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Form 590-PF Return of Private Foundation OMB No ,s

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Form 590-PF Return of Private Foundation OMB No ,s<soD5z a Section 4947(a)(7) Nonexempt Charitable Trust Treated as a Private Foundation 2001 Note The orgonbmtm may be able to use a copy d the return b satisfy state mooning mqW w tax ear beginning ~ , and ending fCWlll MYYIC57171G11 IYGIIICUIW C A Employer Identification number 58-2275952 B Telephone number (sea papa 10 of this Inistructiom) RooMSmte 706-323-6401 C If exemption application is pending, chock hem D 1. Foreign wgyumtnrs deck here 2 Foreign org meeting the 95% " o E if private foundation wens wait term Ion under section 507(bM1 xA), diedc hue /1ctfual F If the foundation is In a 60-rtianlh Oenm6atfon under section 507(bx1J(B) deck here (d) (b) NN irnestrnent (c) Adjusted net Disbursements M charitable hcM19 Ilrpne Purposes, ( cash basis o O 109 ?'A? Use we IRS Narrie of organization label THE WOODRUFF FAMILY FOUNDATION INC . Otherwise, NunEer and sheet P O box number d man is not delivered b smear addrass) print or type 2900 WARM SPRINGS RD . See Specific Instructions City °r town' state' and LP code COLUMBUS GA 31904 H Check type of orpan~hon SecLOn 501(cx3 exempt private foundation Section 4947 a 1 nonexem t char rtableb ble Wst Other taxable to founds' I Fair market value of all assets at J Acmun6ng method ~ Cash ~J end of year (from Part II, cot (c), [I Other (specify) line 16 " S 5 , 319 , 666 Pan I column d must be m cash bass peat, _ Analysis of Revenue and Expenses (The (a) Revenue and total of and . m ml (D). (c~ and (d) may rot nerossan'y equal expenselli per books the ornourds In column (a ) (see page 10 of the instructions )) t Conmbuuons, gift, grants, etc, received 110 , 00 Check 1 ~ d the foundation i5 nod required b alt- Stir B 2 Distributions from split-interest trusts 3 Interest on savings and temporary gash irnestrrents a nmnPnns and mirrrct frnm crnm6rs l 0 F 7 4 103,247 5a Grow rents A R b (Net rental income or (loss) Z a W Net gain a (loss) from sale of assets not on line 10 Z v b Gross sales Dice for a7 assets (~n-, 0 m Ana 6a y n 7 Capital gam net inc (from Part N line 2) 8 Net shat-term capital gain B 9 Income modifications ~ 70a Grins sales less rehirm; and allowances W b Less Cost of goods sold o c Gross profit or (loss) (an. schedule) ti 11 Other income (attach schedule) 12 Total Add tines 1 throug h 11 216 , 23-, A 73 Compensation of officers, directors, trustees, etc. d m t Other employee salaries and wages 1 5 P benefits n fia edule) 0 1 ullf Accounting fees (a ule) Stmt I P s In ot RM es Iscl, a t r r 17 InteresT 461 fall I 1-~ pit I t 18 he Instr) Stmit 2 1, 05i a 3 fall plebon n v 20 VO~pancy g 0 21 Travel, conferences, and meetings a E 22 Printing and publications x 23 Other expenses (attach schedule) Stmt 3 8 , d e 24 Total operating and administrative expenses n Add fines 13 through 23 4 122 e 25 Conenbuuons, gills, grants paid 214 75C s 26 Total expe nses and eubunamanHS nee fines 24 and Ys 218 872 27 Subtract fine 26 firm fine 12 a Excess of revenue over e:penxs and dlsbunemenb -^2 64C b Net Investment Income (A negative, enter -0-) . . :c..... . . +. .. i06 2-3-2- 0 : 2 , 985 2 , 985 -' . 214 .750
Transcript
Page 1: Form 590-PF Return of Private Foundation OMB No ,s

Form 590-PF Return of Private Foundation OMB No ,s<soD5z a Section 4947(a)(7) Nonexempt Charitable Trust

Treated as a Private Foundation 2001 Note The orgonbmtm may be able to use a copy d the return b satisfy state mooning mqW

w tax ear beginning ~ , and ending fCWlll MYYIC57171G11 IYGIIICUIW C

A Employer Identification number 58-2275952

B Telephone number (sea papa 10 of this Inistructiom)

RooMSmte 706-323-6401 C If exemption application is pending, chock hem

D 1. Foreign wgyumtnrs deck here

2 Foreign org meeting the 95% " o E if private foundation wens wait term

Ion under section 507(bM1 xA), diedc hue

/1ctfual F If the foundation is In a 60-rtianlh Oenm6atfon

under section 507(bx1J(B) deck here

(d) (b) NN irnestrnent (c) Adjusted net

Disbursements M charitable

hcM19 Ilrpne Purposes, (cash basis o

O

109 ?'A?

Use we IRS Narrie of organization

label THE WOODRUFF FAMILY FOUNDATION INC .

