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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T08:58:40-08:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GROSS MENDELSOHN & ASSOCIATES PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line136 S CHARLES ST STE 1800AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code212013102ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522278319EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WRIGHT FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWRIGNameControl
Phone4104723398Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line114626 THORNTON MILL ROADAddressLine1
CitySPARKSCity
StateMDState
ZIP Code21152ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameVERNON HC WRIGHTName
TitleTrusteeTitle
Date Signed2012-11-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL O WALLACEName
Phone4106855512Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY16018679FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5750ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss206InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm206InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss534454DividendsRevAndExpnss
Dividends Net Invst Incm534454DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss21070NetGainSaleAssetsRevAndExpnss
Gross Sales Price2511248GrossSalesPrice
Capital Gain Net Incm Net Invst Incm21070CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss3898OtherIncomeRevAndExpnss
Other Income Net Invst Incm3898OtherIncomeNetInvstIncm
Total Revenue And Expenses565378TotalRevenueAndExpenses
Total Net Investment Income559628TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss92708CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm92708CompOfcrDirTrstNetInvstIncm
Other Prof Fees Rev And Expnss43862OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm43862OtherProfFeesNetInvstIncm
Taxes Rev And Expnss23823TaxesRevAndExpnss
Taxes Net Invst Incm8543TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss686TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm686TravConfMeetingNetInvstIncm
Other Expenses Rev And Expnss18897OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm18897OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss179976TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm164696TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss937392ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps937392ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1117368TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm164696TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps937392TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-551990ExcessOfRevenueOverExpenses
Net Investment Income394932NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY833697CashBOY
Cash EOY247621CashEOY
Cash EOYFMV247622CashEOYFMV
Investments Corp Stock BOY1084981InvestmentsCorpStockBOY
Investments Corp Stock EOY1084981InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV224674InvestmentsCorpStockEOYFMV
Investments Other BOY15830839InvestmentsOtherBOY
Investments Other EOY15860148InvestmentsOtherEOY
Investments Other EOYFMV15539953InvestmentsOtherEOYFMV
Other Assets BOY1653OtherAssetsBOY
Other Assets EOY6430OtherAssetsEOY
Other Assets EOYFMV6430OtherAssetsEOYFMV
Total Assets BOY17751170TotalAssetsBOY
Total Assets EOY17199180TotalAssetsEOY
Total Assets EOYFMV16018679TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY17751170CapitalStockBOY
Capital Stock EOY17199180CapitalStockEOY
Total Net Assets BOY17751170TotalNetAssetsBOY
Total Net Assets EOY17199180TotalNetAssetsEOY
Total Liabilities Net Assets BOY17751170TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY17199180TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY17751170TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-551990ExcessOfRevenueOverExpenses
Subtotal17199180Subtotal
Total Net Assets Fund Balances EOY17199180TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesGross Sales PriceGrossSalesPrice
POWERSHARES K-1 - SEC 1256 LTP2000-01-012011-12-311498-1498-1498
POWERSHARES K-1 - SEC 1256 STP2011-01-012011-12-31998-998-998
CHARLES SCHWAB - 1036 CAP. GAIN DISTR.P2000-01-012011-12-31295352953529535
CHARLES SCHWAB - 1036 LTP2000-01-012011-12-316526835514655146707829
CHARLES SCHWAB - 1036 STP2011-01-012011-12-311834999-61115-611151773884
FieldValueIRS element (for citing)
Capital Gain Net Income21070CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1821275QualifyingDistributionsYear1
Noncharitable Assets Year116892011NoncharitableAssetsYear1
Distribution Ratio Year10.04862DistributionRatioYear1
Qualifying Distributions Year2728435QualifyingDistributionsYear2
Noncharitable Assets Year215950517NoncharitableAssetsYear2
Distribution Ratio Year20.04567DistributionRatioYear2
Qualifying Distributions Year3842615QualifyingDistributionsYear3
Noncharitable Assets Year318502043NoncharitableAssetsYear3
Distribution Ratio Year30.04554DistributionRatioYear3
Qualifying Distributions Year4403980QualifyingDistributionsYear4
Noncharitable Assets Year420453173NoncharitableAssetsYear4
Distribution Ratio Year40.01975DistributionRatioYear4
Qualifying Distributions Year5344445QualifyingDistributionsYear5
Noncharitable Assets Year513163861NoncharitableAssetsYear5
Distribution Ratio Year50.02617DistributionRatioYear5
Total Distribution Ratio0.18575TotalDistributionRatio
Average Distribution Ratio0.03715AverageDistributionRatio
Net Noncharitable Assets16531727NetNoncharitableAssets
Adjusted Noncharitable Assets614137AdjustedNoncharitableAssets
One Percent Net Investment Income3949OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One618086AdjNonchrtblAssetsAndOnePct
Qualifying Distributions937392QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax3949InvestmentIncomeExciseTax
Subtotal3949Subtotal
Tax Based On Investment Income3949TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment11320EstTaxPaymentsAndOverpayment
Total Credits And Payments11320TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment14PenaltyForUnderpayment
Overpayment7357Overpayment
Amount Credited To Next Year7357AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressWWW.WRIGHTFAMILYFDN.ORGWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1VERNON HC WRIGHTBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4104723398BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line114626 THORNTON MILL ROADAddressLine1
CitySPARKSCity
StateMDState
ZIP Code21152ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
MARI BETH MOULTON
14626 THORNTON MILL RDSPARKSMD21152Executive Direc25.0032708
KATHERINE B WRIGHT
12400 HWY 71 WEST STE 350-119AUSTINTX78738Executive Direc25.0060000
VERNON HC WRIGHT
14626 THORNTON MILL ROADSPARKSMD21152Trustee4.000
LUCY BABB WRIGHT
14626 THORTNON MILL ROADSPARKSMD21152Trustee4.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities302522AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances542110AvgMonthlyCashBalances
FMV All Other Noncharitable Assets15938847FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets16783479TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets16783479AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable251752CashDeemedCharitable
Net Noncharitable Assets16531727NetNoncharitableAssets
Minimum Investment Return826586MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return826586MinimumInvestmentReturn
Tax Based On Investment Income3949TaxBasedOnInvestmentIncome
Total Tax3949TotalTax
Distributable Amount Before Adj822637DistributableAmountBeforeAdj
Distributable Amount Before Ded822637DistributableAmountBeforeDed
Distributable Amount As Adjusted822637DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions937392ExpensesAndContributions
Qualifying Distributions937392QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm3949OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions933443AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted822637DistributableAmountAsAdjusted
Qualifying Distributions937392QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year822637AppliedToCurrentYear
Remaining Distri From Corpus114755RemainingDistriFromCorpus
Total Corpus114755TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year114755ExcessDistriCyovToNextYear
Excess From Current Year114755ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerVERNON HC WRIGHTContributingManager
Contributing ManagerLUCY BABB WRIGHTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (75 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
