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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-14T06:17:40-08:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line136 S CHARLES ST STE 1800AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code212013102ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522278319EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameVERNON HC WRIGHTName
TitleTrusteeTitle
Date Signed2011-11-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL O WALLACEName
Phone4106855512Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY17136875FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3750ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss960InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm960InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss702902DividendsRevAndExpnss
Dividends Net Invst Incm702902DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-175131NetGainSaleAssetsRevAndExpnss
Gross Sales Price5013921GrossSalesPrice
Total Revenue And Expenses532481TotalRevenueAndExpenses
Total Net Investment Income703862TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss64299CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm64299CompOfcrDirTrstNetInvstIncm
Accounting Fees Rev And Expnss5400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm5400AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss48970OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm48970OtherProfFeesNetInvstIncm
Taxes Rev And Expnss7608TaxesRevAndExpnss
Taxes Net Invst Incm6060TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss3700TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm3700TravConfMeetingNetInvstIncm
Other Expenses Rev And Expnss9466OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm9466OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss139443TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm137895TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss821275ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps821275ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss960718TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm137895TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps821275TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-428237ExcessOfRevenueOverExpenses
Net Investment Income565967NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY718057CashBOY
Cash EOY833697CashEOY
Cash EOYFMV833698CashEOYFMV
Investments Corp Stock BOY1118124InvestmentsCorpStockBOY
Investments Corp Stock EOY1084981InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV353814InvestmentsCorpStockEOYFMV
Investments Other BOY16360412InvestmentsOtherBOY
Investments Other EOY15830839InvestmentsOtherEOY
Investments Other EOYFMV15947710InvestmentsOtherEOYFMV
Other Assets EOY1653OtherAssetsEOY
Other Assets EOYFMV1653OtherAssetsEOYFMV
Total Assets BOY18196593TotalAssetsBOY
Total Assets EOY17751170TotalAssetsEOY
Total Assets EOYFMV17136875TotalAssetsEOYFMV
Deferred Revenue BOY17186DeferredRevenueBOY
Total Liabilities BOY17186TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY18179407CapitalStockBOY
Capital Stock EOY17751170CapitalStockEOY
Total Net Assets BOY18179407TotalNetAssetsBOY
Total Net Assets EOY17751170TotalNetAssetsEOY
Total Liabilities Net Assets BOY18196593TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY17751170TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY18179407TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-428237ExcessOfRevenueOverExpenses
Subtotal17751170Subtotal
Total Net Assets Fund Balances EOY17751170TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesCost Or Other BasisCostOrOtherBasis
POWERSHARES K-1 - SEC 1256 LTP2000-01-012010-12-31960960960
POWERSHARES K-1 - SEC 1256 STP2010-01-012010-12-31640640640
CHARLES SCHWAB - 1036 CAP. GAIN DISTR.P2000-01-012010-12-31517725177251772
CHARLES SCHWAB - 1036 LTP2000-01-012010-12-313955224-185859-1858594141083
CHARLES SCHWAB - 1036 STP2010-01-012010-12-311005325-42644-426441047969
FieldValueIRS element (for citing)
Capital Gain Net Income-175131CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1728435QualifyingDistributionsYear1
Noncharitable Assets Year115950517NoncharitableAssetsYear1
Distribution Ratio Year10.04567DistributionRatioYear1
Qualifying Distributions Year2842615QualifyingDistributionsYear2
Noncharitable Assets Year218502043NoncharitableAssetsYear2
Distribution Ratio Year20.04554DistributionRatioYear2
Qualifying Distributions Year3403980QualifyingDistributionsYear3
Noncharitable Assets Year320453173NoncharitableAssetsYear3
Distribution Ratio Year30.01975DistributionRatioYear3
Qualifying Distributions Year4344445QualifyingDistributionsYear4
Noncharitable Assets Year413163861NoncharitableAssetsYear4
Distribution Ratio Year40.02617DistributionRatioYear4
Qualifying Distributions Year5616805QualifyingDistributionsYear5
Noncharitable Assets Year54537794NoncharitableAssetsYear5
Distribution Ratio Year50.13593DistributionRatioYear5
Total Distribution Ratio0.27305TotalDistributionRatio
Average Distribution Ratio0.05461AverageDistributionRatio
Net Noncharitable Assets16892011NetNoncharitableAssets
Adjusted Noncharitable Assets922490AdjustedNoncharitableAssets
One Percent Net Investment Income5660OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One928150AdjNonchrtblAssetsAndOnePct
Qualifying Distributions821275QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax11319InvestmentIncomeExciseTax
Subtotal11319Subtotal
Tax Based On Investment Income11319TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment7440EstTaxPaymentsAndOverpayment
Tax Paid With Extension5600TaxPaidWithExtension
Total Credits And Payments13040TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment81PenaltyForUnderpayment
Overpayment1640Overpayment
Amount Credited To Next Year1640AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

