WRIGHT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT FOUNDATION (EIN 85-4378095)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349101430
- Schema version
- 2023v5.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T10:58:00-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 5TH AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854378095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRIG | BusinessNameControlTxt |
| Phone | 4259853746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2507 204TH TER NE | AddressLine1Txt |
| City | SAMMAMISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980744364 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4259853746 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2062814444 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,898,382 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $226,585 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $680,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,384 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $525,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,224 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $612 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,297 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,649 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,648 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $400,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,838 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $266,062 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $274,630 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $678,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $649,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,575,914 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $23,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $788,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $963,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,898,382 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $788,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $963,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $788,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $963,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $788,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $963,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $788,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $400,921 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,189,126 | SubtotalAmt |
| Other Decreases | $225,249 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $963,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM BROOKFIELD INVESTMENT | 2023-12-31 | 2023-12-31 | $168 | $168 | $168 | |
| CHARLES SCHWAB | 2023-01-01 | 2023-12-31 | $16,898 | -$585 | -$585 | $17,483 |
| CHARLES SCHWAB | 2023-01-01 | 2023-12-31 | $663,794 | $281,801 | $281,801 | $381,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,098 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,098 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,098 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,215 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,215 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,117 | OverpaymentAmt |
| Applied To ES Tax | $4,117 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW AND SUSAN WRIGHT | IndividualWithBooksNm |
| Phone | 4259853746 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2507 204TH TER NE | AddressLine1Txt |
| City | SAMMAMISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW WRIGHT | ||||||||
| 2507 204TH TER NE | SAMMAMISH | WA | 980744364 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN WRIGHT | ||||||||
| 2507 204TH TER NE | SAMMAMISH | WA | 980744364 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,566,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,603,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,603,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,579,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,098 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,098 | TotalTaxAmt |
| Distributable Before Adj | $74,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,897 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,897 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,102 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $2,172 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,102 | AppliedToYear1Amt |
| Applied To Prior Years | $2,172 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,311 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW WRIGHT | ContributingManagerNm |
| Contributing Manager | SUSAN WRIGHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |||||
| SANTA CLARA UNIVERSITY | ||||||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | 501(C)(3) | GENERAL PURPOSE | $78,000 | |||||
| GEORGE WASHINGTON UNIVERSITY | ||||||||||||
| 2100 M STREET NW SUITE 310 | WASHINGTON | DC | 20052 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 | |||||
| NORTHWEST HOPE AND HEALING | ||||||||||||
| 600 STEWART ST STE 400 | SEATTLE | WA | 981011217 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,600 | |||||
| KAUAI COMMUNITY COLLEGE | ||||||||||||
| 1314 SOUTH KING STREET SUITE B | HONOLULU | HI | 968141956 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |||||
| ST CLEMENTS SCHOOL | ||||||||||||
| 1515 WILDER AVE | HONOLULU | HI | 968224614 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |||||
| THE FRESH AIR FUND | ||||||||||||
| 633 THIRD AVENUE FOURTEENTH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |||||
| BOYS AND GIRLS CLUB | ||||||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 303093506 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 317093543 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |||||
| GLEN BERNARD CAMP | ||||||||||||
| NONE | NC | GENERAL | $2,500 | 2066 SOUTH LAKE | SUNDRIDGE | ONTARIO | CA | POA 1ZO | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,384 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,376 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW AND SUSAN WRIGHT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2507 204TH TERRACE NE | AddressLine1Txt |
| City | SAMMAMISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $226,585 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHARES NVIDIA CORP (NVDA) | NoncashPropertyDesc |
| Fair Market Value | $226,585 | FairMarketValueAmt |
| Received | 2023-07-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,297 | Amt |
| Net Investment Income | $3,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,648 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS:WRIGHT FOUNDATIONEIN: 85-4378095TAX YEAR ENDING: DECEMBER 31, 2023PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING:TAX YEAR AMOUNT2020 $2,172TOTAL $2,172SIGNED: __________________________ DATE: __________________SUSAN WRIGHT WRIGHT, CO-PRESIDENT | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $26,078 | $23,069 |
| ALPHABET INC | $98,477 | $112,744 |
| AMER ELECTRIC POWER CO | $27,867 | $26,901 |
| AMGEN INC | $26,613 | $31,725 |
| BCE INC | $32,453 | $29,535 |
| JP MORGAN CHASE & CO | $15,385 | $18,374 |
| MERCK & CO INC | $21,611 | $29,607 |
| MICROSOFT CORP | $50,306 | $77,250 |
| NEXTERA ENERGY INC | $22,083 | $16,233 |
| NVIDIA CORP | $3,800 | $620,061 |
| PEPSICO INC | $23,263 | $27,454 |
| PFIZER INC | $62,327 | $48,119 |
| PROCTOR & GAMBLE | $51,900 | $53,168 |
| QUALCOMM INC | $25,549 | $28,926 |
| ROYAL BANK OF CANADA | $41,503 | $45,509 |
| STARBUCKS CORP | $11,825 | $10,120 |
| TESLA INC | $13,080 | $248,480 |
| ADVANCED MICRO DEVICE IN | $34,486 | $44,223 |
| AMPLITUDE INC | $23,639 | $25,440 |
| PALO ALTO NETWORKS | $37,732 | $58,976 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $266,062 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $274,630 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,224 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $612 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BASIS OF FAIR MARKET VALUE OF STOCK CONTRIBUTED | Desc |
| Amt | $225,249 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROOKFIELD RENEWABLE PARTNERS INVESTMENT DEDUCTION | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $897 | Amt |
| Net Investment Income | $897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |