JAMES K FERGUSON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES K FERGUSON FOUNDATION INC (EIN 52-2136148)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349100332
- Schema version
- 2024v5.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T09:08:59-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 787463613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES K FERGUSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022777295 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,400,668 | 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 | $99,784 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,305 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,305 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,771 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$156 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,290 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $149,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,212 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,212 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $613 | CashBOYAmt |
| Cash EOY | $1,156 | CashEOYAmt |
| Cash EOYFMV | $1,156 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,662 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $267,654 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,814 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,117 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $542,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $681,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $932,944 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,638 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,750 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $169,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $252,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $299,039 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,019,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,101,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,400,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,019,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,101,003 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,019,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,101,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,019,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,101,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,019,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,944 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,101,003 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,101,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50,000 FHLB | P | 2023-11-02 | 2024-02-26 | $50,000 | $50,117 | -$117 | -$117 |
| 1200 SH- GLOBAL PARTNERS | P | 2024-04-15 | $30,000 | $32,333 | -$2,333 | -$2,333 | |
| US TREASURIES | P | 2024-01-01 | 2024-12-31 | $330,000 | $330,000 | ||
| 1200 SH- BRITISH AMERICAN TOBACCO | P | 2024-10-18 | $41,352 | $44,539 | -$3,187 | -$3,187 | |
| 800 SH- MAIN STREET CAPITAL | P | 2024-06-05 | $39,160 | $31,232 | $7,928 | $7,928 | |
| 440 SH- NEXTERA ENERGY | P | 2024-08-23 | $34,970 | $5,748 | $29,222 | $29,222 | |
| 24 SH- NET LEASE OFFICE PPT | P | 2024-01-01 | 2024-02-27 | $626 | $275 | $351 | $351 |
| 111 SH- VISA | P | 2024-02-27 | $31,279 | $3,316 | $27,963 | $27,963 | |
| 130 SH- VISA | P | 2024-08-23 | $34,803 | $3,884 | $30,919 | $30,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,771 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $234 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,782 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,782 | SubtotalAmt |
| Tax Based On Investment Income | $1,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,423 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,423 | TotalPaymentsAndCreditsAmt |
| Tax Due | $359 | 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 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES K FERGUSON | ||||||||
| 501 REDBUD TRAIL | WEST LAKE HILLS | TX | 78746 | PRESIDENT | 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 | $1,294,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,354,395 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,354,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,334,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,782 | TotalTaxAmt |
| Distributable Before Adj | $64,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,922 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $527 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $880 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $64,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,278 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,516 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,831 | ExcessFromYear4Amt |
| Excess From Year3 | $527 | ExcessFromYear3Amt |
| Excess From Year2 | $880 | ExcessFromYear2Amt |
| Excess From Current Year | $2,278 | ExcessFromCurrentYearAmt |
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 |
| Address Line2 | 501 REDBUD TRAIL | AddressLine2Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2022777295 | RecipientPhoneNum |
| Recipient Email Address | JIM@AYRSHIRE.CC | RecipientEmailAddressTxt |
| 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 (14 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 | $3,800 |
| MD THERAPEUTIC RIDING | |||||||
| 1141 SUNRISE BEACH ROAD | CROWNSVILLE | MD | 21032 | NONE | PUBLIC | CHARITY | $5,000 |
| PROJECT NIGHT NIGHT | |||||||
| 148 BEULAH STREET | SAN FRANCISCO | CA | 94117 | NONE | PUBLIC | CHARITY | $5,600 |
| A WIDER CIRCLE | |||||||
| 10325 KENSINGTON PKWY | KENSINGTON | MD | 20895 | NONE | PUBLIC | CHARITY | $3,100 |
| 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 | $6,000 |
| BETHESDA CARES | |||||||
| 7728 WOODMONT AVENUE | BETHESDA | MD | 20814 | NONE | PUBLIC | CHARITY | $3,100 |
| TIBETAN LANGUAGE INSTITUTE | |||||||
| PO BOX 2037 | HAMILTON | MT | 59840 | NONE | PUBLIC | CHARITY | $1,200 |
| THE PURELAND PROJECT | |||||||
| 19 PARKER ST | CHARLESTOWN | MA | 02129 | NONE | PUBLIC | CHARITY | $1,500 |
| WALK WITH SALLY | |||||||
| 840 APOLLO ST | EL SEGUNDO | CA | 90245 | NONE | PUBLIC | CHARITY | $3,700 |
| LAB RESCUE OF THE LRCP INC | |||||||
| PO BOX 1814 | ANNANDALE | VA | 22003 | NONE | PUBLIC | CHARITY | $3,700 |
| EAGLE COUNTY ANIMAL SHELTER | |||||||
| 1400 FAIRGROUNDS RD | EAGLE | CO | 81631 | NONE | PUBLIC | CHARITY | $5,600 |
| FISHING THE GOOD FIGHT INC | |||||||
| 7310 W 52ND AVE | ARVADA | CO | 80002 | NONE | PUBLIC | CHARITY | $11,200 |
| CANINE THERAPY CORPS | |||||||
| 3918 WEST FULLERTON AVE | CHICAGO | IL | 60647 | NONE | PUBLIC | CHARITY | $11,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,200 | 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 | $10,305 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,846 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,290 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,365 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER, LP | Desc |
| Related Or Exempt Function Incm | -$1,446 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,514 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,360 | 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 | $99,784 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 360 SH- VISA (V) | NoncashPropertyDesc |
| Fair Market Value | $99,784 | FairMarketValueAmt |
| Received | 2024-02-02 | ReceivedDt |
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 | $24,750 | 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 | $681,378 | EOYBookValueAmt |
| EOYFMV | $932,944 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,814 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,117 | USGovtObligationsEOYFMVAmt |
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 | $124,365 | $130,019 |
| CHARLES SCHWAB & CO. -ETF'S | AT COST | $127,990 | $169,020 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP DISTRIBUTION | $1,290 | $1,290 |
| ENERGY TRANSFER, LP | -$1,446 |