FULTON OWEN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FULTON OWEN FOUNDATION (EIN 26-2199366)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349104141
- Schema version
- 2025v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T17:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262199366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON OWEN FOUNDATION 139990-000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULT | BusinessNameControlTxt |
| Phone | 5712895699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL F OWEN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5712895699 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $7,081,987 | FMVAssetsEOYAmt |
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 | $6,884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,884 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,147,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,790 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $44 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $374,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $374,104 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,539 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $338,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,662 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,499,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,349,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,778,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,025,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,125,436 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,091,504 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,656,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,686,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,081,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,656,277 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,686,652 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,656,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,686,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,656,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,686,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,656,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,737 | OtherIncreasesAmt |
| Subtotal | $5,694,007 | SubtotalAmt |
| Other Decreases | $7,355 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,686,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (214 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. ABBOTT LABORATORIES COMMON ~ | 2023-10-09 | 2025-02-05 | $792 | $577 | $215 | $215 | |
| 11. ABBOTT LABORATORIES COMMON ~ | 2023-10-09 | 2025-12-04 | $1,372 | $1,058 | $314 | $314 | |
| 5. ABBVIE INC | 2023-05-15 | 2025-12-04 | $1,142 | $733 | $409 | $409 | |
| 2. ADOBE SYSTEMS INCORPORATED | 2025-12-04 | $656 | $999 | -$343 | -$343 | ||
| 567.45 PZENA EMERG MKTS VALUE FD CL I | 2024-02-13 | 2025-07-24 | $8,211 | $6,702 | $1,509 | $1,509 | |
| 460.777 PZENA EMERG MKTS VALUE FD CL I | 2024-02-13 | 2025-12-04 | $7,354 | $5,442 | $1,912 | $1,912 | |
| 2. AIR PRODUCTS & CHEMICALS INC | 2022-11-14 | 2025-02-05 | $667 | $593 | $74 | $74 | |
| 24. ALPHABET INC CL C | 2019-04-01 | 2025-07-24 | $4,667 | $1,427 | $3,240 | $3,240 | |
| 20. ALPHABET INC CL C | 2019-04-01 | 2025-12-04 | $6,363 | $1,189 | $5,174 | $5,174 | |
| 16. AMAZON.COM INCORPORATED | 2021-05-14 | 2025-12-04 | $3,667 | $2,562 | $1,105 | $1,105 | |
