FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FULK FAMILY FOUNDATION INC (EIN 47-0732237)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-03-04
- IRS object ID
- 202530639349100028
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-04T15:34:43+00:00 | ReturnTs |
| Tax Period End | 2024-07-31 | 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 | 2023-08-01 | 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 | 3122362208 | 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 | 2025-03-04 | 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 | 2025-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,080,090 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,914,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,914,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,341 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $6,341 | 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 | $8,430 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,841 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,929,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,917,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,117,187 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $223,437 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $893,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,285 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,430 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,816 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,816 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,285 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $47,849 | 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 | $46,687 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,337 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,350 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,339 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,868 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,471 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,948 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,576,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $358,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200,783 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,369,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,369,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,945,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $358,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,570,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,016,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,558,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,282,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,479,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,479,934 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| 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 | $60,754,863 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,958,396 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $36,586,789 | 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 | $803,624 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,367 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,367 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,840,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,451,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,080,090 | 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 | $70,840,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,451,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,840,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,451,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,840,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,451,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,840,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,016,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,824,022 | SubtotalAmt |
| Other Decreases | $372,325 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,451,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|
| US Treasury Bonds | P | 2018-07-09 | 2024-02-15 | $3,000,000 | $0 | $2,993,789 | $6,211 | $0 | $6,211 |
| L/T Gain - Partnership | D | 2021-08-01 | 2024-07-31 | $419 | $0 | $0 | $419 | $0 | $419 |
| S/T Gain - Partnership | D | 2023-08-01 | 2024-07-31 | $0 | $0 | $328 | -$328 | $0 | -$328 |
| 387 SH CATHRX | D | 2015-09-22 | 2024-06-14 | $1 | $0 | $0 | $1 | $0 | $1 |
| CAPITAL GAIN DISTRIBUTIONS | $38 | $0 | $0 | $38 | $0 | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,566 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,566 | SubtotalAmt |
| Tax Based On Investment Income | $35,566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,741 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $67,741 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,175 | OverpaymentAmt |
| Applied To ES Tax | $32,175 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.fulkff.org | WebsiteAddressTxt |
| Individual With Books | Marcia Coffman | IndividualWithBooksNm |
| Phone | 3122362208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Wacker Dr Suite 2400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064211 | 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 |
|---|---|---|---|---|---|---|---|---|
| Alice Brunner | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Vice President | 14.000 | $150,000 | $0 | $0 |
| Marcia Coffman | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Treasurer/Administrator | 22.000 | $337,187 | $0 | $0 |
| N Jane Morrison | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | President | 25.600 | $210,000 | $0 | $0 |
| Linda Kroning | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Secretary | 21.800 | $210,000 | $0 | $0 |
| Russell Bartmes | ||||||||
| 1248 O St Suite 1040 | Lincoln | NE | 68508 | Vice President | 27.000 | $210,000 | $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 |
|---|---|---|---|---|---|
| Forvis Mazars LLP | |||||
| 1248 O Street STE 1040 | Lincoln | NE | 68508 | Accounting Services | $90,860 |
| Foundation Source | |||||
| 55 Walls Dr 302 | Fairfield | CT | 06824 | Admin Support | $79,925 |
| Croke Fairchild Duarte & Beres LLC | |||||
| 180 N Lasalle St STE 2750 | Chicago | IL | 60601 | Legal Services | $61,425 |
| 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 | $46,088,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,635,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,737,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $57,737,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $866,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,871,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,843,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,843,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,566 | TotalTaxAmt |
| Distributable Before Adj | $2,807,987 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,807,987 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,807,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,570,048 | 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 | $25,570,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,807,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,446,873 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,707,140 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,164,119 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,598,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,605,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,521,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,570,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,807,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,762,061 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,283,891 | 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 | $50,446,873 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $246,837,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,707,140 | ExcessFromYear4Amt |
| Excess From Year3 | $56,164,119 | ExcessFromYear3Amt |
| Excess From Year2 | $59,598,512 | ExcessFromYear2Amt |
| Excess From Year1 | $39,605,186 | ExcessFromYear1Amt |
| Excess From Current Year | $22,762,061 | 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 (132 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 complete transportation services for patients and for flu vaccines | $20,000 |
| A Better Chicago | |||||||
| 200 W Madison St 3rd Floor | Chicago | IL | 606063414 | NONE | PC | General Support | $350,000 |
| 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 | TO SUPPORT THE CURRENT WORK OF AMERICAN FRIENDS SERVICE COMMITTEE WITH $25,000 BEING DESIGNATED FOR MIDWEST REGION PROGRAMS AND $25,000 UNDESIGNATED FOR OTHER AFSC PROGRAMS. | $50,000 |
| American Lebanese Syrian Associated Charities Inc | |||||||
| 501 Saint Jude Pl | Memphis | TN | 381051905 | NONE | PC | St. Jude graduate school of biomedical sciences master's in applied biomedical sciences program | $2,300,000 |
| American Lebanese Syrian Associated Charities Inc | |||||||
| 501 Saint Jude Pl | Memphis | TN | 381051905 | NONE | PC | St. Jude graduate school of biomedical sciences master's in applied biomedical sciences program | $700,000 |
| Anti-Defamation League - Chicago | |||||||
| 120 South Lasalle STE 1550 | Chicago | IL | 60603 | NONE | PC | General Purpose grant to be used in the Midwest region | $25,000 |
| Beverly Area Arts Alliance | |||||||
| 10122 S Wood St | Chicago | IL | 606432014 | NONE | PC | General Support | $65,000 |
| Beverly Art Center | |||||||
| 2407 W 111th St | Chicago | IL | 606551309 | NONE | PC | General Support | $25,000 |
| Bishop Noll Institute | |||||||
| 1519 Hoffman Street | Hammond | IN | 463271764 | NONE | PC | Assistance in the personal expenses incurred by students and their families in the BNI Band Programs in the 2023-2025 school years for items such as fees, cost of instruments, etc. | $10,000 |
| Bishop Noll Institute | |||||||
| 1519 Hoffman Street | Hammond | IN | 463271764 | NONE | PC | Fielding Our Future | $500,000 |
| Bishop Noll Institute | |||||||
| 1519 Hoffman Street | Hammond | IN | 463271764 | None | PC | The Fine Arts Department | $25,000 |
| Bishop Noll Institute | |||||||
| 1519 Hoffman Street | Hammond | IN | 463271764 | None | PC | Fielding the Future Campaign | $50,000 |
| Boxing Out Negativity Inc | |||||||
| 4059 W 21st St | Chicago | IL | 606232809 | NONE | PC | General Support | $10,000 |
| Boys and Girls Club of Lake County | |||||||
| 1801 Sheridan Rd STE 202 | North Chicago | IL | 600642262 | None | PC | General Support | $50,000 |
| Brushwood Center at Ryerson | |||||||
| 21850 N Riverwoods Rd | Riverwoods | IL | 600151620 | NONE | PC | General Support | $10,000 |
| Campbell Foundation | |||||||
| 1400 S Germantown Rd | Germantown | TN | 381382205 | NONE | PC | General Support | $50,000 |
| CGB Institute for Dance and Health | |||||||
| 1288 Mcdaniels Ave | Highland Park | IL | 600353645 | NONE | PC | General Support | $10,000 |
| Centerpointe Inc | |||||||
| 5633 P St | Lincoln | NE | 685033528 | NONE | PC | General Support | $50,000 |
| Chicago Horticultural Society - Chicago Botanic Garden | |||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | NONE | PC | Plants of Concern Program | $300,000 |
| Chicago Horticultural Society - Chicago Botanic Garden | |||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | NONE | PC | General Support | $50,000 |
| Chicago Horticultural Society - Chicago Botanic Garden | |||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | NONE | PC | Accessibility Audit | $150,000 |
| Chicago Jesuit Academy | |||||||
| 5058 W Jackson Blvd | Chicago | IL | 606444324 | None | PC | General Support | $15,000 |
| Chicago Shakespeare Theater | |||||||
| 800 E Grand Ave | Chicago | IL | 606115436 | None | PC | For the wig and costumes departments | $20,000 |
| Chicago Survivors Inc | |||||||
| 1010 W 35th Street 510 | Chicago | IL | 606091401 | None | PC | General Support | $50,000 |
| Civic News Company | |||||||
