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THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202241369349105624
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T19:54:40-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 A STREET SUITE 600AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984024205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911357603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HUGH AND JANE FERGUSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUGHBusinessNameControlTxt
Phone2067813472PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 N 101ST STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN LEE FERGUSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2067813472PhoneNum
Signature2022-04-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLENPersonFirstNm
Person LastLEE FERGUSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARINA B STADELMANPreparerPersonNm
PTINP00363599PTIN
Phone2535724100PhoneNum
Preparation2022-04-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,981,062FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,659DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$930,025NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,968,643GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$930,025CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$956,694TotalRevAndExpnssAmt
Total Net Invst Incm$956,694TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$113,667OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$85,923OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$27,744OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$20InterestRevAndExpnssAmt
Interest Net Invst Incm$20InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$76,696TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,733OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,733OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$198,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,343TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,877TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$911,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$911,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,110,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,343TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$944,677TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$154,022ExcessRevenueOverExpensesAmt
Net Investment Income$867,351NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,363SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,917SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,917SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,538,822CorporateStockBOYAmt
Corporate Stock EOY$3,340,246CorporateStockEOYAmt
Corporate Stock EOYFMV$8,934,145CorporateStockEOYFMVAmt
Total Assets BOY$3,541,185TotalAssetsBOYAmt
Total Assets EOY$3,387,163TotalAssetsEOYAmt
Total Assets EOYFMV$8,981,062TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,541,185RetainedEarningBOYAmt
Retained Earning EOY$3,387,163RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,541,185TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,387,163TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,541,185TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,387,163TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,541,185TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$154,022ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,387,163SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,387,163TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,968,643GrossSalesPriceAmt
Cost Or Other Basis$2,038,618CostOrOtherBasisAmt
Gain Or Loss$930,025GainOrLossAmt
Gains Minus Excess Or Losses$930,025GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$930,025CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,056InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,056SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,056TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41,464EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$41,464TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$29,408OverpaymentAmt
Applied To ES Tax$29,408AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHUGHANDJANEFERGUSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksHEIDI HARTIndividualWithBooksNm
Phone2063344278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 N 101ST STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELLEN LEE FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 EVERGREEN POINT ROADAddressLine1Txt
CityMEDINACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98039ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,402,227AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,705AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,479,932TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,479,932AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$127,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,352,733NetVlNoncharitableAssetsAmt
Minimum Investment Return$417,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$417,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,056TaxBasedOnInvestmentIncomeAmt
Total Tax$12,056TotalTaxAmt
Distributable Before Adj$405,581DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$405,581DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$405,581DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$944,677ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$944,677QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$405,581DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$470,169ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$488,295ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$598,951ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$796,173ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$599,230ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,952,818TotalExcessDistributionCyovAmt
Qualifying Distributions$944,677QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$405,581AppliedToCurrentYearAmt
Remaining Distri From Corpus$539,096RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,491,914TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$470,169ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,021,745ExcessDistriCyovToNextYrAmt
Excess From Year4$488,295ExcessFromYear4Amt
Excess From Year3$598,951ExcessFromYear3Amt
Excess From Year2$796,173ExcessFromYear2Amt
Excess From Year1$599,230ExcessFromYear1Amt
Excess From Current Year$539,096ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLEN LEE FERGUSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELLEN LEE FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11414 41ST AVE EASTAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98112ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2067999589RecipientPhoneNum
Form And Info And MaterialsCONTACT (206)633-0827 OR (OGLEFOUNDS@AOL.COM) FOR APPLICATION FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesFEBRUARY 15, AUGUST 15SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALASKA WILDERNESS LEAGUE
122 C ST NW STE 240WASHINGTONDC20001NONEPCGENERAL OPERATIONS, YEAR 3 OF 3$25,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPCNATIVE AMERICAN GENERAL SCHOLARSHIP SUPPORT$25,000
ANCHORAGE MUSEUM
625 C STREETANCHORAGEAK99501NONEPCCHATTER MARKS$10,000
ARTSFUND
10 HARRISON ST SUITE 200SEATTLEWA98109NONEPCANNUAL GIFT$5,000
BLACKPAST ORG
4545 SAND POINT WAY NE APT 601SEATTLEWA981053930NONEPCGENERAL OPERATIONS$10,000
BURKE MUSEUM
U OF WASHINGTON BOX 353010SEATTLEWA98195NONEPCVISITING EXHIBIT LIFE IN ONE CUBIC FOOT, SPECIAL EXHIBIT: BODY LANGUAGE, ANNUAL FUND, GENERAL OPERATIONS$80,000
CASCADE FOREST CONSERVANCY
4506 SE BELMONT STREET SUITE 230APORTLANDOR97215NONEPCGENERAL OPERATIONS$10,000
CHIEF SEATTLE CLUB
410 2ND AVE EXTENSION SSEATTLEWA98104NONEPCCAPITAL CAMPAIGN $150K OVER 3 YEARS$50,000
COLUMBIA RIVERKEEPER
407 PORTWAY AVEHOOD RIVEROR97031NONEPCGENERAL OPERATIONS$10,000
CONSERVATION NW
1829 10TH AVE W STE BSEATTLEWA98119NONEPCGENERAL OPERATIONS$10,000
COOK INLETKEEPER
3734 BEN WALTERS LANEHOMERAK99603NONEPCELECTRONIC RECYCLING TO PROTECT OUR WATERS$10,000
EARTHCORPS
6310 NE 74TH ST STE 201ESEATTLEWA98115NONEPCPORT GAMBLE S'KLALLAM TRIBE VEGETATION PLAN$10,000
EVERGREEN STATE COLLEGE FOUNDATION
2700 EVERGREEN PKWY NWOLYMPIAWA98505NONEPCANNUAL GIFT$50,000
HANFORD CHALLENGE
2719 E MADISON ST STE 304SEATTLEWA98112NONEPCGENERAL OPERATIONS$10,000
HIGH DESERT JOURNAL
PO BOX 23012FEDERAL WAYWA980930012NONEPCWILDLIFE PROGRAMS$7,500
HISTORY LINK
1411 4TH AVE STE 803SEATTLEWA98101NONEPCHISTORY LUNCH SPONSORSHIP$5,000
HUMANITIES WASHINGTON
1204 MINOR AVESEATTLEWA98101NONEPCCENTER FOR WASHINGTON CULTURAL TRADITIONS, BEDTIME STORIES SPONSORSHIP$15,000
JEFFERSON COUNTY HISTORICAL SOCIETY
540 WATER STREETPORT TOWNSENDWA98368NONEPCYEAR 3 OF 3$10,000
JEFFERSON LAND TRUST
1033 LAWRENCE STREETPORT TOWNSENDWA98368NONEPCGENERAL OPERATIONS$10,000
KOAHNIC BROADCAST CORP
3600 SAN JERONIMO DRIVE SUITE 480ANCHORAGEAK99508NONEPCGENERAL OPERATIONS$10,000
LONG LIVE THE KINGS
1326 5TH AVE STE 450SEATTLEWA981012628NONEPCGENERAL OPERATIONS$10,000
MOHAI
PO BOX 80816SEATTLEWA98108NONEPC2021 MOHAI YOUTH ADVISORS$7,500
MUSEUM AT WARM SPRINGS
PO BOX 909WARM SPRINGSOR97761NONEPCARCHIVAL AND COLLECTIONS EQUIPMENT$10,000
NATIONAL FEDERATION FOR THE BLIND
PO BOX 2516SEATTLEWA98111NONEPCANNUAL GIFT IN MEMORY OF JANE FERGUSON$300
NORTHWEST INDIAN COLLEGE
2522 KWINA RDBELLINGHAMWA98226NONEPCFALL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON$500
NORTHWEST STRAITS FOUNDATION
1155 N STATE ST STE 402BELLINGHAMWA98225NONEPCBRINGING DIVERSITY TO MARINE CONSERVATION$10,000
PAWS
PO BOX 1037LYNNWOODWA98046NONEPCGENERAL OPERATIONS$11,000
PLANNED PARENTHOOD
2001 E MADISON STSEATTLEWA98122NONEPCANNUAL GIFT IN MEMORY OF JANE FERGUSON$1,000
PRATT MUSEUM
3779 BARTLETT STHOMERAK99603NONEPCGENERAL OPERATIONS$10,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON STREET STE 107SEATTLEWA98109NONEPCPUGET SOUND LEADERSHIP, CLEAN WATER REGULATION$7,500
PURRFECT PALS
230 MCRAE RD NEARLINGTONWA98223NONEPCANNUAL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON$1,000
RESOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STBELLINGHAMWA98225NONEPCPROTECTING AND RESTORING THE CENTRAL SALISH SEA$10,000
SEATTLE AQUARIUM
1483 ALASKAN WAY PIER 59SEATTLEWA98101NONEPCCAPITAL CAMPAIGN, GENERAL OPERATIONS$55,000
SEATTLE AUDUBON SOCIETY
8050 35TH AVE NE -SEATTLEWA981154815NONEPCNEIGHBORHOOD BIRD PROJECT EXPANSION$7,500
SEATTLE HUMANE
13212 SE EASTGATE WAYBELLEVUEWA98005NONEPCANNUAL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON$1,500
SKAGIT LAND TRUST
PO BOX 1017MOUNT VERNONWA98273NONEPCGENERAL OPERATIONS, AUCTION SPONSORSHIP$7,000
SOLID GROUND WASHINGTON
1501 N 45TH STSEATTLEWA981036708NONEPCCOMMUNITY FOOD EDUCATION$7,500
SOUTHEAST ALASKA CONSERVATION COUNCIL
224 GOLD STJUNEAUAK99801NONEPCGENERAL OPERATIONS$8,500
SQUAXIN MUSEUM LIBRARY & RESEARCH CENTER
SE 150 KWUH-DEEGS-ALTXWSHELTONWA98584NONEPCGENERAL OPERATIONS$10,000
SR3
2255 HARBOR AVE SW 101SEATTLEWA98126NONEPCGENERAL OPERATIONS$5,000
TOWNHALL SEATTLE
1119 8TH AVESEATTLEWA98101NONEPCTOWN GREEN$10,000
UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111NONEPCANNUAL GIFT IN MEMORY OF JANE FERGUSON$500
WASHINGTON ENVIRONMENTAL COUNCIL
1402 THIRD AVENUE SUITE 1400SEATTLEWA98101NONEPCGENERAL OPERATIONS$10,000
WASHINGTON'S NATIONAL PARK FUND
1904 THIRD AVE 400SEATTLEWA98101NONEPCOLYMPIC NP REHAB RESTORE VOLUNTEER PROGRAM$7,500
WESTERN RIVERS CONSERVANCY
71 SW OAK STREETPORTLANDOR97204NONEPCANTOINE CREEK PROJECT$7,500
WING LUKE ASIAN MUSEUM
719 S KING STSEATTLEWA98104NONEPCGERARD TSUTAKAWA SCULPTURE, ENVIRONMENTAL JUSTICE: THE APA EXPERIENCE EXHIBIT$65,000
WOODLAND PARK ZOO
601 N 59TH STSEATTLEWA98103NONEPCNEW CONSERVATION-FOCUSED EXHIBIT PROJECT$50,000
ARBORETUM FOUNDATION
2300 ARBORETUM DRIVE ESEATTLEWA98112NONEPCHEALING A HISTORIC STREAM & COMMUNITY STEWARDS$7,500
AUDUBON WASHINGTON
5902 LAKE WASHINGTON BLVD SSEATTLEWA98118NONEPCRESILIENT FUTURE FOR COASTAL BIRDS AND COMMUNITIES$10,000
BAINBRIDGE ISLAND MUSEUM OF ART
249 WINSLOW WAY EAST SUITE 300BAINBRIDGE ISLANDWA98110NONEPCGEORGE TSUTAKAWA LANGUAGE OF NATURE$10,000
TUNE IN TO NATUREORG
PO BOX 99456SEATTLEWA981390456NONEPCGENERAL OPERATIONS$7,500
CASCADIA ART MUSEUM
190 SUNSET AVE S EEDMONDSWA98020NONEPCKENJIRO NOMURA PUBLICATION$5,000
CITIZENS FOR A HEALTHY BAY
535 DOCK ST SUITE 213TACOMAWA98402NONEPCPATROLLING OUR WATERS$5,000
