WILLIAM WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM WRIGHT FAMILY FOUNDATION (EIN 75-2743584)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-04
- IRS object ID
- 201121249349100102
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T08:26:54-05:00 | 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 | WDW Management Services LC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1 |
| City | Wichita Falls | City |
| State | TX | State |
| ZIP Code | 763080517 | 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 | 752743584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Wright Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 9407673643 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1 |
| City | Wichita Falls | City |
| State | TX | State |
| ZIP Code | 763080517 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W Dan Wright | Name |
| Title | Director | Title |
| Phone | 2149878233 | Phone |
| Date Signed | 2011-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Craig Lawrence | Name |
| Phone | 2149878231 | 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 | 6237065 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 211 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 211 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 242783 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 242311 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3484 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3484 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3484 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 246678 | TotalRevenueAndExpenses |
| Total Net Investment Income | 246006 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5814 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2325 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 495 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6309 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2325 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 345850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 345850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 352159 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2325 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 345850 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -105481 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 243681 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6 | CashBOY |
| Cash EOY | 5 | CashEOY |
| Cash EOYFMV | 5 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 749847 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 316210 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 316210 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2693686 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2869851 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3595655 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2205950 | InvestmentsOtherBOY |
| Investments Other EOY | 2357942 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2325195 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5649489 | TotalAssetsBOY |
| Total Assets EOY | 5544008 | TotalAssetsEOY |
| Total Assets EOYFMV | 6237065 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | 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 | 5649489 | RetainedEarningsBOY |
| Retained Earnings EOY | 5544008 | RetainedEarningsEOY |
| Total Net Assets BOY | 5649489 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5544008 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5649489 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5544008 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5649489 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -105481 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5544008 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5544008 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Capital Gains Dividends | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 3484 | GrossSalesPrice |
| Gain Or Loss | 3484 | GainOrLoss |
| Gains Minus Excess Or Losses | 3484 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3484 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 353477 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5280370 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066942 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 342412 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6189182 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055324 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 340000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7000762 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048566 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 304701 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6533890 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046634 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 351880 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5670005 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062060 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.279526 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055905 | AverageDistributionRatio |
| Net Noncharitable Assets | 5885195 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 329012 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2437 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 331449 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 345850 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2437 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2437 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2437 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2200 | TotalCreditsAndPayments |
| Tax Due | 237 | TaxDue |
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 | TX | 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 | William D Wright | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9402353333 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4517 | AddressLine1 |
| City | Wichita Falls | City |
| State | TX | State |
| ZIP Code | 763080517 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| William Dan Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | President/Director | 0.00 | 0 | 0 | 0 |
| Betty J Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Vice President/Director | 0.00 | 0 | 0 | 0 |
| William E Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Secretary/Treasurer | 0.00 | 0 | 0 | 0 |
| Patricia Wright | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Director | 0.00 | 0 | 0 | 0 |
| Betty Duane Bolton | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Director | 0.00 | 0 | 0 | 0 |
| James Bolton | ||||||||
| PO Box 4517 | Wichita Falls | TX | 763080517 | Director | 0.00 | 0 | 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 | 5444394 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 528171 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2252 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5974817 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5974817 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 89622 | CashDeemedCharitable |
| Net Noncharitable Assets | 5885195 | NetNoncharitableAssets |
| Minimum Investment Return | 294260 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 294260 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2437 | TaxBasedOnInvestmentIncome |
| Total Tax | 2437 | TotalTax |
| Distributable Amount Before Adj | 291823 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 291823 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 291823 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 345850 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 345850 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2437 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 343413 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 291823 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 19629 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 37729 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 97404 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 154762 | TotalExcessDistriCarryover |
| Qualifying Distributions | 345850 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 291823 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 54027 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 208789 | 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 | 19629 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 189160 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 37729 | ExcessFromYear2 |
| Excess From Year1 | 97404 | ExcessFromYear1 |
| Excess From Current Year | 54027 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | William Dan Wright | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LSU Foundation - College of Basic Sciences | ||||||
| 3838 W Lakeshore Drive | Baton Rouge | LA | 70808 | Public | Charitable | $21,050 |
| UC Foundation for Haas | ||||||
| 9500 Gillman Drive | La Jolla | CA | 92093 | Public | Charitable | $100,000 |
| United Mitochondrial Disease Foundation | ||||||
| 8085 Saltsburg Road | Pittsburg | PA | 15239 | Public | Charitable | $100,000 |
| University of California Foundation | ||||||
| 214 Dickinson St Room C-103 | San Diego | CA | 92103 | Public | Charitable | $124,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 345850 | 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 | $211 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $242,783 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,484 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $246,478 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 246478 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AFLAC Inc. | 21102 | 79002 |
| Berkshire Hathaway Class B | 41655 | 100138 |
| Canadian Pacific Railway | 5288 | 32405 |
| Eastman Kodak | 15061 | 1206 |
| Harbor International | 185029 | 244890 |
| HLM Emerging Mkts | 181978 | 343088 |
| Ishares S&P Global Energy | 334452 | 533169 |
| Lowes Companies | 21798 | 40128 |
| Texas Instruments | 24756 | 55250 |
| Select Sector SPDR TR Health Care | 200698 | 192150 |
| Vanguard GNMA Fund | 296674 | 309111 |
| Berkshire Hathaway Class A | 259608 | 240900 |
| Market Vectors Gold Miners ETF | 24975 | 38419 |
| SPDR Gold Shares | 24750 | 36761 |
| Ishares Iboxx $ Invest Grade Corporate Bond | 499443 | 548164 |
| Artio International Equity Fund | 276672 | 240654 |
| Ishares Russell 2000 Index | 99976 | 161174 |
| Cohen & Steers Select Utility Fund Inc. | 100460 | 103446 |
| Vanguard Fixed Income High Yield Corp | 115315 | 134970 |
| Vanguard Dividend Appreciation ETF | 50626 | 57893 |
| Vanguard Index Growth Vipers | 51945 | 61420 |
| SPDR S&P Biotech ETF | 37590 | 41317 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Accrued Dividends | AT COST | 2252 | 2252 |
| American Century International Bond Fund | AT COST | 254699 | 245301 |
| T Rowe Price Intl Bond Fund | AT COST | 331132 | 319303 |
| Loomis Sayles Bond | AT COST | 238019 | 261640 |
| Ishares Lehman TIPS Bond | AT COST | 30682 | 31718 |
| Pimco All Asset Fund | AT COST | 1501158 | 1464981 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Dues - Association of Small Foundations | Description |
| Revenue And Expenses Per Books | 495 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign Tax Paid | $2,325 | 2325 | 0 |
| Income Tax Expense | $3,489 | 0 | 0 |
Comments