FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FULK FAMILY FOUNDATION INC (EIN 47-0732237)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-03-09
- IRS object ID
- 202600689349100110
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-09T11:00:42+00:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars 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 | 2024-08-01 | 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) |
|---|---|---|
| Business Name Control | FULK | BusinessNameControlTxt |
| Phone | 4024737604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O St Suite 1040 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcia Coffman | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 3122362208 | PhoneNum |
| Signature | 2026-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason Bombeck | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Preparation | 2026-03-09 | 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 | $24,605,518 | 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 |
| Dividends Rev And Expnss | $2,158,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,158,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,144,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,158,034 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,035,488 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $207,098 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $828,390 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $72,123 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,425 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $57,698 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,458 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,457 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,452 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $45,808 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $38,826 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,765 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,061 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $53,241 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,648 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,593 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131,556 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,311 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105,245 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,490,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $317,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,141,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,990,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $317,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,641,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,846,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,840,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,479,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,605,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,605,518 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $35,958,396 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,094 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,094 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $13,367 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,451,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,605,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,605,518 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $47,451,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,605,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,451,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,605,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,451,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,605,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,451,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,846,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,605,518 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,605,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $11 | $0 | $0 | $11 | $0 | $11 | |||
| SALE OF PARTNERSHIP INTEREST IN PHOENIX VENTURE HOLDINGS LLC | $1 | $0 | $13,398 | -$13,397 | $0 | -$13,397 | D | 2019-01-01 | 2024-09-12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,386 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,587 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,587 | SubtotalAmt |
| Tax Based On Investment Income | $25,587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,175 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $32,175 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,588 | OverpaymentAmt |
| Applied To ES Tax | $6,588 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | 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 | www.fulkff.org | WebsiteAddressTxt |
| Individual With Books | JASON BOMBECK | IndividualWithBooksNm |
| Phone | 4024737604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Marcia Coffman | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Treasurer/ Administrator | 27.61 | $330,488 | $0 | $0 |
| N Jane Morrison | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | President | 27.87 | $210,000 | $0 | $0 |
| Linda Kroning | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Secretary | 14.02 | $210,000 | $0 | $0 |
| Russell Bartmes | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Vice President | 23.85 | $210,000 | $0 | $0 |
| Alice Brunner | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Past Vice President | 7.00 | $150,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Dr 302 | Fairfield | CT | 06824 | Admin Support | $98,289 |
| Croke Fairchild Duarte & Beres LLC | |||||
| 180 N Lasalle St STE 2750 | Chicago | IL | 60601 | Legal Services | $72,122 |
| Forvis Mazars LLP | |||||
| 1248 O Street STE 1040 | Lincoln | NE | 68508 | Accounting Services | $60,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,522,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,496,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,018,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,018,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $480,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,538,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,576,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,576,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,587 | TotalTaxAmt |
| Distributable Before Adj | $1,551,348 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,551,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,551,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,641,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,641,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,551,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,707,140 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,164,119 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,598,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,605,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,762,061 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,837,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,641,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,551,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,089,904 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,926,922 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $68,707,140 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $201,219,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,164,119 | ExcessFromYear4Amt |
| Excess From Year3 | $59,598,512 | ExcessFromYear3Amt |
| Excess From Year2 | $39,605,186 | ExcessFromYear2Amt |
| Excess From Year1 | $22,762,061 | ExcessFromYear1Amt |
| Excess From Current Year | $23,089,904 | ExcessFromCurrentYearAmt |
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 |
