KULLMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KULLMAN FAMILY FOUNDATION (EIN 81-2068836)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349102063
- Schema version
- 2022v5.0
- 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
- 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 | 2023-05-11T10:29:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | KULLMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $14,449,581 | 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 | $676,143 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $303,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $303,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,115,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,105,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $429,145 | 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 | $6,787 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,412 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $817,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $817,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $963,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $825,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $765 | CashBOYAmt |
| Cash EOY | $593 | CashEOYAmt |
| Cash EOYFMV | $593 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $420,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $403,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,901,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,874,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,447,905 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,581,034 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,378,327 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,228,432 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $246,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $398,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $369,526 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,150,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,055,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,449,581 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,150,300 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,055,437 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,150,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,055,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,150,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,055,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,150,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,291,911 | SubtotalAmt |
| Other Decreases | $236,474 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,055,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 5000 SHARES OF DOW INC | 2021-01-01 | 2022-05-02 | $334,599 | $344,730 | -$10,131 | -$10,131 |
| 2500 SHARES OF CORTEVA INC | 2021-01-01 | 2022-05-05 | $144,512 | $95,431 | $49,081 | $49,081 |
| 11777.374 UNITS OF T ROWE PRICE LG-CAP GR FD | 2021-01-01 | 2022-08-31 | $238,501 | $238,501 | $238,501 | |
| 11777.374 UNITS OF T ROWE PRICE LG-CAP GR FD | 2022-01-01 | 2022-08-31 | $379,340 | $385,522 | -$6,182 | -$6,182 |
| 30108.605 UNITS OF AMERICAN BEACON SIM | 2021-01-01 | 2022-12-14 | $264,354 | $289,349 | -$24,995 | -$24,995 |
| 2394 SHARES OF CORTEVA INC | 2021-01-01 | 2022-12-14 | $149,377 | $84,921 | $64,456 | $64,456 |
| 127936.479 UNITS OF METWEST | 2021-01-01 | 2022-12-14 | $175,068 | -$175,068 | -$175,068 | |
| 127936.479 UNITS OF METWEST | 2022-01-01 | 2022-12-14 | $1,191,089 | $1,184,177 | $6,912 | $6,912 |
| 430 UNITS OF ISHARES RUSSELL 1000 ETF | 2021-01-01 | 2022-01-31 | $105,243 | $57,509 | $47,734 | $47,734 |
| 889 UNITS OF ISHARES S&P 500 GROWTH ETF | 2021-01-01 | 2022-01-31 | $66,717 | $27,393 | $39,324 | $39,324 |
| 314 UNITS OF ISHARES S&P 500 VALUE ETF | 2021-01-01 | 2022-01-31 | $47,610 | $35,729 | $11,881 | $11,881 |
| 1128 UNITS OF ISHARES CORE MSCI EAFE ETF | 2021-01-01 | 2022-03-04 | $73,455 | $62,154 | $11,301 | $11,301 |
| 163 UNITS OF ISHARES RUSSELL 1000 ETF | 2021-01-01 | 2022-03-25 | $40,612 | $21,800 | $18,812 | $18,812 |
| 203 UNITS OF ISHARES S&P 500 GROWTH ETF | 2021-01-01 | 2022-03-25 | $15,377 | $6,236 | $9,141 | $9,141 |
| 82 UNITS OF ISHARES S&P 500 | 2021-01-01 | 2022-03-25 | $12,773 | $8,918 | $3,855 | $3,855 |
| 354 UNITS OF ISHARES S&P SM-CAP 600 | 2021-01-01 | 2022-03-25 | $44,558 | $26,429 | $18,129 | $18,129 |
| 445 UNITS OF ISHARES S&P SMALL-CAP 600 | 2021-01-01 | 2022-03-25 | $45,806 | $31,155 | $14,651 | $14,651 |
| 1787 UNITS OF ISHARES CORE MSCI | 2021-01-01 | 2022-06-24 | $88,396 | $101,601 | -$13,205 | -$13,205 |
| 543.572 UNITS OF VANGUARD COMMODITY STRAT | 2021-01-01 | 2022-06-24 | $17,927 | $15,579 | $2,348 | $2,348 |
| 564 UNITS OF ISHARES S&P 500 | 2021-01-01 | 2022-07-29 | $81,419 | $58,167 | $23,252 | $23,252 |
| 2520 UNITS OF ISHARES S&P SMALL-CAP 600 | 2022-01-01 | 2022-07-29 | $174,388 | $174,785 | -$397 | -$397 |
| 2520 UNITS OF ISHARES S&P SMALL-CAP 600 | 2021-01-01 | 2022-07-29 | $67,938 | $67,938 | $67,938 | |
| 2316 UNITS OF ISHARES CORE MSCI EAFE | 2021-01-01 | 2022-09-26 | $123,113 | $107,385 | $15,728 | $15,728 |
| 9801 UNITS OF ISHARES CORE MSCI EAFE | 2021-01-01 | 2022-10-31 | $545,249 | $737,931 | -$192,682 | -$192,682 |
| 2850 UNITS OF ISHARES CORE MSCI EMERGING | 2021-01-01 | 2022-10-31 | $119,766 | $186,729 | -$66,963 | -$66,963 |
