FULTON FORWARD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FORWARD FOUNDATION (EIN 84-3024170)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105479
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:51:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843024170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FORWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULT | BusinessNameControlTxt |
| Phone | 7173272329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian T DeMild | PersonNm |
| Person Title | SVP Corporate Tax Director | PersonTitleTxt |
| Phone | 7173272329 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,860,282 | 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 | $5,622,269 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $102,732 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,732 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $102,732 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $0 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $0 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,725,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,732 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $102,732 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $437 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $437 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $437 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,921,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,921,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,921,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $437 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,921,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,803,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,295 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $525,561 | CashBOYAmt |
| Cash EOY | $1,226,142 | CashEOYAmt |
| Cash EOYFMV | $1,226,142 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,531,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,634,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,634,140 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,056,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,860,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,860,282 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,514,468 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,279,032 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $542,500 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $581,250 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,056,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,860,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,056,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,860,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,056,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,803,314 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,860,282 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,860,282 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,422 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,422 | SubtotalAmt |
| Tax Based On Investment Income | $1,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $1,422 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FULTONBANK.COM | WebsiteAddressTxt |
| Individual With Books | Brian T DeMild | IndividualWithBooksNm |
| Phone | 7173272329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S GLOVER | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BRIAN T DEMILD | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | TREASURER | 4.00 | $0 | $0 | $0 |
| MARK A CROWE | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | SECRETARY | 3.00 | $0 | $0 | $0 |
| KAREN MOORE | ||||||||
| ONE PENN SQUARE | LANCASTER | PA | 17602 | SECRETARY | 3.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,774,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,774,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,774,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,672,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,422 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,422 | TotalTaxAmt |
| Distributable Before Adj | $332,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $332,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $332,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,921,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,921,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $332,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr4 | $608,710 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $212,609 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,972,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,914,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,921,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,921,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $332,209 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $332,209 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,503,651 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,503,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,501 | ExcessFromYear4Amt |
| Excess From Year3 | $212,609 | ExcessFromYear3Amt |
| Excess From Year2 | $120,873 | ExcessFromYear2Amt |
| Excess From Year1 | $1,972,418 | ExcessFromYear1Amt |
| Excess From Current Year | $1,921,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| African American Chamber of Commerce of NJ | ||||||||
| 379 West State Street | Trenton | NJ | 08618 | No Relationship | PF | Economic empowering african american communities in NJ | $20,000 | |
| Alvernia University OPake Insitutes Student Powered Business Incubator | ||||||||
| 400 Saint Bernardine Street | Reading | PA | 19607 | No Relationship | PF | OPake Institute Funding | $60,000 | |
| Baltimore Community Foundation Key Bridge | ||||||||
| 11 East Mount Royal Avenue | Baltimore | MD | 21202 | No Relationship | PF | Stay Stroung Key Bridge Fund | $75,000 | 2nd Floor |
| Baltimore Community Lending | ||||||||
| 301 N Calvert Street | Baltimore | MD | 21202 | No Relationship | PF | CDFI Small Business Lending and Real Estate Construction Lending | $250,000 | |
| Believe in Students | ||||||||
| 1755 N 13th Street | Philadelphia | PA | 19122 | No Relationship | PF | Philadelphia FAST Fund program | $20,000 | 295 |
| Chester County Futures | ||||||||
| 50 South 1st Avenue | Coatesville | PA | 19320 | No Relationship | PF | Workforce Development Programming and DEI Programming for underserved high school students | $20,000 | Suite 105 |
| COMMUNITY EDUCATION BUILDING CORP | ||||||||
| 1200 North French Street | Wilmington | DE | 19801 | No Relationship | PF | Technology Talent Workforce Development Pipeline | $20,000 | |
| Community Wealth Builders | ||||||||
| 1600 W 41st Street | Baltimore | MD | 21211 | No Relationship | PF | Fostering more equitable inclusive sustainable neighborhood economies by promoting and catalyzingcommunity wealthbuilding models and strategies | $25,000 | Suite 700 |
| Delaware Futures | ||||||||
| 1401 N Adams Street | Wilmington | DE | 19801 | No Relationship | PF | Academic support & mentorships | $25,000 | |
| Economy League of Greater Philadelphia | ||||||||
| 901 Market Street | Philadelphia | PA | 19107 | No Relationship | PF | Philadelphia Anchors for Growth & Equity | $20,000 | Suite 3020 |
| Fauquier Habitat for Humanity | ||||||||
| P O Box 3189 | Warrenton | VA | 20188 | No Relationship | PF | Horner Street Project | $30,000 | |
| Featherstone Foundation | ||||||||
| 11101 Resort Road | Ellicott City | MD | 21042 | No Relationship | PF | Economic Equity & Empowerment Programs | $30,000 | 107 |
| Federation of Neighborhood Centers | ||||||||
| 1901 S 9th Street | Philadelphia | PA | 19148 | No Relationship | PF | Building stronger communities | $20,000 | Room 212 |
| Good Neighbors Home Repair | ||||||||
| 224 E Street Road | Kennett Square | PA | 19348 | No Relationship | PF | Providing critical home repairs for those in need | $25,000 | Suite 2 |
| Graduate Philadelphia | ||||||||
| 1635 Market Street | Philadelphia | PA | 19103 | No Relationship | PF | Skills Plus & Structure Career Advising | $30,000 | 16th Floor |
| Habitat for Humanity of Bucks County | ||||||||
| 539 Jacksonville Road | Warminster | PA | 18974 | No Relationship | PF | Financial Literacy and Affordable Homeownership for Economic Empowerment | $20,000 | Suite 100 |
| Habitat For Humanity of Salem County | ||||||||
| 416 S Pennsville Auburn Road | Carneys Point | NJ | 08069 | No Relationship | PF | Handyman Program | $20,000 | |
| HCC Foundation for Workforce Development Scholorships | ||||||||
| 11400 Robinwood Drive | Hagerstown | MD | 21742 | No Relationship | PF | HCC Foundation for Workforce Development and Training Scholarships | $30,000 | ATC 125 |
| Hispanic Center of the Lehigh Valley | ||||||||
| 520 East Fourth Street | Bethlehem | PA | 18015 | No Relationship | PF | Cultural and Linguistic Workforce Development Center | $20,000 | |
| Interfaith Community Housing of Delaware | ||||||||
| 613 N Washington Street | Wilmington | DE | 19801 | No Relationship | PF | Affordable Housing | $25,000 | |
| Lancaster City Alliance | ||||||||
| 115 East King Street | Lancaster | PA | 17602 | No Relationship | PF | City of Lancaster - clean safe and vibrant city for all | $120,000 | |
| Lancaster Redevelopment Fund | ||||||||
| 28 Penn Square | Lancaster | PA | 17603 | No Relationship | PF | Affordable housing for low-and moderate families | $25,000 | Suite 200 |
| LancasterHistory | ||||||||
| 230 N President Avenue | Lancaster | PA | 17603 | No Relationship | PF | The Thaddeus Stevens & Lydia Hamilton Smith Center for History and Democracy | $50,000 | |
| Living Classrooms Foundation | ||||||||
| 1417 Thames Street | Baltimore | MD | 21231 | No Relationship | PF | Education and workforce development | $25,000 | |
| LUCY Outreach | ||||||||
| 3201 Federal Street | Camden | NJ | 08105 | No Relationship | PF | Multilingual Culturally Diverse & Inclusive Programs For Camdens Youth & Families | $25,000 | |