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

Books In Care Of Business Name BooksInCareOfBusinessName

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

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
MARI BETH MOULTON
14626 THORNTON MILL RDSPARKSMD21152Executive Direc25.003145
KATHERINE B WRIGHT
12400 HWY 71 WEST STE 350-119AUSTINTX78738Executive Direc25.0061154
VERNON HC WRIGHT
14626 THORNTON MILL ROADSPARKSMD21152Trustee4.000
LUCY BABB WRIGHT
14626 THORTNON MILL ROADSPARKSMD21152Trustee4.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities386365AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances181176AvgMonthlyCashBalances
FMV All Other Noncharitable Assets16581709FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets17149250TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets17149250AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable257239CashDeemedCharitable
Net Noncharitable Assets16892011NetNoncharitableAssets
Minimum Investment Return844601MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return844601MinimumInvestmentReturn
Tax Based On Investment Income11319TaxBasedOnInvestmentIncome
Total Tax11319TotalTax
Distributable Amount Before Adj833282DistributableAmountBeforeAdj
Distributable Amount Before Ded833282DistributableAmountBeforeDed
Distributable Amount As Adjusted833282DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions821275ExpensesAndContributions
Qualifying Distributions821275QualifyingDistributions
Adj Qualifying Distributions821275AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted833282DistributableAmountAsAdjusted
Excess Distri Carryover Year5391639ExcessDistriCarryoverYear5
Total Excess Distri Carryover391639TotalExcessDistriCarryover
Qualifying Distributions821275QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year821275AppliedToCurrentYear
Excess Distri Cyov App CY Corpus12007ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY12007ExcessDistriCyovAppliedCY
Total Corpus379632TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5379632ExcessDistriCyovFromYear5

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (67 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
WOODBERRY CROSSING
925 STABLERSVILLEPARKTONMD21120NONEPUBLICUNRESTRICTED$5,000
UNIVERSITY OF BALTIMORE FOUNDATION
1130 N CHARLES STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$25,000
THE SALVATION ARMY
814 LIGHT STREETBALTIMOREMD21230NONEPUBLICUNRESTRICTED$10,000
THE GREENMOUNT SCHOOL
501 W 30TH STREETBALTIMOREMD21211NONEPUBLICUNRESTRICTED$5,000
THE FUND FOR GARRISON FOREST
300 GARRISON FOREST ROADOWINGS MILLSMD21117NONEPUBLICUNRESTRICTED$10,000
THE FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET STE 400BALTIMOREMD21201NONEPUBLICUNRESTRICTED$25,000
THE COLUMBUS ACADEMY
4300 CHERRY BOTTOM ROADGAHANNAOH43230NONEPUBLICUNRESTRICTED$4,000
THE CAROLINE CENTER
900 SOMERSET STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$4,000
THE BOYS' LATIN SCHOOL OF MARYLAND
822 W LAKE AVENUEBALTIMOREMD21210NONEPUBLICUNRESTRICTED$10,375
SUPPORTING PUBLIC SCHOOLS OF CHOICE
2 EAST READ STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$20,000
STOCKS IN THE FUTURE
3303 N CHARLES STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$10,000
SISTERS OF ST FRANCIS FOUNDATION
609 SOUTH CONVENT ROADPHILADELPHIAPA19014NONEPUBLICUNRESTRICTED$10,000
NATIONAL SUMMER LEARNING ASSOCIATIO
800 WYMAN PARK DRIVE STE 110BALTIMOREMD21211NONEPUBLICUNRESTRICTED$20,000
MCDONOGH SCHOOL
PO BOX 380OWINGS MILLSMD21117NONEPUBLICUNRESTRICTED$20,000
KIPP BALTIMORE
4701 GREENSPRING AVE ROOM 115BALTIMOREMD21209NONEPUBLICUNRESTRICTED$2,500
IMPACT AUSTIN FOUNDATION
PO BOX 28148AUSTINTX78755NONEPUBLICUNRESTRICTED$1,000
HEART HOUSE AUSTIN
7224 NORTHEAST DRIVEAUSTINTX78723NONEPUBLICUNRESTRICTED$2,650
GIRLSTART
1400 W ANDERSON LANEAUSTINTX78757NONEPUBLICUNRESTRICTED$5,000
FOSTER ANGELS OF CENTRAL TEXAS
PO BOX 152575AUSTINTX78715NONEPUBLICUNRESTRICTED$2,500
DENNISON UNIVERSITY
PO BOX 716GRANVILLEOH43023NONEPUBLICUNRESTRICTED$1,000
CORPUS CHRISTI CHURCH
110 W LAFAYETTE AVEBALTIMOREMD21217NONEPUBLICUNRESTRICTED$5,000
BENNINGTON COLLEGE
ONE COLLEGE DRIVEBENNINGTONVT05201NONEPUBLICUNRESTRICTED$2,500
AUSTIN WALDORF SCHOOL
8700 SOUTH VIEW ROADAUSTINTX78737NONEPUBLICUNRESTRICTED$50,000
ASSOCIATION OF SMALL FOUNDATIONS
PO BOX 117UNDERHILLVT05489NONEPUBLICUNRESTRICTED$1,500
YOUTHLAUNCH
7756 NORTHCROSS DR STE 203AUSTINTX78757NONEPUBLICUNRESTRICTED$250
UPLIFT AUSTIN
2711 E 22ND STREETAUSTINTX78722NONEPUBLICUNRESTRICTED$250
SPOTLIGHTERS THEATRE
817 SAINT PAUL STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$6,250
SOUTHWEST BALTIMORE CHARTER SCHOOL
31 S SCHROEDER STREETBALTIMOREMD21223NONEPUBLICUNRESTRICTED$43,000
SISTERS ACADEMY
139 FIRST AVEBALTIMOREMD21227NONEPUBLICUNRESTRICTED$6,500
OPEN SOCIETY INSTITUTE - BALTIMORE
201 N CHARLES STREET STE 1300BALTIMOREMD21201NONEPUBLICUNRESTRICTED$10,000
NEW LEADERS FOR NEW SCHOOLS
1 E MOUNT ROYAL AVE 2ND FLBALTIMOREMD21202NONEPUBLICUNRESTRICTED$20,000
MY SISTER'S CIRCLE
POBOX 84TIMONIUMMD21094NONEPUBLICUNRESTRICTED$7,500
MD BUSINESS ROUNDTABLE FOR EDUCATIO
111 S CALVERT STREETBALTIMOREMD21202NONEPUBLICUNRESTRICTED$34,500
JOHN HOPKINS MEDEICINE
201 N CHARLES STREET STE 2500BALTIMOREMD21201NONEPUBLICUNRESTRICTED$15,000
FOUNDATIONS CHARTER SCHOOL INC
7030 BELLONA AVEBALTIMOREMD21212NONEPUBLICUNRESTRICTED$5,000
EUDAIMONIA FOUNDATION
4701 GREENSPRING AVE 4TH FLBALTIMOREMD21209NONEPUBLICUNRESTRICTED$7,500
THE CATHOLIC HIGH SCHOOL OF BALTIMO
2800 EDISON HIGHWAYBALTIMOREMD21213NONEPUBLICUNRESTRICTED$10,000
CAPITAL OF TX PUBLIC TELECOMMUNICAT
PO BOX 7158AUSTINTX78713NONEPUBLICUNRESTRICTED$10,000
BUSINESS VOLUNTEERS UNLIMITED MARYL
175 W OSTEND STREET STE 100BALTIMOREMD21230NONEPUBLICUNRESTRICTED$5,000
BROWN MEMORIAL TUTORING PROGRAM
1316 PARK AVEBALTIMOREMD21217NONEPUBLICUNRESTRICTED$10,000
BANNER NEIGHBORHOODS COMMUNITY CORP
2900 E LAFAYETTE STREETBALTIMOREMD21224NONEPUBLICUNRESTRICTED$10,000
