FULTON FORWARD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FORWARD FOUNDATION (EIN 84-3024170)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349105388
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T19:11:18-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843024170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FORWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM S GLOVER | InCareOfNm |
| Business Name Control | FULT | BusinessNameControlTxt |
| Foreign Phone | 7173272329 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian T DeMild | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brian T | PersonFirstNm |
| Person Last | DeMild | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,056,968 | 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 | $879,819 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,407 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31,407 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $0 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $0 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $911,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,407 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,407 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| 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 Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | 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 | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,218,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,218,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,218,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,218,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,307,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,407 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,364,659 | CashBOYAmt |
| Cash EOY | $525,561 | CashEOYAmt |
| Cash EOYFMV | $525,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,531,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,531,407 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,364,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,056,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,056,968 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,879,242 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,514,468 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $485,417 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $542,500 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,364,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,056,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,364,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,056,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,364,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,307,691 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,056,968 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,056,968 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $437 | SubtotalAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $437 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FULTONBANK.COM | WebsiteAddressTxt |
| Individual With Books | BRIAN T DEMILD | IndividualWithBooksNm |
| Phone | 7173272329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S GLOVER | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BRIAN T DEMILD | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | TREASURER | 4.00 | $0 | $0 | $0 |
| MARK A CROWE | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | SECRETARY | 3.00 | $0 | $0 | $0 |
| KAREN MOORE | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | SECRETARY | 3.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,013,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,013,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,013,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,938,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $246,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $246,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $246,499 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,218,917 | 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 | $2,218,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $246,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr3 | $608,710 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $212,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $942,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,218,917 | QualifyingDistributionsAmt |
| Applied To Current Year | $246,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,972,418 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,914,610 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,914,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $608,710 | ExcessFromYear3Amt |
| Excess From Year2 | $212,609 | ExcessFromYear2Amt |
| Excess From Year1 | $120,873 | ExcessFromYear1Amt |
| Excess From Current Year | $1,972,418 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| William S Glover | ||||||||
