2022-10-31T07:20:41-05:00 2021-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990PF 2021-01-01 522278319 WRIGHT FAMILY FOUNDATION WRIG 4104723398 PO BOX 1606 COCKEYSVILLE MD 21030 VERNON HC WRIGHT TRUSTEE 4104723398 2022-10-31 1 VERNON HC WRIGHT 999009999 PAUL O WALLACE P00002583 4106855512 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 19837275 X 10 X 372509 372509 1454320 8154345 1454320 -91979 -51342 1734860 1775487 155863 155863 0 19265 19265 0 40219 40219 0 37840 17840 0 34 34 0 14190 14190 0 267411 247411 0 868592 868592 1136003 247411 868592 598857 1528076 419348 776720 776720 182720 182720 663292 13668526 13909447 18396031 348 1232 1232 14270942 14870119 19837275 0 320 0 320 X 14270942 14869799 0 0 0 0 14270942 14869799 14270942 14870119 14270942 598857 0 14869799 0 14869799 SCHWAB ST 2021-01-01 2021-12-31 5014212 4517803 496409 496409 SCHWAB LT 2000-01-01 2021-12-31 2639985 2152266 487719 487719 AMCP PAYMENTS AIV, LP - 1231 P 2000-01-01 2021-12-31 77 -77 -77 AMCP PIPELINE AIV, LP - 1231 P 2000-01-01 2021-12-31 569 569 569 AMCP CLOUD AIV, LP P 2000-01-01 2021-12-31 183219 183219 183219 NB STRATEGIC CO-INVESTMENT PARTNERS III-B, LP P 2000-01-01 2021-12-31 148960 148960 148960 NB STRATEGIC CAPITAL, LP P 2021-01-01 2021-12-31 361 361 361 NB STRATEGIC CAPITAL, LP P 2000-01-01 2021-12-31 43450 43450 43450 NB REAL ESTATE SECONDARY OPPORUNITITES FUND, LP P 2000-01-01 2021-12-31 9968 9968 9968 NB REAL ESTATE SECONDARY OPPORUNITITES FUND, LP - 1231 P 2000-01-01 2021-12-31 1628 1628 1628 NB STRATEGIC CAPITAL, LP - 1231 P 2000-01-01 2021-12-31 51 51 51 NB CO-INVESTMENT II P 2000-01-01 2021-12-31 27936 -27936 -27936 NB CO-INVESTMENT II - 1231 P 2000-01-01 2021-12-31 15 -15 -15 NB REAL ESTATE SECONDARY OPPORUNITITES FUND, LP P 2021-01-01 2021-12-31 12 12 12 NB CO-INVESTMENT III - 1231 P 2000-01-01 2021-12-31 33 33 33 AMCP SECURITY AIV P 2000-01-01 2021-12-31 1928 -1928 -1928 CAPITAL GAINS DIVIDENDS P 111897 111897 111897 1454320 21240 0 21240 0 21240 12592 0 35000 0 47592 0 26352 26352 0 0 0 0 0 0 0 0 0 1 1 0 0 1 MD 1 0 0 0 0 1 WWW.WRIGHTFAMILYFDN.ORG VERNON HC WRIGHT 4104723398 PO BOX 1606 COCKEYSVILLE MD 21030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 65013 0 0 MARI BETH MOULTON PO BOX 1606 COCKEYSVILLE MD 21030 EXECUTIVE DIREC 25.00 90850 0 0 NONE 0 NONE 0 0 595183 434450 17741508 18771141 0 0 18771141 281567 18489574 924479 924479 21240 21240 903239 0 903239 0 903239 868592 0 868592 903239 0 0 33598 33598 868592 0 0 0 868592 0 33598 33598 0 0 0 0 0 1049 0 0 0 LUCY BABB WRIGHT VERNON HC WRIGHT X AUSTIN CLASSICAL GUITAR PO BOX 4072 AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 10000 AUSTIN THEATER ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 35000 BALTIMORE COMMUNITY FOUNDATION 11 E MT ROYAL AVENUE BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE MONTESSORI CHARTER SCHOOL 1600 GUILFORD AVENUE BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 35000 BELLXCEL 1500 UNION AVENUE STE 1000 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 10000 BROWN MEMORIAL TUTORING 1316 PARK AVENUE BALTIMORE MD 21217 NONE PUBLIC UNRESTRICTED 10000 CAROLINE CENTER 900 SOMERSET STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 CHILD FIRST 3904 HICKORY AVENUE STE 200 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 25000 CITY NEIGHBORS CHARTER SCHOOL 4301 RASPE AVENUE BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 20000 CITY NEIGHBORS FOUNDATION 4301 RASPE AVENUE BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 20000 COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH LANE DALLAS TX 75225 NONE PUBLIC UNRESTRICTED 5000 COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 3000 SOUTH IH35 STE 200 AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 20000 ENOCH PRATT LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 55000 HARRY R HUGHES CENTER FOR AGRO-ECOLOGY INC PO BOX 169 QUEENSTOWN MD 21658 NONE PUBLIC UNRESTRICTED 5000 JEWELS 5713-B PARK HEIGHTS AVENUE BALTIMORE MD 21215 NONE PUBLIC UNRESTRICTED 30000 JOHNS HOPKINS UNIVERSITY 2800 N CHARLES STREET STE 426 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 20000 MARYLAND BOOK BANK 1794 UNION AVENUE BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 20000 MARYLAND FAMILY NETWORK 1001 EASTERN AVENUE 2ND FLOOR BALTIMORE MD 21202 PUBLIC UNRESTRICTED 47000 MARYLAND PHILANTHROPY NETWORK 1600 W 42ST STREET STE 700 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 6450 MORGAN STATE UNIVERSITY FOUNDATION 1700 E COLDSPRING LANE 208 TRUTH HALL BALTIMORE MD 21251 PUBLIC UNRESTRICTED 15000 NOTRE DAME OF MARYLAND UNIVERSITY 4701 N CHARLES STREET BALTIMORE MD 21210 NONE PUBLIC UNRESTRICTED 10000 PARTNERS IN EXCELLENCE 320 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 30000 PATTERSON PARK PUBLIC CHARTER SCHOOL 27 N LAKEWOOD AVENUE BALTIMORE MD 21224 NONE PUBLIC UNRESTRICTED 15000 PLANNED PARENTHOOD OF GREATER TEXAS 201 E BEN WHITE BLVD STE D AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 30000 PLANNED PARENTHOOD OF MARYLAND 330 N HOWARD STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 PPPCS INC (CLAY HILL PUBLIC CHARTER SCHOOL) 27 N LAKEWOOD AVENUE BALTIMORE MD 21224 PUBLIC UNRESTRICTED 10000 READING PARTNERS 1500 UNION AVENUE STE 2200 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 25000 REFUGEE SERVICES OF TEXAS 9930 LBJ FREEWAY SUITE 350 DALLAS TX 75243 PUBLIC UNRESTRICTED 15000 SOUTHWEST BALTIMORE PUBLIC CHARTER SCHOOL 1300 HERKIMER STREET BALTIMORE MD 21223 NONE PUBLIC UNRESTRICTED 40000 ST URSULA SCHOOL 8900 HARFORD ROAD BALTIMORE MD 21234 PUBLIC UNRESTRICTED 10000 ST VINCENT DE PAUL 2305 N CHARLES STREET STE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 TEXAS BOOK FESTIVAL 1023 SPRINGDALE ROAD/BLDG 14 STE D AUSTIN TX 78721 NONE PUBLIC UNRESTRICTED 20000 THE COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 43230 NONE PUBLIC UNRESTRICTED 10000 THE FAMILY TREE 2108 NORTH CHARLES STREET BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 60000 THE LITERACY LAB 1400 16TH STREET NW STE 410 WASHINGTON DC 20036 NONE PUBLIC UNRESTRICTED 15000 THE LOYOLA SCHOOL 801 ST PAUL STREET BALTIMORE MD 21202 PUBLIC UNRESTRICTED 20000 THE NATURAL HISTORY SOCIETY OF MARYLAND INC PO BOX 18750 BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 10000 THE TEXAS CAMPAIGN TO PREVENT TEEN PREGNANCY PO BOX 10357 AUSTIN TX 78766 PUBLIC UNRESTRICTED 30000 THE TEXAS TRIBUNE 919 CONGRESS AVENUE SIXTH FLOOR AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 15000 UNIVERSITY OF MARYLAND COLLEGE PARK FDN 4603 CALVERT ROAD COLLEGE PARK MD 20742 NONE PUBLIC UNRESTRICTED 5000 URBAN TEACHERS 1800 WASHINGTON BLVD 411 BALTIMORE MD 21230 NONE PUBLIC UNRESTRICTED 15000 VARIOUS PASSTHROUGH ENTITIES ADDRESS OF RECIPIENTS - VARIOUS BALTIMORE MD 21208 NONE PUBLIC UNRESTRICTED 142 YOUNG AUDIENCES 2600 N HOWARD STREET STE 1300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 868592 0 14 372509 15 1953 18 1454320 NB CO-INVESTMENT II K-1 INCOME (LOSS) 523000 -22733 14 -3888 NB CO-INVESTMENT III K-1 INCOME (LOSS) 523000 1411 14 -9752 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) 14 -88 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) 14 -5835 AMCP SECURITY AIV K-1 INCOME (LOSS) 523000 14 AMCP PAYMENTS AIV K-1 INCOME (LOSS) 523000 -2666 14 -814 AMCP PIPELINE AIV K-1 INCOME (LOSS) 523000 -26844 14 -1093 AMCP AIV K-1 INCOME (LOSS) 523000 14 -19 AMCP CLOUD AIV, LP 523000 14 -54 AMCP PARAMEDICS AIV, LP 523000 -2964 14 -98 NB REAL ESTATE 523000 2620 14 -8526 NB STRATEGIC CAPITAL 523000 10539 14 -23128 -40637 1775487 0 1734850 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 19265 19265 0 CHARLES SCHWAB CORPORATE STOCK 182720 663292 CHARLES SCHWAB VARIOUS INVESTMENTS AT COST 11572372 15121351 STIFEL AT COST 1337075 2114530 AVENTAIL ENERGY FUND AT COST 1000000 1160150 DEFERRED DIVIDENDS 348 1232 1232 DUES & SUBSCRIPTIONS 6412 6412 0 INSURANCE 2250 2250 0 MEALS & ENTERTAINMENT 126 126 0 BANK CHARGES 15 15 0 OFFICE EXPENSE 5387 5387 0 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 4 4 4 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 1949 1949 1949 NB CO-INVESTMENT II K-1 INCOME (LOSS) -26621 -3888 -26621 NB CO-INVESTMENT III K-1 INCOME (LOSS) -8341 -9752 -8341 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) -88 -88 -88 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) -5835 -5835 -5835 AMCP PAYMENTS AIV K-1 INCOME (LOSS) -3480 -814 -3480 AMCP PIPELINE AIV K-1 INCOME (LOSS) -27937 -1093 -27937 AMCP AIV K-1 INCOME (LOSS) -19 -19 -19 AMCP CLOUD AIV, LP -54 -54 -54 AMCP PARAMEDICS AIV, LP -3062 -98 -3062 NB REAL ESTATE -5906 -8526 -5906 NB STRATEGIC CAPITAL -12589 -23128 -12589 CREDIT CARD LIABILITIES 0 320 PAYROLL PROCESSING FEES 1709 1709 0 INVESTMENT FEES 38510 38510 0 PAYROLL TAXES 11924 11924 0 FOREIGN TAXES 459 459 0 EXCISE TAXES 20000 0 0 STATE TAXES 5457 5457 0