Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 08-01-2017 , and ending 07-31-2018
Name of foundation
FULK FAMILY FOUNDATION INC
 
% MARCIA COFFMAN
Number and street (or P.O. box number if mail is not delivered to street address)150 S Wacker Dr Ste 2400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606
A Employer identification number

47-0732237
B Telephone number (see instructions)

(312) 236-2208
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$364,399,834J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 61,815,513
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,917,485 2,911,775 5,710
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,606,777
b Gross sales price for all assets on line 6a 198,688,492
7 Capital gain net income (from Part IV, line 2)... 42,606,777
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 107,339,775 45,518,552 5,710
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 864,700 172,940   691,760
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 80,627 16,125 0 64,502
b Accounting fees (attach schedule)....... Click to see attachment 88,000 44,000 0 44,000
c Other professional fees (attach schedule).... Click to see attachment 3,965 793   3,172
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 591,643 14,882   37,414
19 Depreciation (attach schedule) and depletion... Click to see attachment 619 619  
20 Occupancy.............. 55,080 11,016   44,064
21 Travel, conferences, and meetings....... 40,616 8,123   32,493
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 419,430 295,372   124,058
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,144,680 563,870 0 1,041,463
25 Contributions, gifts, grants paid....... 55,987,050 55,987,050
26 Total expenses and disbursements. Add lines 24 and 25 58,131,730 563,870 0 57,028,513
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 49,208,045
b Net investment income (if negative, enter -0-) 44,954,682
c Adjusted net income (if negative, enter -0-)... 5,710
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 9,998,027 8,954,818 8,954,818
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 142,870,854 Click to see attachment307,724,427 303,251,948
b Investments—corporate stock (attach schedule)....... 137,508,319 Click to see attachment30,411,960 48,168,333
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment731,268 767,865
11 Investments—land, buildings, and equipment: basis bullet3,094
Less: accumulated depreciation (attach schedule) bullet877 2,836 Click to see attachment2,217 2,217
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,199,795 Click to see attachment2,290,289 3,234,590
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment53,907 Click to see attachment31,166 Click to see attachment20,063
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 292,633,738 350,146,145 364,399,834
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 292,633,738 350,146,145
29 Total net assets or fund balances (see instructions)..... 292,633,738 350,146,145
30 Total liabilities and net assets/fund balances (see instructions). 292,633,738 350,146,145
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
292,633,738
2
Enter amount from Part I, line 27a .....................
2
49,208,045
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,304,362
4
Add lines 1, 2, and 3 ..........................
4
350,146,145
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
350,146,145
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 46,700 SHRS 1/100 BERKSHIRE HTWY      
b 6,250 SHRS UNITED FIRE GROUP      
c 45,000 SHRS WESTERN UNION CO      
d MUNICIPAL BONDS      
e US TREASURY BILLS & NOTES      
L/T GAIN - PARTNERSHIPS      
CAPITAL GAIN DISTRIBUTIONS      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 133,478,167   90,863,256 42,614,911
b 262,494   269,500 -7,006
c 832,482   872,775 -40,293
d 115,349   111,804 3,545
e 64,000,000   63,998,203 1,797
      2
      33,821
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       42,614,911
b       -7,006
c       -40,293
d       3,545
e       1,797
      2
      33,821
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 42,606,777
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 20,478,623 118,097,557 0.173404
2017 3,836,551 40,458,721 0.094826
2016 1,352,289 30,031,183 0.045029
2015 1,289,206 27,507,308 0.046868
2014 913,185 23,580,850 0.038726
2
Total of line 1, column (d) .....................
2
0.398853
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.079771
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
362,007,995
5
Multiply line 4 by line 3......................
5
28,877,740
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
449,547
7
Add lines 5 and 6........................
7
29,327,287
8
Enter qualifying distributions from Part XII, line 4,.............
8
57,028,513
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 449,547
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 449,547
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 449,547
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 534,564
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 534,564
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 36
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 84,981
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet84,981 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL, NE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARCIA COFFMAN Telephone no.bullet (312) 236-2208

    Located atbulletSTE 2400 150 S WACKER DRIVECHICAGOIL ZIP+4bullet60606
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALICE BRUNNER VICE PRESIDENT
    20.0     		100,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    MARCIA COFFMAN TREASURER/ADMINISTRATOR
    33.0     		314,700 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    N JANE MORRISON PRESIDENT
    26.0     		150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    LINDA KRONING SECRETARY
    22.0     		150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    RUSSELL BARTMES VICE PRESIDENT
    18.0     		150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BKD LLP ACCOUNTING SERVICES 88,000
    1248 O STREET STE 1040
    LINCOLN,NE68508
    HAMILTON THIES & LORCH LLP LEGAL SERVICES 80,627
    200 S WALKER DRIVE STE 3800
    CHICAGO,IL60606
    FOUNDATION SOURCE ADMIN SUPPORT 125,000
    55 WALLS DR 302
    FAIRFIELD,CT06824
    CHARLES SCHWAB & CO INC INVESTMENT MGMT 263,861
    211 MAIN STREET
    SAN FRANCISCO,CA94105
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NO PROGRAM RELATED INVESTMENTS  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    350,677,614
    b
    Average of monthly cash balances.......................
    1b
    16,817,828
    c
    Fair market value of all other assets (see instructions)................
    1c
    25,365
    d
    Total (add lines 1a, b, and c).........................
    1d
    367,520,807
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    367,520,807
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,512,812
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    362,007,995
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    18,100,400
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    18,100,400
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    449,547
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    449,547
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    17,650,853
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    17,650,853
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    17,650,853
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    57,028,513
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    57,028,513
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    449,547
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    56,578,966
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 17,650,853
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2015, 2014, 2013 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 770,843
    e From 2018...... 15,130,823
    fTotal of lines 3a through e........ 15,901,666
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 57,028,513
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 17,650,853
    e Remaining amount distributed out of corpus 39,377,660
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 55,279,326
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		55,279,326
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 770,843
    d Excess from 2018.... 15,130,823
    e Excess from 2019.... 39,377,660
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    FULK FARMS INC
    ROBERT W FULK IRREVOCABLE TRUST
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403     		PUBLIC   General Support 50,000
    AMERICAN DIABETES ASSOCIATION
    180 NICKERSON ST STE 309
    SEATTLE,WA98109     		PUBLIC   2018 Camp Plant D 50,000
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY ST
    PHILADELPHIA,PA191021403     		PUBLIC   Matching Gift Campaign 25,000
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY ST
    PHILADELPHIA,PA191021403     		PUBLIC   General Support 200,000
    AMERICAN LEBANESE SYRIAN ASSOC CHAR INC
    501 SAINT JUDE PL
    MEMPHIS,TN381051905     		PUBLIC   GRADUATE SCHOOL OF BIOMEDICAL SCIENCES 3,118,003
    AMERICAN MUSICOLOGICAL SOCIETY INC
    6010 COLLEGE STA
    BRUNSWICK,ME040118452     		PUBLIC   General Support 50,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612     		PUBLIC   Hurricane Harvey relief 250,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612     		PUBLIC   Hurricane Maria relief 250,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612     		PUBLIC   Hurricane Irma Relief 250,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE BOX 4
    CHICAGO,IL60611     		PUBLIC   Healthy Communities Program 4,001,872
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE BOX 4
    CHICAGO,IL60611     		PUBLIC   asthma education 86,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE BOX 4
    CHICAGO,IL60611     		PUBLIC   food security and health 50,000
    ANTI-DEFAMATION LEAGUE - CHICAGO
    120 SOUTH LASALLE
    CHICAGO,IL60603     		PUBLIC   WE THE PEOPLE PROJECT 1,164,000
    ANTI-DEFAMATION LEAGUE - CHICAGO
    120 SOUTH LASALLE
    CHICAGO,IL60603     		PUBLIC   IMPLICIT BIAS TRAINING 1,209,000
    ARDEN SHORE CHILD AND FAMILY SERVICE
    329 N GENESEE ST
    WAUKEGAN,IL600854205     		PUBLIC   elevator 65,000
    ARDEN SHORE CHILD AND FAMILY SERVICE
    329 N GENESEE ST
    WAUKEGAN,IL600854205     		PUBLIC   General Support 5,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		PUBLIC   Gene Siskel Film Center 25,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		PUBLIC   SCHOOL OF ART INSTITUTE 700,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		PUBLIC   General Support / SCHOOL OF ART INSTITUTE 25,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVE
    CHICAGO,IL606514152     		PUBLIC   General Support 100,000
    ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL
    1720 N STREET NW
    WASHINGTON,DC20036     		PUBLIC   General Support 5,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000     		PUBLIC   Bard Prison Initiative (BPI) 40,500
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000     		PUBLIC   BPI Challenge Gift Initiative 20,000
    BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
    8392 MISSISSIPPI STREET 2ND FLOOR
    MERRIVILLE,IN464106316     		PUBLIC   capital improvements 250,000
    BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
    8392 MISSISSIPPI STREET 2ND FLOOR
    MERRIVILLE,IN464106316     		PUBLIC   capacity building 20,000
    BOYS & GIRLS CLUBS OF PUERTO RICO INC
    PO BOX 79526
    CAROLINA,PR009849526     		PUBLIC   General Support 50,000
    BRENTON ARBORETUM INC
    25141 260TH ST
    DALLASCENTER,IA500638336     		PUBLIC   General Support 1,000,000
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD214034503     		PUBLIC   General Support 100,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK RD
    GLENCOE,IL600221168     		PUBLIC   FARM ON OGDEN 1,000,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK RD
    GLENCOE,IL600221168     		PUBLIC   BUD BURST PROGRAM 100,000
    CHICAGO HUMANITIES FESTIVAL
    500 N DEARBORN ST STE 825
    CHICAGO,IL606547659     		PUBLIC   General Support 10,000
    CHICAGO OPERA THEATER
    70 E LAKE ST STE 415
    CHICAGO,IL606017646     		PUBLIC   Opera for All PROGRAM 150,000
    CHICAGO SCHOLARS FOUNDATION
    247 S STATE ST STE 700
    CHICAGO,IL60604     		PUBLIC   General Support 250,000
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVES
    CHICAGO,IL606042596     		PUBLIC   Negaunee Music Inst 100,000
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVES
    CHICAGO,IL606042596     		PUBLIC   Transport for CPS STUDENTS 25,000
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVES
    CHICAGO,IL606042596     		PUBLIC   General Support 25,000
    CHICAGO YOUTH PROGRAMS INC
    5350 S PRAIRIE AVE
    CHICAGO,IL606154709     		PUBLIC   General Support 80,000
    CHICAGOS CITIZENS FOR CHANGE INC
    5600 S WOODLAWN AVE
    CHICAGO,IL606371623     		PUBLIC   General Support 100,000
    CHILDRENS HOSPITAL MEDICAL CENTER
    3333 BURNET AVE ML 4900
    CINCINNATI,OH452293026     		PUBLIC   Improving Renal Outcomes Collaborative 10,000
    CRAWFORDSVILLE DISTRICT PUBLIC LIBRARY
    205 S WASHINGTON STREET
    CRAWFORDSVILLE,IN47933     		PUBLIC   BOOKS AND EQUIPMENT 32,540
    CROHN'S & COLITIS FOUNDATION OF AMERICA - ILLINOIS
    2200 E DEVON AVE
    DES PLAINES,IL60018     		PUBLIC   General Support 50,000
    DEPAUL UNIVERSITY
    1 E JACKSON BLVD
    CHICAGO,IL606042201     		PUBLIC   COMMUNITY COLLEGE Scholarship Fund 950,000
    DIGESTIVE HEALTH FOUNDATION
    251 E HURON ST SUITE 3-200
    CHICAGO,IL606112908     		PUBLIC   Educational and Training PROGRAMS 2,000,000
    FCNL EDUCATION FUND
    245 2ND ST NE
    WASHINGTON,DC200025761     		PUBLIC   General Support 50,000
    FOREFRONT
    208 S LA SALLE ST STE 1540
    CHICAGO,IL606041242     		PUBLIC   Democracy Initiative 500,000
    FOREFRONT
    208 S LA SALLE ST STE 1540
    CHICAGO,IL606041242     		PUBLIC   Democracy Initiative 50,000
    FOX LAKE ROTARY CLUB FOUNDATION
    PO BOX 363
    FOXLAKE,IL600200363     		PUBLIC   Neediest Children's FUND 15,000
    FREEDOM EDUCATION PROJECT PUGET SOUND
    918 S HORTON ST STE 912
    SEATTLE,WA981341949     		PUBLIC   General Support 15,000
    FRIENDS OF THE PARKS
    17 N STATE ST STE 1450
    CHICAGO,IL606024072     		PUBLIC   General Support 20,000
    FUNDACION SILA M CALDERON INC
    URB SANTA RITA1012 CALLE GONZA
    RIO PIEDRAS,SANJUAN00925
    RQ     		PUBLIC   Hurricane Relief 50,000
    GASTRO-INTESTINAL RESEARCH FOUNDATION INC
    20 W KINZIE ST 17TH FL
    CHICAGO,IL60654     		PUBLIC   General Support 50,000
    GILDAS CLUB CHICAGO
    537 N WELLS ST
    CHICAGO,IL606547113     		PUBLIC   General Support 50,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEWYORK,NY100364603     		PUBLIC   Hamilton Education Program 1,000,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEWYORK,NY100364603     		PUBLIC   2018 Teacher Seminars 50,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEWYORK,NY100364603     		PUBLIC   Chicago Hamilton Education 1,000,000
    GOODCITY NFP
    5049 W HARRISON ST
    CHICAGO,IL606445142     		PUBLIC   Yoga Cares 25,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH ST
    CHICAGO,IL606016530     		PUBLIC   General Support 1,000,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE CHICAGO IL
    CHICAGO,IL606323920     		PUBLIC   Capital Improvements 4,275,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL606323920     		PUBLIC   General Support 250,000
    HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS
    208 S LASALLE ST STE 1300
    CHICAGO,IL60604     		PUBLIC   NATIONAL IMMIGRATION JUSTICE CENTER 227,000
    HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES
    820 W GREENWOOD AVE
    WAUKEGA,IL600875034     		PUBLIC   General Support 15,000
    HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES
    820 W GREENWOOD AVE
    WAUKEGA,IL600875034     		PUBLIC   General Support 10,000
    HISPANIC FEDERATION INC
    55 EXCHANGE PLACE 5TH FLOOR
    NEWYORK,NY10005     		PUBLIC   Hurricane Maria relief 300,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556     		PUBLIC   Westville Education Initiative 50,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556     		PUBLIC   Westville Education Initiative 35,000
    INDIANA STATE UNIVERSITY OFFICE OF THE CONTROLLER
    210 N 7TH ST
    TERREHAUTE,IN478091902     		PUBLIC   CHILL project 5,000
    INSPIRATION CORPORATION
    4554 N BROADWAY ST STE 207
    CHICAGO,IL606405671     		PUBLIC   General Support 25,000
    INSTITUTE FOR ETHNOMEDICINE INC
    PO BOX 3464
    JACKSON,WY830013464     		PUBLIC   Lab Equipment 50,000
    JUNTOS Y UNIDOS POR PUERTO RICO INC
    PO BOX 9146
    RIO PIEDRAS,SANJUAN00908
    RQ     		PUBLIC   Hurricane Irma Relief 150,000
    KENTUCKY NATURAL LANDS TRUST INC
    433 CHESTNUT ST
    BEREA,KY404031510     		PUBLIC   General Support 25,000
    LAKE BLUFF OPEN LANDS ASSOCIATION
    PO BOX 449
    LAKEBLUFF,IL600440449     		PUBLIC   General Support 9,000
    LAMBS FARM INC
    PO BOX 520
    LIBERTY,IL600480520     		PUBLIC   General Support 50,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832     		PUBLIC   Love Your Zoo Campaign 500,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832     		PUBLIC   General Support 25,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503     		PUBLIC   "THE HUNDRED DRESSES" BOOKS 3,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503     		PUBLIC   General Support 2,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503     		PUBLIC   CAPITAL IMPROVEMENTS 60,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503     		PUBLIC   CAPITAL IMPROVEMENTS 9,000
    LINCOLN PARK CONSERVANCY
    2000 N RACINE AVE SUITE 4800
    CHICAGO,IL606144045     		PUBLIC   Alexander Hamilton Monument 7,800
    LINCOLN PARK VILLAGE INC
    2502 N CLARK ST
    CHICAGO,IL606141850     		PUBLIC   General Support 50,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL606144712     		PUBLIC   CREATIVE ENGAGEMENT THROUGH TECHNOLOGY 2,564,459
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL606144712     		PUBLIC   General Support 25,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899     		PUBLIC   Stars of Lyric Opera 100,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899     		PUBLIC   Opera in the Neighborhoods 25,000
    MANO A MANO FAMILY RESOURCE CENTER
    6 E MAIN ST
    ROUNDLAKE,IL600733602     		PUBLIC   General Support 50,000
    MANO A MANO FAMILY RESOURCE CENTER
    6 E MAIN ST
    ROUNDLAKE,IL600733602     		PUBLIC   General Support 10,000
    MATT TALBOT KITCHEN & OUTREACH INC
    PO BOX 80935
    LINCOLN,NE685010935     		PUBLIC   General Support 25,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN559050001     		PUBLIC   PROFESSORSHIP IN NEPHROLOGY 2,006,315
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN559050001     		PUBLIC   Nephrology Collaborative Group 48,000
    MERIT SCHOOL OF MUSIC
    38 SOUTH PEORIA STREET
    CHICAGO,IL606072628     		PUBLIC   General Support 75,000
    MIDNIGHT CIRCUS IN THE PARKS
    ONE SOUTH DEARBORN
    CHICAGO,IL606032302     		PUBLIC   General Support 15,000
    MIDNIGHT CIRCUS IN THE PARKS
    ONE SOUTH DEARBORN
    CHICAGO,IL606032302     		PUBLIC   Office Equipment 5,000
    NATIONAL ARBOR DAY FOUNDATION
    211 NORTH 12TH STREET
    LINCOLN,NE685081411     		PUBLIC   Fulk Farms conservation 25,000
    NATIONAL AUDUBON SOCIETY INC
    225 VARICK STREET 7TH FLOOR
    NEWYORK,NY100144396     		PUBLIC   GREAT LAKES General Support 25,000
    NATIONAL AUDUBON SOCIETY INC
    225 VARICK STREET 7TH FLOOR
    NEWYORK,NY100144396     		PUBLIC   General Support 25,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC   Childrens Oral Health Project 100,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC   Youth Engagement and Development 50,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC   General Support 100,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC   Childrens Oral Health Project 375,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC   Youth Engagement and Development 25,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC   Challenge Grant 103,590
    NEBRASKA HUMANITIES COUNCIL
    215 CENTENNIAL MALL S STE 330
    LINCOLN,NE685081836     		PUBLIC   Prime Time Family Reading Time 30,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		PUBLIC   Fund for a Safer Future 50,000
    NEWBERRY CONSORT NFP
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008     		PUBLIC   NEWBERRY CONSORT 50,000
    NICASA NFP
    31979 N FISH LAKE RD
    ROUNDLAKE,IL600739517     		PUBLIC   General Support 25,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407     		PUBLIC   Endowment 500,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407     		PUBLIC   Outreach and Health Ministry Program 500,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407     		PUBLIC   STEPS Program 250,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407     		PUBLIC   Street Medicine Project 125,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407     		PUBLIC   Performance Measurement 125,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407     		PUBLIC   OUTREACH AND HEALTH PROGRAMS 300,000
    NORTH SHORE VILLAGE
    1603 ORRINGTON AVE STE 1800
    EVANSTON,IL602015019     		PUBLIC   General Support 5,000
    NORTH SHORE VILLAGE
    1603 ORRINGTON AVE STE 1800
    EVANSTON,IL602015019     		PUBLIC   General Support 5,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743     		PUBLIC   patient centered initiativeS 5,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743     		PUBLIC   LAB EQUIPMENT 23,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743     		PUBLIC   patient centered initiativeS 25,660
    OFF THE STREET CLUB
    25 N KARLOV AVE
    CHICAGO,IL606242302     		PUBLIC   Camp Mathieu 20,000
    ONE MILLION DEGREES
    226 W JACKSON BLVD SUITE 528
    CHICAGO,IL606066959     		PUBLIC   General Support 25,000
    ONE MILLION DEGREES
    226 W JACKSON BLVD SUITE 528
    CHICAGO,IL606066959     		PUBLIC   General Support 25,000
    ONE MILLION DEGREES
    226 W JACKSON BLVD SUITE 528
    CHICAGO,IL606066959     		PUBLIC   General Support 25,000
    PARTNERS FOR PROGRESS NFP
    PO BOX 832
    MUNDELEIN,IL600600832     		PUBLIC   General Support 10,000
    PLANNED PARENTHOOD OF ILLINOIS
    18 S MICHIGAN AVE 6TH FLR
    CHICAGO,IL606033200     		PUBLIC   EXPANDING ACCESS TO CARE CAMPAIGN 2,004,811
    PLANNED PARENTHOOD OF ILLINOIS
    18 S MICHIGAN AVE 6TH FLR
    CHICAGO,IL606033200     		PUBLIC   General Support 100,000
    PLANNED PARENTHOOD OF THE HEARTLAND INC
    PO BOX 4557
    DESMOINES,IA50305     		PUBLIC   General Support 100,000
    PLENITUD INICIATIVAS ECOEDUCATIVAS
    PO BOX 394
    LASMARIAS,PR006700394     		PUBLIC   General Support 50,000
    PONCE NEIGHBORHOOD HOUSING SERVICES INC
    PO BOX 330223
    PONCE,PR007330223     		PUBLIC   General Support 50,000
    POSSE FOUNDATION - CHICAGO IL BRANCH OFFICE
    330 SOUTH WELLS SUITE 610
    CHICAGO,IL606067103     		PUBLIC   General Support 250,000
    PROYECTO MATRIA INC
    31 JIMENEZ SICARDO
    CAGUAS,PR007253763     		PUBLIC   hurricane relief 50,000
    PUERTO RICO NEIGHBORHOOD HOUSING SERVICES CORP
    PO BOX 13926
    SANJUAN,PR009083926     		PUBLIC   hurricane relief 50,000
    READING BETWEEN THE LINES NFP
    5614 S DORCHESTER AVE
    CHICAGO,IL606371722     		PUBLIC   General Support 5,000
    RECIPE FOR CHANGE
    1266 N MILWAUKEE AVE
    CHICAGO,IL606229319     		PUBLIC   General Support 40,000
    REHABILITATION INSTITUTE OF CHICAGO
    355 E ERIE ST STE 10-2145
    CHICAGO,IL60611     		PUBLIC   General Support 250,000
    ROGER BALDWIN FOUNDATION OF ACLU INC
    150 N MICHIGAN AVE STE 600
    CHICAGO,IL606017570     		PUBLIC   General Support 100,000
    ROOSEVELT UNIVERSITY
    430 S MICHIGAN AVE
    CHICAGO,IL606051315     		PUBLIC   Junior College Scholars Foundation 2,000,000
    RUSH UNIVERSITY MEDICAL CENTER
    1700 W VAN BUREN STREET
    CHICAGO,IL606125500     		PUBLIC   West Side Total Health Collaborative Fund 1,000,000
    SCHOLARSHIP AMERICA INC
    1 SCHOLARSHIP WAY
    STPETER,MN560821693     		PUBLIC   Midwest Scholars Dream Award 2,000,000
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL606052402     		PUBLIC   General Support 50,000
    ST JAMES CATHEDRAL COUNSELING CENTER
    50 E WASHINGTON STREET
    CHICAGO,IL606022152     		PUBLIC   General Support 25,000
    ST TERESA OF AVILA CHURCH
    1950 N KENMORE AVE
    CHICAGO,IL60614     		PUBLIC   Food Pantry 10,000
    STORYCATCHERS THEATRE
    544 W OAK STREET SUITE 1005
    CHICAGO,IL60610     		PUBLIC   General Support 200,000
    SUGAR CREEK PLAYERS INC
    122 S WASHINGTON ST
    CRAWFORDSVLLE,IN479332442     		PUBLIC   General Support 5,000
    TABITHA INC
    4720 RANDOLPH ST
    LINCOLN,NE685103741     		PUBLIC   General Support 120,000
    TABITHA INC
    4720 RANDOLPH ST
    LINCOLN,NE685103741     		PUBLIC   WORKFORCE DEVELOPMENT PROGRAM 1,500,000
    TANAGER PLACE
    2309 C ST SW
    CEDARRAPIDS,ID524043707     		PUBLIC   ENDOWMENT AND CAPITAL IMPROVEMENTS 50,000
    TEEN LIVING PROGRAMS INC
    180 N MICHIGAN AVE STE 1900
    CHICAGO,IL606017477     		PUBLIC   Transition to Independence 175,000
    THE FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 E HALF DAY RD STE 350
    BUFFALO,IL60089     		PUBLIC   General Support 5,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739     		PUBLIC   General Support 25,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613     		PUBLIC   Thresholds Justice Diversion Initiative 50,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613     		PUBLIC   Thresholds Justice Diversion Initiative 50,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613     		PUBLIC   Thresholds Justice Diversion Initiative 150,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613     		PUBLIC   Veterans PROJECT 150,000
    THE WETLANDS INITIATIVE
    53 W JACKSON BLVD STE 1015
    CHICAGO,IL606043658     		PUBLIC   General Support 25,000
    THE WETLANDS INITIATIVE
    53 W JACKSON BLVD STE 1015
    CHICAGO,IL606043658     		PUBLIC   Indian Ridge Marsh Project 25,000
    TREES THAT FEED FOUNDATION
    1200 HILL RD
    WINNETKA,IL600933717     		PUBLIC   General Support 25,000
    UNION LEAGUE BOYS & GIRLS CLUBS
    65 W JACKSON BLVD
    CHICAGO,IL606043507     		PUBLIC   General Support 50,000
    UNIVERSITY CLUB FOUNDATION
    76 E MONROE ST
    CHICAGO,IL606032703     		PUBLIC   COLLEGE SCHOLARSHIP PROGRAM 25,000
    UNIVERSITY OF CHICAGO
    1170 EAST 58TH STREET
    CHICAGO,IL60637     		PUBLIC   THE SUPPORTIVE RELEASE CENTER 275,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		PUBLIC   UChicago Consortium on School Research 500,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		PUBLIC   Prostate High Risk Clinic and Research 500,000
    UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART
    5550 SOUTH GREENWOOD AVENUE
    CHICAGO,IL60637     		PUBLIC   General Support 25,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801     		PUBLIC   GOVERNMENT FINANCE RESEARCH CENTER 1,000,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801     		PUBLIC   The Circle Scholarship Fund 2,500,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1301 W GREEN ST
    URBANA,IL61801     		PUBLIC   Government Finance Research Center Endowment 100,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801     		PUBLIC   Circle Professorship Fund 252,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801     		PUBLIC   Circle Professorship Fund 248,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866     		PUBLIC   Veteran's Project INNOVATION STUDIO 50,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082866     		PUBLIC   Virtual Reality Expansion Fund 1,000,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082866     		PUBLIC   Experiential Learning Endowment Fund 2,000,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866     		PUBLIC   MARY McLaughlin Lecture Series 40,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866     		PUBLIC   CAROLE Levin History Scholarship 10,000
    UNIVERSITY OF WISCONSIN SYSTEM - PARKSIDE
    900 WOOD ROAD BOX 2000
    KENOSHA,WI531412000     		PUBLIC   STAGE EQUIPMENT 20,500
    URBAN INITIATIVES INC
    650 W LAKE ST STE 340
    CHICAGO,IL606611035     		PUBLIC   General Support 75,000
    URBAN INITIATIVES INC
    650 W LAKE ST STE 340
    CHICAGO,IL606611035     		PUBLIC   General Support 75,000
    WAUKEGAN TO COLLEGE NFP
    410 GRAND AVE
    WAUKEGAN,IL600854227     		PUBLIC   General Support 25,000
    WAUKEGAN TO COLLEGE NFP
    410 GRAND AVE
    WAUKEGAN,IL600854227     		PUBLIC   General Support 10,000
    WAVELAND-BROWN TOWNSHIP PUBLIC LIBRARY
    115 E GREEN ST
    WAVELAND,IN47989     		PUBLIC   Capital Improvements 45,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,WY820723459     		PUBLIC   Honoring the Spirit Event 65,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,WY820723459     		PUBLIC   Fort Bridger State Park Event 10,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,WY820723459     		PUBLIC   Bozeman Trail Documentary 6,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,WY820723459     		PUBLIC   HONORING THE SPIRIT EVENT 65,000
    ANTI-DEFAMATION LEAGUE - CHICAGO
    120 SOUTH LASALLE
    CHICAGO,IL60603     		PUBLIC   IMPLICIT BIAS TRAINING 375,000
    Total .................................bullet 3a 55,987,050
    bApproved for future payment
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107     		PUBLIC PC CHALLENGE GRANT 2,396,410
    FOREFRONT
    208 S LA SALLE ST STE 1540
    CHICAGO,IL606041242     		PUBLIC PC DEMOCRACY INITIATIVE 1,000,000
    THE POSSE FOUNDATION INC
    330 SOUTH WELLS SUITE 610
    CHICAGO,IL606067103     		PUBLIC PC GENERAL SUPPORT 500,000
    TEEN LIVING PROGRAM
    180 N MICHIGAN AVE STE 1900
    CHICAGO,IL606017477     		PUBLIC PC TRANSITION TO INDEPENDENCE 200,000
    SCHOOL OF ART INSITITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		PUBLIC PC GENERAL SUPPORT 400,000
    UNIVERSITY OF CHICAGO MEDICINE
    5801 S ELLIS AVE
    CHICAGO,IL60637     		PUBLIC PC PROSTATE CANCER HIGH RISK CLINIC AND RESEARCH 1,500,000
    NE FOUNDATION FOR UNIVERSITY OF NE MED CENTER
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886     		PUBLIC PC IEXCEL PROGRAM 1,000,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PL MSC 512
    MEMPHIS,TN381053678     		PUBLIC PC PHD PROGRAM GRADUATE SCHOOL OF BIOMEDIAL SCIENCES 4,000,000
    ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO
    225 East Chicago Avenue Box 4
    CHICHGO,IL606140614     		PUBLIC PC HEALTHY COMMUNITIES FUND 4,000,000
    NE FOUNDATION FOR UNIVERSITY OF NE MED CENTER
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886     		PUBLIC PC INNOVATION, OUTREACH AND RESEARCH FOR EXPERIMENTAL LEARNING ENDEAVORS 3,000,000
    Total .................................bullet 3b 17,996,410
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 2,917,485  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 42,606,777  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   45,524,262  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    45,524,262
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    FULK FAMILY FOUNDATION INC
     
    Employer identification number

    47-0732237
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    FULK FAMILY FOUNDATION INC
          		Employer identification number
    47-0732237
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 266,938


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 858,600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 896,711


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 25,827,311


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 38,492


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    FULK FAMILY FOUNDATION INC
          		Employer identification number
    47-0732237
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 8,894,747


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 1,205,476


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 26,309


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 12,816,280


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 9,900,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    ROBERT W FULK IRREVOCABLE TRUST
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    		$ 984,649


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    FULK FAMILY FOUNDATION INC
          		Employer identification number

    47-0732237
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 6,250 SHRS UNITED FIRE GROUP $ 266,938 2017-08-25
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 45,000 SHRS WESTERN UNION $ 858,600 2017-08-25
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 MUNICIPAL BONDS $ 896,711 2018-02-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 26,000,000 SHRS IN US TREASURY BONDS $ 25,827,311 2017-10-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    FULK FAMILY FOUNDATION INC
          		Employer identification number

    47-0732237
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 88,000 44,000   44,000

    TY 2017 AllOthProgRltdInvestmentsSch
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 DepreciationSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COPIER 2017-02-21 3,094 258 SL 5 619 619 619  

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TAX EXEMPT BONDS 731,268 767,865

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERKSHIRE HATHAWAY 30,329,260 46,977,713
    AMERICAN TOWER CORP 6,200 1,185,920
    AD MAKEPEACE CO. 6,750 4,700
    DYAX CORP RIGHTS 69,750 0

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    US Government Securities - End of Year Book Value:

    307,724,427
    US Government Securities - End of Year Fair Market Value:

    303,251,948
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2017 InvestmentsLandSchedule2
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COPIER 3,094 877 2,217  

    TY 2017 InvestmentsOtherSchedule2
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TWEEDY BROWNE GLOBAL VALUE MUT   608,965 899,566
    FIRST EAGLE SOGEN FDS INC   1,423,181 1,962,433
    DODGE & COX INTERNATIONAL FUND   243,193 341,259
    CLIPPER FUND   14,950 31,332

    TY 2017 LegalFeesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 80,627 16,125   64,502


    TY 2017 OtherAssetsSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ADM HOLDINGS LLC 6,906 6,391 4,700
    AURORA GLOBAL OPPORTUNITIES 47,001 24,775 15,363


    TY 2017 OtherExpensesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP LOSS 495 495   0
    SUBSCRIPTIONS 4,408 882   3,526
    OFFICE EXPENSE 4,605 921   3,684
    COMPUTER EXPENSE 13,003 2,601   10,402
    INSURANCE 5,069 1,014   4,055
    FOUNDATION SOURCE EXPENSE 125,000 25,000   100,000
    INVESTMENT FEES 263,861 263,861   0
    POSTAGE 611 122   489
    REPAIRS & MAINTENANCE 2,378 476   1,902


    TY 2017 OtherIncomeSchedule2
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURN OF CHARITABLE GRANT      


    TY 2017 OtherIncreasesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Amount
    NET UNREALIZED GAIN ON 8,304,362
    CONTRIBUTIONS AND GRANTS 0


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 3,965 793   3,172


    TY 2017 TaxesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 539,347 0   0
    FOREIGN TAXES 5,529 5,529   0
    PAYROLL TAXES 46,767 9,353   37,414