Otherwise, NunEer and sheet (« P O box number d man is not delivered b smear addrass)

print or type

2900 WARM SPRINGS RD . See Specific Instructions

City °r town' state' and LP code COLUMBUS GA 31904

H Check type of orpan~hon SecLOn 501(cx3 exempt private foundation Section 4947 a 1 nonexem t char rtableb ble Wst Other taxable to founds'

I Fair market value of all assets at J Acmun6ng method ~ Cash ~J end of year (from Part II, cot (c), [I Other (specify) line 16 "S 5 , 319 , 666 Pan I column d must be m cash bass

peat, _ Analysis of Revenue and Expenses (The (a) Revenue and total of and. m ml (D). (c~ and (d) may rot nerossan'y equal expenselli per

books the ornourds In column (a) (see page 10 of the instructions ))

t Conmbuuons, gift, grants, etc, received 110 , 00 Check 1 ~ d the foundation i5 nod required b alt- Stir B

2 Distributions from split-interest trusts 3 Interest on savings and temporary gash irnestrrents a nmnPnns and mirrrct frnm crnm6rs l 0 F 7 4

103,247

5a Grow rents A R b (Net rental income or (loss) Z a W Net gain a (loss) from sale of assets not on line 10 Z v b Gross sales Dice for a7 assets (~n-, 0 m Ana 6a y n 7 Capital gam net inc (from Part N line 2)

~° 8 Net shat-term capital gain

B 9 Income modifications ~ 70a Grins sales less rehirm; and allowances W b Less Cost of goods sold o c Gross profit or (loss) (an. schedule) ti 11 Other income (attach schedule)

12 Total Add tines 1 through 11 216 , 23-, A 73 Compensation of officers, directors, trustees, etc. d m t Other employee salaries and wages

1

5

P benefits n fia edule)

0 1 ullf Accounting fees (a ule) Stmt I

P s In ot RM es Iscl, a t r r 17 InteresT 461

fall I 1-~

pit

I t 18 he Instr) Stmit 2 1, 05i a 3

fall plebon n v 20 VO~pancy g 0 21 Travel, conferences, and meetings a E 22 Printing and publications

x 23 Other expenses (attach schedule) Stmt 3 8 , d e 24 Total operating and administrative expenses n Add fines 13 through 23 4 122 e 25 Conenbuuons, gills, grants paid 214 75C s 26 Total expe nses and eubunamanHS nee fines 24 and Ys 218 872

27 Subtract fine 26 firm fine 12 a Excess of revenue over e:penxs and dlsbunemenb -^2 64C b Net Investment Income (A negative, enter -0-)

..:c..... .. +...

i06 2-3-2- 0 :

2 , 985

2 , 985 -' . 214 .750

Page 2: Form 590-PF Return of Private Foundation OMB No ,s

rORfl`JJU-ViLWl inn YIVVLICVI'C PHl~I1LZ CVVIVLH11V1V 11V1. . 70-6G/777L Yd L

<Part,iI � Balance Sheets ""atlie°sdvad"p'a"°a"'°'°""""'e°Las°'p"°"oDk°"" Beginning of r Endm r shoum be for mnd~of-Year amounts orN (See ns 1 a Book Value b Book Vahe c Fm Market Value

1 Cash-non-mterest-beanrg 2 savings and temporary cash investments 5 ; 469 2 , 829 2 829 3 Accounts; receivable

Less allowance for doubtful accounts 4 Pledges receivable

Less allowance for doubtful accounts 5 Grants receivable 6 Recervabks due from officers, directors . trustees. and other

disqualified persons (attach schedule) (see page 15 0l the instructions)

A 7 Other notes 8 bans receivable " ; ;s-~~ �,.� , � , `s Less allowance for doubtful accounts

e s 8 Inventories for sale « use t 9 Prepaid expenses and deferred charges s 10a 1rnestrnerrtw 5 and state poveruriern oOiTatnrn (ea Schedule)

. b Investrnents-corporatestock (attachschedule) Stmt 4 16 , 870 16 , 870 5 , 316 , 837 c Investrnent5torporate bonds (attach schedule)

t 71 Investments-lard, buildings . 8 equipment basis Less accumulated depreciation

72 Investments-mortgage loans 73 Investments-other (attach schedule) 14 land, buildings, and equipment. bass , �;:;~ .

Less accumulated depreciation 110. 75 Other assets (descnbe 1110. 16 Total assets (to 6e completed by an filers-see page 16 W

u,emswcuonswsosee page 7 item 122 339 r 19 . 699 5 , 319 , 666 17 Accounts payable and accrued expenses 18 Grants payable ''`° V' a

b 19 Deferred revenue .. s YO loans from officers, directors, trustees, and other disqualified persons '-R~'^~' = =m 21 Mortgages and other notes payable fact sCi 22 Other fabilNes (describe

a 23 Total liabilities add lines 77 through 22 0 0 ;r°N Organtratlons that follow SFAS 117, cheek here .'` :° a y %"~~~' ̀~

U i GiE S t and complete lines u through zs and Ones 30 and 77 . A 24 UnresNtted

25 Temporarily restricted j 26 Permanently restricted s Orpantratlons that do not follow SFAS 177, check here

and complete lines 27 through 37 F 27 Capital stadc,trust pnnapal,orcurrent funds 22 , 339 19 , 699 n 28 Paid-in a capital surplus, a land, bldg , and equipment lord Ta .~ ~~,`,~^a

29 Retained earnings . accumulated income, endowment, a other funds 30 Total net assets w fund balances (see page 17 of the

a instructions) 22 339 19 699 c 31 Total liabilities and net asseWfund balances (see page 17 M °a the mstructons ) 22 , 339 :L

~Part)Ilm Analysis of Changes in Net Assets or Fund Balances

1 Total net assets a fund balances at beginning of year-Part 11, column (a), line 30 (must agree with end-of-year figure reputed m prior years return) 7 22 , 339,

2 Enter amount from Pan 1 . One 27a 2 -2 , 640 3 Other increases not included m We 2 (ilemm) " 1 4 Add lines 1, 2, and 3 4 19 , 699 5 Decreases rat included m Gne 2(demize) " ~ 5 r

i r

DM Fmin 990-PF (zoo,)

Page 3: Form 590-PF Return of Private Foundation OMB No ,s

(a) List an0 describe ft kinds) M W ap=esola (e 9 real estate . 2 stay brick waietdae, v mmrtid+ 200 sRS MLC CO )

2/31/69 W Gaint (CoL (h) qaln mimn

(k) Excess of Col (1) cal. (k), but not less than -o-) or 01 Adjusted basis as a( 77137169

(I) F M V as of 1?l!t/69

Was the organization table for we section 4942 tax on the dstributable amount of any year m the base period? Yes No

If 'Yes'the acanizaiwn does not qualify under section 4940(e~ Do not complete this part 1 Enter the aooroonate amount m each column for each year. see oaoe 18 0l the instructions before making any entries

Ibl I (C) Adjusted qualifying eumawoCn rot rage a norcharitable-use assets

B I L14, /7U 8 Enter qualifying distributions from Part XII, fine 4

If fine 8 s equal W or greater than fine 7, check the box m Part VI, fine 1b, and complete that part using a 7% tax rate See the Part VI instructions on page 18

onn Form 990-PF (2aoi)

(e) Gross saNS pnce (1) Depreciation allimed

(b) HowaWUreC (c) Date acquired (d) Date sold Pfuad+ase I (mo . day. R 1 I (ma day, Yr)

(9) Cost w attcr bans I (h) Gam a (loss)

2 Capital gain net income a (net capital loss) I( gain, also enter m Part I, line 7 If (kiss). enter -0- in Pan I, hne 7

3 Net short-term capital gain w (loss) as defined in sections 1222(5) and (6) If gam, also enter in Part I, Ime 8, column (c) (see pages 13 and 17 of the instructions)

(For optional use by domestic private foundations subject to the section 4940(x) tax on net investment mmme

I( section 4940(d)(2) applies, leave this part blank

Z Total of line 1 . column (d) 3 Average distribution ratio for the 5-year base period-divide the brat on line 2 by 5. or by

the number of years the foundation has been m ewstenoe d less than 5 years

4 Enter the net value of froncharAable-use assets (or 2007 from Part X, fine 5

5 Multiply fine 4 by fine 3

8 Enter 1% of net Nvestrnent insane (1% of Part 1, line 27b)

7 Add Gnes 5 and 6 L

Page 4: Form 590-PF Return of Private Foundation OMB No ,s

Pace 4 vctlons

.,.m _, _ ., . . . . %F

t 1 032

1a Exempt operating foundations described m sedan 4940(dx2), check here 1 U and enter 'N/A' on fine 1

Dale of ruling letter (attach copy a ruling letter H necessary-see Instructions)

b Domestic organizations that meal the section 4940(e) requirements in Part V, check

here " 0 and enter 1 % of Part I, Ime 27b

C N o1M Oomestc a9aitz30an mtv 2% of 1na 27D FsemFt fpeft;, orgmftaWns enter 4% of Part I . the 12 Cot (D)

2 Tax under section 511 (domestic section 4947(ax1) trusts and taxable foundations only Others enter -0-)

3 Add lines t and 2

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)

5 lax based on Investment Income Subtract line 4 from line 3 II zero a less, enter -0-

6 CrediL4Paymenls

a 2001 estimated tax payments and 2000 Overpayment credited to 2001 6a 88 !

b Exempt forego orpanmlrons-lax withheld at source 6b

c Tax paid with appGphm for extension of tune to fee (Form 8868) 6c

d Backup withholding erroneously withheld 6d

7 Total credits and payments Add fines 6a through 6d

8 Enter any penalty for underpayment of estimated tax Check here Q d Form 2220 a attached

9 Tax due. If the total of lines 5 and 8 s more than line 7, enter amount owed 10.

70 Overpayment II tine 7 is more than the total of fines 5 and 8, enter the amount overpaid DO.

77 Enter the amount of tine 10 to be Credited to 2002 estimated tax 1 I Refunded

1a During the tax year, did the organization attempt b influence any national, stale, a local legslauwn a did - Yes No it participate a intervene in any political campaign? Is

X

b DO R spend more than $100 during the year (enter directly or indirectly) for political purposes (see page 19 of the mstructwns far definRion)? 1b X

If the answer s 'Yes' to to a tb, attach a detailed description of the activities and copies of any materials published a distributed by the organization m connection with the activities

c ua me organization nle Form 7120-POL lot this year? te` V ' ^ X

d Enter the amount (if airy) of tax on political e~endRUres (section 4955) Imposed during the year v $ (Y) On organization managers " S (1) On the organization 11-

e Enter the reimbursement (A any) pant by the organization during the year !w political expenditure tax imposed on organization managers 1 $ ' 7

Z Has the organization engaged In any activities that have not previously been reported to the IRS? 2 M M + ~ X If 'Yes.' attach a detailed description of the activities e

3 Has the organization made any changes, not previously reported fn the IRS, m it governing instrument, articles .�:3 01 incorporation, a bylaws, a other similar InsWments7 If -Yes,* attach a conformed copy of the changes , 7 ^X

4a Did the organization have unrelated business gross income 0151,000 a more during the year? 4a X b It 'Yes,' has e filed a tax return on Form 990-T for this yeah N/A 4b 5 Was there a liquidation. lamination . dissolution, a substantial contraction during the year? 5 X

If 'Yes.' attach the statement required by General Instruction T 6 /4e the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either

By language in the governing instrument or By state legislation that effectively amends the governing instrument so that no mandatory directions Nat conflict with the stall law remain N the governing instrument? 6 V X

7 Did the organization have at least 55 .000 m assets at any lone during the year? If 'Yes: comde7e Part 11 . cd (c). ant Pat XV

Be Enter the states to which the foundation reports a with which n s registered (see papa 19 of the "r°' instructions) t GA i

b It the answer is 'Yes" to line 7, has the organization furnished a copy of Farm 990.PF to the Attorney General ��, ~`w,� (w designate) of each state as required by General Instruction G7 I('NO; atL explanation ~Bb X -

