LEONARD C & MILDRED F FERGUSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD C & MILDRED F FERGUSON FOUNDATION (EIN 65-6245247)
- Tax period
- 2025-02-01 to 2026-01-31
- Filed
- 2026-06-12
- IRS object ID
- 202641639349101019
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T03:53:10-00:00 | ReturnTs |
| Tax Period End | 2026-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352390688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656245247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard C & Mildred F Ferguson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 3302582360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson Street NW STE 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Huntington National Bank | PersonNm |
| Person Title | CoTrustee | PersonTitleTxt |
| Phone | 3302582360 | PhoneNum |
| Signature | 2026-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Golay | PreparerPersonNm |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2026-06-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,196,177 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $450,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $450,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,595,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,278,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,595,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,045,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,045,668 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,762 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,881 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,881 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $13,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,238,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,238,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,350,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,297,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,304,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,009,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $437,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,105 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,544,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,083,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,141,922 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,052,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,671,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,098,685 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,980,726 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $652,879 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $652,465 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,015,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,711,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,196,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,015,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,711,415 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,015,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,711,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,015,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,711,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,015,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,304,546 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,711,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,711,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $4,255,382 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,682,790 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,572,592 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,572,592 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,595,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,932 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,932 | SubtotalAmt |
| Tax Based On Investment Income | $27,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,593 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,593 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $25,593 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $54 | EsPenaltyAmt |
| Tax Due | $2,393 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Huntington Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3302582360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson Street NW Ste 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Huntington National Bank | ||||||
| 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 003.00 | $69,762 |
| Lynne A Seeley | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Dana G Seeley Hayse | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,317,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $486,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,804,083 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,804,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,462,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,123,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,123,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,932 | TotalTaxAmt |
| Distributable Before Adj | $1,095,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,095,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,095,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,297,041 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,297,041 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,095,169 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $126,643 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $29,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $179,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,303 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $423,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,297,041 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,095,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,201,872 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,624,910 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $126,643 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,498,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $29,416 | ExcessFromYear3Amt |
| Excess From Year2 | $179,676 | ExcessFromYear2Amt |
| Excess From Year1 | $87,303 | ExcessFromYear1Amt |
| Excess From Current Year | $6,201,872 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nancy Seeley | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Huntington Bank Irene Gray | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson St NW Ste 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3302582362 | RecipientPhoneNum |
| Form And Info And Materials | None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | For youth betterment in the areas of Maine, Florida and the Menlo Park and Atherton Areas of California | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 317 Main Community Music Center | ||||||
| 317 Main Street | Yarmouth | ME | 04096 | PC | Little Roots Program | $5,000 |
| Apex Youth Connection | ||||||
| 45 Granite St | Biddeford | ME | 04005 | PC | After School Programming | $10,000 |
| Beech Creek Botanical Garden & Nature Preserve | ||||||
| 11929 Beech St NE | Alliance | OH | 44601 | PC | Memberships, Scholarships, Field Trips, and Trail Maintenance | $3,000 |
| Belfast Bay Watershed Coalition | ||||||
| PO Box 152 | Belfast | ME | 04915 | PC | Natural Literacy Initiative | $15,000 |
| Beyond Barriers Athletic Foundation | ||||||
| 50 Woodside Plaza | Redwood City | CA | 94061 | PC | Aquatic Program Scholarships | $1,000 |
| Canal Fulton Public Library | ||||||
| 154 E Market Street | Canal Fulton | OH | 44614 | PC | Teen and Child Summer Progam Requests and Endowment Goal through Stark Community Fnd | $5,100 |
| Career Apprenticeship and Mentorship Program CAMP | ||||||
| 1400 Broad Ave NW | Canton | OH | 44708 | PC | Career Apprentice and Mentorship Program | $5,000 |
| Caring and Serving Together | ||||||
| 901 Tuscarawas ST E | Canton | OH | 44707 | PC | General Funds | $5,000 |
| Children's Health Council | ||||||
| 650 Clark Way | Palo Alto | CA | 94304 | PC | Mental Health Therapy and Counseling | $20,000 |
| Coastside Hope | ||||||
| 248 Main St 200 | Half Moon Bay | CA | 94019 | PC | Households and Backpacks Programs | $15,000 |
| Conservancy of SW Florida | ||||||
| 1495 Smith Preserve Way | Naples | FL | 34102 | PC | General Funds | $1,000,000 |
| Downeast Salmon Federation | ||||||
