WRG FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WRG FOUNDATION (EIN 13-3407905)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-12
IRS object ID: 201343169349100499
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-12T15:57:43-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CORNICK GARBER & SANDLER LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	825 THIRD AVENUE 4TH FL	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	100229524	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	133407905	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WRG FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% BYRON GRANT	InCareOfName
Name Control	WRGF	NameControl
Phone	5033520281	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BYRON GRANT	AddressLine1
Address Line2	9045 NW KAISER ROAD Suite	AddressLine2
City	PORTLAND	City
State	OR	State
ZIP Code	97231	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BYRON GRANT	Name
Title	TRUSTEE	Title
Phone	5033520281	Phone
Date Signed	2013-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHELE ROSENBERG	Name
Phone	2125573900	Phone
Date Prepared	2013-11-11	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	8870940	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	5	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	5	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	224907	DividendsRevAndExpnss
Dividends Net Invst Incm	224899	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-189596	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	5052626	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	656	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	656	OtherIncomeNetInvstIncm
Total Revenue And Expenses	35972	TotalRevenueAndExpenses
Total Net Investment Income	225560	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss	19600	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	19600	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	203	InterestRevAndExpnss
Interest Net Invst Incm	203	InterestNetInvstIncm
Taxes Rev And Expnss	821	TaxesRevAndExpnss
Taxes Net Invst Incm	821	TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss	27787	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	27787	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	83456	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	79481	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	3975	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	131867	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	80505	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	51362	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	351511	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	351511	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	483378	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	80505	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	402873	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-447406	ExcessOfRevenueOverExpenses
Net Investment Income	145055	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	261351	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	71244	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	71244	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	862132	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	0	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	0	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	5179354	InvestmentsCorpStockBOY
Investments Corp Stock EOY	6714576	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	6946738	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	872450	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	0	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	0	InvestmentsCorpBondsEOYFMV
Investments Other BOY	1643866	InvestmentsOtherBOY
Investments Other EOY	1612069	InvestmentsOtherEOY
Investments Other EOYFMV	1612069	InvestmentsOtherEOYFMV
Other Assets BOY	199926	OtherAssetsBOY
Other Assets EOY	239308	OtherAssetsEOY
Other Assets EOYFMV	240889	OtherAssetsEOYFMV
Total Assets BOY	9019079	TotalAssetsBOY
Total Assets EOY	8637197	TotalAssetsEOY
Total Assets EOYFMV	8870940	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	9019079	CapitalStockBOY
Capital Stock EOY	8637197	CapitalStockEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Total Net Assets BOY	9019079	TotalNetAssetsBOY
Total Net Assets EOY	8637197	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	9019079	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8637197	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	9019079	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-447406	ExcessOfRevenueOverExpenses
Other Increases	65524	OtherIncreases
Subtotal	8637197	Subtotal
Total Net Assets Fund Balances EOY	8637197	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date SoldDateSold	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Gross Sales PriceGrossSalesPrice
WORTHLESS STOCK - 12,500 SHS HEMCON MEDICAL TECHNOLOGIES	P	2012-12-31	53125	-53125	-53125
RBC CAPITAL MARKETS 312-28614	P	2012-12-31	335099	-10201	-10201	324898
RBC CAPITAL MARKETS 312-28614		2012-12-31	490902	662	662	491564
PHILLIPS AND COMPANY AJD-017560	P	2012-12-31	32633	-1512	-1512	31121
PHILLIPS AND COMPANY AJD-017560	P	2012-12-31	26046	1340	1340	27386
PHILLIPS AND COMPANY AJD-017552	P	2012-12-31	22101	-3402	-3402	18699
PHILLIPS AND COMPANY AJD-017552	P	2012-12-31	42445	-5885	-5885	36560
PHILLIPS AND COMPANY 57X-068613	P	2012-12-31	402624	-11694	-11694	390930
PHILLIPS AND COMPANY 57X-068613	P	2012-12-31	670346	-61335	-61335	609011
PHILLIPS AND COMPANY AJD-017545		2012-12-31	82429	1563	1563	83992
PHILLIPS AND COMPANY AJD-017545	P	2012-12-31	345782	-10397	-10397	335385
PHILLIPS AND COMPANY AJD-017578	P	2012-12-31	533743	5394	5394	539137
PHILLIPS AND COMPANY AJD-017578	P	2012-12-31	1460763	1995	1995	1462758
PHILLIPS AND COMPANY AJD-017537	P	2012-12-31	460024	-21351	-21351	438673
PHILLIPS AND COMPANY AJD-017537	P	2012-12-31	254703	-30341	-30341	224362
PHILLIPS AND COMPANY AJD-017537 (MERGER)	P	2012-05-04	8860	260	260	9120
DEFENDERS LIQUIDATING TRUST DISSOLUTION	P	2012-11-30	20597	-20597	-20597
CAPITAL GAIN DIVIDENDS	P			59462

