Fulk Family Charitable Trust
- Assets
- $155.6k
- Revenue
- $7.0k
- Investments
- $148.5k
- Employees
- 0
- Location
- Westerville, OH
- Founding
- 01/1969
- Data as of
- 12/2023
- EIN
- 23-7007002
Organization Overview
Fulk Family Charitable Trust is located in Westerville, OH. The organization was established in 1969. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fulk Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Fulk Family Charitable Trust generated $7.0k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.5%) each year. All expenses for the organization totaled $22.2k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (3.3%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Lloyd Fulk Presidenrt | 0 | $0 | |
Kenneth S Fulk VP Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $620 |
| Dividends & Interest | $6,410 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $7,030 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $185 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $275 |
| Printing and publications | $0 |
| Other expenses | $15 |
| Total operating and administrative expenses | $2,242 |
| Contributions, gifts, grants paid | $20,000 |
| Total expenses and disbursements | $22,242 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $7,116 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $132,292 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $155,606 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Fulk Family Charitable Trust has awarded $20,000 in support to 28 organizations.
| Grant Recipient | Amount |
|---|---|
ALLIANCE DEFENDING FREEDOM PURPOSE: GENERAL PURPOSE | $500 |
ALS FOUNDATION OF GREATER CHICAGO PURPOSE: GENERAL PURPOSE | $200 |
AMERICAN SWEDISH INSTITUTE PURPOSE: GENERAL PURPOSE | $500 |
BEACON INC PURPOSE: GENERAL PURPOSE | $3,000 |
BETH EMANUEL SYNAGOGUE PURPOSE: GENERAL PURPOSE | $500 |
CARPENTAR FOUNDATION PURPOSE: GENERAL PURPOSE | $500 |