2021-11-04T11:34:19-05:00 2020-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990PF 2020-01-01 522278319 WRIGHT FAMILY FOUNDATION WRIG 4104723398 PO BOX 1606 COCKEYSVILLE MD 21030 VERNON HC WRIGHT TRUSTEE 4104723398 2021-11-04 1 VERNON HC WRIGHT 999009999 PAUL O WALLACE P00002583 4106855512 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 17738585 X 2010 X 280325 280325 820723 17932772 820723 -53455 -63721 1049603 1037327 148299 148299 0 2960 2960 0 37500 37500 0 13602 11585 0 1000 1000 0 8596 8596 0 211957 209940 0 828847 828847 1040804 209940 828847 8799 827387 267045 419348 419348 182720 182720 438452 13806543 13668526 16880437 5835 348 348 14262143 14270942 17738585 0 0 X 14262143 14270942 0 0 0 0 14262143 14270942 14262143 14270942 14262143 8799 0 14270942 0 14270942 SCHWAB ST 2020-01-01 2020-12-31 13362029 13326771 35258 35258 SCHWAB LT 2000-01-01 2020-12-31 4293102 3776186 516916 516916 AMCP SECURITY AIV LP P 2000-01-01 2020-12-31 312 -312 -312 NB STRATEGIC CAPITAL P 2020-01-01 2020-12-31 1018 1018 1018 NB STRATEGIC CAPITAL P 2000-01-01 2020-12-31 21315 21315 21315 NB CO-INVESTMENT II P 2000-01-01 2020-12-31 7177 -7177 -7177 NB CO-INVESTMENT III P 2000-01-01 2020-12-31 124904 124904 124904 NB REAL ESTATE SECONDARY OPPORTUNITIES FUND P 2020-01-01 2020-12-31 33 33 33 NB REAL ESTATE SECONDARY OPPORTUNITIES FUND P 2000-01-01 2020-12-31 2623 2623 2623 AMCP SECURITY AIV - 1231 P 2000-01-01 2020-12-31 572 572 572 AMCP PIPELINE - 1231 P 2000-01-01 2020-12-31 99 -99 -99 AMCP CLOUD AIV - 1231 P 2000-01-01 2020-12-31 67 -67 -67 NB CO-INVESTMENT III - 1231 P 2000-01-01 2020-12-31 54 -54 -54 NB CO-INVESTMENT II - 1231 P 2000-01-01 2020-12-31 55 -55 -55 NB REAL ESTATE SECONDARY OPPORTUNITIES FUND - 2020 P 2000-01-01 2020-12-31 1328 -1328 -1328 CAPITAL GAINS DIVIDENDS P 127176 127176 127176 820723 11501 0 11501 0 11501 11593 0 12500 0 24093 0 12592 12592 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 61800 0 0 MARI BETH MOULTON PO BOX 1606 COCKEYSVILLE MD 21030 EXECUTIVE DIREC 25.00 86499 0 0 NONE 0 NONE 0 0 421971 912219 15086024 16420214 0 0 16420214 246303 16173911 808696 808696 11501 1946 13447 795249 0 795249 0 795249 828847 0 828847 0 828847 795249 0 0 27213 27213 828847 0 0 0 795249 33598 0 0 60811 0 0 0 0 0 0 27213 33598 33598 LUCY BABB WRIGHT VERNON HC WRIGHT X 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 FOUNDATION 4301 RASPE AVENUE BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 20000 COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH LANE DALLAS TX 75225 NONE PUBLIC UNRESTRICTED 30000 COMMUNITIES FOUNDATION OF TEXAS-TEGAC 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 11950 ENOCH PRATT LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 EXPONENT PHILANTHROPY PO BOX 65607 WASHINGTON DC 20035 NONE PUBLIC UNRESTRICTED 250 FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 27500 FUND FOR EDUCATIONAL EXCELLENCE - CHICAGO PARENTING PROGRAM 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 FUND FOR EDUCATIONAL EXCELLENCE - GENERAL OPERATING 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 25000 HARRY R HUGHES CENTER FOR AGRO-ECOLOGY INC PO BOX 169 124 WYE NARROWS DRIVE QUEENSTOWN MD 21658 NONE PUBLIC UNRESTRICTED 5000 HELPING HAND HOME 3804 AVENUE B AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 5000 IMPROVING EDUCATION 1794 UNION AVENUE BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 53500 JEWELS 5713-B PARK HEIGHTS AVENUE BALTIMORE MD 21215 NONE PUBLIC UNRESTRICTED 25000 JOHNS HOPKINS UNIVERSITY 2800 N CHARLES STREET STE 426 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 20000 LOYOLA EARLY LEARNING CENTER 801 ST PAUL STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 15000 LOYOLA UNIVERSITY MARYLAND 5911 