| Contributing Manager | Wilma B Fulk | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 219 HEALTH NETWORK INC | |||||||
| 100 W CHICAGO AVE STE F | EAST CHICAGO | IN | 463123261 | NONE | PC | TO PROVIDE TRANSPORTATION FOR PATIENTS IN NEED OF HEALTHCARE SERVICES | $50,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | NONE | PC | DIGITAL INFRASTRUCTURE IMPROVEMENTS | $1,000,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 191021403 | NONE | PC | $25,000 DESIGNATED FOR MIDWEST-REGION PROGRAMS AND $25,000 UNDESIGNATED FOR OTHER AFSC WORK | $50,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO FOUNDATION | |||||||
| 225 EAST CHICAGO AVENUE BOX 4 | CHICAGO | IL | 60611 | NONE | PC | FOOD SECURITY | $250,000 |
| ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 606547105 | NONE | PC | ROSELAND IMMERSION PROJECT | $25,000 |
| BANDWITH MUSIC LTD | |||||||
| 1909 W CHASE AVE | CHICAGO | IL | 606262315 | NONE | PC | AS A CAPITAL GRANT TO ASSIST DONEE IN CONSTRUCTING, DEVELOPING AND OPERATING DONEE'S FUTURE COMMUNITY PERFORMING ARTS CENTER IN CHICAGO, ILLINOIS | $1,000,000 |
| BENS BLUE BAGS INC | |||||||
| 126 N EAST ST | CROWN POINT | IN | 463074028 | NONE | PC | TO OUTFIT THE MOBILE SENSORY SANCTUARY TRAILER AND FOR GENERAL OPERATIONS | $20,000 |
| BEVERLY AREA ARTS ALLIANCE | |||||||
| 10122 S WOOD ST | CHICAGO | IL | 606432014 | NONE | PC | GENERAL PURPOSE | $50,000 |
| BEVERLY ART CENTER | |||||||
| 2407 W 111TH ST | CHICAGO | IL | 606551309 | NONE | PC | GENERAL PURPOSE | $25,000 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 463271764 | NONE | PC | PURCHASE AND INSTALLATION OF FLOORING INCLUDING THE REMOVAL AND DISPOSAL OF OLD FLOOR TILE IN THE ARTS DEPARTMENT'S ART ROOM | $25,000 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 463271764 | NONE | PC | PHASE II OF THE FIELDING OUR FUTURE CAMPAIGN | $137,500 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 463271764 | NONE | PC | FOR THE FINE ARTS DEPARTMENT: $35,558.91 PER YOUR PROPOSAL OF APRIL 21, 2025 AND $14,441.09 FOR GENERAL OPERATIONS | $50,000 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 463271764 | NONE | PC | FIELDING THE FUTURE CAMPAIGN | $500,000 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 463271764 | NONE | PC | FOR THE FINE ARTS DEPARTMENT THEATER: $18,054 FOR THE PURCHASE AND INSTALLATION OF LIGHTING EQUIPMENT AND $6,946 FOR GENERAL OPERATIONS OF THE THEATER | $25,000 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 463271764 | NONE | PC | PHASE II OF THE FIELDING OUR FUTURE CAMPAIGN FOR THE RENOVATION OF BISHOP NOLL INSTITUTE'S OUTDOOR ATHLETIC FACILITIES | $1,100,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | STAFFING, PROGRAMMING AND OPERATIONAL EXPENSES AT THE LAKE STATION BOYS & GIRLS CLUB | $25,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | FOR THE RENOVATION OF THE SOUTH HAVEN INDIANA BOYS & GIRLS CLUB | $500,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | FOR AN ENDOWMENT FUND FOR THE SOUTH HAVEN BOYS & GIRLS CLUB LOCATED AT 723 LONG RUN ROAD IN VALPARAISO INDIANA IN ACCORDANCE WITH OUR AGREEMENT DATED APRIL 14, 2025 | $500,000 |
| BRAVEN INCORPORATED | |||||||
| 100 N LA SALLE ST STE 310 | CHICAGO | IL | 606022406 | NONE | PC | GENERAL PURPOSE | $350,000 |
| CAMPBELL FOUNDATION | |||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 381382205 | NONE | PC | GENERAL PURPOSE | $50,000 |
| CAROLE ROBERTSON CENTER FOR LEARNING | |||||||
| 1111 S WESTERN AVE SUITE B | CHICAGO | IL | 606124146 | NONE | PC | INVEST TODAY EMPOWER TOMORROW CAMPAIGN | $1,000,000 |
| CENTERPOINTE INC | |||||||
| 2633 P ST | LINCOLN | NE | 685033528 | NONE | PC | TO BE USED UNDER THE TERMS OF THE GIFT AGREEMENT DATED NOVEMBER 25, 2024 BETWEEN FULK FAMILY FOUNDATION, INC. AND CENTERPOINTE, INC. TO ACQUIRE, RENOVATE AND FURNISH TWO BUILDINGS | $1,000,000 |
| CENTERPOINTE INC | |||||||
