2019-06-24T09:45:43-05:00 2018-12-31 752841764 WDW Management Services LC PO Box 4517 Wichita Falls TX 763080517 990PF 2018-01-01 752743584 William Wright Family Foundation WILL 9407673643 PO Box 4517 Wichita Falls TX 763080517 W Dan Wright Director 2149878233 2019-06-24 1 Craig Lawrence P01060703 2149878231 108.166.182.150 2019-06-24 09:37:35 CD P 2B8692AEA415D406920D429B27089997C2B8A581 2B8692AEA415D406920D429B27089997C2B8A581 2018 2019-02-21 02:37:17Z X 12598001 X 1000000 X 524 524 291134 291134 504511 2496933 504511 46 46 1796215 796215 0 0 0 15 15 0 23166 8066 0 25 25 0 23206 8106 0 600000 600000 623206 8106 600000 1173009 788109 -2 -2 6152847 5707203 5707203 5796192 7415388 6776665 114676 114135 114135 12063715 13236724 12598001 0 0 X 0 0 0 0 12063715 13236724 12063715 13236724 12063715 13236724 12063715 1173009 0 13236724 0 13236724 Vanguard Reit Index ETF 2015-11-02 2018-02-02 14853 14618 235 235 Vanguard Reit Index ETF 2017-09-01 2018-02-02 79425 84584 -5159 -5159 IShares Russell 2000 Index 2015-12-01 2018-03-01 69773 55622 14151 14151 IShares Russell 2000 Index 2016-04-01 2018-03-01 44715 32682 12033 12033 SPDR Dow Jones International Real Estate 2016-04-01 2018-03-01 21991 22798 -807 -807 SPDR Dow Jones International Real Estate 2017-01-03 2018-03-01 12723 11670 1053 1053 SPDR Dow Jones International Real Estate 2017-06-01 2018-03-01 41586 41714 -128 -128 SPDR S&P 500 ETF 2015-11-02 2018-03-01 321172 246494 74678 74678 Ishares MSCI EAFE Index Fund 2015-02-27 2018-04-02 50944 47792 3152 3152 Ishares MSCI EAFE Index Fund 2016-01-04 2018-04-02 3817 3189 628 628 Ishares MSCI EAFE Index Fund 2016-05-02 2018-04-02 138813 117805 21008 21008 SPDR S&P 500 ETF 2015-11-02 2018-04-02 102916 81678 21238 21238 Ishares MSCI Emerging Markets Index 2016-04-01 2018-05-01 206046 148097 57949 57949 Ishares MSCI EAFE Index Fund 2016-05-02 2018-06-01 130117 109617 20500 20500 Ishares MSCI EAFE Index Fund 2017-02-01 2018-06-01 168642 144749 23893 23893 Ishares MSCI Emerging Markets Index 2016-04-01 2018-06-01 47423 34494 12929 12929 Ishares MSCI Emerging Markets Index 2017-02-01 2018-06-01 35256 28681 6575 6575 SPDR Dow Jones International Real Estate 2017-06-01 2018-06-01 74842 73738 1104 1104 Monsanto Co 2016-07-12 2018-06-07 12416 9954 2462 2462 IShares Russell 2000 Index 2016-04-01 2018-11-01 82081 59661 22420 22420 IShares Russell 2000 Index 2016-05-02 2018-11-01 87211 65234 21977 21977 SPDR S&P 500 ETF 2015-11-02 2018-11-01 42375 32505 9870 9870 SPDR S&P 500 ETF 2016-04-01 2018-11-01 656812 494127 162685 162685 Sonic Corporation 2016-12-13 2018-12-07 49373 31303 18070 18070 Oaktree Capital 304 304 Oaktree Capital 52 52 Oaktree Capital - Contracts & Straddles 17 17 Oaktree Capital - Contracts & Straddles 11 11 Capital Gains Dividends P 1611 1611 1611 504511 0 686000 12123425 0.056585 630000 11397167 0.055277 660931 4966431 0.133080 402447 5475838 0.073495 345590 5530086 0.062493 0.380930 0.076186 12179524 927909 7881 935790 600000 15762 0 15762 0 15762 15266 496 0 15762 0 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A William D Wright 2149878220 PO Box 4517 Wichita Falls TX 763080517 