| 14014.442 AMERICAN BEACON SIM H/Y-INS | 2025-04-25 | $128,092 | $133,502 | -$5,410 | -$5,410 | ||
| 5. AMERICAN ELECTRIC POWER INCORPORATED | 2021-05-14 | 2025-02-05 | $498 | $435 | $63 | $63 | |
| 7. AMERICAN ELECTRIC POWER INCORPORATED | 2021-05-14 | 2025-12-04 | $825 | $609 | $216 | $216 | |
| 2. AMERICAN TOWER CORP CL A | 2021-05-14 | 2025-02-05 | $374 | $492 | -$118 | -$118 | |
| 5. AMERICAN TOWER CORP CL A | 2021-05-14 | 2025-12-04 | $892 | $1,231 | -$339 | -$339 | |
| 3. ANALOG DEVICES INCORPORATED | 2021-05-14 | 2025-02-05 | $626 | $443 | $183 | $183 | |
| 6. ANALOG DEVICES INCORPORATED | 2021-05-14 | 2025-12-04 | $1,663 | $887 | $776 | $776 | |
| 23. APPLE COMPUTER INC COMMON | 2021-05-14 | 2025-12-04 | $6,439 | $2,908 | $3,531 | $3,531 | |
| 3. AVALONBAY COMMUNITIES INCORPORATED | 2021-05-14 | 2025-02-05 | $673 | $595 | $78 | $78 | |
| 3. AVALONBAY COMMUNITIES INCORPORATED | 2025-07-24 | 2025-11-04 | $522 | $609 | -$87 | -$87 | |
| 97. AVALONBAY COMMUNITIES INCORPORATED | 2025-11-04 | $16,876 | $18,985 | -$2,109 | -$2,109 | ||
| 590.302 BAILLIE GIFFORD EMERG MKTS CL K | 2021-05-14 | 2025-07-24 | $13,636 | $16,434 | -$2,798 | -$2,798 | |
| 624.224 BAILLIE GIFFORD EMERG MKTS CL K | 2021-05-14 | 2025-12-04 | $16,286 | $17,378 | -$1,092 | -$1,092 | |
| 17. BANK AMER CORP COM | 2021-05-14 | 2025-02-05 | $796 | $720 | $76 | $76 | |
| 60. BANK AMER CORP COM | 2021-05-14 | 2025-12-04 | $3,253 | $2,540 | $713 | $713 | |
| 1. BLACKROCK INC | 2021-05-14 | 2025-12-04 | $1,077 | $854 | $223 | $223 | |
| 19. BROADCOM INC | 2021-05-14 | 2025-02-05 | $4,486 | $831 | $3,655 | $3,655 | |
| 16. BROADCOM INC | 2021-05-14 | 2025-12-04 | $6,091 | $700 | $5,391 | $5,391 | |
| 9. CMS ENERGY CORP COMMON STOCK | 2021-10-08 | 2025-12-04 | $643 | $519 | $124 | $124 | |
| 55.545 FT BHVRL SM CAP GRW-R6 | 2024-06-11 | 2025-02-05 | $2,890 | $2,393 | $497 | $497 | |
| 348.328 FT BHVRL SM CAP GRW-R6 | 2024-06-11 | 2025-12-04 | $19,475 | $15,006 | $4,469 | $4,469 | |
| 3. CHEVRONTEXACO CORP | 2022-11-03 | 2025-02-05 | $459 | $540 | -$81 | -$81 | |
| 9. CHEVRONTEXACO CORP | 2025-12-04 | $1,364 | $1,508 | -$144 | -$144 | ||
| 7. CISCO SYS INC COM | 2021-05-14 | 2025-02-05 | $437 | $369 | $68 | $68 | |
| 12. CISCO SYS INC COM | 2021-05-14 | 2025-12-04 | $930 | $633 | $297 | $297 | |
| 5534.135 COLUMBIA OVERSEAS VALUE-I3 | 2025-07-24 | $75,873 | $60,735 | $15,138 | $15,138 | ||
| 2013.673 COLUMBIA OVERSEAS VALUE-I3 | 2024-11-27 | 2025-12-04 | $30,044 | $22,271 | $7,773 | $7,773 | |
| 1. COSTCO WHOLESALE CORPORATION | 2021-05-14 | 2025-02-05 | $1,041 | $383 | $658 | $658 | |
| 1. COSTCO WHOLESALE CORPORATION | 2021-05-14 | 2025-12-04 | $893 | $383 | $510 | $510 | |
| 6. DANAHER CORPORATION | 2021-05-14 | 2025-12-04 | $1,366 | $1,353 | $13 | $13 | |
| 3. DEERE & CO COM | 2023-09-14 | 2025-12-04 | $1,446 | $1,223 | $223 | $223 | |
| 4. WALT DISNEY CO COM | 2022-08-03 | 2025-02-05 | $444 | $434 | $10 | $10 | |
| 12. WALT DISNEY CO COM | 2022-08-03 | 2025-12-04 | $1,264 | $1,303 | -$39 | -$39 | |
| 9. EOG RESOURCES INCORPORATED | 2021-05-14 | 2025-12-04 | $1,007 | $738 | $269 | $269 | |
| 7. META PLATFORMS INC-A | 2024-08-29 | 2025-12-04 | $4,639 | $3,657 | $982 | $982 | |
| 761.803 HARBOR LG-CAP VALUE FD CL RET | 2024-12-20 | 2025-02-05 | $16,996 | $16,394 | $602 | $602 | |
| 11563.237 HARBOR LG-CAP VALUE FD CL RET | 2025-02-05 | $257,976 | $253,404 | $4,572 | $4,572 | ||
