2024-11-11T17:49:41-06:00 2023-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2023-01-01 954124436 THE FULLER FOUNDATION FULL 6267923232 135 N OAKLAND AVENUE PASADENA CA 91182 BRIAN RIETZE CHIEF FINANCIAL OFFICER 6267923232 2024-11-11 1 0 TRACY S PAGLIA P00366884 2099556100 2024-11-11 2023 2024-10-15 13:58:12Z ROBERT CEREMSAK 135 N OAKLAND AVENUE PASADENA CA 91182 34858379 0 X WWW.THEFULLERFOUNDATION.ORG X 1987 CA THE FULLER FOUNDATION (THE "FOUNDATION") SERVES FULLER THEOLOGICAL SEMINARY (THE "SEMINARY") AND ITS CONSTITUENTS THROUGH STEWARDSHIP, GIFT AND ESTATE PLANNING, CHARITABLE GIVING, AND INVESTMENT MANAGEMENT SERVICES. THE FOUNDATION DOES THIS BY MANAGING THE SEMINARY'S ENDOWMENT AND PROVIDING DEVELOPMENT AND ALUMNI RELATIONS SERVICES, AS WELL AS PROVIDING TRUST ADMINISTRATION, DONOR-ADVISED FUNDS, AND INVESTMENT MANAGEMENT SERVICES FOR GENEROUS FRIENDS OF THE SEMINARY. 11 11 32 11 -137339 0 7512843 1870412 4970872 4949581 -168056 7014177 -124508 -137339 12191151 13696831 9720235 3930038 0 0 3878876 3536412 0 0 168847 1579681 1352500 15178792 8818950 -2987641 4877881 203579115 220467878 129393174 142511706 74185941 77956172 X THE FULLER FOUNDATION SERVES FULLER THEOLOGICAL SEMINARY THROUGH ADVANCEMENT ACTIVITIES AND ENDOWMENT MANAGEMENT, AS WELL AS ITS PARTNERS, INCLUDING CHURCHES AND DENOMINATIONS, AND THE BROADER CHRISTIAN COMMUNITY BY BEING A TRUSTED ADVISOR IN THE PROVISION OF FINANCIAL SERVICES. 0 0 7525932 3930038 4949581 SEE SCHEDULE OTHE SERVICES OF THE FULLER FOUNDATION BENEFIT AND CARRY OUT THE CHARITABLE PURPOSES OF CHRISTIAN BASED AND OTHER CHARITABLE ORGANIZATIONS. THIS INCLUDES DIRECT SUPPORT OF FULLER THEOLOGICAL SEMINARY, OTHER CHRISTIAN BASED ORGANIZATIONS, OTHER CHARITABLE ORGANIZATIONS, AND VARIOUS DESIGNATED, RESTRICTED, OR ENDOWMENT FUNDS. THE FOUNDATION FULFILLS ITS PURPOSES THROUGH THE ADMINISTRATION AND MANAGEMENT OF FULLER THEOLOGICAL SEMINARY'S FUNDRAISING, ALUMNI RELATIONS ACTIVITIES, AND MANAGEMENT OF CERTAIN ENDOWMENT FUNDS DESIGNATED TO SUPPORT FULLER THEOLOGICAL SEMINARY. ADDITIONALLY, THE FOUNDATION MANAGES CHARITABLE TRUSTS, CHARITABLE FUNDS, DONOR ADVISED FUNDS, AND GIFT ANNUITY TYPE ACCOUNTS. PROGRAM RELATED DISTRIBUTIONS INCLUDE GIFTS AND GRANTS TO THE SEMINARY AND A BROAD BASE OF CHARITABLE ORGANIZATIONS, INCLUDING GIFTS FROM DONOR ADVISED FUNDS. GIFTS AND GRANTS ARE PREDOMINATELY TO U.S. BASED IRS DETERMINED 501(C)(3) CHARITIES. SELECT GRANTS AND GIFTS ARE MADE TO FOREIGN ORGANIZATIONS THAT HAVE BEEN DETERMINED TO BE ORGANIZED FOR EXCLUSIVELY CHARITABLE PURPOSES. OTHER ACTIVITIES INCLUDE PROVIDING TRUST FIDUCIARY SERVICES TO OTHER CHARITABLE ORGANIZATIONS WITH A CHRISTIAN MISSION. 