WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT FAMILY FOUNDATION (EIN 52-2278319)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201143189349100204
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T06:17:40-08:00 | 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 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S CHARLES ST STE 1800 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212013102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522278319 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WRIG | NameControl |
| Phone | 4104723398 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14626 THORTON MILL ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VERNON HC WRIGHT | Name |
| Title | Trustee | Title |
| Date Signed | 2011-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL O WALLACE | Name |
| Phone | 4106855512 | 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 | 17136875 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3750 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 960 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 960 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 702902 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 702902 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -175131 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5013921 | GrossSalesPrice |
| Total Revenue And Expenses | 532481 | TotalRevenueAndExpenses |
| Total Net Investment Income | 703862 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 64299 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 64299 | CompOfcrDirTrstNetInvstIncm |
| Accounting Fees Rev And Expnss | 5400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5400 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 48970 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 48970 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 7608 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 6060 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 3700 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 3700 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 9466 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9466 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 139443 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 137895 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 821275 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 821275 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 960718 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 137895 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 821275 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -428237 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 565967 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 718057 | CashBOY |
| Cash EOY | 833697 | CashEOY |
| Cash EOYFMV | 833698 | CashEOYFMV |
| Investments Corp Stock BOY | 1118124 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1084981 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 353814 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 16360412 | InvestmentsOtherBOY |
| Investments Other EOY | 15830839 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15947710 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 1653 | OtherAssetsEOY |
| Other Assets EOYFMV | 1653 | OtherAssetsEOYFMV |
| Total Assets BOY | 18196593 | TotalAssetsBOY |
| Total Assets EOY | 17751170 | TotalAssetsEOY |
| Total Assets EOYFMV | 17136875 | TotalAssetsEOYFMV |
| Deferred Revenue BOY | 17186 | DeferredRevenueBOY |
| Total Liabilities BOY | 17186 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 18179407 | CapitalStockBOY |
| Capital Stock EOY | 17751170 | CapitalStockEOY |
| Total Net Assets BOY | 18179407 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17751170 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18196593 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17751170 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18179407 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -428237 | ExcessOfRevenueOverExpenses |
| Subtotal | 17751170 | Subtotal |
| Total Net Assets Fund Balances EOY | 17751170 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 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 |
|---|---|---|---|---|---|---|---|
| POWERSHARES K-1 - SEC 1256 LT | P | 2000-01-01 | 2010-12-31 | 960 | 960 | 960 | |
| POWERSHARES K-1 - SEC 1256 ST | P | 2010-01-01 | 2010-12-31 | 640 | 640 | 640 | |
| CHARLES SCHWAB - 1036 CAP. GAIN DISTR. | P | 2000-01-01 | 2010-12-31 | 51772 | 51772 | 51772 | |
