Woodbury Fund Inc in Bethesda, Maryland (MD)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Maryland
| Woodbury Fund Inc | |
| Employer Identification Number (EIN) | 043198227 |
| Name of Organization | Woodbury Fund Inc |
| In Care of Name | Thomas R Asher |
| Address | PO BOX 30639, Bethesda, MD 20824-0639 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,275,828 |
| Amount of Income | $1,237,480 |
| Form 990 Revenue Amount | $653,173 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $99,684 | $173,915 | $173,915 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10,267 | |||
| Dividends and interest from securities | $163,648 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-93,716 | |||
| Other | $19,485 | |||
| Total expenses and disbursements | $325,278 | $69,490 | $0 | $306,086 |
| Compensation of officers, directors, trustees, etc. | $95,252 | |||
| Total operating and administrative expenses | $191,778 | $69,490 | $172,586 | |
| Contributions, gifts, grants paid | $133,500 | |||
| Excess of revenue over expenses and disbursements | $-225,594 | |||
| Net investment income | $104,425 | |||
| Adjusted net income | $173,915 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $11,570,300 | $10,145,641 |
| Cash - non-interest-bearing | $9,277 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,131,380 | |
| Investments-corporate bonds | $1,764,713 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $664,930 | |
| Total liabilities | $103 | |
| Mortgages and other notes payable | $0 | |
| Other | $103 | |
| Total liabilities and net assets/fund balances | $11,570,197 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,485 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $2,089 |
| Total credits and payments | $9,618 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $9,618 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $7,529 |
| Amount to be credited to 2013 estimated tax | $7,529 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| 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)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $10,722,751 |
| Net value of noncharitable-use assets | $10,561,920 |
| Minimum investment return | $528,096 |
| Distributable Amount (for 2012) | |
| Distributable amount | $522,174 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $522,174 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Women In Bio Inc | Po Box 34043, Bethesda, MD 20827 | MD | 2003-07 | $296,117 |
| 2 | Women Of Achievement In Maryland History Inc | 4096 Cadle Creek Rd, Edgewater, MD 21037-4514 | MD | 1995-08 | $16 |
| 3 | Women Of Valor Ministries Inc, Valor Ministries | 19210 Foxleigh Court, Hagerstown, MD 21742 | MD | 2009-02 | $54,873 |
| 4 | Women Of Wind Energy, Wowe | 7208 Sugar Maple Ct, Derwood, MD 20855-2541 | MD | 2010-10 | $180,083 |
| 5 | Women Who Care Ministries | 19634 Club House Road, Montgomery Village, MD 20886-3042 | MD | 2006-06 | $793,160 |
| 6 | Women Work The National Network For Womens Employment Inc | 12138 Central Ave Ste 206, Mitchellville, MD 20721-1910 | MD | 1981-12 | $529,044 |
| 7 | Womens Institute Of Torah Seminary For Girls Inc | 6602 Park Heights Ave, Baltimore, MD 21215-3009 | MD | 2002-06 | $1,221,705 |
| 8 | Wood Lake Community Association Inc | 14435 Cherry Lane Court, Laurel, MD 20707-4959 | MD | 1976-04 | $95,893 |
| 9 | Woodberry Crossing Inc | 925 Stablersville Rd, Parkton, MD 21120-9184 | MD | 1999-05 | $72,886 |
| 10 | Woodbridge Valley Pool Association Inc | 6400 Baltimore National Pike Box 23, Catonsville, MD 21228-3930 | MD | 1974-07 | $71,105 |
| 11 | Woodbury Fund Inc | PO BOX 30639, Bethesda, MD 20824-0639 | MD | 1993-10 | $1,237,480 |
| 12 | Woodsboro Medical Center Inc | 10200 Coppermine Rd, Woodsboro, MD 21798 | MD | 1979-07 | $0 |
| 13 | Wootton Booster Club Inc | 2100 Wootton Pkwy, Rockville, MD 20850-3037 | MD | 2015-03 | $133,739 |
| 14 | World Class Cities Inc | 6341 Arbor Way, Elkridge, MD 21075-6881 | MD | 1999-04 | $257,130 |
| 15 | World Federation For Ultrasound In Medicine And Biology Inc | 14750 Sweitzer Ln Ste 100, Laurel, MD 20707-5906 | MD | 2009-04 | $512,422 |
| 16 | World Federation Of Free Latvians | 400 Hurley Ave, Rockville, MD 20850-3121 | MD | 1983-02 | $389,064 |
| 17 | World Ministry Church International | PO BOX 3119, Gaithersburg, MD 20885-3119 | MD | 2003-08 | $59,953 |
| 18 | World Music & Dance Institute | 9609 Pinkney Ct, Potomac, MD 20854-4332 | MD | 2003-08 | $23,905 |
| 19 | World Music Folklife Center Inc | 11604 College Dr, Silver Spring, MD 20902 | MD | 2008-01 | $38,464 |
| 20 | World Security Network Foundation C/O Joseph Schmitz | 5502 Parkston Road, Bethesda, MD 20816 | MD | 2004-10 | $0 |



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