| 187 Main St | Columbia Falls | ME | 04623 | PC | Watershed Explorers Operating Support | $5,000 |
| Eastside College Preparatory | ||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | PC | Tuition for 2 Students | $48,000 |
| Ecology School | ||||||
| 184 Simpson Rd | Saco | ME | 04072 | PC | ESTEM, Food Systems Ed Hands-on, and Overnight Programs | $7,000 |
| Enriching Lives Through Music | ||||||
| 2955 Kerner Blvd | San Rafael | CA | 94901 | PC | Academic and College Prep | $15,000 |
| Foodwise | ||||||
| 1 Ferry Building Suite 250 | San Francisco | CA | 94111 | PC | Teen Programs | $17,500 |
| Fractured Atlas | ||||||
| 228 Park Ave S 56651 | New York | NY | 10003 | PC | Production of Bone Wars - historical musical about Paleontologists | $10,000 |
| Fresh Approach | ||||||
| 5060 Commercial Circle Suite C | Concord | CA | 94520 | PC | Community Garden and EPA Farmers Market | $25,000 |
| Girls On the Run | ||||||
| 237 Tuscarawas St W | Canton | OH | 44702 | PC | Scholarships for Underserved Young Girls and Help With Clays Park Run | $2,000 |
| Give Direct | ||||||
| PO Box 3221 | New York | NY | 10008 | PC | LA Fire Relief for Poorest Families and Individuals | $55,000 |
| Growsmart Maine | ||||||
| 227 Water St Ste 215 | Augusta | ME | 04330 | PC | Operating Support | $6,000 |
| Healthy Island Project | ||||||
| 91 S Burnt Cove Rd | Stonington | ME | 04681 | PC | School Pantries and Backpack Meal Kits | $4,000 |
| Heart of Maine Resource Center | ||||||
| 6 Main St | Dexter | ME | 04930 | PC | Volunteer Training and Scheduling to Increase Capacity to Serve | $4,000 |
| Highland Community College | ||||||
| 2998 West Pearl City Rd | Freeport | IL | 61032 | PC | Concert Grand Piano and Fine Arts Program | $317,500 |
| Ideastream Public Media | ||||||
| 1375 Euclid Ave | Cleveland | OH | 44115 | PC | WKSU - Kent State University Media Service | $5,000 |
| Island Readers and Writers | ||||||
| PO Box 227 | Mount Desert | ME | 04660 | PC | Fall Reading Program Featuring Anna Crowley-Redding | $5,000 |
| Islesford Boatworks | ||||||
| PO Box 261 | Islesford | ME | 04646 | PC | Boat Bulding Skill Programs | $10,000 |
| Kids Cooking For Life | ||||||
| PO Box 94 | Larkspur | CA | 94977 | PC | Part Time Regional Manager | $15,000 |
| Liahona Motu Foundation | ||||||
| 2575 E Bayshore | Redwood City | CA | 94063 | PC | One Year of Support for One Student Athelete | $10,000 |
| Lifemoves | ||||||
| 181 Constitution Drive | Menlo Park | CA | 94025 | PC | General Support | $5,000 |
| Live Earth Farm Discovery | ||||||
| PO Box 3490 | Freedom | CA | 95019 | PC | Farm Discovery Program | $15,000 |
| Loaves & Fishes Food Pantry | ||||||
| 137 Downeast Highway | Ellsworth | ME | 04605 | PC | Feeding People | $5,000 |
| Locker Project | ||||||
| 111 Wescott Rd | South Portland | ME | 04106 | PC | Healthy Food to Low Income Children and their Families | $4,000 |
| Main Street Music Theatre | ||||||
| 22 Elm St | Brunswick | ME | 04011 | PC | 18 and Under Summer Theater Study | $5,000 |
| Maine Environmental Education Association | ||||||
| 31 Woodside Rd | Brunswick | ME | 04011 | PC | Grant to Make Small Grants to Schools for Supplies for Learning Outdoors | $100,000 |
| Maine Mathematics and Science Alliance | ||||||
| 219 Capitol St Ste 3 | Augusta | ME | 04330 | PC | Climate Education Professional Development Program and Teach Me Outside Project | $6,340 |
| Maine Needs | ||||||
| 2385 Congress St | Portland | ME | 04102 | PC | Towards Purchase New Facility | $10,000 |
| Massillon Family YMCA | ||||||
| 131 Tremont Ave SE | Massillon | OH | 44646 | PC | Grants for Gymnastics and the Gators Swim Team | $27,000 |
| Massilon Lion's Club | ||||||
| 156 Lincoln Way E | Massillon | OH | 44646 | PC | Handicap Accessibility at Lions Lincoln Theater | $4,000 |
| McKinley Presidential Library & Museum | ||||||
| 800 McKinley Monument Dr | Canton | OH | 44708 | PC | Memorial Bus and Attractions for Children | $10,000 |
| Merryspring Nature Center | ||||||
| 30 Conway Rd | Camden | ME | 04843 | PC | Family Environmental Education | $5,000 |
| Midcoast Literacy | ||||||
| 34 Wing Farm Pkwy 101 | Bath | ME | 04530 | PC | Read Together Program | $5,000 |
| Northeastern Ohio Forestry Association | ||||||
| 2145 Merle Road | Salem | OH | 44460 | PC | Support Camp Canopy | $2,000 |
| Northern Forest Canoe Trail | ||||||
| 831 Mill Brook Rd | Waitsfield | VT | 05673 | PC | Student Trips | $10,000 |
| Nuestra Casa De East Palo Alto | ||||||
| 2396 University Ave | East Palo Alto | CA | 94303 | PC | Community Outreach and Case Management Programs | $10,000 |
| Oakland Public Education Fund | ||||||
| PO Box 71005 | Oakland | CA | 94612 | PC | Oakland Goes Outdoors | $20,000 |
| Peninsula Bridge | ||||||
| 177 Bovet Rd Ste 120 | Mateo | CA | 94402 | PC | Mental Health Needs | $30,000 |
| Peninsula Open Space Trust | ||||||
| 222 High Street | Palo Alto | CA | 94301 | PC | Safeguard Wildlife Passages and Protect Biodiversity | $30,000 |
| Penobscot Theatre Company | ||||||
| 131 Main St | Bangor | ME | 04401 | PC | Art N Kids Program | $15,000 |
| Preble Street Teen Center | ||||||
| 343 Cumberland Ave | Portland | ME | 04101 | PC | Teen Services Program | $7,000 |
| Project Drawdown | ||||||
| 500 Ross Street 154-0455 | Pittsburgh | PA | 15262 | PC | General Funds | $100,000 |
| Ravenswood Family Health Center | ||||||
| 1798A Bay Road | East Palo Alto | CA | 94303 | PC | CPSP and Centering Parenting Programs | $15,000 |
| Sea Change Yoga | ||||||
| PO Box 8135 | Portland | ME | 04104 | PC | Capacity Building | $15,000 |
| Second Harvest Food Bank of Silicon Valley | ||||||
| 1051 Bing Street | San Carlos | CA | 94070 | PC | Capital Campaign for New Building | $25,000 |
| Sew4Service | ||||||
| 220 N State Rd | Medina | OH | 44256 | PC | Class Supplies | $1,400 |
| Shelburne Farms | ||||||
| 1611 Harbor Road | Shelburne | VT | 05482 | PC | Martin Tierney Endowment Fund | $50,000 |
| Stand Up for Kids Orange County | ||||||
| 1055 El Camino Dr Ste E | Costa Mesa | CA | 92626 | PC | Self Sufficiency and Roadmap to Success Programs | $10,000 |
| Sundog Outdoor Leadership | ||||||
| PO Box 1395 | Camden | ME | 04843 | PC | Summer Adventure Camp | $5,000 |
| Tedford Housing | ||||||
| 65 Thomas Point Rd | Brunswick | ME | 04011 | PC | Homeless Shelters Youth Support | $5,000 |
| Thompson Lake Environmental Association | ||||||
| 163 Pleasant St | Oxford | ME | 04270 | PC | Environmental Education Programs | $5,000 |
| Thousand Islands Land Trust | ||||||
| 135 John St | Clayton | NY | 13624 | PC | Conservation Connections Program | $20,000 |
| Trekkers | ||||||
| 41 Buttermilk Drive | Thomaston | ME | 04861 | PC | 11th Grade Aspirations | $5,000 |
| Triumph Over Satan Ministries | ||||||
| 1118 Beckman Avenue SE | Massillon | OH | 44646 | PC | Food and Operating Expenses | $2,000 |
| University of Maine | ||||||
| 168 College Ave | Orono | ME | 04469 | PC | Maine Outdoor School | $25,000 |
| University of Vermont Medical Center | ||||||
| 111 Colchester Ave | Burlington | VT | 05401 | PC | Research Care at Childrens Hospital in Honor of Nora McDougall | $25,000 |
| Waterman's Community Center | ||||||
| 12 Main St | North Haven | ME | 04853 | PC | Year Round Youth Programming | $5,000 |
| Wilderness Center | ||||||
| 9877 Alabama Ave SW | Wilmot | OH | 44689 | PC | Grant to Help with Land Purchase, Conservation | $118,000 |
| The Ferguson Foundation | ||||||
| 4481 Munson St Ste 100 | Canton | OH | 44718 | PC | Foundation Split | $4,836,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,238,402 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $450,084 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,595,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,045,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,045,668 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $2,350 | Amt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Brown-Forman Corp 4.75 4/15/2033 | $66,124 | $65,649 |
| Hershey Co 4.5 05/04/2033 | $66,105 | $64,951 |
| Equifax 5.1 12/15/2027 | $34,829 | $35,616 |
| Take-Two Interactive Software 5 03/28/2026 | $85,915 | $85,105 |
| JB Hunt Trans Svcs 3.875 03/01/2026 | $34,493 | $34,992 |
| Meta Platforms 4.55 08/15/2031 | $66,891 | $65,781 |
| National Australia Bank 4.901 01/14/2030 | $100,410 | $102,887 |
| KLA Corp 4.65 07/15/2032 | $66,508 | $65,940 |
| Qualcomm 4.75 05/20/2032 | $66,544 | $66,219 |
| Bank of Montreal Series 5.3 06/05/2026 | $65,060 | $65,325 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Advanced Micro Devices | $27,949 | $39,534 |