| CHARLES SCHWAB - 1036 LT | P | 2000-01-01 | 2010-12-31 | 3955224 | -185859 | -185859 | 4141083 |
| CHARLES SCHWAB - 1036 ST | P | 2010-01-01 | 2010-12-31 | 1005325 | -42644 | -42644 | 1047969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -175131 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 728435 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15950517 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04567 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 842615 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18502043 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04554 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 403980 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 20453173 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.01975 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 344445 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13163861 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02617 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 616805 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4537794 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.13593 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.27305 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05461 | AverageDistributionRatio |
| Net Noncharitable Assets | 16892011 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 922490 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5660 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 928150 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 821275 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11319 | InvestmentIncomeExciseTax |
| Subtotal | 11319 | Subtotal |
| Tax Based On Investment Income | 11319 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7440 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5600 | TaxPaidWithExtension |
| Total Credits And Payments | 13040 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 81 | PenaltyForUnderpayment |
| Overpayment | 1640 | Overpayment |
| Amount Credited To Next Year | 1640 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.WRIGHTFAMILYFDN.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNON HC WRIGHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4104723398 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14626 THORNTON MILL ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARI BETH MOULTON | ||||||
| 14626 THORNTON MILL RD | SPARKS | MD | 21152 | Executive Direc | 25.00 | 3145 |
| KATHERINE B WRIGHT | ||||||
| 12400 HWY 71 WEST STE 350-119 | AUSTIN | TX | 78738 | Executive Direc | 25.00 | 61154 |
| VERNON HC WRIGHT | ||||||
| 14626 THORNTON MILL ROAD | SPARKS | MD | 21152 | Trustee | 4.00 | 0 |
| LUCY BABB WRIGHT | ||||||
| 14626 THORTNON MILL ROAD | SPARKS | MD | 21152 | Trustee | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 386365 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 181176 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 16581709 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17149250 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 17149250 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 257239 | CashDeemedCharitable |
| Net Noncharitable Assets | 16892011 | NetNoncharitableAssets |
| Minimum Investment Return | 844601 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 844601 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11319 | TaxBasedOnInvestmentIncome |
| Total Tax | 11319 | TotalTax |
| Distributable Amount Before Adj | 833282 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 833282 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 833282 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 821275 | ExpensesAndContributions |
| Qualifying Distributions | 821275 | QualifyingDistributions |
| Adj Qualifying Distributions | 821275 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 833282 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 391639 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 391639 | TotalExcessDistriCarryover |
| Qualifying Distributions | 821275 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 821275 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 12007 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 12007 | ExcessDistriCyovAppliedCY |
| Total Corpus | 379632 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 379632 | ExcessDistriCyovFromYear5 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VERNON HC WRIGHT | ContributingManager |
| Contributing Manager | LUCY BABB WRIGHT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (67 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WOODBERRY CROSSING | |||||||