9 Is the organization claiming status as a private operating foundation within the meaning of section 4942Qx3) a 4942Q)(5) far calendar year 2(101 a the taxable year beginning N 2001 (see instructions for Part XN on page 25)4 II Yes; complete Pan XN ~9~ X

to Did my oenms eeou,b substantial mnmwtus during the tax yearn n -re,; an s scn rising uev ~ ~ a mar S tint 5 tor X 71 Did the org comply with the public inspection requirements for r~ annual returns d exemption application? 11 I X

web site address (see instructions for One 11 ) IN. 12 rnebooks aremcare ol 1 GEORGE WOODRUFF JR . ieiephmeno 1 706-323-6401

Looted at " 2900 WARM SPRINGS ROAD ZIP " 4 . 31904 13 Section 4947(aH 7 ) nonexempt charitable trusts fifvig Form 99aPF m lieu of Form 1061 heck here

and enter the amount of tax-exempt interest reserved or accrued during the year " l 13 one TOT 147 Form ssarF aoo,>

J

r

Page 5: Form 590-PF Return of Private Foundation OMB No ,s

onn

rQliiy9Vrritwl/ inn nyyuayrr ref1711li ryyayunilya" .1aYl. ao-cc~777c raqeD

i .Part VII-B - Statements Regarding Activities for Which Form 4720 Ma Be Required

File Form 472011 arty Item b checked In the -Yes' column, unless an exception applies `~V Yes No

7a During the year did the organization (either directly or indirectly)

(1) Engage N the sale a exchange, a leasing of property with a disqualified person? Yes No

(2) Borrow money from. lend money b. w otherwise extend credit to (w accept it from) 5<=~~ ' ~ V y ~"f a disqualified person? Yes No

(3) Furnish goods, services . a facilities to (a accept them from) a disqualified person? ~ Yes ~ No

(4) Pay compensation b, a pay or reimburse the expenses M, a disqualified person? Yes No

(5) Transfer any Nmme w assets to a disqualified person (or make any of either available

for the benefit a use o1 a disqualified person)? Yes No

(6) Agree b pay money a property b a government official? ( Exception Check 'No'

A the organization agreed to make a grant b or to employ the official for a period

after termination of government semce, d termmahng within 90 days ~ ~ Yes ~ No 'W` i b If any answer is "Yes" to t a(1 }(6), did any of the ads fail to qualify under the exceptions described m Regulations , ;

section 53 4941(4)-3 a in a current notice regarding disaster assistance (see page 20 0l the instructions)? N/A 11; ^

Organizations relying on a current notice regarding disaster assistance check here 1 Q

e Did the organization engage m a prior year m any of the acts described In 1 a, other than excepted acts,

that were not corrected before the first day of the tax year beginning m 20017 1 c X

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organ tan was a private

operating foundation defined m section 4942Qx3) a 49420)(5)) � c ̂ ` `, ;̂' a At the end of tax year 2001, did the organization have any undistributed income (lines 6d '

and 6e, Part XIII) for tax year(s) beginning before 20017 Q Yes ~ No .,~z ~~ ra

II -Yes .' list the years " 20 , 19 , 19 , 79 V

b Are there any years listed to 2a for why the organization is not applying the provisions of section 4972(a)(Z)

(relating to incorrect rdlua4rn of assets) in the years undistributed moans? (I( applying section 4942(a)(2)

to ail years listed, answer "No" and attach statement-see peps 20 of the instructions N/A 2b

c If the provisions M section 4942(a)(2) are being applied b arty of the years listed in 2a, list the years here

t 20 , 19 , 19 , 19

3a Did the organization hold more than a 2% direct a indirect mtuest m any business

enterprise at any time during the year? Yes No =3

b If 'Yes .* did it have excess business holdings m 2001 as a result of (7) any purchase by the organization

a 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)) b dispose of holdings acquired by gift or bequest, or 13)

the lapse of the 1o-, 15, a 20-year first phase holdup period? (Use Schedule C, Forth 4720, to determine -�aa

if the organization had excess business holdings m 2001 ) N/A 7b `,

4a Did the organization Invest during the year any amount In a manner that would jeopardize its charitable purposes? 4a X

b Did the organization 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 fax year beginning In 20011 4b X

Sa During the year did the organizatiori pay or Incur any amount to (7) Carry on propaganda, a otherwise attempt to influence legislation (section 4945(e))7 O Yea ~ No

(2) Influence the outcome of any specific public election (see section 4955), or to pity

m, directly w indirectly . any ester registration drive? 8 Yes ~ No ~'~.° :w =~ (3) Provide a grant to an individual for travel, study. w other similar purposes? Yes No °~~s r ° , ~ei 'w< . .r (0) Provide a grant to an organization other than a charitable . etc, organization described

m section 509(aNl) . (2). a (3). a section 4990(dN2)4 0 Yea W No - °, �d

(5) Provide for any purpose other than religious. charitable, scientific. literary, or a~F ~ �`V

educational purposes, or for the prevention of cruelty to children a animals? a Yes

b II any answer is 'Yes' to Sa(1 )-(5), did any of the transactions tai b qualify under the exceptions described m

Regulations section 53 4905 a m a anent notice regarding disaster assistance (see page 2(1 of the instructions)? N/A 5b

Organizations relying on a current nonce regarding disaster assistance check here 1 0 yF ~,s <yN ,

e If the answer is 'Yes" to question Sa(4), does the organization dawn exemption ban the tax because d maintained expendiNre responsibility for the grant? N/A [I Yes a No ~ ?; =°~" V ~T

If 'Yes.' attach the statement required by Regulations section 53 49qS5(d)

W Did the organization, during the year . receive wry funds. directly or indirectly . to pay ~~w~',-«" ` y~ V 3

premiums on a personal benefit contract? ~ Yea ~ No = ey " . ,:'

b Did the organization. during the year, pay premiums, directly a indirectly, on a personal benefit contract? 6b , s X I( you answered 'Yes" l0 6b also fee Forth 8870

Form V990-PF (zaoi)

Page 6: Form 590-PF Return of Private Foundation OMB No ,s

Form99aPF(2oo1) THE WOODRUFF FAMILY FOUNDATION, INC . 58-2275952 Page 6

?'Part y~~ ;t " Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, __.1 r_....., ........