BADERDOG LITERARY PUBLISHING INC
PO BOX 301209AUSTINTX78703NONEPUBLICUNRESTRICTED$5,150
THE ARC OF HOWARD COUNTY INC
11735 HOMEWOOD ROADELLICOTT CITYMD21042NONEPUBLICUNRESTRICTED$1,000
ANN RICHARDS SCHOOL FOR YOUNG WOMEN
PO BOX 684746AUSTINTX78768NONEPUBLICUNRESTRICTED$5,000
THE NATURAL HISTORY SOCIETY OF MD
PO BOX 18750BALTIMOREMD21206PUBLICUNRESTRICTED$5,000
TEACH FOR AMERICA
711 W 40TH STREET STE 356BALTIMOREMD21211PUBLICUNRESTRICTED$25,000
PLANNED PARENTHOOD OF AUSTIN
201 E BEN WHITE BLVD BLDG BAUSTINTX78704PUBLICUNRESTRICTED$25,000
MIDDLE GRADES PARTNERSHIP
2800 N CHARLES STREETBALTIMOREMD21218PUBLICUNRESTRICTED$15,000
INCENTIVE MENTORING PROGRAM
PO BOX 1584BALTIMOREMD21203PUBLICUNRESTRICTED$7,750
HEROES HELPING HEROES
PO BOX 38652BALTIMOREMD21231PUBLICUNRESTRICTED$10,000
GRANTMAKERS FOR EDUCATION
750 SW WASHINGTON STREET STE 605PORTLANDOR97205PUBLICUNRESTRICTED$500
COMMUNITY IN SCHOOLS- CENTRAL TEXAS
3000 S IH-35 STE 200AUSTINTX78704PUBLICUNRESTRICTED$250
BUILDING STEPS
PO BOX 1393BROOKLANDVILLEMD21022PUBLICUNRESTRICTED$4,500
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201PUBLICUNRESTRICTED$7,500
BALTIMORE MONTESSORI CHARTER SCHOOL
1600 GUILFORD AVEBALTIMOREMD21210PUBLICUNRESTRICTED$30,250
BALTIMORE CHAMBER ORCHESTRA
11 WEST MOUNT VERNON PLACEBALTIMOREMD21201PUBLICUNRESTRICTED$10,000
YOUNG VICTORIAN THEATRE COMPANY
901 DULANEY VALLEY RD STE 400TOWSONMD21204NONEPUBLICUNRESTRICTED$7,000
THE VILLAGE LEARNING PLACE INC
2521 ST PAUL STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$20,000
TEXAS BOOK FESTIVAL
610 BRAZOS STE 200AUSTINTX78701NONEPUBLICUNRESTRICTED$15,000
ST VINCENT DE PAUL OF BALTIMORE
320 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$27,000
PLANNED PARENTHOOD OF MARYLAND
330 N HOWARD STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$2,500
PEOPLE'S COMMUNITY CLINIC
2909 NORTH IH-35AUSTINTX78722NONEPUBLICUNRESTRICTED$5,250
DAIRY FOUNDATION OF VIRGINIA INC
PO BOX 29BRIDGEWATERVA22812NONEPUBLICUNRESTRICTED$5,000
COLUMBIA CENTER FOR THEATRICAL ARTS
6655 DOBBIN ROAD UNIT 4COLUMBIAMD21045NONEPUBLICUNRESTRICTED$10,100
BOYS HOPE GIRLS HOPE BALTIMORE
300 E LOMBARD STREET STE 1111BALTIMOREMD21202NONEPUBLICUNRESTRICTED$100,350
AUSTIN THEATER ALLIANCE
PO BOX 1566AUSTINTX78767NONEPUBLICUNRESTRICTED$20,200
ASSOCIATION OF BALTIMORE AREA GRANT
2 EAST RED STREET 2ND FLBALTIMOREMD21202NONEPUBLICUNRESTRICTED$4,200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year821275TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$960ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$702,902ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$10,728ExclusionAmount
Related Or Exempt Function Income-185859RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$714,590ExclusionAmount
Related Or Exempt Function Income-185859RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA528731TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$5,400Amount
Net Investment Income5400NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSCHWAB - STOCKSNameOfStock
EOY Book Value1084981EOYBookValue
EOYFMV353814EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSCHWAB - VARIOUS INVESTMENTSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value15830839BookValue
EOYFMV15947710EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionEOY Book ValueEOYBookValueEOYFMVEOYFMV
OTHER ASSETS15901590
DEFERRED DIVIDENDS6363

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
POWERSHARES K-1 PORTFOLIO DEDUCTION149149
OFFICE EXPENSE612612
INSURANCE22502250
DUES & PUBLICATIONS64556455

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL PROCESSING FEES$1,018101800
INVESTMENT FEES$42,7274272700
CONSULTING FEES$5,225522500

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
PAYROLL TAXES$4,9914991
FOREIGN TAXES PAID$1,0691069
FEDERAL TAXES$1,548

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