| 450 7th Ave 32nd Fl | New York | NY | 10123 | None | PC | General Support | $500,000 |
| College of Lake County Foundation | |||||||
| 19351 W Washington St | Grayslake | IL | 600301148 | NONE | PC | Scholarships and equipment for the fire safety training program | $550,000 |
| College of Lake County Foundation | |||||||
| 19351 W Washington St | Grayslake | IL | 600301148 | NONE | PC | Lancers Educational Assistance Fund | $100,000 |
| Community Youth Network Inc | |||||||
| 18640 W IL Route 120 | Grayslake | IL | 600309733 | NONE | PC | General Support | $20,000 |
| Concordia University Chicago | |||||||
| 7400 Augusta St | River Forest | IL | 603051499 | None | PC | Operations of the Wind Symphony for the fiscal year 2023-2024 | $25,000 |
| Court Theatre Fund | |||||||
| 5535 S Ellis Ave | Chicago | IL | 606371401 | None | PC | The Court Theatre's Production of Antigone in 2024 | $15,000 |
| Designs for Dignity | |||||||
| 4311 S Western Blvd | Chicago | IL | 606093012 | None | PC | General Support | $15,000 |
| Designs for Dignity | |||||||
| 4311 S Western Blvd | Chicago | IL | 606093012 | None | PC | General Support | $25,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce St | Montgomery | AL | 361042538 | None | PC | General operations to support EJI's work to end mass incarceration, excessive punishment and racial equality | $500,000 |
| Executive Service Corps of Chicago | |||||||
| 207 E Ohio St 212 | Chicago | IL | 60611 | None | PC | General Support | $25,000 |
| Family Advocates Inc | |||||||
| 1104 Indiana Ave | La Porte | IN | 463504946 | None | PC | General Support | $45,000 |
| FCNL Education Fund | |||||||
| 245 2nd St NE | Washington | DC | 200025761 | NONE | PC | General Support | $25,000 |
| Food Bank of Lincoln Inc | |||||||
| 1221 King Bird Rd | Lincoln | NE | 685213008 | None | PC | General Support | $100,000 |
| Food Bank of Northwest Indiana | |||||||
| 6490 Broadway | Merrillville | IN | 464103008 | None | PC | General Support | $50,000 |
| Forward Momentum Chicago NFP | |||||||
| 1530 S State Street Unit G01 | Chicago | IL | 606053148 | none | PC | General Support | $15,000 |
| Fox Lake Rotary Club Foundation | |||||||
| PO Box 363 | Fox Lake | IL | 600200363 | None | PC | Children's Christmas Party | $15,000 |
| Frank Lloyd Wright Foundation | |||||||
| 12621 N Frank Lloyd Wright Blvd | Scottsdale | AZ | 852592537 | None | PC | Taliesin South Wing Restoration | $250,000 |
| Friends of Illinois Nature Preserves | |||||||
| 224 Concord Dr | Dekalb | IL | 601159514 | None | PC | General Support | $60,000 |
| Glidas Club Chicago | |||||||
| 537 N Wells St | Chicago | IL | 606547113 | None | PC | General Support | $30,000 |
| Glidas Club Chicago | |||||||
| 537 N Wells St | Chicago | IL | 606547113 | None | PC | General Support | $15,000 |
| Grant Park Orchestral Association | |||||||
| 205 E Randolph St | Chicago | IL | 606016530 | None | PC | To be added to Grant Park Orchestral Association's endowment fund, created by the Agreement date February 26, 2018 between Fulk Family Foundation, Inc. and Grant Park Orchestral Association and to be made subject to the terms of that agreement. | $1,000,000 |
| HCS Family Services | |||||||
| 19 E Chicago Ave | Hinsdale | IL | 605213431 | None | PC | General Support | $50,000 |
| Hope Chicago Inc | |||||||
| 303 E Wacker Dr STE 360 | Chicago | IL | 606013007 | None | PC | General Support | $50,000 |
| Hope Chicago Inc | |||||||
| 303 E Wacker Dr STE 360 | Chicago | IL | 606013007 | None | PC | General Support | $250,000 |
| Humane Indiana Inc | |||||||
| 8149 Kennedy Ave | Highland | IN | 463221128 | None | PC | $6,168 for surgical complete lights; $933 for three table top scales; $836 for pulse oximeter; $4,650 for a Tono-Pen; $1,590 door replacement; $234 for table mat and $5,589 for general operations | $20,000 |
| Ignite Org | |||||||
| 180 N Michigan Ave STE 1900 | Chicago | IL | 606017477 | None | PC | General Support | $500,000 |
| Illinois Community College System Foundation | |||||||
