WILLIAM WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM WRIGHT FAMILY FOUNDATION (EIN 75-2743584)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-05
IRS object ID
202200959349100835
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-05T16:09:51-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752841764PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WDW Management Services LCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4517AddressLine1Txt
CityWichita FallsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP763080517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752743584EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1William Wright Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2148978220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4517AddressLine1Txt
CityWichita FallsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP763080517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW Dan WrightPersonNm
Person TitleDirectorPersonTitleTxt
Phone2149878233PhoneNum
Signature2022-04-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWPersonFirstNm
Person LastDan WrightPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCraig LawrencePreparerPersonNm
PTINP01060703PTIN
Phone2149878231PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,151,631FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$269,609DividendsRevAndExpnssAmt
Dividends Net Invst Incm$269,609DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$932,798NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,834,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$932,798CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,202,413TotalRevAndExpnssAmt
Total Net Invst Incm$1,202,413TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$17,781TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,581TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,781TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,581TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$700,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$700,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$717,781TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,581TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$700,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$484,632ExcessRevenueOverExpensesAmt
Net Investment Income$1,197,832NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$4CashBOYAmt
Cash EOY-$3CashEOYAmt
Cash EOYFMV-$3CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,920,167SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,808,725SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,808,725SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,428,285CorporateStockBOYAmt
Corporate Stock EOY$8,026,906CorporateStockEOYAmt
Corporate Stock EOYFMV$9,236,473CorporateStockEOYFMVAmt
Other Investments BOY$108,984OtherInvestmentsBOYAmt
Other Investments EOY$106,436OtherInvestmentsEOYAmt
Other Investments EOYFMV$106,436OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,457,432TotalAssetsBOYAmt
Total Assets EOY$12,942,064TotalAssetsEOYAmt
Total Assets EOYFMV$14,151,631TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,457,432RetainedEarningBOYAmt
Retained Earning EOY$12,942,064RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,457,432TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,942,064TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,457,432TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,942,064TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,457,432TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$484,632ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,942,064SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,942,064TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
IShares Russell 2000 IndexP2019-07-052021-08-02$3,114$2,177$937$937
IShares Russell 2000 IndexP2019-11-012021-08-02$197,312$138,727$58,585$58,585
IShares Russell 2000 IndexP2019-11-012021-12-01$111,401$78,044$33,357$33,357
IShares Russell 2000 IndexP2020-07-062021-12-01$151,139$98,375$52,764$52,764
Ishares MSCI EAFE Index FundP2019-04-012021-12-01$79,370$67,646$11,724$11,724
Ishares MSCI EAFE Index FundP2019-10-012021-12-01$102,503$86,799$15,704$15,704
Ishares MSCI EAFE Index FundP2020-07-062021-12-01$171,357$139,816$31,541$31,541
Ishares MSCI EAFE Index FundP2020-08-032021-12-01$1,013$827$186$186
Ishares MSCI Emerging Markets IndexP2019-07-052021-08-02$1,821$1,502$319$319
Ishares MSCI Emerging Markets IndexP2019-11-012021-08-02$219,504$181,517$37,987$37,987
Ishares MSCI Emerging Markets IndexP2019-11-012021-08-02$25,552$21,130$4,422$4,422
Ishares MSCI Emerging Markets IndexP2019-11-012021-08-02$105,797$87,488$18,309$18,309
Kyndryl Holdings IncP2021-11-042021-11-04$20$26-$6-$6
Organon & CoP2016-07-122021-06-03$24$20$4$4
Organon & CoP2016-07-122021-06-09$447$447$0$0
SPDR S&P 500 ETFP2020-03-122021-03-01$771,253$500,070$271,183$271,183
SPDR S&P 500 ETFP2020-03-232021-03-01$390,508$218,990$171,518$171,518
SPDR S&P 500 ETFP2020-03-232021-03-01$195,254$109,495$85,759$85,759
SPDR S&P 500 ETFP2020-03-232021-03-01$300,301$168,392$131,909$131,909
Viatris IncP2016-07-122021-06-09$526$518$8$8
Capital Gains DividendsP$6,588$6,588$6,588
FieldValueIRS element (for citing)
Capital Gain Net Income$932,798CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,650InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,650SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,650TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,893EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,893TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,757TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWilliam D WrightIndividualWithBooksNm
Phone2149878220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4517AddressLine1Txt
CityWichita FallsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP763080517ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
William Dan Wright
PO Box 4517Wichita FallsTX763080517President/Director0.00$0$0$0
Betty Duane Bolton
PO Box 4517Wichita FallsTX763080517Vice President/Director0.00$0$0$0
Patricia Wright
PO Box 4517Wichita FallsTX763080517Secretary/Treasurer0.00$0$0$0
Sarah Lowry
PO Box 4517Wichita FallsTX763080517Director0.00$0$0$0
James Bolton
