2015-11-13T09:31:00-06:00 2014-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990PF 2014-01-01 522278319 WRIGHT FAMILY FOUNDATION WRIG 4104723398 14626 THORNTON MILL ROAD SPARKS MD 21152 VERNON HC WRIGHT TRUSTEE 4104723398 2015-11-13 1 PAUL O WALLACE P00002583 4106855512 2015-11-12 2014 2016-02-25 16:41:14Z X 15609550 X X 51 51 407718 407718 29494 4083810 29494 -83440 -49700 353823 387563 112732 112732 0 6390 6390 0 40674 40674 0 14529 9529 0 885 885 0 11840 11840 0 187050 182050 0 801102 801102 988152 182050 801102 -634329 205513 376365 1327678 1327678 1083980 1084980 483316 14304557 12741042 13796266 25417 2290 2290 15790319 15155990 15609550 0 0 X 15790319 15155990 0 0 0 0 15790319 15155990 15790319 15155990 15790319 -634329 0 15155990 0 15155990 CHARLES SCHWAB - 1036 ST 2014-01-01 2014-12-15 365279 368277 -2998 -2998 CHARLES SCHWAB - 1036 LT 2009-01-01 2014-06-02 3603861 3684923 -81062 -81062 ENBRIDGE ENERGY PARTNERS 2013-01-01 2014-12-31 1102 -1102 -1102 ENERGY TRANSFER PARTNERS 2013-01-01 2014-12-31 1241 1241 1241 NB CO-INVESTMENT II - ST 2014-01-01 2014-12-31 29007 29007 29007 EQT MIDSTREAM PARTNERS - LT 2013-01-01 2014-12-31 14 -14 -14 NB CO-INVESTMENT II - UBIT LT P 2013-01-01 2014-12-31 47 47 47 CAPITAL GAINS DIVIDENDS P 84375 84375 84375 29494 0 844748 15767814 0.053574 908294 15995625 0.056784 933443 16531727 0.056464 821275 16892011 0.048619 728435 15950517 0.045668 0.261109 0.052222 15760247 823032 2055 825087 801102 4110 0 4110 0 4110 6382 6382 2272 2272 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 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 62990 0 0 MARI BETH MOULTON 14626 THORNTON MILL RD SPARKS MD 21152 EXECUTIVE DIREC 25.00 49742 0 0 NONE 0 NONE 0 0 453622 408209 15138420 16000251 0 0 16000251 240004 15760247 788012 788012 4110 4110 783902 0 783902 0 783902 801102 0 801102 0 801102 783902 0 0 114755 115509 61311 291575 801102 0 0 0 783902 17200 0 0 308775 0 0 0 0 0 0 0 308775 114755 115509 61311 17200 LUCY BABB WRIGHT VERNON HC WRIGHT X ASSOCIATION OF BALTIMORE AREA GRANTMAKERS 2 EAST READ STREET 2ND FLOOR BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 11500 AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE SUITE 300 AUSTIN TX 78751 NONE PUBLIC UNRESTRICTED 5000 AUSTIN THEATRE ALLIANCE PO BOX 1566 AUSTIN TX 78767 NONE PUBLIC UNRESTRICTED 20000 AUSTIN YOUTH RIVER WATCH 10611 PLATT LN AUSTIN TX 78725 NONE PUBLIC UNRESTRICTED 5000 AVANCE AUSTIN 4814 E BEN WHITE BLVD STE 205 AUSTIN TX 78741 NONE PUBLIC UNRESTRICTED 5000 ACE A COMMUNITY FOR EDUCATION 1616 GUADALUPE ST STE 3206 AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 7500 BALTIMORE CHAMBER ORCHESTRA (LIVE WIRE STRING QUARTET) 11 WEST MT VERNON PLACE BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE COMMUNITY FOUNDATION 2 EAST READ STREET 2ND FLOOR BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE CITY FOUNDATION 10 N CALVERT STREET STE 915 BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 10000 BALTIMORE EDUCATION SCHOLARSHIP TRUST 808 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 3000 BALTIMORE MONTESSORI PUBLIC SCHOOL 1500 GUILFORD AVENUE BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 25000 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 10000 BANNER NEIGHBORHOODS 2900 E FAYETTE STREET BALTIMORE MD 21224 NONE PUBLIC UNRESTRICTED 10000 BENNINGTON COLLEGE 1 COLLEGE DR BENNIGTON VT 05201 NONE PUBLIC UNRESTRICTED 2500 BROWN MEMORIAL TUTORING PROGRAM 1316 PARK AVENUE BALTIMORE BALTIMORE MD 21217 NONE PUBLIC UNRESTRICTED 10000 CAROLINE CENTER 900 SOMERSET STREET BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 5000 CITY NEIGHBORS CHARTER SCHOOL 4301 RASPE AVENUE BALTIMORE MD 212060750 NONE PUBLIC UNRESTRICTED 20000 COLUMBIA CENTER FOR THEATRICAL ARTS INC 6655 DOBBIN ROAD 4 COLUMBIA MD 21045 NONE PUBLIC UNRESTRICTED 5000 COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 300 SOUTH IH-35 SUITE 200 AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 25000 CORPUS CHRISTI CHURCH 110 W LAFAYETTE AVENUE BALTIMORE MD 212174224 NONE PUBLIC UNRESTRICTED 1000 DENISON UNIVERSITY PO BOX 716 GRANVILLE OH 430230716 NONE PUBLIC UNRESTRICTED 1000 ENTERPRISE COMMUNITY PARTNERS 11000 BROKEN LAND PARKWAY STE 700 COLUMBIA MD 21044 NONE PUBLIC UNRESTRICTED 10000 EPISCOPAL COMMUNITY SERVICES OF MARYLAND 901 N MILTON AVE BALTIMORE MD 21205 NONE PUBLIC UNRESTRICTED 10000 EXPLORE AUSTIN 2121 E CESAR CHAVEZ STREET AUSTIN TX 78702 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 SUITE 400 BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 105000 HARRY R HUGHES CENTER FOR ARGO- ECOLOGY 124 WYE NARROWS DRIVE QUEENSTOWN MD 21658 NONE PUBLIC UNRESTRICTED 5000 JOHNS HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET WYMAN PARK W-400 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 20000 KIPP AUSTIN PUBLIC SCHOOLS 8509 FM 969 BUILDING 513 AUSTIN TX 78724 NONE PUBLIC UNRESTRICTED 10000 MCDONOGH SCHOOL 8600 MCDONOUGH RD OWINGS MILLS MD 21117 NONE PUBLIC UNRESTRICTED 10000 NEW LEADERS 1500 UNION AVENUE SUITE 1400 BALTIMORE MD 21211 NONE PUBLIC UNRESTRICTED 40000 NOTRE DAME OF MARYLAND UNIVERSITY 4701 NORTH 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 227 N LAKEWOOD AVENUE BALTIMORE MD 21224 NONE PUBLIC UNRESTRICTED 10000 PEOPLE'S COMMUNITY CLINIC 2909 NORTH IH-35 AUSTIN TX 78722 NONE PUBLIC UNRESTRICTED 2500 PLANNED PARENTHOOD OF MARYLAND 330 N HOWARD STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 1000 PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION 201 EAST BEN WHITE BLVD BLDG B AUSTIN TX 78704 NONE PUBLIC UNRESTRICTED 20000 RAISING A READER 330 TWIN DOLPHIN DRIVE STE 147 REDWOOD CITY CA 94065 NONE PUBLIC UNRESTRICTED 20000 READING PARTNERS 600 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20037 NONE PUBLIC UNRESTRICTED 25000 READY AT FIVE (MARYLAND BUSINESS ROUNTABLE) 5520 RESEARCH PARK DRIVE SUITE 150 BALTIMORE MD 21228 NONE PUBLIC UNRESTRICTED 30000 SOUTHWEST BALTIMORE CHARTER SCHOOL 1300 HERKIMER STREET BALTIMORE MD 21223 NONE PUBLIC UNRESTRICTED 30000 ST VINCENT DE PAUL OF BALTIMORE 2305 N CHARLES STREET SUITE 300 BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 30000 TEACH FOR AMERICA 2601 N HOWARD STREET BALTIMORE MD 21218 NONE PUBLIC UNRESTRICTED 40000 TEXAS BOOK FESTIVAL 610 BRAZOS STREET SUITE 200 AUSTIN TX 78701 NONE PUBLIC UNRESTRICTED 15000 THE COLUMBUS ACADEMY 4300 CHERRY BOTTOM RD 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 10520 OLD FREDERICK ROAD WOODSTOCK MD 21163 NONE PUBLIC UNRESTRICTED 500 THE NATURAL HISTORY SOCIETY OF MARYLAND INC PO BOX 18750 BALTIMORE MD 212060750 NONE PUBLIC UNRESTRICTED 10000 UNITED WAY FOR GREATER AUSTIN 2000 E MLK JR BLVD AUSTIN TX 78702 NONE PUBLIC UNRESTRICTED 10000 UNIVERSITY OF BALTIMORE EDUCATIONAL FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 15000 UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 20000 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT RD COLLEGE PARK MD 20742 NONE PUBLIC UNRESTRICTED 5000 VARIOUS PASSTHROUGH ENTITIES ADDRESS OF RECIPIENTS - VARIOUS BALTIMORE MD 21208 NONE PUBLIC UNRESTRICTED 102 YOUNG AUDIENCES OF MARYLAND INC 2600 NORTH HOWARD STREET BALTIMORE MD 212184981 NONE PUBLIC UNRESTRICTED 30000 AUDREY HERMAN SPOTLIGHTERS THEATRE 817 EAST FORT AVE 233 BALTIMORE MD 21230 NONE PUBLIC UNRESTRICTED 15000 TEMPLE UNIVERSITY PO BOX 827651 PHILADELPHIA PA 191827651 NONE PUBLIC UNRESTRICTED 12000 801102 0 14 51 14 407718 15 703 523000 47 18 29447 NB CO-INVESTMENT II K-1 INCOME (LOSS) 523000 -9580 14 -11670 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) 14 -79 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) 14 -30800 AMCP SECURITY AIV K-1 INCOME (LOSS) 523000 -548 14 -274 AMCP PIPELINE AIV K-1 INCOME (LOSS) 523000 760 14 -196 AMCP AIV K-1 INCOME (LOSS) 523000 -24372 14 -88 EQT MIDSTREAM PARTNERSHIP K-1 INCOME (LOSS) 14 -1494 SOUTHCROSS ENERGY PARTNERS K-1 INCOME (LOSS) 14 -402 ENERGY TRANSFER K-1 INCOME (LOSS) 14 -972 ENBRIDGE ENERGY K-1 INCOME (LOSS) 14 -4453 SANDRIDGE MISSISSIPPIAN K-1 LOSS 14 -69 SANDRIDGE PERMIAN K-1 LOSS 14 -347 SANDRIDGE PERMIAN ORDINARY GAIN UPON SALE 14 441 -33693 387516 0 353823 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6390 6390 0 CHARLES SCHWAB CORPORATE STOCK 1084980 483316 CHARLES SCHWAB VARIOUS INVESTMENTS AT COST 12079776 13135000 BARCLAYS AT COST 661266 661266 OTHER ASSETS 1290 1290 1290 DEFERRED DIVIDENDS 24127 1000 1000 OFFICE EXPENSE 1370 1370 0 DUES & SUBSCRIPTIONS 7667 7667 0 INSURANCE 2250 2250 0 MEALS & ENTERTAINMENT 199 199 0 BANK CHARGES 224 224 0 SEMINARS 130 130 0 SANDBRIDGE MISSISSIPPIAN ROYALTY 274 274 274 SANDBRIDGE PERMIAN ROYALTY 90 90 90 NB CO-INVESTMENT PARTNERSHIP ROYALTIES 339 339 339 NB CO-INVESTMENT II K-1 INCOME (LOSS) -21250 -11670 -21250 NB CO-INVESTMENT CAYMAN K-1 INCOME (LOSS) -79 -79 -79 A&M CAPITAL PARTNERS K-1 INCOME (LOSS) -30800 -30800 -30800 AMCP SECURITY AIV K-1 INCOME (LOSS) -822 -274 -822 AMCP PIPELINE AIV K-1 INCOME (LOSS) 564 -196 564 AMCP AIV K-1 INCOME (LOSS) -24460 -88 -24460 EQT MIDSTREAM PARTNERSHIP K-1 INCOME (LOSS) -1494 -1494 -1494 SOUTHCROSS ENERGY PARTNERS K-1 INCOME (LOSS) -402 -402 -402 ENERGY TRANSFER K-1 INCOME (LOSS) -972 -972 -972 ENBRIDGE ENERGY K-1 INCOME (LOSS) -4453 -4453 -4453 SANDRIDGE MISSISSIPPIAN K-1 LOSS -69 -69 -69 SANDRIDGE PERMIAN K-1 LOSS -347 -347 -347 SANDRIDGE PERMIAN ORDINARY GAIN UPON SALE 441 441 441 PAYROLL PROCESSING FEES 1913 1913 0 INVESTMENT FEES 38761 38761 0 PAYROLL TAXES 8709 8709 0 FORGIEN TAXES 820 820 0 FEDERAL TAXES 5000 0 0