| 401 E Capitol Ave | Springfield | IL | 627011711 | None | PC | For the Illinois higher education work group project | $25,000 |
| Impacting Veterans Lives Inc | |||||||
| PO Box 278 | Wadsworth | IL | 600830278 | None | PC | Construction Project | $250,000 |
| Indiana State University Office of The Controller | |||||||
| 200 N 7th St | Terre Haute | IN | 478091902 | None | PC | C.H.I.L.L. (Colleagues Helping Implement Lifelong Learning) for the 2023-2024 academic year $15,670 for students and faculty to attend the National Association of Professional Development and $9,330 for community service initiatives. | $25,000 |
| Inner-City Computer Stars | |||||||
| 750 N Orleans St STE 500 | Chicago | IL | 606540507 | NONE | PC | For the New Moms pilot program | $5,000 |
| Institute for Ethnomedicine Inc | |||||||
| PO Box 3464 | Jackson | WY | 830013464 | None | PC | Purchase of a qPCR | $25,000 |
| Institute for Ethnomedicine Inc | |||||||
| PO Box 3464 | Jackson | WY | 830013464 | None | PC | General Support | $150,000 |
| Institute for Latino Progress | |||||||
| 2520 S Western Ave | Chicago | IL | 606084808 | NONE | PC | For project AMOR | $25,000 |
| Institute for the Advancement of Journalistic Clarity dba Counter Punch | |||||||
| PO Box 228 | Petrolia | CA | 95558 | None | PC | General Support | $25,000 |
| Ivy Tech Foundation Inc | |||||||
| 50 W Fall Creek Pkwy North | Indianapolis | IN | 46208 | None | PC | Renovation of the lab, classroom and tool room of IVY Tech's Machine Tool Program at the East Chicago Indiana campus | $1,000,000 |
| Joining Forces Saving Lives | |||||||
| 4660 S 86th Ct | Lincoln | NE | 685269209 | NONE | PC | General Support | $15,000 |
| Kentucky Natural Lands Trust Inc | |||||||
| 433 Chestnut St | Berea | KY | 404031510 | None | PC | General Support | $50,000 |
| Lake Bluff Open Lands Association | |||||||
| PO Box 449 | Lake Bluff | IL | 600440449 | NONE | PC | General Support | $10,000 |
| Lake Forest Open Lands | |||||||
| 350 N Waukegan Rd | Lake Forest | IL | 600451620 | None | PC | Summer Scholarships | $25,000 |
| Lambs Farm Inc | |||||||
| 14245 W Rockland Rd | Libertyville | IL | 600489713 | None | PC | General Support | $50,000 |
| Latino Policy Forum | |||||||
| 180 N Michigan Avenue 1250 | Chicago | IL | 60601 | None | PC | to expand its development department to increase fundraising and to increase the forum's financial reserves to an amount equal to cover expenses for six months | $950,000 |
| Latino Policy Forum | |||||||
| 180 N Michigan Avenue 1250 | Chicago | IL | 60601 | None | PC | to address migrant needs | $50,000 |
| Latinos Count Inc | |||||||
| 428 W Sherwood Ter | Fort Wayne | IN | 468072736 | NONE | PC | Northwest Indiana Scholarship Fund | $25,000 |
| Laurent House Foundation Inc | |||||||
| 4646 Spring Brook Rd | Rockford | IL | 611146362 | None | PC | General Support | $25,000 |
| Legacy Foundation Inc | |||||||
| 370 E 84th Dr STE 100 | Merrillville | IN | 464106643 | NONE | PC | Renovation and expansion of office space at the Food Bank of Northwest Indiana located at 6490 Broadway, Merrillville, Indiana | $150,000 |
| Lemons of Love Inc | |||||||
| 433 E Golf Rd | Des Plaines | IL | 600162233 | NONE | PC | General Support | $25,000 |
| Lincoln Childrens Zoo | |||||||
| 1222 S 27th St | Lincoln | NE | 685021832 | NONE | PC | For use as follows: $200,000 for the master plan and $200,000 for capital improvement projects | $400,000 |
| Lincoln Community Playhouse | |||||||
| 2500 S 56th St | Lincoln | NE | 685063503 | NONE | PC | For the purchase of the book "children's encyclopedia of life" to be given to each child attending the play "finding Nemo", for transportation of the children if needed, with any excess funds to be used for general operations | $10,000 |
| Lincoln Park Conservancy | |||||||
| PO Box 14703 | Chicago | IL | 60614 | NONE | PC | In satisfaction of the Challenge Grant Agreement dated September 6, 2023 | $50,000 |
| Lincoln Park Village Inc | |||||||
| 2502 N Clark St | Chicago | IL | 606141850 | NONE | PC | The Health and Well Being Program and the Brain Health and Memory Loss Program | $500,000 |
| Loyola University of Chicago | |||||||
| 820 N Michigan Ave | Chicago | IL | 60611 | NONE | PC | Continuing scholars, Arrupe College | $500,000 |
| Loyola University of Chicago | |||||||
| 820 N Michigan Ave | Chicago | IL | 60611 | NONE | PC | General Support | $300,000 |
| Matt Talbot Kitchen & Outreach Inc | |||||||
| PO Box 80935 | Lincoln | NE | 685010935 | NONE | PC | To use as follows: $75,000 as a match to the permanent endowment fund and $25,000 for general operations | $100,000 |
| Midnight Circus in the Parks | |||||||
| 1 S Dearborn ST | Chicago | IL | 606032302 | NONE | PC | General Support | $25,000 |
| Minneapolis Foundation | |||||||
| 800 IDS Center 80 S 8th ST | Minneapolis | MN | 55402 | NONE | PC | General Support | $150,000 |
| Montgomery County Community Foundation Inc | |||||||
| PO Box 334 | Crawfordsville | IN | 479330334 | NONE | PC | $20,000 for FISH Pantry; $10,000 general operating funds to Youth Service Bureau, $5,000 for Kathy Steele Park Endowment Fund and $30,000 for the Frances Wooden Park Endowment Fund | $65,000 |
| Montgomery County Community Foundation Inc | |||||||
| PO Box 334 | Crawfordsville | IN | 479330334 | NONE | PC | the construction, furnishings and operational support of the Montgomery County Early Learning Center | $1,000,000 |
| Montgomery County Community Foundation Inc | |||||||
| PO Box 334 | Crawfordsville | IN | 479330334 | NONE | PC | FISH Food pantry of Montgomery County for the purchase of a van for food transport | $60,000 |
| Montgomery County Community Foundation Inc | |||||||
| PO Box 334 | Crawfordsville | IN | 479330334 | NONE | PC | $25,000 for Vanity Theater capital repairs; $5,000 for Bethel AME Church signage, $50,000 for Recovery Coalition's kitchen renovation; $3,000 for New Freedom Baptist Church for servicing and inspection fees for the chair lift; $2,000 for Crafordsville Public Library for purchase of books in Spanish; and $15,000 general operation funds for Montgomery County Community Foundation | $100,000 |
| Montgomery County Community Foundation Inc | |||||||
| PO Box 334 | Crawfordsville | IN | 479330334 | NONE | PC | Athens Art Gallery | $15,000 |
| National Audubon Society Inc | |||||||
| 255 Varick Street 7th Floor | New York | NY | 100144396 | NONE | PC | Calumet Project Audobon Great Lakes | $40,000 |
| National-Louis University | |||||||
| 1000 Capitol Dr | Wheeling | IL | 600907201 | NONE | PC | to develop and pilot the Learn & Earn in Three (LE3) model for undergraduate education | $250,000 |
| Nebraska Community Foundation | |||||||
| 8100 S 15th St STE A | Lincoln | NE | 685129438 | NONE | PC | For use as follows: $100,000 as an unrestricted grant to Nebraska Community Foundation; $50,000 for the Youth Engagement Fund for alter designation; $75,000 for the Youth Engagement Fund for Interns; $100,000 for the Administration Fund for later designation | $325,000 |
| Nebraska Community Foundation | |||||||
| 8100 S 15th St STE A | Lincoln | NE | 685129438 | NONE | PC | For the administration Fund for later designation | $50,000 |
| Nebraska Community Foundation | |||||||
| 8100 S 15th St STE A | Lincoln | NE | 685129438 | NONE | PC | Hometown Challenge Grants | $75,000 |
| Nebraska Humanities Council | |||||||
| 215 Centennial Mall S STE | Lincoln | NE | 685081868 | NONE | PC | $25,000 for the 28th annual governor's lecture in the humanities and $25,000 for prime time family reading time | $50,000 |
| Newberry Consort NFP | |||||||
| 1059 N Hermitage Ave Apt 3R | Chicago | IL | 606223269 | NONE | PC | For development advice and related administrative support | $50,000 |
| Nicasa NFP | |||||||
| 31979 N Fish Lake Rd | Round Lake | IL | 600739517 | NONE | PC | General Support | $50,000 |
| Night Ministry | |||||||
| 1735 N Ashland Ave Suite | Chicago | IL | 60622 | NONE | PC | General Support | $500,000 |
| Noble Network of Character Schools | |||||||
| 2020 North Noble Street | Chicago | IL | 60622 | None | PC | for school and web-based support and additional education and training around social emotional learning | $500,000 |
| Noble Network of Character Schools | |||||||
| 2020 North Noble Street | Chicago | IL | 60622 | None | PC | To increase mental health and social emotional learning programs and resources in Noble's Charter schools | $500,000 |
| Northern Illinois Food Bank | |||||||
| 273 Dearborn Ct | Geneva | IL | 601343587 | NONE | PC | General Support | $50,000 |
| Northwestern Memorial Healthcare-Northwestern Memorial Foundation | |||||||
| 541 N Fairbanks Court STE 800 | Chicago | IL | 60611 | NONE | PC | transportation assistance for patients of north oncology | $50,000 |
| Northwestern University | |||||||
| 1201 Davis St Third Floor | Evanston | IL | 60208 | NONE | PC | The early childhood research alliance of chicago | $500,000 |
| Northwestern University - Kellogg School of Management | |||||||
| 1007 Church Street STE 400 | Evanston | IL | 60201 | NONE | PC | General Support | $20,000 |
| Northwestern University - Kellogg School of Management | |||||||
| 1007 Church Street STE 400 | Evanston | IL | 60201 | NONE | PC | to fund Kellogg leadership training for not-for-profit executives in Lake County, IL | $250,000 |
| Open Books LTD | |||||||
| 651 W Lake ST | Chicago | IL | 606611012 | NONE | PC | to expand Dolly Parton's imagination library in Chicago | $500,000 |
| Opportunity Enterprises Inc | |||||||
| 2801 Evans Ave | Valpariso | IN | 463836940 | NONE | PC | in satisfaction of the gift agreement and challenge grant dated august 25, 2023 | $100,000 |
| Paws Chicago | |||||||
| 1997 N Clybourn Ave | Chicago | IL | 606144922 | None | PC | General Support | $60,000 |
| Piedmont Park Conservancy Inc | |||||||
| PO Box 570355 | Atlanta | GA | 30357 | NONE | PC | General Support | $25,000 |
| Planned Parenthood of Illinois | |||||||
| 17 N State Street | Chicago | IL | 606023315 | NONE | PC | General Support | $100,000 |
| Preservation Foundation of the Lakecounty Forest Preserves | |||||||
| 1899 W Winchester RD | Libertyville | IL | 600485367 | NONE | PC | to establish an endowment fund for stewardship at the Green Belt Forest Preserve per our Agreement dated February 26, 2024 | $1,000,000 |
| Resurrection Project | |||||||
| 1818 S Paulina St | Chicago | IL | 606082719 | NONE | PC | General Support | $25,000 |
| Round Lake Cusd 116 | |||||||
| 884 W Nippersink Rd | Round Lake | IL | 60073 | NONE | PC | Mountain Top Program | $75,000 |
| Saje | |||||||
| 152 W 32nd St | Los Angeles | CA | 900073809 | NONE | PC | General Support | $60,000 |
| School of American Music | |||||||
| 14 Maple Street | Three Oaks | MI | 49128 | NONE | PC | to add to its future fund endowment for the purposes as set forth in the unrestricted endowment gift agrement between fulk family foundation, inc. and school of american music dated november 22, 2020. | $15,000 |
| Southern Illinois University Foundation | |||||||
| 1235 Douglas Dr | Carbondale | IL | 629012591 | NONE | PC | the Saluki Step-Ahead program | $1,000,000 |
| Southern Illinois University Foundation | |||||||
| 1235 Douglas Dr | Carbondale | IL | 629012591 | NONE | PC | the Saluki Ball | $100,000 |
| Southwest Collective | |||||||
| 4444 S Pulaski Rd | Chicago | IL | 606324011 | None | PC | for aid to new arrivals | $25,000 |
| St Catherine Hospital Inc | |||||||
| 4321 Fir St | East Chicago | IN | 463123049 | NONE | PC | renovation of the medical surgical unit on 5 West | $100,000 |
| St Catherine Hospital Inc | |||||||
| 4321 Fir St | East Chicago | IN | 463123049 | NONE | PC | the renovation and expansion of the emergency room | $300,000 |
| St Catherine Hospital Inc | |||||||
| 4321 Fir St | East Chicago | IN | 463123049 | NONE | PC | the renovation and expansion of the emergency room | $200,000 |
| 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 Support | $150,000 |
| The Joffrey Ballet | |||||||
| 10 East Randolph Street | Chicago | IL | 60601 | NONE | PC | for the replacement of seven studio floors in the Joffrey Ballet's locations at the Joffrey Tower and South Loop | $800,000 |