PO Box 4517Wichita FallsTX763080517Director0.00$0$0$0
William Austen Wright
PO Box 4517Wichita FallsTX763080517Director0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,857,260AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,154,862AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,012,122TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,012,122AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$210,182CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,801,940NetVlNoncharitableAssetsAmt
Minimum Investment Return$690,097MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$690,097MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,650TaxBasedOnInvestmentIncomeAmt
Total Tax$16,650TotalTaxAmt
Distributable Before Adj$673,447DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$673,447DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$673,447DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$700,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$700,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$673,447DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$63,084ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$83,972ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,786ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,888ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$161,838ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$406,568TotalExcessDistributionCyovAmt
Qualifying Distributions$700,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$673,447AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,553RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$433,121TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$63,084ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$370,037ExcessDistriCyovToNextYrAmt
Excess From Year4$83,972ExcessFromYear4Amt
Excess From Year3$6,786ExcessFromYear3Amt
Excess From Year2$90,888ExcessFromYear2Amt
Excess From Year1$161,838ExcessFromYear1Amt
Excess From Current Year$26,553ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWilliam Dan WrightContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Adaptive Sports Center
PO Box 1639Crested ButteCO81224PublicFor continuance of mission$50,000
Alzheimer's Drug Discovery Foundation
57 West 57th Street Suite 904New YorkNY10019PublicFor continuance of research$100,000
Ascension Academy
PO Box 50729AmarilloTX791590729PublicOperational Support$20,000
Boys & Girls Club of Vernon Inc
PO Box 1785VernonTX76385PublicOperational Support$50,000
Dallas Theological Seminary
PO Box 734215DallasTX753734215PublicGeneral Education Fund$20,000
Childress Food Pantry
1310 Avenue H NWChildressTX79201PublicOperational Support$15,000
Mommies in Need Inc
2904 Floyd StreetDallasTX75206PublicFor continuance of mission$30,000
The Salvation Army of North Texas
1221 River Bend DriveDallasTX75247PublicIn memory of Kelsey Wright$50,000
United Mitochondrial Disease Foundation
8085 Saltsburg RoadPittsburgPA15239PublicFor continuation of research$330,000
UT MD Anderson Cancer Center
PO Box 4486HoustonTX77210PublicFor continuance of research$20,000
Childress County Child Welfare Board
301 Main StreetChildressTX79201PublicOperational Support$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$700,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business611420BusinessCd
Unrelated Business Taxbl Incm$6UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$269,609ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$932,798ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther Portfolio Income - Oaktree CapitalDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6UnrelatedBusinessTaxblIncmAmt
Exclusion$1,202,407ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,202,413TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierAdditional DetailIdentifierTxt
Form And Line ReferenceForm 990-PF, Park VII-B, Line 1a. (3)FormAndLineReferenceDesc
Medium ExplanationWilliam Dan Wright, Director and Founder of the William Wright Family Foundation owns WDW Management Services, LC which furnishes partial use of office space to the William Wright Family Foundation in order to operate its grant-making and investment management activities. The use of the facilities are provided free of charge. This activity is not an act of self-dealing as codified in Section 4941 (D)(2)(C).MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Ishares Trust ETF JP Morgan USD Emerging$547,664$531,777
SPDR S&P 500 ETF$514,348$626,947
Ishares MSCI Emerging Markets Index$309,730$353,576
Ishares MSCI EAFE Index Fund$320,228$373,887
SPDR Dow Jones International Real Estate$215,607$197,900
Ishares Russell 2000 Index$215,193$266,940
Vanguard Total Bond Market ETF$996,474$1,041,154
Vanguard REIT Index$284,766$423,320
Calamos Convertible Bond Fund$185,198$298,423
SPDR Citi Intl Govt Inflation Protected Bond Fund$558,182$555,911
Schlumberger LTD$10,139$3,834
Alphabet Inc. Class A$10,256$40,559
Alphabet Inc. Class C$19,879$49,191
Amgen Inc.$35,068$50,618
Apple Inc.$29,902$152,710
Berkshire Hathaway Inc. Class B$30,147$48,737
Boeing Co.$29,947$27,178
Carrier Global$5,598$13,180
Caterpillar Inc.$30,122$50,858
Chevron Corporation$10,107$11,148
Coca Cola$9,951$12,967
Colgate - Palmolive$9,953$11,436
CVS$34,919$48,795
Deere & Company$29,897$82,636
FedEx Corp$29,816$35,175
IBM$9,573$8,554
Lowes Companies$9,982$31,018
Mastercard Inc.$29,889$83,003
Merck & Co., Inc.$9,439$12,799
Microsoft$30,034$136,882
Otis Worldwide$7,802$10,535
Pfizer Inc.$9,464$16,298
Procter & Gamble Co.$9,926$18,975
Raytheon Technologies$16,524$20,913
Starbucks Corp$10,031$20,704
The Walt Disney Company$35,062$56,845
Union Pacific$29,966$62,983
Wal-Mart Stores Inc.$29,970$46,880
Wells Fargo & Company$30,084$24,854
Eaton Corp$27,316$68,264
Kontoor Brands$3,368$6,458
VF Corporation$51,656$64,946
Ishares Core MSCI Emerging Markets$1,300,142$1,269,032
Ishares Core MSCE EAFE ETF$899,820$956,512
Brookfield Asset Management Inc. Class A$3,490$5,978
Ishares Iboxx High Yield Corp Bond Fund ETF$999,884$1,004,966
Kyndryl Holdings, Inc$393$217

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Accrued DividendsAT COST$6,436$6,436
Retrotope, Inc.AT COST$100,000$100,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Tax Paid$4,581$4,581$0
Income Tax Expense$13,200$0$0

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