| 2633 P ST | LINCOLN | NE | 685033528 | NONE | PC | TO BE USED UNDER THE TERMS OF THE DECLARATION OF DESIGNATED ENDOWMENT FUND OF CENTERPOINTE, INC. DATED NOVEMBER 25, 2024. AS AN ENDOWMENT FUND FOR THE LONG-TERM UPKEEP OF ALL BUILDINGS USED BY CENTERPOINTE | $650,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | GENERAL PURPOSE | $50,000 |
| CHICAGO JESUIT ACADEMY | |||||||
| 5058 W JACKSON BLVD | CHICAGO | IL | 606444324 | NONE | PC | GENERAL PURPOSE | $20,000 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 606115436 | NONE | PC | SUPPORT OF THE WIGS DEPARTMENT WORK ON THE PRODUCTION OF JAJA'S AFRICAN HAIR BRAIDING | $10,000 |
| CHICAGO STATE FOUNDATION | |||||||
| 9501 S KING DR | CHICAGO | IL | 606281501 | NONE | PC | TO BE USED AS FOLLOWS PER CHICAGO STATE FOUNDATION'S AUGUST 21, 2024 PROPOSAL: 1. $900,000 TO THE CLASSROOM IMPROVEMENTS PROJECT; AND 2. $100,000 TO THE COUGARS FUTURES FUND | $1,000,000 |
| CHICAGO SUN-TIMES MEDIA INC | |||||||
| 848 E GRAND AVE | CHICAGO | IL | 606113509 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CHICAGO SURVIVORS INC | |||||||
| 1010 W 35TH ST STE 510 | CHICAGO | IL | 606091455 | NONE | PC | GENERAL PURPOSE | $50,000 |
| CLEVELAND AVENUE FOUNDATION FOR EDUCATION GROUP | |||||||
| 222 N CANAL ST | CHICAGO | IL | 606061206 | NONE | PC | GENERAL PURPOSE | $1,000,000 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301198 | NONE | PC | URBAN FARM PROJECT UNDER OUR AGREEMENT DATED 4/28/21 | $137,500 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301198 | NONE | PC | UNDER AGREEMENT DATED 4/28/21 TO BUILD AN URBAN FARM AT THE LAKESHORE CAMPUS | $1,000,000 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301198 | NONE | PC | OPERATION OF THE GREENBELT FARM | $50,000 |
| CONCORDIA UNIVERSITY CHICAGO | |||||||
| 7400 AUGUSTA ST | RIVER FOREST | IL | 603051499 | NONE | PC | IN SUPPORT OF THE WIND SYMPHONY ORCHESTRA | $20,000 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENECA ST STE 400 | ITHACA | NY | 14850 | NONE | PC | FUND FOR NUTRITION EQUITY AND FOOD JUSTICE | $1,350,000 |
| CROWN POINT FIREFIGHTERS ASSOCIATION INC | |||||||
| 126 N EAST ST | CROWN POINT | IN | 463074028 | NONE | PC | AQUA EYE UNDERWATER SCANNER AND ACCOMPANIED 5 YEAR SERVICE PLAN | $8,000 |
| DESIGNS FOR DIGNITY | |||||||
| 4311 S WESTERN BLVD | CHICAGO | IL | 606093012 | NONE | PC | GENERAL PURPOSE | $8,000 |
| FACING HISTORY AND OURSELVES CHICAGO | |||||||
| 2 NORTH LASALLE STREET SUITE 2300 | CHICAGO | IL | 606023975 | NONE | PC | GENERAL PURPOSE | $500,000 |
| FAMILY ADVOCATES INC | |||||||
| 1005 MICHIGAN AVE | LA PORTE | IN | 463503506 | NONE | PC | GENERAL PURPOSE | $25,000 |
| FCNL EDUCATION FUND | |||||||
| 245 2ND ST NE | WASHINGTON | DC | 200025761 | NONE | PC | GENERAL PURPOSE | $25,000 |
| FOOD BANK OF LINCOLN INC | |||||||
| 1221 KING BIRD RD | LINCOLN | NE | 685213008 | NONE | PC | GENERAL PURPOSE | $150,000 |
| FOOD BANK OF NORTHWEST INDIANA INC | |||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 464103008 | NONE | PC | GENERAL PURPOSE | $36,000 |
| FORWARD MOMENTUM CHICAGO NFP | |||||||
| 1530 S STATE STREET UNIT G01 | CHICAGO | IL | 606053148 | NONE | PC | GENERAL PURPOSE | $15,000 |
| FRANK LLOYD WRIGHT FOUNDATION | |||||||
| 12621 N FRANK LLOYD WRIGHT BLVD | SCOTTSDALE | AZ | 852592537 | NONE | PC | GENERAL PURPOSE | $100,000 |
| FRANK LLOYD WRIGHT FOUNDATION | |||||||
| 12621 N FRANK LLOYD WRIGHT BLVD | SCOTTSDALE | AZ | 852592537 | NONE | PC | RESTORATION OF THE SOUTH WING TALIESIN, FRANK LLOYD WRIGHT'S HOME IN SPRING GREEN, WISCONSIN | $100,000 |
| GIGIS PLAYHOUSE INC | |||||||
| 750 ESTATE DR | DEERFIELD | IL | 600154833 | NONE | PC | GENERAL PURPOSE | $50,000 |
| GREATER EDUCATION OPPORTUNITIES FOUNDATION | |||||||
| 3145 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 462084783 | NONE | PC | TO OFFSET COLLEGE TUITION EXPENSES FOR STUDENTS AT 21ST CENTURY ACADEMY IN GARY, INDIANA FOR THE 2024-2025 ACADEMIC SCHOOL YEAR | $25,000 |
| HILLCREST MINISTRIES OF MIDAMERICA INC | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 641901924 | NONE | PC | GENERAL PURPOSE | $100,000 |
| HOLY CROSS COLLEGE INC | |||||||
| 54515 STATE RD 933 NORTH | NOTRE DAME | IN | 46556 | NONE | PC | IN SUPPORT OF OPERATIONS OF THE MOREAU COLLEGE INITIATIVE | $25,000 |
| HOPE CHICAGO INC | |||||||
| 303 E WACKER DR STE 360 | CHICAGO | IL | 606013007 | NONE | PC | FOR GENERAL OPERATING SUPPORT FOR A COLLEGE SCHOLARSHIP PROGRAM AND WRAPAROUND SUPPORT RESOURCES FOR GRADUATES OF FIVE CHICAGO PUBLIC HIGH SCHOOLS LOCATED IN HISTORICALLY UNDERSERVED COMMUNITIES ON THE SOUTH AND WEST SIDES | $1,137,500 |
| HUMANE INDIANA INC | |||||||
| 8149 KENNEDY AVE | HIGHLAND | IN | 463221128 | NONE | PC | GENERAL PURPOSE | $25,000 |
| IMPACTING VETERANS LIVES INC | |||||||
| PO BOX 278 | WADSWORTH | IL | 600830278 | NONE | PC | FUNDING FOR COMPLETION OF THE BUILDING PROGRAM AND ASSOCIATED COSTS | $125,000 |
| INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLARITY DBA COUNTER PUNCH | |||||||
| PO BOX 228 | PETROLIA | CA | 95558 | NONE | PC | GENERAL PURPOSE | $25,000 |
| INTERNATIONAL FRIENDSHIP GARDENS MUSIC FESTIVAL INC | |||||||
| PO BOX 8834 | MICHIGAN CITY | IN | 463618834 | NONE | PC | FOR THE PURCHASE, INSTALLATION AND MAINTENANCE OF WIND PHONE AND GENERAL OPERATING FUNDS | $25,000 |
| IVY TECH FOUNDATION INC | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | NONE | PC | EMERGENCY FUND FOR STUDENTS: $11,500; COMMERICAL ARTIFICIAL CHRISTMAS TREE AND OUTDOOR HOLIDAY DECORATIONS: $14,500 | $26,000 |
| JOHN H VANDERPOEL ART ASSOCIATION | |||||||
| 9625 S LONGWOOD DR | CHICAGO | IL | 606431607 | NONE | PC | GENERAL PURPOSE | $15,000 |
| KIDS FIRST CHICAGO FOR EDUCATION | |||||||
| 190 S LASALLE ST FLOOR 39 | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSE | $1,000,000 |
| LATINOS COUNT INC | |||||||
| 428 W SHERWOOD TER | FORT WAYNE | IN | 468072736 | NONE | PC | TO DELIVER EDUCATION AND WORKFORCE DEVELOPMENT SERVICES TO LATINO YOUTH RESIDING IN LAKE AND PORTER COUNTIES FOR THE NEXT THREE YEARS | $100,000 |
| LATINOS COUNT INC | |||||||
| 428 W SHERWOOD TER | FORT WAYNE | IN | 468072736 | NONE | PC | GENERAL PURPOSE | $100,000 |
| LIBERTY PRAIRIE NFP | |||||||
| 550 HARRIS RD | GRAYSLAKE | IL | 600309407 | NONE | PC | INDOOR PROGRAM SPACE AT 32470 HARRIS ROAD | $200,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | GENERAL PURPOSE | $200,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | GENERAL PURPOSE | $45,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | $20,000 FOR GENERAL OPERATIONS AND $10,000 FOR CHARLOTTE'S WEB BOOK FOR DISTRIBUTION TO THE CHILDREN AT THE PLAY, WITH ANY EXCESS FUNDS GOING TO GENERAL OPERATIONS | $30,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | UNDER AGREEMENT DATED NOVEMBER 26, 2024, FOR A CHALLENGE GRANT FOR GENERAL OPERATIONS | $50,000 |
| LINCOLN PARK CONSERVANCY | |||||||
| PO BOX 14703 | CHICAGO | IL | 60614 | NONE | PC | GENERAL PURPOSE | $25,000 |
| LINCOLN PRESIDENTIAL FOUNDATION | |||||||
| 520 S 8TH ST | SPRINGFIELD | IL | 627031607 | NONE | PC | TO SUPPORT ONGOING EXPANSION EFFORTS BOTH PROGRAMMATICALLY AND GEOGRAPHICALLY | $25,000 |
| LOLA FOUNDATION | |||||||
| 2233 W CULLOM AVE | CHICAGO | IL | 606181643 | NONE | PC | GENERAL PURPOSE | $7,500 |
| MARI SANDOZ HERITAGE SOCIETY | |||||||
| PO BOX 6808 | LINCOLN | NE | 685060808 | NONE | PC | TO SUPPORT THE MARI SANDOZ PAPERS PROJECT | $50,000 |
| MATT TALBOT KITCHEN & OUTREACH INC | |||||||
| PO BOX 80935 | LINCOLN | NE | 685010935 | NONE | PC | GENERAL PURPOSE | $100,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | |||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 464106233 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 606072628 | NONE | PC | GENERAL PURPOSE | $9,000 |
| MIDNIGHT CIRCUS IN THE PARKS | |||||||
