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FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FULK FAMILY FOUNDATION INC (EIN 47-0732237)
Tax period
2017-08-01 to 2018-07-31
Filed
2019-06-14
IRS object ID
201911659349100106
Schema version
2017v2.3
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)
Return2019-06-14T09:17:03-05:00ReturnTs
Tax Period End2018-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470732237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARCIA COFFMANInCareOfNm
Business Name ControlFULKBusinessNameControlTxt
Phone3122362208PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 S Wacker Dr Ste 2400AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIA COFFMANPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3122362208PhoneNum
Signature2018-12-15SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id47008420191655000000FederalOriginalSubmissionId
Federal Original Submission Id2019-06-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4EBB87C8343DB4577F52EBB07F3A989F040E625DAtSubmissionCreationDeviceId
At Submission Filing Device IdF44951193556BE4062C14245A0E72B18ABBECF66AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$364,399,834FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$61,815,513ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,917,485DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,911,775DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,710DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$42,606,777NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$198,688,492GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,606,777CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,339,775TotalRevAndExpnssAmt
Total Net Invst Incm$45,518,552TotalNetInvstIncmAmt
Total Adj Net Incm$5,710TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$864,700CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$172,940CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$691,760CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$80,627LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$16,125LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$64,502LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$88,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$44,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$44,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,965OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$793OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,172OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$591,643TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,882TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$37,414TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$619DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$619DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$55,080OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$11,016OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$44,064OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$40,616TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$8,123TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$32,493TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$419,430OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$295,372OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$124,058OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,144,680TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$563,870TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,041,463TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,987,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,987,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,131,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$563,870TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$57,028,513TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,208,045ExcessRevenueOverExpensesAmt
Net Investment Income$44,954,682NetInvestmentIncomeAmt
Adjusted Net Income$5,710AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,998,027SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,954,818SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,954,818SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$142,870,854USGovernmentObligationsBOYAmt
US Government Obligations EOY$307,724,427USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$303,251,948USGovtObligationsEOYFMVAmt
Corporate Stock BOY$137,508,319CorporateStockBOYAmt
Corporate Stock EOY$30,411,960CorporateStockEOYAmt
Corporate Stock EOYFMV$48,168,333CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$731,268CorporateBondsEOYAmt
Corporate Bonds EOYFMV$767,865CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$3,094InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$877InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$2,836LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$2,217LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$2,217LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$2,199,795OtherInvestmentsBOYAmt
Other Investments EOY$2,290,289OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,234,590OtherInvestmentsEOYFMVAmt
Other Assets BOY$53,907OtherAssetsBOYAmt
Other Assets EOY$31,166OtherAssetsEOYAmt
Other Assets EOYFMV$20,063OtherAssetsEOYFMVAmt
Total Assets BOY$292,633,738TotalAssetsBOYAmt
Total Assets EOY$350,146,145TotalAssetsEOYAmt
Total Assets EOYFMV$364,399,834TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$292,633,738RetainedEarningBOYAmt
Retained Earning EOY$350,146,145RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$292,633,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$350,146,145TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$292,633,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$350,146,145TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$292,633,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,208,045ExcessRevenueOverExpensesAmt
Other Increases$8,304,362OtherIncreasesAmt
Subtotal$350,146,145SubtotalAmt
Tot Net Ast Or Fund Balances EOY$350,146,145TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
46,700 SHRS 1/100 BERKSHIRE HTWY$133,478,167$90,863,256$42,614,911$42,614,911
6,250 SHRS UNITED FIRE GROUP$262,494$269,500-$7,006-$7,006
45,000 SHRS WESTERN UNION CO$832,482$872,775-$40,293-$40,293
MUNICIPAL BONDS$115,349$111,804$3,545$3,545
US TREASURY BILLS & NOTES$64,000,000$63,998,203$1,797$1,797
L/T GAIN - PARTNERSHIPS$2$2
CAPITAL GAIN DISTRIBUTIONS$33,821$33,821
FieldValueIRS element (for citing)
Capital Gain Net Income$42,606,777CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,478,623AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$118,097,557NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.173404DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,836,551AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,458,721NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.094826DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,352,289AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$30,031,183NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045029DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,289,206AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,507,308NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046868DistributionYr4Rt
Adjusted Qlfy Distri Yr5$913,185AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$23,580,850NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038726DistributionYr5Rt
Total Distribution0.398853TotalDistributionRt
Average Distribution0.079771AverageDistributionRt
Net Vl Noncharitable Assets$362,007,995NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$28,877,740AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$449,547NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,327,287AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$57,028,513QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$449,547InvestmentIncomeExciseTaxAmt
Subtotal$449,547SubtotalAmt
Tax Based On Investment Income$449,547TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$534,564EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$534,564TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Overpayment$84,981OverpaymentAmt
Applied To ES Tax$84,981AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARCIA COFFMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122362208PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1STE 2400 150 S WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALICE BRUNNER
150 S WACKER DRIVE STE 2400CHICAGOIL60606VICE PRESIDENT20.0$100,000$0$0
MARCIA COFFMAN
150 S WACKER DRIVE STE 2400CHICAGOIL60606TREASURER/ADMINISTRATOR33.0$314,700$0$0
N JANE MORRISON
150 S WACKER DRIVE STE 2400CHICAGOIL60606PRESIDENT26.0$150,000$0$0
LINDA KRONING
150 S WACKER DRIVE STE 2400CHICAGOIL60606SECRETARY22.0$150,000$0$0
RUSSELL BARTMES
150 S WACKER DRIVE STE 2400CHICAGOIL60606VICE PRESIDENT18.0$150,000$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BKD LLP
1248 O STREET STE 1040LINCOLNNE68508ACCOUNTING SERVICES$88,000
HAMILTON THIES & LORCH LLP
200 S WALKER DRIVE STE 3800CHICAGOIL60606LEGAL SERVICES$80,627
FOUNDATION SOURCE
55 WALLS DR 302FAIRFIELDCT06824ADMIN SUPPORT$125,000
CHARLES SCHWAB & CO INC
211 MAIN STREETSAN FRANCISCOCA94105INVESTMENT MGMT$263,861

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NO DIRECT CHARITABLE ACTIVITIESDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO PROGRAM RELATED INVESTMENTSDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$350,677,614AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,817,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,365FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$367,520,807TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$367,520,807AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,512,812CashDeemedCharitableAmt
Net Vl Noncharitable Assets$362,007,995NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,100,400MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,100,400MinimumInvestmentReturnAmt
Tax Based On Investment Income$449,547TaxBasedOnInvestmentIncomeAmt
Total Tax$449,547TotalTaxAmt
Distributable Before Adj$17,650,853DistributableBeforeAdjAmt
Distributable Before Ded$17,650,853DistributableBeforeDedAmt
Distributable As Adjusted$17,650,853DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,028,513ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$57,028,513QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$449,547PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$56,578,966AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,650,853DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$770,843ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,130,823ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,901,666TotalExcessDistributionCyovAmt
Qualifying Distributions$57,028,513QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$17,650,853AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,377,660RemainingDistriFromCorpusAmt
Total Corpus$55,279,326TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$55,279,326ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$770,843ExcessFromYear2Amt
Excess From Year1$15,130,823ExcessFromYear1Amt
Excess From Current Year$39,377,660ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFULK FARMS INCContributingManagerNm
Contributing ManagerROBERT W FULK IRREVOCABLE TRUSTContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ADLER PLANETARIUM
1300 S LAKE SHORE DRCHICAGOIL606052403PUBLICGeneral Support$50,000
AMERICAN DIABETES ASSOCIATION
180 NICKERSON ST STE 309SEATTLEWA98109PUBLIC2018 Camp Plant D$50,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STPHILADELPHIAPA191021403PUBLICMatching Gift Campaign$25,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STPHILADELPHIAPA191021403PUBLICGeneral Support$200,000
AMERICAN LEBANESE SYRIAN ASSOC CHAR INC
501 SAINT JUDE PLMEMPHISTN381051905PUBLICGRADUATE SCHOOL OF BIOMEDICAL SCIENCES$3,118,003
AMERICAN MUSICOLOGICAL SOCIETY INC
6010 COLLEGE STABRUNSWICKME040118452PUBLICGeneral Support$50,000
AMERICAN NATIONAL RED CROSS
2200 WEST HARRISON STREETCHICAGOIL60612PUBLICHurricane Harvey relief$250,000
AMERICAN NATIONAL RED CROSS
2200 WEST HARRISON STREETCHICAGOIL60612PUBLICHurricane Maria relief$250,000
AMERICAN NATIONAL RED CROSS
2200 WEST HARRISON STREETCHICAGOIL60612PUBLICHurricane Irma Relief$250,000
ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
225 EAST CHICAGO AVENUE BOX 4CHICAGOIL60611PUBLICHealthy Communities Program$4,001,872
ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
225 EAST CHICAGO AVENUE BOX 4CHICAGOIL60611PUBLICasthma education$86,000
ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
225 EAST CHICAGO AVENUE BOX 4CHICAGOIL60611PUBLICfood security and health$50,000
ANTI-DEFAMATION LEAGUE - CHICAGO
120 SOUTH LASALLECHICAGOIL60603PUBLICWE THE PEOPLE PROJECT$1,164,000
ANTI-DEFAMATION LEAGUE - CHICAGO
120 SOUTH LASALLECHICAGOIL60603PUBLICIMPLICIT BIAS TRAINING$1,209,000
ARDEN SHORE CHILD AND FAMILY SERVICE
329 N GENESEE STWAUKEGANIL600854205PUBLICelevator$65,000
ARDEN SHORE CHILD AND FAMILY SERVICE
329 N GENESEE STWAUKEGANIL600854205PUBLICGeneral Support$5,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603PUBLICGene Siskel Film Center$25,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603PUBLICSCHOOL OF ART INSTITUTE$700,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603PUBLICGeneral Support / SCHOOL OF ART INSTITUTE$25,000
ASSOCIATION HOUSE OF CHICAGO
1116 N KEDZIE AVECHICAGOIL606514152PUBLICGeneral Support$100,000
ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL
1720 N STREET NWWASHINGTONDC20036PUBLICGeneral Support$5,000
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY125045000PUBLICBard Prison Initiative (BPI)$40,500
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY125045000PUBLICBPI Challenge Gift Initiative$20,000
BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
8392 MISSISSIPPI STREET 2ND FLOORMERRIVILLEIN464106316PUBLICcapital improvements$250,000
BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
8392 MISSISSIPPI STREET 2ND FLOORMERRIVILLEIN464106316PUBLICcapacity building$20,000
BOYS & GIRLS CLUBS OF PUERTO RICO INC
PO BOX 79526CAROLINAPR009849526PUBLICGeneral Support$50,000
BRENTON ARBORETUM INC
25141 260TH STDALLASCENTERIA500638336PUBLICGeneral Support$1,000,000
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVEANNAPOLISMD214034503PUBLICGeneral Support$100,000
CHICAGO HORTICULTURAL SOCIETY
1000 LAKE COOK RDGLENCOEIL600221168PUBLICFARM ON OGDEN$1,000,000
CHICAGO HORTICULTURAL SOCIETY
1000 LAKE COOK RDGLENCOEIL600221168PUBLICBUD BURST PROGRAM$100,000
CHICAGO HUMANITIES FESTIVAL
500 N DEARBORN ST STE 825CHICAGOIL606547659PUBLICGeneral Support$10,000
CHICAGO OPERA THEATER
70 E LAKE ST STE 415CHICAGOIL606017646PUBLICOpera for All PROGRAM$150,000
CHICAGO SCHOLARS FOUNDATION
247 S STATE ST STE 700CHICAGOIL60604PUBLICGeneral Support$250,000
CHICAGO SYMPHONY ORCHESTRA
220 SOUTH MICHIGAN AVESCHICAGOIL606042596PUBLICNegaunee Music Inst$100,000
CHICAGO SYMPHONY ORCHESTRA
220 SOUTH MICHIGAN AVESCHICAGOIL606042596PUBLICTransport for CPS STUDENTS$25,000
CHICAGO SYMPHONY ORCHESTRA
220 SOUTH MICHIGAN AVESCHICAGOIL606042596PUBLICGeneral Support$25,000
CHICAGO YOUTH PROGRAMS INC
5350 S PRAIRIE AVECHICAGOIL606154709PUBLICGeneral Support$80,000
CHICAGOS CITIZENS FOR CHANGE INC
5600 S WOODLAWN AVECHICAGOIL606371623PUBLICGeneral Support$100,000
CHILDRENS HOSPITAL MEDICAL CENTER
3333 BURNET AVE ML 4900CINCINNATIOH452293026PUBLICImproving Renal Outcomes Collaborative$10,000
CRAWFORDSVILLE DISTRICT PUBLIC LIBRARY
205 S WASHINGTON STREETCRAWFORDSVILLEIN47933PUBLICBOOKS AND EQUIPMENT$32,540
CROHN'S & COLITIS FOUNDATION OF AMERICA - ILLINOIS
2200 E DEVON AVEDES PLAINESIL60018PUBLICGeneral Support$50,000
DEPAUL UNIVERSITY
1 E JACKSON BLVDCHICAGOIL606042201PUBLICCOMMUNITY COLLEGE Scholarship Fund$950,000
DIGESTIVE HEALTH FOUNDATION
251 E HURON ST SUITE 3-200CHICAGOIL606112908PUBLICEducational and Training PROGRAMS$2,000,000
FCNL EDUCATION FUND
245 2ND ST NEWASHINGTONDC200025761PUBLICGeneral Support$50,000
FOREFRONT
208 S LA SALLE ST STE 1540CHICAGOIL606041242PUBLICDemocracy Initiative$500,000
FOREFRONT
208 S LA SALLE ST STE 1540CHICAGOIL606041242PUBLICDemocracy Initiative$50,000
FOX LAKE ROTARY CLUB FOUNDATION
PO BOX 363FOXLAKEIL600200363PUBLICNeediest Children's FUND$15,000
FREEDOM EDUCATION PROJECT PUGET SOUND
918 S HORTON ST STE 912SEATTLEWA981341949PUBLICGeneral Support$15,000
FRIENDS OF THE PARKS
17 N STATE ST STE 1450CHICAGOIL606024072PUBLICGeneral Support$20,000
FUNDACION SILA M CALDERON INC
PUBLICHurricane Relief$50,000URB SANTA RITA1012 CALLE GONZARIO PIEDRASSANJUANRQ00925
GASTRO-INTESTINAL RESEARCH FOUNDATION INC
20 W KINZIE ST 17TH FLCHICAGOIL60654PUBLICGeneral Support$50,000
GILDAS CLUB CHICAGO
537 N WELLS STCHICAGOIL606547113PUBLICGeneral Support$50,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET SIXTH FLOORNEWYORKNY100364603PUBLICHamilton Education Program$1,000,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET SIXTH FLOORNEWYORKNY100364603PUBLIC2018 Teacher Seminars$50,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET SIXTH FLOORNEWYORKNY100364603PUBLICChicago Hamilton Education$1,000,000
GOODCITY NFP
5049 W HARRISON STCHICAGOIL606445142PUBLICYoga Cares$25,000
GRANT PARK ORCHESTRAL ASSOCIATION
205 E RANDOLPH STCHICAGOIL606016530PUBLICGeneral Support$1,000,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE CHICAGO ILCHICAGOIL606323920PUBLICCapital Improvements$4,275,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL606323920PUBLICGeneral Support$250,000
HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS
208 S LASALLE ST STE 1300CHICAGOIL60604PUBLICNATIONAL IMMIGRATION JUSTICE CENTER$227,000
HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES
820 W GREENWOOD AVEWAUKEGAIL600875034PUBLICGeneral Support$15,000
HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES
820 W GREENWOOD AVEWAUKEGAIL600875034PUBLICGeneral Support$10,000
HISPANIC FEDERATION INC
55 EXCHANGE PLACE 5TH FLOORNEWYORKNY10005PUBLICHurricane Maria relief$300,000
HOLY CROSS COLLEGE INC
54515 STATE RD 933 NORTHNOTRE DAMEIN46556PUBLICWestville Education Initiative$50,000
HOLY CROSS COLLEGE INC
54515 STATE RD 933 NORTHNOTRE DAMEIN46556PUBLICWestville Education Initiative$35,000
INDIANA STATE UNIVERSITY OFFICE OF THE CONTROLLER
210 N 7TH STTERREHAUTEIN478091902PUBLICCHILL project$5,000
INSPIRATION CORPORATION
4554 N BROADWAY ST STE 207CHICAGOIL606405671PUBLICGeneral Support$25,000
INSTITUTE FOR ETHNOMEDICINE INC
PO BOX 3464JACKSONWY830013464PUBLICLab Equipment$50,000
JUNTOS Y UNIDOS POR PUERTO RICO INC
PUBLICHurricane Irma Relief$150,000PO BOX 9146RIO PIEDRASSANJUANRQ00908
KENTUCKY NATURAL LANDS TRUST INC
433 CHESTNUT STBEREAKY404031510PUBLICGeneral Support$25,000
LAKE BLUFF OPEN LANDS ASSOCIATION
PO BOX 449LAKEBLUFFIL600440449PUBLICGeneral Support$9,000
LAMBS FARM INC
PO BOX 520LIBERTYIL600480520PUBLICGeneral Support$50,000
LINCOLN CHILDRENS ZOO
1222 S 27TH STLINCOLNNE685021832PUBLICLove Your Zoo Campaign$500,000
LINCOLN CHILDRENS ZOO
1222 S 27TH STLINCOLNNE685021832PUBLICGeneral Support$25,000
LINCOLN COMMUNITY PLAYHOUSE INC
2500 S 56TH STLINCOLNNE685063503PUBLIC"THE HUNDRED DRESSES" BOOKS$3,000
LINCOLN COMMUNITY PLAYHOUSE INC
2500 S 56TH STLINCOLNNE685063503PUBLICGeneral Support$2,000
LINCOLN COMMUNITY PLAYHOUSE INC
2500 S 56TH STLINCOLNNE685063503PUBLICCAPITAL IMPROVEMENTS$60,000
LINCOLN COMMUNITY PLAYHOUSE INC
2500 S 56TH STLINCOLNNE685063503PUBLICCAPITAL IMPROVEMENTS$9,000
LINCOLN PARK CONSERVANCY
2000 N RACINE AVE SUITE 4800CHICAGOIL606144045PUBLICAlexander Hamilton Monument$7,800
LINCOLN PARK VILLAGE INC
2502 N CLARK STCHICAGOIL606141850PUBLICGeneral Support$50,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL606144712PUBLICCREATIVE ENGAGEMENT THROUGH TECHNOLOGY$2,564,459
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL606144712PUBLICGeneral Support$25,000
LYRIC OPERA OF CHICAGO
20 N WACKER DR STE 860CHICAGOIL606062899PUBLICStars of Lyric Opera$100,000
LYRIC OPERA OF CHICAGO
20 N WACKER DR STE 860CHICAGOIL606062899PUBLICOpera in the Neighborhoods$25,000
MANO A MANO FAMILY RESOURCE CENTER
6 E MAIN STROUNDLAKEIL600733602PUBLICGeneral Support$50,000
MANO A MANO FAMILY RESOURCE CENTER
6 E MAIN STROUNDLAKEIL600733602PUBLICGeneral Support$10,000
MATT TALBOT KITCHEN & OUTREACH INC
PO BOX 80935LINCOLNNE685010935PUBLICGeneral Support$25,000
MAYO CLINIC
200 1ST ST SWROCHESTERMN559050001PUBLICPROFESSORSHIP IN NEPHROLOGY$2,006,315
MAYO CLINIC
200 1ST ST SWROCHESTERMN559050001PUBLICNephrology Collaborative Group$48,000
MERIT SCHOOL OF MUSIC
38 SOUTH PEORIA STREETCHICAGOIL606072628PUBLICGeneral Support$75,000
MIDNIGHT CIRCUS IN THE PARKS
ONE SOUTH DEARBORNCHICAGOIL606032302PUBLICGeneral Support$15,000
MIDNIGHT CIRCUS IN THE PARKS
ONE SOUTH DEARBORNCHICAGOIL606032302PUBLICOffice Equipment$5,000
NATIONAL ARBOR DAY FOUNDATION
211 NORTH 12TH STREETLINCOLNNE685081411PUBLICFulk Farms conservation$25,000
NATIONAL AUDUBON SOCIETY INC
225 VARICK STREET 7TH FLOORNEWYORKNY100144396PUBLICGREAT LAKES General Support$25,000
NATIONAL AUDUBON SOCIETY INC
225 VARICK STREET 7TH FLOORNEWYORKNY100144396PUBLICGeneral Support$25,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICChildrens Oral Health Project$100,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICYouth Engagement and Development$50,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICGeneral Support$100,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICChildrens Oral Health Project$375,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICYouth Engagement and Development$25,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICChallenge Grant$103,590
NEBRASKA HUMANITIES COUNCIL
215 CENTENNIAL MALL S STE 330LINCOLNNE685081836PUBLICPrime Time Family Reading Time$30,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036PUBLICFund for a Safer Future$50,000
NEWBERRY CONSORT NFP
6530 N GREENVIEW AVECHICAGOIL606265008PUBLICNEWBERRY CONSORT$50,000
NICASA NFP