(b) Inun~~ee~kp I (11t (a) Mane aid address

See Statement 6

Part (X,A a; Summary of Direct Charitable Activities

Expases Lu1 use rwNafwn"s rov largest aired awtaMa aawmes euNq the lea year IrcLm relavarn statistical 4Xmnauon such as the mvnber

t N/A

z

3

4

DM ram 990-PF (saoI)

2 Compensation of five highest-paid employees (other than those Included online tees page 21 of the instructions) If none. enter "NONE "

(D) Tit6 aM averapa (0) CarMMrtnrs b (a) Name and aaaess a each employee paid mope u~ sso .ooo I a ~ ~n'`vm m~ I ~°~ ~°"'~"°" I vmm peri s atbnm °~ae I ~°~waeoY.a~

mperisatbn

None

3 Five hlghesUpald Independent contractors for professional services-I[see page 21 of the Instructions) If none, enter ...n ..~ -

None

Page 7: Form 590-PF Return of Private Foundation OMB No ,s

=1313111 1X � Minimum Investment Return (All domestic foundations must complete this part . Fore see page 22 of the instructions )

1 Fair market value W assets not used (or held for use) directly in carrying out chantable, etc, purposes Average monthly lair market value of securities Average o! mouthy rash balances Fair market valve of a0 other assets (see papa 23 of the instructions) Total (add fines Ia . b, and c) Reduction claimed for blockage a other factors reported on tines 1 a and 1c (attach detailed explanation) 7e Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line 1d Cash deemed held for chanlable activities Enter 1 12% of Ime 3 (for greater amount, see page 23

Net value M noncharilable-use assets Subtract line 4 from line 3 Enter here and on Part V. line 4

11

89 .988 5,909 .212 +'

295 .461 5

F�Par! XP~ DisVibutable Amount (see page 23 of the Instructions) (Section 4942Qx3) and OX5) private operating foundations and certain fore ig n organizations check here 1 and do not complete this pa rt

1 Minimum investment realm from Part X, line 6 1 295 , 461 2a Tan on Investrnenl income (or 2001 from Part VI, line 5 7a 1 , 032 b Income fax for 2001 (This does not include the fax horn Part VI ) 2b c Add lines 2a and 2b se~ 1 , 032 3 Dsenbutable amount before adjustments Subtract line 2c from line 1 1 294 , 429 4a Recoveries of amounts treated as qualifying distrIburtions 4, b Income distributions Gom section 4947(ax2) trusts 4b c Add Ones 4a and 4b ,A4e' 5 Add fines3afM4c 5 294 , 429 6 Deduction from dstribufable amount (see page 23 of the msW cUOns) 6 7 Distributable amount as adjusted Subtract One 6 from line 5 Enter here and on Part X111,

One 1 7 294 .429

,,PartXlf '_ Qualifying Distributions (see page 24 of the instructions)

7 Amounts pad (including admmatraWe expenses) b accomplish charitable, etc, purposes � a Expenses, contributions . gifts, etc -rural from Pan I, column (d), fine 26 1a~ 214 . 75 0 b Program-reWted Investments-Total from Part U(-B 7b 2 Amounts paid b acqurte assets used (a held for use) directly m carrying out charitable. etc .

purposes 2 7 Amounts set aside for spastic diantable projects that satisfy the a Suitability test (pnor IRS approval required) 3a b cash distribution lest (attach the required schedule) 3b 4 Qualifying distributions Add lines 1a through 3b Enter tiara and on Part V, line 8, and Part XIII, line 4 4 214 750 5 Organmtrons that qualify under sec4on 4940(e) for the reduced rate of tax on net investment

mmme Enter 1 % of Part 1, fine 27b (see papa 24 d the mstrucLOns) 5 1 032 6 Adjusted qualifying distributions Subtract line 5 from line 4 ~ 6 ~ 213 . 718

Note The amount on fme 6 will be used m Part V, cdumn (b), in subsequent years when calculating whether the foundation qualifies for the section 49EO(e) reduction of tax m those years

oa+ Form 990-PF (2w,>

2

/J omer progrSrv+emkA Mvesbrenns See papa 22 d Cue mtncUOru

3

a b t d e

2 7 4

Page 8: Form 590-PF Return of Private Foundation OMB No ,s

Form99dPF(nlot) THE WOODRUFF FAMILY FOUNDATION, INC . 58-2275952 Page e

~_Pa XIIt . Undistributed Income (see page 24 of the instructions)

1.1 1b1 Icl (d "

7 DsV3utable amount for 2001 from Part XI . Gne 7

2 Undistributed insane, A any, as of the end of 2000 a Enter amount for 2000 only

-b Total for poor years 19 - .19- 119 3 Excess dstrbWOns carryover, A any, to 2001 a From 1996 b From 1997 c From 1998 d From 1999 e From 2000 f Total of Goes 3a through e

4 Qualifying distributions (or 2001 from Part Al . lme4 1111$ 214,750 J

a Applied to 2000, but not more than One 2a b Applied in undistributed income of error years

