KULLMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KULLMAN FAMILY FOUNDATION (EIN 81-2068836)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202511209349102351
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T14:31:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510312742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST SP SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET ST 4TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812068836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KULLMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KULL | BusinessNameControlTxt |
| Phone | 3026518300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET 4TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KULLMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026518300 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA GOICURIA | PreparerPersonNm |
| PTIN | P02271914 | PTIN |
| Phone | 3024274618 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,714,519 | 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 | $589,254 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61,014 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,014 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $365,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $365,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $475,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,882,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,561 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,491,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $902,083 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,168 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,168 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,036 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $755,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $755,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $862,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $762,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $628,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,047 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $404 | CashBOYAmt |
| Cash EOY | $227 | CashEOYAmt |
| Cash EOYFMV | $227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $337,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,640 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,450,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,485,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,521,951 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,480,434 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,336,738 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,282,124 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $434,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $460,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $449,577 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,703,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,744,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,714,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,703,608 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,744,339 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,703,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,744,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,703,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,744,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,703,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $628,958 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,332,566 | SubtotalAmt |
| Other Decreases | $588,227 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,744,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3900 SHARES OF DUPONT DE NEMOURS INC | 2023-01-01 | 2024-09-19 | $325,639 | $410,364 | -$84,725 | -$84,725 |
| 2921 SHARES OF DUPONT DE NEMOURS INC | 2023-01-01 | 2024-02-20 | $198,230 | $307,352 | -$109,122 | -$109,122 |
| 4300 SHARES OF DOW INC | 2023-01-01 | 2024-09-19 | $226,723 | $296,468 | -$69,745 | -$69,745 |
| 2270 SHARES OF DUPONT DE NEMOURS INC | 2023-01-01 | 2024-06-05 | $181,390 | $238,853 | -$57,463 | -$57,463 |
| 2846 SHARES OF DOW INC | 2023-01-01 | 2024-06-05 | $157,910 | $196,220 | -$38,310 | -$38,310 |
| 2035 UNITS OF ISHARES S&P SM-CAP 600 GROWTH ETF | 2023-01-01 | 2024-11-27 | $303,702 | $187,327 | $116,375 | $116,375 |
| 6607.679 UNITS OF VANGUARD COMMODITY STRAT | 2024-01-01 | 2024-05-01 | $169,487 | $169,712 | -$225 | -$225 |
| 7112 SHARES OF CHEMOURS COMPANY | 2023-01-01 | 2024-02-20 | $201,285 | $138,648 | $62,637 | $62,637 |
| 5138 UNITS OF ISHARES GLOBAL REIT ETF | 2023-01-01 | 2024-04-30 | $114,223 | $134,437 | -$20,214 | -$20,214 |
| 1900 SHARES OF DUPONT DE NEMOURS INC | 2023-01-01 | 2024-11-21 | $156,747 | $128,661 | $28,086 | $28,086 |
| 10000 SHARES OF CHEMOURS COMPANY | 2023-01-01 | 2024-11-21 | $199,164 | $121,226 | $77,938 | $77,938 |
| 5850 SHARES OF CHEMOURS COMPANY | 2023-01-01 | 2024-06-05 | $140,143 | $89,074 | $51,069 | $51,069 |
| 2200 SHARES OF DOW INC | 2023-01-01 | 2024-11-21 | $97,546 | $83,814 | $13,732 | $13,732 |
| 880 SHARES OF CANADIAN NATURAL RESOURCES LTD | 2023-01-01 | 2024-11-21 | $30,368 | $41,187 | -$10,819 | -$10,819 |
| 479 UNITS OF ISHARES CORE MSCI EAFE ETF | 2023-01-01 | 2024-07-22 | $35,645 | $33,893 | $1,752 | $1,752 |
| 775 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR | 2023-01-01 | 2024-11-21 | $145,082 | $30,605 | $114,477 | $114,477 |
| 615 SHARES OF TOTALENERGIES SE SPONSORED ADR | 2023-01-01 | 2024-11-21 | $37,097 | $18,417 | $18,680 | $18,680 |
| 820 SHARES OF NOVO-NORDISK A/S SPONS ADR | 2023-01-01 | 2024-11-21 | $83,778 | $18,142 | $65,636 | $65,636 |
| 105 SHARES OF ASML HOLDING N.V. ADR | 2023-01-01 | 2024-11-21 | $68,853 | $17,515 | $51,338 | $51,338 |
| 255 UNITS OF ISHARES S&P 500 GROWTH ETF | 2023-01-01 | 2024-04-30 | $20,917 | $16,333 | $4,584 | $4,584 |
| 6607.679 UNITS OF VANGUARD COMMODITY STRAT | 2023-01-01 | 2024-05-01 | $16,024 | -$16,024 | -$16,024 | |
| 130 SHARES OF ADOBE INC | 2023-01-01 | 2024-11-21 | $65,008 | $14,164 | $50,844 | $50,844 |
| 1500 SHARES OF CORTEVA INC | 2023-01-01 | 2024-11-21 | $89,460 | $13,647 | $75,813 | $75,813 |
| 203 UNITS OF ISHARES CORE MSCI EMERGING | 2023-01-01 | 2024-04-30 | $10,504 | $13,300 | -$2,796 | -$2,796 |
| 220 SHARES OF AMAZON.COM INC | 2023-01-01 | 2024-06-05 | $39,737 | $8,922 | $30,815 | $30,815 |
| 300 SHARES OF BLACKSTONE INC | 2023-01-01 | 2024-11-21 | $56,814 | $6,483 | $50,331 | $50,331 |
| 200 SHARES OF APPLE INC | 2023-01-01 | 2024-11-21 | $45,428 | $5,722 | $39,706 | $39,706 |
| 528 SHARES OF CORTEVA INC | 2023-01-01 | 2024-06-05 | $28,303 | $4,804 | $23,499 | $23,499 |
| 41 SHARES OF ADOBE INC | 2023-01-01 | 2024-06-05 | $18,753 | $4,467 | $14,286 | $14,286 |
| 9 UNITS OF ISHARES S&P 500 VALUE ETF | 2023-01-01 | 2024-04-30 | $1,615 | $1,342 | $273 | $273 |
| 40000 PAR VALUE OF VIRGINIA EL & PWR | 2023-01-01 | 2024-01-03 | $39,866 | $40,003 | -$137 | -$137 |
| 20000 PAR VALUE OF CHARLES SCHWAB CORP | 2023-01-01 | 2024-02-23 | $19,941 | $19,990 | -$49 | -$49 |
| 20000 PAR VALUE OF AMAZON.COM INC | 2023-01-01 | 2024-03-06 | $19,821 | $19,971 | -$150 | -$150 |
| 15000 PAR VALUE OF CHARLES SCHWAB CORP | 2023-01-01 | 2024-03-06 | $14,978 | $14,992 | -$14 | -$14 |
| 60000 PAR VALUE OF GOLDMAN SACHS GP MTN | 2023-01-01 | 2024-03-21 | $59,695 | $59,924 | -$229 | -$229 |
| 50000 PAR VALUE OF PEPSICO INC | 2024-01-01 | 2024-05-08 | $50,167 | $49,966 | $201 | $201 |
| 20000 PAR VALUE OF AMAZON.COM INC | 2023-01-01 | 2024-05-12 | $20,000 | $19,971 | $29 | $29 |
| 45000 PAR VALUE OF UNITEDHEALTH GROUP | 2023-01-01 | 2024-05-15 | $45,000 | $45,002 | -$2 | -$2 |
| 55000 PAR VALUE OF EXXON MOBIL CORP | 2023-01-01 | 2024-05-29 | $53,000 | $55,863 | -$2,863 | -$2,863 |
| 60000 PAR VALUE OF GLAXOSMITHKLINE CAP | 2023-01-01 | 2024-06-01 | $60,000 | $59,764 | $236 | $236 |
| 40000 PAR VALUE OF JOHN DEERE CAP MTN | 2023-01-01 | 2024-08-21 | $39,900 | $39,974 | -$74 | -$74 |
| 35000 PAR VALUE OF ASTRAZENECA PLC | 2023-01-01 | 2024-09-05 | $34,616 | $35,445 | -$829 | -$829 |
| 40000 PAR VALUE OF SIMON PROP GP LP | 2023-01-01 | 2024-09-05 | $39,926 | $39,969 | -$43 | -$43 |
| 15000 PAR VALUE OF BANK NOVA SCOTIA | 2023-01-01 | 2024-10-28 | $14,689 | $15,018 | -$329 | -$329 |
| 75000 PAR VALUE OF INTEL CORP | 2023-01-01 | 2024-11-04 | $997 | -$997 | -$997 | |
| 75000 PAR VALUE OF INTEL CORP | 2024-01-01 | 2024-11-04 | $72,768 | $72,712 | $56 | $56 |
| 50000 PAR VALUE OF VERIZON COMM INC | 2023-01-01 | 2024-11-26 | $48,322 | $49,995 | -$1,673 | -$1,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,561 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,148 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,148 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,020 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,872 | OverpaymentAmt |
| Applied To ES Tax | $6,872 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILMINGTON TRUST SP SERVICES INC | IndividualWithBooksNm |
| Phone | 3026518300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET 4TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KULLMAN | ||||||||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | PRESIDENT/CLASS A DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET KULLMAN | ||||||||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | TREASURER/CLASS A DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN KULLMAN | ||||||||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | SECRETARY/CLASS A DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN J KULLMAN | ||||||||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | CLASS A DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL E KULLMAN | ||||||||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | CLASS A DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET 4TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $100,036 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,299,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,299,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,299,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,040,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,148 | TotalTaxAmt |
