2016-11-14T11:29:39-06:00 2015-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990PF 2015-01-01 522278319 WRIGHT FAMILY FOUNDATION WRIG 4104723398 14626 THORNTON MILL ROAD SPARKS MD 21152 VERNON HC WRIGHT TRUSTEE 4104723398 2016-11-14 1 PAUL O WALLACE P00002583 4106855512 2016-11-10 2015 2017-02-10 21:41:12Z X 14920168 X 2500 X 45 45 368036 368036 190307 275835 190307 -36163 -20132 524725 538256 112847 112847 0 7810 7810 0 38459 38459 0 11374 9526 0 978 978 0 7667 7667 0 179135 177287 0 783298 783298 962433 177287 783298 -437708 360969 1327678 261979 261979 1084980 1095170 516348 12741042 13356755 14137463 2290 4378 4378 15155990 14718282 14920168 0 0 X 15155990 14718282 0 0 0 0 15155990 14718282 15155990 14718282 15155990 -437708 0 14718282 0 14718282 SCHWAB LT 2001-01-01 2015-12-08 30253 67207 -36954 -36954 SCHWAB ST 2015-01-01 2015-12-31 172 172 0 0 SOUTHCROSS ENERGY 2014-11-13 2015-12-08 3891 18129 -14238 -14238 ENBRIDGE ENERGY 2001-01-01 2015-12-31 20 -20 -20 NB CO-INVESTMENT II 2001-01-01 2015-12-31 108675 108675 108675 NB CO-INVESTMENT II - SEC. 1256 2001-01-01 2015-12-31 37 37 37 CAPITAL GAINS DIVIDENDS P 132807 132807 132807 190307 0 801102 15760247 0.050831 844748 15767814 0.053574 908294 15995625 0.056784 933443 16531727 0.056464 821275 16892011 0.048619 0.266272 0.053254 15266071 812979 3610 816589 783298 7219 0 7219 0 7219 4120 3000 7120 6 105 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 14626 THORNTON MILL ROAD SPARKS MD 21152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LUCY BABB WRIGHT 14626 THORTNON MILL ROAD SPARKS MD 21152 TRUSTEE 4.00 0 0 0 VERNON HC WRIGHT 14626 THORNTON MILL ROAD SPARKS MD 21152 TRUSTEE 4.00 0 0 0 KATHERINE B WRIGHT 12400 HWY 71 WEST STE 350-119 AUSTIN TX 78738 EXECUTIVE DIREC 25.00 62988 0 0 MARI BETH MOULTON 14626 THORNTON MILL RD SPARKS MD 21152 EXECUTIVE DIREC 25.00 49859 0 0 NONE 0 NONE 0 0 471624 625183 14401742 15498549 0 0 15498549 232478 15266071 763304 763304 7219 7219 756085 0 756085 0 756085 783298 0 783298 0 783298 756085 0 0 114755 115509 61311 17200 308775 783298 0 0 0 756085 27213 0 0 335988 0 0 0 0 0 0 0 335988 114755 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 6000 ASSOCIATION FOR BALTIMORE AREA GRANTAMKERS 2 E READ STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 AUSTIN THEATRE ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 20000 BALTIMORE CHAMBER ORCHESTRA 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE COMMUNITY FOUNDATION 2 E READ STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST 808 N CHARLES STREET BALTIMORE MD 212015308 NONE PUBLIC UNRESTRICTED 3000 BALTIMORE MONTESSORI PUBLIC CHARTER SCHOOL 1600 GUILFORD AVENUE BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 25000 BANNER NEIGHBORHOODS COMMUNITY 2900 E FAYETTE STREET BALTIMORE MD 21224 NONE PUBLIC UNRESTRICTED 10000 BENNINGTON COLLEGE ONE COLLEGE DRIVE BENNINGTON VT 052019981 NONE PUBLIC UNRESTRICTED 2500 BROWN MEMORIAL TUTORING PROGRAM 1316 PARK AVENUE BALTIMORE MD 21217 NONE PUBLIC UNRESTRICTED 10000 BUILDING EDUCATED LEADERS