| Abbvie | $48,209 | $74,485 |
| Abbott Laboratories | $3,413 | $18,253 |
| Alphabet Inc A | $59,321 | $450,892 |
| Alphabet Inc C | $39,107 | $621,203 |
| American Express | $2,904 | $4,072 |
| Amazon | $87,473 | $399,392 |
| Analog Devices | $28,744 | $83,005 |
| Apple Inc | $57,974 | $692,552 |
| Applied Materials | $6,469 | $107,655 |
| Atmos Energy | $2,013 | $2,828 |
| Broadcom | $41,411 | $110,654 |
| Berkshire Hathaway | $32,828 | $48,534 |
| Boston Scientific | $44,053 | $68,745 |
| Booking Holdings | $36,467 | $75,028 |
| Blackrock | $65,194 | $200,290 |
| Calvert Castle US Mid Cap Core | $100,018 | $144,157 |
| Chubb Limited | $44,773 | $124,134 |
| Corning | $83,419 | $103,250 |
| Crowdstrike Holdings | $52,526 | $73,715 |
| Costco Wholesale | $38,069 | $314,044 |
| Deere Co | $26,029 | $176,352 |
| Digital Realty | $72,828 | $83,141 |
| Eaton Vance Atlanta Capital | $227,863 | $281,311 |
| Ecolab | $50,163 | $94,467 |
| Eli Lilly | $76,350 | $348,482 |
| Emerson Electric | $7,286 | $9,846 |
| GE Aerospace | $32,011 | $51,848 |
| Home Depot | $9,853 | $125,113 |
| Intuitive Surgical | $94,316 | $193,620 |
| Ishares MSCI EAFE | $217,557 | $403,061 |
| IShares Core SP Mid Cap | $72,783 | $160,276 |
| IShares MSCI Em ESG Optimize Select ETF | $28,578 | $31,709 |
| IShares ESG MSCI EAFE ETF | $40,163 | $49,955 |
| Ishares Core SP Small Cap | $73,803 | $97,432 |
| Johnson Johnson | $19,660 | $83,628 |
| JP Morgan Chase | $50,939 | $357,280 |
| Linde Public Limited Company | $15,008 | $84,082 |
| Meta Platforms | $25,715 | $263,672 |
| Mastercard Inc A | $30,134 | $179,956 |
| MFS Global Real Estate | $20,773 | $23,441 |
| Microsoft | $31,168 | $574,007 |
| Nasdaq | $17,372 | $64,626 |
| Newell Brands | $942 | $35,590 |
| Netflix | $32,886 | $64,120 |
| Nvidia | $50,586 | $637,227 |
| OReilly Automotive | $20,757 | $98,410 |
| Parker Hannifin Corp | $33,072 | $344,389 |
| Palo Alto Networks | $67,026 | $70,965 |
| PNC Financial | $22,258 | $74,582 |
| Prologics | $46,076 | $87,084 |
| Rockwell Automation | $80,156 | $183,418 |
| Salesforce | $47,300 | $71,117 |
| Starbucks | $6,030 | $61,331 |
| Stryker Corp | $30,574 | $67,999 |
| State Street SPDR SP Regional Banking | $98,148 | $137,689 |
| Snowflake | $68,607 | $64,362 |
| Taiwan Semiconductor | $39,339 | $55,204 |
| Texas Instruments | $16,121 | $143,772 |
| Vanguard FTSE Social Index | $319,941 | $625,503 |
| VISA Inc A | $90,916 | $236,545 |
| Vanguard FTSE Emerging Markets | $30,846 | $37,665 |
| Oracle Corp | $33,282 | $38,512 |
| Servicenow | $36,936 | $29,253 |
| American Tower | $72,801 | $64,182 |
| Arista Networks | $76,993 | $118,211 |
| Walt Disney | $30,527 | $37,675 |
| T-Mobile US | $23,262 | $32,934 |
| TJX Companies | $34,158 | $50,037 |
| Qualcomm | $54,816 | $50,631 |
| Verizon Communications | $41,598 | $44,520 |
| Nextera Energy | $11,350 | $23,469 |
| American Funds New Workd Fund | $11,542 | $18,562 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted in accordance with Reg. 1.6043-3a1 and Form 990-PF General Instruction T to report the distribution of certain assets that resulted in a substantial contraction of assets during the current tax year. During 2025, the Leondard C. Mildred F. Ferguson Foundation was split into two Foundations. The new foundation received one-third1/3 of all assets and became The Ferguson Foundation, EIN 61-6728170, with an effection date of exemption of July 21, 2025. The determination letter for this new foundation was recieved on 10/16/2025. The Ferguson Foundation is exempt from taxes under IRC Sec. 501c3 and is not controlled directly or indirectly by the Leonard C Mildred F. Ferguson Foundation or any of its trustees. The fair market value of the assets on the date of the distributions was 8,502,100 and with a cost basis of 4,836,562. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees - Foundation split | CategoryTxt |
| Legal Fees | $13,626 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,626 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Membership | $8,640 | $8,640 | |
| Filing fees | $200 | $200 | |
| PO Box | $234 | $117 | $117 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax on investment income | CategoryTxt |
| Amt | $17,000 | Amt |