YOUNG AUDIENCES OF MARYLAND INC
2601 NORTH HOWARD STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$5,000
THE TEXAS TRIBUNE
823 CONGRESS AVE STE 210AUSTINTX78701NONEPUBLICUNRESTRICTED$500
THE MIDTOWN ACADEMY
1398 WEST MOUNT ROYAL AVENUEBALTIMOREMD21217NONEPUBLICUNRESTRICTED$25,000
THE FAMILY TREE
2108 NORTH CHARLES STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$500
THE BRYN MAWR SCHOOL
109 MELROSE AVEBALTIMOREMD21210NONEPUBLICUNRESTRICTED$5,000
TEMPLE UNIVERSITY
1301 CECIL B MOORE AVEPHILADELPHIAPA19122NONEPUBLICUNRESTRICTED$24,000
SHEPPARD PRATT HEALTH SYSTEM
PO BOX 6815BALTIMOREMD21285NONEPUBLICUNRESTRICTED$5,000
READY AT FIVE
5520 RESEARCH PARK DRIVE STE 150BALTIMOREMD21228NONEPUBLICUNRESTRICTED$35,000
PORT DISCOVERY
35 MARKET PLACEBALTIMOREMD21202NONEPUBLICUNRESTRICTED$20,000
PARTNERS IN EXCELLENCE
320 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$30,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21107NONEPUBLICUNRESTRICTED$10,000
HOPE HOUSE
PO BOX 60682WASHINGTONDC20039NONEPUBLICUNRESTRICTED$2,500
HOMEWWOD MUSEUM
3400 N CHARLES STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$2,000
HIGHER ACHEIVEMENT
1414 KEY HIGHWAY STE 300BALTIMOREMD21230NONEPUBLICUNRESTRICTED$10,000
ENOCH PRATT LIBRARY
400 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$50,000
CYLBURN ARBORETUM ASSOCIATION
4915 GREENSPRING AVEBALTIMOREMD21209NONEPUBLICUNRESTRICTED$5,000
COUNCIL ON FOUNDATION
2121 CRYSTAL DRIVE STE 700ARLINGTONMD22202NONEPUBLICUNRESTRICTED$1,910
CORPUS CHRISTI CHURCH
110 W LAFAYETTE AVENUEBALTIMOREMD21217NONEPUBLICUNRESTRICTED$5,000
CARROLL MUSEUMS INC
800 EAST LOMBARD STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$2,000
CARDINAL SHEHAN SCHOOL
5407 LOCH RAVEN BLVDBALTIMOREMD21239NONEPUBLICUNRESTRICTED$400
BREAKTHROUGH
1050 EAST 11TH STREET STE 350AUSTINTX78702NONEPUBLICUNRESTRICTED$10,000
BOYS GIRLS CLUB OF THE AUSTIN AREA
5407 N IH35 STE 400AUSTINTX78723NONEPUBLICUNRESTRICTED$15,000
BALTIMORE EDUCATION SCHOLARSHIP TRU
808 N CHARLES STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$2,000
BALTIMORE COMMUNITY FOUNDATION
2 EAST RED STREET 2ND FLBALTIMOREMD21202NONEPUBLICUNRESTRICTED$15,500
AUSTIN PUBLIC LIBRARY FOUNDATION
PO BOX 13201AUSTINTX78711NONEPUBLICUNRESTRICTED$1,500
AUSTIN FILM SOCIETY
1901 EAST 51 STREETAUSTINTX78723NONEPUBLICUNRESTRICTED$5,000
AUDUBON MARYLAND-DC
2901 EAST BALTIMORE STREETBALTIMOREMD21224NONEPUBLICUNRESTRICTED$5,000
AMERICAN VISIONARY ART MUSEUMS
800 KEY HIGHWAYBALTIMOREMD21230NONEPUBLICUNRESTRICETD$1,000
ALTERNATIVE DIRECTIONS INC
2505 N CHARLES STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$2,500
ACE A COMMUNITY FOR EDUCATION
1616 GUADALUPE STE 3206AUSTINTX78701NONEPUBLICUNRESTRICTED$8,000
WOODBERRY CROSSING
925 STABLERSVILLEPARKTONMD21120NONEPUBLICUNRESTRICTED$5,000
UNIVERSITY OF BALTIMORE FOUNDATION
1130 N CHARLES STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$15,000
THE GREENMOUNT SCHOOL
501 W 30TH STREETBALTIMOREMD21211NONEPUBLICUNRESTRICTED$10,100
THE FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET STE 400BALTIMOREMD21201NONEPUBLICUNRESTRICTED$80,857
THE COLUMBUS ACADEMY
4300 CHERRY BOTTOM ROADGAHANNAOH43230NONEPUBLICUNRESTRICTED$4,000
THE CAROLINE CENTER
900 SOMERSET STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$5,000
THE BOYS' LATIN SCHOOL OF MARYLAND
822 W LAKE AVENUEBALTIMOREMD21210NONEPUBLICUNRESTRICTED$7,500
SUPPORTING PUBLIC SCHOOLS OF CHOICE
2 EAST READ STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$20,000
MCDONOGH SCHOOL
PO BOX 380OWINGS MILLSMD21117NONEPUBLICUNRESTRICTED$31,000
KIPP BALTIMORE
4701 GREENSPRING AVE ROOM 115BALTIMOREMD21209NONEPUBLICUNRESTRICTED$25,000
GIRLSTART
1400 W ANDERSON LANEAUSTINTX78757NONEPUBLICUNRESTRICTED$5,000
DENNISON UNIVERSITY
PO BOX 716GRANVILLEOH43023NONEPUBLICUNRESTRICTED$1,000
BENNINGTON COLLEGE
ONE COLLEGE DRIVEBENNINGTONVT05201NONEPUBLICUNRESTRICTED$2,500
AUSTIN WALDORF SCHOOL
8700 SOUTH VIEW ROADAUSTINTX78737NONEPUBLICUNRESTRICTED$5,000
ASSOCIATION OF SMALL FOUNDATIONS
PO BOX 117UNDERHILLVT05489NONEPUBLICUNRESTRICTED$1,500
SPOTLIGHTERS THEATRE
817 SAINT PAUL STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$10,250
SOUTHWEST BALTIMORE CHARTER SCHOOL
31 S SCHROEDER STREETBALTIMOREMD21223NONEPUBLICUNRESTRICTED$50,150
