2018-11-12T12:34:55-06:00 2017-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990PF 2017-01-01 522278319 WRIGHT FAMILY FOUNDATION WRIG 4104723398 PO BOX 1606 COCKEYSVILLE MD 21030 VERNON HC WRIGHT TRUSTEE 4104723398 2018-11-12 1 PAUL O WALLACE P00002583 4106855512 2018-11-10 64.132.215.242 2018-11-12 13:34:25 ES P ED521BB513B4CEE6694C9864998C1C689A5A2671 AC7F7C529038E5307F9A18346D290F0CDD176BDF 2017 2019-02-21 02:37:17Z X 16626993 X X 60 60 361782 361782 323856 4470850 323856 -29791 -34233 655907 651465 139300 139300 0 9430 9430 0 37554 37554 0 19126 12126 0 3936 3936 0 19177 19177 0 228523 221523 0 685090 685090 913613 221523 685090 -257706 429942 446839 719545 719545 1142889 1001979 727808 12648982 12263323 15172578 8030 7062 7062 14246740 13991909 16626993 0 2875 0 2875 X 14246740 13989034 0 0 0 0 14246740 13989034 14246740 13991909 14246740 -257706 0 13989034 0 13989034 SCHWAB ST 2017-01-01 2017-12-31 705034 664773 40261 40261 SCHWAB LT 2000-01-01 2017-12-31 670783 695884 -25101 -25101 SCHWAB LT 2000-01-01 2017-12-31 2768935 2785538 -16603 -16603 A&M CAPITAL PARTNERS P 2000-01-01 2017-12-31 59907 59907 59907 AMCP SECURITY AIV LP P 2000-01-01 2017-12-31 799 -799 -799 NB STRATEGIC CO-INVESTMENT CAYMAN P 2000-01-01 2017-12-31 11993 11993 11993 NB STRATEGIC CO-INVESTMENT PTR II P 2000-01-01 2017-12-31 123418 123418 123418 NB STRATEGIC CO-INVESTMENT PTR III P 2000-01-01 2017-12-31 438 438 438 CAPITAL GAINS DIVIDENDS P 130342 130342 130342 323856 0 728734 14726519 0.049484 783298 15266071 0.051310 801102 15760247 0.050831 844748 15767814 0.053574 908294 15995625 0.056784 0.261983 0.052397 15604020 817604 4299 821903 685090 8599 0 8599 0 8599 8633 12500 0 21133 0 12534 12534 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 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 77500 0 0 NONE 0 NONE 0 0 683745 651554 14506346 15841645 0 0 15841645 237625 15604020 780201 780201 8599 8599 771602 0 771602 0 771602 685090 0 685090 0 685090 771602 0 0 115509 61311 17200 27213 221233 685090 0 0 0 685090 0 86512 86512 134721 0 0 0 0 0 0 28997 105724 61311 17200 27213 LUCY BABB WRIGHT VERNON HC WRIGHT X ASSOCIATION FOR BALTIMORE AREA GRANTAMKERS 2 E READ STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10477 AUDREY HERMAN SPOTLIGHTERS THEATRE 817 ST PAUL STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE STREET STE 300 AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 15000 AUSTIN THEATRE ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 20000 BALTIMORE CHAMBER ORCHESTRA - LIVE WIRE STRING QUARTET 11 W MOUNT VERNON PLACE BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10500 BALTIMORE COMMUNITY FOUNDATION 2 E READ STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE MONTESSORI PUBLIC CHARTER SCHOOL 1600 GUILFORD AVENUE BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 35000 BIG BROTHERS BIG SISTERS PO BOX 4555 AUSTIN TX 78721 NONE PUBLIC UNRESTRICTED 5000 BROWN MEMORIAL TUTORING PROGRAM 1316 PARK AVENUE BALTIMORE MD 21217 NONE PUBLIC UNRESTRICTED 10000 CAROLINE CENTER 900 SOMERSET STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 CHILD FIRST AUTHORITY 3904 HICKORY AVENUE STE 200 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 25000 CITY NEIGHBORS FOUNDATION 4301 RASPE AVENUE BALTIMORE MD 21214 NONE PUBLIC UNRESTRICTED 20000 CITY NEIGHBORS PUBLIC CHARTER SCHOOL 4301 RASPE AVENUE BALTIMORE MD 21214 NONE PUBLIC UNRESTRICTED 500 COMMUNITIES IN SCHOOLS 3000 SOUTH IH-35 STE 200 AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 12000 CREATIVE ACTION 2921 E17TH ST BLDG B BOX 7 AUSTIN TX 78702 NONE PUBLIC UNRESTRICTED 5000 DOWNTOWN BALTIMORE FAMILY ALLIANCE 625 WASHINGTON BOULEVARD BALTIMORE MD 21230 NONE PUBLIC UNRESTRICTED 7500 EL BUEN SAMARITANO 7000 WOODHUE DRIVE AUSTIN TX 78746 NONE PUBLIC UNRESTRICTED 5000 ENOCH PRATT LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 5000 FOSTER ANGELS OF CENTRAL TEXAS PO BOX 152575 AUSTIN TX 78715 NONE PUBLIC UNRESTRICTED 2500 FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 42500 FUND FOR EDUCATIONAL EXCELLENCE CHIPP 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 GIRL SCOUTS OF CENTRAL TEXAS 12012 PARK THIRTY-FIVE CIRCLE AUSTIN TX 78753 NONE PUBLIC UNRESTRICTED 5000 GRANTMAKERS FOR EDUCATION 851 SW 6TH AVENUE STE 250 PORTLAND OR 97204 NONE PUBLIC UNRESTRICTED 1000 HARRY R HUGHES CENTER FOR AGRO-ECOLOGY INC PO BOX 169 124 WYE NARROWS DRIVE QUEENSTOWN MD 21658 NONE PUBLIC UNRESTRICTED 5000 JOHNS HOPKINS UNIVERSITY (BERC) 2701 N CHARLES STREET BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 15000 KIPP AUSTIN PUBLIC SCHOOLS 8509 FM 969 BUILDING 513 AUSTIN TX 78724 NONE PUBLIC UNRESTRICTED 8000 LOYOLA EARLY LEARNING CENTER 801 ST PAUL STREET BALTIMREO MD 21202 NONE PUBLIC UNRESTRICTED 1000 MARYLAND FAMILY NETWORK 1001 EASTERN AVENUE 2ND FLOOR BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 20000 MARYLAND INSTITUTE COLLEGE OF ART CENTER FOR SOCIAL DESIGN 131 W NORTH AVENUE BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 7500 MCDONOGH SCHOOL PO BOX 380 OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 10000 NEW LEADERS 1500 UNION AVENUE SUITE 1400 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 25000 NOTRE DAME OF MARYLAND UNIVERSITY 4701 N CHARLES STREET BALTIMORE MD 21210 NONE PUBLIC UNRESTRICTED 5000 NOTRE DAME PREPARATORY SCHOOL (CAMP UMOJA) 815 HAMPTON LANE TOWSON MD 21286 NONE PUBLIC UNRESTRICTED 5000 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 16000 READING PARTNERS 916 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 25000 READY AT FIVE 5520 RESEARCH PARK DRIVE STE 150 BALTIMORE MD 21228 NONE PUBLIC UNRESTRICTED 30000 SOUTHWEST BALTIMORE CHARTER SCHOOL 1300 HERKIMER STREET BALTIMORE MD 21223 NONE PUBLIC UNRESTRICTED 40000 ST VINCENT DE PAUL 2305 N CHARLES STREET SUITE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 STRONG CITY BALTIMOREBEDTIME IN A BOX 3503 N CHARLES STREET BALTIMORE MD 20218 NONE PUBLIC UNRESTRICTED 2250 TEACH FOR AMERICA 2601 N HOWARD STREET STE300 BALTIMORE MD 21228 NONE PUBLIC UNRESTRICTED 25000 TEXAS BOOK FESTIVAL 610 BRAZOS STREET SUITE 200 AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 15000 THE COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 43230 NONE PUBLIC UNRESTRICTED 10000 THE FUND FOR GARRISON FOREST 300 GARRISON FOREST ROAD OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 1000 THE LITERACY LAB 1003 K STREET NW STE500 WASHINGTON DC 20001 NONE PUBLIC UNRESTRICTED 10000 THE NATURAL HISTORY SOCIETY OF MARYLAND INC PO BOX 18750 BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 9000 THE TEXAS TRIBUNE 823 CONGRESS AVENUE SUITE 1400 AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 2500 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT ROAD COLLEGE PARK MD 20742 NONE PUBLIC UNRESTRICTED 5000 UNIVERSITY OF MARYLAND FOUNDATION 620 W LEXINGTON STREET 2ND FLOOR BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 20000 UNIVERSITY OF MARYLAND FOUNDATIONBEDTIME IN A BOX 620 W LEXINGTON STREET 2ND FLOOR BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 525 UNIVERSITY OF TEXAS FOUNDATION - LITERACY FIRST 1616 GUADALUPE STREET SUITE 3206 AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 5000 URBAN TEACHERS 1800 WASHINGTON BLVD STE 410B BALTIMORE MD 21230 NONE PUBLIC UNRESTRICTED 15000 VARIOUS PASSTHROUGH ENTITIES ADDRESS OF RECIPIENTS - VARIOUS BALTIMORE MD 21208 NONE PUBLIC UNRESTRICTED 338 WESTCAVE PRESERVE 603 WEST 13TH STREET STE 2D AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 5000 YOUNG AUDIENCES 2600 NORTH HOWARD STREET SUITE 1300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 20000 685090 AUSTIN THEATRE ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 20000 BALTIMORE MONTESSORI PUBLIC CHARTER SCHOOL 1600 GUILFORD AVENUE BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 70000 FUND FOR EDUCATIONAL EXCELLENCE CHIPP 800 N CHARLES STREET STE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 MCDONOGH SCHOOL PO BOX 380 OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 10000 SOUTHWEST BALTIMORE CHARTER SCHOOL 1300 HERKIMER STREET BALTIMORE MD 21223 NONE PUBLIC UNRESTRICTED 80000 THE COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 43230 NONE PUBLIC UNRESTRICTED 30000 UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 30000 250000 14 60 14 361782 15 128 18 323856 NB CO-INVESTMENT II K-1 INCOME (LOSS) 523000 -234 14 -7658 NB CO-INVESTMENT III K-1 INCOME (LOSS) 523000 -1307 14 -13141 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) 0 14 -54 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) 0 14 -9549 AMCP SECURITY AIV K-1 INCOME (LOSS) 523000 47986 14 -39 AMCP PAYMENTS AIV K-1 INCOME (LOSS) 523000 -4083 14 -11 AMCP PIPELINE AIV K-1 INCOME (LOSS) 523000 -21053 14 -4384 AMCP AIV K-1 INCOME (LOSS) 523000 -16867 14 475 4442 651465 0 655907 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9430 9430 0 CHARLES SCHWAB CORPORATE STOCK 1001979 727808 CHARLES SCHWAB VARIOUS INVESTMENTS AT COST 11376685 13855957 STIFEL AT COST 886638 1316621 OTHER ASSETS 6250 5750 5750 DEFERRED DIVIDENDS 1780 1312 1312 DUES & SUBSCRIPTIONS 4730 4730 0 INSURANCE 2250 2250 0 MEALS & ENTERTAINMENT 300 300 0 BANK CHARGES 41 41 0 OFFICE EXPENSE 6000 6000 0 SUPPLIES 5856 5856 0 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 128 128 128 NB CO-INVESTMENT II K-1 INCOME (LOSS) -7892 -7658 -7892 NB CO-INVESTMENT III K-1 INCOME (LOSS) -14448 -13141 -14448 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) -54 -54 -54 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) -9549 -9549 -9549 AMCP SECURITY AIV K-1 INCOME (LOSS) 47947 -39 47947 AMCP PAYMENTS AIV K-1 INCOME (LOSS) -4094 -11 -4094 AMCP PIPELINE AIV K-1 INCOME (LOSS) -25437 -4384 -25437 AMCP AIV K-1 INCOME (LOSS) -16392 475 -16392 CREDIT CARD LIABILITY 0 2875 PAYROLL PROCESSING FEES 2495 2495 0 INVESTMENT FEES 35059 35059 0 PAYROLL TAXES 10682 10682 0 FOREIGN TAXES 1444 1444 0 FEDERAL TAXES 7000 0 0