| 1. HOME DEPOT INC COM | 2021-05-14 | 2025-02-05 | $414 | $324 | $90 | $90 | |
| 4. HOME DEPOT INC COM | 2021-05-14 | 2025-12-04 | $1,403 | $1,296 | $107 | $107 | |
| 1167.909 T ROWE PRICE LG-CAP GR FD CL I | 2021-05-14 | 2025-02-11 | $99,226 | $76,346 | $22,880 | $22,880 | |
| 76.344 T ROWE PRICE LG-CAP GR FD CL I | 2024-04-30 | 2025-12-04 | $7,423 | $5,435 | $1,988 | $1,988 | |
| 1225.811 WCM FOCUSED INT'L GR FR CL INSTL | 2021-05-14 | 2025-07-24 | $32,864 | $31,589 | $1,275 | $1,275 | |
| 62. ISHARES RUSSELL 1000 VALUE ETF | 2022-03-25 | 2025-12-04 | $13,027 | $10,310 | $2,717 | $2,717 | |
| 26. ISHARES RUSSELL 1000 GROWTH ETF | 2022-07-29 | 2025-02-05 | $10,651 | $6,315 | $4,336 | $4,336 | |
| 52. ISHARES RUSSELL 1000 GROWTH ETF | 2024-07-01 | 2025-12-04 | $24,792 | $19,099 | $5,693 | $5,693 | |
| 53. ISHARES RUSSELL 2000 VALUE ETF | 2023-12-22 | 2025-12-04 | $9,756 | $8,291 | $1,465 | $1,465 | |
| 3. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-01-03 | 2025-02-05 | $551 | $344 | $207 | $207 | |
| 83. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-01-03 | 2025-12-04 | $16,530 | $9,511 | $7,019 | $7,019 | |
| 30. ISHARES CORE MSCI EAFE ETF | 2018-10-17 | 2025-07-24 | $2,551 | $1,825 | $726 | $726 | |
| 8. ISHARES CORE MSCI EAFE ETF | 2018-10-17 | 2025-12-04 | $714 | $487 | $227 | $227 | |
| 114. ISHARES CORE MSCI EMERGING | 2018-10-17 | 2025-07-24 | $7,031 | $5,575 | $1,456 | $1,456 | |
| 78. ISHARES CORE MSCI EMERGING | 2018-10-17 | 2025-12-04 | $5,230 | $3,814 | $1,416 | $1,416 | |
| 6. J P MORGAN CHASE & CO COM | 2019-04-01 | 2025-02-05 | $1,615 | $620 | $995 | $995 | |
| 20. J P MORGAN CHASE & CO COM | 2019-04-01 | 2025-12-04 | $6,334 | $2,068 | $4,266 | $4,266 | |
| .2616 JPMORGAN MORTGAGE-BACKED SECS ETF | 2022-05-25 | 2025-07-09 | $13 | $14 | -$1 | -$1 | |
| 3. ELI LILLY & CO COMMON ~ | 2024-04-03 | 2025-07-24 | $2,410 | $2,357 | $53 | $53 | |
| 1. ELI LILLY & CO COMMON ~ | 2024-10-03 | 2025-12-04 | $1,014 | $888 | $126 | $126 | |
| 2. LOCKHEED MARTIN CORP COMMON | 2019-04-01 | 2025-12-04 | $892 | $608 | $284 | $284 | |
| 152.424 NYLI PINESTONE US EQUITY P | 2024-06-07 | 2025-12-04 | $3,143 | $2,748 | $395 | $395 | |
| 2. MASTERCARD INC CL A | 2021-05-14 | 2025-02-05 | $1,131 | $727 | $404 | $404 | |
| 3. MASTERCARD INC CL A | 2021-05-14 | 2025-12-04 | $1,623 | $1,091 | $532 | $532 | |
| 1. MCDONALD'S CORP COM | 2021-05-14 | 2025-12-04 | $308 | $231 | $77 | $77 | |
| 145. MERCK & CO INC | 2021-05-14 | 2025-04-23 | $11,528 | $10,909 | $619 | $619 | |
| 545.514 METWEST TOTAL RETURN BOND FD CL I | 2025-12-04 | $5,046 | $5,826 | -$780 | -$780 | ||
| 7. MICROSOFT CORP COMMON | 2021-05-14 | 2025-02-05 | $2,888 | $1,729 | $1,159 | $1,159 | |
| 18. MICROSOFT CORP COMMON | 2021-05-14 | 2025-12-04 | $8,622 | $4,447 | $4,175 | $4,175 | |
| 5. MORGAN ST DEAN WITTER DISCOV | 2023-12-14 | 2025-02-05 | $692 | $455 | $237 | $237 | |
| 10. MORGAN ST DEAN WITTER DISCOV | 2023-12-14 | 2025-12-04 | $1,745 | $910 | $835 | $835 | |
| 45. NVIDIA CORP | 2022-10-03 | 2025-02-05 | $5,520 | $555 | $4,965 | $4,965 | |
| 62. NVIDIA CORP | 2025-12-04 | $11,344 | $7,276 | $4,068 | $4,068 | ||
| 4. ORACLE CORPORATION | 2021-05-14 | 2025-02-05 | $683 | $314 | $369 | $369 | |
| 9. ORACLE CORPORATION | 2021-05-14 | 2025-12-04 | $1,925 | $706 | $1,219 | $1,219 | |
| 3. PEPSICO INC COMMON ~ | 2019-04-01 | 2025-12-04 | $442 | $367 | $75 | $75 | |
| 4. PROCTER & GAMBLE CO COM | 2024-08-02 | 2025-02-05 | $675 | $664 | $11 | $11 | |
| 3. PROCTER & GAMBLE CO COM | 2024-08-02 | 2025-12-04 | $436 | $498 | -$62 | -$62 | |
| 2. SHERWIN-WILLIAMS CO COMMON | 2021-05-14 | 2025-02-05 | $729 | $576 | $153 | $153 | |
| 2. SHERWIN-WILLIAMS CO COMMON | 2021-05-14 | 2025-12-04 | $672 | $576 | $96 | $96 | |
| 301. T ROWE PRICE US EQUITY RESEARCH ETF | 2025-12-04 | $12,930 | $11,718 | $1,212 | $1,212 | ||
| 3. TARGET CORP COM | 2022-08-03 | 2025-02-05 | $403 | $505 | -$102 | -$102 | |
| 4. TARGET CORP COM | 2022-08-03 | 2025-12-04 | $365 | $673 | -$308 | -$308 | |
| 2. TESLA INC. | 2023-05-26 | 2025-02-05 | $754 | $392 | $362 | $362 | |
| 5. TESLA INC. | 2023-05-26 | 2025-12-04 | $2,249 | $980 | $1,269 | $1,269 | |
| 11. UBER TECHNOLOGIES INC | 2025-02-04 | 2025-07-24 | $1,010 | $763 | $247 | $247 | |
| 14. UBER TECHNOLOGIES INC | 2025-02-04 | 2025-12-04 | $1,265 | $971 | $294 | $294 | |
| 3. UNION PACIFIC CORPORATION | 2021-05-14 | 2025-02-05 | $731 | $683 | $48 | $48 | |
| 3. UNION PACIFIC CORPORATION | 2021-05-14 | 2025-12-04 | $712 | $683 | $29 | $29 | |
| 95. UNITED PARCEL SERVICE INC CLASS B | 2022-11-03 | 2025-02-04 | $10,533 | $15,667 | -$5,134 | -$5,134 | |
| 3. UNITEDHEALTH GROUP INC | 2024-10-03 | 2025-07-24 | $842 | $1,772 | -$930 | -$930 | |
| 2. UNITEDHEALTH GROUP INC | 2024-10-03 | 2025-12-04 | $662 | $1,181 | -$519 | -$519 | |
| 207.642 WILMINGTON REAL ASSET FUND-I | 2021-05-14 | 2025-12-04 | $3,206 | $3,322 | -$116 | -$116 | |
| 3807.495 WILMINGTON INTERNATIONAL FUND-I | 2025-07-24 | $41,654 | $39,956 | $1,698 | $1,698 | ||
| 1357.635 WILMINGTON INTERNATIONAL FUND-I | 2021-05-14 | 2025-12-04 | $15,735 | $14,242 | $1,493 | $1,493 | |
| 150.563 WILMINGTON BROAD MARKET BOND FUND -I | 2021-05-14 | 2025-12-04 | $1,337 | $1,515 | -$178 | -$178 | |
| 3. ACCENTURE PLC- CL A | 2021-05-14 | 2025-02-05 | $1,192 | $864 | $328 | $328 | |
| 28. JOHNSON CONTROLS INTERNATIONAL PLC | 2021-05-14 | 2025-02-05 | $2,431 | $1,819 | $612 | $612 | |
| 13. JOHNSON CONTROLS INTERNATIONAL PLC | 2021-05-14 | 2025-12-04 | $1,490 | $845 | $645 | $645 | |
| 12. NVENT ELECTRIC PLC | 2024-05-24 | 2025-12-04 | $1,299 | $1,023 | $276 | $276 | |
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86,189 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,790 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,702 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,757 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,757 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,945 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON OWEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILMINGTON TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5712895699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Michael Owen | ||||||
| 15501 Sultree Dr | Midlothian | VA | 23112 | Director | 20 | $0 |
| Jennie F Owen | ||||||
| 5306 Nassawango Rd | Snow Hill | MD | 21863 | Director | 10 | $0 |
| Albert W Owen Jr | ||||||
| 5306 Nassawango Rd | Snow Hill | MD | 21863 | Director | 10 | $0 |
| Lindsey O Xu | ||||||
| 3310 N Davidson St Unit 486 | Charlotte | NC | 28205 | Director | 10 | $0 |
| Rebecca D Owen | ||||||
| 15501 Sultree Dr | Midlothian | VA | 23112 | Director | 10 | $0 |
| Jack Xu | ||||||
| 3310 N Davidson St Unit 486 | Charlotte | NC | 28205 | Director | 10 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,617,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,791,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,791,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,690,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,702 | TotalTaxAmt |
| Distributable Before Adj | $329,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $329,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $329,802 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,000 | 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 | $305,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $303,230 | UndistributedIncomePYAmt |
| 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $303,230 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $328,032 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Michael Owen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15501 Sultree Dr | AddressLine1Txt |
| City | Midlothian | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5712895699 | RecipientPhoneNum |
| Recipient Email Address | fultonowenfoundation@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letters Requesting The Grant Amount, and supporting Documentation regarding the purpose and cause | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 12/31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Baskerville Food Pantry | |||||||
| 99 BASKERVILL DR | Pawleys Island | SC | 29585 | NONE | PC | GENERAL PURPOSE | $25,000 |
| FEED MORE | |||||||
| 8020 VILLA PARK DR | Richmond | VA | 23228 | NONE | PC | GENERAL SUPPORT | $60,000 |
| TOT TIME | |||||||
| 4921 RANDOLPH RD | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $25,000 |
| NOURISH UP | |||||||
| 901 CARRIER DR | CHARLOTTE | NC | 28216 | NONE | PC | GENERAL SUPPORT | $35,000 |
| SECOND HARVEST FOOD BANK METROLINA | |||||||
| 500 SPRATT ST B | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $35,000 |
| GARY SINISE FOUNDATION | |||||||
| 2555 MERIDIAN BLVD | FRANKLIN | TN | 37067 | NONE | PC | GENERAL SUPPORT | $75,000 |
| LITTLE HANDS VIRGINIA | |||||||
| 3707 SAUNDERS AVE | RICHMOND | VA | 23227 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SPAN CENTER | |||||||
| 1300 SEMMES AVE | RICHMOND | VA | 23224 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,884 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,386 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $374,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,104 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4812C0159 JPMORGAN MTG-BACKED | ||
| 592905509 METWEST TOTAL RETURN | $474,671 | $458,060 |
| 97181C811 WILMINGTON BROAD MAR | $464,044 | $441,284 |
| 024524282 AMERICAN BEACON SIM | $65,861 | $70,995 |
| 46654Q575 JPMORGAN MORTGAGE-BA | $120,860 | $121,165 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 00171A852 AMG RIVER RD SM-CAP | $104,137 | $100,195 |
| 00724F101 ADOBE INC | $14,383 | $10,500 |
| 02079K107 ALPHABET INC CL C | $26,171 | $120,499 |
| 03027X100 AMERICAN TOWER CORP | $17,430 | $12,465 |
| 09250J734 BLACKROCK EVENT DRIV | $153,291 | $158,137 |
| 09857L108 BOOKING HOLDINGS INC | $11,361 | $26,777 |
| 11135F101 BROADCOM INC | $15,916 | $87,217 |
| 125896100 CMS ENERGY CORP COM | $12,920 | $15,664 |
| 166764100 CHEVRON CORP | $20,146 | $24,538 |
| 17275R102 CISCO SYSTEMS INC | $12,578 | $18,179 |
| 19766P868 COLUMBIA OVERSEAS VA | $351,010 | $459,488 |
| 22160K105 COSTCO WHOLESALE COR | $20,627 | $43,979 |
| 235851102 DANAHER CORP COM | $26,392 | $26,784 |