FOR LIFE 1500 UNION AVENUE SUITE 117 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 15000 CAROLINE CENTER 900 SOMERSET STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 CASA 7701 N LAMAR BOULEVARD SUITE 301 AUSTIN TX 78752 NONE PUBLIC UNRESTRICTED 10000 CITY NEIGHBORS CHARTER SCHOOL 4301 RASPE AVENUE BALTIMORE MD 21206 NONE PUBLIC UNRESTRICTED 20000 COLUMBIA CENTER FOR THEATRICAL ARTS 6655 DOBBIN ROAD UNIT 4 COLUMBIA MD 21045 NONE PUBLIC UNRESTRICTED 5000 COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 3000 S IH35 SUITE 200 AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 25000 CORPUS CHRISTI CHURCH 110 W LAFAYETTE AVENUE BALTIMORE MD 212174224 NONE PUBLIC UNRESTRICTED 1000 CREATIVE ACTION 2921 E 17TH STREET BUILDING B BOX 7 AUSTIN TX 78702 NONE PUBLIC UNRESTRICTED 5000 CREATIVE CITY PUBLIC CHARTER SCHOOL 2810 SHIRLEY AVENUE BALTIMORE MD 21215 NONE PUBLIC UNRESTRICTED 20000 CYLBURN ARBORETUM ASSOCIATION 4915 GREENSPRING AVENUE BALTIMORE MD 21209 NONE PUBLIC UNRESTRICTED 5000 FOSTER ANGELS OF CENTRAL TEXAS PO BOX 152575 AUSTIN TX 78715 NONE PUBLIC UNRESTRICTED 2500 FUND FOR EDUCATIONAL EXCELLENCE 600 N CHARLES STREET SUITE 400 BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 25000 FUND FOR EDUCATIONAL EXCELLENCE-CHICAGO PARENT PROGRAM 600 N CHARLES STREET SUITE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 15000 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 - BALTIMORE EDUCATION RESEARCH CONSORTIUM 2701 N CHARLES STREET SUITE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 15000 KIPP AUSTIN 5107 S IH-35 AUSTIN TX 78744 NONE PUBLIC UNRESTRICTED 10000 MARYLAND FAMILY NETWORK 1001 EASTERN AVENUE 2ND FLOOR BALTIMORE MD 212024325 NONE PUBLIC UNRESTRICTED 10000 MCDONOGH SCHOOL PO BOX 380 OWINGS MILLS MD 211170380 NONE PUBLIC UNRESTRICTED 10000 NEW LEADERS 1500 UNION AVENUE SUITE 1400 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 30000 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 10000 PLANNED PARENTHOOD PO BOX 62757 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 1000 PLANNED PARENTHOOD OF GREATER TEXAS 201 E BEN WHITE BLVD STE B AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 40000 RAISING A READER 330 TWIN DOLPHIN DIRVE SUITE 147 REDWOOD CITY CA 94065 NONE PUBLIC UNRESTRICTED 20000 READING PARTNERS 916 N CHARLES STREET SUITE 250 BALTIMORE MD 20201 NONE PUBLIC UNRESTRICTED 30000 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 35000 SPOTLIGHTERS THEATRE 817 ST PAUL STREET BALTIMORE MD 212022472 NONE PUBLIC UNRESTRICTED 10000 ST VINCENT DE PAUL 2305 N CHARLES STREET SUITE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 TEACH FOR AMERICA 2601 NORTH HOWARD STREET SUITE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 TEMPLE UNIVERSITY (EXCELL-E TEACHER PD MODEL - TEMPLE UBCPS - I3 GRANT) PO BOX 824242 PHILADELPHIA PA 191824242 NONE PUBLIC UNRESTRICTED 12000 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 5000 THE FUND FOR GARRISON FOREST 300 GARRISON FOREST ROAD OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 