THE FULLER FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE FULLER FOUNDATION (EIN 95-4124436)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349310063
- Schema version
- 2016v3.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:00:42-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Ln Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954124436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fuller Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULL | BusinessNameControlTxt |
| Phone | 6267923232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E Colorado Blvd No 250 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel L Cooper | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6267923232 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 15:13:15 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5029E8FD9FE66385FA59B177B15FCADA276E8E0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Brent Assink | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E Colorado Blvd No 250 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $89,647,956 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thefullerfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Endowments and grants to Christian and other charitable orgs; DAFs and Charitable Trusts. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $100,781 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $57,495 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,474,712 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,747,483 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,333,672 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,211,677 | CYProgramServiceRevenueAmt |
| PY Investment Income | $598,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $103,915 | CYOtherRevenueAmt |
| PY Total Revenue | $10,407,312 | PYTotalRevenueAmt |
| CY Total Revenue | $5,150,943 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,916,829 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,280,313 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,065,281 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $800,862 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,175 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,805,821 | PYOtherExpensesAmt |
| CY Other Expenses | $1,449,222 | CYOtherExpensesAmt |
| PY Total Expenses | $22,787,931 | PYTotalExpensesAmt |
| CY Total Expenses | $13,530,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,380,619 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,379,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $221,743,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,883,322 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $142,690,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,806,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $79,053,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,076,601 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE FULLER FOUNDATION IS ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL, LITERARY AND SCIENTIFIC PURPOSES UNDER SECTION 501(C)(3) WITH THE SPECIFIC PURPOSE TO AID, PROMOTE AND SUPPORT THE RELIGIOUS, CHARITABLE, EDUCATIONAL, LITERARY AND SCIENTIFIC PURPOSES OF FULLER THEOLOGICAL SEMINARY; TO AID, PROMOTE AND SUPPORT SIGNIFICANT PHILANTHROPY AND STEWARDSHIP FOR RELIGIOUS, CHARITABLE, EDUCATIONAL, LITERARY AND SCIENTIFIC PURPOSES AMONG DONORS TO FULLER THEOLOGICAL SEMINARY AND THE BROADER CHRISTIAN COMMUNITY; AND TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER IRS CODE SECTION 501(C)(3). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,979,142 | ExpenseAmt |
| Grant | $11,280,313 | GrantAmt |
| Revenue | $1,211,677 | RevenueAmt |
| Desc | 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 and other charitable organizations and various designated, restricted or endowment funds. The Foundation fulfills its purposes through the administration and management of 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. | Desc |
