FERGUSON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FERGUSON FAMILY FOUNDATION (EIN 54-2014183)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-25
- IRS object ID
- 201841459349100714
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-25T15:29:05-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J KENNETH TIMMONS JR | PreparerPersonNm |
| PTIN | P00017711 | PTIN |
| Phone | 8043581150 | PhoneNum |
| Preparation | 2018-05-15 | 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 | 2018-05-25 | IPDt |
| IP Tm | 14:29:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 60D89FFC125A23B36DF30712E74A1907BA65A1FB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0CDB4BD10F46F6B61144C3F41A9219BFB1360A4C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $335,273 | 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 | $25,349 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,694 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,210 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,904 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,420 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,295 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,352 | CashBOYAmt |
| Cash EOY | $23,537 | CashEOYAmt |
| Cash EOYFMV | $23,537 | CashEOYFMVAmt |
| Other Investments BOY | $207,490 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $243,635 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $311,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $253,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $335,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $253,842 | UnrestrictedBOYAmt |
| Unrestricted EOY | $267,172 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $253,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $253,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $253,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,330 | ExcessRevenueOverExpensesAmt |
| Subtotal | $267,172 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $267,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,210 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,789 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $248,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087546 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $258,705 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064166 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $231,905 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104607 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,069 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $189,034 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,039 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124374 | DistributionYr5Rt |
| Total Distribution | 0.502729 | TotalDistributionRt |
| Average Distribution | 0.100546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $307,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,869 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,185 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $264 | SubtotalAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $264 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $264 | TotalPaymentsAndCreditsAmt |
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 |
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 | $271,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $311,687 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $311,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $307,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $15,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,185 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,185 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,185 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,087 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,809 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,988 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,185 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,098 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,872 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,809 | ExcessFromYear4Amt |
| Excess From Year3 | $12,988 | ExcessFromYear3Amt |
| Excess From Year2 | $3,806 | ExcessFromYear2Amt |
| Excess From Year1 | $9,368 | ExcessFromYear1Amt |
| Excess From Current Year | $10,098 | 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 (15 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 | $4,700 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 4602 CARY STREET ROAD | RICHMOND | VA | 23226 | NONE | PUBLIC | RELIGION | $12,650 |
| 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 | $3,700 |
| MEDARVA FOUNDATION | |||||||
| 8700 STONY POINT PARKWAY | RICHMOND | VA | 23225 | NONE | PUBLIC | HEALTH | $1,000 |
| SALVATION ARMY | |||||||
| 136 FURMAN ROAD | BOONE | NC | 28607 | NONE | PUBLIC | HEALTH AND WELFARE | $100 |
| THOREAU MIDDLE SCHOOL | |||||||
| 2505 CEDAR LANE | VIENNA | VA | 22180 | NONE | PUBLIC | EDUCATION | $100 |
| FAIRVIEW SWIM TEAM | |||||||
| 707 BELVEDERE BOULEVARD | CHARLOTTESVILLE | VA | 22901 | NONE | PUBLIC | RELIGION | $60 |
| GREATER BANNER ELK HERITAGE FOUNDAT | |||||||
| 7990 HICKORY NUT GAP | BANNER ELK | NC | 28604 | NONE | PUBLIC | EDUCATION | $100 |
| ALS | |||||||
| 3242 PARKSIDE CNTR CIRCLE | TAMPA | FL | 33619 | NONE | PUBLIC | GENERAL | $100 |
| WESTMINSTER CANTERBURY FOUNDATION | |||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23327 | NONE | PUBLIC | GENERAL | $1,000 |
| WOODBROOK PTO | |||||||
| 100 WOODBROOK DRIVE | CHARLOTTESVILLE | VA | 22901 | NONE | PUBLIC | EDUCATION | $25 |
| TRANSFORMATION VILLAGE | |||||||
| 20 TWENTIETH STREET | ASHEVILLE | NC | 28806 | NONE | PUBLIC | HEALTH AND WELFARE | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,185 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,210 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,904 | 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 | $25,349 | 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 | 840 SH T ROWE PRICE CAP APREC | NoncashPropertyDesc |
| Fair Market Value | $25,326 | FairMarketValueAmt |
| Received | 2017-12-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,420 | Amt |
| Net Investment Income | $1,420 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $212,453 | $227,825 |
| STOCKS | AT COST | $11,070 | $58,088 |
| ISHARES MSCI | AT COST | $20,112 | $25,823 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $2,295 | $2,295 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $23 | Amt |