7525932 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 8 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X BRIAN RIETZE 6267923232 135 N OAKLAND AVENUE PASADENA CA 91182 TODD DERRICK SR. DIR. GIFT/ESTATE PLANNING SRVCS 2.00 38.00 X 11292 214551 66633 BRIAN RIETZE CHIEF FINANCIAL OFFICER 16.00 24.00 X 85362 128043 52936 DASHA THOMAS CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 213278 0 28715 DANIEL COOPER EXECUTIVE DIRECTOR (THRU 8/2023) 14.00 26.00 X X 72385 134429 29170 JOHN KAMPERSCHROER SR. DEVELOPMENT OFFICER 40.00 0.00 X 179794 0 37877 LAUREN YAMAOKA SR. DIR. OF DEV. & FOUNDATIONS 40.00 0.00 X 174555 0 38322 MARK LABBERTON DIRECTOR (THRU 2/2023) 20.00 0.00 X 175000 0 30419 KEN ERFFMEYER SR. VP FOR ADVANCEMENT (THRU 8/2023) 40.00 0.00 X 174611 0 29551 LILY TSAU SR. DIRECTOR, ALUMNI RELATIONS 40.00 0.00 X 139990 0 31023 EMILY SEXTON SECR / DIR OF HR & OFFICE OPS (THRU 10/2023) 36.00 4.00 X 103958 11551 44245 ALYSE LEE DIRECTOR OF STEWARDSHIP 30.00 10.00 X 90145 30048 35994 LUZ MOSQUEDA ACCOUNTING MANAGER 40.00 0.00 X 105144 0 48167 NICOLE SHELLEY SECR (START 10/2023) / OFFICE OPS MGR 40.00 0.00 X 76110 0 28612 ROBERT CEREMSAK CHAIR / ACTING EXECUTIVE DIRECTOR 5.00 0.00 X X 0 0 0 COLETTE COZEAN DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE DRAKE DIRECTOR 1.00 0.00 X 0 0 0 DAVID EMMANUEL GOATLEY DIRECTOR (START 2/2023) 1.00 0.00 X 0 0 0 DANNY KUO DIRECTOR 1.00 0.00 X 0 0 0 DANIEL MEYER DIRECTOR 1.00 0.00 X 0 0 0 RUSS MICHEALSEN DIRECTOR 1.00 0.00 X 0 0 0 JAMES REA JR DIRECTOR 1.00 0.00 X 0 0 0 MICHELE RUBY DIRECTOR 1.00 0.00 X 0 0 0 JODY VANDERWEL DIRECTOR 1.00 0.00 X 0 0 0 DANIEL VILLANUEVA VICE CHAIR 1.00 0.00 X X 0 0 0 1601624 518622 501664 8 0 1 0 0 1870412 150639 1870412 COST RECOVERY ASSESSMENTS 525920 4948681 4948681 PRI INTEREST INCOME 522200 900 900 4949581 556062 556062 27619663 21161548 6458115 6458115 6458115 UBI FROM PASSTHROUGHS 523000 -137339 -137339 -137339 13696831 4949581 -137339 7014177 3930038 3930038 1514631 1308853 154352 51426 1386458 1198093 141290 47075 153797 132902 15673 5222 277141 239488 28243 9410 204385 176617 20828 6940 70400 70400 303971 100607 203364 118502 118502 53643 26821 13411 13411 71460 22155 49305 195677 65219 130458 111177 36294 61105 13778 134225 43172 69468 21585 4481 4481 31459 10485 20974 19215 19215 COST RECOVERY EXPENSES 96526 96526 0 0 ALUMNI EVENTS 16004 16004 OTHER TAXES/LICENSES 6604 6604 REPAIRS & MAINTENANCE 376 126 250 118780 122532 -3752 8818950 7525932 1124171 168847 1278803 5784061 99812 2253990 308065 250190 750000 350000 96591 114456 386513 372758 45214 13755 22103143 48114530 178327762 163016271 501575 502475 68150 68150 203579115 220467878 358884 376592 200000 38658 128834290 142096456 129393174 142511706 X 24844106 24912202 49341835 53043970 74185941 77956172 203579115 220467878 X 4877881 -1686134 578484 X 0 1 X 1 0 X 9305899 15805681 16358789 7512843 1870412 50853624 9305899 15805681 16358789 7512843 1870412 50853624 36498630 14354994 443054 211622 351364 246018 556062 1808120 155704 39644 175188 370536 1990 1990 53034270 19386168 0.27070 0.25510 X PURSUANT TO TREASURY REGULATION SECTION 1.170A-9(F)(3), THE ORGANIZATION RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC, AS WELL AS FROM ACTIVITIES RELATED TO EXEMPT FUNCTIONS AND IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL SOURCES OF SUPPORT. THE ORGANIZATION IS REGISTERED AS A CHARITABLE SOLICITOR IN ALL STATES THAT REQUIRE REGISTRATION, WHICH HAS INCREASED FROM 1 STATE IN 2019 TO NEARLY ALL STATES REQUIRING REGISTRATION IN 2023. FUNDRAISING AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS ARE CARRIED OUT BY QUALIFIED STAFF MEMBERS AND SUPPORTED BY THE BOARD OF DIRECTORS. PROMOTION AND AVAILABILITY OF THE ORGANIZATION'S SERVICE OFFERINGS AND PHILANTHROPIC PROGRAMS IS ONGOING.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR ENDING DECEMBER 31, 2023, PUBLIC SUPPORT EQUALED 27.07%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT, AND REPRESENTS 1.56% INCREASE FROM THE PRIOR YEAR.(IV) SOURCES OF SUPPORT: THE ORGANIZATION REGULARLY RECEIVES PUBLIC SUPPORT FROM A NUMBER OF PEOPLE OVER A HANDFUL OF PROGRAMS. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1987 AND HAS SERVED INDIVIDUALS, FAMILIES, AND ORGANIZATIONS IN THE LOCAL COMMUNITY AND THROUGHOUT THE UNITED STATES SINCE THAT TIME. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM CONTRIBUTIONS TO ITS DONOR-ADVISED FUND PROGRAM AND ORGANIZATION-OWNED SCHOLARSHIPS AND ENDOWMENTS THAT SUPPORT FULLER THEOLOGICAL SEMINARY. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM SERVICE REVENUES RELATED TO EXEMPT FUNCTIONS FOR PHILANTHROPIC SERVICES PROVIDED TO THE PUBLIC, SUCH AS MANAGING A CHARITABLE TRUST PROGRAM, SERVING AS MANAGING MEMBER TO AN ENDOWMENT INVESTMENT ASSET POOL, AND MANAGING A CHARITABLE GIFT ANNUITY PROGRAM. GIVEN ITS LONG HISTORY AND STRONG REPUTATION, THE ORGANIZATION HAS ATTRACTED SOME WEALTHY INDIVIDUALS AND ORGANIZATIONS AS DONORS AND CLIENTS OF ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THESE WEALTHY DONORS AND CLIENTS CAN SKEW THE PUBLIC SUPPORT TEST DUE TO THE OFTEN SIGNIFICANT SIZE OF THE TRANSACTIONS, EVEN THOUGH THE TRANSACTION FREQUENCY AND ASSOCIATED WORK IS INSIGNIFICANT COMPARED TO THE OVERALL OPERATIONS AND ACTIVITIES OF THE ORGANIZATION WITH OTHER DONORS AND CLIENTS.(V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT IS CLOSELY ALIGNED WITH THE MISSION OF THE ORGANIZATION AND OFTEN SUPPORTS THE ORGANIZATION THROUGH CONTRIBUTIONS AND ENGAGEMENT IN ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THE MEMBERS OF THE BOARD OF DIRECTORS HAVE SIGNIFICANT EXPERIENCE AND EXPERTISE IN THE PROGRAMS AND ACTIVITIES OF THE ORGANIZATION.