FULTON FAM TR UA BENJAMIN F FULTON RESTATED 2018 REV TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FAM TR UA BENJAMIN F FULTON RESTATED 2018 REV TR (EIN 88-6655486)
- Tax period
- 2022-08-31 to 2022-12-31
- Filed
- 2023-08-17
- IRS object ID
- 202302299349100225
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-17T14:59:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261610763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lindsay & Gardner CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Stadium Oaks Drive | AddressLine1Txt |
| City | Clemmons | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-31 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 886655486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULT | BusinessNameControlTxt |
| Phone | 3365752938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW DRIVE | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E GRIFFEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3365752938 | PhoneNum |
| Signature | 2023-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | GRIFFEY | 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 | Amy S Gardner | PreparerPersonNm |
| PTIN | P00143349 | PTIN |
| Phone | 3367121788 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,548,661 | 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 | $618,587 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,843 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,843 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,843 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,399 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,779 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,470,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,659 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $589,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,622 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,090 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,090 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,820 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,820 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,910 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,910 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $579,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,712 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $47,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,489 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,057 | AcctRcvblAmt |
| Acct Rcvbl EOY | $15,057 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,057 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $16,776 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,776 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,278,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,335,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $750,010 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $749,550 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $389,856 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $384,775 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,498,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,548,661 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,090 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,635 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,725 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,865,202 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $579,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,444,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,498,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $579,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,865,202 | OtherIncreasesAmt |
| Subtotal | $2,444,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,444,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,659 | GrossSalesPriceAmt |
| Gain Or Loss | $9,659 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,659 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,659 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $244 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | JAMES E GRIFFEY | IndividualWithBooksNm |
| Phone | 3365752938 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW DRIVE | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E GRIFFEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW DRIVE | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $3,090 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,702,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,854,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,854,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,826,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $244 | TotalTaxAmt |
| Distributable Before Adj | $30,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2,843 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,779 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$41,874 | RelatedOrExemptFunctionIncmAmt |
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 | -$29,252 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$29,252 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Provide add'l resources which can be distributed-charities |
| 4 | Provide add'l resources which can be distributed-charities |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FAMILY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW ROAD | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $618,587 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AEIS Inc-0481-ST | Purchased | $9,062 | $8,279 | Cost | $0 | $783 |
| AEIS Inc-4344-LT | Purchased | $1,408,014 | $1,459,587 | Cost | $0 | -$51,573 |
| AEIS Inc-4344-LT | Purchased | $2 | Cost | $0 | $2 | |
| AEIS Inc-8035-ST | Purchased | $19,511 | $20,134 | Cost | $0 | -$623 |
| AEIS Inc-8277-ST | Purchased | $23,775 | $23,897 | Cost | $0 | -$122 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOUNTAIN COMMERCE BANK KNOXVILLE TN | $250,003 | $250,000 |
| FIRST FEDL SVGS BANK HUNTINGTON IN CD | $250,004 | $250,000 |
| JPMORGAN CHASE BANK NA COLUMBUS OH | $250,003 | $249,550 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (190 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DUKE ENERGY CORP NEW | $50,008 | $51,495 |
| AON PLC CL A | $6,593 | $7,203 |
| ACCENTURE PLC IRELAND CL A NEW | $3,958 | $4,003 |
| EATON CORP PLC | $3,331 | $3,767 |
| JOHNSON CONTROLS INTL PLC | $4,252 | $5,184 |
| CHUBB LTD | $5,100 | $5,956 |
| NXP SEMICONDUCTORS N V | $4,536 | $4,741 |
| AMERICAN EXPRESS CO | $4,017 | $4,285 |
| BLACKROCK INC | $2,230 | $2,835 |
| BOSTON SCIENTIFIC CORP | $4,049 | $4,673 |
| CIGNA CORP NEW | $7,185 | $8,284 |
| COMCAST CORP CL A NEW | $7,276 | $8,393 |
| CONOCOPHILLIPS | $6,105 | $6,726 |
| DIAGEO PLC NEW SPON ADR | $3,447 | $3,564 |
| DOMINION ENERGY INC | $4,760 | $4,415 |
| DUKE ENERGY CORP NEW | $5,274 | $5,767 |
| DUPONT DE NEMOURS INC | $2,241 | $2,951 |
| GENERAL DYNAMICS CORP | $4,935 | $5,458 |
| HONEYWELL INTL INC | $5,436 | $6,643 |
| ILLINOIS TOOL WORKS INC | $4,539 | $5,287 |
| JPMORGAN CHASE & CO | $6,904 | $8,448 |
| JOHNSON & JOHNSON | $6,164 | $6,536 |
| KLA CORP | $2,160 | $2,639 |
| KKR & CO INC | $2,915 | $3,017 |
| LOWES COMPANIES INC | $4,565 | $4,782 |
| MARSH & MCLENNAN COS INC | $4,429 | $4,799 |
| MARRIOTT INTL INC NEW CL A | $3,475 | $3,573 |
| MCKESSON CORP | $5,651 | $6,002 |
| MERCK & COMPANY INC NEW | $5,202 | $6,435 |
| MORGAN STANLEY | $6,327 | $6,632 |
| NASDAQ INC | $3,885 | $4,049 |
| NESTLE S A SPON ADR REPSTG REG SHS | $5,566 | $5,882 |
| NORTHROP GRUMMAN CORP | $6,247 | $7,093 |
| PNC FINANCIAL SERVICES GROUP INC | $2,738 | $2,843 |
| PPG INDUSTRIES INC | $3,763 | $4,149 |
| PEPSICO INC | $2,854 | $3,071 |
| PFIZER INC | $5,416 | $6,098 |
| PIONEER NATURAL RESOURCES CO | $4,013 | $4,111 |
| PROGRESSIVE CORP OH | $6,553 | $7,134 |
| PROLOGIS INC | $4,050 | $4,058 |
| SHERWIN WILLIAMS CO | $2,332 | $2,611 |
| SOUTHERN COMPANY | $5,949 | $6,213 |
| TARGET CORP | $3,322 | $3,279 |
| TEXAS INSTRUMENTS INC | $6,319 | $6,609 |
| THERMO FISHER SCIENTIFIC INC | $4,672 | $4,956 |
| UNION PACIFIC CORP | $6,988 | $7,247 |
| AXALTA COATING SYS SYSTEMS LTD | $2,553 | $2,929 |
| SENSATA TECHNOLOGIES HOLDING PLC | $1,255 | $1,292 |
| ALNYLAM PHARMACEUTICALS INC | $1,705 | $1,901 |
| ALPHABET INC CL A | $12,232 | $11,117 |
| AMAZON.COM INC | $21,377 | $16,800 |
| AMERICAN TOWER CORP NEW | $2,775 | $2,754 |
| ANALOG DEVICES INC | $7,851 | $8,530 |
| ANHEUSER BUSCH INBEV SA/NV | $2,236 | $2,822 |
| APPLE INC | $8,512 | $7,796 |
| AUTODESK INC | $3,637 | $3,551 |
| BELLRING BRANDS INC NEW | $2,075 | $2,461 |
| CDW CORP | $2,293 | $2,322 |
| CANADA GOOSE HOLDINGS INC SUB VTG | $2,458 | $2,707 |
| CARGURUS INC CL A | $2,345 | $2,256 |
| CHENIERE ENERGY INC NEW | $9,387 | $8,398 |
| CROWN CASTLE INC | $1,857 | $1,763 |
| DUFRY AG UNSPON ADR | $3,015 | $3,900 |
| ELANCO ANIMAL HEALTH INC | $1,632 | $1,540 |
| FIRST HAWAIIAN INC | $8,072 | $8,411 |
| FIVE POINT HOLDINGS LLC CL A REPSTG CL A LLC INTS | $681 | $624 |
| GOLDMAN SACHS GROUP INC | $9,277 | $10,301 |
| GROUP ONE AUTOMOTIVE INC | $4,379 | $5,231 |
| HAIN CELESTIAL GROUP INC | $2,263 | $2,071 |
| HOLOGIC INC | $1,687 | $1,870 |
| KKR & CO INC | $7,831 | $8,077 |
| LENNAR CORP | $7,259 | $8,688 |
| LIBERTY FORMULA ONE SER C | $7,430 | $7,592 |
| MICROSOFT CORP | $2,174 | $2,158 |
| MODERNA INC | $3,267 | $4,491 |
| MORGAN STANLEY | $8,241 | $8,672 |
| NVIDIA CORP | $4,852 | $5,407 |
| ORACLE CORP | $3,575 | $3,760 |
| PARKER-HANNIFIN CORP | $3,069 | $3,492 |
| POLARIS INC | $5,625 | $5,656 |
| REGAL REXNORD CORP | $2,082 | $1,800 |
| ROPER TECHNOLOGIES INC | $3,756 | $4,321 |
| S&P GLOBAL INC | $4,111 | $4,354 |
| SALESFORCE INC | $6,828 | $6,232 |
| SALVATORE FERRAGAMO S P A ADR | $1,868 | $2,161 |
| SUNCOR ENERGY INC NEW | $3,997 | $4,347 |
| SYNCHRONY FINANCIAL | $1,128 | $1,249 |
| THERMO FISHER SCIENTIFIC INC | $2,070 | $2,203 |
| UNITED RENTALS INC | $3,412 | $4,265 |
| WORKDAY INC CL A | $8,387 | $9,203 |
| BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL | $26,463 | $26,348 |
| MULTI MANAGER VALUE STRATEGIES CL Z | $43,054 | $42,534 |
| MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z | $226,526 | $228,909 |
| MULTI MANAGER SMALL CAP EQUITY STRATEGIES CL Z | $35,137 | $33,379 |
| MULTI MANAGER GROWTH STRATEGIES CL Z | $41,494 | $41,633 |
| JPMORGAN MID CAP EQUITY CL I | $57,678 | $59,143 |
| ALLSPRING EMERGING MARKETS EQUITY INSTL CL | $34,297 | $36,452 |
| AON PLC CL A | $3,582 | $3,902 |
| ACCENTURE PLC IRELAND CL A NEW | $5,997 | $6,137 |
| COCA-COLA EUROPACIFIC PARTNERS PLC | $1,686 | $2,047 |
| MEDTRONIC PLC | $3,132 | $2,953 |
| APTIV PLC | $1,106 | $1,211 |
| NXP SEMICONDUCTORS N V | $2,134 | $2,212 |
| ABB LIMITED SPONSORED ADR | $1,972 | $2,376 |
| AIA GROUP LTD SPON ADR | $1,518 | $1,910 |
| ADOBE INC | $2,065 | $2,356 |
| ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | $1,053 | $1,145 |
| ALPHABET INC CL A | $15,913 | $14,293 |
| AMAZON.COM INC | $13,564 | $10,164 |
| AMERICAN EXPRESS CO | $4,440 | $4,728 |
| AMPHENOL CORP CLASS A NEW | $5,475 | $5,863 |
| ANALOG DEVICES INC | $3,533 | $3,937 |
| APPLIED MATERIALS INC | $1,872 | $2,142 |
| ASSA ABLOY AB ADR | $1,003 | $1,166 |
| AVERY DENNISON CORP | $3,354 | $3,620 |
| BRP INC SUB VOTING | $1,373 | $1,680 |
| BANK OF AMERICA CORP | $8,128 | $8,611 |
| BOOZ ALLEN HAMILTON HOLDING CORP CL A | $3,226 | $3,449 |
| BOSTON SCIENTIFIC CORP | $4,666 | $5,367 |
| BUREAU VERITAS SA ADR | $1,315 | $1,526 |
| CANADIAN NATIONAL RAILWAY COMPANY | $2,550 | $2,734 |
| CARLSBERG AS SPONSORED ADR | $1,944 | $2,149 |
| CATERPILLAR INC | $1,295 | $1,677 |
| CHEVRON CORP | $2,627 | $2,692 |
| CISCO SYSTEMS INC | $2,122 | $2,477 |
| COCA-COLA COMPANY | $7,150 | $8,269 |
| COGNEX CORP | $787 | $848 |
| COMMERCE BANCSHARES INC | $1,378 | $1,361 |
| COMPUTERSHARE LTD SPONS ADR | $1,699 | $1,829 |
| CONOCOPHILLIPS | $3,926 | $3,894 |
| DANAHER CORP | $3,726 | $3,716 |
| DEERE & CO | $1,776 | $2,144 |
| DIAGEO PLC NEW SPON ADR | $3,198 | $3,386 |
| WALT DISNEY CO | $2,342 | $2,172 |
| DOLLAR GENL CORP NEW | $5,491 | $5,664 |
| EPIROC AKTIEBOLAG ADR | $2,395 | $3,010 |
| META PLATFORMS INC CL A | $1,432 | $1,685 |
| HDFC BANK LTD ADR REPSTG 3 SHS | $1,720 | $2,052 |
| HEICO CORP NEW | $1,343 | $1,383 |
| HEXAGON AB ADR | $1,820 | $2,051 |
| HOME DEPOT INC | $2,302 | $2,527 |
| HONEYWELL INTL INC | $4,576 | $5,572 |
| HUMANA INC | $2,588 | $2,561 |
| INDUSTRIA DE DISENO TEXTIL INDITEX SA | $1,133 | $1,427 |
| INTERCONTINENTAL EXCHANGE INC | $6,785 | $7,694 |
| IQVIA HOLDINGS INC | $4,684 | $5,327 |
| JOHNSON & JOHNSON | $11,267 | $12,366 |
| LVMH MOET HENNESSY LOUIS VUITTON ADR | $1,946 | $2,318 |
| ESTEE LAUDER CO INC | $4,398 | $5,210 |
| LEGRAND S A ADR | $1,114 | $1,341 |
| MARSH & MCLENNAN COS INC | $3,216 | $3,475 |
| MCDONALDS CORP | $5,945 | $6,588 |
| MERCK KGAA SPONS ADR | $1,607 | $1,890 |
| MICROSOFT CORP | $18,101 | $18,466 |
| MONDELEZ INTERNATIONAL INC CL A | $1,969 | $2,333 |
| MOTOROLA SOLUTIONS INC NEW | $3,468 | $3,866 |
| NIKE INC CL B | $3,284 | $4,329 |
| NINTENDO LTD ADR | $1,613 | $1,636 |
| NORFOLK SOUTHERN CORP | $2,813 | $3,203 |
| OLYMPUS CORP SPON ADR | $1,939 | $1,681 |
| PNC FINANCIAL SERVICES GROUP INC | $3,181 | $3,317 |
| PTC INC | $2,319 | $2,521 |
| PAYPAL HOLDINGS INC | $903 | $712 |
| PERNOD RICARD S A SPON ADR | $1,632 | $1,809 |
| PROCTER & GAMBLE CO | $6,536 | $7,881 |
| PROLOGIS INC | $3,855 | $4,284 |
| RELX PLC SPON ADR | $2,715 | $3,021 |
| ROCKWELL AUTOMATION INC | $2,022 | $2,318 |
| S&P GLOBAL INC | $2,741 | $3,014 |
| SALESFORCE INC | $2,911 | $2,652 |
| SCHWAB CHARLES CORP NEW | $3,125 | $3,497 |
| SHIMANO INC ADR | $1,159 | $1,114 |
| SWATCH GROUP AG | $1,964 | $2,455 |
| SYSCO CORP | $3,598 | $3,593 |
| TAIWAN SEMICONDUCTOR MANUFACTURING TSM CO LTD SPON ADR | $2,251 | $2,384 |
| TENCENT HOLDINGS LTD UNSPON ADR | $1,454 | $1,821 |
| TEXAS INSTRUMENTS INC | $2,733 | $2,809 |
| THALES UNSPON ADR | $1,763 | $2,041 |
| THERMO FISHER SCIENTIFIC INC | $7,878 | $8,260 |
| TOPBUILD CORP | $1,061 | $939 |
| TORONTO DOMINION BANK NEW | $3,006 | $3,173 |
| UNILEVER PLC SPONSORED ADR NEW | $2,755 | $3,172 |
| UNITEDHEALTH GROUP INC | $2,551 | $2,651 |
| VISA INC CL A | $8,163 | $9,141 |
| WARNER MUSIC GROUP CORP CL A | $704 | $1,086 |
| WASTE MANAGEMENT INC DEL | $2,186 | $2,196 |
| WELLS FARGO & CO NEW | $5,150 | $4,914 |
| WOLTERS KLUWER N V SPON ADR | $3,269 | $3,457 |
| ZOETIS INC CL A | $3,966 | $3,957 |
| ISHARES CORE MSCI EAFE ETF | $30,815 | $35,258 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALAMOS CONVERTIBLE & HIGH INCOME | AT COST | $33,197 | $31,650 |
| FIRST TRUST CAPITAL STRENGTH 60 SA RE | AT COST | $117,328 | $119,081 |
| FIRST TRUST STRAT INCM SEL 62 MO CE CA | AT COST | $100,007 | $99,263 |
| FIRST TRUST CORP INVT GRD LADDER 21 MO | AT COST | $99,911 | $95,368 |
| CNL HEALTHCARE PROPERTIES INC | AT COST | $39,413 | $39,413 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney Fees | CategoryTxt |
| Legal Fees | $2,820 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,820 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trust Principal | Desc |
| Amt | $1,865,202 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJ | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $50,635 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $4,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $176 | Amt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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