WILLIAM WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM WRIGHT FAMILY FOUNDATION (EIN 75-2743584)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-31
- IRS object ID
- 201440909349100009
- Schema version
- 2013v3.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-31T14:33:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1 |
| City | Wichita Falls | City |
| State | TX | State |
| ZIP Code | 763080517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wichita Falls | City |
| State | TX | State |
| ZIP Code | 763080517 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W Dan Wright | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2149878233 | PhoneNum |
| Signature | 2014-03-31 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,656,835 | 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 | $166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,086,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,364 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,778 | 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 | $3,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $345,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$214,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $502,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,016,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,016,113 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,683,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,525,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,078,971 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,424,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $573,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $561,751 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$276,149 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,334,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,114,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,656,835 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,593 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,593 | 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 | $5,329,568 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,114,934 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,329,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,114,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,334,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,114,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,329,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$214,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,114,934 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,114,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| IShares Tr Barclays Tips Bond Fund | 2011-12-01 | 2013-02-05 | $359,427 | $346,769 | $12,658 | $12,658 | |
| Ishares MSCI EAFE Index Fund | 2012-09-06 | 2013-02-05 | $15,632 | $13,666 | $1,966 | $1,966 | |
| IShares Russell 2000 Index | 2012-07-05 | 2013-02-05 | $17,059 | $15,281 | $1,778 | $1,778 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-07-05 | 2013-02-05 | $341,338 | $328,395 | $12,943 | $12,943 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2013-02-05 | $60,561 | $50,441 | $10,120 | $10,120 | |
| SPDR Dow Jones International Real Estate | 2012-07-05 | 2013-02-05 | $905 | $809 | $96 | $96 | |
| Vanguard Reit Index ETF | 2012-09-06 | 2013-02-05 | $10,022 | $9,636 | $386 | $386 | |
| IShares Tr Barclays Tips Bond Fund | 2011-12-01 | 2013-02-28 | $195,625 | $188,532 | $7,093 | $7,093 | |
| IShares Tr Barclays Tips Bond Fund | 2012-01-06 | 2013-02-28 | $1,209 | $1,175 | $34 | $34 | |
| IShares Tr Barclays Tips Bond Fund | 2012-06-01 | 2013-02-28 | $130,941 | $131,314 | -$373 | -$373 | |
| IShares Tr Barclays Tips Bond Fund | 2012-07-05 | 2013-02-28 | $11,244 | $11,139 | $105 | $105 | |
| IShares Tr Barclays Tips Bond Fund | 2012-09-06 | 2013-02-28 | $9,672 | $9,690 | -$18 | -$18 | |
| IShares Tr Barclays Tips Bond Fund | 2012-10-03 | 2013-02-28 | $5,441 | $5,487 | -$46 | -$46 | |
| IShares Tr Barclays Tips Bond Fund | 2012-12-31 | 2013-02-28 | $17,169 | $17,272 | -$103 | -$103 | |
| SPDR S&P Metals & Mining | 2012-10-03 | 2013-02-28 | $10,256 | $10,978 | -$722 | -$722 | |
| SPDR S&P Metals & Mining | 2012-10-03 | 2013-02-28 | $120,589 | $135,522 | -$14,933 | -$14,933 | |
| SPDR S&P Metals & Mining | 2012-12-31 | 2013-02-28 | $118,473 | $130,588 | -$12,115 | -$12,115 | |
| SPDR S&P Metals & Mining | 2013-02-05 | 2013-02-28 | $7,122 | $7,679 | -$557 | -$557 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-07-05 | 2013-02-28 | $350,334 | $333,636 | $16,698 | $16,698 | |
| Ishares MSCI Emerging Markets Index | 2012-10-03 | 2013-03-28 | $191,876 | $185,641 | $6,235 | $6,235 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-07-05 | 2013-03-28 | $357,022 | $348,475 | $8,547 | $8,547 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-10-03 | 2013-03-28 | $1,528 | $1,585 | -$57 | -$57 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-12-31 | 2013-03-28 | $3,762 | $3,938 | -$176 | -$176 | |
| Ishares MSCI Emerging Markets Index | 2012-10-03 | 2013-07-01 | $185,865 | $198,524 | -$12,659 | -$12,659 | |
| Ishares MSCI Emerging Markets Index | 2012-11-05 | 2013-07-01 | $1,237 | $1,328 | -$91 | -$91 | |
| Ishares MSCI Emerging Markets Index | 2013-02-05 | 2013-07-01 | $2,088 | $2,397 | -$309 | -$309 | |
| Ishares MSCI EAFE Index Fund | 2012-09-06 | 2013-07-01 | $202,323 | $180,499 | $21,824 | $21,824 | |
| IShares Tr Barclays Tips Bond Fund | 2013-03-28 | 2013-07-01 | $783 | $848 | -$65 | -$65 | |
| IShares Tr Barclays Tips Bond Fund | 2013-03-28 | 2013-07-01 | $343,437 | $371,877 | -$28,440 | -$28,440 | |
| SPDR Dow Jones International Real Estate | 2012-07-05 | 2013-07-01 | $263,913 | $243,528 | $20,385 | $20,385 | |
| SPDR Dow Jones International Real Estate | 2012-12-31 | 2013-07-01 | $1,036 | $1,079 | -$43 | -$43 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-07-05 | 2013-07-01 | $460 | $472 | -$12 | -$12 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-08-03 | 2013-07-01 | $334,923 | $350,786 | -$15,863 | -$15,863 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2013-02-05 | 2013-07-01 | $4,542 | $5,031 | -$489 | -$489 | |
| Vanguard Reit Index ETF | 2012-09-06 | 2013-07-01 | $57,689 | $54,602 | $3,087 | $3,087 | |
| Vanguard Reit Index ETF | 2012-10-03 | 2013-07-01 | $82,828 | $78,291 | $4,537 | $4,537 | |
| Vanguard Reit Index ETF | 2012-10-03 | 2013-09-03 | $130,420 | $131,904 | -$1,484 | -$1,484 | |
| Sector SPDR Energy Select | 2012-08-03 | 2013-11-01 | $160,881 | $130,059 | $30,822 | $30,822 | |
| Sector SPDR Energy Select | 2012-11-05 | 2013-11-01 | $7,513 | $6,254 | $1,259 | $1,259 | |
| Sector SPDR Energy Select | 2013-02-05 | 2013-11-01 | $139,983 | $125,683 | $14,300 | $14,300 | |
| Vanguard Total Bond Market ETF | 2013-11-01 | 2013-12-02 | $554,035 | $557,492 | -$3,457 | -$3,457 | |
| Vanguard Reit Index ETF | 2013-11-01 | 2013-12-02 | $274,965 | $290,884 | -$15,919 | -$15,919 | |
| Capital Gains Dividends | $422 | $422 | $422 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,364 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $383,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,550,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $605,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,628,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $343,413 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,885,195 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058352 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $353,477 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,280,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066942 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $342,412 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,189,182 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055324 | DistributionYr5Rt |
| Total Distribution | 0.357411 | TotalDistributionRt |
| Average Distribution | 0.071482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,530,086 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $395,302 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $396,813 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $345,590 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,347 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,347 | TotalPaymentsAndCreditsAmt |
| Tax Due | $675 | TaxDueAmt |
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 | AddressLine1 |
| City | Wichita Falls | City |
| State | TX | State |
| ZIP Code | 763080517 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,761,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,837,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,419 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,614,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,614,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,530,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,022 | TotalTaxAmt |
| Distributable Before Adj | $273,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $345,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $345,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $345,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $341,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $639,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $345,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $273,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,108 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $711,334 | 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 | $37,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $673,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,404 | ExcessFromYear4Amt |
| Excess From Year3 | $54,027 | ExcessFromYear3Amt |
| Excess From Year2 | $341,429 | ExcessFromYear2Amt |
| Excess From Year1 | $108,637 | ExcessFromYear1Amt |
| Excess From Current Year | $72,108 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $50,000 |
| First Baptist Church | ||||||
| 2003 Fannin Street | Vernon | TX | 76384 | Public | Charitable | $5,000 |
| New Life Baptist Church | ||||||
| 715 Indian Street | Vernon | TX | 76384 | Public | Charitable | $5,000 |
| University of California Foundation | ||||||
| 214 Dickinson St Room C-103 | San Diego | CA | 921038467 | Public | Charitable | $125,000 |
| Sanford-Burnham Medical Research Institute | ||||||
| 10901 N Torrey Pines Road | La Jolla | CA | 92037 | Public | For continuation of research | $110,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,590 | 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 | $166 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,364 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,806 | 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 (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Trust ETF JP Morgan USD Emerging | $283,094 | $276,241 |
| SPDR S&P 500 ETF | $990,984 | $1,362,643 |
| Sector SPDR Energy Select | $0 | $0 |
| Ishares MSCI Emerging Markets Index | $572,128 | $571,129 |
| Ishares MSCI EAFE Index Fund | $516,158 | $603,385 |
| SPDR Dow Jones International Real Estate | $267,852 | $261,620 |
| Vanguard REIT Index | $0 | $0 |
| Ishares Russell 2000 Index | $335,062 | $451,288 |
| SPDR S&P Metals & Mining | $0 | $0 |
| Vanguard Total Bond Market ETF | $560,333 | $552,665 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Dividends | AT COST | $15,419 | $15,419 |
| Ishares Lehman TIPS Bond | AT COST | $0 | $0 |
| SPDR DB Intl Govt Inflation Protected Bond Fund | AT COST | $557,791 | $546,332 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Timing Difference (Settlements) | Desc |
| BOY Book Value | -$276,149 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues - Association of Small Foundations | $725 | $0 | $0 |
| Bank Service Charges | $50 | $0 | $0 |
| Management Fees | $18,393 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Management Fees | Desc |
| BOY Book Value | $4,593 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $2,682 | $2,682 | $0 |
| Income Tax Expense | $1,000 | $0 | $0 |
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