| 1 S DEARBORN ST | CHICAGO | IL | 606032302 | NONE | PC | GENERAL PURPOSE | $7,500 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | $75,000 FOR THE RENOVATION OF TRINITY MISSION'S LINDEN FACILITY TO PROVIDE EXTENDED HOUSING AND COUNSELING FOR 20 MEN IN REHABILIATION AND $75,000 TO BOYS & GIRLS CLUB OF MONTGOMERY COUNTY TO CREATE A CONTINGENCY FUND FOR SALARIES AND BENEFITS AS THEY REDFEINE AND HIRE | $150,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | MONTGOMERY COUNTY EARLY LEARNING CENTER ENDOWMENT | $105,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | FRANCES WOODEN NORTHSIDE PARK ENDOWMENT FUND | $30,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | FOR THE LADOGA PLAYGROUND PROJECT | $25,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | CALUMET PROJECT AUDUBON GREAT LAKES | $40,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| 8100 S 15TH ST STE A | LINCOLN | NE | 685129438 | NONE | PC | PURSUANT TO THE AGREEMENT DATED DECEMBER 13, 2024 for "Homegrown Challenge Grant Campaigns the "Five to Thrive" program | $1,200,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| 8100 S 15TH ST STE A | LINCOLN | NE | 685129438 | NONE | PC | AS AN ADDITIONAL VOLUNTARY GIFT TO THE "FUND FOR CHILDREN AND YOUTH" UNDER AGREEMENT DATED JUNE 15, 2020, FOR THE PURPOSES DESCRIBED IN PARAGRAPH 4(B) OF THE AGREEMENT | $137,500 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| 8100 S 15TH ST STE A | LINCOLN | NE | 685129438 | NONE | PC | TO BE ALLOCATED $100,000 TO GENERAL OPERATIONS AND $175,000 FOR HOMETOWN CHALLENGE GRANTS | $275,000 |
| NEBRASKA DENTAL FOUNDATION | |||||||
| 7160 S 29TH ST STE 1 | LINCOLN | NE | 685165853 | NONE | PC | AS A ONE-TIME GIFT TO SUPPORT THE VETERANS MISSION OF MERCY AND RELATED EVENTS FOR VETERANS | $75,000 |
| NEBRASKA HUMANITIES COUNCIL | |||||||
| 215 CENTENNIAL MALL S STE 330 | LINCOLN | NE | 685081868 | NONE | PC | $25,000 FOR PRIME TIME FAMILY READING TIME AND $25,000 FOR GENERAL PROGRAMMING | $50,000 |
| NEWBERRY CONSORT NFP | |||||||
| 1059 N HERMITAGE AVE APT 3R | CHICAGO | IL | 606223269 | NONE | PC | GENERAL PURPOSE | $50,000 |
| NEWBERRY CONSORT NFP | |||||||
| 1059 N HERMITAGE AVE APT 3R | CHICAGO | IL | 606223269 | NONE | PC | GENERAL PURPOSE | $200,000 |
| NORTH CHICAGO COMMUNITY PARTNERS NFP | |||||||
| 855 SKOKIE HWY STE D | LAKE BLUFF | IL | 600441830 | NONE | PC | LEAD CONTENT IN TAP WATER REMEDIATION PROGRAM | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | PROJECT #60056374 UNDER THE DIRECTION OF MARYANN MASON | $50,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | TO MANAGE AND CONDUCT A NOT-FOR-PROFIT LEADERSHIP TRAINING PROGRAM FOR LAKE COUNTY, ILLINOIS NOT-FOR-PROFIT ORGANIZATIONS | $350,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | STUDY IMPACT OF FULK FAMILY FOUNDATION GIFTS BY KELLOGG SCHOOL OF MANAGEMENT | $65,000 |
| OPPORTUNITY ENTERPRISES INC | |||||||
| 2801 EVANS AVE | VALPARAISO | IN | 463836940 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OUR PLACE OF NEW TRIER TOWNSHIP INC | |||||||
| 1020 FOREST AVE | WILMETTE | IL | 600911760 | NONE | PC | GENERAL PURPOSE | $50,000 |
| ROUND LAKE AREA SCHOOLS CUSD 116 EDUCATION FOUNDATION | |||||||
| 811 SUNSET DR | ROUND LAKE | IL | 600732827 | NONE | PC | CHILDREN'S CHRISTMAS PARTY | $60,000 |
| SAJE | |||||||
| 152 W 32ND ST | LOS ANGELES | CA | 900073809 | NONE | PC | GENERAL PURPOSE | $50,000 |
| SCHOOL OF AMERICAN MUSIC | |||||||
| 14 MAPLE ST | THREE OAKS | MI | 491281131 | NONE | PC | TO ADD TO ITS FUTURE FUND ENDOWMENT FOR THE PURPOSES AS SET FORTH IN THE UNRESTRICTED ENDOWMENT GIFT AGREEMENT BETWEEN FULK FAMILY FOUNDATION, INC. AND SCHOOL OF AMERICAN MUSIC DATED NOVEMBER 22, 2020. | $25,000 |
| SHAKESPEARE BEHIND BARS INC | |||||||
| PO BOX 83 | MACATAWA | MI | 494340083 | NONE | PC | TO CONTINUE THE SHAKESPEARE BEHIND BARS JUVENILE DETENTION PROGRAM AT ILLINOIS YOUTH CENTER - CHICAGO | $20,000 |
| SOUTHERN ILLINOIS UNIVERSITY FOUNDATION | |||||||
| 1235 DOUGLAS DR | CARBONDALE | IL | 629012591 | NONE | PC | SALUKI BALL | $100,000 |
| ST CATHERINE HOSPITAL INC | |||||||
