JAMES K FERGUSON FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES K FERGUSON FOUNDATION INC (EIN 52-2136148)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-02-25
- IRS object ID
- 202230569349100303
- Schema version
- 2021v4.0
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-25T08:57:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-02-21 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YAAKOV BORENSTEIN CPA PC | PreparerPersonNm |
| PTIN | P00757261 | PTIN |
| Phone | 3015305870 | PhoneNum |
| Preparation | 2022-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,136,773 | 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 | $106,905 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,178 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,178 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,600 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $731 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $731 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $173,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,877 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,728 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,205 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $293,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $496,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $893,882 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $149,233 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,820 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $53,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,561 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $588,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $712,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,136,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,467 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,467 | CapitalStockEOYAmt |
| Retained Earning BOY | $586,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $710,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $712,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $712,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,828 | ExcessRevenueOverExpensesAmt |
| Subtotal | $712,750 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $712,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25000 SH - CLEVELAND | P | 2020-01-21 | 2021-06-26 | $25,719 | $24,908 | $811 | $811 |
| 25000 SH - ENERGEN | P | 2018-03-14 | 2021-06-21 | $25,000 | $24,901 | $99 | $99 |
| 50000 SH - TRANSDIGM | P | 2020-09-11 | 2021-05-15 | $50,813 | $50,485 | $328 | $328 |
| 40 SH - ORION | P | 2021-11-15 | 2021-11-17 | $833 | $825 | $8 | $8 |
| 1000 SH - AT&T INC. | P | 2020-09-28 | 2021-05-18 | $29,314 | $28,350 | $964 | $964 |
| 700 SH- VISA | P | 2021-11-17 | $142,304 | $20,914 | $121,390 | $121,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,600 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,300 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,014 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,014 | SubtotalAmt |
| Tax Based On Investment Income | $2,014 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $2,046 | 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 |
| 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 | $951,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,809 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,014 | TotalTaxAmt |
| Distributable Before Adj | $47,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,473 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $527 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,351 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,434 | ExcessFromYear4Amt |
| Excess From Year2 | $131 | ExcessFromYear2Amt |
| Excess From Year1 | $3,259 | ExcessFromYear1Amt |
| Excess From Current Year | $527 | 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 |
| 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 (17 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 | $1,500 |
| 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 | $3,000 |
| 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 | $1,400 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD | AUSTIN | TX | 78759 | NONE | PUBLIC | CHARITY | $4,000 |
| ALL THINGS WILD REHAB INC | |||||||
| PO BOX 995 | GEORGETOWN | TX | 78627 | NONE | PUBLIC | CHARITY | $1,400 |
| THE CAMPAIGN FOR HOLY CROSS | |||||||
| 4920 STRATHMORE AVENUE | KENSINGTON | MD | 20895 | NONE | PUBLIC | CHARITY | $2,000 |
| PROJECT HEALING WATERS FLY FISHING | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | NONE | PUBLIC | CHARITY | $8,000 |
| SUN RADIO FOUNDATION | |||||||
| 4020 MANACHACA RD | AUSTIN | TX | 78704 | NONE | PUBLIC | CHARITY | $1,200 |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||
| 17250 OLD FREDERICK RD | MOUNT AIRY | MD | 21771 | NONE | PUBLIC | CHARITY | $1,500 |
| ONE WITH THE OCEAN | |||||||
| 7206 LANTANA TERRACE | CARLSBAD | CA | 92011 | NONE | PUBLIC | CHARITY | $1,500 |
| CHILDREN'S HOME SOCIETY OF VIRGINIA | |||||||
| PO BOX 6266 | RICHMOND | VA | 23230 | NONE | PUBLIC | CHARITY | $1,500 |
| BETHESDA CARES | |||||||
| 7728 WOODMONT AVENUE | BETHESDA | MD | 20814 | NONE | PUBLIC | CHARITY | $1,000 |
| SMALL CHAMPIONS INC | |||||||
| PO BOX 4691 | VAIL | CO | 81658 | NONE | PUBLIC | CHARITY | $2,000 |
| WIND WALKERS | |||||||
| PO BOX 504 | CARBONDALE | CO | 81623 | NONE | PUBLIC | CHARITY | $3,000 |
| CENTER FOR INDEPENDENT FUTURES | |||||||
| 1015 DAVIS STREET | EVANSTON | IL | 60201 | NONE | PUBLIC | CHARITY | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | 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 | $6,178 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $14,368 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $731 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,382 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,659 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,659 | 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 | $106,905 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SH - VISA | NoncashPropertyDesc |
| Fair Market Value | $106,905 | FairMarketValueAmt |
| Received | 2021-01-07 | 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 | $48,820 | EOYBookValueAmt |
| EOYFMV | $53,125 | 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 | $496,323 | EOYBookValueAmt |
| EOYFMV | $893,882 | 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 | $78,514 | $89,883 |
| CHARLES SCHWAB & CO. -ETF'S | AT COST | $48,888 | $59,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISC. EXPENSE | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $731 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $731 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,728 | Amt |