FERGUSON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FERGUSON FAMILY FOUNDATION (EIN 54-2014183)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201911019349100201
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-10T14:55:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540593442 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSCOLEMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5004 MONUMENT AVE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542014183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERGUSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FERG | BusinessNameControlTxt |
| Phone | 8047080001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 W SQUARE CT | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232385707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JAMES G FERGUSON JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8047080001 | PhoneNum |
| Signature | 2019-04-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J KENNETH TIMMONS JR | PreparerPersonNm |
| PTIN | P00017711 | PTIN |
| Phone | 8043581150 | PhoneNum |
| Preparation | 2019-04-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-10 | IPDt |
| IP Tm | 14:55:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 74E2F59BAD8C7455383966CBD4B3F2E29783587C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74E2F59BAD8C7455383966CBD4B3F2E29783587C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $339,079 | 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 | $25,406 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,153 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,406 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $291 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,597 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,537 | CashBOYAmt |
| Cash EOY | $4,510 | CashEOYAmt |
| Cash EOYFMV | $4,510 | CashEOYFMVAmt |
| Acct Rcvbl | $16 | AcctRcvblAmt |
| Acct Rcvbl EOY | $16 | AcctRcvblEOYAmt |
| Other Investments BOY | $243,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,569 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $267,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $294,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $267,172 | UnrestrictedBOYAmt |
| Unrestricted EOY | $294,171 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $267,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $294,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $267,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $294,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $267,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,999 | ExcessRevenueOverExpensesAmt |
| Subtotal | $294,171 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $294,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $46,936 | GrossSalesPriceAmt |
| Cost Or Other Basis | $41,213 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,723 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,723 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,153 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,723 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $307,012 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,789 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $248,885 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087546 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $258,705 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,259 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $231,905 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,069 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $189,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122036 | DistributionYr5Rt |
| Total Distribution | 0.460388 | TotalDistributionRt |
| Average Distribution | 0.092078 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $341,133 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $238 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $476 | SubtotalAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $476 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 | THE TRUSTEES | IndividualWithBooksNm |
| Phone | 8047080001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST SQUARE CT | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23238 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DR JAMES G FERGUSON JR | ||||||||
| 130 WEST SQUARE CT | RICHMOND | VA | 23238 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DEE B FERGUSON | ||||||||
| 130 WEST SQUARE CT | RICHMOND | VA | 23228 | TRUSTEE | 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 | $340,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $346,328 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $346,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $341,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $476 | TotalTaxAmt |
| Distributable Before Adj | $16,581 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,925 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,581 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,809 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,344 | RemainingDistriFromCorpusAmt |
| Total Corpus | $55,413 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,809 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,988 | ExcessFromYear4Amt |
| Excess From Year3 | $3,806 | ExcessFromYear3Amt |
| Excess From Year2 | $9,368 | ExcessFromYear2Amt |
| Excess From Year1 | $10,098 | ExcessFromYear1Amt |
| Excess From Current Year | $5,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR JAMES G FERGUSON JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BANNER ELK PRESBYTERIAN CHURCH | |||||||
| 420 COLLEGE STREET | BANNER ELK | NC | 28604 | NONE | PUBLIC | RELIGION | $1,600 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 4602 CARY STREET ROAD | RICHMOND | VA | 23226 | NONE | PUBLIC | RELIGION | $12,250 |
| WILLIAM AND MARY | |||||||
| DUKE OF GLOUCESTER STREET | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | EDUCATION | $1,500 |
| FORSYTH JAIL PRISON MINISTRIES | |||||||
| P O BOX 11802 | WINSTON SALEM | NC | 27116 | NONE | PUBLIC | RELIGION | $50 |
| GOOCHLAND CHRISTMAS MOTHER | |||||||
| P O BOX 322 | GOOCHLAND | VA | 23063 | NONE | PUBLIC | GENERAL | $50 |
| HIGH COUNTY CHARITABLE FOUNDATION | |||||||
| P O BOX 2376 | BANNER ELK | NC | 28604 | NONE | PUBLIC | GENERAL | $2,875 |
| MEDARVA FOUNDATION | |||||||
| 8700 STONY POINT PARKWAY | RICHMOND | VA | 23225 | NONE | PUBLIC | HEALTH | $1,000 |
| FAIRVIEW SWIM TEAM | |||||||
| 707 BELVEDERE BOULEVARD | CHARLOTTESVILLE | VA | 22901 | NONE | PUBLIC | RELIGION | $100 |
| GREATER BANNER ELK HERITAGE FOUNDAT | |||||||
| 7990 HICKORY NUT GAP | BANNER ELK | NC | 28604 | NONE | PUBLIC | EDUCATION | $150 |
| WESTMINSTER CANTERBURY FOUNDATION | |||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23327 | NONE | PUBLIC | GENERAL | $1,000 |
| VIRGINIA HOME | |||||||
| 1101 HAMPTON STREET | RICHMOND | VA | 23220 | NONE | PUBLIC | HEALTH | $250 |
| VIRGIINIA MUSEUM OF FINE ARTS | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | NONE | PUBLIC | ARTS | $150 |
| LEWIS GINTER BOTANICAL GARDEN | |||||||
| 1800 LAKESIDE AVENUE | RICHMOND | VA | 23228 | NONE | PUBLIC | ENVIRONMENT | $700 |
| ASHEVILLE HABITAT | |||||||
| 33 MEADOW ROAD | ASHEVILLE | NC | 28803 | NONE | PUBLIC | GENERAL | $50 |
| CAPITAL TREES | |||||||
| 200 N 3RD STREET | RICHMOND | VA | 23219 | NONE | PUBLIC | ENVIRONMENT | $100 |
| NEW OPPORTUNITY SCHOOL | |||||||
| 191 MAIN STREET | BANNER ELK | NC | 28604 | NONE | PUBLIC | EDUCATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,153 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,406 | 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 G AND DEE B FERGUSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST SQUARE COURT | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,406 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 960 SH T ROWE PRICE CAP APREC | NoncashPropertyDesc |
| Fair Market Value | $25,142 | FairMarketValueAmt |
| Received | 2018-12-21 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $264,849 | $257,472 |
| STOCKS | AT COST | $4,152 | $50,935 |
| ISHARES MSCI | AT COST | $20,644 | $26,162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $2,597 | $2,597 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $291 | Amt |