2025-08-14T04:30:13-05:00 2024-12-31 861065772 DELOITTE TAX LLP 100 S MILL AVE SUITE 1800 TEMPE AZ 85281 990PF 2024-01-01 954080516 FULTON FAMILY FOUNDATION FULT 4807536789 9140 S KYRENE ROAD 202 TEMPE AZ 85284 DOUGLAS S FULTON PRESIDENT 4807536789 2025-08-13 0 0 MATTHEW WILLIAM CARR P00981076 6022345100 2024 2025-03-06 01:10:19Z X 2917641 X X 68821 68821 271712 2081140 271712 30 30 340563 340563 0 0 0 8341 4171 4171 809 809 0 19016 19016 0 28166 23996 4171 625000 625000 653166 23996 629171 -312603 316567 248328 66092 66092 2770359 2184425 2184425 306865 505718 505718 78540 161406 161406 3404092 2917641 2917641 0 0 X 3404092 2917641 0 0 0 0 3404092 2917641 3404092 2917641 3404092 -312603 76525 3168014 250373 2917641 MORGAN STANLEY - PUBLICLY TRADED SECURITIES P 2036519 1809428 227091 227091 CAPITAL GAINS DIVIDENDS P 44621 44621 44621 271712 4400 0 4400 0 4400 2207 0 10000 0 12207 0 7807 7807 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, FORMER PRESIDENT 0.00 0 0 0 DOUGLAS S FULTON 9140 S KYRENE ROAD NO 202 TEMPE AZ 85284 DIRECTOR, PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 NONE 0 0 3027767 55438 0 3083205 0 0 3083205 46248 3036957 151848 151848 4400 4400 147448 0 147448 0 147448 629171 0 629171 147448 0 0 5227 5227 629171 0 0 0 147448 481723 0 0 486950 0 0 0 0 0 0 0 486950 5227 481723 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 - PHILANTHROPIES 1450 N UNIVERSITY AVE PROVO UT 846046080 NONE PC GENERAL SUPPORT 625000 625000 0 14 68821 14 30 18 271712 0 340563 0 340563 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8341 4171 4171 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 2024. 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 12/31/2024 ON PART II, LINES 10B, 10C AND 13 ARE RECORDED AT YEAR END FAIR MARKET VALUE. BAHL & GAYNOR SMALL/MID CAP IN (SMIG) 17,547INVESCO S&P 500 EQUAL WEIGHT E (RSP) 166,469ISHARES RUSSELL 1000 ETF (IWB) 172,033ISHARES US INFRASTRUCTURE ETF (IFRA) 7,406UTILITIES SEL SECT SPDR FUND (XLU) 14,457VANGUARD EXTENDED MKT ETF (VXF) 163,763VANGUARD HEALTH CARE ETF (VHT) 20,803VANGUARD INDUSTRIAL ETF (VIS) 11,448AMERICAN BALANCED F2 (AMBFX) 255,214AMERICAN NEW WORLD F2 (NFFFX) 158,716AMG YACKTMAN FOCUSED I (YAFIX) 295,311AQR LONG-SHORT EQUITY (QLEIX) 79,275HENNESSY JAPAN INST (HJPIX) 129,219BCS DUAL DIRECTIONAL TRIGGER PLUS EWY 72,225JPM TRIGGER PLUS RSP 58,595BCS PLUS TPX 101,990CITI TRIGGER JUMP RSP 51,410BCS DUAL DIRECTIONAL TRIGGER PLUS EEM 79,283CITI WORSTOF AUTO-CALLABLE TRIGGER JUMP RTY SPX SX5E 142,215ALPS/SMITH TOTAL RET BD A (SMAMX) 106,827UNIT MORGAN STANLEY GROWTH AT A REASONABLE PRICE STRATEGY 9 77,100UNIT MORGAN STANLEY UNCOMMON VALUES 2024 84,306AMERICAN INTM BD FD OF AMER F2 (IBAFX) 239,704AXONIC STRATEGIC INCOME I (AXSIX) 191,635LORD ABBETT FLT RT I (LFRIX) 154,598 FIXED INCOME INVESTMENTS - SEE DETAIL SCHEDULE ATTACHED 505718 505718 EQUITY INVESTMENTS - SEE DETAIL SCHEDULE ATTACHED 2184425 2184425 UNIT INVESTMENT TRUSTS - SEE DETAIL SCHEDULE ATTACHED FMV 161406 161406 UNSETTLED SECURITY TRADES 85373 CHARITABLE GRANT PREVIOUSLY REPORTED AS IN TRANSIT 165000 MORGAN STANLEY #4612 - INVESTMENT EXPENSES 3773 3773 0 MORGAN STANLEY #2612 - INVESTMENT EXPENSES 15241 15241 0 MORGAN STANLEY #3612- INVESTMENT EXPENSES 2 2 0 MISCELLANEOUS INCOME 30 30 30 CHANGE IN UNREALIZED GAIN/LOSS 74985 BOOK TO 1099 ADJUSTMENT 1540 MORGAN STANLEY- FOREIGN TAXES ON INVESTMENTS 809 809 0