WILLIAM WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2014
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- Organization
- WILLIAM WRIGHT FAMILY FOUNDATION (EIN 75-2743584)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-12
- IRS object ID
- 201500719349100700
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-12T11:47:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752841764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WDW Management Services LC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763080517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752743584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Wright Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9407673643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763080517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W Dan Wright | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2149878233 | PhoneNum |
| Signature | 2015-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Craig Lawrence | PreparerPersonNm |
| PTIN | P01060703 | PTIN |
| Phone | 2149878231 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,426,823 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,253,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,469 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $257,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,915 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,663 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$3 | CashEOYAmt |
| Cash EOYFMV | -$3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,016,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $846,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $846,685 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,525,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,824,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,302,586 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $573,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,555 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,114,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,960,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,426,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,114,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,960,787 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,114,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,960,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,114,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,960,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,114,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,960,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,960,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR Dow Jones International Real Estate | 2013-10-01 | 2014-01-02 | $259,067 | $267,852 | -$8,785 | -$8,785 | |
| Vanguard Total Bond Market ETF | 2013-11-01 | 2014-01-02 | $552,992 | $560,333 | -$7,341 | -$7,341 | |
| Ishares MSCI Emerging Markets Index | 2013-10-01 | 2014-02-03 | $253,085 | $274,562 | -$21,477 | -$21,477 | |
| Ishares MSCI Emerging Markets Index | 2013-11-01 | 2014-02-03 | $264,254 | $297,566 | -$33,312 | -$33,312 | |
| Ishares MSCI EAFE Index Fund | 2012-09-06 | 2014-02-03 | $223,545 | $181,530 | $42,015 | $42,015 | |
| Ishares MSCI EAFE Index Fund | 2013-08-01 | 2014-02-03 | $73,859 | $71,108 | $2,751 | $2,751 | |
| IShares Russell 2000 Index | 2012-07-05 | 2014-02-03 | $27,513 | $19,681 | $7,832 | $7,832 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2013-11-01 | 2014-02-03 | $273,188 | $283,094 | -$9,906 | -$9,906 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2014-02-03 | $67,608 | $47,444 | $20,164 | $20,164 | |
| SPDR S&P 500 ETF | 2012-02-01 | 2014-02-03 | $13,166 | $9,835 | $3,331 | $3,331 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2013-10-01 | 2014-03-12 | $4,024 | $4,032 | -$8 | -$8 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2013-10-01 | 2014-03-12 | $244,086 | $244,664 | -$578 | -$578 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2013-10-01 | 2014-03-12 | $22,417 | $22,474 | -$57 | -$57 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2013-11-01 | 2014-03-12 | $89,966 | $91,318 | -$1,352 | -$1,352 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2013-11-01 | 2014-03-12 | $192,474 | $195,304 | -$2,830 | -$2,830 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2014-03-03 | 2014-03-12 | $2,781 | $2,792 | -$11 | -$11 | |
| Ishares MSCI EAFE Index Fund | 2013-08-01 | 2014-04-01 | $16,888 | $15,285 | $1,603 | $1,603 | |
| IShares Russell 2000 Index | 2012-07-05 | 2014-04-01 | $19,351 | $13,281 | $6,070 | $6,070 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2014-03-03 | 2014-04-01 | $30,215 | $29,888 | $327 | $327 | |
| SPDR S&P 500 ETF | 2012-02-01 | 2014-04-01 | $70,358 | $49,839 | $20,519 | $20,519 | |
| Vanguard Reit Index ETF | 2014-02-03 | 2014-04-01 | $14,994 | $14,251 | $743 | $743 | |
| Ishares MSCI EAFE Index Fund | 2013-08-01 | 2014-08-01 | $134,444 | $123,995 | $10,449 | $10,449 | |
| IShares Russell 2000 Index | 2012-07-05 | 2014-08-01 | $109,253 | $78,643 | $30,610 | $30,610 | |
| IShares Russell 2000 Index | 2012-09-06 | 2014-08-01 | $85,246 | $62,200 | $23,046 | $23,046 | |
| Ishares MSCI Emerging Markets Index | 2014-04-01 | 2014-10-01 | $206,686 | $207,005 | -$319 | -$319 | |
| Ishares MSCI EAFE Index Fund | 2013-08-01 | 2014-10-01 | $112,507 | $107,915 | $4,592 | $4,592 | |
| IShares Russell 2000 Index | 2012-09-06 | 2014-10-01 | $91,680 | $68,038 | $23,642 | $23,642 | |
| IShares Russell 2000 Index | 2012-11-05 | 2014-10-01 | $10,272 | $7,671 | $2,601 | $2,601 | |
| IShares Russell 2000 Index | 2013-08-01 | 2014-10-01 | $89,276 | $85,549 | $3,727 | $3,727 | |
