WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT FAMILY FOUNDATION (EIN 52-2278319)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201233189349100028
- Schema version
- 2011v1.2
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T08:58:40-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 S CHARLES ST STE 1800 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212013102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL O WALLACE | Name |
| Phone | 4106855512 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 16018679 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5750 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 206 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 206 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 534454 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 534454 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21070 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2511248 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21070 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3898 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3898 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 565378 | TotalRevenueAndExpenses |
| Total Net Investment Income | 559628 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 92708 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 92708 | CompOfcrDirTrstNetInvstIncm |
| Other Prof Fees Rev And Expnss | 43862 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 43862 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 23823 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8543 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 686 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 686 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 18897 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18897 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 179976 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 164696 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 937392 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 937392 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1117368 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 164696 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 937392 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -551990 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 394932 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 833697 | CashBOY |
| Cash EOY | 247621 | CashEOY |
| Cash EOYFMV | 247622 | CashEOYFMV |
| Investments Corp Stock BOY | 1084981 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1084981 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 224674 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 15830839 | InvestmentsOtherBOY |
| Investments Other EOY | 15860148 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15539953 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1653 | OtherAssetsBOY |
| Other Assets EOY | 6430 | OtherAssetsEOY |
| Other Assets EOYFMV | 6430 | OtherAssetsEOYFMV |
| Total Assets BOY | 17751170 | TotalAssetsBOY |
| Total Assets EOY | 17199180 | TotalAssetsEOY |
| Total Assets EOYFMV | 16018679 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 17751170 | CapitalStockBOY |
| Capital Stock EOY | 17199180 | CapitalStockEOY |
| Total Net Assets BOY | 17751170 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17199180 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17751170 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17199180 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17751170 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -551990 | ExcessOfRevenueOverExpenses |
| Subtotal | 17199180 | Subtotal |
| Total Net Assets Fund Balances EOY | 17199180 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| POWERSHARES K-1 - SEC 1256 LT | P | 2000-01-01 | 2011-12-31 | 1498 | -1498 | -1498 | |
| POWERSHARES K-1 - SEC 1256 ST | P | 2011-01-01 | 2011-12-31 | 998 | -998 | -998 | |
| CHARLES SCHWAB - 1036 CAP. GAIN DISTR. | P | 2000-01-01 | 2011-12-31 | 29535 | 29535 | 29535 | |
| CHARLES SCHWAB - 1036 LT | P | 2000-01-01 | 2011-12-31 | 652683 | 55146 | 55146 | 707829 |
| CHARLES SCHWAB - 1036 ST | P | 2011-01-01 | 2011-12-31 | 1834999 | -61115 | -61115 | 1773884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21070 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 821275 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16892011 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04862 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 728435 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15950517 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04567 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 842615 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18502043 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04554 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 403980 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20453173 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.01975 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 344445 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13163861 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02617 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.18575 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03715 | AverageDistributionRatio |
| Net Noncharitable Assets | 16531727 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 614137 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3949 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 618086 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 937392 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3949 | InvestmentIncomeExciseTax |
| Subtotal | 3949 | Subtotal |
| Tax Based On Investment Income | 3949 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11320 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Overpayment | 7357 | Overpayment |
| Amount Credited To Next Year | 7357 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | 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 |
| Website Address | WWW.WRIGHTFAMILYFDN.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNON HC WRIGHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| MARI BETH MOULTON | ||||||
| 14626 THORNTON MILL RD | SPARKS | MD | 21152 | Executive Direc | 25.00 | 32708 |
| KATHERINE B WRIGHT | ||||||
| 12400 HWY 71 WEST STE 350-119 | AUSTIN | TX | 78738 | Executive Direc | 25.00 | 60000 |
| VERNON HC WRIGHT | ||||||
| 14626 THORNTON MILL ROAD | SPARKS | MD | 21152 | Trustee | 4.00 | 0 |
| LUCY BABB WRIGHT | ||||||
| 14626 THORTNON MILL ROAD | SPARKS | MD | 21152 | Trustee | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 302522 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 542110 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 15938847 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16783479 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 16783479 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 251752 | CashDeemedCharitable |
| Net Noncharitable Assets | 16531727 | NetNoncharitableAssets |
| Minimum Investment Return | 826586 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 826586 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3949 | TaxBasedOnInvestmentIncome |
| Total Tax | 3949 | TotalTax |
| Distributable Amount Before Adj | 822637 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 822637 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 822637 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 937392 | ExpensesAndContributions |
| Qualifying Distributions | 937392 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3949 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 933443 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 822637 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 937392 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 822637 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 114755 | RemainingDistriFromCorpus |
| Total Corpus | 114755 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 114755 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 114755 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VERNON HC WRIGHT | ContributingManager |
| Contributing Manager | LUCY BABB WRIGHT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (75 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YOUNG AUDIENCES OF MARYLAND INC | |||||||
| 2601 NORTH HOWARD STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE TEXAS TRIBUNE | |||||||
| 823 CONGRESS AVE STE 210 | AUSTIN | TX | 78701 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE MIDTOWN ACADEMY | |||||||
| 1398 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| THE FAMILY TREE | |||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE BRYN MAWR SCHOOL | |||||||
| 109 MELROSE AVE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| TEMPLE UNIVERSITY | |||||||
| 1301 CECIL B MOORE AVE | PHILADELPHIA | PA | 19122 | NONE | PUBLIC | UNRESTRICTED | $24,000 |
| SHEPPARD PRATT HEALTH SYSTEM | |||||||
| PO BOX 6815 | BALTIMORE | MD | 21285 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| READY AT FIVE | |||||||
| 5520 RESEARCH PARK DRIVE STE 150 | BALTIMORE | MD | 21228 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| PORT DISCOVERY | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| PARTNERS IN EXCELLENCE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| IRVINE NATURE CENTER | |||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21107 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOPE HOUSE | |||||||
| PO BOX 60682 | WASHINGTON | DC | 20039 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| HOMEWWOD MUSEUM | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| HIGHER ACHEIVEMENT | |||||||
| 1414 KEY HIGHWAY STE 300 | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ENOCH PRATT LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $50,000 |
| CYLBURN ARBORETUM ASSOCIATION | |||||||
| 4915 GREENSPRING AVE | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COUNCIL ON FOUNDATION | |||||||
| 2121 CRYSTAL DRIVE STE 700 | ARLINGTON | MD | 22202 | NONE | PUBLIC | UNRESTRICTED | $1,910 |
| CORPUS CHRISTI CHURCH | |||||||
| 110 W LAFAYETTE AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CARROLL MUSEUMS INC | |||||||
| 800 EAST LOMBARD STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| CARDINAL SHEHAN SCHOOL | |||||||
| 5407 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | NONE | PUBLIC | UNRESTRICTED | $400 |
| BREAKTHROUGH | |||||||
| 1050 EAST 11TH STREET STE 350 | AUSTIN | TX | 78702 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BOYS GIRLS CLUB OF THE AUSTIN AREA | |||||||
| 5407 N IH35 STE 400 | AUSTIN | TX | 78723 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| BALTIMORE EDUCATION SCHOLARSHIP TRU | |||||||
| 808 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST RED STREET 2ND FL | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $15,500 |
| AUSTIN PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 13201 | AUSTIN | TX | 78711 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| AUSTIN FILM SOCIETY | |||||||
| 1901 EAST 51 STREET | AUSTIN | TX | 78723 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| AUDUBON MARYLAND-DC | |||||||
| 2901 EAST BALTIMORE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| AMERICAN VISIONARY ART MUSEUMS | |||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICETD | $1,000 |
| ALTERNATIVE DIRECTIONS INC | |||||||
| 2505 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| ACE A COMMUNITY FOR EDUCATION | |||||||
| 1616 GUADALUPE STE 3206 | AUSTIN | TX | 78701 | NONE | PUBLIC | UNRESTRICTED | $8,000 |
| WOODBERRY CROSSING | |||||||
| 925 STABLERSVILLE | PARKTON | MD | 21120 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| UNIVERSITY OF BALTIMORE FOUNDATION | |||||||
| 1130 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE GREENMOUNT SCHOOL | |||||||
| 501 W 30TH STREET | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $10,100 |
| THE FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 NORTH CHARLES STREET STE 400 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $80,857 |
| THE COLUMBUS ACADEMY | |||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| THE CAROLINE CENTER | |||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE BOYS' LATIN SCHOOL OF MARYLAND | |||||||
| 822 W LAKE AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| SUPPORTING PUBLIC SCHOOLS OF CHOICE | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| MCDONOGH SCHOOL | |||||||
| PO BOX 380 | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $31,000 |
| KIPP BALTIMORE | |||||||
| 4701 GREENSPRING AVE ROOM 115 | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| GIRLSTART | |||||||
| 1400 W ANDERSON LANE | AUSTIN | TX | 78757 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DENNISON UNIVERSITY | |||||||
| PO BOX 716 | GRANVILLE | OH | 43023 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| BENNINGTON COLLEGE | |||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| AUSTIN WALDORF SCHOOL | |||||||
| 8700 SOUTH VIEW ROAD | AUSTIN | TX | 78737 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| PO BOX 117 | UNDERHILL | VT | 05489 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| SPOTLIGHTERS THEATRE | |||||||
| 817 SAINT PAUL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $10,250 |
| SOUTHWEST BALTIMORE CHARTER SCHOOL | |||||||
| 31 S SCHROEDER STREET | BALTIMORE | MD | 21223 | NONE | PUBLIC | UNRESTRICTED | $50,150 |
| SISTERS ACADEMY | |||||||
| 139 FIRST AVE | BALTIMORE | MD | 21227 | NONE | PUBLIC | UNRESTRICTED | $6,800 |
| OPEN SOCIETY INSTITUTE - BALTIMORE | |||||||
| 201 N CHARLES STREET STE 1300 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NEW LEADERS FOR NEW SCHOOLS | |||||||
| 1 E MOUNT ROYAL AVE 2ND FL | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| MY SISTER'S CIRCLE | |||||||
| POBOX 84 | TIMONIUM | MD | 21094 | NONE | PUBLIC | UNRESTRICTED | $100 |
| JOHN HOPKINS MEDICINE | |||||||
| 201 N CHARLES STREET STE 2500 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| BROWN MEMORIAL TUTORING PROGRAM | |||||||
| 1316 PARK AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $10,150 |
| BANNER NEIGHBORHOODS COMMUNITY CORP | |||||||
| 2900 E LAFAYETTE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $10,250 |
| BADERDOG LITERARY PUBLISHING INC | |||||||
| PO BOX 301209 | AUSTIN | TX | 78703 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| THE ARC OF HOWARD COUNTY INC | |||||||
| 11735 HOMEWOOD ROAD | ELLICOTT CITY | MD | 21042 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| ANN RICHARDS SCHOOL FOR YOUNG WOMEN | |||||||
| PO BOX 684746 | AUSTIN | TX | 78768 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE NATURAL HISTORY SOCIETY OF MD | |||||||
| PO BOX 18750 | BALTIMORE | MD | 21206 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| TEACH FOR AMERICA | |||||||
| 2601 N HOWARD STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| PLANNED PARENTHOOD OF AUSTIN | |||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | NONE | PUBLIC | UNRESTRICTED | $42,500 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 720 SW WASHINGTON STREET STE 605 | PORTLAND | OR | 97205 | NONE | PUBLIC | UNRESTRICTED | $500 |
| COMMUNITY IN SCHOOLS- CENTRAL TEXAS | |||||||
| 300 S IH-35 STE 200 | AUSTIN | TX | 78704 | NONE | PUBLIC | UNRESTRICTED | $27,500 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BALTIMORE MONTESSORI CHARTER SCHOOL | |||||||
| 1600 GUILFORD AVE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| BALTIMORE CHAMBER ORCHESTRA | |||||||
| 11 WEST MOUNT VERNON PLACE | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| YOUNG VICTORIAN THEATRE COMPANY | |||||||
| 901 DULANEY VALLEY RD STE 400 | TOWSON | MD | 21204 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE VILLAGE LEARNING PLACE INC | |||||||
| 2521 ST PAUL STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $28,125 |
| PLANNED PARENTHOOD OF MARYLAND | |||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| PEOPLE'S COMMUNITY CLINIC | |||||||
| 2909 NORTH IH-35 | AUSTIN | TX | 78722 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DAIRY FOUNDATION OF VIRGINIA INC | |||||||
| PO BOX 29 | BRIDGEWATER | VA | 22812 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COLUMBIA CENTER FOR THEATRICAL ARTS | |||||||
| 6655 DOBBIN ROAD UNIT 4 | COLUMBIA | MD | 21045 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BOYS HOPE GIRLS HOPE BALTIMORE | |||||||
| 300 E LOMBARD STREET STE 1111 | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $100 |
| AUSTIN THEATER ALLIANCE | |||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ASSOCIATION OF BALTIMORE AREA GRANT | |||||||
| 2 EAST RED STREET 2ND FL | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $4,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 937392 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $206 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $534,454 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,898 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,566 | ExclusionAmount |
| Related Or Exempt Function Income | -2496 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $562,124 | ExclusionAmount |
| Related Or Exempt Function Income | -2496 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 559628 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SCHWAB - STOCKS | NameOfStock |
| EOY Book Value | 1084981 | EOYBookValue |
| EOYFMV | 224674 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB - VARIOUS INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 15860148 | BookValue |
| EOYFMV | 15539953 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| OTHER ASSETS | 1590 | 5790 | 5790 |
| DEFERRED DIVIDENDS | 63 | 640 | 640 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| SANDRIDGE PERMIAN K-1 DEDUCTION | 290 | 290 |
| SANDRIDGE MISSISSIPIAN K-1 DEDUCTION | 1356 | 1356 |
| POWERSHARES K-D EDUCTION | 145 | 145 |
| OFFICE EXPENSE | 10013 | 10013 |
| INSURANCE | 2250 | 2250 |
| DUES & PUBLICATIONS | 4843 | 4843 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 3898 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3898 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,626 | 1626 | 0 | 0 |
| INVESTMENT FEES | $41,986 | 41986 | 0 | 0 |
| CONSULTING FEES | $250 | 250 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PAYROLL TAXES | $7,313 | 7313 |
| FOREIGN TAXES PAID | $1,230 | 1230 |
| FEDERAL TAXES | $15,280 |
Comments