2017-11-09T16:17:27-06:00 2016-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990PF 2016-01-01 522278319 WRIGHT FAMILY FOUNDATION WRIG 4104723398 PO BOX 1606 COCKEYSVILLE MD 21030 VERNON HC WRIGHT TRUSTEE 4104723398 2017-11-09 1 PAUL O WALLACE P00002583 4106855512 2017-11-09 64.132.215.242 2017-11-09 17:17:13 ES P CA989AF778661090FF1C623BEC493F8700B22EAB 28877CFF2008F48F518C6F0987357E6F7B4F0B14 2016 2021-01-29 14:40:06Z X X 15236660 X 4850 X 44 44 353601 353601 166845 5760608 166845 -54509 -36852 470831 483638 136800 136800 0 8980 8980 0 36480 36480 0 21735 11390 0 3213 3213 0 6431 6431 0 213639 203294 0 728734 728734 942373 203294 728734 -471542 280344 261979 446839 446839 1095170 1142889 631071 13356755 12648982 14150720 4378 8030 8030 14718282 14246740 15236660 0 0 X 14718282 14246740 0 0 0 0 14718282 14246740 14718282 14246740 14718282 -471542 0 14246740 0 14246740 ENBRIDGE ENERGY PARTNERS, L.P. 2001-01-01 2016-12-31 13 -13 -13 A&M CAPITAL PARTNERS, LP P 2016-01-01 2016-12-31 27325 27325 27325 A&M CAPITAL PARTNERS, LP P 2001-01-01 2016-12-31 91274 91274 91274 NB STRATEGIC CO-INVESTMENT PARTNERS II LP P 2001-01-01 2016-12-31 118979 118979 118979 SCHWAB ST 2016-01-01 2016-12-31 150410 149249 1161 1161 SCHWAB LT 2001-01-01 2016-12-31 5309500 5444501 -135001 -135001 CAPITAL GAINS DIVIDENDS P 63120 63120 63120 166845 0 783298 15266071 0.051310 801102 15760247 0.050831 844748 15767814 0.053574 908294 15995625 0.056784 933443 16531727 0.056464 0.268963 0.053793 14726519 792184 2803 794987 728734 5607 0 5607 0 5607 7240 7000 14240 8633 8633 0 0 0 0 0 0 0 0 0 0 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 75000 0 0 NONE 0 NONE 0 0 489974 209257 14251550 14950781 0 0 14950781 224262 14726519 736326 736326 5607 5607 730719 0 730719 0 730719 728734 0 728734 0 728734 730719 0 0 114755 115509 61311 17200 27213 335988 728734 0 0 0 728734 0 1985 1985 334003 0 0 0 0 0 0 112770 221233 115509 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 10203 AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE STREET SUITE 300 AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 30000 AUSTIN THEATRE ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 20000 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 25000 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 BANNER NEIGHBORHOODS 2911 PULASKI HIGHWAY BALTIMORE MD 21224 NONE PUBLIC UNRESTRICTED 10000 BROWN MEMORIAL TUTORING PROGRAM 1316 PARK AVENUE BALTIMORE MD 21217 NONE PUBLIC UNRESTRICTED 10000 BUILDING EDUCATED LEADERS FOR LIFE 1500 UNION AVENUE STE 117 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 15000 CAROLINE CENTER 900 SOMERSET STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 COLUMBIA CENTER FOR THEATRICAL ARTS 6655 DOBBIN ROAD UNIT 4 COLUMBIA MD 20145 NONE PUBLIC UNRESTRICTED 5000 COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 3001 SOUTH IH-35 STE 200 AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 15000 CREATIVE ACTION 2921 E 17TH STREET BLDG B BOX 7 AUSTIN TX 78702 NONE PUBLIC UNRESTRICTED 5000 CYLBURN ARBORETUM ASSOCIATION 4915 GREENSPRING AVENUE BALTIMORE MD 21209 NONE PUBLIC UNRESTRICTED 5000 EPISCOPAL COMMUNITY SERVICES OF MARYLAND 901 N MILTON AVENUE STE 340 BALTIMORE MD 21205 NONE PUBLIC UNRESTRICTED 10000 FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES STREET SUITE 400 BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 43600 GIRL SCOUTS OF CENTRAL TEXAS 12012 PARK THIRTY-FIVE CIRCLE AUSTIN TX 78753 NONE PUBLIC UNRESTRICTED 5000 GRANTMAKERS FOR EDUCATION 851 SW 6TH AVE 350 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 HELPING HAND HOME FOR CHILDREN 3804 AVENUE B AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 5000 JOHNS HOPKINS UNIVERSITY OFFICE OF CONTROLLER 3910 KESWICK ROAD BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED -55 KIPP AUSTIN 8509 FM 969 BLDG 513 AUSTIN TX 78724 NONE PUBLIC UNRESTRICTED 10000 LIVE WIRE STRING QUARTET (BALTIMORE CHAMBER ORCHESTRA) 6602 SHELRICK PLACE BALTIMORE MD 21209 NONE PUBLIC UNRESTRICTED 10500 MARYLAND FAMILY NETWORK 1001 EASTERN AVENUE 2ND FLOOR BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 20000 MCDONOGH SCHOOL PO BOX 380 OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 10000 MOVE THIS WORLD 424 BROADWAY - SUITE 405 NEW YORK NY 10013 NONE PUBLIC UNRESTRICTED 20000 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 