SISTERS ACADEMY
139 FIRST AVEBALTIMOREMD21227NONEPUBLICUNRESTRICTED$6,800
OPEN SOCIETY INSTITUTE - BALTIMORE
201 N CHARLES STREET STE 1300BALTIMOREMD21201NONEPUBLICUNRESTRICTED$10,000
NEW LEADERS FOR NEW SCHOOLS
1 E MOUNT ROYAL AVE 2ND FLBALTIMOREMD21202NONEPUBLICUNRESTRICTED$25,000
MY SISTER'S CIRCLE
POBOX 84TIMONIUMMD21094NONEPUBLICUNRESTRICTED$100
JOHN HOPKINS MEDICINE
201 N CHARLES STREET STE 2500BALTIMOREMD21201NONEPUBLICUNRESTRICTED$15,000
BROWN MEMORIAL TUTORING PROGRAM
1316 PARK AVEBALTIMOREMD21217NONEPUBLICUNRESTRICTED$10,150
BANNER NEIGHBORHOODS COMMUNITY CORP
2900 E LAFAYETTE STREETBALTIMOREMD21224NONEPUBLICUNRESTRICTED$10,250
BADERDOG LITERARY PUBLISHING INC
PO BOX 301209AUSTINTX78703NONEPUBLICUNRESTRICTED$3,000
THE ARC OF HOWARD COUNTY INC
11735 HOMEWOOD ROADELLICOTT CITYMD21042NONEPUBLICUNRESTRICTED$1,000
ANN RICHARDS SCHOOL FOR YOUNG WOMEN
PO BOX 684746AUSTINTX78768NONEPUBLICUNRESTRICTED$10,000
THE NATURAL HISTORY SOCIETY OF MD
PO BOX 18750BALTIMOREMD21206NONEPUBLICUNRESTRICTED$7,500
TEACH FOR AMERICA
2601 N HOWARD STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$35,000
PLANNED PARENTHOOD OF AUSTIN
201 E BEN WHITE BLVD BLDG BAUSTINTX78704NONEPUBLICUNRESTRICTED$42,500
GRANTMAKERS FOR EDUCATION
720 SW WASHINGTON STREET STE 605PORTLANDOR97205NONEPUBLICUNRESTRICTED$500
COMMUNITY IN SCHOOLS- CENTRAL TEXAS
300 S IH-35 STE 200AUSTINTX78704NONEPUBLICUNRESTRICTED$27,500
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$10,000
BALTIMORE MONTESSORI CHARTER SCHOOL
1600 GUILFORD AVEBALTIMOREMD21210NONEPUBLICUNRESTRICTED$30,000
BALTIMORE CHAMBER ORCHESTRA
11 WEST MOUNT VERNON PLACEBALTIMOREMD21201NONEPUBLICUNRESTRICTED$10,000
YOUNG VICTORIAN THEATRE COMPANY
901 DULANEY VALLEY RD STE 400TOWSONMD21204NONEPUBLICUNRESTRICTED$5,000
THE VILLAGE LEARNING PLACE INC
2521 ST PAUL STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$20,000
ST VINCENT DE PAUL OF BALTIMORE
320 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$28,125
PLANNED PARENTHOOD OF MARYLAND
330 N HOWARD STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$2,500
PEOPLE'S COMMUNITY CLINIC
2909 NORTH IH-35AUSTINTX78722NONEPUBLICUNRESTRICTED$5,000
DAIRY FOUNDATION OF VIRGINIA INC
PO BOX 29BRIDGEWATERVA22812NONEPUBLICUNRESTRICTED$5,000
COLUMBIA CENTER FOR THEATRICAL ARTS
6655 DOBBIN ROAD UNIT 4COLUMBIAMD21045NONEPUBLICUNRESTRICTED$10,000
BOYS HOPE GIRLS HOPE BALTIMORE
300 E LOMBARD STREET STE 1111BALTIMOREMD21202NONEPUBLICUNRESTRICTED$100
AUSTIN THEATER ALLIANCE
PO BOX 1566AUSTINTX78767NONEPUBLICUNRESTRICTED$20,000
ASSOCIATION OF BALTIMORE AREA GRANT
2 EAST RED STREET 2ND FLBALTIMOREMD21202NONEPUBLICUNRESTRICTED$4,200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year937392TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$206ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$534,454ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,898ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$23,566ExclusionAmount
Related Or Exempt Function Income-2496RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$562,124ExclusionAmount
Related Or Exempt Function Income-2496RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA559628TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSCHWAB - STOCKSNameOfStock
EOY Book Value1084981EOYBookValue
EOYFMV224674EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSCHWAB - VARIOUS INVESTMENTSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value15860148BookValue
EOYFMV15539953EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
OTHER ASSETS159057905790
DEFERRED DIVIDENDS63640640

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
SANDRIDGE PERMIAN K-1 DEDUCTION290290
SANDRIDGE MISSISSIPIAN K-1 DEDUCTION13561356
POWERSHARES K-D EDUCTION145145
OFFICE EXPENSE1001310013
INSURANCE22502250
DUES & PUBLICATIONS48434843

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books3898RevenueAndExpensesPerBooks
Net Investment Income3898NetInvestmentIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL PROCESSING FEES$1,626162600
INVESTMENT FEES$41,9864198600
CONSULTING FEES$25025000

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
PAYROLL TAXES$7,3137313
FOREIGN TAXES PAID$1,2301230
FEDERAL TAXES$15,280

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