Field	Value	IRS element (for citing)
Capital Gain Net Income	-189596	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	388247	QualifyingDistributionsYear1
Noncharitable Assets Year1	9016609	NoncharitableAssetsYear1
Distribution Ratio Year1	0.043059	DistributionRatioYear1
Qualifying Distributions Year2	416088	QualifyingDistributionsYear2
Noncharitable Assets Year2	8753617	NoncharitableAssetsYear2
Distribution Ratio Year2	0.047533	DistributionRatioYear2
Qualifying Distributions Year3	516471	QualifyingDistributionsYear3
Noncharitable Assets Year3	8138945	NoncharitableAssetsYear3
Distribution Ratio Year3	0.063457	DistributionRatioYear3
Qualifying Distributions Year4	291559	QualifyingDistributionsYear4
Noncharitable Assets Year4	10169937	NoncharitableAssetsYear4
Distribution Ratio Year4	0.028669	DistributionRatioYear4
Qualifying Distributions Year5	698746	QualifyingDistributionsYear5
Noncharitable Assets Year5	12131990	NoncharitableAssetsYear5
Distribution Ratio Year5	0.057595	DistributionRatioYear5
Total Distribution Ratio	0.240313	TotalDistributionRatio
Average Distribution Ratio	0.048063	AverageDistributionRatio
Net Noncharitable Assets	8791293	NetNoncharitableAssets
Adjusted Noncharitable Assets	422536	AdjustedNoncharitableAssets
One Percent Net Investment Income	1451	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	423987	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	402873	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	2901	InvestmentIncomeExciseTax
Subtotal	2901	Subtotal
Tax Based On Investment Income	2901	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	8720	EstTaxPaymentsAndOverpayment
Total Credits And Payments	8720	TotalCreditsAndPayments
Overpayment	5819	Overpayment
Amount Credited To Next Year	5819	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BYRON GRANT	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	5033520281	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	9045 NW KAISER ROAD	AddressLine1
City	PORTLAND	City
State	OR	State
ZIP Code	97231	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	true	UndistributedIncomePriorYears
Undistributed Income Prior Year1	2011	UndistributedIncomePriorYear1
Undistr Income4942a2 Not Applied	true	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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
BYRON GRANT
9045 NW KAISER ROAD	PORTLAND	OR	97231	TRUSTEE	2.0	0	0	0
DEBORAH S GRANT
0836 SW CURRY STREET	PORTLAND	OR	97239	TRUSTEE	2.0	0	0	0
ELISE S LAUINGER
PO BOX 1686	CULPEPER	VA	22701	TRUSTEE	2.0	0	0	0

