2024-11-08T10:50:39-05:00 2023-12-31 520954153 MENDELSON & MENDELSON CPA'S 12505 PARK POTOMAC AVE STE 250 POTOMAC MD 20854 990PF 2023-01-01 521041780 FRANK & BETTY WRIGHT FOUNDATION FRAN 3016560001 12505 PARK POTOMAC AVE STE 250 POTOMAC MD 20854 BRAD L MENDELSON TREASURER 3016560001 2024-11-08 true false EDWARD C CRAWFORD CPA P01275504 3016560001 2024-11-08 2023 2024-10-15 13:58:12Z X 14875562 X X 850 850 264250 264250 -308800 1517227 95490 95490 51790 360590 42500 42500 3386 3386 45134 45134 230367 170367 60000 37860 37860 15178 15178 374425 208227 166198 650176 650176 1024601 208227 816374 -972811 152363 444936 288960 288960 284582 96274 86884 10614546 11037762 12621894 1719309 1933932 1877824 1266366 14329739 13356928 14875562 0 X 14329739 13356928 14329739 13356928 14329739 13356928 14329739 -972811 13356928 13356928 UBS SALES - 58115 P 2023-01-01 2023-12-31 41466 37644 3822 3822 UBS SALES - 58115 P 2022-01-01 2023-12-31 394482 707186 -312704 -312704 UBS SALES - 58116 P 2023-01-01 2023-12-31 49519 50594 -1075 -1075 UBS SALES - 58116 P 2022-01-01 2023-12-31 41739 47104 -5365 -5365 UBS SALES - 58116 P 2022-01-01 2023-12-31 12245 12245 UBS SALES - 58226 P 2023-01-01 2023-12-31 583 557 26 26 UBS SALES - 58226 P 2022-01-01 2023-12-31 139842 100106 39736 39736 UBS SALES - 58227 P 2023-01-01 2023-12-31 17872 13425 4447 4447 UBS SALES - 58227 P 2022-01-01 2023-12-31 265522 254842 10680 10680 UBS SALES - 58229 P 2023-01-01 2023-12-31 7368 7111 257 257 UBS SALES - 58229 P 2022-01-01 2023-12-31 131100 133630 -2530 -2530 UBS SALES - 58230 P 2023-01-01 2023-12-31 69522 70352 -830 -830 UBS SALES - 58230 P 2022-01-01 2023-12-31 172620 180378 -7758 -7758 UBS SALES - 66844 P 2023-01-01 2023-12-31 3102 4427 -1325 -1325 UBS SALES - 66844 P 2022-01-01 2023-12-31 148787 206426 -57639 -57639 -308800 5322 2118 2118 2118 16200 16200 X 15 14067 14067 false false false false false false false true true DC true false false false false true N/A MENDELSON & MENDELSON CPA'S 3016560001 12505 PARK POTOMAC AVENUE SUITE 250 POTOMAC MD 20854 false false false true true false false false false false false false false false false false false false false false false false JAMES EPSTIEN 12505 PARK POTOMAC AVE SUITE 250 POTOMAC MD 20854 PRESIDENT 8.00 20000 0 0 BRAD L MENDELSON 12505 PARK POTOMAC AVENUE SUITE 250 POTOMAC MD 20854 TREASURER 8.00 20000 0 0 JUANITA ILLERA 12505 PARK POTOMAC AVENUE SUITE 250 POTOMAC MD 20854 SECRETARY 1.00 2500 0 0 NONE MENDELSON & MENDELSON CPA'S A PC 12505 PARK POTOMAC AVENUE SUITE 250 POTOMAC MD 20854 ACCTG/INV MGMT 95154 USB FINANCIAL SERVICES 7700 WISCONSIN AVENUE SUITE 300 BETHESDA MD 20814 INVESTMENT MGMT 70327 WELL ADVISED STRATEGIES 216 W GREENWAY BLVD FALLS CHURCH VA 22046 CONSULTING 60000 JRE ADVISORY LLC 21 DUPONT CIRCLE NW SUITE 410 WASHINGTON DC 20036 INVESTMENT MGMT 50020 N/A 12944478 355964 1016830 14317272 14317272 214759 14102513 705126 705126 2118 2118 703008 703008 703008 816374 816374 703008 25069 816374 25069 703008 88297 88297 0 88297 88297 X CAMPAGNA CENTER INC 418 S WASHINGTON STREET ALEXANDRIA VA 22314 N/A PC LITERACY TUTORING/MENTORING PROGRAM 380476 CAMPAGNA CENTER INC 418 S WASHINGTON STREET ALEXANDRIA VA 22314 N/A PC LIBRARY 50000 ACT FOR ALEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 N/A PC COORDINATOR SALARY 54000 ACT FOR ALEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 N/A PC ACT STAFF FEES AND OPERATING COSTS 74375 ACT FOR AXEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 N/A PC YOUTH SUPPORT PROGRAM 25000 ACT FOR AXEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 N/A PC YOUTH EMPLOYMENT PROGRAM 10000 ACT FOR AXEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 N/A PC FUNDERS AFFINITY GROUP 30000 ACT FOR AXEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 N/A PC PARTNERSHIP FOR HEALTHIER ALEXANDRIA 26325 650176 14 850 14 264250 14 95490 18 -308800 51790 51790 false false false false false false false false false false ACCOUNTING & TAX SERVICES 45134 45134 JAMES EPSTIEN JAMES EPSTEIN, PRESIDENT/DIRECTOR OF FRANK AND BETTY WRIGHT FOUNDATION INC. (THE "FOUNDATION"), IS AN OWNER AT THE ADVISORY FIRM JRE ADVISORY, LLC A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT ADVISORY SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING AUGUST 31, THE FOUNDATION PAID 61,163 FOR INVESTMENT ADVISORY SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH ADVISORY FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES OTHER CLIENTS. BRAD L MENDELSON BRAD L. MENDELSON, TREASUER/DIRECTOR OF FRANK AND BETTY WRIGHT FOUNDATION INC. (THE "FOUNDATION"), IS AN OWNER AT THE ACCOUNTING FIRM MENDELSON AND MENDELSON, CPA'S A P.C., A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING AND INVESTMENT ADVISORY SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING AUGUST 31, THE FOUNDATION PAID 44,458 FOR ACCOUNTING SERVICES AND 61,163 FOR INVESTMENT ADVISORY SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF PART I, LINES 16B AND 16C. SUCH ACCOUNTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES OTHER CLIENTS. CORPORATE BONDS 1933932 1877824 UBS CORE UBS LARGE CAP GROWTH UBS NON STRUCTURED UBS SMID CAP VALUE UBS LC VALUE/CORE COMMON STOCKS 3084592 3745334 MUTUAL FUNDS 7953170 8876560 96274 86884 UBS NON-STRUCTURED EXPENSES INSURANCE EXPENSE 7843 7843 MEMBERSHIP DUES 6650 6650 PAYROLL FEES 685 685 UBS 58115 66230 66230 UBS 58229 6 6 UBS 58227 - NON-DIV DISTRIB 17624 17624 UBS 66844 - NON-DIV DISTRIB 284 284 OTHER INVESTMENT INCOME 11346 11346 INVESTMENT MANAGEMENT SERVICES 100040 100040 PHILANTHROPIC CONSULTING SERVICE 60000 60000 UBS FEES - 58116 9961 9961 UBS FEES - 58226 14662 14662 UBS FEES - 58227 17020 17020 UBS FEES - 58229 9090 9090 UBS FEES - 58230 9881 9881 UBS FEES - 66844 9713 9713 990 TAXES 27626 27626 UBS FORIEGN TAX - 58115 9837 9837 UBS FORIEGN TAX - 58226 360 360 UBS FORIEGN TAX - 58227 37 37