| 925 STABLERSVILLE | PARKTON | MD | 21120 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| UNIVERSITY OF BALTIMORE FOUNDATION | |||||||
| 1130 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| THE SALVATION ARMY | |||||||
| 814 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE GREENMOUNT SCHOOL | |||||||
| 501 W 30TH STREET | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE FUND FOR GARRISON FOREST | |||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 NORTH CHARLES STREET STE 400 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| THE COLUMBUS ACADEMY | |||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| THE CAROLINE CENTER | |||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| THE BOYS' LATIN SCHOOL OF MARYLAND | |||||||
| 822 W LAKE AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $10,375 |
| SUPPORTING PUBLIC SCHOOLS OF CHOICE | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| STOCKS IN THE FUTURE | |||||||
| 3303 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| SISTERS OF ST FRANCIS FOUNDATION | |||||||
| 609 SOUTH CONVENT ROAD | PHILADELPHIA | PA | 19014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NATIONAL SUMMER LEARNING ASSOCIATIO | |||||||
| 800 WYMAN PARK DRIVE STE 110 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| MCDONOGH SCHOOL | |||||||
| PO BOX 380 | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| KIPP BALTIMORE | |||||||
| 4701 GREENSPRING AVE ROOM 115 | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| IMPACT AUSTIN FOUNDATION | |||||||
| PO BOX 28148 | AUSTIN | TX | 78755 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| HEART HOUSE AUSTIN | |||||||
| 7224 NORTHEAST DRIVE | AUSTIN | TX | 78723 | NONE | PUBLIC | UNRESTRICTED | $2,650 |
| GIRLSTART | |||||||
| 1400 W ANDERSON LANE | AUSTIN | TX | 78757 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| FOSTER ANGELS OF CENTRAL TEXAS | |||||||
| PO BOX 152575 | AUSTIN | TX | 78715 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| DENNISON UNIVERSITY | |||||||
| PO BOX 716 | GRANVILLE | OH | 43023 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| CORPUS CHRISTI CHURCH | |||||||
| 110 W LAFAYETTE AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BENNINGTON COLLEGE | |||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| AUSTIN WALDORF SCHOOL | |||||||
| 8700 SOUTH VIEW ROAD | AUSTIN | TX | 78737 | NONE | PUBLIC | UNRESTRICTED | $50,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| PO BOX 117 | UNDERHILL | VT | 05489 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| YOUTHLAUNCH | |||||||
| 7756 NORTHCROSS DR STE 203 | AUSTIN | TX | 78757 | NONE | PUBLIC | UNRESTRICTED | $250 |
| UPLIFT AUSTIN | |||||||
| 2711 E 22ND STREET | AUSTIN | TX | 78722 | NONE | PUBLIC | UNRESTRICTED | $250 |
| SPOTLIGHTERS THEATRE | |||||||
| 817 SAINT PAUL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $6,250 |
| SOUTHWEST BALTIMORE CHARTER SCHOOL | |||||||
| 31 S SCHROEDER STREET | BALTIMORE | MD | 21223 | NONE | PUBLIC | UNRESTRICTED | $43,000 |
| SISTERS ACADEMY | |||||||
| 139 FIRST AVE | BALTIMORE | MD | 21227 | NONE | PUBLIC | UNRESTRICTED | $6,500 |
| OPEN SOCIETY INSTITUTE - BALTIMORE | |||||||
| 201 N CHARLES STREET STE 1300 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NEW LEADERS FOR NEW SCHOOLS | |||||||
| 1 E MOUNT ROYAL AVE 2ND FL | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| MY SISTER'S CIRCLE | |||||||
| POBOX 84 | TIMONIUM | MD | 21094 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| MD BUSINESS ROUNDTABLE FOR EDUCATIO | |||||||
| 111 S CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $34,500 |
| JOHN HOPKINS MEDEICINE | |||||||
| 201 N CHARLES STREET STE 2500 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| FOUNDATIONS CHARTER SCHOOL INC | |||||||
| 7030 BELLONA AVE | BALTIMORE | MD | 21212 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EUDAIMONIA FOUNDATION | |||||||
| 4701 GREENSPRING AVE 4TH FL | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| THE CATHOLIC HIGH SCHOOL OF BALTIMO | |||||||
| 2800 EDISON HIGHWAY | BALTIMORE | MD | 21213 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CAPITAL OF TX PUBLIC TELECOMMUNICAT | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BUSINESS VOLUNTEERS UNLIMITED MARYL | |||||||
| 175 W OSTEND STREET STE 100 | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BROWN MEMORIAL TUTORING PROGRAM | |||||||
| 1316 PARK AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BANNER NEIGHBORHOODS COMMUNITY CORP | |||||||
| 2900 E LAFAYETTE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BADERDOG LITERARY PUBLISHING INC | |||||||