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	6793275	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	278938	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	1852958	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	8925171	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	8925171	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	133878	CashDeemedCharitable
Net Noncharitable Assets	8791293	NetNoncharitableAssets
Minimum Investment Return	439565	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	439565	MinimumInvestmentReturn
Tax Based On Investment Income	2901	TaxBasedOnInvestmentIncome
Total Tax	2901	TotalTax
Distributable Amount Before Adj	436664	DistributableAmountBeforeAdj
Distributable Amount Before Ded	436664	DistributableAmountBeforeDed
Distributable Amount As Adjusted	436664	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	402873	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	402873	QualifyingDistributions
Adj Qualifying Distributions	402873	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	436664	DistributableAmountAsAdjusted
Undistributed Income Prior Year	422129	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Excess Distri Carryover Year5	0	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	0	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	0	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	0	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	402873	QualifyingDistributions
Applied To Year1	402873	AppliedToYear1
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Taxable Amount2	19256	TaxableAmount2
Undistributed Income CY	436664	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Year3	0	ExcessFromYear3
Excess From Year2	0	ExcessFromYear2
Excess From Year1	0	ExcessFromYear1
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	ESTATE OF WILLIAM R GRANT	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode
ST MARYS HOME FOR BOYS
16535 SW TV HWY	BEAVERTON	OH	97006	NONE	EXEMPT	CHARITABLE	$5,000
MERCY CORPS
PO BOX 2669	PORTLAND	OR	97208	NONE	EXEMPT	CHARITABLE	$10,000
KOMEN RACE FOR THE CURE
1400 SW WASHINGTON AFFILIATE	PORTLAND	OR	97201	NONE	501(C)(3)	CHARITABLE	$8,055
NATIONAL COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE
244 EAST 58TH STREET	NEW YORK	NY	10022	NONE	EXEMPT	CHARITABLE	$1,000
JOBS FOR VIRGINIA GRADUATES
919 WEST FRANKLIN STREET	RICHMOND	VA	23284	NONE	501(C)(3)	CHARITABLE	$20,000
CULPEPER REGIONAL HOSPITAL
501 SUNSET LANE	CULPEPER	VA	22701	NONE	EXEMPT	CHARITABLE	$30,000
GRYMES MEMORIAL SCHOOL
13775 SPICERS MILL ROAD	ORANGE	VA	22960	NONE	EXEMPT	CHARITABLE	$37,000
CACERES MISSION AID PROGRAM
				NONE	EXEMPT	CHARITABLE	$10,000	ELIAS ANGELES STREET	NAGA CITY	RP	4400
FRIENDS OF THE CHILDREN
1617 JFK BOULEVARD BOULEVARD	PHILADELPHIA	PA	19103	NONE	EXEMPT	CHARITABLE	$10,000
CHRISTIECARE
PO BOX 368	MARYLHURST	OR	97036	NONE	EXEMPT	CHARITABLE	$10,000
PORTSMOUTH ABBEY
285 CORYS LANE	PORTSMOUTH	RI	02871	NONE	EXEMPT	CHARITABLE	$3,000
MOUNT ANGEL ABBEY
ONE ABBEY DRIVE	ST BENEDICT	OR	97373	NONE	EXEMPT	CHARITABLE	$2,500
NAMI OREGON
4701 SE 24TH STREET SUITE E	PORTLAND	OR	97202	NONE	501(C)(3)	CHARITABLE	$5,000
ST VINCENT CHARITY CARE
2351 EAST 22ND STREET	CLEVELAND	OH	44115	NONE	EXEMPT	CHARITABLE	$25,000
HABITAT FOR HUMANITY
121 HABITAT STREET	AMERICUS	GA	31709	NONE	501(C)(3)	CHARITABLE	$2,500
ST ANDREWS NATIVITY SCHOOL
4925 NE 9TH	PORTLAND	OR	97211	NONE	EXEMPT	CHARITABLE	$5,000
CHURCH OF ST ELIZABETH OF HUNGARY
211 EAST 83RD STREET	NEW YORK	NY	10028	NONE	EXEMPT	CHARITABLE	$1,000
COMMUNITY SOLUTIONS
14 EAST 28TH STREET PH	NEW YORK	NY	10016	NONE	EXEMPT	CHARITABLE	$5,000
FOSTER CARE TO SUCCESS
21351 GENTRY DRIVE	STERLING	VA	20166	NONE	EXEMPT	CHARITABLE	$6,000
METROPOLITAN FAMILY SERVICES
ONE NORTH DEARBORN SUITE 1000	CHICAGO	IL	60602	NONE	EXEMPT	CHARITABLE	$3,200
PACIFIC NORTHWEST COLLEGE OF ART
1241 NW JOHNSON STREET	PORTLAND	OR	97209	NONE	EXEMPT	CHARITABLE	$59,250
PROVIDENCE CANCER CENTER
PO BOX 3338	PORTLAND	OR	97208	NONE	EXEMPT	CHARITABLE	$5,000
ST TIMOTHY SCHOOL
13809 POPLAR TREE ROAD	CHANTILLY	VA	20151	NONE	EXEMPT	CHARITABLE	$2,500
THE ABBEY OF REGINA LAUDIS
273 FLANDERS ROAD	BETHLEHEM	CT	06751	NONE	EXEMPT	CHARITABLE	$5,000
PORTLAND VILLAGE SCHOOL
7654 N DELAWARE AVENUE	PORTLAND	OR	97217	NONE	EXEMPT	CHARITABLE	$4,000
ALZHEIMERS ASSOCIATION
PO BOX 96011	WASHINGTON	DC	20090	NONE	501(C)(3)	CHARITABLE	$2,500
