2023-11-13T11:45:21-06:00 2022-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2022-01-01 954124436 THE FULLER FOUNDATION FULL 6267923232 135 N OAKLAND AVENUE PASADENA CA 91182 BRIAN RIETZE CHIEF FINANCIAL OFFICER 6267923232 2023-11-06 1 BRIAN RIETZE 999009999 0 TRACY S PAGLIA P00366884 2099556100 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN RIETZE 135 N OAKLAND AVENUE PASADENA CA 91182 21288645 0 X WWW.THEFULLERFOUNDATION.ORG X 1987 CA THE FULLER FOUNDATION (THE "FOUNDATION") SERVES FULLER THEOLOGICAL SEMINARY (THE "SEMINARY") AND ITS CONSTITUENTS THROUGH STEWARDSHIP, GIFT AND ESTATE PLANNING, CHARITABLE GIVING, AND INVESTMENT MANAGEMENT SERVICES. THE FOUNDATION DOES THIS BY MANAGING THE SEMINARY'S ENDOWMENT AND PROVIDING DEVELOPMENT AND ALUMNI RELATIONS SERVICES, AS WELL AS PROVIDING TRUST ADMINISTRATION, DONOR-ADVISED FUNDS, AND INVESTMENT MANAGEMENT SERVICES FOR GENEROUS FRIENDS OF THE SEMINARY. 12 11 29 13 -124508 0 16358789 7512843 5056814 4970872 -2527490 -168056 237039 -124508 19125152 12191151 17170244 9720235 0 0 3249770 3878876 0 0 174752 1394691 1579681 21814705 15178792 -2689553 -2987641 257941250 203579115 165201441 129393174 92739809 74185941 X THE FULLER FOUNDATION SERVES FULLER THEOLOGICAL SEMINARY AND ITS CONSTITUENTS THROUGH FUNDRAISING, GIFT AND ESTATE PLANNING SERVICES TO FULLER'S SUPPORTERS, CHARITABLE TRUST ADMINISTRATION, AND SUPPORT OF THE FULLER ENDOWMENT. 0 0 13685377 9720235 4970872 SEE SCHEDULE OTHE SERVICES OF THE FULLER FOUNDATION BENEFIT AND CARRY OUT THE CHARITABLE PURPOSES OF CHRISTIAN BASED AND OTHER CHARITABLE ORGANIZATIONS. THIS INCLUDES DIRECT SUPPORT OF FULLER THEOLOGICAL SEMINARY, OTHER CHRISTIAN BASED ORGANIZATIONS, OTHER CHARITABLE ORGANIZATIONS, AND VARIOUS DESIGNATED, RESTRICTED, OR ENDOWMENT FUNDS. THE FOUNDATION FULFILLS ITS PURPOSES THROUGH THE ADMINISTRATION AND MANAGEMENT OF FULLER THEOLOGICAL SEMINARY'S FUNDRAISING, ALUMNI RELATIONS ACTIVITIES, AND MANAGEMENT OF CERTAIN ENDOWMENT FUNDS DESIGNATED TO SUPPORT FULLER THEOLOGICAL SEMINARY. ADDITIONALLY, THE FOUNDATION MANAGES CHARITABLE TRUSTS, CHARITABLE FUNDS, DONOR ADVISED FUNDS, AND GIFT ANNUITY TYPE ACCOUNTS. PROGRAM RELATED DISTRIBUTIONS INCLUDE GIFTS AND GRANTS TO THE SEMINARY AND A BROAD BASE OF CHARITABLE ORGANIZATIONS, INCLUDING GIFTS FROM DONOR ADVISED FUNDS. GIFTS AND GRANTS ARE PREDOMINATELY TO U.S. BASED IRS DETERMINED 501(C)(3) CHARITIES. SELECT GRANTS AND GIFTS ARE MADE TO FOREIGN ORGANIZATIONS THAT HAVE BEEN DETERMINED TO BE ORGANIZED FOR EXCLUSIVELY CHARITABLE PURPOSES. OTHER ACTIVITIES INCLUDE PROVIDING TRUST FIDUCIARY SERVICES TO OTHER CHARITABLE ORGANIZATIONS WITH A CHRISTIAN MISSION. 13685377 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 12 0 1 29 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X BRIAN RIETZE 6267923232 135 N OAKLAND AVENUE PASADENA CA 91182 DANIEL COOPER EXECUTIVE DIRECTOR 20.00 20.00 X X 173795 173795 67546 ROBERT CEREMSAK DIRECTOR / BOARD CHAIR 0.40 0.00 X X 0 0 0 COLETTE COZEAN DIRECTOR (EFFECTIVE 10/2022) 0.40 0.00 X 0 0 0 KATHERINE DRAKE DIRECTOR 0.40 0.00 X 0 0 0 KATHLEEN KANE DIRECTOR (THROUGH 4/2022) 0.40 0.00 X 0 0 0 DANNY KUO DIRECTOR 0.40 0.00 X 0 0 0 MARK LABBERTON DIRECTOR 0.40 0.00 X 0 0 0 DANIEL MEYER DIRECTOR 0.40 0.00 X 0 0 0 RUSS MICHEALSEN DIRECTOR (EFFECTIVE 10/2022) 0.40 0.00 X 0 0 0 JAMES REA JR DIRECTOR 0.40 0.00 X 0 0 0 ROY ROGERS DIRECTOR (THROUGH 2/2022) 0.40 0.00 X 0 0 0 MICHELE RUBY DIRECTOR 0.40 0.00 X 0 0 0 JODY VANDERWEL DIRECTOR 0.40 0.00 X 0 0 0 DANIEL VILLANUEVA DIRECTOR / VICE CHAIR 0.40 0.00 X X 0 0 0 BRIAN RIETZE CHIEF FINANCIAL OFFICER 24.00 16.00 X 114899 76600 46947 EMILY SEXTON SECRETARY / DIR OF HR & OFFICE OPS 36.00 4.00 X 121895 13544 43532 TODD DERRICK SR. DIR. GIFT/ESTATE PLANNING SVCS. 10.00 30.00 X 53355 160065 60871 KEN ERFFMEYER SR. VP FOR ADVANCEMENT 40.00 0.00 X 271324 0 71072 JOHN KAMPERSCHROER SENIOR DIRECTOR OF DEVELOPMENT 40.00 0.00 X 170071 0 31055 DASHA THOMAS SR. DIR. GIFT PLANNING/ANNUAL GIVING 40.00 0.00 X 192578 0 23685 BRANDY AMMONS DIRECTOR OF DEVELOPMENT 40.00 0.00 X 103264 0 17855 DAVID FASOLD DIRECTOR OF DEVELOPMENT 40.00 0.00 X 125846 0 16191 ALYSE LEE DIRECTOR OF STEWARDSHIP 30.00 10.00 X 85162 28512 32089 LILY TSAU SR. DIRECTOR, ALUMNI RELATIONS 40.00 0.00 X 134740 0 27752 LAUREN YAMAOKA SR. DIRECTOR OF DEV. & FOUNDATIONS 40.00 0.00 X 111496 0 27223 1658425 452516 465818 11 0 1 0 NORTON ROSE FULBRIGHT US LLP 555 SOUTH FLOWER ST FLOOR 41 LOS ANGELES CA 90071 LEGAL SERVICES 220000 1 7512843 525507 7512843 COST RECOVERY ASSESSMENTS 525920 4969972 4969972 PRI INTEREST INCOME 522200 900 900 4970872 246018 246018 8683420 9097494 -414074 -414074 -414074 UBI FROM PASSTHROUGHS 523000 -124508 -124508 -124508 12191151 4970872 -124508 -168056 4588029 4588029 5132206 5132206 1340067 1158112 138463 43492 1847228 1596411 190865 59952 183522 158604 18962 5956 310617 268441 32095 10081 197442 170633 20401 6408 221073 221073 93350 93350 319761 108406 211355 57654 57654 59400 29700 14850 14850 79155 21447 57708 226951 75643 151308 103000 33280 56855 12865 122603 42295 59160 21148 4825 4825 1509 1509 31845 10614 21231 13643 13643 COST RECOVERY EXPENSES 120213 120213 OTHER TAXES/LICENSES 6627 6627 REPAIRS & MAINTENANCE 435 145 290 UBTI EXP/REFUNDS DUE -48348 -48348 165985 169689 -3704 15178792 13685377 1318663 174752 2357096 1278803 106436 99812 282502 308065 350000 750000 86275 96591 386513 341299 73461 45214 27001946 22103143 227114709 178327762 500675 501575 68150 68150 257941250 203579115 328189 358884 200000 200000 164673252 128834290 165201441 129393174 X 29637570 24844106 63102239 49341835 92739809 74185941 257941250 203579115 X -2987641 -15679752 113525 X 0 1 X 1 0 X 8248829 9305899 15805681 16358789 7512843 57232041 8248829 9305899 15805681 16358789 7512843 57232041 42011668 15220373 737786 443054 211622 351364 246018 1989844 69037 155704 39644 175188 439573 1990 1990 59663448 16800089 0.25510 0.24520 X PURSUANT TO TREASURY REGULATION SECTION 1.170A-9(F)(3), THE ORGANIZATION RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC, AS WELL AS FROM ACTIVITIES RELATED TO EXEMPT FUNCTIONS AND IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL SOURCES OF SUPPORT. THE ORGANIZATION IS REGISTERED AS A CHARITABLE SOLICITOR IN ALL STATES THAT REQUIRE REGISTRATION, WHICH HAS INCREASED FROM 1 STATE IN 2019 TO NEARLY ALL STATES REQUIRING REGISTRATION IN 2022. FUNDRAISING AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS ARE CARRIED OUT BY QUALIFIED STAFF MEMBERS AND SUPPORTED BY THE BOARD OF DIRECTORS. PROMOTION AND AVAILABILITY OF THE ORGANIZATION'S SERVICE OFFERINGS AND PHILANTHROPIC PROGRAMS IS ONGOING.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR ENDING DECEMBER 31, 2022, PUBLIC SUPPORT EQUALED 25.51%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT, AND REPRESENTS .99% INCREASE FROM THE PRIOR YEAR.(IV) SOURCES OF SUPPORT: THE ORGANIZATION REGULARLY RECEIVES PUBLIC SUPPORT FROM A NUMBER OF PEOPLE OVER A HANDFUL OF PROGRAMS. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1987 AND HAS SERVED INDIVIDUALS, FAMILIES, AND ORGANIZATIONS IN THE LOCAL COMMUNITY AND THROUGHOUT THE UNITED STATES SINCE THAT TIME. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM CONTRIBUTIONS TO ITS DONOR-ADVISED FUND PROGRAM AND ORGANIZATION-OWNED SCHOLARSHIPS AND ENDOWMENTS THAT SUPPORT FULLER THEOLOGICAL SEMINARY. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM SERVICE REVENUES RELATED TO EXEMPT FUNCTIONS FOR PHILANTHROPIC SERVICES PROVIDED TO THE PUBLIC, SUCH AS MANAGING A CHARITABLE TRUST PROGRAM, SERVING AS MANAGING MEMBER TO AN ENDOWMENT INVESTMENT ASSET POOL, AND MANAGING A CHARITABLE GIFT ANNUITY PROGRAM. GIVEN ITS LONG HISTORY AND STRONG REPUTATION, THE ORGANIZATION HAS ATTRACTED SOME WEALTHY INDIVIDUALS AND ORGANIZATIONS AS DONORS AND CLIENTS OF ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THESE WEALTHY DONORS AND CLIENTS CAN SKEW THE PUBLIC SUPPORT TEST DUE TO THE OFTEN SIGNIFICANT SIZE OF THE TRANSACTIONS, EVEN THOUGH THE TRANSACTION FREQUENCY AND ASSOCIATED WORK IS INSIGNIFICANT COMPARED TO THE OVERALL OPERATIONS AND ACTIVITIES OF THE ORGANIZATION WITH OTHER DONORS AND CLIENTS.(V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT IS CLOSELY ALIGNED WITH THE MISSION OF THE ORGANIZATION AND OFTEN SUPPORTS THE ORGANIZATION THROUGH CONTRIBUTIONS AND ENGAGEMENT IN ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THE MEMBERS OF THE BOARD OF DIRECTORS HAVE SIGNIFICANT EXPERIENCE AND EXPERTISE IN THE PROGRAMS AND ACTIVITIES OF THE ORGANIZATION.(VI) AVAILABILITY OF PUBLIC SERVICES: THE ORGANIZATION CONTINUES TO OFFER A WIDE ARRAY OF SERVICES AND PHILANTHROPIC OPPORTUNITIES TO THE PUBLIC IN ALIGNMENT WITH ITS MISSION. THERE ARE NO FORESEEABLE PLANS TO CHANGE THE AVAILABILITY OF THE ORGANIZATION'S OFFERINGS TO THE PUBLIC, AND CONTINUED PUBLIC SUPPORT IS ANTICIPATED. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,990. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43 0 6076304 0 7021871 0 8898008 0 1 1 42900142 588800 -8040372 1982765 10719 33455086 40899600 163758 3602430 1752980 12666 42900142 36668659 1158118 5670286 2585934 11529 40899600 32264304 319083 5841285 1756013 36668659 33788711 2297290 -2108946 1712751 32264304 0.06780 0.43430 0.49790 0 0 83894 48938 34956 302619 292361 10258 45214 132000 C RVP OPP FUND II, LP 337802 F FULLER PRIVATE EQUITY FUND, LP 3066969 F OTHER SECURITIES 6524289 F FULLER ENDOWMENT FUND LTD 9364541 F MISSION CORE FUND I 31872470 F FULLER ENDOWMENT FUND LLC 127029691 F 178327762 INVESTED FUNDS HELD FOR OTHERS 1000516 INVESTED FUNDS HELD FOR SEMINARY 91039501 IRREVOC TRUSTS HELD FOR OTHERS 20384841 IRREVOC TRUSTS HELD FOR SEMINARY 281263 LIFE INCOME & ESTATE OBLIGATIONS 15003273 INV HELD FOR REVOCABLE TRUSTS 219035 UNRESTRICTED FUND FOR SEMINARY 537360 DUE TO FULLER INVESTMENT MANAGEMENT COMPANY 368501 128834290 PART V, LINE 4: ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT GENERAL OPERATIONS, SPECIFIC ENDOWED CHAIRS, AND SCHOLARSHIP FUNDS OF FULLER THEOLOGICAL SEMINARY AND OTHER CHARITABLE ORGANIZATIONS. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 5097206 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 35000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 22456246 0 0 0 0 0 0 27588452 0 27588452 EAST ASIA AND THE PACIFIC GENERAL SUPPORT 4074453 WIRE 0 EAST ASIA AND THE PACIFIC GENERAL SUPPORT 1022753 WIRE 0 SUB-SAHARAN AFRICA GENERAL SUPPORT 35000 WIRE 0 3 0 0 0 1 1 1 0 PART I, LINE 2: FOR FOREIGN GRANTS, THE FOUNDATION CONDUCTS A DETAILED CHARITABLE EQUIVALENCY REVIEW AND FOLLOWS UP TO ENSURE RECEIPT BY THE CHARITY. ALL GRANTS DISTRIBUTED WERE UNCONDITIONAL WITH NO REQUIRED MONITORING. PART I, LINE 3: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES IN SCHEDULE F, PART I, LINE 3, COLUMN (F). PART III ACCOUNTING METHOD: 1 1000 LIGHTHOUSES 3905 STAR RISE POINT COLORADO SPRINGS CO 80904 843399985 501(C)(3) 250000 0 GENERAL SUPPORT ABLE WORKS 548 MARKET STREET 74511 SAN FRANCISCO CA 94104 202175098 