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 11500 PEOPLE'S COMMUNITY CLINIC 2909 NORTH IH-35 AUSTIN TX 78722 NONE PUBLIC UNRESTRICTED 2500 PLANNED PARENTHOOD OF GREATER TEXAS 201 E BEN WHITE BLVD STE B AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 20000 PLAYWORKS 2601 N HOWARD STREET STE 310 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 10000 READING PARTNERS 916 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 30000 READY AT FIVE 5520 RESEARCH PARK DRIVE STE 150 BALTIMORE MD 21228 NONE PUBLIC UNRESTRICTED 25000 SETON KEOUGH HIGH SCHOOL 1201 CATON AVENUE BALTIMORE MD 21227 NONE PUBLIC UNRESTRICTED 500 SOUTHWEST BALTIMORE CHARTER SCHOOL 1300 HERKIMER STREET BALTIMORE MD 21223 NONE PUBLIC UNRESTRICTED 35000 ST VINCENT DE PAUL 2305 N CHARLES STREET SUITE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 45000 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 NATURAL HISTORY SOCIETY OF MARYLAND INC PO BOX 18750 BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 10000 UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 15000 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT ROAD COLLEGE PARK MD 20742 NONE PUBLIC UNRESTRICTED 5000 UNIVERSITY OF MARYLAND FOUNDATION 620 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 20000 UNIVERSITY OF TEXAS FOUNDATION (ACE) 1616 GUADALUPE STREET AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 7500 URBAN ROOTS 4900 GONZALES STREET AUSTIN TX 78702 NONE PUBLIC UNRESTRICTED 5000 URBAN TEACHER CENTER 1500 UNION AVENUE SUITE 2200 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 15000 VARIOUS PASSTHROUGH ENTITIES ADDRESS OF RECIPIENTS - VARIOUS BALTIMORE MD 21208 NONE PUBLIC UNRESTRICTED 486 VILLAGE LEARNING PLACE 2521 SAINT PAUL STREET BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 15000 YOUNG AUDIENCES 2600 NORTH HOWARD STREET SUITE 1300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 728734 MCDONOGH SCHOOL PO BOX 380 OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 20000 NEW LEADERS 1500 UNION AVENUE SUITE 1400 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 25000 TEACH FOR AMERICA 2601 N HOWARD STREET STE300 BALTIMORE MD 21228 NONE PUBLIC UNRESTRICTED 25000 THE COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 43230 NONE PUBLIC UNRESTRICTED 40000 UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 45000 YOUNG AUDIENCES 2600 NORTH HOWARD STREET SUITE 1300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 20000 175000 14 44 14 353601 15 244 18 166845 NB CO-INVESTMENT II K-1 INCOME (LOSS) 523000 -8454 14 -11136 NB CO-INVESTMENT III K-1 INCOME (LOSS) 523000 14 -11000 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) 14 -70 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) 14 -7958 AMCP SECURITY AIV K-1 INCOME (LOSS) 523000 5877 14 -30 AMCP PAYMENTS AIV K-1 INCOME (LOSS) 523000 77 14 0 AMCP PIPELINE AIV K-1 INCOME (LOSS) 523000 -2577 14 -48 AMCP AIV K-1 INCOME (LOSS) 523000 -12580 14 -21 EQT MIDSTREAM PARTNERSHIP K-1 INCOME (LOSS) 14 -1542 ENERGY TRANSFER K-1 INCOME (LOSS) 14 -2790 ENBRIDGE ENERGY K-1 INCOME (LOSS) 14 -2501 -17657 483638 0 465981 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8980 8980 0 CHARLES SCHWAB CORPORATE STOCK 1142889 631071 CHARLES SCHWAB VARIOUS INVESTMENTS AT COST 11596346 12854913 STIFEL AT COST 1052636 1295807 OTHER ASSETS 3790 6250 6250 DEFERRED DIVIDENDS 588 1780 1780 DUES & SUBSCRIPTIONS 3087 3087 0 INSURANCE 2250 2250 0 MEALS & ENTERTAINMENT 256 256 0 BANK CHARGES 100 100 0 OFFICE EXPENSE 738 738 0 ENERGY TRANSFER PARTNERS 2 2 2 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 242 242 242 NB CO-INVESTMENT II K-1 INCOME (LOSS) -19590 -11136 -19590 NB CO-INVESTMENT III K-1 INCOME (LOSS) -11000 -11000 -11000 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) -70 -70 -70 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) -7958 -7958 -7958 AMCP SECURITY AIV K-1 INCOME (LOSS) 5847 -30 5847 AMCP PAYMENTS AIV K-1 INCOME (LOSS) 77 0 77 AMCP PIPELINE AIV K-1 INCOME (LOSS) -2625 -48 -2625 AMCP AIV K-1 INCOME (LOSS) -12601 -21 -12601 EQT MIDSTREAM PARTNERSHIP K-1 INCOME (LOSS) -1542 -1542 -1542 ENERGY TRANSFER K-1 INCOME (LOSS) -2790 -2790 -2790 ENBRIDGE ENERGY K-1 INCOME (LOSS) -2501 -2501 -2501 PAYROLL PROCESSING FEES 2435 2435 0 INVESTMENT FEES 34045 34045 0 PAYROLL TAXES 10491 10491 0 FOREIGN TAXES 899 899 0 FEDERAL TAXES 10345 0 0