YORK ROAD STE 200R BALTIMORE MD 21213 NONE PUBLIC UNRESTRICTED 15000 MARYLAND ALLIANCE OF PUBLIC CHARTER SCHOOLS 1500 UNION AVENUE STE 1330 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 15000 MARYLAND BOOK BANK 1794 UNION AVENUE BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 10000 MARYLAND PHILANTHROPY NETWORK 1600 W 42ST STREET STE 700 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 35000 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 5000 READING PARTNERS 1500 UNION AVENUE STE 2200 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 25000 SOUTHWEST BALTIMORE PUBLIC CHARTER SCHOOL 1300 HERKIMER STREET BALTIMORE MD 21223 NONE PUBLIC UNRESTRICTED 40000 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 15000 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 45000 THE LITERACY LAB 1400 16TH STREET NW STE 410 WASHINGTON DC 20036 NONE PUBLIC UNRESTRICTED 15000 THE NATURAL HISTORY SOCIETY OF MARYLAND INC PO BOX 18750 BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 10000 THE TEXAS TRIBUNE 990 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 WESTCAVE OUTDOOR DISCOVERY CENTER 603 W 13 STREET STE 2D AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 5000 YOUNG AUDIENCES 2600 N HOWARD STREET STE 1300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 AUSTIN CLASSICAL GUITAR PO BOX 4072 AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 5000 AUSTIN THEATER ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 30000 BALTIMORE CHAMBER ORCHESTRA 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10500 BALTIMORE COMMUNITY FOUNDATION 2 E READ STREET STE 800 BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 10000 VARIOUS PASSTHROUGH ENTITIES ADDRESS OF RECIPIENTS - VARIOUS BALTIMORE MD 21208 NONE PUBLIC UNRESTRICTED 147 828847 0 14 280325 18 1314 18 820723 NB CO-INVESTMENT II K-1 INCOME (LOSS) 523000 1367 14 -8902 NB CO-INVESTMENT III K-1 INCOME (LOSS) 523000 -201 14 -12204 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) 0 14 -81 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) 0 14 -4537 AMCP SECURITY AIV K-1 INCOME (LOSS) 523000 548 14 -592 AMCP PAYMENTS AIV K-1 INCOME (LOSS) 523000 -5095 14 -389 AMCP PIPELINE AIV K-1 INCOME (LOSS) 523000 12496 14 -12193 AMCP AIV K-1 INCOME (LOSS) 523000 0 14 -17 AMCP CLOUD AIV, LP 523000 7020 14 -537 AMCP PARAMEDICS AIV, LP 523000 0 14 -36 NB REAL ESTATE 523000 -6900 14 -3483 NB STRATEGIC CAPITAL 523000 1031 14 -22064 10266 1037327 0 1047593 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2960 2960 0 CHARLES SCHWAB CORPORATE STOCK 182720 438452 CHARLES SCHWAB VARIOUS INVESTMENTS AT COST 12201331 15178092 STIFEL AT COST 1467195 1702345 OTHER ASSETS 5487 0 0 DEFERRED DIVIDENDS 348 348 348 DUES & SUBSCRIPTIONS 4707 4707 0 INSURANCE 2250 2250 0 MEALS & ENTERTAINMENT 16 16 0 BANK CHARGES 75 75 0 OFFICE EXPENSE 1548 1548 0 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 2 2 2 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 1269 1269 1269 SETTLEMENT INCOME 43 43 43 NB CO-INVESTMENT II K-1 INCOME (LOSS) -7535 -8902 -7535 NB CO-INVESTMENT III K-1 INCOME (LOSS) -12405 -12204 -12405 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) -81 -81 -81 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) -4537 -4537 -4537 AMCP SECURITY AIV K-1 INCOME (LOSS) -44 -592 -44 AMCP PAYMENTS AIV K-1 INCOME (LOSS) -5484 -389 -5484 AMCP PIPELINE AIV K-1 INCOME (LOSS) 303 -12193 303 AMCP AIV K-1 INCOME (LOSS) -17 -17 -17 AMCP CLOUD AIV, LP 6483 -537 6483 AMCP PARAMEDICS AIV, LP -36 -36 -36 NB REAL ESTATE -10383 -3483 -10383 NB STRATEGIC CAPITAL -21033 -22064 -21033 PAYROLL PROCESSING FEES 1841 1841 0 INVESTMENT FEES 35659 35659 0 PAYROLL TAXES 11370 11370 0 FOREIGN TAXES 215 215 0 EXCISE TAXES 2017 0 0