HULL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HULL FAMILY FOUNDATION (EIN 26-0170419)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349106541
- Schema version
- 2024v5.2
- 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
- Dissolution Stmt
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:49:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364199464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & CHEZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 WEST JACKSON BLVD SUITE 1350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260170419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HULL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HULL | BusinessNameControlTxt |
| Phone | 3123563130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 1350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSON B HULL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3123563130 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD B CHEZ | PreparerPersonNm |
| PTIN | P00452243 | PTIN |
| Phone | 3123321912 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,477,593 | 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 | $49,396 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,396 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,369 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $242,369 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,344 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,344 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $416,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,878 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,878 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $676,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $624,505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $721,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $624,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,065,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,065,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,787,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $624,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,162,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,370,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,121,193 | CashBOYAmt |
| Cash EOY | $823,853 | CashEOYAmt |
| Cash EOYFMV | $823,853 | CashEOYFMVAmt |
| Acct Rcvbl | $283,405 | AcctRcvblAmt |
| Acct Rcvbl BOY | $190,052 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $283,405 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $283,406 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $7,353,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $403,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $370,334 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,665,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,510,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,477,593 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,137 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,137 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,665,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,480,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,665,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,480,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,665,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,510,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,665,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,370,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,201,128 | OtherIncreasesAmt |
| Subtotal | $1,495,844 | SubtotalAmt |
| Other Decreases | $14,986 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,480,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| GENERATION IM CLIMATE - CAP DIST IN EXCESS OF BASIS | P | $272,135 | $272,135 |
| K-1 CONSERVATION FORESTRY CAPITAL III LP | P | $2,431 | $2,431 |
| K-1 MICROVEST SHORT DURATION FUND LP | P | -$16,149 | -$16,149 |
| K-1 SARONA FRONTIER MARKETS INTERNATIONAL FUND 2 | P | -$36,008 | -$36,008 |
| LIBERATION CAPITAL RENEWABLE | P | $19,960 | $19,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,449 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,449 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,449 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $7,449 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCHULTZ AND CHEZ LLP | IndividualWithBooksNm |
| Phone | 3123321912 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 1350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD CHEZ | ||||||||
| 141 W JACKSON BLVD SUITE 1350 | CHICAGO | IL | 60604 | TREASURER | 1.00 | $0 | $0 | $0 |
| BLAIR HULL | ||||||||
| 141 W JACKSON BLVD SUITE 1350 | CHICAGO | IL | 60604 | DIR, MEMBER, PRES, SEC | 1.00 | $0 | $0 | $0 |
| COURTNEY HULL | ||||||||
| 141 W JACKSON BLVD SUITE 1350 | CHICAGO | IL | 60604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF HULL | ||||||||
| 141 W JACKSON BLVD SUITE 1350 | CHICAGO | IL | 60604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGAN HULL | ||||||||
| 141 W JACKSON BLVD SUITE 1350 | CHICAGO | IL | 60604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE 3RD FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE | ServiceTypeTxt |