| Total Program Service Expenses | $11,979,142 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL L COOPER CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267923232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD SUITE 250 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Roy L Rogers | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD PENNER | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LABBERTON | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Villanueva | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Ceremsak | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE DRAKE | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James B Rea Jr | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P HARBOLT | ||||||||
| Executive Director (Through 6/30/16) | 20.00 | 20.00 | Yes (X) | $116,962 | $116,962 | $30,034 | Yes (X) | |
| Evan Pan | ||||||||
| Interim Executive Director | 20.00 | 20.00 | Yes (X) | $75,125 | $75,125 | $17,833 | Yes (X) | |
| Mark A Wentzien | ||||||||
| Secretary (Through 2/15/16) | 1.00 | 39.00 | $739 | $28,834 | $5,897 | Yes (X) | ||
| Daniel L Cooper | ||||||||
| CFO | 20.00 | 20.00 | $122,526 | $122,526 | $56,610 | Yes (X) | ||
| Emily Sexton | ||||||||
| Secretary (Effective 2/15/16) | 20.00 | 20.00 | $32,927 | $32,926 | $23,579 | Yes (X) | ||
| Todd B Derrick | ||||||||
| Client Relations Mgr/Former Officer | 0.00 | 40.00 | $0 | $176,464 | $52,811 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $348,279 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $552,837 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $186,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,747,483 | AllOtherContributionsAmt |
| Noncash Contributions | $58,045 | NoncashContributionsAmt |
| Total Contributions | $3,747,483 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost Recovery Assessment | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $1,211,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,211,677 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,211,677 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,289 | TotalRevenueColumnAmt |
| Exclusion | $454,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,130,592 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,497,013 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$366,421 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$366,421 | TotalRevenueColumnAmt |
| Exclusion | -$366,421 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI from Passthroughs | 523000 | $100,781 | $100,781 | |
| Miscellaneous Revenue | 900099 | $3,134 | $3,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $103,915 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,150,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,211,677 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100,781 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,002 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,280,313 | TotalAmt |
| Program Services | $8,280,313 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000,000 | TotalAmt |
| Program Services | $3,000,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,454 | TotalAmt |
| Management And General | $312,660 | ManagementAndGeneralAmt |
| Fundraising | $99,794 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,681 | TotalAmt |
| Management And General | $205,947 | ManagementAndGeneralAmt |
| Fundraising | $65,734 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,993 | TotalAmt |
| Management And General | $9,091 | ManagementAndGeneralAmt |
| Fundraising | $2,902 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,525 | TotalAmt |
| Management And General | $49,671 | ManagementAndGeneralAmt |
| Fundraising | $15,854 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,209 | TotalAmt |
| Management And General | $29,722 | ManagementAndGeneralAmt |
| Fundraising | $9,487 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,627 | TotalAmt |
| Management And General | $58,627 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,036 | TotalAmt |
| Management And General | $47,036 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,617 | TotalAmt |
| Management And General | $302,617 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,093 | TotalAmt |
| Management And General | $37,489 | ManagementAndGeneralAmt |
| Fundraising | $1,604 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,001 | TotalAmt |