| 1973 UNITS OF ISHARES S&P SM-CAP 600 GROWTH | 2021-01-01 | 2022-10-31 | $219,967 | $257,489 | -$37,522 | -$37,522 |
| 3337 UNITS OF ISHARES S&P SMALL-CAP 600 | 2021-01-01 | 2022-10-31 | $312,998 | $341,380 | -$28,382 | -$28,382 |
| 35000 PAR VALUE OF ENTERPRISE PRODUCTS | 2021-01-01 | 2022-02-01 | $35,000 | $34,995 | $5 | $5 |
| 55000 PAR VALUE OF CITIGROUP INC | 2021-01-01 | 2022-04-25 | $55,000 | $54,934 | $66 | $66 |
| 50000 PAR VALUE OF PACCAR FINL CORP MTN | 2021-01-01 | 2022-05-10 | $50,000 | $49,973 | $27 | $27 |
| 35000 PAR VALUE OF DUKE ENERGY CORP | 2021-01-01 | 2022-06-09 | $34,958 | $34,928 | $30 | $30 |
| 35000 PAR VALUE OF WALT DISNEY CO | 2021-01-01 | 2022-12-01 | $35,000 | $34,925 | $75 | $75 |
| LT CAPITAL GAINS DISTRIBUTION | 2021-01-01 | 2022-12-31 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,895 | 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 | $26,895 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,201 | OverpaymentAmt |
| Applied To ES Tax | $22,201 | 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 | $91,412 | 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 | $15,094,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,095,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,095,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,868,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,694 | TotalTaxAmt |
| Distributable Before Adj | $738,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $738,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $738,748 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $825,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $825,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $738,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $743,697 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $825,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $743,697 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,056 | 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 | $656,692 | 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 | 1105 N MARKET STREET SUITE 1300 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 (9 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 | |
| NORTHWESTERN UNIVERSITY - KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 1007 CHURCH STREET SUITE 400 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $100,000 | |
| JOHNS HOPKINS UNIVERSITY CENTER FOR AMERICAN INDIAN HEALTH | ||||||||
| 415 N WASHINGTON STREET ROOM 461 | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $92,500 | |
| PARADIGM FOR PARITY INC | ||||||||
| C/O BETH KENT 6 SEDGEWICK VILLAGE | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $25,000 | LANE |
| THE TEEN WAREHOUSE INC | ||||||||
| 1121 THATCHER STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $75,000 | |
| TOWER HILL SCHOOL | ||||||||
| 2813 W 17TH STREET | WILMINGTON | DE | 19806 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $150,000 | |
| ST JOSEPH ON THE BRANDYWINE | ||||||||
| 10 OLD CHURCH ROAD | GREENVILLE | DE | 19807 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $75,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $200,000 | |
| HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC | ||||||||
| 5105 KENNETT PIKE | WINTERTHUR | DE | 19735 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ENDEAVORS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $817,500 | 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 | $38,089 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $429,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,145 | 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 (4 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 | $46,347 | Yes (X) | Yes (X) |
| MICHAEL KULLMAN | |||||||
| 2 | 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | $527,183 | Yes (X) | Yes (X) |
| MICHAEL KULLMAN | |||||||
| 3 | 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | $52,004 | Yes (X) | Yes (X) |
| MICHAEL KULLMAN | |||||||
| 4 | 1100 N MARKET STREET 4TH FL | WILMINGTON | DE | 19890 | $50,609 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1371 SHARES OF CHEMOURS | $46,347 | 2022-11-15 |
| 2 | 16324 SHARES OF CHEMOURS | $527,183 | 2022-11-17 |
| 3 | 22 SHARES OF AUTOZONE INC COM | $52,004 | 2022-12-16 |
| 4 | 850 SHARES OF CORTEVA INC | $50,609 | 2022-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,787 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,787 | 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 | $3,378,327 | EOYBookValueAmt |
| EOYFMV | $3,228,432 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $8,874,467 | EOYBookValueAmt |
| EOYFMV | $10,447,905 | 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 | $398,925 | BookValueAmt |
| EOYFMV | $369,526 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTION FAIR MARKET VALUE DIFFERENTIAL | Desc |
| Amt | $236,474 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $150 | $0 | $150 |
| OTHER EXPENSES | $1,316 | $0 | $1,316 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $91,412 | Amt |
| Net Investment Income | $91,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN KULLMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 N MARKET STREET SUITE 1300 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DE FRANCHISE TAX | $25 | $0 | $0 |
| FEDERAL FORM 990-PF EXCISE TAX | $46,487 | $0 | $0 |
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