FERGUSON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FERGUSON FAMILY FOUNDATION (EIN 54-2014183)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-19
- IRS object ID
- 201141399349100504
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-19T14:07:13-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS COLEMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 PATTERSON AVE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232212034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542014183 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERGUSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FERG | NameControl |
| Phone | 8047080001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 W SQUARE CT | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232385707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES G FERGUSON JR | Name |
| Title | PRESIDENT | Title |
| Phone | 8047080001 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J KENNETH TIMMONS JR | Name |
| Phone | 8043581150 | Phone |
| Date Prepared | 2011-05-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 169536 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 250 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 25 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4168 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4168 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 29474 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 112824 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 29474 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 161 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 34078 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33667 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 825 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 144 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 497 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 497 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1466 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1322 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20682 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20682 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22148 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1322 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20682 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11930 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32345 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 75380 | CashBOY |
| Cash EOY | 1539 | CashEOY |
| Cash EOYFMV | 1539 | CashEOYFMV |
| Accounts Receivable | 379 | AccountsReceivable |
| Accounts Receivable BOY | 220 | AccountsReceivableBOY |
| Accounts Receivable EOY | 379 | AccountsReceivableEOY |
| Investments Corp Stock BOY | 69514 | InvestmentsCorpStockBOY |
| Investments Other EOY | 155126 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 167997 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 145114 | TotalAssetsBOY |
| Total Assets EOY | 157044 | TotalAssetsEOY |
| Total Assets EOYFMV | 169536 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 145114 | UnrestrictedBOY |
| Unrestricted EOY | 157044 | UnrestrictedEOY |
| Total Net Assets BOY | 145114 | TotalNetAssetsBOY |
| Total Net Assets EOY | 157044 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 145114 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 157044 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 145114 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11930 | ExcessOfRevenueOverExpenses |
| Subtotal | 157044 | Subtotal |
| Total Net Assets Fund Balances EOY | 157044 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| .9 SH EXXON MOBIL | P | 52 | 35 | 17 | 17 |
| 500 SH LINN ENERGY | P | 13638 | 8920 | 4718 | 4718 |
| 200 SH STRYKER | P | 10558 | 12989 | -2431 | -2431 |
| 354 SH EXXON MOBIL | P | 20833 | 13766 | 7067 | 7067 |
| 500 SH VERIZON | P | 13351 | 14549 | -1198 | -1198 |
| 1000 SH ABERDEEN AUSTRALIA | P | 9910 | 14693 | -4783 | -4783 |
| 200 SH BANK OF AMERICA | P | 5004 | 2530 | 2474 | 2474 |
| 4100 SH COGDELL SPENCER | P | 30826 | 7133 | 23693 | 23693 |
| 120 SH FRONTIER COMMUNICATIONS | P | 860 | 1046 | -186 | -186 |
| SEI MUTUAL FUNDS | P | 7792 | 7610 | 182 | 182 |
| ADDITIONAL BASIS ADJUSTMENT | P | 79 | -79 | -79 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 29474 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 29474 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 28968 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 122478 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.236516 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 197675 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100164 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 266758 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083109 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29117 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 239924 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.121359 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 52104 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 203652 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.255848 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.796996 | TotalDistributionRatio |
| Average Distribution Ratio | 0.159399 | AverageDistributionRatio |
| Net Noncharitable Assets | 146421 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23339 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 323 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23662 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20682 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 647 | InvestmentIncomeExciseTax |