| Fundraising | -$2,001 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,433 | TotalAmt |
| Management And General | $26,102 | ManagementAndGeneralAmt |
| Fundraising | $8,331 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,576 | TotalAmt |
| Management And General | $39,855 | ManagementAndGeneralAmt |
| Fundraising | $12,721 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,505 | TotalAmt |
| Management And General | $96,655 | ManagementAndGeneralAmt |
| Fundraising | $30,850 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,479 | TotalAmt |
| Management And General | $13,250 | ManagementAndGeneralAmt |
| Fundraising | $4,229 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,821 | TotalAmt |
| Management And General | $50,654 | ManagementAndGeneralAmt |
| Fundraising | $16,167 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,636 | TotalAmt |
| Management And General | $4,272 | ManagementAndGeneralAmt |
| Fundraising | $1,364 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Cost Recovery Expenses | $698,829 | $698,829 | ||
| TAXES & LICENSES | $186 | $141 | $45 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385 | TotalAmt |
| Management And General | $291 | ManagementAndGeneralAmt |
| Fundraising | $94 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,530,397 | TotalAmt |
| Program Services | $11,979,142 | ProgramServicesAmt |
| Management And General | $1,284,080 | ManagementAndGeneralAmt |
| Fundraising | $267,175 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,910,479 | BOYAmt |
| EOY | $1,230,012 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,101,624 | BOYAmt |
| EOY | $49,231,470 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $308,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,926 | BOYAmt |
| EOY | $23,466 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,350,000 | BOYAmt |
| EOY | $2,350,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,167 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,876 | BOYAmt |
| EOY | $50,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $666,751 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $447,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,162 | BOYAmt |
| EOY | $218,833 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,590,632 | BOYAmt |
| EOY | $33,384,411 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,439,772 | BOYAmt |
| EOY | $69,307,670 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,647,000 | BOYAmt |
| EOY | $3,647,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,834 | BOYAmt |
| EOY | $131,694 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,743,472 | BOYAmt |
| EOY | $159,883,322 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,772 | BOYAmt |
| EOY | $214,928 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,334,534 | BOYAmt |
| EOY | $86,591,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,690,306 | BOYAmt |
| EOY | $88,806,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,712,169 | BOYAmt |
| EOY | $16,097,088 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,537,826 | BOYAmt |
| EOY | $39,119,991 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,803,171 | BOYAmt |
| EOY | $15,859,522 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,053,166 | BOYAmt |
| EOY | $71,076,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,743,472 | BOYAmt |
| EOY | $159,883,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,379,454 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $960,828 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$557,939 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,878,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,485,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,481,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,474,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,747,483 | CurrentTaxYearAmt |
| Total | $29,068,164 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,878,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,485,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,481,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,474,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,747,483 | CurrentTaxYearAmt |
