WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT FAMILY FOUNDATION (EIN 52-2278319)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349100208
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T07:23:25-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520982413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PORTER STREET SUITE 500 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522278319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRIG | BusinessNameControlTxt |
| Phone | 4104723398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERNON HC WRIGHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4104723398 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VERNON | PersonFirstNm |
| Person Last | HC WRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAIM FINE | PreparerPersonNm |
| PTIN | P01081380 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $205,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,386,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,460,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,386,886 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$26,149 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$33,099 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,569,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,559,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,238 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $130,238 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,083 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,117 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,172 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,172 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,064,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,064,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,311,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,064,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $257,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,347,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $776,720 | CashBOYAmt |
| Corporate Stock BOY | $182,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,909,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,232 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,870,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $320 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,869,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,869,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,870,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,869,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $257,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,127,263 | SubtotalAmt |
| Other Decreases | $15,127,263 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SCHWAB ST | 2022-01-01 | 2022-12-31 | $6,739,167 | $7,124,366 | -$385,199 | -$385,199 | |
| SCHWAB LT | 2000-01-01 | 2022-12-31 | $10,655,735 | $8,932,741 | $1,722,994 | $1,722,994 | |
| AMCP PAYMENTS AIV LP - 1231 | 2000-01-01 | 2022-12-31 | $76 | -$76 | -$76 | P | |
| AMCP PIPELINE AIV, LP - 1231 | 2000-01-01 | 2022-12-31 | $35 | $35 | $35 | P | |
| AMCP CLOUD AIV, LP | 2000-01-01 | 2022-12-31 | $681 | $681 | $681 | P | |
| NB STRATEGIC CO-INVESTMENT PARTNERS III-B, LP | 2000-01-01 | 2022-12-31 | $27,880 | $27,880 | $27,880 | P | |
| NB STRATEGIC CO-INVESTMENT PARTNERS III-B, LP | 2000-01-01 | 2022-12-31 | $40 | -$40 | -$40 | P | |
| NB CO-INVESTMENT II - 1231 | 2000-01-01 | 2022-12-31 | $102 | -$102 | -$102 | P | |
| NB CO-INVESTMENT II | 2000-01-01 | 2022-12-31 | $16,568 | -$16,568 | -$16,568 | P | |
| NB REAL ESTATE SECONDARY OPPORUNITITES FUND, LP - 1231 | 2000-01-01 | 2022-12-31 | $1,065 | $1,065 | $1,065 | P | |
| NB REAL ESTATE SECONDARY OPPORUNITITES FUND, LP | 2022-01-01 | 2022-12-31 | $1 | $1 | $1 | P | |
| NB REAL ESTATE SECONDARY OPPORUNITITES FUND, LP | 2000-01-01 | 2022-12-31 | $13,685 | $13,685 | $13,685 | P | |
| NB STRATEGIC CAPITAL, LP - 1231 | 2000-01-01 | 2022-12-31 | $216 | -$216 | -$216 | P | |
| NB STRATEGIC CAPITAL, LP | 2022-01-01 | 2022-12-31 | $90 | $90 | $90 | P | |
| NB STRATEGIC CAPITAL, LP | 2000-01-01 | 2022-12-31 | $15,879 | $15,879 | $15,879 | P | |
| INVESCO DB US DOLLAR - BASIS ADJ | 2022-01-01 | 2022-12-31 | $6,727 | $6,727 | $6,727 | P | |
| AMCP AIV, L.P. | 2000-01-01 | 2022-12-31 | $50 | $50 | $50 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,386,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,622 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $7,622 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WRIGHTFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | VERNON HC WRIGHT | IndividualWithBooksNm |
| Phone | 4104723398 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LUCY BABB WRIGHT | ||||||||
| PO BOX 1606 | COCKEYSVILLE | MD | 21030 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| VERNON HC WRIGHT | ||||||||
