Nonprofit · EIN 47-2940908
FULLERTON FAMILY CHARITABLE FUND
Tax-exempt · ASPEN, CO 81611
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,397,589 | $4,235,237 | -$1,837,648 | $42,616,169 | $0 | $42,616,169 |
| June 30, 2024 | 990-PF | $3,219,568 | $3,468,584 | -$249,016 | $42,581,041 | $0 | $42,581,041 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $994,418
- Interest
- $181,567
- Net gain from sales of assets
- $1,221,604
Expenses
- Grants and similar amounts paid
- $4,011,833
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,014,489
- Excise tax on investment income
- $31,335
Balance sheet and other
- Total assets, start of year
- $42,581,041
- Total assets, end of year
- $42,616,169
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,616,169
- Fair market value of assets
- $42,616,169
- Qualifying distributions
- $4,014,489
- Net investment income
- $2,397,589
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B FULLERTON 306 WEST FRANCIS STREET, ASPEN, CO 81611 | DIRECTOR, PRESIDENT | 5 | $0 |
| JESSICA M FULLERTON 306 WEST FRANCIS STREET, ASPEN, CO 81611 | DIRECTOR, SECRETARY/TREASURER | 5 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B FULLERTON 306 WEST FRANCIS STREET, ASPEN, CO 81611 | DIRECTOR, PRESIDENT | 5 | $0 |
| JESSICA M FULLERTON 306 WEST FRANCIS STREET, ASPEN, CO 81611 | DIRECTOR, SECRETARY/TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 306 W FRANCIS ST, ASPEN, CO 81611-1337
- Signed the 990-PF
- JOHN B FULLERTON, DIRECTOR
- Phone
- (970) 920-1145
- Return prepared by
- REESE HENRY & COMPANY INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-2940908
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $42,616,169
- Income (IRS master file)
- $3,270,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,397,589 | $4,235,237 | $42,616,169 | XML |
| 990-PF | June 2024 | $3,219,568 | $3,468,584 | $42,581,041 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2940908).
Questions about FULLERTON FAMILY CHARITABLE FUND
- What is the EIN of FULLERTON FAMILY CHARITABLE FUND?
- The employer identification number (EIN) of FULLERTON FAMILY CHARITABLE FUND is 47-2940908.
- Is FULLERTON FAMILY CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to FULLERTON FAMILY CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FULLERTON FAMILY CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FULLERTON FAMILY CHARITABLE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FULLERTON FAMILY CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of FULLERTON FAMILY CHARITABLE FUND?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does FULLERTON FAMILY CHARITABLE FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,397,589, expenses of $4,235,237 and total assets of $42,616,169 at year end.
Other nonprofits in ASPEN
- DAVID GLICKMAN FAMILY FOUNDATION EIN 99-3588694 · last filed 990-PF for 2024
- LEWIS FOUNDATION EIN 41-2063101 · last filed 990-PF for 2024
- SANFORD J GROSSMAN CHARITABLE TR EIN 33-6316059 · last filed 990-PF for 2025
- ALPENGLOW FOUNDATION EIN 45-4048834 · last filed 990-PF for 2024
- ANDREW M PAUL FAM FOUNDATION TR EIN 13-7143442 · last filed 990-PF for 2025
- HURD FAMILY FOUNDATION EIN 26-1539988 · last filed 990-PF for 2025
- CITRIN FAMILY FOUNDATION EIN 20-3144815 · last filed 990-PF for 2025
- FREEDMAN FAMILY FOUNDATION EIN 83-2887728 · last filed 990-PF for 2024
All nonprofits in ASPEN · Colorado · Philanthropy, voluntarism and grantmaking foundations