| Distributable Before Adj | $840,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $840,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $840,867 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $762,318 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $762,318 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $840,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $750,309 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $762,318 | QualifyingDistributionsAmt |
| Applied To Year1 | $750,309 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,009 | 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 | $828,858 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KULLMAN FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET 4TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026518300 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS CAN BE SUBMITTED TO THE FOUNDATION FROM QUALIFIED IRC SECTION 501(C)(3) ORGANIZATIONS, SUPPORTED BY SUCH FOLLOW-UP DETAIL AND BUDGETING INFORMATION AS THE BOARD MAY REQUIRE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DELAWARE ART MUSEUM | ||||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $50,000 | |
| DELAWARE THEATRE COMPANY | ||||||||
| 200 WATER STREET | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $10,000 | |
| JOHN HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH DEVELOPMENT | ||||||||
| 750 E PRATT STREET 14TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $10,000 | |
| NORTHWESTERN UNIVERSITY - KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 1007 CHURCH STREET SUITE 400 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $100,000 | |
| TOWER HILL SCHOOL | ||||||||
| 2813 W 17TH STREET | WILMINGTON | DE | 19806 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $150,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $200,000 | |
| THOMAS JEFFERSON HOSPITAL | ||||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $50,000 | 1101 MARKET STREET 22ND FL |
| HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC | ||||||||
| 5105 KENNETT PIKE | WINTERTHUR | DE | 19735 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $50,000 | |
| ALUMNI ASSOCIATION OF UNIVERSITY OF VIRGINIA | ||||||||
| 211 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $10,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| C/O MICHELE SNYDER 99 GANSEVOORT | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $5,000 | STREET |
| BOYS AND GIRLS CLUB OF DELAWARE | ||||||||
| 669 S UNION STREET | WILMINGTON | DE | 19805 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $50,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $25,000 | |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $10,000 | FLOOR |
| DELAWARE WILD LANDS INC | ||||||||
| PO BOX 505 | ODESSA | DE | 19730 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $10,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58E 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $755,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,014 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $475,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $902,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $902,083 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL KULLMAN | |||||||
| 1 | 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | $21,210 | Yes (X) | Yes (X) |
| MICHAEL KULLMAN | |||||||
| 2 | 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | $416,805 | Yes (X) | Yes (X) |
| ELLEN KULLMAN | |||||||
| 3 | 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | $151,239 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 9 SHARES OF FAIR ISAAC INC | $21,210 | 2024-11-25 |
| 2 | 3000 SHARES OF NVIDIA CORP COM | $416,805 | 2024-11-25 |
| 3 | 1025 SHARES OF NVIDIA CORP COM | $151,239 | 2024-11-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,168 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,168 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORPORATE BONDS | BondNm |
| EOY Book Value | $4,336,738 | EOYBookValueAmt |
| EOYFMV | $4,282,124 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $7,485,902 | EOYBookValueAmt |
| EOYFMV | $12,521,951 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $460,832 | BookValueAmt |
| EOYFMV | $449,577 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTION FAIR MARKET VALUE DIFFERENTIAL | Desc |
| Amt | $588,227 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $100,036 | Amt |
| Net Investment Income | $100,036 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ELLEN KULLMAN | |||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 |
| MICHAEL KULLMAN | |||
| 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DE FRANCHISE TAX | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |