WILLIAM WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM WRIGHT FAMILY FOUNDATION (EIN 75-2743584)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-15
- IRS object ID
- 201341059349100004
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-04-15T08:08:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752841764 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WDW Management Services LC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752743584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Wright Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 9407673643 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W Dan Wright | Name |
| Title | Director | Title |
| Phone | 2149878233 | Phone |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Craig Lawrence | Name |
| PTIN | P01060703 | PTIN |
| Phone | 2149878231 | Phone |
| 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 | 5629617 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 97 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 97 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 118735 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 117721 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -120742 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3386616 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -1910 | TotalRevenueAndExpenses |
| Total Net Investment Income | 117818 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2855 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 855 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 49448 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52303 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 855 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 385000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 385000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 437303 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 855 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 385000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -439213 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 116963 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Cash EOY | -1 | CashEOY |
| Cash EOYFMV | -1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4167628 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 502355 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 502355 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1056173 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3683050 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3910793 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 552545 | InvestmentsOtherBOY |
| Investments Other EOY | 1424906 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1492619 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | -276149 | OtherAssetsEOY |
| Other Assets EOYFMV | -276149 | OtherAssetsEOYFMV |
| Total Assets BOY | 5776347 | TotalAssetsBOY |
| Total Assets EOY | 5334161 | TotalAssetsEOY |
| Total Assets EOYFMV | 5629617 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 7566 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 4593 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 7566 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4593 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5768781 | RetainedEarningsBOY |
| Retained Earnings EOY | 5329568 | RetainedEarningsEOY |
| Total Net Assets BOY | 5768781 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5329568 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5776347 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5334161 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5768781 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -439213 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5329568 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5329568 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (54 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 |
|---|---|---|---|---|---|---|---|
| Ishares MSCI EAFE Index Fund | 2012-02-01 | 2012-06-01 | 139471 | 158765 | -19294 | -19294 | |
| Ishares MSCI EAFE Index Fund | 2012-03-01 | 2012-06-01 | 65650 | 77536 | -11886 | -11886 | |
| Ishares MSCI EAFE Index Fund | 2012-04-02 | 2012-06-01 | 64062 | 75785 | -11723 | -11723 | |
| Ishares MSCI EAFE Index Fund | 2012-09-06 | 2012-10-03 | 5982 | 5828 | 154 | 154 | |
| Ishares MSCI EAFE Index Fund | 2012-09-06 | 2012-11-05 | 4336 | 4177 | 159 | 159 | |
| Ishares MSCI EAFE Index Fund | 2012-09-06 | 2012-12-31 | 15359 | 14027 | 1332 | 1332 | |
| Ishares MSCI Emerging Markets Index | 2012-02-01 | 2012-06-01 | 273107 | 318968 | -45861 | -45861 | |
| Ishares MSCI Emerging Markets Index | 2012-10-03 | 2012-12-31 | 21904 | 20521 | 1383 | 1383 | |
| IShares Russell 2000 Index | 2012-01-06 | 2012-06-01 | 103458 | 105251 | -1793 | -1793 | |
| IShares Russell 2000 Index | 2012-02-01 | 2012-06-01 | 92145 | 100264 | -8119 | -8119 | |
| IShares Russell 2000 Index | 2012-07-05 | 2012-08-03 | 124902 | 124902 | 0 | 0 | |
| IShares Russell 2000 Index | 2012-07-05 | 2012-10-03 | 4842 | 4631 | 211 | 211 | |
| IShares Russell 2000 Index | 2012-07-05 | 2012-12-31 | 2913 | 2794 | 119 | 119 | |
| IShares Tr Barclays Tips Bond Fund | 2011-12-01 | 2012-02-01 | 5701 | 5593 | 108 | 108 | |
| IShares Tr Barclays Tips Bond Fund | 2011-12-01 | 2012-08-03 | 1084 | 1049 | 35 | 35 | |
| IShares Tr Barclays Tips Bond Fund | 2011-12-01 | 2012-11-05 | 6116 | 5826 | 290 | 290 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2011-12-01 | 2012-01-06 | 5031 | 4996 | 35 | 35 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2011-12-01 | 2012-06-01 | 542509 | 539974 | 2535 | 2535 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-02-01 | 2012-06-01 | 436 | 452 | -16 | -16 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-07-05 | 2012-08-03 | 13033 | 12622 | 411 | 411 | |
| Ishares Trust ETF JP Morgan USD Emerging | 2012-07-05 | 2012-11-05 | 2908 | 2754 | 154 | 154 | |
| Sector SPDR Energy Select | 2011-12-01 | 2012-06-01 | 89817 | 102186 | -12369 | -12369 | |
| Sector SPDR Energy Select | 2012-01-06 | 2012-06-01 | 2426 | 2769 | -343 | -343 | |
| Sector SPDR Energy Select | 2012-02-01 | 2012-06-01 | 90439 | 103795 | -13356 | -13356 | |
| Sector SPDR Energy Select | 2012-08-03 | 2012-09-06 | 3921 | 3840 | 81 | 81 | |
| Sector SPDR Energy Select | 2012-08-03 | 2012-10-03 | 3366 | 3211 | 155 | 155 | |
| Sector SPDR Energy Select | 2012-08-03 | 2012-12-31 | 128248 | 126987 | 1261 | 1261 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-02-01 | 2012-06-01 | 540440 | 560675 | -20235 | -20235 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-07-05 | 2012-09-06 | 2486 | 2420 | 66 | 66 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-07-05 | 2012-10-03 | 3962 | 3777 | 185 | 185 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-07-05 | 2012-11-05 | 4793 | 4544 | 249 | 249 | |
| SPDR DB Intl Govt Inflation Protected Bond | 2012-07-05 | 2012-12-31 | 1388 | 1298 | 90 | 90 | |
| SPDR Dow Jones International Real Estate | 2012-02-01 | 2012-06-01 | 101475 | 105582 | -4107 | -4107 | |
| SPDR Dow Jones International Real Estate | 2012-03-01 | 2012-06-01 | 66416 | 71894 | -5478 | -5478 | |
| SPDR Dow Jones International Real Estate | 2012-07-05 | 2012-08-03 | 5656 | 5479 | 177 | 177 | |
| SPDR Dow Jones International Real Estate | 2012-07-05 | 2012-09-06 | 838 | 809 | 29 | 29 | |
| SPDR Dow Jones International Real Estate | 2012-07-05 | 2012-10-03 | 1285 | 1213 | 72 | 72 | |
| SPDR Dow Jones International Real Estate | 2012-07-05 | 2012-11-05 | 9913 | 8972 | 941 | 941 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2012-01-06 | 758 | 749 | 9 | 9 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2012-06-01 | 300269 | 290532 | 9737 | 9737 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2012-08-03 | 4000 | 3620 | 380 | 380 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2012-09-06 | 11704 | 10363 | 1341 | 1341 | |
| SPDR S&P 500 ETF | 2011-12-01 | 2012-10-03 | 6752 | 5868 | 884 | 884 | |
| SPDR S&P Metals & Mining | 2012-02-01 | 2012-04-02 | 97559 | 106157 | -8598 | -8598 | |
| SPDR S&P Metals & Mining | 2012-10-03 | 2012-12-05 | 120488 | 120488 | 0 | 0 | |
| Vanguard Reit Index ETF | 2012-01-06 | 2012-02-01 | 10550 | 10073 | 477 | 477 | |
| Vanguard Reit Index ETF | 2012-01-06 | 2012-07-05 | 13466 | 12206 | 1260 | 1260 | |
| Vanguard Reit Index ETF | 2012-01-06 | 2012-08-03 | 2326 | 2074 | 252 | 252 | |
| Vanguard Reit Index ETF | 2012-01-06 | 2012-11-05 | 131495 | 121406 | 10089 | 10089 | |
| Vanguard Reit Index ETF | 2012-01-06 | 2012-12-05 | 69128 | 63754 | 5374 | 5374 | |
| Vanguard Reit Index ETF | 2012-06-01 | 2012-12-05 | 53388 | 50988 | 2400 | 2400 | |
| Vanguard Reit Index ETF | 2012-09-06 | 2012-12-05 | 3020 | 3020 | 0 | 0 | |
| Vanguard Reit Index ETF | 2012-10-03 | 2012-12-05 | 9894 | 9894 | 0 | 0 | |
| Capital Gains Dividends | 1 | 1 | 1 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -120742 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 605907 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5628877 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107643 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 343413 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5885195 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058352 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 353477 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5280370 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.066942 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 342412 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6189182 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055324 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 340000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7000762 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048566 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.336827 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067365 | AverageDistributionRatio |
| Net Noncharitable Assets | 5550667 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 373921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1170 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 375091 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 385000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1170 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1170 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1170 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2517 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2517 | TotalCreditsAndPayments |
| Overpayment | 1347 | Overpayment |
| Amount Credited To Next Year | 1347 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | William D Wright | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9402353333 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 3816727 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1789835 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 28633 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5635195 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5635195 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 84528 | CashDeemedCharitable |
| Net Noncharitable Assets | 5550667 | NetNoncharitableAssets |
| Minimum Investment Return | 277533 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 277533 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1170 | TaxBasedOnInvestmentIncome |
| Total Tax | 1170 | TotalTax |
| Distributable Amount Before Adj | 276363 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 276363 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 276363 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 385000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 385000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1170 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 383830 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 276363 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 37729 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 97404 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 54027 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 341429 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 530589 | TotalExcessDistriCarryover |
| Qualifying Distributions | 385000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 276363 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 108637 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 639226 | 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 | 639226 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 37729 | ExcessFromYear4 |
| Excess From Year3 | 97404 | ExcessFromYear3 |
| Excess From Year2 | 54027 | ExcessFromYear2 |
| Excess From Year1 | 341429 | ExcessFromYear1 |
| Excess From Current Year | 108637 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | William Dan Wright | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| 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 | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 385000 | 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 | $97 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $118,735 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$120,742 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$1,910 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1910 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Ishares Trust ETF JP Morgan USD Emerging | 682392 | 729864 |
| SPDR S&P 500 ETF | 1041425 | 1108235 |
| Sector SPDR Energy Select | 136313 | 139269 |
| Ishares MSCI Emerging Markets Index | 385493 | 414052 |
| Ishares MSCI EAFE Index Fund | 375695 | 414225 |
| SPDR Dow Jones International Real Estate | 245416 | 275846 |
| Vanguard REIT Index | 274434 | 275768 |
| Ishares Russell 2000 Index | 264794 | 277068 |
| SPDR S&P Metals & Mining | 277088 | 276466 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Accrued Dividends | AT COST | 28633 | 28633 |
| Ishares Lehman TIPS Bond | AT COST | 711378 | 734166 |
| SPDR DB Intl Govt Inflation Protected Bond Fund | AT COST | 684895 | 729820 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Timing Difference (Settlements) | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | -276149 | EOYBookValue |
| EOYFMV | -276149 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Dues - Association of Small Foundations | 695 | 0 | 0 |
| Bank Service Charges | 15 | 0 | 0 |
| Management Fees | 48738 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued Management Fees | Description |
| BOY Book Value | 7566 | BOYBookValue |
| EOY Book Value | 4593 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign Tax Paid | $855 | 855 | 0 |
| Income Tax Expense | $2,000 | 0 | 0 |
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