JAMES K FERGUSON FOUNDATION INC: Form 990PF, tax year 2023
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- Organization
- JAMES K FERGUSON FOUNDATION INC (EIN 52-2136148)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349103382
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:00:12-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522136830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAAKOV BORENSTEIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9505 LINDEN AVE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141638 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522136148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES K FERGUSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2022777295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES K FERGUSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022777295 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | FERGUSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YAAKOV BORENSTEIN CPA PC | PreparerPersonNm |
| PTIN | P00757261 | PTIN |
| Phone | 3015305870 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,151,319 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,205 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,081 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,081 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,852 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,124 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,124 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,535 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,952 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,535 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,654 | CashBOYAmt |
| Cash EOY | $613 | CashEOYAmt |
| Cash EOYFMV | $613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,312 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $215,826 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $267,654 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $270,246 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $447,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $542,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $653,851 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,703 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,638 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $169,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $169,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $187,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $939,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,019,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,151,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,467 | CapitalStockBOYAmt |
| Retained Earning BOY | $937,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,019,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $939,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $939,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,019,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $939,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,567 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,019,059 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB (4659-3616) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $261,039 | GrossSalesPriceAmt |
| Cost Or Other Basis | $258,311 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,728 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,728 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,852 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $577 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $577 | SubtotalAmt |
| Tax Based On Investment Income | $577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,423 | OverpaymentAmt |
| Applied To ES Tax | $1,423 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES K FERGUSON | IndividualWithBooksNm |
| Phone | 2022777295 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES K FERGUSON | ||||||||
| 501 REDBUD TRAIL | WEST LAKE HILLS | TX | 78746 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| IAN FERGUSON | ||||||||
| 16008 NEW BEDFORD DRIVE | DERWOOD | MD | 20855 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUZANNE FERGUSON | ||||||||
| 10757 GLOXINIA DRIVE | ROCKVILLE | MD | 20852 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOSEPH FERGUSON | ||||||||
| 1113 LEE STREET | EVANSTON | IL | 60202 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,060,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,085,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,085,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,068,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $577 | TotalTaxAmt |
| Distributable Before Adj | $52,859 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,859 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,859 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,859 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $527 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,300 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,300 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $559 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $559 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,238 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,831 | ExcessFromYear3Amt |
| Excess From Year2 | $527 | ExcessFromYear2Amt |
| Excess From Year1 | $880 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES K FERGUSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES K FERGUSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2022777295 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTION OR LIMITATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DC CENTRAL KITCHEN | |||||||
| PO BOX 417406 | BOSTON | MA | 02241 | NONE | PUBLIC | CHARITY | $1,800 |
| MD THERAPEUTIC RIDING | |||||||
| 1141 SUNRISE BEACH ROAD | CROWNSVILLE | MD | 21032 | NONE | PUBLIC | CHARITY | $3,500 |
| PROJECT NIGHT NIGHT | |||||||
| 148 BEULAH STREET | SAN FRANCISCO | CA | 94117 | NONE | PUBLIC | CHARITY | $4,400 |
| A WIDER CIRCLE | |||||||
| 10325 KENSINGTON PKWY | KENSINGTON | MD | 20895 | NONE | PUBLIC | CHARITY | $3,500 |
| THE LADY BIRD JOHNSON WILDFLOWER CE | |||||||
| 4801 LACROSSE AVENUE | AUSTIN | TX | 78739 | NONE | PUBLIC | CHARITY | $2,500 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD | AUSTIN | TX | 78759 | NONE | PUBLIC | CHARITY | $6,300 |
| PROJECT HEALING WATERS FLY FISHING | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | NONE | PUBLIC | CHARITY | $8,800 |
| BETHESDA CARES | |||||||
| 7728 WOODMONT AVENUE | BETHESDA | MD | 20814 | NONE | PUBLIC | CHARITY | $1,800 |
| INOVA HEALTH FOUNDATION | |||||||
| 8095 INNOVATION PARK DR | FAIRFAX | VA | 22013 | NONE | PUBLIC | CHARITY | $4,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE | BETHESDA | MD | 20814 | NONE | PUBLIC | CHARITY | $1,500 |
| SOUTH BAY CHILDREN'S HEALTH CENTER | |||||||
| 410 CAMINO REAL | REDONDO BEACH | CA | 90277 | NONE | PUBLIC | CHARITY | $1,000 |
| UNITED WAY OF EAGLE RIVER VALLEY | |||||||
| PO BOX 4153 | EDWARDS | CO | 81632 | NONE | PUBLIC | CHARITY | $4,400 |
| ASSN FOR FRONTOTEMPORAL DEGENERATIO | |||||||
| 2700 HORIZON DRIVE | KING OF PRUSSIA | PA | 19406 | NONE | PUBLIC | CHARITY | $8,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,081 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,478 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,124 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,069 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,478 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,136 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,614 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES K FERGUSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,205 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 326 SH- VISA (V) | $72,176 | 2023-03-08 |
| 1 | 1228 SH- WOODSIDE ENERGY (WDS) | $28,029 | 2023-03-08 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB & CO. -FIXED INCOME | BondNm |
| EOY Book Value | $23,638 | EOYBookValueAmt |
| EOYFMV | $24,125 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB & CO. -COMMON STOCK | StockNm |
| EOY Book Value | $542,325 | EOYBookValueAmt |
| EOYFMV | $653,851 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB & CO. -OTHERS | AT COST | $91,379 | $89,512 |
| CHARLES SCHWAB & CO. -ETF'S | AT COST | $78,138 | $97,660 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $3,124 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,124 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,952 | Amt |