Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 10-01-2010 , and ending 09-30-2011
G
Check all that apply:
Name of foundation
WOODCOCK-MUNOZ FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 58474   Room/suite
City or town, state, and ZIP code
NASHVILLE, TN372058474
A Employer identification number

62-1851865
B Telephone number (see page 10 of the instructions)

(615) 425-2341
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,039,952J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the 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) 350,000
2 Check bullet
3 Interest on savings and temporary cash investments 570 570 57
4 Dividends and interest from securities...... 191,408 191,408 191,408
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 168,512
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 801,357   801,357
12 Total. Add lines 1 through 11........ 1,343,335 360,490 992,822
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,800     80,800
14 Other employee salaries and wages...... 278,896     278,896
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 113,306   2,306 111,000
c Other professional fees (attach schedule).... Click to see attachment 79,649 73,852   5,797
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 30,473 2,804 2,804 27,669
19 Depreciation (attach schedule) and depletion... Click to see attachment 0    
20 Occupancy.............. 8,986     8,986
21 Travel, conferences, and meetings....... 39,505     39,505
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,510   152 26,358
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 658,125 76,656 5,262 579,011
25 Contributions, gifts, grants paid........ 46,575 46,575
26 Total expenses and disbursements. Add lines 24 and 25 704,700 76,656 5,262 625,586
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 638,635
b Net investment income (if negative, enter -0-) 283,834
c Adjusted net income (if negative, enter -0-)... 987,560
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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............... 233 -3,552 -3,552
2 Savings and temporary cash investments.......... 71,929 234,461 234,461
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 139,376 Click to see attachment6,122 6,122
b Investments—corporate stock (attach schedule)........ 4,009,371 Click to see attachment5,057,730 4,933,156
c Investments—corporate bonds (attach schedule)........ 1,237,606 Click to see attachment957,455 869,765
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet5,669
Less: accumulated depreciation (attach schedule) bullet5,669   Click to see attachment0  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,458,515 6,252,216 6,039,952
Liabilities 17 Accounts payable and accrued expenses.......... 31,351 17,905
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 bullet)    
23 Total liabilities (add lines 17 through 22).......... 31,351 17,905
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 5,427,164 6,234,311
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,427,164 6,234,311
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,458,515 6,252,216
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,427,164
2 Enter amount from Part I, line 27a...................... 2 638,635
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 168,512
4 Add lines 1, 2, and 3.......................... 4 6,234,311
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 6,234,311
Form 990-PF (2010)
Form 990-PF (2010)
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 985sh Coca Cola Co P 2009-09-30 2011-01-19