(Election required-see page 25 of the instructions) c Treated as distributions al of corpus (Election

required-see papa 25 of the instructions) d Applied to 2001 distributable amount e Remaining amount distributed out of corpus

5 Excess datrbutrons carryover applied to 2001 (if nn a~nl annoam m mhjmnlA1 the

same amount must be shown In column (a) )

6 Enter the net total of each column as Indicated baton

a Corpus Add times 3f, 4c, and 4e Subtract fine 5 b Prior years' undistributed income Subtract

line 4b from line 2b e Enter the amount of prior years' undistributed

mcwne for which a notice of deficiency has been slued, a m which the section 4942(a) tax has been previously assessed

d Subtract tine 6c from line 6b Taxable amount-see page 25 of the Instructions

e Undistributed Income for 2000 Subtract fine 4a from fine 2a Taxable amount-sea page 25 of the instructions

f Undistributed Income for 2001 Subtract fines 4d and 5 from line 1 This amount mull be dsNbuted m 2(102

7 Amounts treated as distributions out of corpus to satisfy requirements Imposed by section no(o)(+)(e) w asez(eN3) (see pays 23 of the instructions)

8 Excess distributions carryover hen 1996 trot applied m fine 5 or line 7 (see page 25 iro of the instructions)

9 Easels distributions wrtywer l0 2002 Subtract Ones 7 and 8 from line 6a

10 Analysis of line 9, a Excess from 7997 b Excess from 1998 c Excess ham 1999 d Excess ban 2000

w; ^~kiQ +~ ~y°..w~~.

R.?~= °

282 . 869

Y', , "

S ^4k

-`I ">k

r"~='H

_c .

'~--- 294 .429

203 , 190

`4

` ~ � F

a

n '3 ,..x . .3

� ~ '' ^ ".F

` 11- 1 _5 s

F �M..,.. ..,...

m~;t

FF ;,r = T

,. . ~ (cM`

Page 9: Form 590-PF Return of Private Foundation OMB No ,s

d My restrictions a 6m`IaWns on awards, such as by geog2phinl areas, charitable fields, kinds of mstuWUOns, mother factors N/A

pqq Fam 99o-PF (2001)

to I( the foundation has reserved a ruling w delermmahon letter that d Is a private operating

foundation, and the ruling s effective for 2001, enter the date of the ruling 1

b Check box to I ndicate whether the organization s a private operating foundation described m section

2a Enter the lesser olthe adjusted net income from Part I or the minimum investment return from Part X (or each year fisted

b 85% of fine 2a c Qualifying distributions from Part %1I,

tine 4 for each year fisted d Amounts ircsudee m era 2c not uNd directly

for active conduct of exeMPI activities

e Qualifying distributions made directly

for active conduct of exempt acW-

i6es Subtract fine 2d from line 2c

3 Complete 3a, b, or c for the alternative test relied upon

a 'Assets' alternative lest-enter

(1) Value of all assets (2) Value of assets qualifying under

section 4942OX3)(BXI) b "Endowment" alternative test-Enter

213 of min investment return shown in Part %, line 6 for each year fisted

c 'Support' alternative lest-enter

111 Tnlal nmrrvt nthpr than moss

investment income (interest, dividends, rents, payments on securities loans (section 512(aX5)), or royalties)

(2) Support from general public and 5 a more exempt organizations as provided m section 49420)(3XBXih)

(7) Largest amount of support from an exempt aganizahon

Pas! JIM_ Supplementary Information (Complete this part only if the organization had E5,000 or more in assets at anytime during the year-see pane 26 of the instructions.)

1 information Regarding Foundation Manager. a List any managers of the foundation who have contributed mot than 2% of the total contributions reserved by the foundation

before the dose of any tax year (but only A they have contributed more wan E5,000) (See sectqn 507(d)(2) )

b List any managers of the foundation who own 10% a more W the stock of a corporation (man equally large portion of the ownership of a partnership a other entity) of which the foundation has a 10% a greater interest

2 Information Regarding Contribution, Grant, GM Loan, Scholarship, ete, Programs Check here 1 O if the organization only makes contributions b preselected charitable organizations and does not accept

unsolicited requests for funds If the organization makes gifts, grants, etc (see page 26 M the instructions) to mdrviduaLs a

organizations under other conditions, complete items 2a b c and d a The name, address, and telephone number of the person to whom apDfiohons should be addressed

N/A

b The form m which applications should be submitted and mforma6m and materials they should include

c My submission deadlines

Page 10: Form 590-PF Return of Private Foundation OMB No ,s

rwniaarrrIcwiI Inn nyy~icucr rry7lua ryuayunalyay .lll. . ~o-cci077c rayer~u

~,~Part D(Y ' ' Supplementary Information (continued) 3 Grants and Contributions Paid Dunn the Year or A roved for Future Payment

u recipient b an iMivmdal. Foundation Recipient ~~daPro status w a~a ti��� ,

Name and address home or business a Paid during the year COLUMBUS CHALLENGE N/A 501(C)(3) COLUMBUS, GA CAPITAL CO STRUCTIO 20,000

