JACK AND CAROLYN FERGUSON CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND CAROLYN FERGUSON CHARITABLE FOUNDATION (EIN 20-0450986)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-08
- IRS object ID
- 202132819349100813
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-08T13:00:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561169449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON PRICE SPRINKLE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 WOODFIN PLACE SUITE 300 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200450986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK AND CAROLYN FERGUSON | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 8286671418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BEAVERDAM ROAD | AddressLine1Txt |
| City | CANDLER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK FERGUSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8286671418 | PhoneNum |
| Signature | 2021-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | FERGUSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOK HEANG CHENG | PreparerPersonNm |
| PTIN | P00920734 | PTIN |
| Phone | 8282542374 | PhoneNum |
| Preparation | 2021-10-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,911,132 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $181,408 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$207 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $339,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,739 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,893 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,548 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $345 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $338 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,686 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,817 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $4,629,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,797,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,857,786 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,374 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,659 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,734,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,850,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,911,132 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $29 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,734,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,850,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,734,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,850,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,734,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,850,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,734,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,852,632 | SubtotalAmt |
| Other Decreases | $2,105 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,850,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $300,291 | $200,114 | $100,177 | $100,177 |
| ICON FUND 15 DISPOSAL | P | $1,768 | -$1,768 | -$1,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,760 | OverpaymentAmt |
| Applied To ES Tax | $1,760 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FERGUSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8286671418 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BEAVERDAM ROAD | AddressLine1Txt |
| City | CANDLER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN H FERGUSON | ||||||||
| 71 BEAVERDAM ROAD | CANDLER | NC | 28715 | PRESIDENT | 7.00 | $0 | $0 | $0 |
| RENEA BENNETT TURNER | ||||||||
| 116 YOUNG DRIVE | CANDLER | NC | 28715 | SECRETARY | 7.00 | $12,000 | $0 | $0 |
| JONEL F KINSER | ||||||||
| 1924 WATERFORD VILLAGE DRIVE | CLEMMONS | NC | 27012 | DIRECTOR | 3.00 | $12,000 | $0 | $0 |
| TAMMY FERGUSON | ||||||||
| 75 FAIRMONT ROAD | CANDLER | NC | 28715 | DIRECTOR | 3.00 | $9,000 | $0 | $0 |
| STEVEN RAY FERGUSON | ||||||||
| 89 FAIRMONT ROAD | CANDLER | NC | 28715 | DIRECTOR | 3.00 | $12,000 | $0 | $0 |
| AARON BENNETT | ||||||||
| 2292 N W 76 TERRACE | HOLLYWOOD | FL | 33024 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| REVA ANN FERGUSON | ||||||||
| 1129 MARICOPA HWY 218 | OJAI | CA | 93023 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SCOTT KINSER | ||||||||
| 2533 DANIELS STREET | CHARLOTTE | NC | 28205 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| CHRIS FERGUSON | ||||||||
| 30 HURST DRIVE | CANDLER | NC | 28715 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $664,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,243,423 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,942,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,942,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,898,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,360 | TotalTaxAmt |
| Distributable Before Adj | $143,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,938 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $183,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $183,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $151,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,448 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,045 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $490,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,398 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $530,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $151,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $379,082 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,448 | ExcessFromYear4Amt |
| Excess From Year3 | $96,443 | ExcessFromYear3Amt |
| Excess From Year2 | $73,748 | ExcessFromYear2Amt |
| Excess From Year1 | $14,045 | ExcessFromYear1Amt |
| Excess From Current Year | $40,398 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLYN H FERGUSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABCCM HOMINY VALLEY | |||||||
| 155 CANDLER SCHOOL RD | CANDLER | NC | 28715 | N/A | N/A | GENERAL DONATION | $82,500 |
| HOMINY BAPTIST CHURCH | |||||||
| 135 CANDLER SCHOOL ROAD | CANDLER | NC | 28715 | N/A | N/A | GENERAL DONATION | $31,575 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | N/A | GENERAL CONTRIBUTION | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | N/A | GENERAL DONATION | $10,000 |
| WNC BRIDGE FOUNDATION | |||||||
| PO BOX 25338 | ASHEVILLE | NC | 28813 | N/A | N/A | GENERAL DONATION | $10,000 |
| BAPTIST CHILDRENS HOME | |||||||
| PO BOX 338 | THOMASVILLE | NC | 27360 | N/A | N/A | GENERAL CONTRIBUTION | $14,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,575 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,537 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,409 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ICON FUND 15 | 14 | -$193 |
| OTHER | 14 | -$14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,001 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JACK AND CAROLYN FERGUSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BEAVERDAM ROAD | AddressLine1Txt |
| City | CANDLER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $181,408 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $6,893 | Amt |
| Net Investment Income | $6,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $345 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HARTFORD INSURANCE 1955316 | AT COST | $3,534,088 | $1,562,063 |
| GRIFFIN CAPITAL ESSENTIAL ASSET E | AT COST | $192,782 | $183,496 |
| STEADFAST INCOME REIT | AT COST | $200,000 | $176,513 |
| TERRA SECURED INCOME FUND | AT COST | $168,353 | $144,456 |
| GRIFFIN AMERICAN HEALTHCARE REIT | AT COST | $80,000 | $75,200 |
| GRIFFIN INSTL ACCESS REAL ESTATE | AT COST | $250,010 | $225,422 |
| SILA REALITY TRUST | AT COST | $170,812 | $101,695 |
| PACIFIC FUNDS FLOATING FUND A | AT COST | $201,150 | $197,132 |
| LOWES | AT COST | $0 | $191,809 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,374 | BOYBookValueAmt |
| EOY Book Value | $2,659 | EOYBookValueAmt |
| EOYFMV | $2,659 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $2,105 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $356 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $338 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON DIVIDEND DISTRIBUTIONS | $23,262 | $0 | $23,262 |
| ICON FUND 15 | -$193 | -$193 | -$193 |
| OTHER | -$14 | -$14 | -$14 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER LIABILITIES | $14 | $14 |
| FEDERAL TAXES PAYABLE | $15 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN FERGUSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BEAVERDAM ROAD | AddressLine1Txt |
| City | CANDLER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28715 | ZIPCd |