1000 THE HOWARD COUNTY CONSERVANCY PO BOX 175 WOODSTOCK MD 21163 NONE PUBLIC UNRESTRICTED 500 THE MIDTOWN ACADEMY 1398 W MT ROYAL AVENUE BALTIMORE MD 21217 NONE PUBLIC UNRESTRICTED 20000 THE NATURAL HISTORY SOCIETY OF MARYLAND INC PO BOX 18750 BALTIMORE MD 212060750 NONE PUBLIC UNRESTRICTED 11000 UNITED WAY FOR GREATER AUSTIN 2000 E MLK JR BLVD AUSTIN TX 78702 NONE PUBLIC UNRESTRICTED 7500 UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 15000 UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION 620 W LEXINGTON STREET 2ND FLOOR BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 20000 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT ROAD COLLEGE PARK MD 20742 NONE PUBLIC UNRESTRICTED 5000 UNIVERSITY OF MARYLAND FOUNDATION (EB2K) 620 W LEXINGTON STREET 2ND FLOOR BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 20000 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 298 YOUNG AUDIENCES 2600 NORTH HOWARD STREET SUITE 1300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 783298 PLANNED PARENTHOOD OF GREATER TEXAS 201 E BEN WHITE BLVD STE B AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 20000 READING PARTNERS 916 N CHARLES STREET SUITE 250 BALTIMORE MD 20201 NONE PUBLIC UNRESTRICTED 30000 50000 14 45 14 368036 15 152 523000 37 18 190270 NB CO-INVESTMENT II K-1 INCOME (LOSS) 523000 -13812 14 -10394 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) 14 -102 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) 14 -11439 AMCP SECURITY AIV K-1 INCOME (LOSS) 523000 -619 14 15 AMCP PIPELINE AIV K-1 INCOME (LOSS) 523000 16941 14 -33 AMCP AIV K-1 INCOME (LOSS) 523000 -18541 14 52 EQT MIDSTREAM PARTNERSHIP K-1 INCOME (LOSS) 14 399 ENERGY TRANSFER K-1 INCOME (LOSS) 14 -3939 ENBRIDGE ENERGY K-1 INCOME (LOSS) 14 -2360 SOUTH CROSS ENERGY 14 -3773 INCOME FROM CLASS ACTION 01 11290 -15994 538219 0 522225 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7810 7810 0 CHARLES SCHWAB CORPORATE STOCK 1095170 516348 CHARLES SCHWAB VARIOUS INVESTMENTS AT COST 12543191 13029685 BARCLAYS AT COST 813564 1107778 OTHER ASSETS 1290 3790 3790 DEFERRED DIVIDENDS 1000 588 588 DUES & SUBSCRIPTIONS 4957 4957 0 INSURANCE 2250 2250 0 MEALS & ENTERTAINMENT 377 377 0 BANK CHARGES 83 83 0 ENERGY TRANSFER PARTNERS 1 1 1 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 151 151 151 NB CO-INVESTMENT II K-1 INCOME (LOSS) -24206 -10394 -24206 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) -102 -102 -102 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) -11439 -11439 -11439 AMCP SECURITY AIV K-1 INCOME (LOSS) -604 15 -604 AMCP PIPELINE AIV K-1 INCOME (LOSS) 16908 -33 16908 AMCP AIV K-1 INCOME (LOSS) -18489 52 -18489 EQT MIDSTREAM PARTNERSHIP K-1 INCOME (LOSS) 399 399 399 ENERGY TRANSFER K-1 INCOME (LOSS) -3939 -3939 -3939 ENBRIDGE ENERGY K-1 INCOME (LOSS) -2360 -2360 -2360 SOUTH CROSS ENERGY -3773 -3773 -3773 INCOME FROM CLASS ACTION 11290 11290 11290 PAYROLL PROCESSING FEES 2411 2411 0 INVESTMENT FEES 36048 36048 0 PAYROLL TAXES 8759 8759 0 FORGIEN TAXES 767 767 0 FEDERAL TAXES 1848 0 0