THOMAS C WRIGHT FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS C WRIGHT FOUNDATION (EIN 91-6457246)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-21
- IRS object ID
- 201102029349101100
- Schema version
- 2010v3.2
- 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 | 2011-07-21T18:28:42-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-07-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIE E NOURSE | Name |
| Phone | 4254628220 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 5219683 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 128689 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 128689 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 287974 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3413438 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 287974 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 71 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 71 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 466734 | TotalRevenueAndExpenses |
| Total Net Investment Income | 416734 | 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 | 2355 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1177 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1178 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 4 | InterestRevAndExpnss |
| Interest Net Invst Incm | 4 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 910 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 910 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4214 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2097 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2115 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22483 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19188 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3293 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 230040 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 230040 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 252523 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19188 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 233333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 214211 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 397546 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10747 | CashBOY |
| Cash EOY | 10964 | CashEOY |
| Cash EOYFMV | 10964 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 458278 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 315618 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 315618 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 747475 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1002748 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1030257 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2233491 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1877112 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1942053 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1223737 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1565284 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1620508 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 241347 | InvestmentsOtherBOY |
| Investments Other EOY | 356914 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 297751 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 3098 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3098 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 1017 | OtherAssetsBOY |
| Other Assets EOY | 2532 | OtherAssetsEOY |
| Other Assets EOYFMV | 2532 | OtherAssetsEOYFMV |
| Total Assets BOY | 4916092 | TotalAssetsBOY |
| Total Assets EOY | 5131172 | TotalAssetsEOY |
| Total Assets EOYFMV | 5219683 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 33 | AccountsPayableBOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 902 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 33 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 902 | 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 | 4916059 | RetainedEarningsBOY |
| Retained Earnings EOY | 5130270 | RetainedEarningsEOY |
| Total Net Assets BOY | 4916059 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5130270 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4916092 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5131172 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4916059 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 214211 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5130270 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5130270 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| EXCELSIOR BUYOUT INVESTORS, LLC | P | 2010-01-02 | 2010-12-31 | 1632 | 1632 | 1632 | |
| EXCELSIOR BUYOUT INVESTORS, LLC | P | 2009-01-01 | 2010-12-31 | 10540 | 10540 | 10540 | |
| WORLDCOM SETTLEMENT FUND | P | 2009-01-01 | 2010-05-20 | 98 | 98 | 98 | |
| TENET HEALTHCARE SETTLEMENT FUND | P | 2009-01-01 | 2010-05-20 | 448 | 448 | 448 | |
| VERISIGN SETTLEMENT FUND | P | 2009-01-01 | 2010-08-02 | 212 | 212 | 212 | |
| 10000 SHS GENERAL ELECTRIC COMPANY | P | 2009-03-02 | 2010-02-16 | 158091 | 75483 | 75483 | 82608 |
| 5000 SHS ISHARES MSCI CDA IDX FD | P | 2010-04-30 | 2010-07-06 | 124745 | -17007 | -17007 | 141752 |
| 2500 SHS ISHARES TR BARCLAYS BOND FUND | P | 2009-12-02 | 2010-05-24 | 258839 | -1940 | -1940 | 260779 |
| 23563 SHS METROPOLITAN WEST TOTAL RETURN BOND FD | P | 2010-08-20 | 2010-12-13 | 244109 | -5891 | -5891 | 250000 |
| 4000 SHS VANGUARD CORP BOND ETF ST BOND FD | P | 2010-07-15 | 2010-12-13 | 231170 | -198 | -198 | 231368 |
| 4000 SHS VANGUARD INTL EQTY INDEXFTSE ALL WORLD EX US ETF | P | 2009-09-18 | 2010-05-24 | 153326 | -21281 | -21281 | 174607 |
| 2000 SHS VANGUARD MATERIALS | P | 2009-04-08 | 2010-02-25 | 129559 | 38315 | 38315 | 91244 |
| 10000 SHS ISHARES OIL & GAS EXPL INDEX FD | P | 2009-06-24 | 2010-11-30 | 58082 | 17408 | 17408 | 40674 |
| 25213 SHS LOOMIS SAYLES BOND FUND | P | 2009-02-15 | 2010-02-17 | 336852 | 86852 | 86852 | 250000 |
| 100000 SHS SECTPR SPDR INDL SELECT SHARES | P | 2009-06-26 | 2010-07-06 | 273505 | 54237 | 54237 | 219268 |
| 5730 SHS VANGUARD ENERGY FUND | P | 2008-12-30 | 2010-07-06 | 297634 | 47594 | 47594 | 250040 |
| 2482 SHS VANGUARD HEALTH CARE FD | P | 2008-12-30 | 2010-07-06 | 276315 | 26275 | 26275 | 250040 |
| 7000 SHS VANGUARD INFO TECHNOLOGY | P | 2008-02-25 | 2010-07-06 | 348816 | -44990 | -44990 | 393806 |
| 4480 SHS VANGUARD INTER-TERM INVESTMENT GRADE FD | P | 2008-12-16 | 2010-11-30 | 46060 | 7717 | 7717 | 38343 |
| 6000 SHS VANGUARD INTL EQTY INDEXFTSE ALL WORLD FD | P | 2007-06-13 | 2010-05-24 | 230067 | -84003 | -84003 | 314070 |
| 3000 SHS VANGUARD MATERIALS | P | 2009-04-08 | 2010-04-30 | 215367 | 78502 | 78502 | 136865 |
| CAPITAL GAINS DIVIDENDS | P | 17971 | 17971 | 17971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 287974 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 249766 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4850155 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051496 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 178474 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5392165 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033099 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 431568 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5208122 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.082864 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 228585 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3978721 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057452 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41264 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2807874 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.014696 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239607 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047921 | AverageDistributionRatio |
| Net Noncharitable Assets | 5158491 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 247200 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3975 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 251175 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 233333 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7951 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7951 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7951 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2988 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5500 | TaxPaidWithExtension |
| Total Credits And Payments | 8488 | TotalCreditsAndPayments |
| Overpayment | 537 | Overpayment |
| Amount Credited To Next Year | 537 | 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 | 4258693 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 978354 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5237047 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5237047 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 78556 | CashDeemedCharitable |
| Net Noncharitable Assets | 5158491 | NetNoncharitableAssets |
| Minimum Investment Return | 257925 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 257925 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7951 | TaxBasedOnInvestmentIncome |
| Total Tax | 7951 | TotalTax |
| Distributable Amount Before Adj | 249974 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 249974 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 249974 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 233333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 233333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 233333 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 249974 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 157617 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 9428 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 167045 | TotalExcessDistriCarryover |
| Qualifying Distributions | 233333 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 233333 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 16641 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 16641 | ExcessDistriCyovAppliedCY |
| Total Corpus | 150404 | 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 | 150404 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 140976 | ExcessFromYear3 |
| Excess From Year1 | 9428 | ExcessFromYear1 |
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 (8 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 | |||||||
| 16225 NE 87TH STREET SUITE A-1 | 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 | $65,000 |
| 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 |
| STJUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY-501-C | OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 230040 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $128,689 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900000 | BusinessCode |
| Unrelated Business Income | $71 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $287,974 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $71 | UnrelatedBusinessIncomeAmount |
| Exclusion | $416,663 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 416734 | 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 | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,355 | Amount |
| Net Investment Income | 1177 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1178 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (8 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| LOOMIS SAYLES BOND FUND | 0 | 0 |
| VANGUARD CONVERTIBLE SECURITIES FUND | 236508 | 241162 |
| VANGUARD INTERMED TERM INVEST GRADE BOND FUND | 218740 | 252794 |
| ISHARES TR BARCLAYS BOND | 259956 | 268800 |
| VANGUARD S/T INVESTMENT | 250000 | 263154 |
| DODGE & COX INCOME FUND | 250040 | 246828 |
| JANUS SHORT TERM BD | 250000 | 250000 |
| VANGUARD HIGH YIELD CORP | 100040 | 97770 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (36 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD ENERGY | 0 | 0 |
| VANGUARD INTERNATIONAL EQUITY | 0 | 0 |
| VANGUARD INFO TECHNOLOGY | 0 | 0 |
| VANGUARD HEALTH CARE | 0 | 0 |
| AMERICAN INTL GROUP | 119259 | 14405 |
| GENERAL ELECTRIC | 23858 | 27435 |
| SECTOR SPDR INDL SELECT | 0 | 0 |
| VANGUARD MATERIALS | 0 | 0 |
| LAZARD EMERGING MARKET | 50000 | 78912 |
| MATTHEWS ASIAN GROWTH AND INC FD | 150000 | 170389 |
| ISHARES OIL&GAS EXPL | 196556 | 255400 |
| AUTO DATA PROCESSING | 22318 | 23140 |
| BERKSHIRE HATHAWAY B NEW | 71151 | 80110 |
| CENTRAL FD CDA LTD CLA F | 82479 | 103650 |
| CHEVRON CORPORATION | 42123 | 45625 |
| CISCO SYSTEMS INC | 19247 | 20230 |
| CONOCOPHILLIPS | 24249 | 27240 |
| FIRST REPUBLIC BANK | 27215 | 29120 |
| INTEL CORP | 21168 | 21030 |
| JOHNSON & JOHNSON | 24693 | 24740 |
| MICROSOFT CORP | 25378 | 27910 |
| MONSANTO CO NEW DEL | 24092 | 27856 |
| NORTHERN TRUST CORP | 27314 | 27705 |
| PFIZER INCORPORATED | 24652 | 26265 |
| PROCTER & GAMBLE | 24613 | 25732 |
| US BANCORP DEL NEW | 23968 | 26970 |
| UNITED PARCEL SERVICE B | 21099 | 21774 |
| WEYERHAUSER CO | 34692 | 37860 |
| 3M COMPANY | 25253 | 25890 |
| PRIMECAP ODYSSEY GROWTH | 50040 | 50294 |
| VANGUARD DIVIDEND GROWTH | 200080 | 203989 |
| ISHARES MSCI CDA IDX FD | 90429 | 93000 |
| ISHARES S&P US PFD FUND | 99259 | 97000 |
| JP MORGAN EXCH TRADED NT | 109599 | 109050 |
| VANGUARD EMERGING MARKET | 97985 | 96292 |
| VANGUARD INFO TECHNOLOGY | 124343 | 123040 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1002748 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1030257 | 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 | 57255 | 56661 |
| MSB REIT V, INC | AT COST | 184451 | 102370 |
| SPDR GOLD TRUST | AT COST | 115208 | 138720 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAXED NOT YET RECEIVED | Description |
| BOY Book Value | 1017 | BOYBookValue |
| EOY Book Value | 2532 | EOYBookValue |
| EOYFMV | 2532 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 60 | 60 | 0 |
| TRAVEL | 167 | 0 | 167 |
| INSURANCE | 1823 | 0 | 1823 |
| PORTFOLIO DEDUCTIONS - EXCELSIOR BUYOUT INVESTORS, LLC | 2037 | 2037 | 0 |
| LICENSES AND PERMITS | 25 | 0 | 25 |
| SEMINARS | 100 | 0 | 100 |
| EXCELSIOR BUYOUT INVESTORS - N/D EXP | 2 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCELSIOR BUYOUT INVESTORS, LLC | Description |
| Revenue And Expenses Per Books | 71 | RevenueAndExpensesPerBooks |
| Net Investment Income | 71 | NetInvestmentIncome |
| Adjusted Net Income | 71 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAX PAYABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 902 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $910 | Amount |
| Net Investment Income | 910 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments