FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: FULK FAMILY FOUNDATION INC (EIN 47-0732237)
Tax period: 2016-08-01 to 2017-07-31
Filed: 2017-12-15
IRS object ID: 201743499349100204
Schema version: 2016v3.1
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
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Land Schedule2
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-12-15T12:46:44-06:00	ReturnTs
Tax Period End	2017-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1248 O STREET STE 1040	AddressLine1Txt
City	LINCOLN	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	685081461	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	470732237	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FULK FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MARCIA COFFMAN	InCareOfNm
Business Name Control	FULK	BusinessNameControlTxt
Phone	3122362208	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	150 S Wacker Dr Ste 2400	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARCIA COFFMAN	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	3122362208	PhoneNum
Signature	2017-12-15	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JASON W BOMBECK	PreparerPersonNm
PTIN	P00393463	PTIN
Phone	4024737600	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.126.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	47008420173495000007	FederalOriginalSubmissionId
Federal Original Submission Id	2017-12-15	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	C6482EBB770AB4198E8B2BB08A5719A52A4B6863	AtSubmissionCreationDeviceId
At Submission Filing Device Id	F44951193556BE4062C14245A0E72B18ABBECF66	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-03-14 21:41:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$342,853,441	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	$308,059,544	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$299,351	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$296,892	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,459	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,115,076	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$124,660,601	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$28,115,076	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$370,000	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$336,843,971	TotalRevAndExpnssAmt
Total Net Invst Incm	$28,411,968	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,459	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$750,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$150,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$600,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$110,627	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$22,125	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$88,502	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$60,320	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$30,160	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$30,160	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,985	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$397	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,588	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$354,982	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$10,982	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$258	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$258	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$54,000	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$10,800	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$43,200	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$29,282	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$5,856	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$23,426	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$521,183	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$327,500	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$193,683	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,882,637	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$558,078	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$980,559	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$19,776,603	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$19,776,603	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$21,659,240	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$558,078	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$20,757,162	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$315,184,731	ExcessRevenueOverExpensesAmt
Net Investment Income	$27,853,890	NetInvestmentIncomeAmt
Adjusted Net Income	$2,459	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$4,953,857	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$9,998,027	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$9,998,027	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$9,972,682	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$142,870,854	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$142,885,998	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,005,312	CorporateStockBOYAmt
Corporate Stock EOY	$137,508,319	CorporateStockEOYAmt
Corporate Stock EOYFMV	$186,791,551	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$3,094	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$258	InvstLandAccumDepreciationAmt
Land Bldg Investments EOY	$2,836	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$2,836	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$3,560,900	OtherInvestmentsBOYAmt
Other Investments EOY	$2,199,795	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,148,809	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$15,568,188	OtherAssetsBOYAmt
Other Assets EOY	$53,907	OtherAssetsEOYAmt
Other Assets EOYFMV	$26,220	OtherAssetsEOYFMVAmt
Total Assets BOY	$35,060,939	TotalAssetsBOYAmt
Total Assets EOY	$292,633,738	TotalAssetsEOYAmt
Total Assets EOYFMV	$342,853,441	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$35,060,939	RetainedEarningBOYAmt
Retained Earning EOY	$292,633,738	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$35,060,939	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$292,633,738	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$35,060,939	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$292,633,738	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$35,060,939	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$315,184,731	ExcessRevenueOverExpensesAmt
Subtotal	$350,245,670	SubtotalAmt
Other Decreases	$57,611,932	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$292,633,738	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	SoldSoldDt	How AcquiredHowAcquiredCd
48,500 SHRS 1/100 BERKSHIRE HTWY	$121,598,824	$94,365,480	$27,233,344	$27,233,344
29,000 SHRS ARALEZ PHARMA INC	$145,699	$110,116	$35,583	$35,583
455 SHRS ENERGY FOCUS	$2,058	$3,504	-$1,446	-$1,446	2005-06-14	2016-08-17
34,576.189 SHRS FRANKLIN MUTUAL GLOBAL	$1,067,713	$749,555	$318,158	$318,158		2016-08-22
11,999 SHRS HANOVER FOODS	$1,024,327	$877,947	$146,380	$146,380
21,184.298 SHRS OAKMARK INLT SMALL CAP	$313,951	$307,914	$6,037	$6,037		2016-08-22
2,290.097 SHRS THIRD AVE VALUE FD	$118,467	$38,243	$80,224	$80,224		2016-08-22
892 SHRS FRANKLIN MUTUAL EUROPEAN	$16,573	$16,769	-$196	-$196	2016-04-18	2016-08-22
4,068.173 SHRS FRANKLIN MUTUAL GLOBAL	$125,625	$117,982	$7,643	$7,643		2016-08-22
1,632 SHRS OAKMARK INTL FD	$34,745	$34,859	-$114	-$114	2016-04-18	2016-08-22
12,323.543 SHRS OAKMARK INTL SMALL CAP	$182,635	$179,098	$3,537	$3,537		2016-08-22
579.631 SHRS THIRD AVE VALUE FD	$29,984	$15,584	$14,400	$14,400		2016-08-22
S/T GAIN - PARTNERSHIPS			$161,033
L/T LOSS - PARTNERSHIPS			-$288,297
LIQUIDATION OF OVERLOOK PARTNERS FUND LP			$580,781				D
CAPITAL GAIN DISTRIBUTION			$54,754
LIQUIDATION BENNETT RESTRUCTURING FUND LP			$376,426			2016-12-31	D
LIQUIDATION FIVE CORNERS PARTNERS LP			-$613,171			2016-12-31	D

Field	Value	IRS element (for citing)
Capital Gain Net Income	$28,115,076	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$3,836,551	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$40,458,721	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.094826	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,352,289	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$30,031,183	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.045029	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,289,206	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$27,507,308	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.046868	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$913,185	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$23,580,850	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.038726	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,020,047	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$19,824,414	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.051454	DistributionYr5Rt
Total Distribution	0.276903	TotalDistributionRt
Average Distribution	0.055381	AverageDistributionRt
Net Vl Noncharitable Assets	$118,097,557	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$6,540,361	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$278,539	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$6,818,900	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$20,757,162	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$278,539	InvestmentIncomeExciseTaxAmt
Subtotal	$278,539	SubtotalAmt
Tax Based On Investment Income	$278,539	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$303,103	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$303,103	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$24,564	OverpaymentAmt
Applied To ES Tax	$24,564	AppliedToESTaxAmt

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	IL	OrgReportOrRegisterStateCd
Org Report Or Register State	NE	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	Yes (true)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MARCIA COFFMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3122362208	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	STE 2400 150 S WACKER DRIVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
ALICE BRUNNER
150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	VICE PRESIDENT	6.0	$150,000	$0	$0
MARCIA COFFMAN
150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	TREASURER	16.0	$150,000	$0	$0
N JANE MORRISON
150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	PRESIDENT	24.0	$150,000	$0	$0
LINDA KRONING
150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	SECRETARY	15.0	$150,000	$0	$0
RUSSELL BARTMES
150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	VICE PRESIDENT	12.0	$150,000	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
MARCIA COFFMAN
150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	ADMIN SERVICES	$149,276
HAMILTON THIES & LORCH LLP
200 S WACKER DRIVE STE 3800	CHICAGO	IL	60606	LEGAL SERVICES	$110,627
BKD LLP
1248 O STREET STE 1040	LINCOLN	NE	68508	ACCOUNTING SERVICES	$60,320
CHARLES SCHWAB & CO INC
211 MAIN STREET	SAN FRANCISCO	CA	94105	INVESTMENT MGMT	$130,329
FOUNDATION SOURCE
55 WALLS DR 302	FAIRFIELD	CT	06824	ADMIN SUPPORT	$50,611

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NO DIRECT CHARITABLE ACTIVITIES	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NO PROGRAM RELATED INVESTMENTS	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$108,250,600	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,720,070	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,925,327	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$119,895,997	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$119,895,997	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,798,440	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$118,097,557	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,904,878	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,904,878	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$278,539	TaxBasedOnInvestmentIncomeAmt
Total Tax	$278,539	TotalTaxAmt
Distributable Before Adj	$5,626,339	DistributableBeforeAdjAmt
Distributable Before Ded	$5,626,339	DistributableBeforeDedAmt
Distributable As Adjusted	$5,626,339	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$20,757,162	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$20,757,162	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$278,539	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$20,478,623	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,626,339	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2014	PriorYear1Yr
Prior Year2	2013	PriorYear2Yr
Prior Year3	2012	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$770,843	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$770,843	TotalExcessDistributionCyovAmt
Qualifying Distributions	$20,757,162	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$5,626,339	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$15,130,823	RemainingDistriFromCorpusAmt
Total Corpus	$15,901,666	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$15,901,666	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$770,843	ExcessFromYear1Amt
Excess From Current Year	$15,130,823	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	FULK FARMS INC	ContributingManagerNm
Contributing Manager	ROBERT W FULK IRREVOCABLE TRUST	ContributingManagerNm
Contributing Manager	ROBERT W FULK	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A Red Orchid Theatre
1531 North Wells	Chicago	IL	606107752	PUBLIC	PC	General Support	$25,000
Adler Planetarium
1300 S Lake Shore Dr	Chicago	IL	606052403	PUBLIC	PC	Scopes in the City	$998,612
American Civil Liberties Union Foundation Inc
125 Broad Street 18th Floor	New York	NY	100040004	PUBLIC	PC	General Support	$50,000
American Diabetes Association
2815 Eastlake Ave East 240	Seattle	WA	981028102	PUBLIC	PC	Camp Plant D	$50,000
American Diabetes Association Inc
PO Box 1834	Merrifield	VA	221162116	PUBLIC	PC	Tour de Cure	$5,000
American Friends Service Committee
1501 CHERRY ST	Philadelphia	PA	191021403	PUBLIC	PC	General Support	$150,000
American National Red Cross
2200 WEST HARRISON STREET	Chicago	IL	60612	PUBLIC	PC	General Support	$25,000
American Players Theatre Of Wisconsin Inc
5950 Golf Course Rd	Spring Green	WI	535888036	PUBLIC	PC	Education Outreach	$15,000
Ann & Robert H Lurie Childrens Hospital Of Chicago
225 East Chicago Avenue Box 4	Chicago	IL	606140614	PUBLIC	PC	Violent Death Rpt	$113,400
Anti-Defamation League - Chicago
120 South Lasalle	Chicago	IL	606030603	PUBLIC	PC	General Support	$40,000
Art Institute Of Chicago
111 S Michigan Ave	Chicago	IL	606030603	PUBLIC	PC	CAAPS Program	$25,000
Art Institute Of Chicago
111 S Michigan Ave	Chicago	IL	606030603	PUBLIC	PC	Gene Siskel Film Ctr	$5,000
Association House Of Chicago
1116 N Kedzie Ave	Chicago	IL	606514152	PUBLIC	PC	General Support	$50,000
Association Of Small Foundations Dba Exponent Phil
1720 N Street Nw	Washington	DC	200360036	PUBLIC	PC	General Operations	$5,000
Boys & Girls Clubs Of Northwest Indiana Inc
8392 Mississippi Street 2nd Floor	Merriville	IN	464106316	PUBLIC	PC	Passport to Manhood & Smart Girl	$10,000
Boys & Girls Clubs Of Northwest Indiana Inc
8392 Mississippi Street 2nd Floor	Merriville	IN	464106316	PUBLIC	PC	General Support	$15,000
Chesapeake Bay Foundation Inc
6 Herndon Ave	Annapolis	MD	214034503	PUBLIC	PC	General Support	$100,000
Chicago Farmers Scholarship Fund Inc
332 S Michigan Ave Ste 1032 C-110	Chicago	IL	606044366	PUBLIC	PC	Scholarships	$5,000
Chicago Horticultural Society
1000 Lake Cook Rd	Glencoe	IL	600221168	PUBLIC	PC	Plants of Concern	$25,000
Chicago Humanities Festival
500 N Dearborn St Ste 825	Chicago	IL	606547659	PUBLIC	PC	General Support	$10,000
Chicago Opera Theater
70 E Lake St Ste 415	Chicago	IL	606017646	PUBLIC	PC	Opera for All	$120,000
Chicago Scholars Foundation
247 S State St Ste 700	Chicago	IL	606040604	PUBLIC	PC	General Support	$250,000
Chicago Symphony Orchestra
220 South Michigan Ave	Chicago	IL	606042596	PUBLIC	PC	Negaunee Music Institute	$100,000
Chicago Symphony Orchestra
220 South Michigan Ave	Chicago	IL	606042596	PUBLIC	PC	General Support	$25,000
Connections For Abused Women And Their Children
1116 N Kedzie 5th Flr	Chicago	IL	606514152	PUBLIC	PC	General Support	$25,000
Cornell University
130 East Seneca St Ste 400	Ithaca	NY	148504850	PUBLIC	PC	Scholarship	$25,000
Cornell University
260 Day Hall	Ithaca	NY	148534853	PUBLIC	PC	Support Research	$60,000
Digestive Health Foundation
251 E Huron St Suite 3-200	Chicago	IL	606112908	PUBLIC	PC	General Support	$50,000
Equal Justice Initiative
122 Commerce St	Montgomery	AL	361042538	PUBLIC	PC	General Support	$25,000
Erikson Institute
451 N La Salle Dr	Chicago	IL	606544510	PUBLIC	PC	Research/Scholarship	$50,000
Family Focus Inc
310 S Peoria St Ste 301	Chicago	IL	606070607	PUBLIC	PC	General Support	$25,000
Foundation For Lincoln Public Schools
PO Box 82889	Lincoln	NE	685012889	PUBLIC	PC	Sheridan Elem School	$27,000
Friends Of The Parks
17 N State St Ste 1450	Chicago	IL	606024072	PUBLIC	PC	General Support	$10,000
Gilder Lehrman Institute Of American History
49 West 45th Street Sixth Floor	New York	NY	100364603	PUBLIC	PC	Hamilton Ed Program	$100,000
Girl Scouts Of Greater Chicago & Northwest Indiana
20 S Clark 2nd Floor	Chicago	IL	606031839	PUBLIC	PC	General Support	$25,000
Grant Park Orchestral Association
205 E Randolph St 4th Floor	Chicago	IL	606016530	PUBLIC	PC	General Support	$100,000
Greater Chicago Food Depository
4100 W Ann Lurie Place	Chicago	IL	606323920	PUBLIC	PC	General Support	$250,000
Growing Home Inc
2732 N Clark	Chicago	IL	606146073	PUBLIC	PC	General Support	$10,000
Heartland Alliance For Human Needs & Human Rights
208 S Lasalle St Ste 1300	Chicago	IL	606040604	PUBLIC	PC	Natl Immig Justice Ctr	$50,000
Inspiration Corporation
4554 N Broadway St Ste 207	Chicago	IL	606405671	PUBLIC	PC	General Support	$25,000
Johns Hopkins University
1101 E 33rd St Ste C020	Baltimore	MD	212183637	PUBLIC	PC	Multiple Sclerosis	$20,000
Kentucky Natural Lands Trust Inc
433 Chestnut St	Berea	KY	404031510	PUBLIC	PC	Pine Mt Land Acq	$100,000
Lambs Farm Inc
14245 W Rockland Rd	Libertyville	IL	600489713	PUBLIC	PC	General Support	$25,000
Lincoln Childrens Zoo
1222 S 27th St	Lincoln	NE	685021832	PUBLIC	PC	Love Your Zoo Capital	$29,500
Lincoln Community Playhouse Inc
2500 S 56th St	Lincoln	NE	685063503	PUBLIC	PC	General Support	$28,000
Lincoln Park Conservancy
2000 N Racine Ave Suite 4800	Chicago	IL	606144045	PUBLIC	PC	N. Pond Nature Sanct	$100,000
Lincoln Park Village Inc
2502 N Clark St	Chicago	IL	606141850	PUBLIC	PC	Healthcare Advocacy	$25,000
Lincoln Park Zoological Society
2001 N Clark St	Chicago	IL	606144712	PUBLIC	PC	General Support	$25,000
Lyric Opera Of Chicago
20 N Wacker Dr Ste 860	Chicago	IL	606062899	PUBLIC	PC	Stars of Lyric Opera	$25,000
Lyric Opera Of Chicago
20 N Wacker Dr Ste 860	Chicago	IL	606062899	PUBLIC	PC	General Support	$100,000
Matt Talbot Kitchen & Outreach Inc
PO Box 80935	Lincoln	NE	685010935	PUBLIC	PC	General Support	$20,000
Mayo Clinic
200 First St Sw	Rochester	MN	559050001	PUBLIC	PC	Ind Med Microbiome Prgm	$2,041,524
Mayo Clinic
200 First St Sw	Rochester	MN	559050001	PUBLIC	PC	Nephrology Collaborative	$48,000
Medical Foundation of North Carolina Inc
880 MARTIN LUTHER KING JR BLVD	Chapel Hill	NC	275142600	PUBLIC	PC	Dr Steiner Endowment	$100,000
Merit School Of Music
38 South Peoria Street	Chicago	IL	606072628	PUBLIC	PC	General Support	$50,000
Midnight Circus In The Parks
One South Dearborn	Chicago	IL	606032302	PUBLIC	PC	General Support	$20,000
National Arbor Day Foundation
211 n 12th st	Lincoln	NE	68508	PUBLIC	PC	Education NE farms	$6,000,000
Nebraska Art Association
Sheldon Art Gallery 12th R St	Lincoln	NE	685088508	PUBLIC	PC	Purchase of painting	$102,000
Nebraska Community Foundation
PO Box 83107	Lincoln	NE	685013107	PUBLIC	PC	General Support	$100,000
Nebraska Community Foundation
PO Box 83107	Lincoln	NE	685013107	PUBLIC	PC	Oral Health/Youth Prog	$150,000
Nebraska Humanities Council
215 Centennial Mall S Ste 330	Lincoln	NE	685081836	PUBLIC	PC	Prime Time Family Reading	$25,000
Newberry Consort Nfp
6530 N Greenview Ave	Chicago	IL	606265008	PUBLIC	PC	General Support	$5,000
Newberry Consort Nfp
6530 N Greenview Ave	Chicago	IL	606265008	PUBLIC	PC	General Support	$10,000
Night Ministry
4711 N Ravenswood Ave	Chicago	IL	606404407	PUBLIC	PC	General Support	$800,000
One Million Degrees
226 W Jackson Blvd Suite 528	Chicago	IL	606066959	PUBLIC	PC	General Support	$50,000
Planned Parenthood Of Illinois
18 S Michigan Ave 6th Flr	Chicago	IL	606033200	PUBLIC	PC	General Support	$100,000
Planned Parenthood Of Illinois
18 S Michigan Ave 6th Flr	Chicago	IL	606033200	PUBLIC	PC	Teen Birth Control Prog	$100,000
Planned Parenthood Of Illinois
18 S Michigan Ave 6th Flr	Chicago	IL	606033200	PUBLIC	PC	General Support	$125,000
Planned Parenthood Of Indiana And Kentucky Inc
200 S Meridian St Ste 400	Indianapolis	IN	462251076	PUBLIC	PC	General Support	$50,000
Planned Parenthood Of The Heartland Inc
PO Box 4557	Des Moines	IA	503050305	PUBLIC	PC	General Oper- IA & NE	$100,000
Planned Parenthood Of The Heartland Inc
PO Box 4557	Des Moines	IA	503050305	PUBLIC	PC	General Support	$50,000
Posse Foundation - Chicago Il Branch Office
330 South Wells Suite 610	Chicago	IL	606067103	PUBLIC	PC	General Support	$250,000
Recipe For Change
1266 N Milwaukee Ave	Chicago	IL	606229319	PUBLIC	PC	General Support	$5,000
Rehabilitation Institute Of Chicago
355 E Erie St Ste 10-2145	Chicago	IL	606110611	PUBLIC	PC	General Support	$250,000
Renaissance Society At The University Of Chicago
5811 S Ellis Ave	Chicago	IL	606371404	PUBLIC	PC	General Support	$25,000
Roger Baldwin Foundation Of Aclu Inc
150 N Michigan Ave Ste 600	Chicago	IL	606017570	PUBLIC	PC	General Support	$100,000
Shakespeare Behind Bars Inc
PO Box 83	Macatawa	MI	494340083	PUBLIC	PC	General Support	$5,000
Shedd Aquarium Society
1200 S Lake Shore Dr	Chicago	IL	606052402	PUBLIC	PC	General Support	$50,000
Southern Poverty Law Center Inc
400 Washington Avenue	Montgomery	AL	361046104	PUBLIC	PC	General Support	$50,000
St James Cathedral Counseling Center
50 E Washington Street	Chicago	IL	606022152	PUBLIC	PC	General Support	$25,000
St Jude Childrens Research Hospital Inc
262 Danny Thomas Pl Msc 512	Memphis	TN	381053678	PUBLIC	PC	Biomedical Library	$50,000
St Sabina Church
1210 W 78th Pl	Chicago	IL	606203701	PUBLIC	PC	Food Pantry/STRONG FUTURES PROGRAM	$25,000
St Teresa Of Avila Church
1950 N Kenmore Ave	Chicago	IL	606140614	PUBLIC	PC	Food Pantry	$5,000
Tabitha Inc
4720 Randolph St	Lincoln	NE	685103741	PUBLIC	PC	General Support	$120,000
The Foundation For Peripheral Neuropathy
485 E Half Day Rd Ste 350	Buffalo Grove	IL	600890089	PUBLIC	PC	General Support	$5,000
The Thresholds
4101 N Ravenswood Ave	Chicago	IL	606130613	PUBLIC	PC	The Veteran's Project	$150,000
The Wetlands Initiative
53 W Jackson Blvd Ste 1015	Chicago	IL	606043658	PUBLIC	PC	General Support	$25,000
Trees Forever Inc
770 7th Avenue	Marion	IA	523025773	PUBLIC	PC	Ill Comm Tree Initiative	$75,000
University Club Foundation
76 E Monroe St	Chicago	IL	606032703	PUBLIC	PC	Scholarships	$25,000
University Of Chicago
5801 S Ellis Ave	Chicago	IL	606370637	PUBLIC	PC	Magnetic Imag Biopsy Trial	$50,000
University Of Chicago
5801 S Ellis Ave	Chicago	IL	606370637	PUBLIC	PC	Clinical researcher expenses	$507,650
University Of Chicago
5550 South Greenwood Avenue	Chicago	IL	606370637	PUBLIC	PC	Multiple myeloma research	$2,030,600
University Of Chicago
5550 South Greenwood Avenue	Chicago	IL	606370637	PUBLIC	PC	General Support	$20,000
University Of Illinois Foundation
1305 West Green Street Mc-386	Urbana	IL	618011801	PUBLIC	PC	Research Travel Awards	$50,000
University Of Nebraska Foundation
1010 Lincoln Mall Ste 300	Lincoln	NE	685082886	PUBLIC	PC	Chair of Accountancy	$1,004,165
University Of Nebraska Foundation
1010 Lincoln Mall Ste 300	Lincoln	NE	685082886	PUBLIC	PC	Faculty/Stud Dev Fund	$1,003,764
University Of Wisconsin System - Parkside
900 Wood Road Box 2000	Kenosha	WI	531412000	PUBLIC	PC	Shakespeare Prison	$15,000
Waukegan To College Nfp
410 Grand Ave	Waukegan	IL	600854227	PUBLIC	PC	General Suppport	$25,000
Window To The World Communications Inc
5400 N St Louis Ave	Chicago	IL	606254623	PUBLIC	PC	WFMT Gen Operations	$25,000
Wyoming Humanities Council
1315 E Lewis St	Laramie	WY	820723459	PUBLIC	PC	Think WY Treaties Matter	$146,000
Wyoming Humanities Council
1315 E Lewis St	Laramie	WY	820723459	PUBLIC	PC	Home from Sch Film Prog	$60,000
ALDER PANETARIUM
1300 S LAKE SHORE DR	CHICAGO	IL	606052403	PUBLIC	PC	SCOPES IN THE CITY	$1,388

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$19,776,603	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CHICAGO SCHOLARS FOUNDATION
247 S STATE ST STE 700	CHICAGO	IL	606040604	PUBLIC	PC	COLLEGE MENTORING	$250,000
Ann & Robert Lurie CHILDREN'S HOSPITAL OF CHICAGO
225 East Chicago Avenue Box 4	Chicago	IL	606140614	PUBLIC	PC	Bldg HEALTHIER COMM PROJ	$12,000,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVE	CHICAGO	IL	606404407	PUBLIC	PC	MOVE LOCATIONS	$300,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVE	CHICAGO	IL	606404407	PUBLIC	PC	UNRESTRICTED ENDOWMENT	$500,000
SCHOLARSHIP AMERICA INC
PO BOX 215	GLYNDON	MN	565470215	PUBLIC	PC	SCHOLARS DREAM AWARD	$2,000,000
MAYO CLINIC
200 FIRST ST SW	ROCHESTER	MN	559050001	PUBLIC	PC	ENDOWED PROFESSORSHIP	$2,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$17,050,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$299,351	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$28,115,076	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	RETURN OF GRANT FUNDS	Desc
Exclusion	01	ExclusionCd
Exclusion	$370,000	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$28,784,427	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$28,784,427	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
ROBERT W FULK IRREVOCABLE TRUST
1	150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	$1,244	Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
2	150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	$5,000,000	Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
3	150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	$6,000,000		Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
4	150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	$123,350,000		Yes (X)
ROBERT W FULK IRREVOCABLE TRUST
5	150 S WACKER DRIVE STE 2400	CHICAGO	IL	60606	$173,708,300		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
3	2 PARCELS OF FARMLAND	$6,000,000	2017-06-21
5	50,000 SHRS 1/100 BERKSHIRE HTWY	$123,350,000	2017-04-17
6	69,500 SHRS 1/100 BERKSHIRE HTWY	$173,708,300	2017-05-04

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$60,320	Amt
Net Investment Income	$30,160	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$30,160	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	COPIER	PropertyDesc
Acquired	2017-02-21	AcquiredDt
Cost Or Other Basis	$3,094	CostOrOtherBasisAmt
Computation Method	SL	ComputationMethodTxt
Life	5	LifeRt
Current Year Expense	$258	CurrentYearExpenseAmt
Net Investment Income	$258	NetInvestmentIncomeAmt
Adjusted Net Income	$258	AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY	$137,495,369	$185,695,810
HANOVER FOODS CORP	$0	$0
AMERICAN TOWER CORP	$6,200	$1,090,640
POZEN INC	$0	$0
AD MAKEPEACE CO.	$6,750	$5,101
ENERGY FOCUS	$0	$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$142,870,854	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$142,885,998	USGovtObligationsEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Field	Value	IRS element (for citing)
Category Or Item	COPIER	CategoryOrItemTxt
Cost Or Other Basis	$3,094	CostOrOtherBasisAmt
Accumulated Depreciation	$258	AccumulatedDepreciationAmt
Book Value	$2,836	BookValueAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
THIRD AVENUE MUTUAL FUND	$0	$0
MUTUAL DISCOVERY FUND	$0	$0
TWEEDY BROWNE GLOBAL VALUE MUT	$596,429	$848,205
FIRST EAGLE SOGEN FDS INC	$1,354,124	$1,935,106
OAKMARK INTL FD CLASS I	$0	$0
OAKMARK INT'L SMALL CAP FUND	$0	$0
DODGE & COX INTERNATIONAL FUND	$236,569	$338,151
CLIPPER FUND	$12,673	$27,347
FRANKLIN MUTUAL EUROPEAN FUND	$0	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$110,627	LegalFeesAmt
Net Investment Income	$22,125	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$88,502	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BENNETT RESTRUC FUND L.P.	$6,577,844	$0	$0
OVERLOOK INVESTMENTS LIMITED	$2,655,941	$0	$0
FIVE CORNERS PARTNERS L.P.	$5,022,406	$0	$0
ADM HOLDINGS LLC	$6,760	$6,906	$5,101
AURORA GLOBAL OPPORTUNITIES	$1,305,237	$47,001	$21,119

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
NET UNREALIZED GAIN ON CONTRIBUTION AND	$57,611,932
TRANSFER OF SECURITIES	$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP LOSS	$148,730	$148,730
SUBSCRIPTIONS	$6,360	$1,272	$5,088
OFFICE EXPENSE	$19,194	$3,839	$15,355
ADMINISTRATIVE EXPENSES	$695	$139	$556
COMPUTER EXPENSE	$8,550	$1,710	$6,840
INSURANCE	$7,418	$1,484	$5,934
FOUNDATION SOURCE EXPENSE	$50,611	$10,122	$40,489
ADMINISTRATIVE SERVICES	$149,276	$29,855	$119,421
FILING FEES	$20	$20
INVESTMENT FEES	$130,329	$130,329

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	RETURN OF CHARITABLE GRANT	Desc
Revenue And Expenses Per Books	$370,000	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$1,985	Amt
Net Investment Income	$397	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,588	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX	$344,000
FOREIGN TAXES	$10,982	$10,982