JAMES K FERGUSON FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES K FERGUSON FOUNDATION INC (EIN 52-2136148)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349100738
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T07:50:16-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453359814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MECK NOONAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8240 N Mopac Expressway Ste 150 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522136148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES K FERGUSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2022777295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES K FERGUSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL CHEW CPA | PreparerPersonNm |
| PTIN | P01813063 | PTIN |
| Phone | 5123469522 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,653,533 | 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 | $156,872 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,381 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,381 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,381 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,507 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,507 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,556 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $282,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,089 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,888 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $98 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $98 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $98 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $98 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $98 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,790 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,156 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $92,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,536 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,814 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,234 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,974 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $681,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $693,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,384,769 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,638 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,124 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $252,355 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,130 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,101,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,653,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,101,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $958,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,101,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $958,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,101,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $958,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,101,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,780 | OtherIncreasesAmt |
| Subtotal | $1,320,090 | SubtotalAmt |
| Other Decreases | $361,577 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $958,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB 3616 ST | P | 2025-01-01 | 2025-12-31 | $157,097 | $164,836 | -$7,739 | -$7,739 |
| SCHWAB 3616 LT | P | 2024-01-01 | 2025-12-31 | $168,193 | $70,329 | $97,864 | $97,864 |
| Capital Gain Dividends | $76 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,201 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,739 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,793 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,793 | SubtotalAmt |
| Tax Based On Investment Income | $1,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $301 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES K FERGUSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022777295 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES K FERGUSON | ||||||
| 501 REDBUD TRAIL | WEST LAKE HILLS | TX | 78746 | President | 2.00 | $0 |
| SUZANNE FERGUSON | ||||||
| 10757 GLOXINIA DRIVE | ROCKVILLE | MD | 20852 | Director | 0.00 | $0 |
| JOSEPH FERGUSON | ||||||
| 1113 LEE STREET | EVANSTON | IL | 60202 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,533,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,562,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,562,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,538,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,793 | TotalTaxAmt |
| Distributable Before Adj | $75,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,157 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,831 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $527 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $880 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,278 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,516 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,843 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,359 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,831 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $527 | ExcessFromYear4Amt |
| Excess From Year3 | $880 | ExcessFromYear3Amt |
| Excess From Year1 | $2,278 | ExcessFromYear1Amt |
| Excess From Current Year | $2,843 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES K FERGUSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES K FERGUSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2022777295 | RecipientPhoneNum |
| Recipient Email Address | JIM@AYRSHIRE.CC | RecipientEmailAddressTxt |
| Form And Info And Materials | NO RESTRICTIONS OR LIMITATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARYLAND THERAPEUTIC RIDING | ||||||
| 1141 SUNRISE BEACH ROAD | CROWNSVILLE | MD | 21032 | PC | CHARITY | $4,000 |
| PROJECT NIGHT NIGHT | ||||||
| 148 BEULAH STREET | SAN FRANCISCO | CA | 94117 | PC | CHARITY | $5,000 |
| A WIDER CIRCLE | ||||||
| 10325 KENSINGTON PKWY 70 | KENSINGTON | MD | 20895 | PC | CHARITY | $4,000 |
| THE LADY BIRD JOHNSON WILDFLOWER CE | ||||||
| 4801 LACROSSE AVENUE | AUSTIN | TX | 78739 | PC | CHARITY | $2,500 |
| HOSPICE AUSTIN | ||||||
| 4107 SPICEWOOD SPRINGS ROAD STE 100 | AUSTIN | TX | 78759 | PC | CHARITY | $9,000 |
| BETHESDA CARES | ||||||
| 7728 WOODMONT AVENUE | BETHESDA | MD | 20814 | PC | CHARITY | $5,000 |
| TIBETAN LANGUAGE INSTITUTE | ||||||
| PO BOX 2037 | HAMILTON | MT | 59840 | PC | CHARITY | $1,500 |
| FISHING THE GOOD FIGHT INC | ||||||
| 7310 W 52ND AVE STE A 312 | ARVADA | CO | 80002 | PC | CHARITY | $13,000 |
| CANINE THERAPY CORPS | ||||||
| 3918 WEST FULLERTON AVE | CHICAGO | IL | 60647 | PC | CHARITY | $5,000 |
| HOPEWELL CANCER SUPPORT | ||||||
| PO BOX 755 | BROOKLANDVILLE | MD | 21022 | PC | CHARITY | $5,000 |
| SINGLE MOM PROJECT | ||||||
| 13634 CORDARY AVE | HAWTHORNE | CA | 90250 | PC | CHARITY | $4,000 |
| CF FOUNDATION | ||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | PC | CHARITY | $4,000 |
| LUCKY DAY ANIMAL RESCUE | ||||||
| PO BOX 8856 | ASPEN | CO | 81612 | PC | CHARITY | $3,000 |
| THE COMMUNITY MARKET | ||||||
| PO BOX 1580 | VAIL | CO | 81658 | PC | CHARITY | $5,000 |
| MERIDIAN INTERNATIONAL CENTER | ||||||
| 1630 CRESCENT PLACE NW | WASHINTON | DC | 20009 | PC | CHARITY | $4,000 |
| FOOD BANK FOR NEW YORK CITY | ||||||
| PO BOX 470 | HARTSDALE | NY | 10530 | PC | CHARITY | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,353 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $76 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $90,125 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER, LP | Desc |
| Unrelated Business Taxbl Incm | -$3,556 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,480 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $96,478 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,533 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES K FERGUSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 REDBUD TRAIL | AddressLine1Txt |
| City | WEST LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $156,872 | 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 | 305 SHARES OF VISA (V) | NoncashPropertyDesc |
| Fair Market Value | $106,872 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CS X3616 BONDS | BondNm |
| EOY Book Value | $23,638 | EOYBookValueAmt |
| EOYFMV | $25,124 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS X3616 EQUITIES | $539,798 | $1,168,500 |
| CS X3616 EXCHANGE TRADED FUNDS | $153,940 | $216,269 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,234 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,974 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CS X3616 ENERGY TRANSFER LP | AT COST | $65,318 | $65,960 |
| CS X3616 W P CAREY INC | AT COST | $22,049 | $23,170 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE FOR DONATED STOCK | $97,759 |
| IRS PAYMENTS | $1,859 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER LP 179 | $6 | $6 | $6 |
| INV. INTEREST | $92 | $92 | $92 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER, LP | Desc |
| Revenue And Expenses Per Books | -$3,556 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 CURRENT YEAR ACTIVITY | $8,328 |
| NONDIVIDENDS DISTRIBUTIONS | $6,368 |
| OTHER INCREASES | $84 |