| Total | $29,068,164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,611,182 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,456,982 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $631,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $454,289 | CurrentTaxYearAmt |
| Total | $1,656,989 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $233,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,495 | CurrentTaxYearAmt |
| Total | $361,805 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $17,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,124 | CurrentTaxYearAmt |
| Total | $21,346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,108,304 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,764,920 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other income - 2013 Amount: $ 17,995. 2014 Amount: $ 227. 2016 Amount: $ 3,124. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 48 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,319,050 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $6,494,668 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,562,702 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,225,606 | BeginningYearBalanceAmt |
| Contributions | $121,107 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,383 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,404,387 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,921,943 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,547,836 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,176,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,146,025 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,225,606 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,823,046 | BeginningYearBalanceAmt |
| Contributions | $1,669 | ContributionsAmt |
| Investment Earnings Or Losses | $952,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,229,762 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,547,836 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,160,805 | BeginningYearBalanceAmt |
| Contributions | $275,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,461,995 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,074,754 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,823,046 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,585,587 | BeginningYearBalanceAmt |
| Contributions | $525,510 | ContributionsAmt |
| Investment Earnings Or Losses | $1,721,868 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,672,159 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,160,806 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.53630 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $154,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,517 | DepreciationAmt |
| Book Value | $84,870 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $512,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $378,401 | DepreciationAmt |
| Book Value | $133,963 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $218,833 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Fuller Private Equity Fund, LP | $3,455,169 | F |
| Other Securities | $3,980,845 | F |
| MISSION CORE FUND I | $60,624,795 | F |
| RVP Opportunities Fund II, LP | $268,474 | F |
| Montreux IV Assoc IV, LLC | $167,424 | F |
| Evanston Development, LLC | $810,963 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,307,670 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTED FUNDS HELD FOR OTHERS | $3,440,649 |
| INVESTED FUNDS HELD FOR SEMINARY | $4,039,562 |
| IRREVOC TRUSTS HELD FOR OTHERS | $22,880,785 |
| IRREVOC TRUSTS HELD FOR SEMINARY | $301,371 |
| LIFE INCOME OBLIGATIONS | $25,058,193 |
| Inv Held for REVOCABLE TRUSTS | $569,835 |
| UNRESTRICTED FUND FOR SEMINARY | $30,293,304 |
| Due to FIMCO | $8,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,591,793 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | Endowment funds are utilized to support general operations, specific endowed chairs, and scholarship funds of Fuller Theological Seminary and other charitable organizations. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Grants are made to qualifying charities. | Grant Making | $3,000,000 |
| Central America and the Caribbean | 0 | 0 | Investments | $20,241,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $23,241,852 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $23,241,852 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | RegionTxt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Cash Grant | $3,000,000 | CashGrantAmt |
| Manner Of Cash Disbursement | bank Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (68 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Kernel of Wheat Christian Ministries | ||||||||
| 1423 Maple St | South Pasadena | CA | 91030 | 954836207 | 501(c)(3) | $12,000 | General Support | |
| Achungo Community Center | ||||||||
| 1106 Sussex Square | Mountain View | CA | 94040 | 611598457 | 501(c)(3) | $15,000 | General Support | |
| All Saints Episcopal Church | ||||||||
| 132 North Euclid Ave | Pasadena | CA | 91101 | 951980801 | 501(c)(3) | $12,500 | General Support | |
| Arrow Child and Family Ministries | ||||||||
| 2929 FM 2920 | Spring | TX | 77388 | 010628536 | 501(c)(3) | $9,000 | General Support | |
| Back To God Ministries | ||||||||
| 6555 West College Drive | Palos Heights | IL | 60463 | 362284261 | 501(c)(3) | $20,000 | General Support | |
| Boys and Girls Club of America | ||||||||
| 1275 Peachtree Street NE | Atlanta | GA | 30309 | 135562976 | 501(c)(3) | $10,000 | General Support | |
| Buffalo State College Foundation | ||||||||
| 1300 Elmwood Ave | Buffalo | NY | 142221095 | 166037117 | 501(c)(3) | $10,000 | General Support | |
| Called for His Purpose | ||||||||
| PO Box 141044 | Dallas | TX | 75214 | 462091260 | 501(c)(3) | $21,000 | General Support | |
| Calvin College | ||||||||
| 3201 Burton Street SE | Grand Rapids | MI | 495464301 | 383071514 | 501(c)(3) | $20,000 | General Support | |
| Celebration Education Fund | ||||||||
| 2121 Celebration Drive NE | Grand Rapids | MI | 49525 | 271438948 | 501(c)(3) | $70,000 | General Support | |
| Child Evangelism Fellowship of Pasadena | ||||||||
| 1114 East Mountain Street | Pasadena | CA | 91104 | 951985466 | 501(c)(3) | $20,000 | General Support | |
| Christian Veterinary Mission | ||||||||
| 19303 Fremont Avenue North | Seattle | WA | 981330166 | 916012289 | 501(c)(3) | $9,000 | General Support | |
| Christian Witness Theological Seminary | ||||||||
| 1975 Concourse Drive | San Jose | CA | 95131 | 943109801 | 501(c)(3) | $12,000 | General Support | |
| Christianity Today International | ||||||||
| 465 Gunderson Drive | Carol Stream | IL | 60188 | 520231554 | 501(c)(3) | $10,000 | General Support | |
| Church of the Epiphany | ||||||||
| 13515 Dulles Technology Drive Suite | Herndon | VA | 201713413 | 541514352 | 501(c)(3) | $20,000 | General Support | 1 |
| Church of the Servant | ||||||||
| 3835 Burton Street SE | Grand Rapids | MI | 49546 | 237410095 | 501(c)(3) | $40,000 | General Support | |
| Community School of Music and Arts | ||||||||
| 230 San Antonio Circle | Mountain View | CA | 94040 | 237023900 | 501(c)(3) | $25,000 | General Support | |
| CRU | ||||||||
| PO Box 628222 | Orlando | FL | 328628222 | 956006173 | 501(c)(3) | $6,050 | General Support | |
| Escalade Recovery Foundation | ||||||||
| 380 S 19th Street | San Jose | CA | 95116 | 200055293 | 501(c)(3) | $15,000 | General Support | |
| Fidelity Charitable | ||||||||
| PO Box 770001 | Cincinnati | OH | 452770053 | 110303001 | 501(c)(3) | $316,831 | General Support | |
| First Liberty Institute | ||||||||
| 2001 W Plano Pkwy Suite 1600 | Plano | TX | 75075 | 751403169 | 501(c)(3) | $6,500 | General Support | |
| Focus on the Family | ||||||||
| 8605 Explorer Drive | Colorado Springs | CO | 809201051 | 953188150 | 501(c)(3) | $13,000 | General Support | |
| Forum of Christian Leaders | ||||||||
| PO Box 1442 | Wheaton | IL | 601870145 | 464112405 | 501(c)(3) | $20,000 | General Support | |
| Friends of Forman Christian College | ||||||||
| 3434 Roswell Road NW | Atlanta | GA | 30305 | 542090435 | 501(c)(3) | $14,000 | General Support | |
| Fuller Theological Seminary | ||||||||
| 135 N Oakland Ave | Pasadena | CA | 91182 | 951699394 | 501(c)(3) | $5,244,645 | General Support | |
| Global Scholars | ||||||||
| PO Box 12147 | Overland Park | KS | 662822147 | 561627401 | 501(c)(3) | $20,000 | General Support | |
| Grace Presbyterian Church | ||||||||
