Form990-PF
Click to see attachment

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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
C G FULLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 40200 FL9-300-01-16
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL322030200
A Employer identification number

57-6050492
B Telephone number (see instructions)

(877) 446-1410
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$3,291,068
J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 56,047 55,999  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 269,092
b Gross sales price for all assets on line 6a 2,193,627
7 Capital gain net income (from Part IV, line 2)... 269,092
8 Net short-term capital gain......... 0
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).......   -7,181  
12 Total. Add lines 1 through 11........ 325,139 317,910  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 56,023 33,614   22,409
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 4,633 835   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......   29    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,906 35,228 0 22,909
25 Contributions, gifts, grants paid....... 161,250 161,250
26 Total expenses and disbursements. Add lines 24 and 25 223,156 35,228 0 184,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 101,983
b Net investment income (if negative, enter -0-) 282,682
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 150,826 131,280 131,280
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,711,055 Click to see attachment2,938,395 3,110,105
c Investments—corporate bonds (attach schedule)....... 152,322 Click to see attachment50,749 49,683
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,014,203 3,120,424 3,291,068
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
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,712,931 2,712,931
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 301,272 407,493
30 Total net assets or fund balances (see instructions)..... 3,014,203 3,120,424
31 Total liabilities and net assets/fund balances (see instructions). 3,014,203 3,120,424
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,014,203
2
Enter amount from Part I, line 27a .....................
2
101,983
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,326
4
Add lines 1, 2, and 3 ..........................
4
3,120,512
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
88
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,120,424
Form 990-PF (2018)
Form 990-PF (2018)
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 10185.104 AQR MULTI-STRATEGY ALTERNATIVE FUND CL I   2016-02-29 2018-08-01
b 773.515 ARTISAN INTERNATIONAL FUND   2015-06-25 2018-11-30
c 250. ARTISAN INTERNATIONAL FUND   2017-09-27 2018-11-30
d 959.693 ARTISAN INTERNATIONAL FUND   2015-02-20 2018-11-30
e 1167.445 ARTISAN INTERNATIONAL FUND   2014-04-22 2018-11-30
512.12 ARTISAN INTERNATIONAL FUND   2015-01-05 2018-11-30
1256.732 ARTISAN INTERNATIONAL FUND   2017-04-13 2018-11-30
666.921 ARTISAN INTERNATIONAL FUND   2016-02-29 2018-11-30
4516.458 ARTISAN INTL VALUE FUND   2017-10-03 2018-11-30
1988.072 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO INSTL CL   2018-02-05 2018-11-30
5000. BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO INSTL CL   2018-02-16 2018-11-30
3054.946 COLUMBIA INCOME OPPORTUNITIES FUND INSTL3 CL   2013-08-30 2018-11-30
531.263 COLUMBIA SMALL CAP INDEX FUND INSTL CL   2017-06-14 2018-11-30
1793.049 COLUMBIA SMALL CAP INDEX FUND INSTL CL   2014-04-22 2018-11-30
1080.847 COLUMBIA SMALL CAP INDEX FUND INSTL CL   2017-04-13 2018-11-30
693.512 COLUMBIA SMALL CAP INDEX FUND INSTL CL   2015-01-05 2018-11-30
933.362 COLUMBIA SMALL CAP INDEX FUND INSTL CL   2009-08-03 2018-11-30
925.863 COLUMBIA QUALITY INCOME FUND CL I   2016-02-04 2018-11-30
18416.206 COLUMBIA QUALITY INCOME FUND CL I   2013-08-30 2018-11-30
1841.621 COLUMBIA QUALITY INCOME FUND CL I   2013-08-30 2018-11-30
2960.448 COLUMBIA FUNDS SERIES TRUST I- COLUMBIA STRATEGIC INCOME FUND   2016-02-04 2018-11-30
3249.067 COLUMBIA SELECT LARGE CAP GROWTH FUND INSTL3 CL   2016-02-02 2018-11-30
4337.769 COLUMBIA SELECT LARGE CAP GROWTH FUND INSTL3 CL   2011-12-13 2018-11-30
7391.744 COLUMBIA DIVIDEND INCOME FUND INSTL3 CL   2011-12-13 2018-11-30
4960.317 CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I   2018-02-05 2018-11-30
6085.193 CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I   2016-06-01 2018-11-30
2295.684 DOUBLELINE TOTAL RETURN BD FUND CL I   2016-02-29 2018-11-30
350. EXXON MOBIL CORPORATION   2002-07-25 2018-11-30
50000. GEORGIA PWR CO SR UNSECD NT   2016-03-01 2018-12-01
6767.516 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS   2015-07-22 2018-11-30
1970. ISHARES EDGE MSCI MIN VOL EMERGING MKTS ETF   2015-07-22 2018-11-30
130. ISHARES U S REAL ESTATE ETF   2015-07-22 2018-02-16
475. ISHARES U S REAL ESTATE ETF   2015-06-25 2018-02-16
175. ISHARES U S REAL ESTATE ETF   2015-06-25 2018-08-01
325. ISHARES U S REAL ESTATE ETF   2014-06-24 2018-08-01
80. ISHARES S&P SMALLCAP 600 GROWTH ETF   2017-06-14 2018-08-01
5. ISHARES S&P SMALLCAP 600 GROWTH ETF   2017-04-13 2018-08-01
1084.679 JANUS ENTERPRISE FUND CL I   2015-11-24 2018-11-30
875.274 JOHN HANCOCK FDS III DISCIPLINED VALUE MID CAP FUND   2017-06-14 2018-11-30
2386.635 JOHN HANCOCK FDS III DISCIPLINED VALUE MID CAP FUND   2015-11-24 2018-11-30
876.68 JOHN HANCOCK FDS III DISCIPLINED VALUE MID CAP FUND   2016-02-02 2018-11-30
1700. JPMORGAN CHASE & CO PFD 6.10% REPSTG A 1/400TH   2015-09-09 2018-11-29
494.234 JP MORGAN US LARGE CAP CORE PLUS FUND CL S   2015-02-20 2018-11-30
1232.539 JP MORGAN US LARGE CAP CORE PLUS FUND CL S   2016-02-02 2018-11-30
370.187 JP MORGAN US LARGE CAP CORE PLUS FUND CL S   2008-08-25 2018-11-30
100. PROCTER & GAMBLE CO COM   2000-07-13 2018-11-30
1170.96 BOSTON PARTNERS LONG/SHORT RESH FUND INSTL CL   2018-02-05 2018-11-30
283.386 THORNBURG INTL VALUE FUND CL I   2017-09-27 2018-08-01
3351.618 THORNBURG INTL VALUE FUND CL I   2009-12-04 2018-08-01
391.543 THORNBURG INTL VALUE FUND CL I   2009-12-04 2018-08-01
996.016 THORNBURG INTL VALUE FUND CL I   2009-12-08 2018-08-01
1199.52 THORNBURG INTL VALUE FUND CL I   2012-06-21 2018-08-01
50000. UNITEDHEALTH GROUP INC BD   2016-03-04 2018-02-15
CAPITAL GAIN DIVIDENDS P    
(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 83,518   99,712 -16,194
b 22,169   25,000 -2,831
c 7,165   8,000 -835
d 27,505   30,000 -2,495
e 33,459   35,000 -1,541
14,677   15,000 -323
36,018   35,000 1,018
19,114   17,500 1,614
148,004   177,000 -28,996
19,105   19,995 -890
48,050   49,988 -1,938
28,655   30,000 -1,345
13,489   13,000 489
45,526   42,298 3,228
27,443   25,000 2,443
17,608   15,500 2,108
23,698   11,770 11,928
4,907   5,037 -130
97,606   100,000 -2,394
9,761   10,000 -239
16,727   16,081 646
55,039   48,162 6,877
73,482   54,126 19,356
170,528   99,812 70,716
23,313   25,000 -1,687
28,600   30,000 -1,400
23,669   25,000 -1,331
27,743   11,914 15,829
50,000   50,000  
98,467   85,000 13,467
113,075   110,830 2,245
9,758   9,717 41
35,655   34,404 1,251
14,148   12,675 1,473
26,275   23,281 2,994
15,629   12,566 3,063
977   743 234
138,514   99,931 38,583
19,475   20,000 -525
53,103   50,000 3,103
19,506   15,000 4,506
43,026   42,325 701
15,133   15,000 133
37,740   30,000 7,740
11,335   6,856 4,479
9,408   2,712 6,696
18,829   20,000 -1,171
6,838   8,000 -1,162
80,875   85,600 -4,725
9,448   10,000 -552
24,034   25,000 -966
28,944   30,000 -1,056
50,000   50,000  
      116,857
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       -16,194
b       -2,831
c       -835
d       -2,495
e       -1,541
      -323
      1,018
      1,614
      -28,996
      -890
      -1,938
      -1,345
      489
      3,228
      2,443
      2,108
      11,928
      -130
      -2,394
      -239
      646
      6,877
      19,356
      70,716
      -1,687
      -1,400
      -1,331
      15,829
       
      13,467
      2,245
      41
      1,251
      1,473
      2,994
      3,063
      234
      38,583
      -525
      3,103
      4,506
      701
      133
      7,740
      4,479
      6,696
      -1,171
      -1,162
      -4,725
      -552
      -966
      -1,056
       
       
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 2 269,092
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))
2017 183,147 3,609,397 0.050742
2016 186,546 3,358,460 0.055545
2015 186,289 3,586,325 0.051944
2014 178,990 3,656,290 0.048954
2013 141,746 3,204,723 0.04423
2
Total of line 1, column (d) .....................
2
0.251415
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
0.050283
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,667,783
5
Multiply line 4 by line 3......................
5
184,427
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,827
7
Add lines 5 and 6........................
7
187,254
8
Enter qualifying distributions from Part XII, line 4,.............
8
184,159
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 (2018)
Form 990-PF (2018)
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 5,654
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 0
3 Add lines 1 and 2........................... 3 5,654
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,654
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,272
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,272
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,382
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
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)
    bulletSC
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA Telephone no.bullet (803) 255-7381

    Located atbulletPO BOX 40200 FL9-300-01-16JACKSONVILLEFL ZIP+4bullet32203
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    BANK OF AMERICA N A TRUSTEE
    1
    44,023    
    PO BOX 40200 FL9-300-01-16
    JACKSONVILLE,FL32203
    CLINTON C LEMON TRUSTEE
    1
    6,000    
    122 MAIN ST FL 2
    BARNWELL,SC29812
    VICTOR B JOHN III TRUSTEE
    1
    6,000    
    4625 BELLEFIELD LN
    COLUMBIA,SC292064501
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    3,639,005
    b
    Average of monthly cash balances.......................
    1b
    84,633
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,723,638
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,723,638
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,855
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,667,783
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    183,389
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    183,389
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,654
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,654
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    177,735
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,250
    5
    Add lines 3 and 4............................
    5
    178,985
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    178,985
    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
    184,159
    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
    184,159
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    184,159
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 178,985
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 2,488
    c From 2015...... 10,259
    d From 2016...... 20,105
    e From 2017...... 7,217
    fTotal of lines 3a through e........ 40,069
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 184,159
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 178,985
    e Remaining amount distributed out of corpus 5,174
    5 Excess distributions carryover applied to 2018. 0 0
    (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 45,243
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    45,243
    10 Analysis of line 9:
    a Excess from 2014.... 2,488
    b Excess from 2015.... 10,259
    c Excess from 2016.... 20,105
    d Excess from 2017.... 7,217
    e Excess from 2018.... 5,174
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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).)
    NONE
    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 e-mail address of the person to whom applications should be addressed:
    C G FULLER FOUNDATION
    C/O BANK OF AMERICA 1901 MAIN STRE
    COLUMBIA,SC292012434
    (803) 255-7381
    bThe form in which applications should be submitted and information and materials they should include:
    MANDATORY GRANT FORM AVAILABLE UPON REQUEST FROM FOUNDATION.
    cAny submission deadlines:
    NOVEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    501(c)3 ORGANIZATIONS LOCATED IN SOUTH CAROLINA
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    PALMETTO PLACE CHILDRENS SHELTER
    PO BOX 3395
    COLUMBIA,SC29230
    N/A PC UNRESTRICTED GENERAL 2,000
    AMERICAN RED CROSS
    PO BOX 4002018
    DES MOINES,IA50340
    N/A PC UNRESTRICTED GENERAL 2,000
    RICHLAND LIBRARY FRIENDS
    1431 ASSEMBLY ST
    COLUMBIA,SC292013101
    N/A PC UNRESTRICTED GENERAL 5,000
    SOUTH CAROLINA CHILDREN'S THEATRE
    PO BOX 9340
    GREENVILLE,SC296049340
    N/A PC UNRESTRICTED GENERAL 2,000
    TARA HALL
    6523 MONROE ROAD
    CHARLOTTE,NC28212
    N/A PC EDUCATIONAL SCHOLARSHIPS 2,000
    SOUTHERN WESLEYAN UNIVERSITY
    907 WESLEYAN DR
    CENTRAL,SC29630
    N/A PC SCHOLARSHIPS 2,500
    EDVENTURE
    211 GERCAIS ST
    COLUMBIA,SC29201
    N/A PC UNRESTRICTED GENERAL 2,000
    THORNWELL HOME FOR CHILDREN
    302 S BROAD ST
    CLINTON,SC29325
    N/A PC UNRESTRICTED GENERAL 1,000
    CLEMSON UNIVERSITY
    101 CALHOUN DRIVE
    CLEMSON,SC29634
    N/A PC UNRESTRICTED GENERAL 20,000
    UNIVERSITY OF SOUTH
    CAROLINA-COLUMBIA
    1500 PENDLETON STREET
    COLUMBIA,SC29208
    N/A PC EDUCATIONAL SCHOLARSHIPS 5,000
    COLLEGE OF CHARLESTON
    66 GEORGE STREET
    CHARLESTON,SC29424
    N/A PC UNRESTRICTED GENERAL 30,000
    FURMAN UNIVERSITY
    3300 POINSETT HWY
    GREENVILLE,SC29613
    N/A PC UNRESTRICTED GENERAL 6,250
    COKER COLLEGE
    300 E COLLEGE AVE
    HARTSVILLE,SC29550
    N/A PC SCHOLARSHIPS 2,500
    WINTHROP COLLEGE
    701 OAKLAND AVENUE
    ROCK HILL,SC29733
    N/A PC UNRESTRICTED GENERAL 3,750
    WOFFORD COLLEGE
    NORTH CHURCH STREET
    SPARTANBURG,SC29303
    N/A PC UNRESTRICTED GENERAL 30,000
    BARNWELL COUNTY MUSEUM AND
    HISTORICAL BOARD
    PO BOX 422
    COLUMBIA,SC29812
    N/A PC UNRESTRICTED GENERAL 6,000
    CHARLESTON SOUTHERN
    UNIVERSITY
    9200 UNIVERSITY BLVD
    CHARLESTON,SC29202
    N/A PC UNRESTRICTED GENERAL 2,500
    EPWORTH CHILDRENS HOME
    PO BOX 50466
    COLUMBIA,SC29250
    N/A EOF UNRESTRICTED GENERAL 10,000
    LAW ENFORCEMENT
    CHAPLAINCY
    PO BOX 6426
    COLUMBIA,SC29290
    N/A EOF UNRESTRICTED GENERAL 5,000
    BARNWELL UNITED METHODIST
    CHURCH
    PO BOX 126
    BARNEWELL,SC29812
    N/A PC UNRESTRICTED GENERAL 3,500
    COASTAL CAROLINA
    100 CHANTICLEER DR E
    CONWAY,SC29528
    N/A PC SCHOLARSHIPS 6,250
    ANDERSON UNIVERSITY
    316 BOULEVARD
    ANDERSON,SC29621
    NONE EOF EDUCATIONAL 2,500
    INDIAN WATERS COUNCIL
    BOYS SCOUTS OF AMERICA
    PO BOX 144
    COLUMBIA,SC29202
    N/A PC UNRESTRICTED GENERAL 2,000
    BOYS FARM INC
    PO BOX 713
    NEWBERRY,SC29108
    N/A EOF UNRESTRICTED GENERAL 5,000
    NEW DESTINY CENTER INC
    PO BOX 1018
    RIDGELAND,SC29936
    NONE EXEMPT GENERAL WELFARE 2,500
    Total .................................bullet 3a 161,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 56,047  
    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 ............
        18 269,092  
    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)..   325,139  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    325,139
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    TY 2018 GeneralExplanationAttachment
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Name of Bond End of Year Book Value End of Year Fair Market Value
    191216BG4 COCA COLA CO SR INSE 50,749 49,683
    373334KD2 GEORGIA PWR CO SR UN    
    59156RBE7 METLIFE INC UNSECD S    
    91324PBJ0 UNITEDHEALTH GROUP I    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Name of Stock End of Year Book Value End of Year Fair Market Value
    166764100 CHEVRON CORP COM 10,146 16,319
    30231G102 EXXON MOBIL CORP COM    
    913017109 UNITED TECHNOLOGIES 17,556 47,916
    742718109 PROCTER & GAMBLE CO    
    037833100 APPLE INC COM 16,011 70,983
    277902698 EATON VANCE ATLANTA 110,170 145,562
    4812A2389 JP MORGAN US LARGE C 93,537 148,886
    885215566 THORNBURG INTL VALUE    
    74925K581 BOSTON PARTNERS LONG 90,623 91,249
    19766J607 COLUMBIA US GOVT MTG    
    22544R305 CREDIT SUISSE COMMOD    
    464287739 ISHARES U S REAL EST    
    464287879 ISHARES S&P SMALLCAP 104,660 114,050
    464287887 ISHARES S&P SMALLCAP 87,532 112,931
    19765J814 COLUMBIA SMALL CAP I    
    19765N518 COLUMBIA CORPORATE I 38,416 40,360
    04314H204 ARTISAN INTERNATIONA    
    48127X542 JPMORGAN CHASE & CO    
    464286533 ISHARES EDGE MSCI MI 30,092 33,522
    47103C795 JANUS ENTERPRISE FUN    
    47803W406 JOHN HANCOCK FDS III    
    09257V201 BLACKSTONE ALTERNATI 100,117 99,732
    41665H847 HARTFORD MUT FDS II    
    258620103 DOUBLELINE TOTAL RET    
    00203H792 AQR MULTI-STRATEGY A    
    19766M659 COLUMBIA SELECT LARG 143,468 156,141
    19766M840 COLUMBIA DIVIDEND IN 90,257 173,579
    09256H286 BLACKROCK STRATEGIC    
    19766M345 COLUMBIA FUNDS SERIE 33,919 35,032
    19763T806 COLUMBIA INCOME OPPO    
    04314H881 ARTISAN INTL VALUE F    
    464287226 ISHARES CORE US AGGR 108,262 109,898
    464287499 ISHARES RUSSELL MID- 511,940 460,384
    464287655 ISHARES RUSSELL 2000 100,116 88,240
    921943858 VANGUARD FTSE DEVELO 517,828 470,799
    922042858 VANGUARD FTSE EMERGI 216,422 207,569
    46138B103 INVESCO DB COMMODITY 176,704 166,316
    78464A870 SPDR S&P BIOTECH ETF 3,241 2,870
    74340W103 PROLOGIS INC REITS 1,812 1,585
    032511107 ANADARKO PETE CORP C 2,867 2,367
    055622104 BP P L C SPONSORED A 2,099 1,972
    26875P101 EOG RES INC COM 3,541 2,965
    674599105 OCCIDENTAL PETE CORP 2,124 1,841
    26078J100 DOWDUPONT INC COM 3,525 3,262
    35671D857 FREEPORT-MCMORAN INC 768 660
    929160109 VULCAN MATLS CO COM 1,804 1,680
    G29183103 EATON CORP PLC COM 2,909 2,609
    149123101 CATERPILLAR INC COM 1,475 1,398
    244199105 DEERE & CO COM 1,840 1,790
    452308109 ILLINOIS TOOL WKS IN 1,106 1,014
    907818108 UNION PAC CORP COM 2,618 2,350
    023135106 AMAZON COM INC COM 5,070 4,506
    437076102 HOME DEPOT INC COM 5,900 5,670
    580135101 MCDONALDS CORP COM 2,441 2,308
    654106103 NIKE INC CL B 2,918 2,891
    855244109 STARBUCKS CORP COM 2,547 2,447
    87612E106 TARGET CORP COM 4,324 4,031
    171340102 CHURCH & DWIGHT INC 2,841 2,828
    191216100 COCA COLA CO COM 2,889 2,746
    22160K105 COSTCO WHSL CORP NEW 2,539 2,241
    370334104 GENERAL MLS INC COM 1,400 1,285
    609207105 MONDELEZ INTL INC CO 1,800 1,601
    718172109 PHILIP MORRIS INTL I 2,945 2,270
    002824100 ABBOTT LABS COM 2,652 2,604
    075887109 BECTON DICKINSON & C 3,790 3,380
    101137107 BOSTON SCIENTIFIC CO 4,543 4,276
    125523100 CIGNA CORP NEW COM 1,556 1,329
    235851102 DANAHER CORP DEL COM 3,709 3,506
    478160104 JOHNSON & JOHNSON CO 2,925 2,581
    532457108 LILLY ELI & CO COM 2,931 2,893
    66987V109 NOVARTIS A G SPONSOR 1,466 1,373
    771195104 ROCHE HLDG LTD SPONS 1,455 1,399
    87918A105 TELADOC HEALTH INC C 2,617 2,082
    084670702 BERKSHIRE HATHAWAY I 5,468 5,105
    09247X101 BLACKROCK INC CL A 2,545 2,357
    172967424 CITIGROUP INC NEW CO 5,375 4,321
    38141G104 GOLDMAN SACHS GROUP 4,548 4,009
    446150104 HUNTINGTON BANCSHARE 1,752 1,430
    46625H100 J P MORGAN CHASE & C 5,320 4,686
    617446448 MORGAN STANLEY COM 3,541 3,172
    867914103 SUNTRUST BKS INC COM 1,755 1,412
    00724F101 ADOBE INC COM 3,486 3,167
    032654105 ANALOG DEVICES INC C 3,543 3,347
    11135F101 BROADCOM INC COM 2,359 2,543
    17275R102 CISCO SYS INC COM 5,137 4,680
    594918104 MICROSOFT CORP COM 8,057 7,415
    67066G104 NVIDIA CORP COM 2,271 1,869
    70450Y103 PAYPAL HOLDINGS INC 2,973 2,943
    79466L302 SALESFORCE COM INC C 4,688 4,520
    92826C839 VISA INC CL A COM 7,356 6,861
    00206R102 AT&T INC COM 746 685
    00507V109 ACTIVISION BLIZZARD 2,096 1,956
    02079K107 ALPHABET INC CL C CO 3,261 3,107
    02079K305 ALPHABET INC CL A CO 3,271 3,135
    254687106 DISNEY WALT CO COM D 2,198 2,083
    30303M102 FACEBOOK INC CL A CO 2,239 2,097
    92343V104 VERIZON COMMUNICATIO 1,436 1,349
    030420103 AMERICAN WTR WKS CO 1,792 1,725
    816851109 SEMPRA ENERGY COM 1,490 1,406
    09260B382 BLACKROCK STRATEGIC 154,929 150,647

    TY 2018 OtherDecreasesSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Description Amount
    BASIS ADJUSTMENTS ON SALES 17
    COST BASIS ADJUSTMENT 71


    TY 2018 OtherExpensesSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM PARTNERSHIP/S-CORP   29   0


    TY 2018 OtherIncomeSchedule2
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM PARTNERSHIP/S-CORP   -7,181  


    TY 2018 OtherIncreasesSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Description Amount
    TAX EFFECTIVE POSTINGS ADJUSTMENT 910
    PARTNERSHIP ADJUSTMENT 2,164
    RECOVERY OF PRIOR YEAR DISTRIBUTION 1,250
    ROUNDING ADJUSTMENT 2


    TY 2018 TaxesSchedule
    Name:
    C G FULLER FOUNDATION
    EIN:
    57-6050492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX - PRIOR YEAR 1,526 0   0
    EXCISE TAX ESTIMATES 2,272 0   0
    FOREIGN TAXES ON QUALIFIED FOR 548 548   0
    FOREIGN TAXES ON NONQUALIFIED 287 287   0