| 254687106 WALT DISNEY CO | $27,907 | $31,173 |
| 26875P101 EOG RESOURCES INC CO | $16,315 | $20,897 |
| 411512478 HARBOR LG-CAP VALUE | ||
| 437076102 HOME DEPOT INC COM | $24,071 | $25,463 |
| 45775L408 T ROWE PRICE LG-CAP | $110,200 | $130,957 |
| 461418444 WCM FOCUSED INT'L GR | $399,264 | $423,823 |
| 464287598 ISHARES RUSSELL 1000 | $276,850 | $354,423 |
| 464287614 ISHARES RUSSELL 1000 | $197,893 | $352,135 |
| 46432F842 ISHARES CORE MSCI EA | $24,059 | $35,695 |
| 46434G103 ISHARES CORE MSCI EM | $63,818 | $88,999 |
| 46625H100 JPMORGAN CHASE & CO | $27,728 | $81,522 |
| 539830109 LOCKHEED MARTIN CORP | $9,727 | $15,477 |
| 57636Q104 MASTERCARD INC CL A | $28,039 | $43,387 |
| 580135101 MCDONALD'S CORPORATI | $9,258 | $12,225 |
| 58933Y105 MERCK & CO INC | ||
| 594918104 MICROSOFT CORP | $69,803 | $132,512 |
| 67066G104 NVIDIA CORP COM | $17,957 | $143,046 |
| 68389X105 ORACLE CORPORATION C | $9,206 | $21,245 |
| 713448108 PEPSICO INC COM | $8,312 | $9,759 |
| 742718109 PROCTER & GAMBLE CO | $15,449 | $13,328 |
| 824348106 SHERWIN WILLIAMS CO | $14,503 | $16,202 |
| 907818108 UNION PACIFIC CORP C | $11,390 | $11,566 |
| 911312106 UNITED PARCEL SERVIC | ||
| 97181C332 WILMINGTON GLOBAL AL | $142,829 | $159,534 |
| 97181C431 WILMINGTON REAL ASSE | $178,407 | $166,610 |
| 97181C787 WILMINGTON INTERNATI | $425,541 | $452,932 |
| G1151C101 ACCENTURE PLC- CL A | $12,674 | $11,805 |
| G51502105 JOHNSON CONTROLS INT | $14,385 | $24,190 |
| 00287Y109 ABBVIE INC | $15,619 | $24,220 |
| 244199105 DEERE & CO COMMON | $24,298 | $28,400 |
| 30303M102 META PLATFORMS INC-A | $18,120 | $48,847 |
| 464287630 ISHARES RUSSELL 2000 | $112,234 | $129,384 |
| 46432F339 ISHARES MSCI USA QUA | $198,190 | $332,093 |
| 617446448 MORGAN STANLEY GROUP | $13,543 | $25,919 |
| 88160R101 TESLA INC. | $16,261 | $37,327 |
| 060505104 BANK AMER CORP | $39,187 | $50,765 |
| 037833100 APPLE INC | $62,992 | $133,755 |
| 053484101 AVALONBAY COMMUNITIE | ||
| 87612E106 TARGET CORP COM | $16,234 | $11,632 |
| 002824100 ABBOTT LABORATORIES | $17,154 | $22,051 |
| 009158106 AIR PRODUCTS & CHEMI | $10,672 | $8,893 |
| 023135106 AMAZON.COM INC | $54,670 | $83,095 |
| 032654105 ANALOG DEVICES INC | $15,750 | $28,476 |
| 056823396 BAILLIE GIFFORD EMER | $152,365 | $169,819 |
| 025537101 AMERICAN ELECTRIC PO | $12,452 | $16,374 |
| 09290D101 BLACKROCK INC | $21,343 | $26,759 |
| 00770X675 PZENA EMERG MKTS VAL | $67,282 | $86,699 |
| 14064D774 FT BHVRL SM CAP GRW- | $95,794 | $118,843 |
| 56065F282 NYLI PINESTONE US EQ | $159,763 | $178,563 |
| 91324P102 UNITEDHEALTH GROUP I | $26,769 | $17,166 |
| 532457108 ELI LILLY & CO | $34,720 | $46,211 |
| G6700G107 NVENT ELECTRIC PLC | $14,402 | $17,233 |
| 29444U700 EQUINIX INC REIT | $17,519 | $16,089 |
| 90353T100 UBER TECHNOLOGIES IN | $15,150 | $17,976 |
| 87283Q503 T ROWE PRICE US EQUI | $195,124 | $218,905 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTIONS POSTED IN 2026 | Desc |
| Amt | $7,355 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $9,730 |
| ROUNDING ADJUSTMENT | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $32,324 | Amt |
| Net Investment Income | $32,324 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,491 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $2,757 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,589 | $2,589 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $950 | $950 | $0 |