| Maryland Business Roundtable for Education | ||||||||
| 5520 Research Park Drive | Baltimore | MD | 21228 | No Relationship | PF | Economic Empowerment | $25,000 | Suite 235 |
| Mercy Career & Technical High School | ||||||||
| 2900 West Hunting Park Ave | Philadelphia | PA | 19129 | No Relationship | PF | Workforce Readiness | $25,000 | |
| Metropolitan Business League | ||||||||
| 1717 E Cary Street | Richmond | VA | 23223 | No Relationship | PF | Programs Education and Capital Access Hub | $30,000 | |
| Network for Teaching Entrepreneurship | ||||||||
| 120 Wall Street | New York | NY | 10005 | No Relationship | PF | Power of entrepreurship to youth in low-income communities | $31,250 | 18th Floor |
| PA CDFI Network | ||||||||
| 400 Market Street | Philadelphia | PA | 19106 | No Relationship | PF | Economic Empowerment | $50,000 | Suite 210 |
| Per Scholas | ||||||||
| 804 E 138th Street | Bronx | NY | 10454 | No Relationship | PF | Tuition free technology training for unemployed or underemployed adults | $25,000 | Floor 2 |
| Philadelphia Financial Scholars | ||||||||
| 201 Rouse Blvd | Philadelphia | PA | 19112 | No Relationship | PF | Financial Literacy Programs | $25,000 | |
| PIDC Community Capital | ||||||||
| 1500 Market Street | Philadelphia | PA | 19102 | No Relationship | PF | Economic Development | $25,000 | Suite 3500 West |
| TEC CENTRO | ||||||||
| 438 S Lime Street | Lancaster | PA | 17602 | No Relationship | PF | Workforce Development Grant | $50,000 | |
| The Enterprise Center | ||||||||
| 4548 Market Street | Philadelphia | PA | 19139 | No Relationship | PF | Capital Readiness Funding Commitment | $250,000 | |
| The Lancaster Science Factory | ||||||||
| 454 New Holland Avenue | Lancaster | PA | 17602 | No Relationship | PF | STEM Internships for Local High School and College Students | $20,000 | Suite 100 |
| The Maggie Walker Community Land Trust | ||||||||
| 203 N Robinson Street | Richmond | VA | 23220 | No Relationship | PF | Affordable Homeownership for Richmond Residents | $30,000 | |
| United Virginia Enterprise Foundation | ||||||||
| 4210 New Kent Avenue | Richmond | VA | 23225 | No Relationship | PF | Social Enterprise Accelarator Program | $25,000 | |
| UrbanPromise | ||||||||
| P O Box 1479 | Camden | NJ | 08105 | No Relationship | PF | StreetLeader Program | $30,000 | |
| Volunteers of America Chesapeake & Carolinas Inc | ||||||||
| 4601 Presidents Drive | Lanham | MD | 20706 | No Relationship | PF | Newport News YouthBuild | $20,000 | Suite 300 |
| YWCA Lancaster Race Against Racism | ||||||||
| 110 N Lime Street | Lancaster | PA | 17602 | No Relationship | PF | 2024 Race Against Racism | $20,000 | |
| Best work Industries for the Blind Inc | ||||||||
| 1940 Olney Avenue | Cherry Hill Township | NJ | 08003 | No Relationship | PF | Training and employment opportunities for people who are blind or visually impaired | $20,000 | 200 |
| Cathedral Kitchen | ||||||||
| 1514 Federal Street | Camden | NJ | 08105 | No Relationship | PF | Culinary Arts Job Training Program | $30,000 | Attn Noreen Flewelling |
| Delaware College Scholars Inc | ||||||||
| P O Box 392 | Wilmington | DE | 19899 | No Relationship | PF | Tuition free programs for high-achieving public school students | $25,000 | |
| Good Works Inc | ||||||||
| P O Box 1441 | Coatesville | PA | 19320 | No Relationship | PF | Transforming lives by repairing homes for low-income families and sharing the hope found in Jesus | $25,000 | |
| HomeFree USA Inc | ||||||||
| 8401 Corporate Drive | Landover | MD | 20785 | No Relationship | PF | Empowering home buyers | $20,000 | Suite 600 |
| Junior Achievement of Greater Hampton Roads Inc | ||||||||
| 4460 Corporation Lane | Virginia Beach | VA | 23462 | No Relationship | PF | Financial Literacy Work and Career Readiness and Entrepreneurship | $20,000 | Suite 206 |
| Philadelphia VIP Inc | ||||||||
| 1500 John F Kennedy Blvd | Philadelphia | PA | 19102 | No Relationship | PF | Free legal assistance. | $25,000 | Suite 1850 |
| The Da Vinci Discovery Center of Science and Technology Inc | ||||||||
| 3145 Hamilton Boulevard Bypass | Allentown | PA | 18103 | No Relationship | PF | Da Vinci Science Center at PPL Pavilion STEAM Classroom | $20,000 | |
| The Philadelphia Academies Inc | ||||||||
| 1500 John F Kennedy Blvd | Philadelphia | PA | 19102 | No Relationship | PF | Workforce Development Programs | $25,000 | Suite 312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,921,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 BANK NA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,622,269 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fulton Bank NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Penn Square | AddressLine1Txt |
| City | Lancaster | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax Based on Investment Income | CategoryTxt |
| Amt | $437 | Amt |
| Net Investment Income | $437 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $437 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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