UNITED WAY N/A 501(C)(3) COLUMBUS, GA G NERAL OPERAT NG BUDGE 15,000

BROOKSTONB SCHOOL N/A 501(C)(3) COLUMBUS, GA CAPIT CAMPAIG 2,500

COLUMBUS HOSPICE N/A 501(C)(3) COLUMBUS, GA GENERAL OPERATIN 1,000

TEEN CHALLENGE N/A 501(C)(3) COLUMBUS, GA GENERAL OPBRATIN 2,000

MUSCOGEE CTY- SP . OLYMPIC N/A 501(C)(3) COLUMBUS, GA GENERAL OPERATIN 1,000

BOY SCOUTS N/A 501(C)(3) COLUMBUS, GA GENERAL OPSRATIN 1,000

GEORGIA FELLOWSHIP N/A 501(C)(3) COLUMBUS, GA GENERAL OPERATIN 1,000

YOUNG LIFE N/A 501(C)(3) COLUMBUS, GA GENERAL OPBRATIN 10,000

GEORGIA FAMILY COUNCIL N/A 501(C)(3) COLUMBUS, GA GENERAL OPBRATIN 20,000

VALLEY RESCUE MISSION N/A 501(C)(3) COLUMBUS, GA GENERAL OP$RATIN 1,000

See Statement 8 140 , 250

Total 1 3a 214 750 b Approved for future payment N/A

Fmn 990-PF (ami)

ova

Page 11: Form 590-PF Return of Private Foundation OMB No ,s

k1 Retried a exempt function incorriii (Sea papa 26 d ~n &aar ess

coda 7 Program service revenue

a b c d a f g Fees and contrails from government agencies

2 Membership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest from searches 5 Net rental income a (loss) from real estate

a Debt-financed properly b Not debt-finanood prop"

6 Net rental income or (loss) from personal property 7 Other investment income 8 Gam a (loss) from sales of assets other than inventory 9 Net income a (loss) from special events 70 Gross profit a (loss) from sales of inventory 11 Other revenue a

b c d e

12 Subtotal Add columns (D) . (d) . and (e) 13 Total . Add line 12, columns (b), (d), and (e) to 106 .232

Explain below how each activity for why income is reported m column (e) of Part XVI-A contributed importantly to

the accomplishment of the apanmWn's exempt purposes (other than by prwidmg lands for such purposes) (See

Form ayu-rr (2001) aw

PdTtRYhA , sMaiVSis or income

Enter gross amounts unless otherwise indicated

Line No.

"�

Page 12: Form 590-PF Return of Private Foundation OMB No ,s

Formgso-PFIZOOt1 THE WOODRUFF FAMILY FOUNDATION INC . 58-2275952 Page 12 pattXYH, " Information Regarding Transfers To and Transactions and Relationships With Noncharitable

(3) Rental of faahties, equipment or other assets (4) Reimbursement arrangements (5) Loans or loan guarantees (6) Performance of services a membership or fundraising solicitations Sharing of facilities, equipment, mailing lists, other assets, a paid employees 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 cruets, a services given by the reporting organQaUOn If the organization reserved less than fair

market value in any transac4on or sharing arrangement, show m column (d) the value of the goods, other assets, or services

2a Is the organization directly or indirectly affiliated with. or related b, one a more tax-exempt organizations described m section 501(c) of the Code (other than section 501(cx3)) or m section 527? 0 Yes W No

Did the organization direcUy or indirectly engage in any of the following with any other organization described M section

501 (c) of the Code (other than section 501 (c)[3) organizations) a in section 527, rdaLng to political organizabons7

Transfers from the reporting organization to a nmdhantable exempt organamtpn of (7) Cash (2) Other assets

b Other Transactions (1) Sales of assets to a nmdiantable exempt organ¢aGm (2) Purchases of assets from a nmchanlable exempt organ¢atwn

Page 13: Form 590-PF Return of Private Foundation OMB No ,s

Schedule B OMB No, 1545. (Fwm'sso, ssd-a, I Schedule of Contributors

De~9rmer~n a uie imasuy Supplementary Information for 2001 6verw Revme» Sanke Ilno 7 M Form 990, 990+2 and 990-PF (see Instructions)

Employer Identification number Mane d Upardra0on

DAA

Organization type (check one)

Files of* Section

Form 990 a 990-EZ O 501(c) ( 1 (enter number) organization

11 4947(ax1) nonexempt charitable trust not treated as a private foundation

11 527 political organization

Form 99D-PF 0 501(c)(3) exempt private foundation

11 4947(a)(1) nonexempt charitable trust treated as a private foundation

501(cX3) taxableVmatefoundation

Check d your organization s covered by the General rule a a Special rule (Note Only a section 501 (c)(7), (8), a (10) organization ran check boxes) for both the General rote and a Special rile-see instructions )

General Rule-

For organizations filing Form 99U, 990-EZ, a 99D-PF that received, during the year, E5,000 or more (m money a property) from any one contributor (Complete Paris I and II )

Special Rules-

a For a section 501(c)(3) organization filing Form 990, or Form 99o-EZ, that met the 33 1/3% support test of the regulations under sermons 509(ax7 y170(bx1)(Axvi) and recened from any one contributor, dunng the year, a contribution of the greater of $5,000 a 2% of the amount on line 1 of these forms (Complete Parts I and II )

O For a section 501(c)(7).(9). a (10) organization fig Farm 990 . or Form 990-EZ . that received from anyone contributor, during the year, aggregate oonVibu6ons a bequests of more than $1 .000 for use exclusively for religious, charitable . scientific, literary, or educational purposes, or the prevention of avetty to children a animals (Complete Paris I, II, and 111 )

For a sedan 501 (c)(7) . (B), a (10) organization fiGnp Farm 990, a Form 990-EZ, that received from any aye wntnbulor, during the year. Borne mntribuGOns for use exclusively for religious . charitable. etc . purposes, but these contributions did not aggregate to more than E7,000 (II Ns box m checked, enter here the total contributions that were received during the year for an exclusively religious . charitable . etc , purpose Do rat complete any of the Parts unless the General nib applies in this organization because d received nonexdusrvely religious, charitable. etc, contributions of E5,000 a more during the year ) 1 $

Caution : Organizations that are sat covered by the General rule and/or the Special rules do not file Schedule 8 (Form 990, 990-EZ. or 990.PF), but they must check the box in the heading of their Form 990 Forth 990-EZ, or m fine 1 of they Form 99aPF, to certify that they do not meet the fiLrg requirements of Schedule B (Fpm 990, 990-EZ, or 990-PF)