(VI) AVAILABILITY OF PUBLIC SERVICES: THE ORGANIZATION CONTINUES TO OFFER A WIDE ARRAY OF SERVICES AND PHILANTHROPIC OPPORTUNITIES TO THE PUBLIC IN ALIGNMENT WITH ITS MISSION. THERE ARE NO FORESEEABLE PLANS TO CHANGE THE AVAILABILITY OF THE ORGANIZATION'S OFFERINGS TO THE PUBLIC, AND CONTINUED PUBLIC SUPPORT IS ANTICIPATED. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 1,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 0 484813 0 1374821 0 8572521 0 1 1 33455086 511007 4251868 1769772 21225 36426964 42900142 588800 -8040372 1982765 10719 33455086 40899600 163758 3602430 1752980 12666 42900142 36668659 1158118 5670286 2585934 11529 40899600 32264304 319083 5841285 1756013 36668659 0.06700 0.38820 0.54480 0 0 83894 76902 6992 302619 295856 6763 13755 132000 C FULLER ENDOWMENT FUND LLC 145995416 F LEGACY VENTURE VIII LLC 1859068 F RVP OPP FUND II, LP 346083 F TIGER GLOBAL LP 2941128 F WHITE OAK FIXED INCOME FUND C 1175653 F OTHER SECURITIES 10566923 F 163016271 INVESTED FUNDS HELD FOR SEMINARY 106952830 IRREVOC TRUSTS HELD FOR OTHERS 21334657 IRREVOC TRUSTS HELD FOR SEMINARY 296282 LIFE INCOME & ESTATE OBLIGATIONS 13461080 UNRESTRICTED FUND FOR SEMINARY 25967 DUE TO FULLER INVESTMENT MANAGEMENT COMPANY 25640 142096456 PART V, LINE 4: ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT GENERAL OPERATIONS, SPECIFIC ENDOWED CHAIRS, AND SCHOLARSHIP FUNDS OF FULLER THEOLOGICAL SEMINARY AND OTHER CHARITABLE ORGANIZATIONS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2258091 0 0 0 0 0 0 2258091 0 2258091 0 0 1 1 1 0 1 BARNABAS AID 80 ABBEYVILLE ROAD LANCASTER PA 176039978 161711227 501(C)(3) 10000 0 GENERAL SUPPORT CALVIN COLLEGE 3201 BURTON STREET SE GRAND RAPIDS MI 49546 383071514 501(C)(3) 24000 0 GENERAL SUPPORT CAMPUS CRUSADE FOR CHRIST INTERNATIONAL 100 LAKE HART DRIVE 2400 ORLANDO FL 32832 330863088 501(C)(3) 30400 0 GENERAL SUPPORT CARE FOR CHILDREN 5000 W 134TH STREET LEAWOOD KS 66209 300136132 501(C)(3) 10000 0 GENERAL SUPPORT CELEBRATION EDUCATION FUND 2121 CELEBRATION DRIVE NE GRAND RAPIDS MI 49525 271438948 501(C)(3) 10000 0 GENERAL SUPPORT CHERP INC 112 HARVARD AVENUE 344 CLAREMONT CA 91711 473281527 501(C)(3) 13000 0 GENERAL SUPPORT CHRIST FOR THE CITY INTERNATIONAL INC 5855 N 90TH STREET OMAHA NE 68134 470789700 501(C)(3) 25000 0 GENERAL SUPPORT CHURCH OF THE EPIPHANY 3863 CENTERVIEW DRIVE SUITE 100 CHANTILLY VA 20151 541514352 501(C)(3) 5329 0 GENERAL SUPPORT CHURCH OF THE SERVANT 3835 BURTON STREET SE GRAND RAPIDS MI 49546 237410095 501(C)(3) 15000 0 GENERAL SUPPORT COME AND SEE AFRICA 12102 NE PLANTATION RD VANCOUVER WA 98685 203511372 501(C)(3) 40000 0 GENERAL SUPPORT CRU PO BOX 628222 ORLANDO FL 328628222 956006173 501(C)(3) 6500 0 GENERAL SUPPORT EVANGELICAL FORMOSAN CHURCH SFV 7702 TAMPA AVENUE RESEDA CA 91335 237086097 501(C)(3) 20000 