31979 N FISH LAKE RDROUNDLAKEIL600739517PUBLICGeneral Support$25,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407PUBLICEndowment$500,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407PUBLICOutreach and Health Ministry Program$500,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407PUBLICSTEPS Program$250,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407PUBLICStreet Medicine Project$125,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407PUBLICPerformance Measurement$125,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407PUBLICOUTREACH AND HEALTH PROGRAMS$300,000
NORTH SHORE VILLAGE
1603 ORRINGTON AVE STE 1800EVANSTONIL602015019PUBLICGeneral Support$5,000
NORTH SHORE VILLAGE
1603 ORRINGTON AVE STE 1800EVANSTONIL602015019PUBLICGeneral Support$5,000
NORWEGIAN AMERICAN HOSPITAL INCORPORATED
1044 N FRANCISCO AVECHICAGOIL606222743PUBLICpatient centered initiativeS$5,000
NORWEGIAN AMERICAN HOSPITAL INCORPORATED
1044 N FRANCISCO AVECHICAGOIL606222743PUBLICLAB EQUIPMENT$23,000
NORWEGIAN AMERICAN HOSPITAL INCORPORATED
1044 N FRANCISCO AVECHICAGOIL606222743PUBLICpatient centered initiativeS$25,660
OFF THE STREET CLUB
25 N KARLOV AVECHICAGOIL606242302PUBLICCamp Mathieu$20,000
ONE MILLION DEGREES
226 W JACKSON BLVD SUITE 528CHICAGOIL606066959PUBLICGeneral Support$25,000
ONE MILLION DEGREES
226 W JACKSON BLVD SUITE 528CHICAGOIL606066959PUBLICGeneral Support$25,000
ONE MILLION DEGREES
226 W JACKSON BLVD SUITE 528CHICAGOIL606066959PUBLICGeneral Support$25,000
PARTNERS FOR PROGRESS NFP
PO BOX 832MUNDELEINIL600600832PUBLICGeneral Support$10,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLRCHICAGOIL606033200PUBLICEXPANDING ACCESS TO CARE CAMPAIGN$2,004,811
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLRCHICAGOIL606033200PUBLICGeneral Support$100,000
PLANNED PARENTHOOD OF THE HEARTLAND INC
PO BOX 4557DESMOINESIA50305PUBLICGeneral Support$100,000
PLENITUD INICIATIVAS ECOEDUCATIVAS
PO BOX 394LASMARIASPR006700394PUBLICGeneral Support$50,000
PONCE NEIGHBORHOOD HOUSING SERVICES INC
PO BOX 330223PONCEPR007330223PUBLICGeneral Support$50,000
POSSE FOUNDATION - CHICAGO IL BRANCH OFFICE
330 SOUTH WELLS SUITE 610CHICAGOIL606067103PUBLICGeneral Support$250,000
PROYECTO MATRIA INC
31 JIMENEZ SICARDOCAGUASPR007253763PUBLIChurricane relief$50,000
PUERTO RICO NEIGHBORHOOD HOUSING SERVICES CORP
PO BOX 13926SANJUANPR009083926PUBLIChurricane relief$50,000
READING BETWEEN THE LINES NFP
5614 S DORCHESTER AVECHICAGOIL606371722PUBLICGeneral Support$5,000
RECIPE FOR CHANGE
1266 N MILWAUKEE AVECHICAGOIL606229319PUBLICGeneral Support$40,000
REHABILITATION INSTITUTE OF CHICAGO
355 E ERIE ST STE 10-2145CHICAGOIL60611PUBLICGeneral Support$250,000
ROGER BALDWIN FOUNDATION OF ACLU INC
150 N MICHIGAN AVE STE 600CHICAGOIL606017570PUBLICGeneral Support$100,000
ROOSEVELT UNIVERSITY
430 S MICHIGAN AVECHICAGOIL606051315PUBLICJunior College Scholars Foundation$2,000,000
RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN STREETCHICAGOIL606125500PUBLICWest Side Total Health Collaborative Fund$1,000,000
SCHOLARSHIP AMERICA INC
1 SCHOLARSHIP WAYSTPETERMN560821693PUBLICMidwest Scholars Dream Award$2,000,000
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DRCHICAGOIL606052402PUBLICGeneral Support$50,000
ST JAMES CATHEDRAL COUNSELING CENTER
50 E WASHINGTON STREETCHICAGOIL606022152PUBLICGeneral Support$25,000
ST TERESA OF AVILA CHURCH
1950 N KENMORE AVECHICAGOIL60614PUBLICFood Pantry$10,000
STORYCATCHERS THEATRE
544 W OAK STREET SUITE 1005CHICAGOIL60610PUBLICGeneral Support$200,000
SUGAR CREEK PLAYERS INC
122 S WASHINGTON STCRAWFORDSVLLEIN479332442PUBLICGeneral Support$5,000
TABITHA INC
4720 RANDOLPH STLINCOLNNE685103741PUBLICGeneral Support$120,000
TABITHA INC
4720 RANDOLPH STLINCOLNNE685103741PUBLICWORKFORCE DEVELOPMENT PROGRAM$1,500,000
TANAGER PLACE
2309 C ST SWCEDARRAPIDSID524043707PUBLICENDOWMENT AND CAPITAL IMPROVEMENTS$50,000
TEEN LIVING PROGRAMS INC
180 N MICHIGAN AVE STE 1900CHICAGOIL606017477PUBLICTransition to Independence$175,000
THE FOUNDATION FOR PERIPHERAL NEUROPATHY
485 E HALF DAY RD STE 350BUFFALOIL60089PUBLICGeneral Support$5,000
THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
3015 W DIVISION STCHICAGOIL606222739PUBLICGeneral Support$25,000
THE THRESHOLDS
4101 N RAVENSWOOD AVECHICAGOIL60613PUBLICThresholds Justice Diversion Initiative$50,000
THE THRESHOLDS
4101 N RAVENSWOOD AVECHICAGOIL60613PUBLICThresholds Justice Diversion Initiative$50,000
THE THRESHOLDS
4101 N RAVENSWOOD AVECHICAGOIL60613PUBLICThresholds Justice Diversion Initiative$150,000
THE THRESHOLDS
4101 N RAVENSWOOD AVECHICAGOIL60613PUBLICVeterans PROJECT$150,000
THE WETLANDS INITIATIVE
53 W JACKSON BLVD STE 1015CHICAGOIL606043658PUBLICGeneral Support$25,000
THE WETLANDS INITIATIVE
53 W JACKSON BLVD STE 1015CHICAGOIL606043658PUBLICIndian Ridge Marsh Project$25,000
TREES THAT FEED FOUNDATION
1200 HILL RDWINNETKAIL600933717PUBLICGeneral Support$25,000
UNION LEAGUE BOYS & GIRLS CLUBS
65 W JACKSON BLVDCHICAGOIL606043507PUBLICGeneral Support$50,000
UNIVERSITY CLUB FOUNDATION
76 E MONROE STCHICAGOIL606032703PUBLICCOLLEGE SCHOLARSHIP PROGRAM$25,000
UNIVERSITY OF CHICAGO
1170 EAST 58TH STREETCHICAGOIL60637PUBLICTHE SUPPORTIVE RELEASE CENTER$275,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637PUBLICUChicago Consortium on School Research$500,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637PUBLICProstate High Risk Clinic and Research$500,000
UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART
5550 SOUTH GREENWOOD AVENUECHICAGOIL60637PUBLICGeneral Support$25,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL61801PUBLICGOVERNMENT FINANCE RESEARCH CENTER$1,000,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL61801PUBLICThe Circle Scholarship Fund$2,500,000
UNIVERSITY OF ILLINOIS FOUNDATION
1301 W GREEN STURBANAIL61801PUBLICGovernment Finance Research Center Endowment$100,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL61801PUBLICCircle Professorship Fund$252,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL61801PUBLICCircle Professorship Fund$248,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300LINCOLNNE685082866PUBLICVeteran's Project INNOVATION STUDIO$50,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE685082866PUBLICVirtual Reality Expansion Fund$1,000,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE685082866PUBLICExperiential Learning Endowment Fund$2,000,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300LINCOLNNE685082866PUBLICMARY McLaughlin Lecture Series$40,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300LINCOLNNE685082866PUBLICCAROLE Levin History Scholarship$10,000
UNIVERSITY OF WISCONSIN SYSTEM - PARKSIDE
900 WOOD ROAD BOX 2000KENOSHAWI531412000PUBLICSTAGE EQUIPMENT$20,500
URBAN INITIATIVES INC
650 W LAKE ST STE 340CHICAGOIL606611035PUBLICGeneral Support$75,000
URBAN INITIATIVES INC
650 W LAKE ST STE 340CHICAGOIL606611035PUBLICGeneral Support$75,000
WAUKEGAN TO COLLEGE NFP
410 GRAND AVEWAUKEGANIL600854227PUBLICGeneral Support$25,000
WAUKEGAN TO COLLEGE NFP
410 GRAND AVEWAUKEGANIL600854227PUBLICGeneral Support$10,000
WAVELAND-BROWN TOWNSHIP PUBLIC LIBRARY
115 E GREEN STWAVELANDIN47989PUBLICCapital Improvements$45,000
WYOMING HUMANITIES COUNCIL
1315 E LEWIS STLARAMIEWY820723459PUBLICHonoring the Spirit Event$65,000
WYOMING HUMANITIES COUNCIL
1315 E LEWIS STLARAMIEWY820723459PUBLICFort Bridger State Park Event$10,000
WYOMING HUMANITIES COUNCIL
1315 E LEWIS STLARAMIEWY820723459PUBLICBozeman Trail Documentary$6,000
WYOMING HUMANITIES COUNCIL
1315 E LEWIS STLARAMIEWY820723459PUBLICHONORING THE SPIRIT EVENT$65,000
ANTI-DEFAMATION LEAGUE - CHICAGO
120 SOUTH LASALLECHICAGOIL60603PUBLICIMPLICIT BIAS TRAINING$375,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,987,050TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE685013107PUBLICPCCHALLENGE GRANT$2,396,410
FOREFRONT
208 S LA SALLE ST STE 1540CHICAGOIL606041242PUBLICPCDEMOCRACY INITIATIVE$1,000,000
THE POSSE FOUNDATION INC
330 SOUTH WELLS SUITE 610CHICAGOIL606067103PUBLICPCGENERAL SUPPORT$500,000
TEEN LIVING PROGRAM
180 N MICHIGAN AVE STE 1900CHICAGOIL606017477PUBLICPCTRANSITION TO INDEPENDENCE$200,000
SCHOOL OF ART INSITITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603PUBLICPCGENERAL SUPPORT$400,000
UNIVERSITY OF CHICAGO MEDICINE
5801 S ELLIS AVECHICAGOIL60637PUBLICPCPROSTATE CANCER HIGH RISK CLINIC AND RESEARCH$1,500,000
NE FOUNDATION FOR UNIVERSITY OF NE MED CENTER
1010 LINCOLN MALL STE 300LINCOLNNE685082886PUBLICPCIEXCEL PROGRAM$1,000,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PL MSC 512MEMPHISTN381053678PUBLICPCPHD PROGRAM GRADUATE SCHOOL OF BIOMEDIAL SCIENCES$4,000,000
ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 East Chicago Avenue Box 4CHICHGOIL606140614PUBLICPCHEALTHY COMMUNITIES FUND$4,000,000
NE FOUNDATION FOR UNIVERSITY OF NE MED CENTER