b 1500sh Ford Motor Cr Co 4.35% P 2003-01-16 2010-12-23
c 540sh Frontier Communications P 2010-03-22 2010-12-10
d 1660sh General Dynamics P 2011-03-22 2011-04-19
e 3430sh Ishares Tr Dow Jones Index P 2011-01-19 2011-08-26
5800sh Ishares Tr S&P Smallcap P 2009-09-17 2011-08-22
1110sh Johnson & Johnson P 2004-09-22 2011-01-09
Kinder Morgan Mgmt frac share distrib P 2009-03-13 2011-09-30
7485sh Powershares QQQ P 2009-09-30 2011-05-31
4435sh Vanguard Emerging Markets P 2009-09-30 2011-01-20
5915sh Vanguard Emerging Markets P 2009-09-30 2011-02-07
49,405.110sh Vanguard Fixed Income P 2010-01-19 2010-12-16
21,000 American General Finance Nts P 2010-11-18 2011-08-17
60,000 General Electric 4.375% Nts P 2008-10-23 2011-08-23
60,000 General Electric 5.0% Nts P 2008-10-23 2011-08-23
80,000 GMAC Floating Nts P 2004-08-05 2011-08-15
75,000 GMAC Floating Nts P 2004-08-13 2011-08-15
100,000 Intl Lease 5.0% Nts P 2010-11-23 2011-06-17
185,000 Istar Financial Inc Nts P 2008-05-14 2011-03-15
60,000 PHH Corp Nts P 2010-10-04 2011-06-28
50,000 Regions Financial Corp Nts P 2001-11-23 2011-03-01
400,000 SLM Corp 5.125% Nts P 2010-08-04 2010-11-18
165,000 Tesoro Corp Nts P 2010-08-16 2011-04-29
GM Wts Frac Sh Cash In Lieu P 2002-02-04 2011-04-25
Fidelity Cap & Inc Fd Cap Gain Distr P 2010-01-01 2011-06-12
GM Wts Frac Sh Cash in Lieu P 2002-02-04 2011-07-29
Litigation Settlements P 2010-01-01 2011-09-30
(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 62,087 0 52,848 9,239
b 37,500 0 37,419 81
c 4,987 0 4,261 726
d 118,215 0 122,804 -4,589
e 144,033 0 205,431 -61,398
348,693 0 351,937 -3,244
71,461 0 63,911 7,550
143 0 0 143
426,262 0 327,264 98,998
214,643 0 172,078 42,565
278,668 0 229,480 49,188
277,290 0 272,370 4,920
20,764 0 20,764 0
59,174 0 58,776 398
59,891 0 59,486 405
80,000 0 80,000 0
80,000 0 80,000 0
103,500 0 100,990 2,510
185,000 0 185,000 0
61,950 0 61,413 537
50,000 0 50,000 0
406,000 0 392,250 13,750
169,950 0 165,175 4,775
38 0 0 38
1,708 0 0 1,708
37 0 0 37
175 0 0 175
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 0 0 0 9,239
b 0 0 0 81
c 0 0 0 726
d 0 0 0 -4,589
e 0 0 0 -61,398
0 0 0 -3,244
0 0 0 7,550
0 0 0 143
0 0 0 98,998
0 0 0 42,565
0 0 0 49,188
0 0 0 4,920
0 0 0 0
0 0 0 398
0 0 0 405
0 0 0 0
0 0 0 0
0 0 0 2,510
0 0 0 0
0 0 0 537
0 0 0 0
0 0 0 13,750
0 0 0 4,775
0 0 0 38
0 0 0 1,708
0 0 0 37
0 0 0 175
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 2 168,512
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 838,421 5,078,956 0.165077
2008 771,445 3,917,041 0.196946
2007 702,906 4,909,851 0.143162
2006 495,857 4,764,075 0.104083
2005 480,058 3,995,174 0.120159
2 Total of line 1, column (d) ...................... 2 0.729427
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.145885
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 6,118,117
5 Multiply line 4 by line 3....................... 5 892,541
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,838
7 Add lines 5 and 6......................... 7 895,379
8 Enter qualifying distributions from Part XII, line 4.............. 8 625,586
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,677
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 5,677
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,677
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,344
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 4,333
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,677
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletTN
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
    Yes
     
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWOODCOCK-MUNOZ-FOUNDATION.ORG
    14
    The books are in care ofbulletALBERT G BENNEYWORTH CPA Telephone no.bullet (615) 425-2341
    Located atbullet109 WESTPARK DR STE 350BRENTWOODTN ZIP+4bullet370275032
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    JAMES BIRKEN PRESIDENT
    5.00     		2,000 0 0
    756 SE SUMMERFIELD PLACE
    CORVALIS,OR97333
    ALBERT G BENNEYWORTH SECRETARY
    1.00     		0 0 0
    109 WESTPARK DR SUITE 350
    BRENTWOOD,TN37027
    FREDRICK A SCHRANK EXEC DIRECTOR
    25.00     		77,800 0 0
    214 - 22ND AVENUE SW
    OLYMPIA,WA98501
    BARBARA KIYUNA DIRECTOR
    1.00     		1,000 0 0
    PSC 560 BOX 192
    APO AP,AP96376
    RICHARD W WOODCOCK DIRECTOR
    10.00     		0 0 0
    P O BOX 58474
    NASHVILLE,TN37205
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
    KEVIN S MCGREW RESEARCH DIR
    20.00     		61,600 0 0
    1313 PONDVIEW LANE
    ST JOSEPH,MN56374
    TODD SIMMONS RESEARCH STAFF
    24.00     		56,833 0 0
    604 DOUGLAS DRIVE
    JOHNSON CITY,TN37604
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ALBERT G BENNEYWORTH CPA PC SUPERVISE ACCTG FUNCTIONS,FINANCIAL MANAGEMENT,TAX PREPARATION SVCS 113,306
    109 WESTPARK DRIVE SUITE 350
    BRENTWOOD,TN370275032
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SUPPORT GRADUATE UNIVERSITY PROGRAMS TRAINING ASSESSMENT PROFESSIONALSTHROUGH PROVISION OF INSTRUCTIONAL MATERIALS GRANTS TO UNIVERSITIES.32 GRANTS WERE MADE TO UNIVERSITIES IN THE US, CANADA, & SOUTH AMERICA. 46,575
    2 FINANCIAL & PROFESSIONAL STAFF SUPPORT FOR THE DEVELOPMENT, STANDARDIZATION, PRODUCTION, & MANUFACTURINGOF BATTERIES OF COGNITIVE ABILITY TESTS FOR USE IN LATVIA, HUNGARY, SLOVAKIA, ROMANIA & THE CZECH REPUBLIC.MATERIALS ARE PRODUCED AND DISTRIBUTED WITHOUT COST TO PSYCHOLOGISTS IN EACH OF THESE COUNTRIES. 35,303
    3 WMF PRESS - DEVELOPMENT OF AN ON-LINE PUBLISHING ENTITY FOR THEDEVELOPMENT AND DISTRIBUTION OF RESEARCH REPORTS AND NON-COMMERCIALINTERPRETIVE SOFTWARE PROGRAMS FOR ASSESSMENT PROFESSIONALS. 57,549
    4 CUBA OUTREACH PROJECT - PROMOTION OF KNOWLEDGE OF CONTEMPORARYINTELLIGENCE THEORY & ASSESSMENT PRACTICES TO ACADEMIC & PROFESSIONALPSYCHOLOGISTS IN CUBA LICENSED BY US TREASURY FOR EDUCATIONAL COLLABORATION. 2,083
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the 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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    6,053,128
    b
    Average of monthly cash balances.......................
    1b
    158,158
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,211,286
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    6,211,286
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    93,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,118,117
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    305,906
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the 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
    625,586
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
    625,586
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    625,586
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 481,685
    b From 2006....... 495,857
    c From 2007....... 704,888
    d From 2008....... 772,405
    e From 2009....... 839,763
    fTotal of lines 3a through e......... 3,294,598
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 625,586
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount.....  
    e Remaining amount distributed out of corpus 625,586