501(C)(3) 6500 0 GENERAL SUPPORT ACHUNGO COMMUNITY CENTER 1106 SUSSEX SQUARE MOUNTAIN VIEW CA 94040 611598457 501(C)(3) 15000 0 GENERAL SUPPORT BARNABAS AID 80 ABBEYVILLE RD LANCASTER PA 17603 161711227 501(C)(3) 6000 0 GENERAL SUPPORT BILLY GRAHAM EVANGELISTC ASSOCIATION 1 BILLY GRAHAM PARKWAY CHARLOTTE NC 28201 452588350 501(C)(3) 10000 0 GENERAL SUPPORT CALVIN COLLEGE 3201 BURTON STREET SE GRAND RAPIDS MI 49546 383071514 501(C)(3) 24000 0 GENERAL SUPPORT CAMPUS CRUSADE FOR CHRIST INTERNATIONAL 100 LAKE HART DRIVE 2400 ORLANDO FL 32832 330863088 501(C)(3) 18795 0 GENERAL SUPPORT CARE FOR CHILDREN 5000 W 134TH ST LEAWOOD KS 66209 300136132 501(C)(3) 10000 0 GENERAL SUPPORT CELEBRATION EDUCATION FUND 2121 CELEBRATION DRIVE NE GRAND RAPIDS MI 49525 271438948 501(C)(3) 46000 0 GENERAL SUPPORT CENTER FOR STUDIES IN GLOBAL CHRISTIANITY 28 HALSTEAD AVE PORT CHESTER NY 10573 270844094 501(C)(3) 53000 0 GENERAL SUPPORT CHINA PARTNERSHIP PO BOX 588 METUCHEN NJ 08840 475586607 501(C)(3) 11500 0 GENERAL SUPPORT CHRIST FOR THE CITY INTERNATIONAL INC 5855 N 90TH ST OMAHA NE 68134 470789700 501(C)(3) 12000 0 GENERAL SUPPORT CHURCH OF THE CITY 630 9TH AVE SUITE 302 NEW YORK NY 10036 620692274 501(C)(3) 11150 0 GENERAL SUPPORT CHURCH OF THE SERVANT 3835 BURTON STREET SE GRAND RAPIDS MI 49546 237410095 501(C)(3) 35000 0 GENERAL SUPPORT COME AND SEE AFRICA 12102 NE PLANTATION RD VANCOUVER WA 98685 203511372 501(C)(3) 48000 0 GENERAL SUPPORT COMMUNITY OF THE WORD INC 14556 CENTRAL AVE CHINO CA 91710 261601585 501(C)(3) 9350 0 GENERAL SUPPORT COMMUNITY SCHOOL OF MUSIC AND ARTS 230 SAN ANTONIO CIRCLE MOUNTAIN VIEW CA 94040 237023900 501(C)(3) 15000 0 GENERAL SUPPORT CRU PO BOX 628222 ORLANDO FL 32862 956006173 501(C)(3) 32550 0 GENERAL SUPPORT ESCALADE RECOVERY FOUNDATION 544 THAIN WAY PALO ALTO CA 94306 200055293 501(C)(3) 15000 0 GENERAL SUPPORT EVANGELICAL FORMOSAN CHURCH SFV 7702 TAMPA AVE RESEDA CA 91335 237086097 501(C)(3) 10000 0 GENERAL SUPPORT FIRST CHURCH OF THE NAZARENE OF PASADENA 3700 E SIERRA MADRE BLVD PASADENA CA 91107 951729619 501(C)(3) 8600 0 GENERAL SUPPORT FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80920 953188150 501(C)(3) 12300 0 GENERAL SUPPORT FOUNDATION FOR AFRICAN MEDICINE AND EDUCATION (FAME) 4553 CRIMSONWOOD DRIVE REDDING CA 96001 223883033 501(C)(3) 20000 0 GENERAL SUPPORT FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVE PASADENA CA 91182 951699394 501(C)(3) 2798440 0 GENERAL SUPPORT GLOBAL LIFE ENRICHMENT CENTER 16371 SCIENTIFIC WAY IRVINE CA 92618 330732191 501(C)(3) 10000 0 GENERAL SUPPORT GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C)(3) 15000 0 GENERAL SUPPORT GREEK EVANGELICAL CHURCH OF LOS ANGELES 899 W FOOTHILL BLVD STE G MONROVIA CA 91016 020544496 501(C)(3) 10000 0 GENERAL SUPPORT IMMIGRATION RESOURCE CENTER OF SAN GABRIEL VALLEY 303 W COLORADO BLVD MONROVIA CA 91016 320267512 501(C)(3) 5500 0 GENERAL SUPPORT INOVA SCHAR CANCER INSTITUTE 8110 GATEHOUSE ROAD SUITE 200 EAST FALLS CHURCH VA 22042 541071867 501(C)(3) 10000 0 GENERAL SUPPORT INTERNATIONAL ARTS MOVEMENT 2050 CENTER AVENUE 320 FORT LEE NJ 07024 134076426 501(C)(3) 10000 0 GENERAL SUPPORT INTERVARSITY CHRISTIAN FELLOWSHIPUSA PO BOX 7895 MADISON WI 53707 362171714 501(C)(3) 40000 0 GENERAL SUPPORT KOREAN EVANGELICAL CHURCH OF NEW YORK 88-22 CORONA AVE ELMHURST NY 11373 112411419 501(C)(3) 7000 0 GENERAL SUPPORT KULUNGU FOR CONGO PO BOX 989 FRESNO CA 93714 464554847 501(C)(3) 25000 0 GENERAL SUPPORT LA PHILHARMONIC ASSOCIATION 151 S GRAND AVENUE LOS ANGELES CA 90012 951696734 501(C)(3) 10000 0 GENERAL SUPPORT LANGHAM PARTNERSHIP PO BOX 189 CAVE CREEK AZ 85327 237417198 501(C)(3) 25000 0 GENERAL SUPPORT LOGOS EVANGELICAL SEMINARY 9358 TELSTAR AVENUE EL MONTE CA 91731 954457666 501(C)(3) 40000 0 GENERAL SUPPORT MENA KDEC MINISTRIES 2112 RIDGE LANE SANTA BARBARA CA 93103 824750584 501(C)(3) 12680 0 GENERAL SUPPORT MENLO CHURCH 950 SANTA CRUZ AVENUE MENLO PARK CA 94025 941167435 501(C)(3) 20000 0 GENERAL SUPPORT MISSION AMERICA COALITION 4740 GREEN RIVER ROAD STE 217 CORONA CA 92880 237317473 501(C)(3) 10000 0 GENERAL SUPPORT MISSION INDIA PO BOX 141312 GRAND RAPIDS MI 49514 382944724 501(C)(3) 15000 0 GENERAL SUPPORT MOUNT HERMON ASSOCIATION INC PO BOX 413 MOUNT HERMON CA 95041 946000955 501(C)(3) 20000 0 GENERAL SUPPORT MOUNTAINSIDE COMMUNION CHURCH 303 W COLORADO BLVD MONROVIA CA 91016 320267512 501(C)(3) 6400 0 GENERAL SUPPORT MULTIPLICATION NETWORK MINISTRIES 22515 TORRENCE AVENUE SAUK VILLAGE IL 60411 260276601 501(C)(3) 15000 0 GENERAL SUPPORT NEW DOOR VENTURES 3221 20TH ST SAN FRANCISCO CA 94110 942780274 501(C)(3) 21500 0 GENERAL SUPPORT OPPORTUNITY INTERNATIONAL PO BOX 2826 CAROL STREAM IL 60132 540907624 501(C)(3) 35000 0 GENERAL SUPPORT OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 936022772 501(C)(3) 25000 0 GENERAL SUPPORT PINNACLE PRESBYTERIAN CHURCH 25150 NORTH PIMA RD SCOTTSDALE AZ 85255 860708287 501(C)(3) 25000 0 GENERAL SUPPORT REACH BEYOND PO BOX 39800 COLORADO SPRINGS CO 80949 590939206 501(C)(3) 55000 0 GENERAL SUPPORT SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 8750 0 GENERAL SUPPORT SCHOLARLEADERS INTERNATIONAL 2065 HALF DAY RD T-2992 DEERFIELD IL 60015 942923639 501(C)(3) 47750 0 GENERAL SUPPORT SIM USA 14830 CHOATE CIRCLE CHARLOTTE NC 28273 221936391 501(C)(3) 10000 0 GENERAL SUPPORT ST JOHN THE BAPTIST ORTHODOX CHURCH 4718 E HORSEHAVEN AVE POST FALLS ID 83854 820485313 501(C)(3) 6000 0 GENERAL SUPPORT ST MATTHEWS EPISCOPAL CHURCH 4110 RIVER ROAD EUGENE OR 97404 135562208 501(C)(3) 15000 0 GENERAL SUPPORT STUDIO ART QUILT ASSOCIATES INC PO BOX 141 HEBRON CT 06248 770271652 501(C)(3) 9000 0 GENERAL SUPPORT THE BOWERY MISSION PO BOX 2000 NEW YORK NY 10156 131617086 501(C)(3) 6250 0 GENERAL SUPPORT THE CENTER FOR BECOMING 533 PACIFICA AVENUE SOLANA BEACH CA 92075 853094256 501(C)(3) 12000 0 GENERAL SUPPORT THE FIRST PRESBYTERIAN CHURCH MONROVIA 101 E FOOTHILL BLVD MONROVIA CA 91016 951644010 501(C)(3) 103000 0 GENERAL SUPPORT THE OUTREACH FOUNDATION 381 RIVERSIDE DR FRANKLIN TN 37064 581375506 501(C)(3) 34600 0 GENERAL SUPPORT TOUCH OF LOVE INTERNATIONAL (TOLI) 5785 NORTH UNION BLVD COLORADO SPRINGS CO 80918 273566719 501(C)(3) 6000 0 GENERAL SUPPORT TURLOCK CHRISTIAN SCHOOL PO BOX 1540 TURLOCK CA 95381 942587016 501(C)(3) 10000 0 GENERAL SUPPORT WELLS OF LIFE INC 29222 RANCHO VIEJO RD SUITE 204 SAN JUAN CAPISTRANO CA 92675 451496631 501(C)(3) 10000 0 GENERAL SUPPORT WINDRIDER INSTITUTE PO BOX 1640 EAGLE ID 83616 202726607 501(C)(3) 35000 0 GENERAL SUPPORT WORLD VISION INC PO BOX 9716 FEDERAL WAY WA 98063 951922279 501(C)(3) 14750 0 GENERAL SUPPORT YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 840385934 501(C)(3) 18500 0 GENERAL SUPPORT 64 0 PART I, LINE 2: FOR EXPENDITURE RESPONSIBILITY GRANTS, THE FOUNDATION FOLLOWS THE PROCEDURES SPECIFIED BY THE IRS FOR PRE-GRANT INQUIRY, AWARD DOCUMENTATION, MONITORING AND REPORTING ANNUALLY. FOR GRANTS OTHER THAN EXPENDITURE RESPONSIBILITY, SUCH GRANTS ARE UNCONDITIONAL GIFTS TO QUALIFIED 501(C)(3) PUBLIC CHARITIES; THE FOUNDATION DETERMINES THEY HAVE CURRENT QUALIFIED CHARITABLE STATUS PRIOR TO MAKING THE GRANT, IN RELIANCE ON IRS DETERMINATION DATA PUBLICLY AVAILABLE. X X X X X 0 0 0 0 0 0 0 0 0 DANIEL COOPER EXECUTIVE DIRECTOR 173295 173295 500 500 0 0 20250 20250 13523 13523 207568 207568 0 0 KEN ERFFMEYER SR. VP FOR ADVANCEMENT 270324 0 1000 0 0 0 37713 0 33359 0 342396 0 0 0 TODD DERRICK SR. DIR. GIFT/ESTATE PLANNING SVCS. 53105 159315 250 750 0 0 6882 20645 8336 25008 68573 205718 0 0 BRIAN RIETZE CHIEF FINANCIAL OFFICER 114299 76200 600 400 0 0 14361 9574 13807 9205 143067 95379 0 0 DASHA THOMAS SR. DIR. GIFT PLANNING/ANNUAL GIVING 191578 0 1000 0 0 0 23685 0 0 0 216263 0 0 0 JOHN KAMPERSCHROER SENIOR DIRECTOR OF DEVELOPMENT 169071 0 1000 0 0 0 20170 0 10885 0 201126 0 0 0 EMILY SEXTON SECRETARY / DIR OF HR & OFFICE OPS 120995 13444 900 100 0 0 13811 1535 25367 2819 161073 17898 0 0 LILY TSAU SR. DIRECTOR, ALUMNI RELATIONS 133740 0 1000 0 0 0 14839 0 12913 0 162492 0 0 0 TODD B DERRICK KEY EMPLOYEE REAL ESTATE CO-TENANCY AGREEMENT X 350000 350000 0 1 1 KEN ERFFMEYER KEY EMPLOYEE REAL ESTATE CO-TENANCY AGREEMENT X 400000 400000 0 1 1 750000 X 11 182361 FAIR MARKET VALUE X 1 343146 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS. HOWEVER, THE FORM 990 INSTRUCTIONS DEFINE "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. ACCORDINGLY, THE ORGANIZATION HAS ONE MEMBER: FULLER THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT AND BOARD CHAIR OF FULLER THEOLOGICAL SEMINARY SHALL EACH BE A DIRECTOR OF THE FULLER FOUNDATION DURING SUCH A PERIOD OF TIME AS HE OR SHE HOLDS SUCH OFFICE. ADDITIONALLY, THE FULLER THEOLOGICAL SEMINARY BOARD OF TRUSTEES SHALL SELECT ADDITIONAL VOTING MEMBERS OF THE BOARD OF THE FULLER FOUNDATION (SELECTED DIRECTORS"), SO LONG AS THE SEMINARY PRESIDENT, THE SEMINARY BOARD CHAIR, AND THE SELECTED DIRECTORS TOGETHER CONSTITUTE 49% (OR SUCH SMALLER NUMBER WHICH IS THE LARGEST POSSIBLE PERCENTAGE THAT DOES NOT EXCEED 49%) OF THE TOTAL NUMBER OF DIRECTORS OF THE FULLER FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OVERSEES THE INTERNAL ACCOUNTING TEAM THAT PROVIDES DOCUMENTATION TO THE OUTSIDE TAX PREPARER, WHO PREPARES THE FORM 990 AND SIGNS THE RETURNS AS PAID PREPARER. ONCE A DRAFT OF THE FORM 990 HAS BEEN RECEIVED FROM THE OUTSIDE TAX PREPARER, THE INTERNAL ACCOUNTING STAFF AND CFO PERFORM A REVIEW. THE CFO RELEASES A COPY TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL, AND THEN FORWARDS TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY, AND ALL OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE OF THE BOARD. OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IN 2017, DIRECTORS BEGAN PROVIDING WRITTEN AFFIDAVITS REGARDING THE ABSENCE OR EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT THAT A POTENTIAL CONFLICT OF INTEREST DID OCCUR, THE BOARD OF DIRECTORS WOULD REVIEW THE CIRCUMSTANCES CREATING THE POTENTIAL CONFLICT IN ACCORDANCE WITH CALIFORNIA CORPORATIONS CODE SECTION 5233. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR, THE PROCESS INCLUDES A DETAILED REVIEW AND APPROVAL BY AN INDEPENDENT BOARD COMMITTEE. WHEN IT IS DETERMINED TO BE NEEDED, DETAILED COMPARABILITY DATA IS SOUGHT IN THE DETERMINATION OF THE COMPENSATION. ADJUSTMENTS TO COMPENSATION ARE REVIEWED PERIODICALLY BY THE INDEPENDENT BOARD COMMITTEE. IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES, THE PROCESS INCLUDES A DETAILED REVIEW AND APPROVAL BY AN INDEPENDENT BOARD COMMITTEE USING RECOMMENDATIONS BY EXECUTIVE MANAGEMENT. RECOMMENDATIONS ARE MADE BASED ON ITEMS SUCH AS THE EMPLOYEE'S PERFORMANCE, COST OF LIVING CHANGES, AND COMPARISONS TO SIMILAR ORGANIZATIONS. PERFORMANCE REVIEWS AND COMPENSATION ADJUSTMENTS ARE EVALUATED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FULLER FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENTS -10,983. UNRELATED BUSINESS INCOME NOT RECORDED ON BOOKS 124,508. 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