GEORGE F AND SYBIL H FULLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE F AND SYBIL H FULLER FOUNDATION (EIN 04-6125606)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201903129349101305
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T15:07:13-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464181625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M LOVE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 MILLBROOK STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046125606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE F & SYBIL H FULLER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 5087551684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET SUITE 660 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK W FULLER | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 5087551684 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK L LOVE CPA | PreparerPersonNm |
| PTIN | P00516264 | PTIN |
| Phone | 5087975200 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 15:07:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35D3879163D6E86CE39169CEF1932A0DEFAB2344 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31F0255CE636117B511D601E130AC6D7E9D03F44 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,906,437 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $307 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $307 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $307 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,143,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,143,109 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,143,109 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $495,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,369,788 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $16,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $16,474 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,654,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,143,416 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,159,890 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $164,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $82,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,992 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,496 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,496 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,074 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,074 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,364 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,708 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,831 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,829 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,002 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $299 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $39,995 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $39,995 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $432,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,658,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,658,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,090,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,830,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,435,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $883,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,159,890 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,996 | CashBOYAmt |
| Cash EOY | $88,999 | CashEOYAmt |
| Cash EOYFMV | $88,999 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $198,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,171,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,171,243 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,105 | AcctRcvblAmt |
| Acct Rcvbl EOY | $17,105 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,105 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,620,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,150,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,150,491 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $47,273,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,477,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,477,650 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $94,981 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,032 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,248 | LandBOYAmt |
| Land EOY | $949 | LandEOYAmt |
| Land EOYFMV | $949 | LandEOYFMVAmt |
| Total Assets BOY | $52,232,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,906,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,906,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $52,232,839 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,906,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,232,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,906,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,232,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,906,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,232,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,435,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$4,890,498 | OtherIncreasesAmt |
| Subtotal | $45,906,437 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $45,906,437 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,039,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,079,625 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,109,085 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,136,824 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065959 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,502,558 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,226,699 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068374 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,755,014 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,017,172 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,614,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,394,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067691 | DistributionYr5Rt |
| Total Distribution | 0.329893 | TotalDistributionRt |
| Average Distribution | 0.065979 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,853,230 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,289,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,835 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,298,101 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,830,615 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,669 | SubtotalAmt |
| Tax Based On Investment Income | $17,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $160 | EsPenaltyAmt |
| Tax Due | $2,229 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | GSFULLERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARK W FULLER TREASURER | IndividualWithBooksNm |
| Phone | 5087551684 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET SUITE 660 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARK W FULLER | ||||||||
| 57 CENTRAL STREET | BOYLSTON | MA | 01505 | CHAIRMAN/TRE | 000.00 | $27,000 | $0 | $0 |
| SCOTT A FULLER | ||||||||
| 61 CENTRAL STREET | BOYLSTON | MA | 01505 | TRUSTEE | 000.00 | $22,000 | $0 | $0 |
| JANICE L FULLER | ||||||||
| 57 CENTRAL STREET | BOYLSTON | MA | 01505 | V CHAIR/ASST | 000.00 | $27,000 | $0 | $0 |
| DAVID P HALLOCK | ||||||||
| 35-49 COMMONS DRIVE | SHREWSBURY | MA | 01545 | TRUSTEE | 000.00 | $22,000 | $0 | $0 |
| LINCOLN E FULLER | ||||||||
| RTE 11 PO BOX 2639 | NEW LONDON | NH | 03257 | TRUSTEE | 000.00 | $22,000 | $0 | $0 |
| DIANE H ROBBINS | ||||||||
| 111 CLARK STREET | NEWTON | MA | 02459 | SECRETARY | 000.00 | $22,000 | $0 | $0 |
| KELSA L ZERESKI | ||||||||
| 88 SPRING STREET | SHREWSBURY | MA | 01545 | TRUSTEE | 000.00 | $22,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY | AddressLine1Txt |
| City | NEW YORK CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. ADVISOR | ServiceTypeTxt |
| Compensation | $127,656 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS, GIFTS AND GRANTS PROVIDED TO 107 ORGANIZATIONS IN 2018. | Description1Txt |
| Expenses1 | $2,658,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,750,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,759,833 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,612,416 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $50,612,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $759,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,853,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,492,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,492,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,669 | TotalTaxAmt |
| Distributable Before Adj | $2,474,993 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,474,993 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,474,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,830,615 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,830,615 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,830,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,474,993 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $994,920 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,130,647 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $958,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $766,603 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $450,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,301,334 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,830,615 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,474,993 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,622 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,656,956 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $994,920 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,662,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,130,647 | ExcessFromYear4Amt |
| Excess From Year3 | $958,599 | ExcessFromYear3Amt |
| Excess From Year2 | $766,603 | ExcessFromYear2Amt |
| Excess From Year1 | $450,565 | ExcessFromYear1Amt |
| Excess From Current Year | $355,622 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK W FULLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET SUITE 660 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5087551684 | RecipientPhoneNum |
| Recipient Email Address | MFULLER@GSFULLERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A FORMAL PROPOSAL DETAILING THE AMOUNT REQUESTED AND THE USE TO WHICH THOSE FUNDS WILL BE PUT, ACCOMPANIED BY FINANCIAL STATEMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 107 RECIPIENTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | OPERATING, CAPITAL, AND SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $2,658,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,658,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,143,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $495,082 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADOFF VICTIM FUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $16,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,159,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $495,082 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,654,972 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,400 | Amt |
| Net Investment Income | $7,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,200 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVEST. ADVISOR | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $67,802 | $81,270 | STRAIGHT LINE | $299 |
| LEASEHOLD IMPROVEMENTS | $12,824 | $12,461 | STRAIGHT LINE |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | MORGAN STANLEY | AssetDesc |
| Acquired | 2016-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $20,369,788 | GrossSalesPriceAmt |
| Basis | $19,874,706 | BasisAmt |
| Total Net | $495,082 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK- MORGAN STANLEY | StockNm |
| EOY Book Value | $4,150,491 | EOYBookValueAmt |
| EOYFMV | $4,150,491 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BONDS AND NOTES - UBS | FMV | $160,784 | $160,784 |
| PRIVATE INVESTMENTS - CONCENTRIC | AT COST | $1,169,943 | $1,169,943 |
| SPECIAL INVESTMENT FUNDS - MSSB | FMV | $6,184,351 | $6,184,351 |
| PRIVATE INVESTMENTS - BIOMEDICAL | AT COST | $643,530 | $643,530 |
| PRIVATE INVESTMENTS - WELLESLEY/FRNT | AT COST | $1,887,758 | $1,887,758 |
| MUTUAL FUNDS - MSSB | FMV | $23,426,323 | $23,426,323 |
| PRIVATE INVESTMENTS - SCIREH THREE | AT COST | $504,961 | $504,961 |
| PRIVATE INVESTMENTS - CANAL DISTRICT | AT COST | $500,000 | $500,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $82,157 | $81,571 | $586 | $586 |
| LEASEHOLD IMPROVEMENTS | $12,824 | $12,461 | $363 | $363 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,148 | LegalFeesAmt |
| Net Investment Income | $2,074 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,074 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $50 | $50 |
| INSURANCE | $6,834 | $6,834 |
| MEALS AND ENTERTAINMENT | $2,658 | $2,658 |
| MEMBERSHIPS AND DUES | $845 | $845 |
| POSTAGE AND DELIVERY | $149 | $149 |
| SUPPLIES AND OTHER OFFICE EXP | $3,096 | $3,096 |
| CONTRACT LABOR | $3,008 | $3,008 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADOFF VICTIM FUND | Desc |
| Revenue And Expenses Per Books | $16,474 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $16,474 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS (LOSSES) ON SECURITIES | Desc |
| Amt | -$4,890,498 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $3,415 | $1,708 | $1,708 |
| INVESTMENT MANAGEMENT FEES | $127,656 | $127,656 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,855 | $1,855 | |
| PERSONAL PROPERTY TAXES | $788 | $788 | |
| PAYROLL TAXES | $14,428 | $7,214 | $7,214 |
| FEDERAL TAX ON NET INVESTMENT IN | $15,760 | $15,760 |