| PO BOX 1606 | COCKEYSVILLE | MD | 21030 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KATHERINE B WRIGHT | ||||||||
| 12400 HWY 71 WEST STE 350-119 | AUSTIN | TX | 78738 | EXECUTIVE DIREC | 25.00 | $44,877 | $0 | $0 |
| MARI BETH MOULTON | ||||||||
| PO BOX 1606 | COCKEYSVILLE | MD | 21030 | EXECUTIVE DIREC | 25.00 | $85,361 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $574,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,460,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,474,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,510,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,510,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,277,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $763,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $763,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,730 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $74 | IncomeTaxAmt |
| Total Tax | $18,804 | TotalTaxAmt |
| Distributable Before Adj | $745,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $745,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $745,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,064,991 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,064,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $745,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,049 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,064,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,049 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $745,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $318,871 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $318,871 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $318,871 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $318,871 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS FOR LEARNING MARYLAND | |||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| AUSTIN CLASSICAL GUITAR | |||||||
| PO BOX 4072 | AUSTIN | TX | 78751 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AUSTIN THEATER ALLIANCE | |||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| BALTIMORE CIVIC FUND | |||||||
| 1 N CHARLES STREET SUITE 1600 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| BALTIMORE MONTESSORI CHARTER SCHOOL | |||||||
| 1600 GUILFORD AVENUE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| CHILD FIRST | |||||||
| 3904 HICKORY AVENUE STE 200 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH LANE | DALLAS | TX | 75225 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | |||||||
| 3000 SOUTH IH35 STE 200 | AUSTIN | TX | 78704 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ENOCH PRATT LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 400 SE 103RD DR 33348 | PORTLAND | OR | 97216 | NONE | PUBLIC | UNRESTRICTED | $900 |
| JEWELS | |||||||
| 5713-B PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 2800 N CHARLES STREET STE 426 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| LOYOLA UNIVERSITY MARYLAND | |||||||
| 4501 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| MARYLAND BOOK BANK | |||||||
| 1794 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| MARYLAND PHILANTHROPY NETWORK | |||||||
| 1600 W 42ST STREET STE 700 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $16,450 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 201 E BEN WHITE BLVD STE D | AUSTIN | TX | 78704 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| RAISING A READER | |||||||
| 489 VALLEY WAY | MILPITAS CITY | CA | 95035 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| READING PARTNERS | |||||||
| 1500 UNION AVENUE STE 2200 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| REFUGEE SERVICES OF TEXAS | |||||||
| 9930 LBJ FREEWAY SUITE 350 | DALLAS | TX | 75243 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| SOUTHWEST BALTIMORE PUBLIC CHARTER SCHOOL | |||||||
| 1300 HERKIMER STREET | BALTIMORE | MD | 21223 | NONE | PUBLIC | UNRESTRICTED | $40,000 |
| ST VINCENT DE PAUL | |||||||
| 2305 N CHARLES STREET STE 300 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| TEXAS BOOK FESTIVAL | |||||||
| 1023 SPRINGDALE ROAD/BLDG 14 STE D | AUSTIN | TX | 78721 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE FUND FOR EDUCATION EXCELLENCE | |||||||
| 800 N CHARLES STREET STE 400 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $27,500 |
| THE LITERACY LAB | |||||||
| 1400 16TH STREET NW STE 410 | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE TEXAS CAMPAIGN TO PREVENT TEEN PREGNANCY | |||||||
| PO BOX 10357 | AUSTIN | TX | 78766 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVENUE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | |||||||
| 220 ARCH STREET 14TH FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| VARIOUS PASSTHROUGH ENTITIES | |||||||
| ADDRESS OF RECIPIENTS - VARIOUS | BALTIMORE | MD | 21208 | NONE | PUBLIC | UNRESTRICTED | $141 |
| ROBERT DEUTSCH FOUNDATION | |||||||
| 2519 N CHARLES ST SUITE 200 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,064,991 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,535 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,386,886 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (12 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| NB CO-INVESTMENT II K-1 INCOME (LOSS) | 523000 | $22,775 | 14 | -$3,234 |
| NB CO-INVESTMENT III K-1 INCOME (LOSS) | 523000 | $2,705 | 14 | -$3,002 |
| NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) | 14 | -$46 | ||
| A&M CAPITAL PARTNERS K-1 INCOME (LOSS) | 14 | -$3,686 | ||
| AMCP PAYMENTS AIV K-1 INCOME (LOSS) | 523000 | -$385 | 14 | -$629 |
| AMCP PIPELINE AIV K-1 INCOME (LOSS) | 523000 | -$17,910 | 14 | -$1,148 |
| AMCP AIV K-1 INCOME (LOSS) | 523000 | 14 | -$8 | |
| AMCP CLOUD AIV, LP | 523000 | 14 | -$23 | |
| AMCP PARAMEDICS AIV, LP | 523000 | -$3,129 | 14 | -$481 |
| NB REAL ESTATE | 523000 | -$673 | 14 | -$11,148 |
| NB STRATEGIC CAPITAL | 523000 | $3,567 | 14 | -$4,063 |
| INVESCO DB US DOLLAR INDEX BULLISH FUND | 523000 | $0 | 14 | -$9,089 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,950 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,559,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,566,272 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $25,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT W DEUTSCH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 N CHARLES ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | AS OF DECEMBER 15, 2022, THE WRIGHT FAMILY FOUNDATION COMPLETED THE TRANSFER OF ALL ITS ASSETS TO THE ROBERT W DEUTSCH FOUNDATION.CHARLES SCHWAB INVESTMENTS WERE LIQUIDATED AND THE PROCEEDS TRANSFERRED TO THE DEUTSCH FOUNDATION.PARTNERSHIP INVESTMENTS WERE TRANSFERRED TO THE DEUTSCH FOUNDATION EFFECTIVE OCTOBER 1, 2022.ALL OF THE FOUNDATION'S ASSETS WERE EITHER PUBLICLY-TRADED SECURITIES OR CASH. THEREFORE, THE FAIR MARKET VALUES WERE THE VALUES PER STATEMENTS ON THE DATES OF TRANSFER. | ShortExplanationTxt |
| Dissolution | $16,221,751 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE TRUSTEES OF WRIGHT FAMILY FOUNDATION EXPRESSED THEIR INTENTION TO CLOSE OUT THE INDEPENDENT OPERATIONS OF THE FOUNDATION PRIOR TO THE CLOSE OF 2022, AND TO SHIFT ALL OF THE FOUNDATION'S INVESTMENT ASSETS TO THE ROBERT W DEUTSCH FOUNDATION. THE DIRECTORS OF THE DEUTSCH FOUNDATION AGREED TO SUPPORT THIS PLAN BY ACCEPTING THE GIFT OF ASSETS INTO THE DEUTSCH FOUNDATION AND ESTABLISHING THE WRIGHT FAMILY FUND AS AN OPERATING COMPONENT OF THE DEUTSCH FOUNDATION. AS OF DECEMBER 15, 2022, THE WRIGHT FAMILY FOUNDATION COMPLETED THE TRANSFER OF ALL ITS ASSETS TO THE ROBERT W DEUTSCH FOUNDATION AND IS NOW CONDUCTING ITS GRANTMAKING ACTIVITIES WITHIN THE DEUTSCH FOUNDATION. EFFECTIVE NOVEMBER 15, 2022, THE FOUNDATION'S EXECUTIVE DIRECTORS WERE TRANSITIONED TO BE EMPLOYED BY THE DEUTSCH FOUNDATION. THE WRIGHT FAMILY FOUNDATION CEASED OPERATION AND TERMINATED ITS PRIVATE FOUNDATION STATUS EFFECTIVE DECEMBER 31, 2022. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED DIVIDENDS | Desc |
| BOY Book Value | $1,232 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS TRANSFERRED TO ROBERT W DEUTSCH FOUNDATION | Desc |
| Amt | $15,127,263 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $323 | $323 | $0 |
| INSURANCE | $2,119 | $2,119 | $0 |
| MEALS & ENTERTAINMENT | $74 | $74 | $0 |
| BANK CHARGES | $30 | $30 | $0 |
| OFFICE EXPENSE | $1,494 | $1,494 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NB CO-INVESTMENT PARTNERSHIP ROYALTIES | $25 | $25 | $25 |
| NB CO-INVESTMENT PARTNERSHIP ROYALTIES | $3,433 | $3,433 | $3,433 |
| NB CO-INVESTMENT II K-1 INCOME (LOSS) | $19,541 | -$3,234 | $19,541 |
| NB CO-INVESTMENT III K-1 INCOME (LOSS) | -$297 | -$3,002 | -$297 |
| NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) | -$46 | -$46 | -$46 |
| A&M CAPITAL PARTNERS K-1 INCOME (LOSS) | -$3,686 | -$3,686 | -$3,686 |
| AMCP PAYMENTS AIV K-1 INCOME (LOSS) | -$1,014 | -$629 | -$1,014 |
| AMCP PIPELINE AIV K-1 INCOME (LOSS) | -$19,058 | -$1,148 | -$19,058 |
| AMCP AIV K-1 INCOME (LOSS) | -$8 | -$8 | -$8 |
| AMCP CLOUD AIV, LP | -$23 | -$23 | -$23 |
| AMCP PARAMEDICS AIV, LP | -$3,610 | -$481 | -$3,610 |
| NB REAL ESTATE | -$11,821 | -$11,148 | -$11,821 |
| NB STRATEGIC CAPITAL | -$496 | -$4,063 | -$496 |
| INVESCO DB US DOLLAR INDEX BULLISH FUND | -$9,089 | -$9,089 | -$9,089 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITIES | Desc |
| BOY Book Value | $320 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,614 | $1,614 | $0 |
| INVESTMENT FEES | $38,170 | $38,170 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,995 | $9,995 | $0 |
| FOREIGN TAXES | $622 | $622 | $0 |
| EXCISE TAXES | $34,966 | $0 | $0 |
| STATE TAXES | $500 | $500 | $0 |
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