0 GENERAL SUPPORT FIRST CHURCH OF THE NAZARENE OF PASADENA 3700 E SIERRA MADRE BLVD PASADENA CA 91107 951729619 501(C)(3) 7500 0 GENERAL SUPPORT FIRST PRESBYTERINA CHURCH 180 N ADAMS STREET WICKENBURG AZ 85390 860214610 501(C)(3) 24600 0 GENERAL SUPPORT FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVENUE PASADENA CA 91182 951699394 501(C)(3) 2731114 0 GENERAL SUPPORT GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C)(3) 10000 0 GENERAL SUPPORT HOLY CROSS ORTHODOX CHURCH 4700 OLD WALKERTOWN ROAD WINSTONSALEM NC 27105 203443425 501(C)(3) 11000 0 GENERAL SUPPORT INOVA SCHAR CANCER INSTITUTE 8110 GATEHOUSE ROAD SUITE 200 EAST FALLS CHURCH VA 22042 541071867 501(C)(3) 10000 0 GENERAL SUPPORT INTERNATIONAL ARTS MOVEMENT 2050 CENTER AVENUE 320 FORT LEE NJ 07024 134076426 501(C)(3) 10000 0 GENERAL SUPPORT INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES 110 WEST ROAD BALTIMORE MD 21204 251679348 501(C)(3) 21000 0 GENERAL SUPPORT INTERVARSITY CHRISTIAN FELLOWSHIPUSA PO BOX 7895 MADISON WI 537077895 362171714 501(C)(3) 10000 0 GENERAL SUPPORT LA PHILHARMONIC ASSOCIATION 151 S GRAND AVENUE LOS ANGELES CA 90012 951696734 501(C)(3) 10000 0 GENERAL SUPPORT LEADERSHIP RESOURCES PO BOX 258 HANSVILLE WA 98340 453816754 501(C)(3) 25000 0 GENERAL SUPPORT LOGOS EVANGELICAL SEMINARY 9358 TELSTAR AVENUE EL MONTE CA 91731 954457666 501(C)(3) 30000 0 GENERAL SUPPORT MEDICAL AMBASSADORS PO BOX 1302 SALIDA CA 953681302 942691184 501(C)(3) 10000 0 GENERAL SUPPORT MISSION AMERICA COALITION 4740 GREEN RIVER ROAD STE 217 CORONA CA 92880 237317473 501(C)(3) 10000 0 GENERAL SUPPORT MISSION INDIA PO BOX 141312 GRAND RAPIDS MI 495141312 382944724 501(C)(3) 13000 0 GENERAL SUPPORT MULTIPLICATION NETWORK MINISTRIES 22515 TORRENCE AVENUE SAUK VILLAGE IL 60411 260276601 501(C)(3) 13000 0 GENERAL SUPPORT NEW DOOR VENTURES 3221 20TH STREET SAN FRANCISCO CA 94110 942780274 501(C)(3) 20000 0 GENERAL SUPPORT OPPORTUNITY INTERNATIONAL PO BOX 2826 CAROL STREAM IL 601322826 540907624 501(C)(3) 50000 0 GENERAL SUPPORT PASADENA COVENANT CHURCH 539 N LAKE AVENUE PASADENA CA 91101 951691774 501(C)(3) 23000 0 GENERAL SUPPORT REACH BEYOND PO BOX 39800 COLORADO SPRINGS CO 80949 590939206 501(C)(3) 55000 0 GENERAL SUPPORT SCHOLARLEADERS INTERNATIONAL 2065 HALF DAY ROAD T-2992 DEERFIELD IL 60015 942923639 501(C)(3) 90250 0 GENERAL SUPPORT SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 311640316 501(C)(3) 80000 0 GENERAL SUPPORT SERGE GLOBAL INC PO BOX 96900 WASHINGTON DC 200906900 232223692 501(C)(3) 20000 0 GENERAL SUPPORT ST JOHN THE BAPTIST ORTHODOX CHURCH 4718 E HORSEHAVEN AVENUE POST FALLS ID 83854 820485313 501(C)(3) 6000 0 GENERAL SUPPORT ST MATTHEWS EPISCOPAL CHURCH 4110 RIVER ROAD EUGENE OR 97404 135562208 501(C)(3) 10000 0 GENERAL SUPPORT THE CENTER FOR BECOMING 533 PACIFICA AVENUE SOLANA BEACH CA 92075 853094256 501(C)(3) 10000 0 GENERAL SUPPORT THE FIRST PRESBYTERIAN CHURCH MONROVIA 101 E FOOTHILL BLVD MONROVIA CA 91016 951644010 501(C)(3) 40000 0 GENERAL SUPPORT THE OUTREACH FOUNDATION 381 RIVERSIDE DRIVE FRANKLIN TN 37064 581375506 501(C)(3) 52511 0 GENERAL SUPPORT THE VOICE OF THE MARTYRS 1815 SE BISON ROAD BARTLESVILLE OK 74006 731395057 501(C)(3) 30000 0 GENERAL SUPPORT WELLBEING PO BOX 989 FRESNO CA 93714 464554847 501(C)(3) 35000 0 GENERAL SUPPORT WHITWORTH UNIVERSITY 300 W HAWTHORNE ROAD SPOKANE WA 99251 910473310 501(C)(3) 12000 0 GENERAL SUPPORT WINDRIDER INSTITUTE PO BOX 1640 EAGLE ID 83616 202726607 501(C)(3) 55000 0 GENERAL SUPPORT WORLD VISION INC PO BOX 9716 FEDERAL WAY WA 98063 951922279 501(C)(3) 13000 0 GENERAL SUPPORT 45 0 PART I, LINE 2: FOR EXPENDITURE RESPONSIBILITY GRANTS, THE FOUNDATION FOLLOWS THE PROCEDURES SPECIFIED BY THE IRS FOR PRE-GRANT INQUIRY, AWARD DOCUMENTATION, MONITORING AND REPORTING ANNUALLY. FOR GRANTS OTHER THAN EXPENDITURE RESPONSIBILITY, SUCH GRANTS ARE UNCONDITIONAL GIFTS TO QUALIFIED 501(C)(3) PUBLIC CHARITIES; THE FOUNDATION DETERMINES THEY HAVE CURRENT QUALIFIED CHARITABLE STATUS PRIOR TO MAKING THE GRANT, IN RELIANCE ON IRS DETERMINATION DATA PUBLICLY AVAILABLE. X X X X X 0 0 0 0 0 0 0 1 0 TODD DERRICK SR. DIR. GIFT/ESTATE PLANNING SRVCS 10992 208851 300 5700 0 0 1434 27244 1898 36057 14624 277852 0 0 BRIAN RIETZE CHIEF FINANCIAL OFFICER 80962 121443 4400 6600 0 0 10734 16101 10440 15661 106536 159805 0 0 DASHA THOMAS CHIEF DEVELOPMENT OFFICER 202278 0 11000 0 0 0 26390 0 2325 0 241993 0 0 0 DANIEL COOPER EXECUTIVE DIRECTOR (THRU 8/2023) 72385 134429 0 0 0 0 2934 5448 7276 13512 82595 153389 0 0 JOHN KAMPERSCHROER SR. DEVELOPMENT OFFICER 173794 0 6000 0 0 0 21096 0 16781 0 217671 0 0 0 LAUREN YAMAOKA SR. DIR. OF DEV. & FOUNDATIONS 163555 0 11000 0 0 0 20335 0 17987 0 212877 0 0 0 MARK LABBERTON DIRECTOR (THRU 2/2023) 175000 0 0 0 0 0 0 0 30419 0 205419 0 0 0 KEN ERFFMEYER SR. VP FOR ADVANCEMENT (THRU 8/2023) 174611 0 0 0 0 0 7213 0 22338 0 204162 0 0 0 LILY TSAU SR. DIRECTOR, ALUMNI RELATIONS 138990 0 1000 0 0 0 15279 0 15744 0 171013 0 0 0 EMILY SEXTON SECR / DIR OF HR & OFFICE OPS (THRU 99458 11051 4500 500 0 0 4284 476 15794 23691 124036 35718 0 0 ALYSE LEE DIRECTOR OF STEWARDSHIP 89395 29798 750 250 0 0 10204 3401 16792 5597 117141 39046 0 0 LUZ MOSQUEDA ACCOUNTING MANAGER 104144 0 1000 0 0 0 11814 0 36353 0 153311 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED "NON-FIXED PAYMENTS" IN THAT DISCRETION (IN PART) WAS UTILIZED TO DETERMINE THE AMOUNT OF BONUS PAYMENT AND/OR WHETHER TO MAKE A BONUS PAYMENT. TODD B DERRICK KEY EMPLOYEE REAL ESTATE CO-TENANCY AGREEMENT X 350000 350000 0 1 1 350000 X 6 64899 FAIR MARKET VALUE X LIFE INSURANCE POLICY 1 85740 