| The National Museum of Puerto Rican Arts and Culture | |||||||
| 3015 W Division St | Chicago | IL | 606222739 | None | PC | in accordance with our challenge grant agreement dated august 22, 2023. | $100,000 |
| The Salvation Army - Memphis & Mid-South Chapter | |||||||
| 696 Jackson Ave | Memphis | TN | 38105 | NONE | PC | according to our commitment letter dated August 10, 2023 for a $1 for $1 match up to a total amount of $25,000 for the 2023 Red Kettle match | $25,000 |
| United States Hispanic Leadership Institute Inc | |||||||
| 431 S Dearborn St Apt 1203 | Chicago | IL | 606051152 | NONE | PC | the Indiana Rising Star Program | $75,000 |
| Uniting Voices | |||||||
| 78 E Washington St | Chicago | IL | 606024801 | None | PC | General Support | $15,000 |
| University of Nebraska | |||||||
| 1010 Lincoln Mall STE 300 | Lincoln | NE | 68508 | None | PC | $25,000 for UNMC Complete dental hygiene sealant program fund - LPS, $25,000 for UNMC dental hygiene sealant program fund - OPS, and $150,000 for the college of dentitry's veteran's clinic | $200,000 |
| University of Nebraska | |||||||
| 1010 Lincoln Mall STE 300 | Lincoln | NE | 68508 | None | PC | Nebraska Innovation studio fund #01144780-Veterans' Project | $60,000 |
| Waukegan to College NFP | |||||||
| 410 Grand Ave | Waukegan | IL | 600854227 | None | PC | General Support | $50,000 |
| William Penn House | |||||||
| 515 E Capitol St SE | Washington | DC | 200031142 | NONE | PC | General Support | $25,000 |
| Working Bikes | |||||||
| 2434 S Western Ave | Chicago | IL | 606084723 | NONE | PC | General Support | $15,000 |
| Young Invincibles | |||||||
| 1025 Connecticut Ave NW | Washington | DC | 200365405 | NONE | PC | General operations in Chicago and Illinois | $25,000 |
| THE MINNEAPOLIS FOUNDATION | |||||||
| 800 IDS CENTER 80 S 8TH ST | MINNEAPOLIS | MN | 55402 | NONE | PC | GENERAL SUPPORT | $218,375 |
| THE MINNEAPOLIS FOUNDATION | |||||||
| 800 IDS CENTER 80 S 8TH STREET | MINNEAPOLIS | MN | 55402 | NONE | PC | GENERAL PURPOSE | $200,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,369,265 | 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 | $2,914,595 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Partnership Income | 901101 | $12,271 | 41 | -$4,130 |
| Miscellaneous Income | 41 | $289 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,271 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,917,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,929,366 | 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 | $90,860 | Amt |
| Net Investment Income | $45,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,430 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $35,958,396 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $36,586,789 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $61,425 | LegalFeesAmt |
| Net Investment Income | $12,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,140 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Stone Arch Capital II | $362,765 | $0 | $0 |
| CVE-Kauffman | $427,292 | $0 | $0 |
| Phoenix Venture | $13,567 | $13,367 | $13,367 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV LESS THAN TAX BASIS ON PARTNERSHIP INTERESTS TRANSFERRED TO CHARITY | Desc |
| Amt | $372,325 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foundation Source Fees | $80,050 | $16,010 | $64,040 |
| Insurance | $8,884 | $1,777 | $7,107 |
| Subscriptions | $1,004 | $201 | $803 |
| Repairs and Maintenance | $4,010 | $802 | $3,208 |
| Postage | $1,951 | $390 | $1,561 |
| Computer Expense | $27,331 | $5,466 | $21,865 |
| Office Expense | $6,511 | $1,302 | $5,209 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $8,141 | -$4,130 |
| Miscellaneous Income | $289 | $289 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $16,816 | Amt |
| Net Investment Income | $16,816 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $59,812 | $11,962 | $47,849 |
| Federal Excise Tax | $17,500 | ||
| Foreign Taxes | $4,275 | $4,275 | |
| State Taxes | $3,048 | $3,048 |