| One Penn Square | Lancaster | PA | 17602 | 7177358538 | SGlover@fultonbank.com | Application found on Fulton Bank's website. Supporting documentation must include but not limited to: a signed W9 of the organization Mission Statement event flyer or 1-to-2-page description detailing the donation or sponsorship specifications and or 501c3 nonprofit tax exemption letter if applicable. We encourage any other pertinent material to help support your request. | December 30th | The Foundation will provide financial impact gifts of $20,000 or more to 501c3 community organizations that share Fulton's vision of advancing economic empowerment particularly in underserved communities. To make the most meaningful impact we focus our grant giving on our Four Key Pillars. The Impact Grant request must align with one or more of the following: Affordable Housing & Home Ownership Job Training & Workforce Development Financial Education & Economic Empowerment and or Diversity Equity & Inclusion. |
| William S Glover | ||||||||
| One Penn Square | Lancaster | PA | 17602 | 7177358538 | SGlover@fultonbank.com | Application found on Fulton Bank's website. Supporting documentation must include but not limited to: a signed W9 of the organization Mission Statement event flyer or 1-to-2-page description detailing the donation or sponsorship specifications and or 501c3 nonprofit tax exemption letter if applicable. We encourage any other pertinent material to help support your request. | June 30th | The Foundation will provide financial impact gifts of $20,000 or more to 501c3 community organizations that share Fulton's vision of advancing economic empowerment particularly in underserved communities. To make the most meaningful impact we focus our grant giving on our Four Key Pillars. The Impact Grant request must align with one or more of the following: Affordable Housing & Home Ownership Job Training & Workforce Development Financial Education & Economic Empowerment and or Diversity Equity & Inclusion. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alvernia University - OPake Insitutes Student Powered Business Incubator | ||||||||
| 400 Saint Bernardine Street | Reading | PA | 19607 | No Relationship | PF | O'Pake Institute Funding | $60,000 | |
| YWCA Lancaster - 2023 Race Against Racism | ||||||||
| 110 N Lime Street | Lancaster | PA | 17602 | No Relationship | PF | 2023 Race Against Racism | $20,000 | |
| Pennsylvania CDFI Network | ||||||||
| 400 Market Street | Philadelphia | PA | 19106 | No Relationship | PF | Economic Empowerment | $50,000 | Suite 210 |
| Hopeworks N' Camden | ||||||||
| 808 Market Street | Camden | NJ | 08102 | No Relationship | PF | Recode Your Future Training Program | $25,000 | 3rd Floor |
| Sustainable Business Network of Greater Philadelphia | ||||||||
| 1528 Walnut Street | Philadelphia | PA | 19102 | No Relationship | PF | Diverse Business Ecosystem Initiative | $25,000 | 21st Floor |
| Community College of Philadelphia Foundation | ||||||||
| 1700 Spring Garden Street | Philadelphia | PA | 19130 | No Relationship | PF | Bridging the Funding Gap Scholarships | $20,000 | Annex 7th Floor |
| Warren County Habitat for Humanity | ||||||||
| 31 Belvidere Avenue | Washington | NJ | 07882 | No Relationship | PF | Affordable Housing for Veterans in Warren County NJ | $20,000 | |
| New Hill Development Corporation | ||||||||
| 401 East Market Street | Charlottesville | VA | 22902 | No Relationship | PF | Building a Firm Foundation: Financial Capability Programming in Charlottesville VA Through New Hill Development Corporation | $50,000 | Suite 14 |
| Camden Shipyard Maritime Museum | ||||||||
| 1912 S Broadway | Camden | NJ | 08104 | No Relationship | PF | Camden Carpenters Union Pre-Apprenticeship Program | $20,000 | |
| Habitat for Humanity Philadelphia | ||||||||
| 1829 N 19th Street | Philadelphia | PA | 19121 | No Relationship | PF | Coltrane Commons Development Project | $50,000 | |
| Boys Girls Clubs of Philadelphia | ||||||||
| 1518 Walnut Street | Philadelphia | PA | 19102 | No Relationship | PF | Expanding and Enhancing Teen programming | $20,000 | Suite 712 |
| Partnership for Economic Development of York County | ||||||||
| 144 Roosevelt Avenue | York | PA | 17401 | No Relationship | PF | BLOOM Business Empowerment Center Small Business Development Program | $30,000 | Suite 100 |
| York Habitat for Humanity | ||||||||
| 33 S Seward Street | York | PA | 17404 | No Relationship | PF | York Habitat Homeownership Projects | $50,000 | |
| Lancaster City Alliance | ||||||||
| 115 East King Street | Lancaster | PA | 17602 | No Relationship | PF | City of Lancaster - clean safe and vibrant city for all | $120,000 | |
| HCC Foundation for Workforce Development Scholorships | ||||||||
| 11400 Robinwood Drive | Hagerstown | MD | 21742 | No Relationship | PF | HCC Foundation for Workforce Development and Training Scholarships | $30,000 | ATC 125 |
| African American Chamber of Commerce of NJ | ||||||||
| 379 West State Street | Trenton | NJ | 08618 | No Relationship | PF | Economic empowering african american communities in NJ | $20,000 | |
| Network for Teaching Entrepreneurship | ||||||||
| 120 Wall Street | New York | NY | 10005 | No Relationship | PF | Power of entrepreurship to youth in low-income communities | $31,250 | 18th Floor |
| PA Chamber Foundation | ||||||||
| 417 Walnut Street | Harrisburg | PA | 17101 | No Relationship | PF | Workforce development | $41,667 | |
| Lancaster Lebanon Habitat for Humanity | ||||||||
| 443 Fairview Avenue | Lancaster | PA | 17603 | No Relationship | PF | Open Doors: Lancaster Lebanon Habitat's 2021-2026 Building Campaign | $25,000 | |
| The Enterprise Center | ||||||||
| 4548 Market Street | Philadelphia | PA | 19139 | No Relationship | PF | The Enterprise Center Capital Readiness Funding Commitment | $100,000 | |
| Financial Wellness Institute | ||||||||
| 1200 North Delsea Drive | Westville | NJ | 08093 | No Relationship | PF | Family Self-Sufficiency | $50,000 | Suite 1 |
| Big Picture Alliance | ||||||||
| 924 Cherry Street | Philadelphia | PA | 19107 | No Relationship | PF | Media Futures | $20,000 | 5th Floor |
| YESUSA Transformational Cities | ||||||||
| 1111 Park Avenue | Norfolk | VA | 23504 | No Relationship | PF | YESUSA Community Classroom | $20,000 | |
| Bucks County Opportunity Council | ||||||||
| 721 Veterans Highway | Bristol | PA | 19007 | No Relationship | PF | Economic Self-Sufficiency for Low-Income Families | $25,000 | |
| Coatesville Youth Initiative | ||||||||
| 545 E Lincoln Highway | Coatesville | PA | 19320 | No Relationship | PF | CYI ServiceCorps Youth Workforce and Leadership Development Program | $25,000 | 1st Floor |
| Newfound RiseUp Fund | ||||||||
| 1435 Walnut Street | Philadelphia | PA | 191023219 | No Relationship | PF | Mentor Program | $30,000 | 3rd Floor |
| Junior Achievement of South Central Pennsylavnia | ||||||||
| S George Street | York | PA | 17401 | No Relationship | PF | Inspiring Equitable Tomorrows a DEI Initiative of Junior Achievement of South Central PA | $25,000 | |
| Retail Alliance Foundation | ||||||||
| 838 Granby Street | Norfolk | VA | 23510 | No Relationship | PF | Retail Alliance Foundation | $20,000 | |
| West End Neighborhood House | ||||||||
| 710 N Lincoln Street | Wilmington | DE | 19805 | No Relationship | PF | Launching Success | $75,000 | |
| Habitat for Humanity of New Castle County | ||||||||
| Wilde Avenue | New Castle | DE | 19720 | No Relationship | PF | Route 9 Affordable Homeownership Program | $30,000 | |
| HousingForward Virginia | ||||||||
| 203 N Robinson Street | Richmond | VA | 23220 | No Relationship | PF | Zoned In: Hampton Roads | $20,000 | |
| Junior Achievement of Southeastern PA | ||||||||
| 145 East Swedesford Road | Wayne | PA | 19087 | No Relationship | PF | JA Programming | $20,000 | Unit 1071 |
| Women Empowered to Achieve the Impossible WETATi | ||||||||
| 6304 Somerset Road | Riverdale | MD | 20737 | No Relationship | PF | WETATi Academy Training | $25,000 | |
| La Plaza Delaware | ||||||||
| 22163 Lewes Georgetown Highway | Georgetown | DE | 19947 | No Relationship | PF | La Plaza Delaware Delaware Alliance of Latino Entrepreneurs | $25,000 | |
| National Coalition of 100 Black Women Inc | ||||||||
| 1720 Peachtree Street NW | Atlanta | GA | 30309 | No Relationship | PF | Sister-Nomic$ | $51,000 | North Tower Suite 1020 |
| Junior Achievement of Greater Washington | ||||||||
| 12501 Dalewood Drive | Silver Spring | MD | 20906 | No Relationship | PF | JA Finance Park Montgomery County | $75,000 | 3rd Floor |
| Innovation Works | ||||||||
| 1400 Greenmount Avenue | Baltimore | MD | 21202 | No Relationship | PF | Enterprise Pipeline | $50,000 | Suite B01 |
| Saint Joseph's Carpenter Society | ||||||||
| 20 Church Street | Camden | NJ | 08105 | No Relationship | PF | Building Wealth in Camden | $40,000 | |
| Greater Philadelphia YMCA | ||||||||
| 400 Fayette Street | Conshohocken | PA | 19428 | No Relationship | PF | For the Love of the City | $300,000 | Suite 250 |
| Southside Community Development & Housing Corporation | ||||||||
| 2205 Perry Street | Richmond | VA | 23225 | No Relationship | PF | SCDHC Pathways to Homeownership | $100,000 | |
| Morgan State University Foundation | ||||||||
| P O Box 64261 | Baltimore | MD | 212644261 | No Relationship | PF | Student and Community Impact Grant | $20,000 | |
| Be Org Inc | ||||||||
| 145 W Ostend Street | Baltimore | MD | 21230 | No Relationship | PF | Be. Virtual - Youth Coding + Workforce Development Program | $50,000 | Suite 600 |
| Habitat for Humanity Susquehanna Inc | ||||||||
| 205 S Hays Street | Bel Air | MD | 21015 | No Relationship | PF | Financial Literacy and Affordable Homeownership for Economic Empowerment | $30,000 | |
| Compass Working Capital Inc | ||||||||
| 89 South Street | Boston | MA | 02111 | No Relationship | PF | Expanding Access to Compass FSS in Philadelphia | $20,000 | |
| Leading Youth THorugh Empowerment Inc | ||||||||
| 113 N Market Street | Wilmington | DE | 19801 | No Relationship | PF | Fostering Low-Income Students' College and Career Success | $25,000 | Suite 110 A |
| Shelter House Inc | ||||||||
| 12310 Pinecrest Road | Reston | VA | 20191 | No Relationship | PF | Emergency Shelter Programs | $20,000 | Suite 304 |
| Junior Achievement of Central Maryland Inc | ||||||||
| 1725 Twin Springs Road | Baltimore | MD | 21227 | No Relationship | PF | JA Volunteer Center | $25,000 | |
| Spring Garden Community Devlopment Corporation | ||||||||
| 601 N 17th Street | Philadelphia | PA | 19130 | No Relationship | PF | Spring Garden Community Devlopment Corporation | $20,000 | 1st Floor |
| Community Loan Fund of New Jersey Inc | ||||||||
| 100 Albany Street | New Brunswick | NJ | 08901 | No Relationship | PF | Address Yourself Homeownership Program | $150,000 | Suite 250 |
| Housing Partnership of Chester County Inc | ||||||||
| 41 West Lancaster Avenue | Downingtown | PA | 19335 | No Relationship | PF | First Time Home Buyer Program | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,218,917 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $879,819 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fulton Bank NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Penn Square | AddressLine1Txt |
| City | Lancaster | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
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