FAIR MARKET VALUE 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS. HOWEVER, THE FORM 990 INSTRUCTIONS DEFINE "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. ACCORDINGLY, THE ORGANIZATION HAS ONE MEMBER: FULLER THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT AND BOARD CHAIR OF FULLER THEOLOGICAL SEMINARY SHALL EACH BE A DIRECTOR OF THE FULLER FOUNDATION DURING SUCH A PERIOD OF TIME AS HE OR SHE HOLDS SUCH OFFICE. ADDITIONALLY, THE FULLER THEOLOGICAL SEMINARY BOARD OF TRUSTEES SHALL SELECT ADDITIONAL VOTING MEMBERS OF THE BOARD OF THE FULLER FOUNDATION (SELECTED DIRECTORS"), SO LONG AS THE SEMINARY PRESIDENT, THE SEMINARY BOARD CHAIR, AND THE SELECTED DIRECTORS TOGETHER CONSTITUTE 49% (OR SUCH SMALLER NUMBER WHICH IS THE LARGEST POSSIBLE PERCENTAGE THAT DOES NOT EXCEED 49%) OF THE TOTAL NUMBER OF DIRECTORS OF THE FULLER FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OVERSEES THE INTERNAL ACCOUNTING TEAM THAT PROVIDES DOCUMENTATION TO THE OUTSIDE TAX PREPARER, WHO PREPARES THE FORM 990 AND SIGNS THE RETURNS AS PAID PREPARER. ONCE A DRAFT OF THE FORM 990 HAS BEEN RECEIVED FROM THE OUTSIDE TAX PREPARER, THE INTERNAL ACCOUNTING STAFF AND CFO PERFORM A REVIEW. THE CFO RELEASES A COPY TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL, AND THEN FORWARDS TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY, AND ALL OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE OF THE BOARD. OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IN 2017, DIRECTORS BEGAN PROVIDING WRITTEN AFFIDAVITS REGARDING THE ABSENCE OR EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT THAT A POTENTIAL CONFLICT OF INTEREST DID OCCUR, THE BOARD OF DIRECTORS WOULD REVIEW THE CIRCUMSTANCES CREATING THE POTENTIAL CONFLICT IN ACCORDANCE WITH CALIFORNIA CORPORATIONS CODE SECTION 5233. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR, THE PROCESS INCLUDES A DETAILED REVIEW AND APPROVAL BY AN INDEPENDENT BOARD COMMITTEE. WHEN IT IS DETERMINED TO BE NEEDED, DETAILED COMPARABILITY DATA IS SOUGHT IN THE DETERMINATION OF THE COMPENSATION. ADJUSTMENTS TO COMPENSATION ARE REVIEWED PERIODICALLY BY THE INDEPENDENT BOARD COMMITTEE. IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES, THE PROCESS INCLUDES A DETAILED REVIEW AND APPROVAL BY AN INDEPENDENT BOARD COMMITTEE USING RECOMMENDATIONS BY EXECUTIVE MANAGEMENT. RECOMMENDATIONS ARE MADE BASED ON ITEMS SUCH AS THE EMPLOYEE'S PERFORMANCE, COST OF LIVING CHANGES, AND COMPARISONS TO SIMILAR ORGANIZATIONS. PERFORMANCE REVIEWS AND COMPENSATION ADJUSTMENTS ARE EVALUATED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FULLER FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENTS 441,145. UNRELATED BUSINESS INCOME NOT RECORDED ON BOOKS 137,339. 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