    5 Excess distributions carryover applied to 2010.    
    (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 3,920,184
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		481,685
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		3,438,499
    10 Analysis of line 9:
    a Excess from 2006.... 495,857
    b Excess from 2007.... 704,888
    c Excess from 2008.... 772,405
    d Excess from 2009.... 839,763
    e Excess from 2010.... 625,586
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
    2002-10-10
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
    305,906 253,948 195,852 245,493 1,001,199
    b 85% of line 2a ......... 260,020 215,856 166,474 208,669 851,019
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		625,586 839,763 772,405 704,888 2,942,642
    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 ....     		625,586 839,763 772,405 704,888 2,942,642
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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).)
    RICHARD W WOODCOCK
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    FREDRICK A SCHRANK EXECUTIVE DIRECT
    214 - 22ND AVENUE SW
    OLYMPIA,WA98501
    (360) 753-7489
    bThe form in which applications should be submitted and information and materials they should include:
    3-1 PAGE WRITTEN REQUEST THAT INCLUDES (A) THE RESEARCH QUESTION TO BE ADDRESSED, (B) RATIONALE FOR THE STUDY, (C) DISCUSSION OF RESEARCH METHODOLOGY, (D) WHEE RESULTS WILL BE SUBMITTED FOR PUBLICATION, & (E) PROPOSED BUDGET.
    cAny submission deadlines:
    APPLICANTS ARE ENCOURAGED TO SUBMIT PROPOSALS BY FEBRUARY 1 OF EACH CALENDAR YEAR TO ASSURE CONSIDER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TESTING MATERIALS GREANTS ARE RESTRICTED TO BONA FIDE GRADUATE TRAINING PROGRAMS IN PSYCHOLOGY OR RELATED FIELDS. SMALL RESEARCH GRANTS ARE RESTRICTED TO THE FIELD OF PSYCHO-EDUCATIONAL ASSESSMENT.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BATERIA III GRANTS TO 6 COLLEGES
    OR UNIVERSITIES
    VARIOUS,TN00000     		  EXEMPT DEVELOPMENTCURRICULUM 15,150
    COGNITIVE ABILITIES MTLS GRANTS
    21 COLLEGES UNIVERSITIES
    VARIOUS,TN00000     		  501(c)3 DEVELOPMENTCURRICULUM 20,800
    LANGUAGE ASSESSMENT GRANT PROGRAMS
    4 COLLEGES OR UNIVERSITIES
    VARIOUS,TN00000     		  EXEMPT DEVELOPMENTCURRICULUM 476
    MODEL DISTRICT IMPLEMENTATION MATLS GRANTS
    BETHEL PUBLIC SCHOOL DISTRICT
    BETHEL,WA00000     		  EXEMPT DEVELOPMENTCURRICULUM 3,352
    WJIII CLINICAL USE & INTERP
    1 COLLEGES OR UNIVERSITIES
    VARIOUS,TN00000     		  EXEMPT DEVELOPMENTCURRICULUM 401
    WIIIP AUSTRALIAN ADAPT MTLS
    GRANTS 1 COLLEGES OR UNIV
    VARIOUS,TN00000     		  EXEMPT DEVELOPMENTCURRICULUM 3,396
    WJIE ARABIC PROJECT
    1 COLLEGES OR UNIVERSITIES
    VARIOUS,TN00000     		  EXEMPT DEVELOPMENTCURRICULUM 3,000
    Total .................................bullet 3a 46,575
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the 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....          
    3Interest on savings and temporary cash investments     14 570  
    4 Dividends and interest from securities....     14 191,408  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory          
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROYALTIES     15 801,357  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   993,335  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13993,335
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ALBERT G BENNEYWORTH CPA FINANCIAL MANAGEMENT 113,306   2,306 111,000

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

    TY 2010 DepreciationSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LCD PROJECTOR 2001-10-31 3,724 3,724 200DB 5.00        
    DIGITAL CAMERA 2003-04-07 911 911 200DB 5.00        
    WMF OFFICE DESKTOP COMPUTER 2005-02-28 1,034 1,034 200DB 5.00        

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LEHMAN BROS HLDGS INC 18,893 4,725
    INTL LEASE FIN MTN BE 6.375% 49,544 48,625
    AMERICAN GENERAL FIN MEDTM SRNT BE 74,000 68,400
    EDISON MISSION ENERGY 165,413 153,450
    INTL LEASE FIN MTN BE 5.625% 80,420 76,800
    HOUSEHOLD FINANCE CORP 4.67% 135,000 135,949
    ISTAR FINANCIAL INC 141,375 130,125
    BEAR STEARNS COS INC 38,000 37,579
    INTL LEASE FIN MTN BE 5.65% 25,073 23,188
    JOHN HANCOCK LIFE INS CO SIGNA 80,000 80,374
    EDISON MISSION ENERGY 7.75% 149,737 110,550

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 121,093 100,147
    ABBOTT LABORATORIES 112,643 116,088
    AT & T 118,114 121,780
    APPLE INC 150,946 188,753
    BERKSHIRE HATHAWAY INC DEL CL B 235,327 213,120
    CHEVRON/TEXACO CORP 35,921 92,590
    COCA COLA CO 53,090 67,560
    COLGATE PALMOLIVE CO 152,542 176,917
    CONOCO-PHILLIPS 119,044 142,470
    DELL COMPUTER CORP 57,888 28,280
    EXXON MOBIL CORP 81,982 121,655
    GENERAL ELECTRIC 115,405 113,313
    GENERAL MOTORS PFD 7.25% 16,327 2,387
    HOME DEPOT INC 113,670 119,811
    INTEL CORP 119,819 128,010
    ISHARES TR S&P GLOBAL ENERGY SECTOR 195,918 142,342
    ISHARES TR S&P MIDCAP 400 GROWTH 64,985 52,556
    ISHARES TR S&P SMALLCAP 114,101 109,210
    JPMORGAN CHASE & CO 164,912 110,992
    JOHNSON & JOHNSON 113,454 110,502
    KINDER MORGAN MGMT LLC 67,876 120,549
    LOWES COS 133,994 115,943
    McDONALDS CORP 64,265 89,576
    MERCK & CO INC 116,152 119,028
    MICROSOFT CORP 121,097 110,636
    NOVARTIS AG ADR 132,581 115,165
    PEPSICO 77,458 78,923
    PFIZER INC 120,662 80,267
    POWERSHARES QQQ 106,198 116,003
    PROCTOR & GAMBLE CO 94,822 102,036
    SANOFI-AVENTIS 91,957 81,672
    VERIZON COMMUNICATIONS 64,774 82,800
    WAL-MART STORES INC 91,241 96,534
    WELLS FARGO & CO NEW 165,172 120,721
    FIDELITY FLOATING RATE HIGH INCOME 456,200 440,018
    FIDELITY CAPITAL & INCOME 372,900 335,968
    FIDELITY CONVERTIBLE SECURITIES 523,200 468,834

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    6,122
    State & Local Government Securities - End of Year Fair Market Value:


    6,122


    TY 2010 LandEtcSchedule2
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LCD PROJECTOR 3,724 3,724    
    DIGITAL CAMERA 911 911    
    WMF OFFICE DESKTOP COMPUTER 1,034 1,034    


    TY 2010 OtherExpensesSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Service Charges 130   130  
    OFFICE SUPPLIES 21,054     21,054
    PAYROLL SERVICE CHARGES 373     373
    POSTAGE & DELIVERY 2,995     2,995
    LICENSES & PERMITS 22   22  
    DUES & SUBSCRIPTIONS 1,936     1,936


    TY 2010 OtherIncomeSchedule2
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 801,357   801,357


    TY 2010 OtherIncreasesSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Description Amount
    NET CAPITAL GAINS RECOGNIZED 168,512


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHAS P SMITH & ASSOC, CPAs INVESTMENT MANAGEMENT 36,926 36,926    
    ALBERT G BENNEYWORTH, CPA INVESTMENT MANAGEMENT 36,926 36,926    
    MELANIE MAERZ INTERNATIONAL EDITION PROJECT 1,941     1,941
    CARISSA KOWALSKI DOUGHERTY INTERNATIONAL EDITION PROJECT 450     450
    CARISSA K DOUGHERTY WMF PRESS - DWNR 690     690
    SHEILA SETTER WMF PRESS WJIII NU COMPOSITE SOFTWARE 716     716
    JOEL SCHNEIDER WMF PRESS WJIII NU COMPOSITE SOFTWARE 500     500
    Ara Schmitt WJIII NU Australian Adapt 1,500     1,500


    TY 2010 TaxesSchedule
    Name:
    WOODCOCK-MUNOZ FOUNDATION
    EIN: 62-1851865
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 27,669     27,669
    FEDERAL EXCISE TAX 1,726 1,726 1,726  
    FOREIGN TAXES PAID 1,078 1,078 1,078