| 10221 Ella Lee Lane | Houston | TX | 77042 | 741216230 | 501(c)(3) | $115,000 | General Support | |
| Help One Child | ||||||||
| 858 University Ave | Los Altos | CA | 94024 | 770330145 | 501(c)(3) | $10,000 | General Support | |
| Hope Unlimited for Children | ||||||||
| PO Box 100 | Jefferson City | TN | 37760 | 330480141 | 501(c)(3) | $15,000 | General Support | |
| Instruments of Praise Inc | ||||||||
| PO Box 61024 | Pasadena | CA | 91116 | 954496026 | 501(c)(3) | $26,000 | General Support | |
| International Justice Mission | ||||||||
| PO Box 96961 | Washington | DC | 200906961 | 541722887 | 501(c)(3) | $7,250 | General Support | |
| Kids Hope USA | ||||||||
| 100 S Pine St | Zeeland | MI | 49464 | 383624308 | 501(c)(3) | $5,669 | General Support | |
| LA Philharmonic Association | ||||||||
| 151 S Grand Avenue | Los Angeles | CA | 90012 | 951696734 | 501(c)(3) | $5,500 | General Support | |
| La Salle High School | ||||||||
| 3880 East Sierra Madre Blvd | Pasadena | CA | 91107 | 954480979 | 501(c)(3) | $7,500 | General Support | |
| Langham Partnership | ||||||||
| PO Box 189 | Cave Creek | AZ | 85327 | 237417198 | 501(c)(3) | $30,000 | General Support | |
| Live in Peace Inc | ||||||||
| 321 Bell St | East Palo Alto | CA | 94303 | 452301493 | 501(c)(3) | $39,000 | General Support | |
| Logos Evangelical Seminary | ||||||||
| 9358 Telstar Avenue | El Monte | CA | 91731 | 954457666 | 501(c)(3) | $30,000 | General Support | |
| Loving Houston Inc | ||||||||
| 12610 Marshall Drive | Magnolia | TX | 77354 | 463830659 | 501(c)(3) | $10,000 | General Support | |
| LymeLight Foundation | ||||||||
| 1229 Burlingame Ave Suite 205 | Burlingame | CA | 94010 | 611645660 | 501(c)(3) | $15,000 | General Support | |
| Menlo Church Mountain View | ||||||||
| 1451 Grant Road | Mountain View | CA | 94040 | 453539663 | 501(c)(3) | $15,000 | General Support | |
| Mission America Coalition | ||||||||
| PO Box 13930 | Palm Desert | CA | 92255 | 237317473 | 501(c)(3) | $20,000 | General Support | |
| Mission India | ||||||||
| PO Box 141312 | Grand Rapids | MI | 49514 | 382944724 | 501(c)(3) | $20,000 | General Support | |
| Mount Hermon | ||||||||
| PO Box 413 | Mount Hermon | CA | 95041 | 946000955 | 501(c)(3) | $15,000 | General Support | |
| Multiplication Network | ||||||||
| 22515 Torrence Avenue | Sauk Village | IL | 60411 | 260276601 | 501(c)(3) | $20,000 | General Support | |
| Neighborhood Ministries | ||||||||
| PO Box 6057 | Phoenix | AZ | 850056057 | 860809052 | 501(c)(3) | $450,000 | General Support | |
| New Door Ventures | ||||||||
| 3221 20th St | San Francisco | CA | 94110 | 942780274 | 501(c)(3) | $35,000 | General Support | |
| Opportunity International | ||||||||
| 550 W Van Buren Ste 200 | Chicago | IL | 60607 | 540907624 | 501(c)(3) | $97,000 | General Support | |
| Scholar Leaders International | ||||||||
| 27850 Irma Lee Circle | Lake Forest | IL | 60045 | 942923639 | 501(c)(3) | $17,750 | General Support | |
| SEAL-Naval Special Warfare Family Foundation | ||||||||
| 300 Carlsbad Village Dr Ste | Carlsbad | CA | 92008 | 271963880 | 501(c)(3) | $10,000 | General Support | 108A-361 |
| SIM USA | ||||||||
| PO Box 7900 | Charlotte | NC | 28241 | 221936391 | 501(c)(3) | $10,000 | General Support | |
| St Andrews Presbyterian Church | ||||||||
| 600 St Andrews Road | Newport Beach | CA | 92663 | 951969024 | 501(c)(3) | $10,000 | General Support | |
| St Francis High School | ||||||||
| 200 Foothill Blvd | La Canada | CA | 91011 | 951768858 | 501(c)(3) | $14,150 | General Support | |
| St John the Baptist Orthodox Church | ||||||||
| 4718 E Horsehaven Ave | Post Falls | ID | 83854 | 116007930 | 501(c)(3) | $15,000 | General Support | |
| Stanford University | ||||||||
| 434 Galvez Mall | Stanford | CA | 943056010 | 941156365 | 501(c)(3) | $10,350 | General Support | |
| Star of Hope Mission | ||||||||
| 6897 Ardmore | Houston | TX | 77054 | 741152599 | 501(c)(3) | $75,000 | General Support | |
| Stoneridge Christian High School | ||||||||
| 500 Buena Vista Dr | Merced | CA | 95348 | 770525158 | 501(c)(3) | $325,000 | General Support | |
| Studio Art Quilt Association (SAQA) | ||||||||
| PO Box 141 | Hebron | CT | 06248 | 770271652 | 501(c)(3) | $8,500 | General Support | |
| The First Presbyterian Church Monrovia | ||||||||
| 101 E Foothill Blvd | Monrovia | CA | 91016 | 236393377 | 501(c)(3) | $50,000 | General Support | |
| The Neighborhood Christian Clinic Inc | ||||||||
| 1929 W Fillmore Street | Phoenix | AZ | 85009 | 860839580 | 501(c)(3) | $35,000 | General Support | |
| The University of the Pacific | ||||||||
| 3601 Pacific Avenue | Stockton | CA | 95211 | 941156266 | 501(c)(3) | $20,000 | General Support | |
| Turlock Christian School | ||||||||
| PO Box 1540 | Turlock | CA | 95381 | 942587016 | 501(c)(3) | $200,000 | General Support | |
| Valley Presbyterian Church | ||||||||
| 6947 E McDonald Drive | Paradise Valley | AZ | 85253 | 860173410 | 501(c)(3) | $82,500 | General Support | |
| Valley United Presbyterian Foundation | ||||||||
| 6947 E McDonald Drive | Paradise Valley | AZ | 85253 | 942378204 | 501(c)(3) | $14,950 | General Support | |
| Vision International Alliance | ||||||||
| 3440 Wilshire Blvd 845 | Los Angeles | CA | 90010 | 954482673 | 501(c)(3) | $9,500 | General Support | |
| World Vision Inc | ||||||||
| PO Box 9716 | Federal Way | WA | 980639716 | 951922279 | 501(c)(3) | $30,000 | General Support | |
| WOW International | ||||||||
| PO Box 6308 | Altadena | CA | 91003 | 954322095 | 501(c)(3) | $20,000 | General Support | |
| Young Life - Bend OR 32 | ||||||||
| PO Box 6051 | Bend | OR | 977086051 | 840385934 | 501(c)(3) | $67,000 | General Support | |
| Youth for Christ Central Valley | ||||||||
| 918 Sierra Dr | Modesto | CA | 95351 | 770160288 | 501(c)(3) | $15,000 | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 68 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | For expenditure responsibility grants, the Foundation follows the procedure 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS P HARBOLT | ||||||||||||||
| Executive Director (Through 6/30/16) | $94,529 | $94,529 | $11,893 | $11,893 | $10,540 | $10,540 | $3,863 | $3,862 | $11,155 | $11,154 | $131,980 | $131,978 | $0 | $0 |
| Evan Pan | ||||||||||||||
| Interim Executive Director | $75,000 | $75,000 | $0 | $0 | $125 | $125 | $7,606 | $7,606 | $1,311 | $1,310 | $84,042 | $84,041 | $0 | $0 |
| Daniel L Cooper | ||||||||||||||
| CFO | $122,401 | $122,401 | $0 | $0 | $125 | $125 | $14,319 | $14,319 | $13,986 | $13,986 | $150,831 | $150,831 | $0 | $0 |
| Todd B Derrick | ||||||||||||||
| Client Relations Mgr/Former Officer | $0 | $176,214 | $0 | $0 | $0 | $250 | $0 | $22,785 | $0 | $30,026 | $0 | $229,275 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | MEMBERS OF SENIOR MANAGEMENT RECEIVE SUPPLEMENTAL COMPENSATION VIA PARTICIPATION IN A NON-QUALIFIED, UNFUNDED, RETENTION PROGRAM. THE EXECUTIVE DIRECTOR ALSO PARTICIPATES IN AN UNFUNDED, NON-QUALIFIED EXECUTIVE DEFERRED COMPENSATION PROGRAM. BOTH OF THESE PROGRAMS ARE UNDER THE SUPERVISION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, AND PROVIDE FOR ANNUAL DISCRETIONARY FIXED CONTRIBUTIONS TO BE CREDITED TO EACH PARTICIPANT'S ACCOUNT IN THE PROGRAM AS DEEMED APPROPRIATE BY THE EXECUTIVE COMMITTEE. ADDITIONALLY, HYPOTHETICAL INVESTMENT RETURNS BASED UPON PHANTOM INVESTMENT ALLOCATIONS ON PARTICIPANT ACCOUNT BALANCES ARE CREDITED TO EACH PARTICIPANT'S ACCOUNT. THE BALANCES IN PARTICIPANT ACCOUNTS ARE GENERAL OBLIGATIONS OF THE FULLER FOUNDATION. AMOUNTS CREDITED TO EACH PARTICIPANT'S ACCOUNT UNDER THESE PROGRAMS IS INCLUDED IN COLUMN (C) OF SCHEDULE J, PART II. A NEGATIVE AMOUNT IN COLUMN (C) OF SCHEDULE J, PART II IS POSSIBLE IF INVESTMENT RETURN ALLOCATION IS NEGATIVE AND/OR IF THERE ARE ANY FORFEITED AMOUNTS UNDER THE TERMS OF THE RETENTION PROGRAM. DURING THE TAX YEAR ENDED 12/31/2016, THERE WERE NO CONTRIBUTIONS TO THE PLAN; HOWEVER, DURING THE YEAR, THOMAS P. HARBOLT RECEIVED A TAXABLE DISTRIBUTION OF $23,786 FROM THE PLAN. |
| Part I, Line 5 | The Executive Director received bonus compensation which was based upon a set of performance criteria, including organization revenue growth. |
| Part I, Line 7 | See description for line 5. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| T DERRICK | |||||||
| Former Officer | Real Estate Co-tenancy agreement | Yes (X) | $350,000 | $350,000 | 0 | Yes (1) | Yes (1) |
| T Harbolt | |||||||
| Executive Director | Real Estate Co-tenancy agreement | Yes (X) | $2,525,000 | $2,000,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,350,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,045 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The organization is reporting the number of items contributed in Schedule M, Part I, Column (b). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 PREPARER. ONCE A DRAFT OF THE FORM 990 HAS BEEN RECEIVED FORM 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. |
| 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. In 2017, the Board of 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. The Executive Director was not present when his compensation was decided. The last detailed comparability study was undertaken 2011, and the last adjustment to pay was done for the 2016 calendar year. 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. Review and adjustments to pay are done annually, with the last adjustment to pay done for the 2016 calendar year. |
| Form 990, Part VI, Section C, line 19 | The Fuller Foundation makes its governing documents, policies and financial statements available upon request. |
| Form 990, Part XI, line 9: | Change in Value Split Interest Agreements -457,158. Unrelated Business Revenue not Recorded on Books -100,781. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FULLER EVENT DRIVEN FUND LP | |||||||||||||||||||||
| 385 E COLORADO BLVD SUITE 250 | PASAdena | CA | 91101 | 900917317 | Investments | DE | N/A | ||||||||||||||
| FULLER LONGSHORT EQUITY FUND LP | |||||||||||||||||||||
| 385 E COLORADO BLVD SUITE 250 | PASAdena | CA | 91101 | 900916935 | Investments | DE | N/A | ||||||||||||||
| EVANSTON DEVELOPMENT LLC | |||||||||||||||||||||
| 608 N FAIR OAKS AVE UNIT 129 | PASADENA | CA | 91103 | 900655742 | Investments | CA | N/A | ||||||||||||||
| FULLER PRIVATE EQUITY FUND LP | |||||||||||||||||||||
| 385 E COLORADO BLVD SUITE 250 | PASAdena | CA | 91101 | 461467181 | Investments | DE | Fuller Investment Management Company | Excluded | -$596,858 | $2,924,048 | 0 | -$7 | 0 | 0.28190 | |||||||
| FULLER GLOBAL MACRO FUND LP | |||||||||||||||||||||
| 385 E COLORADO BLVD SUITE 250 | PASadena | CA | 91101 | 461265883 | investments | DE | N/A | ||||||||||||||
| FULLER CREDIT FUND LP | |||||||||||||||||||||
| 385 E COLORADO BLVD SUITE 250 | PASAdena | CA | 91101 | 461057477 | Investments | DE | Fuller Investment Management Company | Excluded | $244,019 | 0 | $39,176 | 0 | 0.03260 | ||||||||
| Fuller Endowment Fund LP | |||||||||||||||||||||
| 385 E COLORADO BLVD SUITE 250 | Pasadena | CA | 91101 | 264393493 | Investments | DE | The Fuller Foundation | Excluded | $5,447,063 | 0 | -$161,925 | 0 | 0.80200 | ||||||||
| Mission Core Fund I LP | |||||||||||||||||||||
| 980694642 | Investments | Fuller Investment Management Company | Excluded | $966,717 | $20,241,852 | 0 | 0 | 0.33390 | 190 Elgin Avenue | George Town | Grand Cayman | CJ | KY1-9005 | CJ | |||||||
| Fuller Endowment Fund LLC | |||||||||||||||||||||
| 385 E Colorado Blvd Suite 250 | Pasadena | CA | 91101 | 352579788 | Investments | CA | The Fuller Foundation | Excluded | 0 | Yes (1) | 0.50000 | ||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fuller Investment Management Company | ||||||||||||||||||
| 385 E Colorado Blvd Suite 250 | pasadena | CA | 91101 | 461707929 | Investment Advisor | DE | The FUller Foundation | C | $2,295,429 | $3,126,090 | 1.00000 | Yes (1) | ||||||
| FULLER ENDOWMENT FUND LTD | ||||||||||||||||||
| Passive Investment Fund | Mission Core Fund I LP | C | $72,541 | $30,723,903 | 0.33000 | 0 | 190 Elgin Avenue Georgetown | Grand Cayman | CJ | KY1-9005 | CJ | |||||||
| Charitable Remainder Trusts (4) | ||||||||||||||||||
| Split Interest Charitable Trust | CA | T | Yes (1) | N/A | ||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FULLER INVESTMENT MANAGEMENT COMPANY | ||
| O | $329,618 | book |
| FULLER INVESTMENT MANAGEMENT COMPANY | ||
| Q | $181,015 | Book |
| Fuller Endowment Fund LP | ||
| S | $45,018,950 | Book |
| Fuller Private Equity Fund LP | ||
| B | $2,745,420 | Book |
| Fuller Credit Fund LP | ||
| B | $300,000 | Book |
| Fuller Credit Fund LP | ||
| S | $2,377,562 | Book |
| Mission Core Fund I LP | ||
| B | $9,159,903 | Book |
| Mission Core Fund I LP | ||
| S | $19,403,288 | Book |