| Subtotal | 647 | Subtotal |
| Tax Based On Investment Income | 647 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 649 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THE TRUSTEES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8043581150 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST SQUARE CT | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DR JAMES G FERGUSON JR | ||||||||
| 130 WEST SQUARE CT | RICHMOND | VA | 23238 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DEE B FERGUSON | ||||||||
| 130 WEST SQUARE CT | RICHMOND | VA | 23228 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 104524 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 44127 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 148651 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 148651 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2230 | CashDeemedCharitable |
| Net Noncharitable Assets | 146421 | NetNoncharitableAssets |
| Minimum Investment Return | 7321 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7321 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 647 | TaxBasedOnInvestmentIncome |
| Total Tax | 647 | TotalTax |
| Distributable Amount Before Adj | 6674 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6674 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 6674 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20682 | ExpensesAndContributions |
| Qualifying Distributions | 20682 | QualifyingDistributions |
| Adj Qualifying Distributions | 20682 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6674 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 43415 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18512 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9316 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10103 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23126 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 104472 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20682 | QualifyingDistributions |
| Applied To Current Year | 6674 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14008 | RemainingDistriFromCorpus |
| Total Corpus | 118480 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 43415 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 75065 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18512 | ExcessFromYear4 |
| Excess From Year3 | 9316 | ExcessFromYear3 |
| Excess From Year2 | 10103 | ExcessFromYear2 |
| Excess From Year1 | 23126 | ExcessFromYear1 |
| Excess From Current Year | 14008 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BANNER ELK PRESBYTERIAN C | |||||||
| 420 COLLEGE STREET | BANNER ELK | NC | 28604 | NONE | PUBLIC | RELIGION | $1,050 |
| CHRISTMAS MOTHER | |||||||
| P O BOX 322 | GOOCHLAND | VA | 23063 | NONE | PUBLIC | GENERAL | $50 |
| DAVIDSON COLLEGE | |||||||
| BOX 7174 | DAVIDSON | NC | 28035 | NONE | PUBLIC | EDUCATION | $250 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 4602 CARY STREET ROAC | RICHMOND | VA | 23226 | NONE | PUBLIC | RELIGION | $13,250 |
| MISSION HEALTHCARE FOUNDA | |||||||
| 980 HENDERSONVILLE ROAD | ASHEVILLE | NC | 28803 | NONE | PUBLIC | HEALTH | $25 |
| NORTH CAROLINA FOP | |||||||
| 1500 WALNUT STREET | CARY | NC | 27511 | NONE | PUBLIC | SAFETY | $15 |
| PALMA CEIA CHURCH | |||||||
| 3501 SAN JOSE | TAMPA | FL | 33629 | NONE | PUBLIC | RELIGION | $50 |
| REFORMED PRESBYTERIAN CHU | |||||||
| 120 7TH AVENUE WEST | HENDERSONVILLE | NC | 28792 | NONE | PUBLIC | RELIGION | $300 |
| RONALD MCDONALD HOUSE | |||||||
| 2330 MONUMENT AVENUE | RICHMOND | VA | 23220 | NONE | PUBLIC | GENERAL | $50 |
| UNION PRESBYTERIAN SEMINA | |||||||
| 1401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | PUBLIC | RELIGION | $100 |
| UNION THEOLOGICAL SEMINAR | |||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | PUBLIC | EDUCATION | $3,000 |
| VIRGINIA HISTORICAL SOCIE | |||||||
| 428 NORTH BOULEVARD | RICHMOND | VA | 23220 | NONE | PUBLIC | HISTORY | $42 |
| WESTMINSTER CANTERBURY | |||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | NONE | PUBLIC | GENERAL | $1,000 |
| WILLIAM AND MARY | |||||||
| DUKE OF GLOUCESTER STREET | WILLIAMSBURG | VA | 23185 | NONE | PUBLIC | EDUCATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20682 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,168 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $29,474 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINN ENERGY LLC | Description |
| Business Code | 211110 | BusinessCode |
| Unrelated Business Income | $161 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $161 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,667 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33828 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $825 | Amount |
| Net Investment Income | 825 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| DR JAMES G FERGUSON JR |
| DEE B FERGUSON |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock |
|---|
| ABERDEEN AUSTRALIA |
| BANK OF AMERICA |
| LINN ENERGY |
| STRYKER |
| VERIZON |
| XTO ENERGY |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 155126 | BookValue |
| EOYFMV | 167997 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | 497 | 497 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINN ENERGY LLC | Description |
| Revenue And Expenses Per Books | 161 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL EXCISE TAX | $141 |
| FOREIGN TAX WITHHELD | $3 |