AMERICAN RED CROSS
PO BOX 4002018	DES MOINES	IA	50340	NONE	EXEMPT	CHARITABLE	$100
ASSOCIATION OF SMALL FOUNDATIONS
1720 N STREET NW	WASHINGTON	DC	20036	NONE	501(C)(3)	CHARITABLE	$695
BEAVERTON SCHOOL DISTRICT
16550 SW MERLO ROAD	BEAVERTON	OR	97006	NONE	EXEMPT	CHARITABLE	$200
CANCER FEDERATION
PO BOX 1298	BANNING	CA	92220	NONE	EXEMPT	CHARITABLE	$50
CAT ADOPTION TEAM
14175 SW GALBREATH DRIVE	SHERWOOD	OR	97140	NONE	501(C)(3)	CHARITABLE	$1,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUE NW	WASHINGTON	DC	20010	NONE	EXEMPT	CHARITABLE	$1,000
COLD SPRING HARBOR FIRE DEPARTMENT
2 MAIN STREET	COLD SPRING HARBOR	NY	11724	NONE	EXEMPT	CHARITABLE	$5,000
CULPEPER STATE THEATRE
305 S MAIN STREET	CULPEPER	VA	22701	NONE	501(C)(3)	CHARITABLE	$19,900
CULPEPER COUNTY VOLUNTEER RESCUE SQUAD
1121 N MAIN STREET	CULPEPER	VA	22701	NONE	EXEMPT	CHARITABLE	$100
ST PATRICK'S CATHEDRAL
14 EAST 51ST STREET	NEW YORK	NY	10022	NONE	EXEMPT	CHARITABLE	$3,500
FREE CLINIC OF CULPEPER
610 LAUREL STREET SUITE 3	CULPEPER	VA	22701	NONE	EXEMPT	CHARITABLE	$500
GOOD COUNSEL
PO BOX 6068	HOBOKEN	NJ	07030	NONE	501(C)(3)	CHARITABLE	$3,761
HALF THE SKY FOUNDATION
715 HEARST AVENUE SUITE 200	BERKELY	CA	94710	NONE	501(C)(3)	CHARITABLE	$10,000
MEDICAL TEAMS INTERNATIONAL
PO BOX 10	PORTLAND	OR	97207	NONE	501(C)(3)	CHARITABLE	$10,000
MULTIPLE SCLEROSIS FOUNDATION
6520 NORTH ANDREWS AVENUE	FORT LAUDERDALE	FL	33309	NONE	501(C)(3)	CHARITABLE	$50
MUSCULAR DISTROPHY ASSOCATION
PO BOX 78960	PHOENIX	AZ	85062	NONE	EXEMPT	CHARITABLE	$50
NEW AVENUES FOR YOUTH
1220 SW COLUMBIA STREET	PORTLAND	OR	97201	NONE	EXEMPT	CHARITABLE	$250
PARTNERS IN HEALTH
PO BOX 845578	BOSTON	MA	02284	NONE	501(C)(3)	CHARITABLE	$5,000
PROVIDENCE CHILD CENTER
830 NE 47TH AVENUE	PORTLAND	OR	97213	NONE	EXEMPT	CHARITABLE	$3,500
PROVIDENCE ST VINCENT MEDICAL CENTER
9205 SW BARNES ROAD	PORTLAND	OR	97225	NONE	EXEMPT	CHARITABLE	$7,500
ROBERT E LEE MEMORIAL FOUNDATION
483 GREAT HOUSE ROAD	STRATFORD	VA	22558	NONE	501(C)(3)	CHARITABLE	$1,000
SPECTRUM YOUTH & FAMILY SERVICES
31 ELMWOOD AVENUE	BURLINGTON	VT	05401	NONE	EXEMPT	CHARITABLE	$100
YMCA
9500 SW BARBUR BOULEVARD	PORTLAND	OR	97231	NONE	EXEMPT	CHARITABLE	$250
YOUNG AUDIENCES OF OREGON
1220 SW MORRISON SUITE 1000	PORTLAND	OR	97205	NONE	501(C)(3)	CHARITABLE	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	351511	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$5	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$224,907	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$656	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$189,596	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$35,972	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	35972	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	CORNICK, GARBER & SANDLER, LLP	Category
Amount	$19,600	Amount
Disbursements Charitable Prps	19600	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
65,000 ROYAL BANK OF CANADA
MEDIUM TERM NOTE 6/28/13	0	0
SECURITIES HELD AT PHILLIPS
AND COMPANY	0	0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (8 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
12,500 SHS HEMCON	0	0
125 SHS GLOBAL WEALTH - ORD	1	1
50,000 SHS GLOBAL WEALTH - PFD	50000	18000
1,429 SHS ACI GLOBAL CORP	2001	0
SECURITIES HELD AT RBC CAPITAL
MARKETS	1727404	1603916
SECURITIES HELD AT PHILLIPS
AND COMPANY	4935170	5324821

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
CONTRARIAN TRENDS	AT COST	1612069	1612069
DEFENDERS MULTI STRATEGY HEDGE	AT COST	0	0

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
LIFE INSURANCE CONTRACT - CSV	199926	199926	201507
DISTRIBUTION RECEIVABLE -
DEFENDER'S MULTI-STRATEGY		39382	39382

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT ADVISORY FEES	59876	59876
CONTRARIAN TRENDS LP -
OTHER DEDUCTIONS	19605	19605
INSURANCE EXPENSE	3975		3975

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
CONTRARIAN TRENDS, LP	720	720
DEFENDERS FUND LIQUIDATING TRUST	-64	-64

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
UNREALIZED GAIN FROM K-1 - CONTRARIAN	$0
TRENDS, L.P.	$65,524

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN WITHHOLDING TAXES	Category
Amount	$821	Amount
Net Investment Income	821	NetInvestmentIncome

WRG FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (8 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments