WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT FAMILY FOUNDATION (EIN 52-2278319)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349100401
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T07:29:01-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520982413 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 SOUTH CHARLES ST 18TH FLOOR | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522278319 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WRIG | NameControl |
| Phone | 4104723398 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14626 THORNTON MILL ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VERNON HC WRIGHT | Name |
| Title | TRUSTEE | Title |
| Phone | 4104723398 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL O WALLACE | Name |
| PTIN | P00002583 | PTIN |
| Phone | 4106855512 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15928565 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 100 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 100 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 545411 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 545411 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -191792 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2090420 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 6614 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 6614 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 360333 | TotalRevenueAndExpenses |
| Total Net Investment Income | 552125 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 95785 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 95785 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11900 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 46815 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 46815 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8104 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8104 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 6697 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 6697 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 33059 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 33059 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 202360 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 202360 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 911792 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 911792 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1114152 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 202360 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 911792 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -753819 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 349765 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 247621 | CashBOY |
| Cash EOY | 481216 | CashEOY |
| Cash EOYFMV | 481216 | CashEOYFMV |
| Investments Corp Stock BOY | 1084981 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1084981 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 334713 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 15860148 | InvestmentsOtherBOY |
| Investments Other EOY | 14843036 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15076508 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 6430 | OtherAssetsBOY |
| Other Assets EOY | 36128 | OtherAssetsEOY |
| Other Assets EOYFMV | 36128 | OtherAssetsEOYFMV |
| Total Assets BOY | 17199180 | TotalAssetsBOY |
| Total Assets EOY | 16445361 | TotalAssetsEOY |
| Total Assets EOYFMV | 15928565 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 17199180 | CapitalStockBOY |
| Capital Stock EOY | 16445361 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 17199180 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16445361 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17199180 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16445361 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17199180 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -753819 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 16445361 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16445361 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - 1036 ST | 2012-01-01 | 2012-12-31 | 28241 | 41286 | -13045 | -13045 | |
| CHARLES SCHWAB - 1036 LT | 2000-01-01 | 2012-12-31 | 2036566 | 2240926 | -204360 | -204360 | |
| CAPITAL GAINS DIVIDENDS | 25613 | 25613 | 25613 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -191792 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 933443 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16531727 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056464 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 821275 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 16892011 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048619 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 728435 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15950517 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045668 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 842615 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18502043 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045542 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 403980 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 20453173 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019751 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216044 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043209 | AverageDistributionRatio |
| Net Noncharitable Assets | 15995625 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 691155 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3498 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 694653 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 911792 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3498 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3498 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3498 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7357 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7357 | TotalCreditsAndPayments |
| Overpayment | 3859 | Overpayment |
| Amount Credited To Next Year | 3859 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.WRIGHTFAMILYFDN.ORG | WebsiteAddress |
| Books In Care Of Person Name | VERNON HC WRIGHT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4104723398 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14626 THORNTON MILL ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 61765 | 0 | 0 |
| MARI BETH MOULTON | ||||||||
| 14626 THORNTON MILL RD | SPARKS | MD | 21152 | EXECUTIVE DIREC | 25.00 | 34020 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 281884 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 340645 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 15616684 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16239213 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 16239213 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 243588 | CashDeemedCharitable |
| Net Noncharitable Assets | 15995625 | NetNoncharitableAssets |
| Minimum Investment Return | 799781 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 799781 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3498 | TaxBasedOnInvestmentIncome |
| Total Tax | 3498 | TotalTax |
| Distributable Amount Before Adj | 796283 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 796283 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 796283 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 911792 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 911792 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3498 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 908294 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 796283 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 114755 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 114755 | TotalExcessDistriCarryover |
| Qualifying Distributions | 911792 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 796283 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 115509 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 230264 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 230264 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 114755 | ExcessFromYear1 |
| Excess From Current Year | 115509 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUCY BABB WRIGHT | ContributingManager |
| Contributing Manager | VERNON HC WRIGHT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (79 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | ||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $9,200 | |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| PO BOX 117 | UNDERHILL | VT | 054890117 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| AUDUBON MARYLAND-DC | ||||||||
| 2901 EAST BALTIMORE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE SUITE 300 | AUSTIN | TX | 78751 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| AUSTIN THEATRE ALLIANCE | ||||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| AUSTIN WALDORF SCHOOL | ||||||||
| 8700 S VIEW RD | AUSTIN | TX | 78737 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BALTIMORE CHAMBER ORCHESTRA (LIVE WIRE STRING QUARTET) | ||||||||
| 11 WEST MT VERNON PLACE | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BALTIMORE EDUCATION SCHOLARSHIP TRUST | ||||||||
| 808 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| BALTIMORE MONTESSORI PUBLIC SCHOOL | ||||||||
| 1500 GUILFORD AVENUE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BANNER NEIGHBORHOODS | ||||||||
| 2900 E FAYETTE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BENNINGTON COLLEGE | ||||||||
| 1 COLLEGE DR | BENNIGTON | VT | 05201 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1400 TILLERY STREET | AUSTIN | TX | 78721 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BREAKTHROUGH | ||||||||
| 1050 EAST 11TH STREET SUITE 350 | AUSTIN | TX | 78702 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BROWN MEMORIAL TUTORING PROGRAM | ||||||||
| 1316 PARK AVENUE BALTIMORE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS | ||||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| CAROLINE CENTER | ||||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| COLUMBIA CENTER FOR THEATRICAL ARTS INC | ||||||||
| 6655 DOBBIN ROAD 4 | COLUMBIA | MD | 21045 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 300 SOUTH IH-35 SUITE 200 | AUSTIN | TX | 78704 | NONE | PUBLIC | UNRESTRICTED | $26,000 | |
| CORPUS CHRISTI CHURCH | ||||||||
| 110 W LAFAYETTE AVENUE | BALTIMORE | MD | 212174224 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| COUNCIL ON FOUNDATION | ||||||||
| 2121 CYRSTAL DRIVE SUITE 700 | ARLINGTON | MD | 22202 | NONE | PUBLIC | UNRESTRICTED | $1,950 | |
| CYLBURN ARBORETUM ASSOCIATION | ||||||||
| 4915 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| DAIRY FOUNDATION OF VIRGINIA INC | ||||||||
| PO BOX 29 | BRIDGEWATER | VA | 22812 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| DENISON UNIVERSITY | ||||||||
| PO BOX 716 | GRANVILLE | OH | 430230716 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| E3 ALLIANCE | ||||||||
| ACC/HIGHLAND BUSINESS CENTER 5930 | AUSTIN | TX | 78752 | NONE | PUBLIC | UNRESTRICTED | $20,000 | MIDDLE FISKVILLE ROAD STE 507 |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 11000 BROKEN LAND PARKWAY STE 700 | COLUMBIA | MD | 21044 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| EPISCOPAL COMMUNITY SERVICES OF MARYLAND | ||||||||
| 901 N MILTON AVE | BALTIMORE | MD | 21205 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| FOSTER ANGELS OF CENTRAL TEXAS | ||||||||
| PO BOX 152575 | AUSTIN | TX | 78715 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| FOUNDATIONS CHARTER SCHOOL INC | ||||||||
| 7030 BELLONA AVENUE | BALTIMORE | MD | 21212 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| GLENELG COUNTRY SCHOOL | ||||||||
| 12793 FOLLY QUARTER RD | ELLICOTT CITY | MD | 21042 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 720 SW WASHINGTON STREET SUITE 605 | PORTLAND | OR | 97205 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| HIGHER ACHIEVEMENT | ||||||||
| 1414 KEY HIGHWAY SUITE 300 | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HOMEWOOD MUSEUM | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| JOHNS HOPKINS MEDICINE | ||||||||
| 601 N CAROLINE STREET/SUITE 6210 | BALTIMORE | MD | 212870910 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 NORTH CHARLES STREET WYMAN | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $20,000 | PARK W-400 |
| KIPP AUSTIN PUBLIC SCHOOLS | ||||||||
| 8509 FM 969 BUILDING 513 | AUSTIN | TX | 78724 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| MARYLAND HUMANITIES COUNCIL | ||||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 212014564 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| MCDONOGH SCHOOL | ||||||||
| 8600 MCDONOUGH RD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| NETWORK FOR GOOD | ||||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $1,030 | |
| NEW LEADERS | ||||||||
| 1500 UNION AVENUE SUITE 1400 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| NOTRE DAME OF MARYLAND UNIVERSITY | ||||||||
| 4701 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| NOTRE DAME PREPARATORY SCHOOL | ||||||||
| 815 HAMPTON LANE | TOWSON | MD | 21286 | NONE | PUBLIC | UNRESTRICTED | $4,575 | |
| PARTNERS IN EXCELLENCE | ||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| PEOPLE'S COMMUNITY CLINIC | ||||||||
| 2909 NORTH IH-35 | AUSTIN | TX | 78722 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| PLANNED PARENTHOOD OF MARYLAND | ||||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION | ||||||||
| 201 EAST BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| RAISING A READER | ||||||||
| 330 TWIN DOLPHIN DRIVE STE 147 | REDWOOD CITY | CA | 94065 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| READING PARTNERS | ||||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| READY AT FIVE (MARYLAND BUSINESS ROUNTABLE) | ||||||||
| 5520 RESEARCH PARK DRIVE SUITE 150 | BALTIMORE | MD | 21228 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| SISTERS ACADEMY | ||||||||
| 139 FIRST AVENUE | BALTIMORE | MD | 21227 | NONE | PUBLIC | UNRESTRICTED | $6,500 | |
| SOUTHWEST BALTIMORE CHARTER SCHOOL | ||||||||
| 1300 HERKIMER STREET | BALTIMORE | MD | 21223 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| ST VINCENT DE PAUL OF BALTIMORE | ||||||||
| 2305 N CHARLES STREET SUITE 300 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $28,800 | |
| TEACH FOR AMERICA | ||||||||
| 2601 N HOWARD STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| TEXAS BOOK FESTIVAL | ||||||||
| 610 BRAZOS STREET SUITE 200 | AUSTIN | TX | 78701 | NONE | PUBLIC | UNRESTRICTED | $7,500 | |
| THE COLUMBUS ACADEMY | ||||||||
| 4300 CHERRY BOTTOM RD | GAHANNA | OH | 43230 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE FAMILY LEAGUE OF BALTIMORE CITY | ||||||||
| 2305 NORRTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $75,000 | |
| THE FAMILY TREE | ||||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| THE FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $25,910 | |
| THE FUND FOR GARRISON FOREST | ||||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THE HOWARD COUNTY CONSERVANCY | ||||||||
| 10520 OLD FREDERICK ROAD | WOODSTOCK | MD | 21163 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| THE MCDONOGH FUND | ||||||||
| 8600 MCDONOGH ROAD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE MIDTOWN ACADEMY | ||||||||
| 1398 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| THE NATURAL HISTORY SOCIETY OF MARYLAND INC | ||||||||
| PO BOX 18750 | BALTIMORE | MD | 212060750 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| THE VILLAGE LEARNING PLACE | ||||||||
| 2521 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| THEATRE ACTION PROJECT | ||||||||
| 701 TILLERY STREET BOX 9 | AUSTIN | TX | 78702 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| UNIVERSITY OF BALTIMORE EDUCATIONAL FOUNDATION | ||||||||
| 1130 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| URBAN TEACHER CENTER | ||||||||
| 1500 UNION AVE STE 2200 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| WOODBERRY CROSSING | ||||||||
| 925 STABLERSVILLE ROAD | BALTIMORE | MD | 21120 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| YOUNG AUDIENCES OF MARYLAND INC | ||||||||
| 2601 NORTH HOWARD STREET | BALTIMORE | MD | 212184981 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| YOUNG VICTORIAN THEATRE COMPANY | ||||||||
| 901 DULANEY VALLEY ROAD STE400 | BALTIMORE | MD | 21204 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| BANNER NEIGHBORHOODS COMMUNITY CORPORATION | ||||||||
| 2900 E FAYETTE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| CYLBURN ARBORETUM ASSOCIATION | ||||||||
| 4915 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| SISTERS ACADEMY | ||||||||
| 139 FIRST AVENUE | BALTIMORE | MD | 21227 | NONE | PUBLIC | UNRESTRICTED | $577 | |
| SOUTHWEST BALTIMORE CHARTER SCHOOL | ||||||||
| 1300 HERKIMER STREET | BALTIMORE | MD | 21223 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| THE GREENMOUNT SCHOOL | ||||||||
| 501 WEST 30TH STREET | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| THE MIDTOWN ACADEMY | ||||||||
| 1398 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| VILLAGE LEARNING PLACE | ||||||||
| 2521 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 911792 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $100 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $545,411 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,614 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$191,792 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $360,333 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 360333 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $11,900 | Amount |
| Net Investment Income | 11900 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1084981 | EOYBookValue |
| EOYFMV | 334713 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CHARLES SCHWAB VARIOUS INVESTMENTS | AT COST | 14670951 | 14875473 |
| BARCLAYS | AT COST | 172085 | 201035 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| OTHER ASSETS | 5790 | 3040 | 3040 |
| DEFERRED DIVIDENDS | 640 | 17374 | 17374 |
| OTHER RECEIVABLE | 15714 | 15714 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 5545 | 5545 | 0 |
| DUES & PUBLICATIONS | 3411 | 3411 | 0 |
| INSURANCE | 2250 | 2250 | 0 |
| CHESAPEAKE GRANITE K-1 DEDUCTION | 1326 | 1326 | 0 |
| SANDRIDGE PERMIAN K-1 DEDUCTION | 735 | 735 | 0 |
| SANDRIDGE MISSISSIPIAN K-1 DEDUCTION | 1512 | 1512 | 0 |
| ENBRIDGE ENERGY K-1 DEDUCTION | 1235 | 1235 | 0 |
| ENERGY TRANSFER K-1 DEDUCTION | 2204 | 2204 | 0 |
| NB CO-INVESTMENT K-1 DEDUCTION | 12679 | 12679 | 0 |
| MEALS AND ENTERTAINMENT | 2162 | 2162 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CHESAPEAKE GRANITE ROYALTY | 2366 | 2366 | 2366 |
| SANDBRIDGE MISSISSIPPIAN ROYALTY | 2999 | 2999 | 2999 |
| SANDBRIDGE PERMIAN ROYALTY | 1104 | 1104 | 1104 |
| SETTLEMENT INCOME | 145 | 145 | 145 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,637 | 1637 | 0 |
| INVESTMENT FEES | $45,178 | 45178 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $7,548 | 7548 | 0 |
| FOREIGN TAXES PAID | $556 | 556 | 0 |
Comments