The Fullerton Family Charitable Fund
The Fullerton Family Charitable Fund is a private foundation based in Aspen, Colorado. It makes grants to charitable and educational organizations, with 2025 awards including support for health care, community services, the arts, conservation, and policy organizations.
Key facts about The Fullerton Family Charitable Fund
In short: The Fullerton Family Charitable Fund gave $4.0M across 29 grants in 2025 (avg $138K), top state New York. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 47-2940908
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $4,011,833
- Grants made (2025)
- 29
- Average grant
- $138,339
- Median grant
- $30,000
- New grantees (estimate)
- 21% first-time grantees (6 of 29, 2025)
- Total assets
- $42,616,169
- Primary geography
- New York (31% of itemized 2025 grant dollars)
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$42.6M
+0.1% YoY
Annual Giving
$4.0M
+21.7% YoY
Grant Count
29
-14.7% YoY
Avg Grant Size
$138K
+42.7% YoY
Under IRS private-foundation payout rules, The Fullerton Family Charitable Fund reported a distributable amount of $2.0M for 2025 — the minimum it must pay out in qualifying distributions.
Is The Fullerton Family Charitable Fund open to new grantees?
21%
first-time grantees, 2025
In 2025, 6 of 29 grantees (21%) were first-time recipients. First grants averaged $213K; repeat grants $119K. How we count
Medians: $69K first-time, $25K repeat.
- 69% of 2025 grantees were also funded in 2024. Method
- Giving grew 45% from 2022 to 2025. Method
- In 2025 it paid out 198% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the fund is provided. Its 2025 grants show support for organizations working in varied areas. For example, The Savings Collaborative says it helps low-income people save and build financial skills; The Nature Conservancy says its mission is to conserve lands and waters; and Everytown for Gun Safety Support Fund says it works to understand and reduce gun violence. Theatre Aspen says it provides theatrical productions and education programs for the Roaring Fork Valley.
Grantmaking
The fund reported 29 grants totaling $4,011,833 in 2025. Grant amounts ranged from $5,000 to $1,000,000, with a median of $30,000. Listed awards included $1,000,000 to The Mayo Clinic, $733,333 to Better Angeles Society, $375,000 to The Savings Collaborative, $325,000 to St Rita’s School, and $302,000 to The Aspen Institute. The stated purpose for these grants was general operations.
Review Cycle
None.
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Geographic Focus
Where this funder awards grants
The fund is based in Aspen, Colorado. In 2025, recipient-state shares of grant dollars were New York 31%, Colorado 28%, Washington, DC 24%, California 8%, and Virginia 6%.
Grant Distribution by State
Share of 2025 grant dollars across all 29 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.9M (2021) to $4.2M (2020). In 2025 it made 29 grants totaling $4.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Mayo Clinic ($1.0M). Together the top 10 received $3.6M.
Grant Size Distribution
146 grants across all recorded years
The most common grant size was under $50K: 90 grants of 146 (62%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Mayo Clinic Rochester, NY | General Operations | $1,000,000 |
| Better Angeles Society Washington, DC | General Operations | $733,333 |
| The Savings Collaborative Glenwood Springs, CO | General Operations | $375,000 |
| St Rita's School San Diego, CA | General Operations | $325,000 |
| The Aspen Institute Aspen, CO | General Operations | $302,000 |
| The Nature Conservancy Arlington, VA | General Operations | $250,000 |
| Everytown for Gun Safety Support Fund New York, NY | General Operations | $200,000 |
| Friends Committee on National Legislation Washington, DC | General Operations | $200,000 |
| Colorado Mountain College Foundation Glenwood Springs, CO | General Operations | $100,000 |
| Timeline Theatre Chicago, IL | General Operations | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants | Grant count |
|---|---|---|
| 2025 | $4,011,833 | 29 |
| 2024 | $3,296,833 | 34 |
| 2023 | $2,388,200 | 29 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $42,616,169 | $42,581,041 | $40,467,881 |
| Revenue | $2,397,589 | $3,219,568 | $787,372 |
| Expenses | $4,235,237 | $3,468,584 | $2,523,758 |
| Qualifying Distributions | $4,014,489 | $3,301,547 | $2,389,322 |
| Net Investment Income | $2,254,281 | $3,064,618 | $685,688 |
| Distributable Amount | $2,029,961 | $2,103,205 | $1,938,364 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 2, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John B Fullerton as director and president, and Jessica M Fullerton as director and secretary/treasurer.
The Fullerton Family Charitable Fund is led by John B. Fullerton, Director & President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John B. Fullerton
Director & President
On filings since 2020
5 hrs/week
No compensation reported
Jessica M. Fullerton
Director, Secretary & Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: John B Fullerton
Mailing address: 306 West Francis Street, Aspen, CO 81611
Phone: (303) 839-1204
Frequently asked questions about The Fullerton Family Charitable Fund
How much does The Fullerton Family Charitable Fund give each year?
The Fullerton Family Charitable Fund gave $4.0M across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.3M across 34 grants.
What is The Fullerton Family Charitable Fund's typical grant size?
The Fullerton Family Charitable Fund's median grant in 2025 was $30,000, and its average grant was $138,339, across 29 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Fullerton Family Charitable Fund that year got $213K on average.
Where does The Fullerton Family Charitable Fund give grants?
The Fullerton Family Charitable Fund's top state is New York, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Colorado (28%) and District of Columbia (24%). The most frequent recipient cities were Aspen, CO (10 grants), Basalt, CO (4 grants), Washington, DC (3 grants) and Glenwood Springs, CO (2 grants).
Does The Fullerton Family Charitable Fund give general operating support?
Yes: 100% of The Fullerton Family Charitable Fund's 2025 grants with a stated purpose (29 of 29) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Fullerton Family Charitable Fund's largest grantees?
The Fullerton Family Charitable Fund's largest 2025 grantees include The Mayo Clinic ($1,000,000), Better Angeles Society ($733,333) and The Savings Collaborative ($375,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is The Fullerton Family Charitable Fund?
The Fullerton Family Charitable Fund reported $42.6M in total assets on its 2025 IRS Form 990-PF. It paid out $4.0M in qualifying distributions that year, against a required minimum of $2.0M (roughly 5% of its investment assets).
What does The Fullerton Family Charitable Fund fund?
No mission statement for the fund is provided. Its 2025 grants show support for organizations working in varied areas. See mission & focus areas ↑
How do I apply for a grant from The Fullerton Family Charitable Fund?
The Fullerton Family Charitable Fund has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is The Fullerton Family Charitable Fund's EIN?
The Fullerton Family Charitable Fund's EIN (Employer Identification Number) is 47-2940908. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Fullerton Family Charitable Fund by hand.
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