Schedule B (Forts 990, 990~EZ w 990-0F) (2007)

Page 14: Form 590-PF Return of Private Foundation OMB No ,s

1c1 (d) ate contributions Type of contilbution

Person Payroll

$ 50, 000 Noncash (Complete Part II d there a a noncash contribution I

Iq (d) Aggregate conbibutions Type of contribution

Person Payroll

$ 60,000 Noncasn (Complete Part 11 d there s a noncash contribution 1

(c) (d) Aggregate contributions I Type of contribution

Person R Payroll

$ Noncash (Complete Part II H (here is a noncash contribution I

Aggregate contributions Type of cordribution

Person Payroll

§ Noncash (Complete Part II d there is a noncash contribution I

lc) (d) Aggregate contributions Type of contribution

Person Payroll

$ Nonwh (Complete Part II d there s a noncash conlnbution ~

(c) Idl Aggregate contributions T of wMriDWbn

Person Payroll

5 HoncasA (Cornplete Part II A there s a noncash coninbumn 1

Schedule B (Form 990, 990-FI, a 9904W) (2001) DM

Mane a o;gar.oon

THE WOODRUFF FAMILY FOUNDATION,IP

? ~Pait is" ; Contributors (See Specrfic Instructions

(a) (b) No Name address and ZIP+4

1 GEORGE C . WOODRUFF, JR .

P .O . SOX 7727

COLUMBUS, GA 31904

(a) (b) No Name address a'MLP+4

2 GEORGE C . WOODRUFF, JR .

P .O . BOX 7727

COLUMBUS, GA 31904

(a) (b) No Name address and DP + 4

Ia1 I (b)

(a) I (b)

(a) I (b) t

Employer Identification number cc_~~~roc~

Page 15: Form 590-PF Return of Private Foundation OMB No ,s

58-2275952 Federal Statements

1-3

Statement 1 - Forth 990-PF, Part I, Line 16b - Accounting Fees

Net Adjusted Chantable DescnpUon Total Investment Net Purpose

ACCOUNTING FEES $ 2,985 $ 2,985 $ $ Total $ 2,985 $ 2,985 $ 0 $ 0

Statement 2 - Form 990-PF, Part I. Line 18 -Taxes

Net Adjusted Chantable Descnphon Total Investment Net Purpose

PREPAID TAKES $ 885 $ $ $ BALANCE PRIOR YEAR TAX 165

Total $ 1,050 $ 0 $ 0 $ 0

Statement 3 - Forth 990-PF. Part I, Line 23 - Other Expenses

Net Adjusted Chantable Descnption Total Investment Net Purpose

S S S S Expenses

OFFICE EXPENSES 15 FEES 72

Total $ 87 $ 0 $ 0 $ 0

Page 16: Form 590-PF Return of Private Foundation OMB No ,s
Page 17: Form 590-PF Return of Private Foundation OMB No ,s
Page 18: Form 590-PF Return of Private Foundation OMB No ,s

Federal Statements 58-2275952

Statement 6 - Forth 990-PF, Part VIII, Line 1 - Officers . Directors, Foundation Managers

Name Address

Average Title Hours Compensation Benefits Expenses

GEORGE C . WOODRUFF, JR . 2900 WARM SPRINGS ROAD, COLUMBUS, GA DIRECTOR AS NEEDED

GEORGE C WOODRUFF, III 2900 WARM SPRING RD ., COLUMBUS, GA DIRECTOR AS NEEDED

OTIS SCARBOROUGH 2900 WARM SPRINGS RD ., COLUMBUS, GA DIRECTOR AS NEEDED

PATTY KILGORfi 2900 WARM SPRINGS RD ., COLUMBUS, GA DIRECTOR AS NEEDED

LAURIE WA.'LDROP 2900 WARM SPRINGS RD ., COLUMBUS GA DIRECTOR AS NEEDED

JULIE SMITH 2900 WARM SPRINGS RD ., COLUMBUS, GA DIRECTOR AS NEEDED

Page 19: Form 590-PF Return of Private Foundation OMB No ,s

Federal Statements 58-2275952

Name of Manager Amount GEORGE C . WOODRUFF, JR . 110,000

Total 110,000

7

Statement 7 - Form 990-PF. Part XV. Line 1 a - Managers Who Contributed Over 2% or $5,000

Page 20: Form 590-PF Return of Private Foundation OMB No ,s

Federal Statements 58-2'275952

Statement 8 - Form 990-PF, Part XV - Grants and Contributions Paid During the Year

Name Address Relationship Status Purpose Amount

ST FRANCIS HOSPITAL COLUMBUS, GA N/A 501(C)(3) GENERAL OPERATING 10,000

gDGEWOOD BAPTIST CHURCH COLUMBUS, GA

Total

8

N/A 501(C)(3) GENERAL OPERATING COLUMBUS STATE UNIVERSITY COLUMBUS, GA

N/A 501(C)(3) GENERAL OPERATING COLS . STATE UNI - ENDOW . COLUMBUS, GA

N/A 501(C)(3) SCHOLARSHIPS COLUMBUS HIGH - BASEBALL COLUMBUS, GA

N/A 501(C)(3) GENERAL OPERATING YMCA COLUMBUS, GA

N/A SO1(C)(3) GENERAL OPERATING AMERICAN CANCER SOCIETY COLUMBUS, GA

N/A 501(C)(3) GENERAL OPERATING CHATT . VALLEY COMM COLUMBUS, GA

N/A 501(C)(3) GENERAL OPERATING

10,000

4,750

100,000

2,000

2,500

1,000

10,000

140,250


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