| IShares Russell 2000 Index | 2014-09-02 | 2014-10-01 | $6,338 | $6,786 | -$448 | -$448 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2014-03-03 | 2014-10-01 | $136,714 | $133,177 | $3,537 | $3,537 | |
| SPDR Dow Jones International Real Estate | 2014-03-03 | 2014-10-01 | $139,319 | $139,133 | $186 | $186 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2014-03-03 | 2014-10-01 | $274,525 | $279,053 | -$4,528 | -$4,528 | |
| Vanguard Reit Index ETF | 2014-02-03 | 2014-10-01 | $138,176 | $129,739 | $8,437 | $8,437 | |
| Capital Gains Dividends | $3,239 | $3,239 | $3,239 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $345,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,530,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062493 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $383,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,550,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069150 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $605,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,628,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $343,413 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,885,195 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058352 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $353,477 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,280,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066942 | DistributionYr5Rt |
| Total Distribution | 0.364580 | TotalDistributionRt |
| Average Distribution | 0.072916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,475,838 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,553 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $401,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $445 | OverpaymentAmt |
| Applied To ES Tax | $445 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | William D Wright | IndividualWithBooksNm |
| Phone | 9402353333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763080517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| William Dan Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | President/Director | 0.00 | $0 | $0 | $0 |
| Betty J Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Vice President/Director | 0.00 | $0 | $0 | $0 |
| William E Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Secretary/Treasurer | 0.00 | $0 | $0 | $0 |
| Patricia Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Director | 0.00 | $0 | $0 | $0 |
| Betty Duane Bolton | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,865,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $683,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,004 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,559,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,559,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,475,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,553 | TotalTaxAmt |
| Distributable Before Adj | $271,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,553 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $402,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $97,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,027 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $341,429 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,637 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $673,605 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $271,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,761 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $807,366 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $97,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $709,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,027 | ExcessFromYear4Amt |
| Excess From Year3 | $341,429 | ExcessFromYear3Amt |
| Excess From Year2 | $108,637 | ExcessFromYear2Amt |
| Excess From Year1 | $72,108 | ExcessFromYear1Amt |
| Excess From Current Year | $133,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | William Dan Wright | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer's Association | ||||||
| 225 N Michigan Ave Floor 17 | Chicago | IL | 606017633 | Public | Charitable | $50,000 |
| Boys & Girls Club of VernonInc | ||||||
| PO Box 1785 | Vernon | TX | 76385 | Public | Charitable | $100,000 |
| First Baptist Church | ||||||
| 2003 Fannin Street | Vernon | TX | 76384 | Public | Charitable | $10,000 |
| New Life Baptist Church | ||||||
| 715 Indian Street | Vernon | TX | 76384 | Public | Charitable | $10,000 |
| University of California Foundation | ||||||
| 214 Dickinson St Room C-103 | San Diego | CA | 921038467 | Public | Charitable | $125,000 |
| United Mitochondrial Disease Foundation | ||||||
| 8085 Saltsburg Road | Pittsburg | PA | 15239 | Public | For continuation of research | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,916 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Trust ETF JP Morgan USD Emerging | $537,936 | $531,545 |
| SPDR S&P 500 ETF | $883,867 | $1,346,081 |
| Ishares MSCI Emerging Markets Index | $207,004 | $196,450 |
| Ishares MSCI EAFE Index Fund | $291,978 | $262,829 |
| SPDR Dow Jones International Real Estate | $139,133 | $140,548 |
| Ishares Russell 2000 Index | $421,255 | $431,110 |
| Vanguard Total Bond Market ETF | $1,094,318 | $1,111,171 |
| Vanguard REIT Index | $249,497 | $282,852 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Dividends | AT COST | $10,004 | $10,004 |
| SPDR DB Intl Govt Inflation Protected Bond Fund | AT COST | $279,113 | $267,551 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dues - Association of Small Foundations | Desc |
| Revenue And Expenses Per Books | $725 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $2,663 | $2,663 | $0 |
| Income Tax Expense | $3,675 | $0 | $0 |
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