Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
FULLER CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

46-6465271
B Telephone number (see instructions)

(513) 534-5310
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,515,795J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 87,386 87,123  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,448,982
b Gross sales price for all assets on line 6a 3,847,643
7 Capital gain net income (from Part IV, line 2)... 1,448,982
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).......      
12 Total. Add lines 1 through 11........ 1,536,368 1,536,105  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,752 36,339   6,413
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)....... Click to see attachment
List of Attached Documents:
// Content
1,470 735 0 735
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,120 1,326   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,342 38,400 0 7,148
25 Contributions, gifts, grants paid....... 158,000 158,000
26 Total expenses and disbursements. Add lines 24 and 25 205,342 38,400 0 165,148
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,331,026
b Net investment income (if negative, enter -0-) 1,497,705
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1    
2 Savings and temporary cash investments......... 192,573 113,649 113,649
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 55,463    
b Investments—corporate stock (attach schedule)....... 480,878    
c Investments—corporate bonds (attach schedule)....... 259,826    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,112,470 Click to see attachment
List of Attached Documents:
// Content
3,317,793 		3,402,146
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,101,211 3,431,442 3,515,795
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,101,211 3,431,442
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,101,211 3,431,442
30 Total liabilities and net assets/fund balances (see instructions). 2,101,211 3,431,442
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
2,101,211
2
Enter amount from Part I, line 27a .....................
2
1,331,026
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
424
4
Add lines 1, 2, and 3 ..........................
4
3,432,661
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,219
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,431,442
Form 990-PF (2024)
Form 990-PF (2024)
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 50000. MASTERCARD INC NT 03/31/14 3.375 04/01/24   2017-06-27 2024-04-01
b 250. BRISTOL MYERS SQUIBB CO   2019-11-21 2024-05-10
c 500. INTEL CORP COM   2017-05-04 2024-05-10
d 1563.791 INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND - CLASS R6   2021-11-10 2024-06-10
e 3958.395 INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND - CLASS R6   2013-01-18 2024-06-10
2238.256 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2016-12-19 2024-06-10
540. ALPHABET INC CAP STK CL A   2018-09-07 2024-06-10
220. AMAZON COM INC COM   2018-09-17 2024-06-10
150. AMGEN INC   2012-01-08 2024-06-10
100. APPLE COMPUTER INC   2018-09-17 2024-06-10
800. APPLE COMPUTER INC   2013-04-25 2024-06-10
50000. APPLE INC SR GLBL NT 02/23/16 3.250 02/23/26   2017-03-20 2024-06-10
900. BANK OF AMERICA CORP   2012-02-02 2024-06-10
150. BERKSHIRE HATHAWAY INC DEL CL B   2012-01-08 2024-06-10
100. CISCO SYS INC   2013-01-17 2024-06-10
600. CISCO SYS INC   2012-01-08 2024-06-10
100. COCA COLA CO   2017-02-14 2024-06-10
500. COCA COLA CO   2012-01-08 2024-06-10
225. CONOCOPHILLIPS   2017-01-19 2024-06-10
50. CONOCOPHILLIPS   2017-02-14 2024-06-10
20. DISNEY WALT CO (HOLDING COMPANY)   2017-02-14 2024-06-10
30. DISNEY WALT CO (HOLDING COMPANY)   2018-04-10 2024-06-10
20. DISNEY WALT CO (HOLDING COMPANY)   2016-06-15 2024-06-10
180. DISNEY WALT CO (HOLDING COMPANY)   2013-10-21 2024-06-10
352.654 DODGE & COX STK FD   2014-07-31 2024-06-10
43.939 DODGE & COX STK FD   2016-06-15 2024-06-10
175. EOG RES INC   2017-04-20 2024-06-10
37. ECOLAB INC COM   2014-02-26 2024-06-10
143. ECOLAB INC COM   2014-02-26 2024-06-10
20. ECOLAB INC COM   2014-04-11 2024-06-10
328.319 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2013-01-17 2024-06-10
1391.994 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2012-01-08 2024-06-10
125. EXXON MOBIL CORP   2012-01-08 2024-06-10
50. EXXON MOBIL CORP   2015-07-28 2024-06-10
50. EXXON MOBIL CORP   2017-02-14 2024-06-10
125. META PLATFORMS INC CL A   2015-03-19 2024-06-10
1243.106 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2015-12-30 2024-06-10
7106.244 GOLDMAN SACHS ABS RETURN TRACKER   2021-11-10 2024-06-10
925.153 GOLDMAN SACHS ABS RETURN TRACKER   2021-05-26 2024-06-10
4249.131 HARDING LOEVNER INTL EQUITY INST   2017-07-18 2024-06-10
150. HOME DEPOT INC   2013-09-12 2024-06-10
1799.553 HOTCHKIS & WILEY HIGH YIELD I   2015-12-16 2024-06-10
919. ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BD FD   2023-11-13 2024-06-10
200. JOHNSON & JOHNSON   2012-01-08 2024-06-10
58. MASTERCARD INC   2018-09-17 2024-06-10
100. MASTERCARD INC   2014-02-26 2024-06-10
50. MASTERCARD INC   2014-04-11 2024-06-10
180. MCDONALDS CORP   2017-01-19 2024-06-10
50. MERCK & CO INC   2017-02-14 2024-06-10
350. MERCK & CO INC   2012-01-08 2024-06-10
100. MICROSOFT CORP   2018-09-17 2024-06-10
150. MICROSOFT CORP   2012-01-08 2024-06-10
150. MICROSOFT CORP   2013-01-17 2024-06-10
50. NIKE INC CL B   2017-02-14 2024-06-10
50. NIKE INC CL B   2016-06-15 2024-06-10
300. NIKE INC CL B   2015-03-19 2024-06-10
25. ORACLE CORP   2012-02-02 2024-06-10
475. ORACLE CORP   2012-01-08 2024-06-10
150. PNC BANK CORP   2017-08-01 2024-06-10
30. PROCTER & GAMBLE CO COM   2017-02-14 2024-06-10
20. PROCTER & GAMBLE CO COM   2018-02-08 2024-06-10
50. PROCTER & GAMBLE CO COM   2013-01-17 2024-06-10
200. PROCTER & GAMBLE CO COM   2012-01-08 2024-06-10
50000. QUALCOMM INC 05/20/15 3.450 05/20/25   2016-11-10 2024-06-10
200. RTX CORPORATION   2012-01-08 2024-06-10
960.975 T. ROWE PRICE NEW HORIZONS I   2014-10-22 2024-06-10
189.605 T. ROWE PRICE NEW HORIZONS I   2016-06-15 2024-06-10
1000. SCHWAB US TIPS ETF   2017-09-27 2024-06-10
50000. SIMON PPTY GROUP LP SR NT 09/10/14 3.375 10/01/24   2016-07-22 2024-06-10
50000. STATE STR CORP SR GLBL NT 08/18/15 3.550 08/18/25   2017-02-14 2024-06-10
1097.488 TOUCHSTONE ULTRA SHORT DUR F/I INSTL   2014-07-01 2024-06-10
572.757 TOUCHSTONE ULTRA SHORT DUR F/I INSTL   2014-06-11 2024-06-10
1645.178 TOUCHSTONE ULTRA SHORT DUR F/I INSTL   2016-11-10 2024-06-10
2691.091 TOUCHSTONE ULTRA SHORT DUR F/I INSTL   2017-06-27 2024-06-10
200. UNION PAC CORP COM   2013-10-21 2024-06-10
3180.585 VANGUARD DIV APPR INDEX FD ADM CL SHS   2016-12-15 2024-06-10
800. VANGUARD REAL ESTATE ETF   2012-01-08 2024-06-10
473.871 VANGUARD MID CAP INDEX FUND ADM   2015-12-14 2024-06-10
1296.375 VANGUARD SMALL CAP INDEX ADMIRAL SHARES   2017-01-20 2024-06-10
100. VANGUARD VALUE ETF   2020-05-13 2024-06-10
85. CHUBB LIMITED ISIN# CH0044328745 [QDI]   2017-04-28 2024-06-10
11138.309 ARTISAN HIGH INCOME INST   2024-06-10 2024-12-10
253.92 BAILLIE GIFFORD EMRG MKTS K   2024-06-10 2024-12-10
322.209 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2024-06-10 2024-12-10
270.845 FIDELITY 500 INDEX FD INST PREMIUM   2024-06-10 2024-12-10
352.163 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2015-12-30 2024-12-10
2519.085 GRANDEUR PEAK INTL STALWARTS   2024-06-10 2024-12-10
182. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-06-10 2024-12-10
1811. ESG AWARE MSCI EAFE ETF   2024-06-10 2024-12-10