CITY FRUIT
4000 AURORA AVE NSEATTLEWA98103NONEPCGENERAL OPERATIONS$5,000
FORTERRA NW
217 FIRST AVE SO 4189SEATTLEWA98194NONEPCSPRINGBROOK CREEK RESTORATION$10,000
FRIENDS OF MUKAI
22519 DEPPMAN RD SWVASHONWA98070NONEPCFINISH RESTORING THE FRUIT BARRELING PLANT$10,000
FRONT AND CENTERED
1501 EAST MADISON STE 250SEATTLEWA98122NONEPCGENERAL OPERATIONS$10,000
HOOD CANAL SALMON ENHANCEMENT GP
600 NE ROESSEL RDBELFAIRWA98528NONEPCGENERAL OPERATIONS$5,000
JEFFERSON COUNTY COMMUNITY FOUNDATION
PO BOX 1394PORT HADLOCKWA98339NONEPCGENERAL OPERATIONS (MULTIYEAR)$15,000
NATUREBRIDGE OLYMPIC
111 BARNES POINT RDPORT ANGELESWA98363NONEPCNATURAL HISTORY EDUCATION FOR UNDERSERVED YOUTH$10,000
NORTH OLYMPIC SALMON COALITION
PO BOX 167PORT TOWNSENDWA98368NONEPCLOWER SNOW CREEK RESTORATION PROJECT$10,000
NOT AN ALTERNATIVE INC
9719 SW 180TH STVASHONWA98070NONEPCSE'SI'LE PROJECT$10,000
OKANOGAN LAND TRUST
203 SECOND AVE S 120OKANOGANWA98840NONEPCGENERAL OPERATIONS$7,500
SAVE OUR WILD SALMON
200 FIRST AVE W SUITE 201SEATTLEWA98119NONEPCGENERAL OPERATIONS$10,000
SEATTLE PARKS FOUNDATION
1501 E MADISON ST SUITE 510SEATTLEWA98122NONEPCELI' PARK PROJECT$10,000
RED EAGLE SOARING
108 S WASHINGTON ST STE 308SEATTLEWA98104NONEPCGENERAL OPERATIONS$5,000
SEWARD PARK AUDUBON CENTER
5902 LAKE WASHINGTON BLVD SSEATTLEWA98118NONEPCANNUAL GIFT IN MEMORY OF JANE FERGUSON$1,000
UNITED NEGRO COLLEGE FUND
701 FIFTH AVESEATTLEWA98104NONEPCANNUAL GIFT IN MEMORY OF JANE FERGUSON (INCLUDES FORMER NAACP GRANTEE)$2,000
WASHINGTON SCHOOL PRINCIPALS EDUCATION FOUNDATION
1021 8TH AVE SEOLYMPIAWA98501NONEPCOUTDOOR SCHOOL FOR ALL (OSFA)$5,000
MONTANA WILDERNESS ASSOCIATION
80 SO WARREN STHELENAMT59601NONEPCPROTECT AND DEFEND THE BADGER-TWO MEDICINE$10,000
WILD SALMON CENTER
721 NW 9TH AVEPORTLANDOR97209NONEPCPERMANENT PROTECTION FOR BRISTOL BAY$7,500
UW FOUNDATION
4333 BROOKLYN AVE NESEATTLEWA981959505NONEPCGENERAL OPERATIONS, A DRUM IN ONE HAND AND CHEROKEE EARTH DWELLERS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$911,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,659ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$930,025ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$956,694ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$956,694TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,800Amt
Net Investment Income$3,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,400DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OXBOW CENTER FOR SUSTAINABLE AGRICULTURE AND THE ENVIRONMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110819 CARNATION DUVALL RD NEAddressLine1Txt
CityCARNATIONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980149514ZIPCd
FieldValueIRS element (for citing)
Grant2020-09-12GrantDt
Grant$7,500GrantAmt
Purpose Of GrantRESTORING SPAWNING HABITAT OF ENDANGERED CHINOOKPurposeOfGrantTxt
Expended By Grantee$7,500ExpendedByGranteeAmt
Any Diversion By GranteeNO FUNDS HAVE BEEN DIVERTED TO ANY OTHER PURPOSE.AnyDiversionByGranteeTxt
Dates Of Reports By GranteeFINAL REPORTS RECEIVED 2021DatesOfReportsByGranteeTxt
Results Of VerificationGRANTEE IS A CALENDAR YEAR TAXPAYER THAT RECEIVED FUNDS IN 2020. AS SUCH, NO REPORT WAS DUE UNTIL 2021. GRANTEE PROVIDED THE REPORT IN 2021 AND AFFIRMATIVE VERIFICATION OF THE REPORT WAS MADE.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYSTEMS$376,206$1,814,592
AMAZON COM INC$176,387$466,808
APPLE INC$406,538$923,364
CLOUDFLARE INC$266,604$526,000
CROWDSTRIKE HOLDINGS INC$55,418$61,425
MICROSOFT CORP$611,475$2,845,940
SERVICENOW INC$342,646$642,619
ZSCALER INC$374,718$899,724
ALPHABET INC$305,282$312,508
NVIDIA CORPORATION$424,972$441,165

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEETING EXPENSE$980$0$980
POSTAGE$718$0$718
LICENSE FEES$35$0$35

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NW GRANTMAKERS FEE$10,968$0$10,968
INVESTMENT ADVISOR FEE$85,923$85,923$0
HART MANAGEMENT$9,288$0$9,288
ADVANCEMENT NORTHWEST$5,500$0$5,500
AMY WILCOX$1,988$0$1,988

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$76,696Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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