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William Dan Wright PO Box 4517 Wichita Falls TX 763080517 President/Director 0.00 0 0 0 Betty Duane Bolton PO Box 4517 Wichita Falls TX 763080517 Vice President/Director 0.00 0 0 0 Patricia Wright PO Box 4517 Wichita Falls TX 763080517 Secretary/Treasurer 0.00 0 0 0 Sarah Lowry PO Box 4517 Wichita Falls TX 763080517 Director 0.00 0 0 0 James Bolton PO Box 4517 Wichita Falls TX 763080517 Director 0.00 0 0 0 NONE 0 NONE 0 0 7786527 4564337 14135 12364999 0 0 12364999 185475 12179524 608976 608976 15762 15762 593214 0 593214 0 593214 600000 0 600000 0 600000 593214 0 0 72108 133761 420747 63084 83972 773672 600000 0 0 0 593214 6786 0 0 780458 0 0 0 0 0 0 72108 708350 133761 420747 63084 83972 6786 William Dan Wright X Adaptive Sports Center PO Box 1639 Crested Butte CO 81224 Public For continuance of mission 250000 Alzheimer's Association 225 N Michigan Avenue Floor 17 Chicago IL 606017633 Public For continuation of research 50000 Boys & Girls Club of Vernon Inc PO Box 1785 Vernon TX 76385 Public Charitable 50000 Education Opens Doors PO Box 601971 Dallas TX 75360 Public For continuance of mission 50000 United Mitochondrial Disease Foundation 8085 Saltsburg Road Pittsburg PA 15239 Public For continuation of research 200000 600000 0 14 524 14 291134 14 46 14 504511 Other Portfolio Income - Oaktree Capital 14 0 796215 0 796215 0 0 0 0 0 0 0 0 0 0 Additional Detail Form 990-PF, Park VII-B, Line 1a. (3) William 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). Ishares Trust ETF JP Morgan USD Emerging 547664 506665 SPDR S&P 500 ETF 917191 893214 Ishares MSCI Emerging Markets Index 243168 253343 Ishares MSCI EAFE Index Fund 279054 250991 SPDR Dow Jones International Real Estate 220721 196455 Ishares Russell 2000 Index 196655 189067 Vanguard Total Bond Market ETF 1079217 1053889 Vanguard REIT Index 296354 272106 Calamos Convertible Bond Fund 188581 174985 SPDR Citi Intl Govt Inflation Protected Bond Fund 558182 537522 Schlumberger LTD 10139 4618 Alphabet Inc. Class A 10256 14629 Amgen Inc. 35068 43801 Apple Inc. 29902 33914 Berkshire Hathaway Inc. Class B 30147 33281 Boeing Co. 29947 43538 Caterpillar Inc. 30122 31259 Chevron Corporation 10107 10335 Coca Cola 9951 10370 Colgate - Palmolive 9953 7976 CVS 34919 30991 Deere & Company 29897 35950 FedEx Corp 29816 21941 IBM 9993 7275 Lowes Companies 9982 11083 Mastercard Inc. 29889 43578 Merck & Co., Inc. 9905 12760 Microsoft 30034 41339 Pfizer Inc. 9986 12047 Procter & Gamble Co. 9926 10663 Starbucks Corp 10031 11399 The Walt Disney Company 35062 40242 Union Pacific 29966 34558 United Technologies 29951 25875 Wal-Mart Stores Inc. 29970 30181 Wells Fargo & Company 30084 23869 Eaton Corp 28437 27121 Oaktree Capital Group, LLc 10277 8546 VF Corporation 55043 63279 Alphabet Inc. Class C 19879 17605 Ishares Core MSCI Emerging Markets 1300142 999580 Ishares Core MSCE EAFE ETF 899820 704825 Accrued Dividends AT COST 14135 14135 Retrotope, Inc. AT COST 100000 100000 Other Expense 25 25 0 Section 951A Income 3 3 3 Subpart F Income 42 42 42 Tax Exempt Interest 1 1 1 Foreign Tax Paid 8066 8066 0 Income Tax Expense 15100 0 0