1825. VANGUARD EXTENDED MARKET ETF   2024-06-10 2024-12-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 50,000   52,521 -2,521
b 11,174   14,103 -2,929
c 15,105   18,405 -3,300
d 13,636   9,689 3,947
e 34,517   22,627 11,890
88,254   70,639 17,615
94,389   31,822 62,567
41,108   21,494 19,614
45,678   9,630 36,048
19,263   5,551 13,712
154,104   11,732 142,372
48,532   50,327 -1,795
35,677   6,741 28,936
61,591   11,473 50,118
4,578   2,101 2,477
27,470   11,358 16,112
6,357   4,052 2,305
31,784   17,263 14,521
25,472   11,281 14,191
5,660   2,474 3,186
2,055   2,194 -139
3,082   3,032 50
2,055   1,975 80
18,491   12,140 6,351
90,487   62,452 28,035
11,274   7,000 4,274
21,269   16,399 4,870
8,814   3,914 4,900
34,065   15,126 18,939
4,764   2,088 2,676
19,105   13,911 5,194
81,000   49,065 31,935
14,092   10,679 3,413
5,637   4,128 1,509
5,637   4,117 1,520
62,635   10,307 52,328
15,203   12,916 2,287
69,854   76,250 -6,396
9,094   9,686 -592
113,834   90,676 23,158
49,837   11,314 38,523
18,787   19,867 -1,080
94,711   92,966 1,745
29,421   12,979 16,442
26,030   12,761 13,269
44,879   7,707 37,172
22,439   3,504 18,935
45,622   22,084 23,538
6,573   3,087 3,486
46,010   12,794 33,216
42,702   11,361 31,341
64,053   4,183 59,870
64,053   4,077 59,976
4,797   2,818 1,979
4,797   2,729 2,068
28,784   14,652 14,132
3,116   726 2,390
59,198   12,755 46,443
22,908   19,511 3,397
5,015   2,630 2,385
3,343   1,644 1,699
8,358   3,475 4,883
33,431   13,277 20,154
49,101   51,964 -2,863
21,408   8,176 13,232
52,056   43,579 8,477
10,271   8,000 2,271
51,579   55,463 -3,884
49,642   53,827 -4,185
49,057   51,187 -2,130
10,086   10,338 -252
5,264   5,395 -131
15,119   15,300 -181
24,731   25,000 -269
45,650   15,367 30,283
156,771   74,680 82,091
66,522   37,990 28,532
142,673   69,493 73,180
135,743   80,816 54,927
16,078   9,425 6,653
22,750   11,691 11,059
102,472   99,465 3,007
5,246   5,157 89
19,133   17,306 1,827
56,905   50,537 6,368
4,346   3,659 687
42,925   43,102 -177
12,501   11,442 1,059
143,989   147,558 -3,569
367,873   306,505 61,368
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
      32,092
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       -2,521
b       -2,929
c       -3,300
d       3,947
e       11,890
      17,615
      62,567
      19,614
      36,048
      13,712
      142,372
      -1,795
      28,936
      50,118
      2,477
      16,112
      2,305
      14,521
      14,191
      3,186
      -139
      50
      80
      6,351
      28,035
      4,274
      4,870
      4,900
      18,939
      2,676
      5,194
      31,935
      3,413
      1,509
      1,520
      52,328
      2,287
      -6,396
      -592
      23,158
      38,523
      -1,080
      1,745
      16,442
      13,269
      37,172
      18,935
      23,538
      3,486
      33,216
      31,341
      59,870
      59,976
      1,979
      2,068
      14,132
      2,390
      46,443
      3,397
      2,385
      1,699
      4,883
      20,154
      -2,863
      13,232
      8,477
      2,271
      -3,884
      -4,185
      -2,130
      -252
      -131
      -181
      -269
      30,283
      82,091
      28,532
      73,180
      54,927
      6,653
      11,059
      3,007
      89
      1,827
      6,368
      687
      -177
      1,059
      -3,569
      61,368
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,448,982
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,818
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 20,818
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 20,818
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,204
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,204
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.......right arrow 9 19,614
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowFIFTH THIRD BANK NA Telephone no.right arrow (513) 534-7001

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+4right arrow45202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
FIFTH THIRD BANK N A TRUSTEE
1 		42,752    
38 FOUNTAIN SQ PLAZA MD1090VD
CINCINNATI,OH45202
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
3,281,200
b
Average of monthly cash balances.......................
1b
148,558
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,429,758
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
3,429,758
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,446
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,378,312
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
168,916
Part X
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 IX, line 6..................
1
168,916
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,818
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,818
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
148,098
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
148,098
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 XII, line 1 ...
7
148,098
Part XI
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
165,148
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
165,148
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 148,098
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 126,316
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 165,148
a Applied to 2023, but not more than line 2a 126,316
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 2024 distributable amount..... 38,832
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		109,266
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

ST PAUL'S EPISCOPAL CHURCH

301 SE FIRST ST
EVANSVILLE,IN477131097 		NONE PC ANNUAL FUND 158,000
Total .................................right arrow 3a 158,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 87,386  
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 1,448,982  
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) ..   1,536,368  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,536,368
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,470 735   735

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Statement:
INDIANA DOES NOT REQUIRE A COPY OF FORM 990-PF

TY 2024 InvestmentsCorpBondsSchedule
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Name of Bond End of Year Book Value End of Year Fair Market Value
037833BY5 APPLE INC SR GLBL NT    
57636QAB0 MASTERCARD INC NT 03    
747525AF0 QUALCOMM INC 05/20/1    
828807CS4 SIMON PPTY GROUP LP    
857477AT0 STATE STR CORP SR GL    

TY 2024 InvestmentsCorpStockSchedule
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CAP STK    
023135106 AMAZON.COM INC    
031162100 AMGEN INC    
037833100 APPLE INC    
060505104 BANK AMER CORP    
084670702 BERKSHIRE HATHAWAY I    
110122108 BRISTOL MYERS SQUIBB    
17275R102 CISCO SYSTEMS INC    
191216100 COCA COLA CO    
20825C104 CONOCOPHILLIPS    
254687106 DISNEY WALT CO    
26875P101 EOG RES INC    
278865100 ECOLAB INC    
30231G102 EXXON MOBIL CORP    
30303M102 META PLATFORMS INC C    
437076102 HOME DEPOT INC    
458140100 INTEL CORP    
478160104 JOHNSON & JOHNSON    
57636Q104 MASTERCARD INC    
580135101 MCDONALDS CORP    
58933Y105 MERCK & CO INC    
594918104 MICROSOFT CORP    
654106103 NIKE INC    
68389X105 ORACLE CORPORATION    
693475105 PNC FINANCIAL SERVIC    
742718109 PROCTER & GAMBLE CO    
75513E101 RTX CORPORATION    
907818108 UNION PAC CORP    
H1467J104 CHUBB LIMITED ISIN#    

TY 2024 InvestmentsGovtObligationsSch
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00143W859 INVESCO DEVELOPING M      
256219106 DODGE & COX STK FD      
258620103 DOUBLELINE TOTAL RET AT COST 72,201 67,438
298706110 AMERICAN FUNDS EUROP      
317609295 SEAFARER OVERSEAS GR AT COST 58,125 65,006
412295107 HARDING LOEVNER INTL      
44134R735 HOTCHKIS & WILEY HIG      
779562206 T. ROWE PRICE NEW HO      
921908828 VANGUARD DIV APPR IN      
922908553 VANGUARD REAL ESTATE      
922908645 VANGUARD MID CAP IND      
922908686 VANGUARD SMALL CAP I      
922908744 VANGUARD VALUE ETF      
315911750 FIDELITY 500 INDEX F AT COST 789,316 881,041
38145N220 GOLDMAN SACHS ABS RE AT COST 36,948 35,216
89155T656 TOUCHSTONE ULTRA SHO      
00143K228 INVESCO OPPENHEIMER      
464288612 ISHARES BARCLAYS INT      
056823396 BAILLIE GIFFORD EMRG AT COST 67,784 63,979
057071805 BAIRD FDS INC INTER AT COST 331,514 333,152
09260B382 BLACKROCK FDS II STR AT COST 119,819 118,567
115233207 BROWN ADVISORY SUSTA AT COST 408,736 419,390
192476505 COHEN & STEERS REALT AT COST 51,833 51,582
207019704 CONESTOGA FDS SMALL AT COST 102,609 96,446
256206103 DODGE & COX INTL STO AT COST 63,874 59,833
256210105 DODGE & COX INCOME F AT COST 67,132 66,622
315911727 FIDELITY INTERNATION AT COST 130,130 121,793
315911743 FIDELITY EXTENDED MA AT COST 50,211 47,218
40168W483 GUGGENHEIM LIMITED D AT COST 68,041 68,733
46137V241 INVESCO EXCHANGE-TRA AT COST 415,039 442,532
464288372 ISHARES S&P GLOB INF AT COST 52,564 51,956
46434G103 ISHARES CORE MSCI EM AT COST 94,731 89,714
552966806 MFS INTERNATIONAL EQ AT COST 63,500 60,325
74933W882 ABBEY CAP MULTI ASSE AT COST 37,990 35,811
921937827 VANGUARD SHORT-TERM AT COST 132,301 133,600
949915482 ALLSPRING SPECIAL MI AT COST 103,395 92,192

TY 2024 OtherDecreasesSchedule
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Description Amount
2024 TRANSACTION POSTED IN 2025 1,067
RETURN OF CAPITAL ADJUSTMENT 140
ADJUSTMENT TO INCOME 12


TY 2024 OtherIncreasesSchedule
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Description Amount
2023 TRANSACTIONS POSTED IN 2024 421
ROUNDING 3


TY 2024 TaxesSchedule
Name:
FULLER CHARITABLE FOUNDATION
EIN:
46-6465271
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 590 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,204 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,032 1,032   0
FOREIGN TAXES ON NONQUALIFIED 294 294   0