1010 LINCOLN MALL STE 300LINCOLNNE685082886PUBLICPCINNOVATION, OUTREACH AND RESEARCH FOR EXPERIMENTAL LEARNING ENDEAVORS$3,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$17,996,410TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,917,485ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,606,777ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,524,262ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,524,262TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (12 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ROBERT W FULK IRREVOCABLE TRUST
1150 S WACKER DRIVE STE 2400CHICAGOIL60606$266,938Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
2150 S WACKER DRIVE STE 2400CHICAGOIL60606$858,600Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
3150 S WACKER DRIVE STE 2400CHICAGOIL60606$896,711Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
4150 S WACKER DRIVE STE 2400CHICAGOIL60606$25,827,311Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
5150 S WACKER DRIVE STE 2400CHICAGOIL60606$100,000Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
6150 S WACKER DRIVE STE 2400CHICAGOIL60606$38,492Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
7150 S WACKER DRIVE STE 2400CHICAGOIL60606$8,894,747Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
8150 S WACKER DRIVE STE 2400CHICAGOIL60606$1,205,476Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
9150 S WACKER DRIVE STE 2400CHICAGOIL60606$26,309Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
10150 S WACKER DRIVE STE 2400CHICAGOIL60606$12,816,280Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
11150 S WACKER DRIVE STE 2400CHICAGOIL60606$9,900,000Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
12150 S WACKER DRIVE STE 2400CHICAGOIL60606$984,649Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16,250 SHRS UNITED FIRE GROUP$266,9382017-08-25
245,000 SHRS WESTERN UNION$858,6002017-08-25
3MUNICIPAL BONDS$896,7112018-02-14
426,000,000 SHRS IN US TREASURY BONDS$25,827,3112017-10-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$88,000Amt
Net Investment Income$44,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$44,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOPIERPropertyDesc
Acquired2017-02-21AcquiredDt
Cost Or Other Basis$3,094CostOrOtherBasisAmt
Prior Year Depreciation$258PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life5LifeRt
Current Year Expense$619CurrentYearExpenseAmt
Net Investment Income$619NetInvestmentIncomeAmt
Adjusted Net Income$619AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAX EXEMPT BONDSBondNm
EOY Book Value$731,268EOYBookValueAmt
EOYFMV$767,865EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY$30,329,260$46,977,713
AMERICAN TOWER CORP$6,200$1,185,920
AD MAKEPEACE CO.$6,750$4,700
DYAX CORP RIGHTS$69,750$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$307,724,427USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$303,251,948USGovtObligationsEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemCOPIERCategoryOrItemTxt
Cost Or Other Basis$3,094CostOrOtherBasisAmt
Accumulated Depreciation$877AccumulatedDepreciationAmt
Book Value$2,217BookValueAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
TWEEDY BROWNE GLOBAL VALUE MUT$608,965$899,566
FIRST EAGLE SOGEN FDS INC$1,423,181$1,962,433
DODGE & COX INTERNATIONAL FUND$243,193$341,259
CLIPPER FUND$14,950$31,332

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$80,627LegalFeesAmt
Net Investment Income$16,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$64,502DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADM HOLDINGS LLC$6,906$6,391$4,700
AURORA GLOBAL OPPORTUNITIES$47,001$24,775$15,363

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP LOSS$495$495$0
SUBSCRIPTIONS$4,408$882$3,526
OFFICE EXPENSE$4,605$921$3,684
COMPUTER EXPENSE$13,003$2,601$10,402
INSURANCE$5,069$1,014$4,055
FOUNDATION SOURCE EXPENSE$125,000$25,000$100,000
INVESTMENT FEES$263,861$263,861$0
POSTAGE$611$122$489
REPAIRS & MAINTENANCE$2,378$476$1,902

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF CHARITABLE GRANTDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NET UNREALIZED GAIN ON$8,304,362
CONTRIBUTIONS AND GRANTS$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,965Amt
Net Investment Income$793NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,172DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$539,347$0$0
FOREIGN TAXES$5,529$5,529$0
PAYROLL TAXES$46,767$9,353$37,414