2024-06-04T02:47:03-05:00 2023-12-31 861065772 DELOITTE TAX LLP 100 S MILL AVE SUITE 1800 TEMPE AZ 85281 990PF 2023-01-01 954080516 FULTON FAMILY FOUNDATION FULT 4807536789 9140 S KYRENE ROAD 202 TEMPE AZ 85284 IRA A FULTON PRESIDENT 4807536789 2024-06-04 0 IRA FULTON 999009999 0 MATTHEW WILLIAM CARR P00981076 6022345100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3404092 X X 107790 107790 48329 1116783 48329 41 41 156160 156160 0 0 0 9699 4850 4850 283 283 0 20681 20681 0 30663 25814 4850 165000 165000 195663 25814 169850 -39503 130346 29310 248328 248328 3163289 2770359 2770359 0 306865 306865 0 78540 78540 3192599 3404092 3404092 0 0 X 3192599 3404092 0 0 0 0 3192599 3404092 3192599 3404092 3192599 -39503 341778 3494874 90782 3404092 MORGAN STANLEY - PUBLICLY TRADED SECURITIES P 1095871 1068454 27417 27417 CAPITAL GAINS DIVIDENDS P 20912 20912 20912 48329 1812 0 1812 0 1812 4019 0 0 0 4019 0 2207 2207 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A TOM ABRAHAM 4807537567 9140 S KYRENE ROAD SUITE 202 TEMPE AZ 85284 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRA A FULTON 9140 S KYRENE ROAD NO 202 TEMPE AZ 85284 DIRECTOR, PRESIDENT 0.00 0 0 0 DOUGLAS S FULTON 9140 S KYRENE ROAD NO 202 TEMPE AZ 85284 DIRECTOR 0.00 0 0 0 LORIE ANN NICHOLLS 9140 S KYRENE ROAD NO 202 TEMPE AZ 85284 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 0 3280228 99155 0 3379383 0 0 3379383 50691 3328692 166435 166435 1812 1812 164623 0 164623 0 164623 169850 0 169850 164623 0 0 0 169850 0 0 0 164623 5227 0 0 5227 0 0 0 0 0 0 0 5227 5227 IRA A FULTON IRA A FULTON 9140 SOUTH KYRENE ROAD SUITE 202 TEMPE AZ 85284 4807536789 LETTER REQUEST OUTLINING ORGANIZATION AND NEED. N/A N/A THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 NONE PC GENERAL SUPPORT 165000 165000 0 14 107790 14 41 18 48329 0 156160 0 156160 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9699 4850 4850 QUESTION 1(A)(3) FORM 990-PF, PART VI-B GOODS, SERVICES, OR FACILITIES FURNISHED BY A DISQUALIFIED PERSON:FULTON HOMES CORPORATION PROVIDED SPACE, ACCOUNTING, AND OTHER SERVICES AT NO CHARGE TO THE FULTON FAMILY FOUNDATION DURING 2023. THE PRIMARY SHAREHOLDER OF FULTON HOMES CORPORATION IS A RELATED PARTY TO A SUBSTANTIAL CONTRIBUTOR OF THE FOUNDATION. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). FMV OF LINES 10B, 10C AND 13 FORM 990-PF, PART II LINES 10B, 10C AND 13 ALL SECURITIES HELD AT 12/31/2023 ON PART II, LINES 10B, 10C AND 13 ARE RECORDED AT YEAR END FAIR MARKET VALUE. GS WORSTOF AUTO-CALLABLE TRIGGER JUMP RTY SPX SX5E 178,920 BNS PLUS TPX 105,760 BCS DUAL DIRECTIONAL TRIGGER PLUS EWY 77,250 JPM TRIGGER PLUS RSP 53,055 BCS DUAL DIRECTIONAL TRIGGER PLUS EEM 70,800 COHEN & STEERS LOW DUR P&I A (LPXAX) 154,904 LORD ABBETT CORE PLUS BOND A (LAPLX) 136,071 UNIT MORGAN STANLEY UNCOMMON VALUES 2023 78,540 INVESCO PREM US GOVT MNY INST (IUGXX) 95,067 AMERICAN BD FD AMERICA F2 (ABNFX) 235,571 AXONIC STRATEGIC INCOME I (AXSIX) 176,006 BLACKSTONE INC (BX) 44,382 CONS STAPLES SEL SECT SPDR FD (XLP) 14,046 ISHARES US INFRASTRUCTURE ETF (IFRA) 6,443 UTILITIES SEL SECT SPDR FUND (XLU) 12,096 VANGUARD EXTENDED MKT ETF (VXF) 61,986 VANGUARD HEALTH CARE ETF (VHT) 20,557 VANGUARD INDUSTRIAL ETF (VIS) 19,839 INVESCO PREM US GOVT MNY INST (IUGXX) 128,286 MSILF PRIME PTF INST (MPFXX) 202,108 AMERICAN BALANCED F2 (AMBFX) 350,234 AMERICAN NEW WORLD F2 (NFFFX) 148,630 AMG YACKTMAN FOCUSED I (YAFIX) 347,340 FIRST EAGLE GLB INC BUILDER I (FEBIX) 329,468 HENNESSY JAPAN INST (HJPIX) 108,405 FIXED INCOME INVESTMENTS - SEE DETAIL SCHEDULE ATTACHED 306865 306865 EQUITY INVESTMENTS - SEE DETAIL SCHEDULE ATTACHED 2770359 2770359 UNIT INVESTMENT TRUSTS - SEE DETAIL SCHEDULE ATTACHED FMV 78540 78540 UNSETTLED SECURITY TRADES 88972 BOOK TO 1099 ADJUSTMENT 1810 MORGAN STANLEY #4891 - INVESTMENT EXPENSES 4575 4575 0 MORGAN STANLEY #2891 - INVESTMENT EXPENSES 16106 16106 0 MISCELLANEOUS INCOME 41 41 41 CHANGE IN UNREALIZED GAIN/LOSS 176778 CHARITABLE GRANTS IN TRANSIT 165000 MORGAN STANLEY- FOREIGN TAXES ON INVESTMENTS 283 283 0