOGICS CAYMAN 15,832 16,191
XPENG INC ADR 39,332 60,057
XYLEM INC. 74,244 140,693
YAMAHA CORP 15,945 16,688
YELP INC 24,994 48,004
ZALANDO SE 16,145 24,460
ZIFF DAVIS INC 38,986 49,611
3I GROUP PLC 97,387 298,453
8X8 INC 17,293 18,191
AMERICAN ASSETS TR INC 34,232 42,802
ARMADA HOFFLER PPTYS 6,783 9,404
AVALONBAY CMNTYS INC 88,185 125,442
BXP INC 2,589 3,608
DOUGLAS EMMETT, INC. 21,909 32,370
EMPIRE STATE REALTY TRUS 61,066 86,803
HIGHWOODS PPTY 39,469 63,784
IRON MTN INC NEW 17,754 83,601
KILROY REALTY CORP 55,443 81,606
MEDICAL PPTYS TR INC 6,536 8,135
PARAMOUNT GROUP INCORPOR 49,453 53,188
PIEDMONT OFFICE REAL 1,405 2,190
SCHWAB 0395 451,331 581,749

TY 2023 LegalFeesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 23,525 0   23,525


TY 2023 OtherAssetsSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CHARCO. NO. 4, LLC 919,041 602,716 619,369
CHARCO NO. 5 LLC 5,726,244 5,391,716 9,290,752
ACUMEN LATIN AMERICA EARLY GROWTH FUND LP 165,799 191,551 324,421
ASTANOR VENTURES II SCSP 152,943 244,350 218,017
AVANATH AFFORDABLE HOUSING RENAISSANCE FUND, L.P. 511,112 507,472 459,257
BUOYANT VENTURES FUND LP 88,660 109,935 94,290
IMPACT VENTURES III, L.P. 337,555 256,442 305,123
FARALLON CAPITAL PARTNERS, LP -1,122,410 -1,142,818 203,245
GENERATION IM GLOBAL EQUITY FUND, LLC 9,463,744 9,227,771 15,454,302
IMPACT AMERICA FUND III, L.P. 22,238 25,509 8,643
THE LYME CONSERVATION OPPORTUNITIES FUND LP 153,669 82,817 147,876
MEADOWLARK LANDS I, L.P. 323,205 419,031 366,710
MELOY FUND I, LP 183,736 179,208 384,492
MICROVEST II, LP 71,127 61,424 6,757
MICROVEST SHORT DURATION FUND, LP 1,089,885 171,386 50,695
MAD AGRICULTURE PERENNIAL FUND 1, LLC 4,675 -4,733 112,172
PLEXO CAPITAL II LP 80,694 72,276 214,523
RH CAPITAL FUND II, LP 124,422 172,007 140,252
ALIGN TMIF II ACCESS FUND, LP 145,716 148,112 148,112
SUSTAINABLE ASSET FUND III (US FEEDER), LP 261,519 338,879 338,879
CIRCULATE CAP OCEAN FUND I-B 51,988 57,888 177,332
UNOVIS NCAP FUND II CV 164,348 164,348 164,348
GREENBACKER RENEWABLE ENERGY CO II, LLC 500,000 500,000 559,239
REDF IMPACT INVESTING FUND -64,201 -111,886 135,625
EIP ELEVATE FUTURE FUND I LP 106,857 93,323 93,323
GENERATION IM SUSTAINABLE SOLUTIONS FUND IV (B), ILP 225,000 225,000 467,016
ALIVE EARLY GROWTH FUND II, LP 169,695 206,145 206,145
NEC FUND VI (OFFSHORE) LP 343,289 430,669 403,046
IMPACT ENGINE PRIVATE EQUITY FUND II, LP 80,447 91,587 96,366
OCEAN 14 CAPITAL FUND I SDSP 110,085 162,760 115,348
COMMUNITY EM CREDIT FUND I, L.P. 500,000 513,975 513,975
KIMPACT EVERGREEN REAL ESTATE INVESTMENT FUND, LP 750,000 739,928 736,901
LENDABLE SPC FOR AND ON BEHALF OF SEGREGATED INVESTMENT VEHICLE I, SP 500,000 481,854 505,485
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI REIT, L.P. 18,750 116,049 87,559
OWEESTA CORPORATION 250,000 248,750 250,000
DIRT CAPITAL PARTNERS 2023, LLC 62,500 180,357 132,900
ACUMEN CAPITAL MARKETS I LP 83,145 83,145 83,145
FARMLAND RENEWAL, LLC 69,832 69,832 51,651
GS VINTAGE FUND II OFFSHORE -112,953 -112,953 0
OASIS FUND S.C.A. LP 2,000,000 918,904 918,904
GENERATE CAPITAL 336,412 384,713 671,395
NEW CROP UNOVIS ALTERNATIVE PROTEIN FUND II 580,502 716,127 655,558
SOUTHERN PLAINS LAND TRUST 250,000 -16,171 250,000
AFRICA CONSERVATION AND COMMUNITIES TOURISM (ACCT) FUND 1,811 25,594  
ZEAL CAPITAL PARTNERS FUND II, LP 0 30,451 21,601
ILLUMEN CATALYST FUND, LP 0 140,854 158,574
BGA HORIZON FUND, LLC 0 420,421 420,421
GEF U.S. CLIMATE COLUTIONS FUND II 0 304,406 250,289
IMPACT ASSETS 0 250,000 250,000
BOSTON IMPACT INITIATIVE FUND II 0 250,000 250,000
INSPIRED EVOLUTION 0 109,710 77,347
MISCELLANEOUS INVESTMENTS   369,440 369,440


TY 2023 OtherDecreasesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Amount
NONDEDUCTIBLE EXPENSES 2,376
SYNDICATION COSTS 1,152


TY 2023 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 2,496 2,496   0
OFFICE SUPPLIES 10,722 0   10,722
INSURANCE 2,007 0   2,007
TELEPHONE 3,089 0   3,089
MEMBERSHIPS 44,585 0   4,485
PASSTHROUGH LOSSES/EXPENSES 859,738 859,738   0
PASSTHROUGH 110,901 110,901   0


TY 2023 OtherIncomeSchedule2
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 2,509 2,509 2,509
OTHER PASSTHROUGH INCOME 84,004 84,004 84,004
UBTI INCLUDED IN NIIT 202,753 0 202,753


TY 2023 OtherIncreasesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Description Amount
PRIOR PERIOD ADJUSTMENTS 409,364


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TY 2023 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   0
CALIFORNIA HARVESTERS INC   250,000 250,000 2018-06 2025-06 MONTHLY PAYMENTS OF ACCRUED INTEREST 7.0000000000 %   FINANCING   0
RURAL COMMUNITY ASSISTANCE CORPORAT   250,000 250,000 2018-09 2028-09 ACCRUED INTEREST PLUS OUTSTANDING 2.0000000000 %   FINANCING   0
CATCH INVEST VINEYARD FISH & FLEET   242,232 138,694 2020-01 2024-04 PRINCIPAL AMOUNT DUE WITH SIMPLE INTEREST 3.0000000000 %   SUPPORT MARTHA'S VINEYARD PRESERVATION   0
LOCAL INITIATIVES SUPPORT CORP   250,000 250,000 2020-01 2024-03   275.0000000000 %   FINANCING   0
REDF IMPACT INVESTING   250,000 250,000   2026-04   300.0000000000 %       0
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   0
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.   0

TY 2023 OtherProfessionalFeesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 451,242 451,242   0
PROFESSIONAL FEES 37,923 37,923   0
CONSULTING FEES 117,509 0   117,509


TY 2023 TaxesSchedule
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 38,066 38,066   0
STATE TAXES 26,419 0   0
PAYROLL TAXES 29,829 0   29,829


TY 2023 TransfersFrmControlledEntities
Name:
WOODCOCK FOUNDATION
EIN:
34-1606085
Name US /
Foreign Address
EIN Description Amount
CHARCO NO 5 LLC 32105 WOODSDALE LANE
SOLON,OH44139
46-1583080 CASH DISTRIBUTIONS FROM PARTNERSHIP 0
Total     2,174,308