| 4321 FIR ST | EAST CHICAGO | IN | 463123049 | NONE | PC | TO PURCHASE PARCEL OF LAND LOCATED ON COLUMBUS DRIVE BETWEEN ALEXANDER AND MELVILLE AVENUE TO BUILD AN OUTPATIENT FACILITY | $100,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381053678 | NONE | PC | BIOMEDICAL LIBRARY | $100,000 |
| TABITHA INC | |||||||
| 4720 RANDOLPH ST | LINCOLN | NE | 685103741 | NONE | PC | GENERAL PURPOSE | $150,000 |
| TEACH PLUS INCORPORATED | |||||||
| 1 BEACON STREET 15TH FLOOR | BOSTON | MA | 021083107 | NONE | PC | FOR DEVELOPING TEACHER LEADERS AND EMPOWERING EDUCATORS. | $300,000 |
| THE BOTTOM LINE INC | |||||||
| 500 AMORY ST SUITE 3 | BOSTON | MA | 021302775 | NONE | PC | GENERAL SUPPORT FOR THE CHICAGO, ILLINOIS PROGRAM ONLY | $50,000 |
| THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTURE | |||||||
| 3015 W DIVISION ST | CHICAGO | IL | 606222739 | NONE | PC | THE NATIONAL BORICUA ARCHIVES & COLLECTIONS RESEARCH CENTER | $100,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | $150,000 FOR THE UNMC COLLEGE OF DENTISTRY'S VETERAN'S CLINIC, $25,000 FOR THE UNMC COLLEGE OF DENTISTRY URGENT CARE CLINIC, AND $50,000 FOR THE UNMC COLLEGE OF DENTISTRY DENTAL STARTER KIT PROGRAM | $225,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | FOR FUND $01144780-VETERANS' PROJECT $50,000 AND FOR FUND #01134010 - CAPITAL IMPROVEMENT FUND $100,000 FOR NEBRASKA INNOVATION STUDIO | $150,000 |
| WABASH COLLEGE | |||||||
| 301 W WABASH AVENUE | CRAWFORDSVILLE | IN | 47933 | NONE | PC | WABASH COLLEGE LIBERAL ARTS IMMERSION PROGRAM ENDOWMENT | $250,000 |
| WABASH COLLEGE | |||||||
| 301 W WABASH AVENUE | CRAWFORDSVILLE | IN | 47933 | NONE | PC | IN SUPPORT OF STUDENTS IN THE WABASH LIBERAL ARTS IMMERSION PROGRAM: $50,000 FOR STUDENT SUPPORT FUNDS AND $10,000 TO PROJECT PASSPORT A PROGRAM DESIGNED TO REMOVE FINANCIAL BARRIERS TO STUDENTS' PROCUREMENT OF TRAVEL DOCUMENTS TO STUDY ABROAD | $60,000 |
| WAUKEGAN HISTORICAL SOCIETY INC | |||||||
| 1917 N SHERIDAN RD | WAUKEGAN | IL | 600875131 | NONE | PC | PRESERVATION OF RAY BRADBURY'S BOOKS | $100,000 |
| WAUKEGAN TO COLLEGE NFP | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 600854227 | NONE | PC | TO HELP FUND OPERATIONS OVER THE NEXT FIVE YEARS | $1,000,000 |
| WILLIAM PENN HOUSE | |||||||
| 515 E CAPITOL ST SE | WASHINGTON | DC | 200031142 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WORKING BIKES | |||||||
| 2434 S WESTERN AVE | CHICAGO | IL | 606084723 | NONE | PC | GENERAL PURPOSE | $8,000 |
| WYOMING HUMANITIES COUNCIL | |||||||
| PO BOX 400 | LARAMIE | WY | 820730400 | NONE | PC | TO SUPPORT THE NATIVE NARRATIVE INITIATIVE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,500,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,158,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,144,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,144,648 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $60,915 | Amt |
| Net Investment Income | $30,458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,457 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $3,094 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | see attached statement. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $72,123 | LegalFeesAmt |
| Net Investment Income | $14,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,698 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Phoenix Venture | Desc |
| BOY Book Value | $13,367 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foundation Source Fees | $98,472 | $19,694 | $78,778 |
| Insurance | $6,908 | $1,382 | $5,526 |
| Subscriptions | $850 | $170 | $680 |
| Repairs and Maintenance | $4,481 | $896 | $3,585 |
| Postage | $1,692 | $338 | $1,354 |
| Computer Expense | $12,775 | $2,555 | $10,220 |
| Office Expense | $5,460 | $1,092 | $4,368 |
| Miscellaneous Expense | $660 | $132 | $528 |
| Passthrough Deductions | $258 | $52 | $206 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $9,093 | Amt |
| Net Investment Income | $9,093 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $57,260 | $11,452 | $45,808 |
| Federal Excise Tax | $32,325 |