| Compensation | $52,425 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,636,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $623,602 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,260,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,260,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,166,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $308,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $308,309 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $308,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,309 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,162,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,162,567 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $892,630 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,162,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $892,630 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,961,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,961,628 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,961,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,961,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BLAIR HULL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HULL FAMILY FUND DONOR ADVISED FUND | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $6,562,564 |
| HULL FAMILY FUND DONOR ADVISED FUND (SEE LIST OF STOCKS BELOW WITH AMTS) | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | FOR PUBLICLY-TRADED SECURITIES, WE REPORTED THE FMV AS THE AVERAGE OF THE HIGH AND LOW PRICES ON THE DATE ASSET WAS RECEIVED. | $1 |
| 1428833504 MICRO VEST SDF - TRA A ON 4124 WITH BV OF 2353207 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $2,114,673 |
| XXX-XX-XXXX C LOOP V II INTEREST ON 33124 WITH BV OF 23082046 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $202,980 |
| XXX-XX-XXXX CONSERVATION FOREST III ON 33124 BV 26120134 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $407,611 |
| XXX-XX-XXXX ELEVAR EQUITY III ON 3124 BV 20790500 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $903,651 |
| XXX-XX-XXXX SARONA FRNTR MRKTS 2 ON 4124 BV 25371428 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $341,451 |
| 11881664 GENERATION IM GLOBAL EQ ON 7124 BV XXX-XX-XXXX | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $9,721,221 |
| XXX-XX-XXXX EVRNU SER A-2 PREF ON 2924 BV 18345780 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $179,783 |
| 91000000 EVRNU SERIES B PREFERRED ON 2924 BV 7893120 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $121,940 |
| XXX-XX-XXXX SJF VENTURES III LP ON 1124 BV 17836306 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $344,301 |
| XXX-XX-XXXX LEAPFROG FINANCIAL IN II ON 4124 BV 14487700 | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | NONE | GENERAL OPERATING | $165,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,065,264 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,396 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,493 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $242,369 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $416,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,602 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCIDENTAL INTEREST INCOME |
| 4 | INCIDENTAL DIVIDEND INCOME |
| 7 | INCIDENTAL INCOME |
| 8 | CAPITAL GAIN TRANSACTIONS ON INVESTMENTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $44,878 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,878 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HULL FAMILY FUND DONOR ADVISED FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | BELOW ARE THE DESCRIPTIONS OF STOCK DONATIONS TO THE DONOR ADVISED FUND312,277.605 SHR OF C LOOP V II INTEREST DONATED ON 3/31/24 WITH A FMV OF $202,980.44, 1,428,833.504 SHR OF MICRO VEST SDF - TRA A ON 4/1/24 WITH A FMV OF $2,114,673.59, 407,610.560 SHR OF CONSERVATION FOREST III ON 3/31/24 WITH A FMV OF $407,610.59, 304,259.750 SHR OF ELEVAR EQUITY III ON 3/1/24 WITH A FMV OF $903,651.46, 217,484.855 SHR OF SARONA FRNTR MRKTS 2 ON 4/1/24 WITH A FMV OF $341,451.22, 11,881.664 SHR OF GENERATION IM GLOBAL EQ ON 7/1/24 WITH A FMV OF $9,721,221.03, 211,509.000 SHR OF EVRNU SER A-2 PREF ON 2/9/24 WITH A FMV OF $179,782.65, 91,000.000 SHR OF ENRNU SERIES B PREFERRED ON 2/9/24 WITH A FMV OF $121,940.00, 395,747.939 SHR OF SJF VENTURES III, LP ON 1/1/24 WITH A FMV OF $344,300.71, 165,088.000 SHR OF LEAPFROG FINANCIAL IN II ON 4/1/24 WITH A FMV OF $165,088.00 | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BARAK FUND SPC LIMITED | AT COST | $259,279 | $74,469 |
| GLOBAL ENERGY EFFICIENCY AND R | AT COST | $144,458 | $295,865 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THERE HAS BEEN A SUBSTANTIAL CONTRACTION DURING 2024. THERE WERE SUBSTANTIAL CONTRIBUTIONS OF STOCKS DONATED TO THE HULL FAMILY FUND DONOR ADVISED FUND. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX EXPENSE | $14,890 |
| LIBERATION CAPITAL RENEWABLE - ND EXPENSE | $72 |
| LIBERATION CAPITAL LIQUIDATING TRUST - ND EXPENSE | $24 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $52,425 | $0 | $52,425 |
| K-1 CONSERVATION FORESTRY CAPITAL III LP | $967 | $967 | $0 |
| K-1 ELEVAR EQUITY III LP | $1,013 | $1,013 | $0 |
| K-1 LEAPFROG FINANCIAL INCLUSION FUND II LP | $44 | $44 | $0 |
| K-1 LIBERATION CAPITAL RENEWABLE ENERGY FUND LLC | $53,648 | $53,648 | $0 |
| K-1 MICROVEST SHORT DURATION FUND LP | $12,560 | $12,560 | $0 |
| K-1 LIBERATION CAPITAL LIQUIDATING TRUST | $19,352 | $19,352 | $0 |
| K-1 BARAK FUND SPC LIMITED | $535,615 | $535,615 | $0 |
| K-1 SARONA FRONTIER MARKETS INTERNATIONAL FUND 2 | $1,306 | $1,306 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 MICROVEST SHORT DURATION FUND LP | $8,022 | $8,022 | $8,022 |
| K-1 SARONA FRONTIER MARKETS INTERNATIONAL FUND 2 | $12,322 | $12,322 | $12,322 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN BOOK VALUE AND MARKET VALUE OF CONTRIBUTIONS | $8,200,898 |
| ELEVAR EQUITY III LP | $230 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIBERATION CAPITAL LIQUIDATING TR | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $30,137 | EOYBookValueAmt |