| PO BOX 301209 | AUSTIN | TX | 78703 | NONE | PUBLIC | UNRESTRICTED | $5,150 |
| THE ARC OF HOWARD COUNTY INC | |||||||
| 11735 HOMEWOOD ROAD | ELLICOTT CITY | MD | 21042 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| ANN RICHARDS SCHOOL FOR YOUNG WOMEN | |||||||
| PO BOX 684746 | AUSTIN | TX | 78768 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE NATURAL HISTORY SOCIETY OF MD | |||||||
| PO BOX 18750 | BALTIMORE | MD | 21206 | PUBLIC | UNRESTRICTED | $5,000 | |
| TEACH FOR AMERICA | |||||||
| 711 W 40TH STREET STE 356 | BALTIMORE | MD | 21211 | PUBLIC | UNRESTRICTED | $25,000 | |
| PLANNED PARENTHOOD OF AUSTIN | |||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | PUBLIC | UNRESTRICTED | $25,000 | |
| MIDDLE GRADES PARTNERSHIP | |||||||
| 2800 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | UNRESTRICTED | $15,000 | |
| INCENTIVE MENTORING PROGRAM | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | PUBLIC | UNRESTRICTED | $7,750 | |
| HEROES HELPING HEROES | |||||||
| PO BOX 38652 | BALTIMORE | MD | 21231 | PUBLIC | UNRESTRICTED | $10,000 | |
| GRANTMAKERS FOR EDUCATION | |||||||
| 750 SW WASHINGTON STREET STE 605 | PORTLAND | OR | 97205 | PUBLIC | UNRESTRICTED | $500 | |
| COMMUNITY IN SCHOOLS- CENTRAL TEXAS | |||||||
| 3000 S IH-35 STE 200 | AUSTIN | TX | 78704 | PUBLIC | UNRESTRICTED | $250 | |
| BUILDING STEPS | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | PUBLIC | UNRESTRICTED | $4,500 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PUBLIC | UNRESTRICTED | $7,500 | |
| BALTIMORE MONTESSORI CHARTER SCHOOL | |||||||
| 1600 GUILFORD AVE | BALTIMORE | MD | 21210 | PUBLIC | UNRESTRICTED | $30,250 | |
| BALTIMORE CHAMBER ORCHESTRA | |||||||
| 11 WEST MOUNT VERNON PLACE | BALTIMORE | MD | 21201 | PUBLIC | UNRESTRICTED | $10,000 | |
| YOUNG VICTORIAN THEATRE COMPANY | |||||||
| 901 DULANEY VALLEY RD STE 400 | TOWSON | MD | 21204 | NONE | PUBLIC | UNRESTRICTED | $7,000 |
| THE VILLAGE LEARNING PLACE INC | |||||||
| 2521 ST PAUL STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| TEXAS BOOK FESTIVAL | |||||||
| 610 BRAZOS STE 200 | AUSTIN | TX | 78701 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $27,000 |
| PLANNED PARENTHOOD OF MARYLAND | |||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| PEOPLE'S COMMUNITY CLINIC | |||||||
| 2909 NORTH IH-35 | AUSTIN | TX | 78722 | NONE | PUBLIC | UNRESTRICTED | $5,250 |
| DAIRY FOUNDATION OF VIRGINIA INC | |||||||
| PO BOX 29 | BRIDGEWATER | VA | 22812 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COLUMBIA CENTER FOR THEATRICAL ARTS | |||||||
| 6655 DOBBIN ROAD UNIT 4 | COLUMBIA | MD | 21045 | NONE | PUBLIC | UNRESTRICTED | $10,100 |
| BOYS HOPE GIRLS HOPE BALTIMORE | |||||||
| 300 E LOMBARD STREET STE 1111 | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $100,350 |
| AUSTIN THEATER ALLIANCE | |||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | NONE | PUBLIC | UNRESTRICTED | $20,200 |
| ASSOCIATION OF BALTIMORE AREA GRANT | |||||||
| 2 EAST RED STREET 2ND FL | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $4,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 821275 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $960 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $702,902 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,728 | ExclusionAmount |
| Related Or Exempt Function Income | -185859 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $714,590 | ExclusionAmount |
| Related Or Exempt Function Income | -185859 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 528731 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $5,400 | Amount |
| Net Investment Income | 5400 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SCHWAB - STOCKS | NameOfStock |
| EOY Book Value | 1084981 | EOYBookValue |
| EOYFMV | 353814 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB - VARIOUS INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 15830839 | BookValue |
| EOYFMV | 15947710 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| OTHER ASSETS | 1590 | 1590 |
| DEFERRED DIVIDENDS | 63 | 63 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| POWERSHARES K-1 PORTFOLIO DEDUCTION | 149 | 149 |
| OFFICE EXPENSE | 612 | 612 |
| INSURANCE | 2250 | 2250 |
| DUES & PUBLICATIONS | 6455 | 6455 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,018 | 1018 | 0 | 0 |
| INVESTMENT FEES | $42,727 | 42727 | 0 | 0 |
| CONSULTING FEES | $5,225 | 5225 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PAYROLL TAXES | $4,991 | 4991 |
| FOREIGN TAXES PAID | $1,069 | 1069 |
| FEDERAL TAXES | $1,548 |
Comments