Nonprofit · EIN 82-5464553
FULTUM FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,485,040 | $721,456 | $763,584 | $20,750,456 | $0 | $20,750,456 |
| June 30, 2024 | 990-PF | $2,618,021 | $1,773,014 | $845,007 | $19,995,523 | $0 | $19,995,523 |
| June 30, 2023 | 990-PF | $2,265,174 | $1,644,419 | $620,755 | $19,996,538 | $0 | $19,996,538 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $81,815
- Dividends
- $521,425
- Net gain from sales of assets
- $820,740
- Other income
- $61,060
Expenses
- Grants and similar amounts paid
- $500,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $502,568
- Excise tax on investment income
- $16,419
Balance sheet and other
- Total assets, start of year
- $19,995,523
- Total assets, end of year
- $20,750,456
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,750,456
- Fair market value of assets
- $34,373,029
- Qualifying distributions
- $502,568
- Net investment income
- $1,345,908
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 |
|---|---|---|---|
| LISA P JONES 10200 FOREST GREEN BLVD SUITE 503, LOUISVILLE, KY 40223 | VICE PRESIDENT | 1 | $0 |
| DANIEL H JONES 10200 FOREST GREEN BLVD SUITE 503, LOUISVILLE, KY 40223 | PRESIDENT/SECRETARY/TREASURER | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA P JONES 471 W MAIN ST SUITE 203, LOUISVILLE, KY 40202 | VICE PRESIDENT | 1 | $0 |
| DANIEL H JONES 471 W MAIN ST SUITE 203, LOUISVILLE, KY 40202 | PRESIDENT/SECRETARY/TREASURER | 1 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA P JONES 471 W MAIN ST SUITE 203, LOUISVILLE, KY 40202 | VICE PRESIDENT | 1 | $0 |
| DANIEL H JONES 471 W MAIN ST SUITE 203, LOUISVILLE, KY 40202 | PRESIDENT/SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10200 FOREST GREEN BLVD STE 503, LOUISVILLE, KY 40223-5183
- Signed the 990-PF
- DANIEL H JONES, PRESIDENT
- Phone
- (502) 584-3912
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
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
- 82-5464553
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $20,750,456
- Income (IRS master file)
- $6,028,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,485,040 | $721,456 | $20,750,456 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $2,618,021 | $1,773,014 | $19,995,523 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $2,265,174 | $1,644,419 | $19,996,538 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 82-5464553).
Questions about FULTUM FOUNDATION INC
- What is the EIN of FULTUM FOUNDATION INC?
- The employer identification number (EIN) of FULTUM FOUNDATION INC is 82-5464553.
- Is FULTUM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to FULTUM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FULTUM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FULTUM FOUNDATION INC 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 FULTUM FOUNDATION INC 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 FULTUM FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does FULTUM FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,485,040, expenses of $721,456 and total assets of $20,750,456 at year end.
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