THOMAS C WRIGHT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS C WRIGHT FOUNDATION (EIN 91-6457246)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349100119
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T18:00:30-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912083338 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING GROUP PS CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10885 NE 4TH ST SUITE 320 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | 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 | 916457246 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS C WRIGHT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 4255764200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 CARILLON POINT | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 980337356 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS C WRIGHT | Name |
| Title | TRUSTEE | Title |
| Phone | 4255764200 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIE E NOURSE | Name |
| PTIN | P00312565 | PTIN |
| Phone | 4254628220 | 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 | 4968547 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 887 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 887 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 121320 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 121320 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -95250 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4502353 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 182 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 182 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 127139 | TotalRevenueAndExpenses |
| Total Net Investment Income | 122389 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 15000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2402 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1201 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1201 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 4 | InterestRevAndExpnss |
| Interest Net Invst Incm | 4 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5148 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1685 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5108 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2970 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2049 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 27662 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20860 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 265040 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 265040 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 292702 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20860 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 268290 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -165563 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 101529 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10964 | CashBOY |
| Cash EOY | 26739 | CashEOY |
| Cash EOYFMV | 26739 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 315618 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1012184 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1012184 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1002748 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 460294 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 479063 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1877112 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2403316 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2440717 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1565284 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 711610 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 688317 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 356914 | InvestmentsOtherBOY |
| Investments Other EOY | 344570 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 315533 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 3098 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3098 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 2532 | OtherAssetsBOY |
| Other Assets EOY | 5994 | OtherAssetsEOY |
| Other Assets EOYFMV | 5994 | OtherAssetsEOYFMV |
| Total Assets BOY | 5131172 | TotalAssetsBOY |
| Total Assets EOY | 4964707 | TotalAssetsEOY |
| Total Assets EOYFMV | 4968547 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 902 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 902 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 5130270 | RetainedEarningsBOY |
| Retained Earnings EOY | 4964707 | RetainedEarningsEOY |
| Total Net Assets BOY | 5130270 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4964707 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5131172 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4964707 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5130270 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -165563 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4964707 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4964707 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (43 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 133.4832 SHS AIG WARRANTS | P | 2011-01-20 | 2011-05-11 | 1177 | 2174 | -997 | -997 |
| 5,000 SHS ANNALY CAPITAL | P | 2011-08-15 | 2011-10-27 | 83289 | 91154 | -7865 | -7865 |
| 4,000 SHS APPLIED MATERIALS | P | 2011-04-13 | 2011-05-19 | 57113 | 59677 | -2564 | -2564 |
| 500 SHS AUTO DATA PROCESSING | P | 2010-11-30 | 2011-10-27 | 26282 | 22318 | 3964 | 3964 |
| 4,000 SHS CISCO SYSTEMS | P | 2011-03-15 | 2011-08-15 | 63470 | 74727 | -11257 | -11257 |
| 18,656.716 SHS DOGE & COX INCOME FUND | P | 2010-08-20 | 2011-02-07 | 247281 | 250040 | -2759 | -2759 |
| 22,542.831 SHS DOUBLELINE TOTAL RETURN BOND FUND | P | 2011-05-11 | 2011-07-28 | 250175 | 250000 | 175 | 175 |
| 906.699 SHS FAIRHOLME FUND | P | 2011-05-06 | 2011-12-28 | 20890 | 25348 | -4458 | -4458 |
| 1,000 SHS FIRST REPUBLIC BANK | P | 2010-12-13 | 2011-03-15 | 27786 | 27215 | 571 | 571 |
| 5,000 SHS GE COMPANY | P | 2011-05-11 | 2011-09-07 | 78790 | 94566 | -15776 | -15776 |
| 3,000 SHS HCP INC | P | 2011-08-15 | 2011-10-27 | 117982 | 102159 | 15823 | 15823 |
| 1,000 SHS ILLINOIS TOOL WORKS | P | 2011-01-31 | 2011-09-07 | 44832 | 53468 | -8636 | -8636 |
| 2,500 SHS ISHARES TR BARCLAYS TIPSBOND FUND | P | 2010-02-24 | 2011-02-07 | 264201 | 259956 | 4245 | 4245 |
| 81,168.831 SHS JANUS SHORT TERM BOND | P | 2010-06-17 | 2011-01-24 | 250000 | 250000 | 0 | 0 |
| 1,000 SHS MERCK & CO | P | 2011-01-31 | 2011-02-07 | 32940 | 33258 | -318 | -318 |
| 18,340.4 SHS METROPOLITAN WEST HIGH YIELD BOND | P | 2011-01-01 | 2011-07-28 | 196242 | 200000 | -3758 | -3758 |
| 500 SHS NORTHERN TRUST CORP | P | 2010-12-13 | 2011-02-14 | 26436 | 27314 | -878 | -878 |
| 5,000 SHS OMEGA HEALTHCARE | P | 2011-08-15 | 2011-10-27 | 88744 | 86481 | 2263 | 2263 |
| 2,000 SHS POWERSHARES MULTI SECTOR | P | 2011-08-26 | 2011-12-14 | 55391 | 67429 | -12038 | -12038 |
| 3,265.839 SHS PRIMECAP ODYSSEY GROWTH | P | 2010-12-14 | 2011-07-28 | 52246 | 50040 | 2206 | 2206 |
| 800 SHS PROCTER & GAMBLE | P | 2011-01-24 | 2011-09-07 | 50232 | 50997 | -765 | -765 |
| 1,500 SHS ROYAL DUTCH SHELL | P | 2011-02-14 | 2011-09-07 | 98422 | 102301 | -3879 | -3879 |
| 3,000 SHS SECTOR SPDR INDL SELECT | P | 2011-02-18 | 2011-05-11 | 115099 | 114009 | 1090 | 1090 |
| 1,000 SHS UPS | P | 2011-05-11 | 2011-09-07 | 64850 | 73128 | -8278 | -8278 |
| 250,000 SHS UST INFL IDX 1.25% DUE 7/15/20 | P | 2010-09-02 | 2011-02-07 | 251709 | 255273 | -3564 | -3564 |
| 6,944.444 SHS VANGUARD DIV GROWTH | P | 2010-12-14 | 2011-06-13 | 104425 | 97948 | 6477 | 6477 |
| 2,000 SHS VANGUARD EMERGING MARKETS | P | 2010-11-08 | 2011-02-09 | 92133 | 97985 | -5852 | -5852 |
| 3,000 SHS VANGUARD FINANCIALS | P | 2011-04-12 | 2011-05-12 | 99589 | 101499 | -1910 | -1910 |
| 35041.747 SHS VANGUARD HIGH YIELD CORP | P | 2011-01-01 | 2011-09-07 | 194231 | 200080 | -5849 | -5849 |
| 2,000 SHS VANGUARD INFO TECHNOLOGY | P | 2010-12-13 | 2011-03-15 | 122250 | 124343 | -2093 | -2093 |
| 612.348 SHS VANGUARD INTERM TERM | P | 2011-01-01 | 2011-03-31 | 6006 | 5263 | 743 | 743 |
| 1,000 SHS VANGUARD MATERIALS | P | 2011-02-18 | 2011-03-15 | 79542 | 87188 | -7646 | -7646 |
| 2,000 SHS WYERHAEUSER CO | P | 2010-12-13 | 2011-02-09 | 48432 | 34692 | 13740 | 13740 |
| 500 SHS 3M COMPANY | P | 2011-01-24 | 2011-09-07 | 39979 | 43147 | -3168 | -3168 |
| 250 SHS AIG | P | 2008-08-08 | 2011-05-11 | 7716 | 117085 | -109369 | -109369 |
| 500,000 SHS US TREAS NT 5.125% DUE 6/30/11 | P | 2006-06-28 | 2011-06-30 | 500000 | 498346 | 1654 | 1654 |
| 7,241.13 SHS VANGUARD DIV GROWTH | P | 2010-04-12 | 2011-06-13 | 108886 | 102132 | 6754 | 6754 |
| 25,000 SHS VANGUARD INTERM TERM | P | 2008-12-16 | 2011-03-31 | 246220 | 214752 | 31468 | 31468 |
| 24,434.022 SHS VANGUARD ST INVESTMENT GRADE | P | 2009-06-29 | 2011-07-28 | 263115 | 250000 | 13115 | 13115 |
| CENDANT SETTLEMENT FUND | P | 2010-01-01 | 2011-12-10 | 402 | 106 | 296 | 296 |
| EXCELSIOR BUYOUT INVESTORS, LLC | P | 2011-01-02 | 2011-12-31 | 5 | -5 | -5 | |
| EXCELSIOR BUYOUT INVESTORS, LLC | P | 2010-01-01 | 2011-12-31 | 7047 | 7047 | 7047 | |
| CAPITAL GAINS DIVIDENDS | P | 16801 | 16801 | 16801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -95250 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 233333 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5158491 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045233 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 249766 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4850155 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051496 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 178474 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5392165 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033099 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 431568 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5208122 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.082864 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 228585 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3978721 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057452 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270144 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054029 | AverageDistributionRatio |
| Net Noncharitable Assets | 5175485 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 279626 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1015 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 280641 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 268290 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2031 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2031 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2031 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8000 | TotalCreditsAndPayments |
| Overpayment | 5969 | Overpayment |
| Amount Credited To Next Year | 5969 | 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 | WA | 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 | THOMAS C WRIGHT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4255764200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 CARILLON POINT | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 980337356 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C WRIGHT | ||||||||
| 5400 CARILLON POINT | KIRKLAND | WA | 980337356 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| G KENNETH PHILLIPS | ||||||||
| 5400 CARILLON POINT | KIRKLAND | WA | 980337356 | EXECUTIVE DIRECTOR | 1.00 | 15000 | 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 | 4276820 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 977479 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5254299 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5254299 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 78814 | CashDeemedCharitable |
| Net Noncharitable Assets | 5175485 | NetNoncharitableAssets |
| Minimum Investment Return | 258774 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 258774 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2031 | TaxBasedOnInvestmentIncome |
| Total Tax | 2031 | TotalTax |
| Distributable Amount Before Adj | 256743 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 256743 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 256743 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 268290 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 268290 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 268290 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 256743 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 140976 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 9428 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 150404 | TotalExcessDistriCarryover |
| Qualifying Distributions | 268290 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 256743 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11547 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 161951 | 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 | 161951 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 140976 | ExcessFromYear4 |
| Excess From Year2 | 9428 | ExcessFromYear2 |
| Excess From Current Year | 11547 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS C WRIGHT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS C WRIGHT FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 CARILLON POINT | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 98033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4255764200 | RecipientPhoneNumber |
| Form And Info And Materials | SUBMIT IN WRITING; INCLUDE 501(C)(3) LETTER; PROPOSAL OF FUNDING REQUIRED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE OF PHILANTHROPY | |||||||
| 3450 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $40 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| PO BOX 50020/S-200 | SEATTLE | WA | 981455020 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $15,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 | SEATTLE | WA | 981091024 | NONE | PUBLIC CHARITY-501-C | INSTITUTE FOR PROSTATE CANCER RESEARCH | $100,000 |
| HOPELINK | |||||||
| 10675 WILLOWS RD NE STE 275 | REDMOND | WA | 98052 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $15,000 |
| KINDERING CENTER | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $75,000 |
| OVERLAKE HOSPITAL FOUNDATION | |||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $10,000 |
| SISTERS OF THE HOLY NAMES OF JESUS & MARY | |||||||
| 2911 W FT GEORGE DRIVE | SPOKANE | WA | 99224 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $15,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY-501-C | MICHELA GALLAGHER LAB SUPPORT | $30,000 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY-501-C | FOSTERING SCHOLARS PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 265040 | 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 | $887 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $121,320 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $182 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$95,250 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,139 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27139 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THOMAS C WRIGHT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 CARILLON POINT | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 980337356 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,402 | Amount |
| Net Investment Income | 1201 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1201 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DODGE & COX INCOME FUND | 0 | 0 |
| JANUS SHORT TERM BD | 0 | 0 |
| VANGUARD CONVERTIBLE SECURITIES FUND | 249174 | 224888 |
| VANGUARD HIGH YIELD CORP | 0 | 0 |
| VANGUARD INFLATION PROTECTED SECURITIES FUND | 100040 | 97244 |
| VANGUARD INTERMED TERM INVEST GRADE BOND FUND | 0 | 0 |
| VANGUARD S/T INVESTMENT | 0 | 0 |
| ISHARES TR BARCLAYS BOND | 117883 | 116690 |
| ISHARES TRUST HIGH YIELD CORPORATE BOND FUND | 130608 | 134145 |
| SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETF | 113905 | 115350 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (42 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M COMPANY | 0 | 0 |
| AMERICAN INTL GROUP | 0 | 0 |
| AT&T INC | 30008 | 30240 |
| AUTO DATA PROCESSING | 0 | 0 |
| BERKSHIRE HATHAWAY B NEW | 71151 | 76300 |
| BRISTOL-MYERS SQUIBB CO | 55765 | 70480 |
| CENTRAL FD CDA LTD CLA F | 82479 | 98050 |
| CHEVRON CORPORATION | 42123 | 53200 |
| CISCO SYSTEMS INC | 0 | 0 |
| CONOCOPHILLIPS | 51241 | 58296 |
| FAIRHOLME FUND | 169367 | 115750 |
| FIRST REPUBLIC BANK | 0 | 0 |
| GENERAL ELECTRIC | 0 | 0 |
| HEWLETT-PACKARD COMPANY | 52169 | 51520 |
| IBM | 93704 | 91940 |
| INTEL CORP | 65057 | 72750 |
| JOHNSON & JOHNSON | 49709 | 52464 |
| LAZARD EMERGING MARKET | 50000 | 61166 |
| MATTHEWS ASIAN GROWTH AND INC FD | 150000 | 142337 |
| MEDTRONIC INC | 71445 | 76500 |
| MICROSOFT CORP | 109862 | 103840 |
| MONSANTO CO NEW DEL | 52437 | 56056 |
| NEWMONT MINING CORP | 54198 | 60010 |
| NORTHERN TRUST CORP | 0 | 0 |
| NOVARTIS A G SPON ADR | 84397 | 85755 |
| ORACLE CORPORATION | 55835 | 51300 |
| PFIZER INCORPORATED | 33861 | 43280 |
| PRIMECAP ODYSSEY GROWTH | 0 | 0 |
| PROCTER & GAMBLE | 0 | 0 |
| QUALCOMM INC | 53205 | 54700 |
| UNITED PARCEL SERVICE B | 0 | 0 |
| US BANCORP DEL NEW | 128859 | 135250 |
| VANGUARD DIVIDEND GROWTH | 0 | 0 |
| VANGUARD EMERGING MARKET | 0 | 0 |
| VANGUARD ENERGY FUND | 100040 | 84003 |
| VANGUARD INFO TECHNOLOGY | 0 | 0 |
| VERIZON COMMUNICATIONS | 39958 | 40120 |
| WEYERHAUSER CO | 36947 | 37340 |
| ISHARES MSCI CDA IDX FD | 155293 | 133000 |
| ISHARES OIL&GAS EXPL | 196556 | 245680 |
| ISHARES S&P US PFD FUND | 158051 | 142480 |
| JP MORGAN EXCH TRADED NT | 109599 | 116910 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 460294 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 479063 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| EXCELSIOR BUYOUT INVESTORS LLC | AT COST | 44911 | 44345 |
| MSB REIT V, INC | AT COST | 184451 | 119198 |
| SPDR GOLD TRUST | AT COST | 115208 | 151990 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAXED NOT YET RECEIVED | Description |
| BOY Book Value | 2532 | BOYBookValue |
| EOY Book Value | 5994 | EOYBookValue |
| EOYFMV | 5994 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 483 | 483 | 0 |
| MEALS AND ENTERTAINMENT | 174 | 0 | 87 |
| INSURANCE | 1407 | 0 | 1407 |
| PORTFOLIO DEDUCTIONS - EXCELSIOR BUYOUT INVESTORS, LLC | 1583 | 1583 | 0 |
| LICENSES AND PERMITS | 25 | 0 | 25 |
| SEMINARS | 100 | 0 | 100 |
| EXCELSIOR BUYOUT INVESTORS - N/D EXP | 2 | 0 | 0 |
| SUBSCRIPTIONS | 1134 | 904 | 230 |
| CONSULTING FEE | 200 | 0 | 200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCELSIOR BUYOUT INVESTORS, LLC | Description |
| Revenue And Expenses Per Books | 182 | RevenueAndExpensesPerBooks |
| Net Investment Income | 182 | NetInvestmentIncome |
| Adjusted Net Income | 182 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAX PAYABLE | Description |
| BOY Book Value | 902 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $1,685 | 1685 | 0 |
| EXCISE TAX | $3,463 | 0 | 0 |
Comments