THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-29
- IRS object ID
- 202112729349101211
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-29T13:09:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 984024205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911357603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUGH AND JANE FERGUSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUGH | BusinessNameControlTxt |
| Phone | 2067813472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N 101ST STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN LEE FERGUSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2067813472 | PhoneNum |
| Signature | 2021-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLEN | PersonFirstNm |
| Person Last | LEE FERGUSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARINA B STADELMAN | PreparerPersonNm |
| PTIN | P00363599 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Preparation | 2021-09-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,074,661 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,542,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,183,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,542,373 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,575,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,575,127 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,483 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,892 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $78 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $78 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,744 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,011,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $926,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,563,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,495,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,955,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,538,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,072,298 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,977,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,541,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,074,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,977,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,541,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,977,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,541,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,977,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,541,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,977,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,563,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,541,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,541,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | P | $3,463,164 | $939,558 | $2,523,606 | $2,523,606 |
| PUBLICLY TRADED SECURITIES - SHORT TERM | P | $1,720,331 | $1,701,564 | $18,767 | $18,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,542,373 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,688 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,688 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,688 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,001 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,001 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $10,307 | OverpaymentAmt |
| Applied To ES Tax | $10,307 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FDNWEB.ORG/FERGUSON | WebsiteAddressTxt |
| Individual With Books | HEIDI HART | IndividualWithBooksNm |
| Phone | 2063344278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N 101ST STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN LEE FERGUSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 EVERGREEN POINT ROAD | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,017,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,354,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,354,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,244,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,688 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,688 | TotalTaxAmt |
| Distributable Before Adj | $327,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $327,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $327,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $926,744 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $926,744 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $926,744 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $470,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $488,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $598,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $796,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,353,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $926,744 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $327,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $599,230 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,952,818 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,952,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $470,169 | ExcessFromYear4Amt |
| Excess From Year3 | $488,295 | ExcessFromYear3Amt |
| Excess From Year2 | $598,951 | ExcessFromYear2Amt |
| Excess From Year1 | $796,173 | ExcessFromYear1Amt |
| Excess From Current Year | $599,230 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLEN LEE FERGUSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELLEN LEE FERGUSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 41ST AVE EAST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2067999589 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT (206)633-0827 OR (OGLEFOUNDS@AOL.COM) FOR APPLICATION FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, AUGUST 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALASKA WILDERNESS LEAGUE | |||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATIONS, YEAR 2 OF 3 | $25,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| ANCHORAGE MUSEUM | |||||||
| 625 C STREET | ANCHORAGE | AK | 99501 | NONE | PC | NORTHERN CARTOGRAPHIES: RESHAPING LANDSCAPES | $10,000 |
| ARTSFUND | |||||||
| 10 HARRISON ST SUITE 200 | SEATTLE | WA | 98109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BLACKPAST ORG | |||||||
| 4545 SAND POINT WAY NE APT 601 | SEATTLE | WA | 981053930 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| BRAIDED RIVER | |||||||
| 1001 SW KLICKITAT WAY | SEATTLE | WA | 981341161 | NONE | PC | RAPID RESPONSE CAMPAIGN, ORCA SHARED WATERS, SHARED HOME | $20,000 |
| BURKE MUSEUM | |||||||
| U OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | NONE | PC | RAY TROLL EXHIBIT, ANNUAL FUND, GENERAL OPERATIONS | $55,000 |
| CAPITOL HILL HOUSING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 981222568 | NONE | PC | CAPITOL HILL ECODISTRICT | $15,000 |
| CASCADE FOREST CONSERVANCY | |||||||
| 4506 SE BELMONT STREET SUITE 230A | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXTENSION S | SEATTLE | WA | 98104 | NONE | PC | CAPITAL CAMPAIGN $150K OVER 3 YEARS | $50,000 |
| COLUMBIA LAND TRUST | |||||||
| 850 OFFICERS ROW | VANCOUVER | WA | 98661 | NONE | PC | WILDBOY FOREST | $7,500 |
| COLUMBIA RIVERKEEPER | |||||||
| 407 PORTWAY AVE | HOOD RIVER | OR | 97031 | NONE | PC | CLEAN HANFORD ENGAGEMENT PROJECT | $10,000 |
| CONSERVATION NW | |||||||
| 1829 10TH AVE W STE B | SEATTLE | WA | 98119 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| COOK INLETKEEPER | |||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | NONE | PC | PROJECTS WITH TRIBAL GOVERNMENTS | $10,000 |
| DELRIDGE NEIGHBORHOODS DEVELOPMENT ASSN | |||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | NONE | PC | ENVIRONMENTAL PROGRAMS | $7,500 |
| DUNGENESS RIVER AUDUBON CENTER | |||||||
| PO BOX 2450 | SEQUIM | WA | 98382 | NONE | PC | DUNGENESS WATERSHED TOPOGRAPHICAL EXHIBIT | $10,000 |
| DUWAMISH TRIBAL SERVICES | |||||||
| 4705 W MARGINAL WAY SW | SEATTLE | WA | 98106 | NONE | PC | ORCA LEVEL GALA AND AUCTION 2020 | $5,000 |
| EARTHCORPS | |||||||
| 6310 NE 74TH ST STE 201E | SEATTLE | WA | 98115 | NONE | PC | PORT GAMBLE S'KLALLAM TRIBE VEGETATION PLAN | $10,000 |
| EASTERN WASHINGTON UNIVERSITY | |||||||
| 102 HARGREAVES HALL 616 STUDY LANE | CHENEY | WA | 99004 | NONE | PC | PRAIRIE RESTORATION PROJECT | $7,500 |
| EVERGREEN STATE COLLEGE FOUNDATION | |||||||
| 2700 EVERGREEN PKWY NW | OLYMPIA | WA | 98505 | NONE | PC | LONGHOUSE EDUCATION AND CULTURAL CENTER | $25,000 |
| FRIENDS OF BADGER MOUNTAIN | |||||||
| PO BOX 24 | RICHLAND | WA | 99352 | NONE | PC | LITTLE BADGER MOUNTAIN URBAN PUBLIC PARK PROJECT | $7,500 |
| FRIENDS OF SEATTLE WATERFRONT | |||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | NONE | PC | CAPITAL CAMPAIGN, YEAR 2 OF 2, FINAL | $25,000 |
| HANFORD CHALLENGE | |||||||
| 2719 E MADISON ST STE 304 | SEATTLE | WA | 98112 | NONE | PC | FORUM FOR SHARED CONSERVATION | $15,000 |
| HIGH DESERT JOURNAL | |||||||
| PO BOX 23012 | FEDERAL WAY | WA | 980930012 | NONE | PC | WILDLIFE PROGRAMS | $7,500 |
| HIGHLINE HISTORICAL SOCIETY | |||||||
| 819 SW 152ND ST | BURIEN | WA | 98166 | NONE | PC | CULTURAL HERITAGE PROGRAMS | $5,000 |
| HISTORY LINK | |||||||
| 1411 4TH AVE STE 803 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| HUMANITIES WASHINGTON | |||||||
| 1204 MINOR AVE | SEATTLE | WA | 98101 | NONE | PC | VIRTUAL BEDTIME STORIES 2020 | $5,000 |
| INLAND NORTHWEST LAND CONSERVANCY | |||||||
| 35 W MAIN AVE SUITE 210 | SPOKANE | WA | 99201 | NONE | PC | NATURE PRESERVE ALONG LITTLE SPOKANE RIVER | $7,500 |
| JEFFERSON COUNTY HISTORICAL SOCIETY | |||||||
| 540 WATER STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | YEAR 2 OF 3 | $20,000 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL OPERATIONS, YEAR 2 OF 2 FINAL | $15,000 |
| KOAHNIC BROADCAST CORP | |||||||
| 3600 SAN JERONIMO DRIVE SUITE 480 | ANCHORAGE | AK | 99508 | NONE | PC | KBC CLIMATE DESK PROJECT | $7,500 |
| LONG LIVE THE KINGS | |||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 981012628 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| MARYHILL MUSEUM OF ART | |||||||
| 35 MARYHILL MUSEUM DRIVE | GOLDENDALE | WA | 98620 | NONE | PC | STONEHENGE MEMORIAL RESTORATION | $7,500 |
| MOHAI | |||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | NONE | PC | 2020 MOHAI YOUTH ADVISORS | $7,500 |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 80 S WARREN | HELENA | MT | 59601 | NONE | PC | PROTECT AND DEFEND THE BADGER, TWO MEDICINE | $10,000 |
| MUSEUM AT WARM SPRINGS | |||||||
| PO BOX 909 | WARM SPRINGS | OR | 97761 | NONE | PC | STAFF DEVELOPEMENT OPPORTUNITIES | $11,000 |
| NA'AH ILLAHEE | |||||||
| 1620 18TH AVE SUITE 101 | SEATTLE | WA | 98122 | NONE | PC | GENERAL OPERATIONS, CONVENING ENVIRONMENTAL ISSUES | $10,000 |
| NATIONAL FEDERATION FOR THE BLIND | |||||||
| PO BOX 2516 | SEATTLE | WA | 98111 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $300 |
| NATIONAL FOREST FOUNDATION | |||||||
| 5005 3RD AVE SO | SEATTLE | WA | 98134 | NONE | PC | YOUTH PROJECT WITH STILLAGUAMISH TRIBE | $10,000 |
| NORTH CASCADES INSTITUTE | |||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | NONE | PC | GENERAL OPERATIONS | $8,000 |
| NORTH OLYMPIC LAND TRUST | |||||||
| PO BOX 2945 | PORT ANGELES | WA | 983620336 | NONE | PC | CONSERVATION PROGRAM JAMESTOWN S'KLALLAM- ORIGINAL CHECK VOIDED | $7,500 |
| NORTHWEST INDIAN COLLEGE | |||||||
| 2522 KWINA RD | BELLINGHAM | WA | 98226 | NONE | PC | FALL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON | $500 |
| NORTHWEST STRAITS FOUNDATION | |||||||
| 1155 N STATE ST STE 402 | BELLINGHAM | WA | 98225 | NONE | PC | MAP PROJECT WITH SAMISH NATION | $9,200 |
| NW MUSEUM OF ARTS & CULTURE | |||||||
| 2316 WEST FIRST AVE | SPOKANE | WA | 99201 | NONE | SO III FI | "AWAKENINGS" TRADITIONAL CANOE EXHIBIT | $5,000 |
| OREGON NATURAL DESERT ASSOCIATION | |||||||
| 50 SW BOND ST 4 | BEND | OR | 97702 | NONE | PC | TRIBAL STEWARDS PROGRAM | $6,500 |
| OXBOW CENTER FOR SUSTAINABLE AGRICULTURE AND THE ENVIRONMENT | |||||||
| 10819 CARNATION DUVALL RD NE | CARNATION | WA | 980149514 | NONE | POF | RESTORING SPAWNING HABITAT OF ENDANGERED CHINOOK | $7,500 |
| PACIFIC SCIENCE CENTER | |||||||
| 200 SECOND AVENUE NORTH | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| PAWS | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | FALL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON | $1,000 |
| PCC FARMLAND TRUST | |||||||
| PO BOX 2206 | SEATTLE | WA | 98111 | NONE | PC | EARTH DAY EVENT | $2,500 |
| PLANNED PARENTHOOD | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $1,000 |
| PORT TOWNSEND MARINE SCIENCE SOCIETY FORT WORDEN STATE PARK | |||||||
| 532 BATTERY WAY | PORT TOWNSEND | WA | 983683636 | NONE | PC | GERNERAL OPERATIONS | $10,000 |
| POTLATCH FUND | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| PRATT MUSEUM | |||||||
| 3779 BARTLETT ST | HOMER | AK | 99603 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| PUGET SOUNDKEEPER ALLIANCE | |||||||
| 130 NICKERSON STREET STE 107 | SEATTLE | WA | 98109 | NONE | PC | PUGET SOUND LEADERSHIP, CLEAN WATER REGULATION | $5,000 |
| PURRFECT PALS | |||||||
| 230 MCRAE RD NE | ARLINGTON | WA | 98223 | NONE | PC | FALL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON | $1,000 |
| QUIMPER UNITARIAN UNIVERSALIST FELLOWSHIP | |||||||
| 2333 SAN JUAN AVE | PORT TOWNSEND | WA | 983686253 | NONE | PC | PHASE 1 CHETZEMOKA TRAIL | $15,000 |
| RED EAGLE SOARING | |||||||
| 108 S WASHINGTON ST STE 308 | SEATTLE | WA | 98104 | NONE | PC | EAGLE SPONSORSHIP RESGIVING | $2,500 |
| RESOURCES FOR SUSTAINABLE COMMUNITIES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| SEATTLE AQUARIUM | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | NONE | PC | YEAR 2 OF 5, GENERAL OPERATIONS | $57,500 |
| SEATTLE AUDUBON SOCIETY | |||||||
| 8050 35TH AVE NE - | SEATTLE | WA | 981154815 | NONE | PC | FALL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON | $8,500 |
| SEATTLE HUMANE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | FALL GIFT IN MEMORY OF TRUSTEE JANE FERGUSON | $1,500 |
| SKAGIT LAND TRUST | |||||||
| PO BOX 1017 | MOUNT VERNON | WA | 98273 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| SOLID GROUND WASHINGTON | |||||||
| 1501 N 45TH ST | SEATTLE | WA | 981036708 | NONE | PC | COMMUNITY FOOD EDUCATION | $7,500 |
| SOUTHEAST ALASKA CONSERVATION COUNCIL | |||||||
| 224 GOLD ST | JUNEAU | AK | 99801 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| SQUAXIM MUSEUM LIBRARY & RESEARCH CENTER | |||||||
| SE 150 KWUH-DEEGS-ALTXW | SHELTON | WA | 98584 | NONE | PC | STEAM EXHIBITS | $10,000 |
| SR3 | |||||||
| 2255 HARBOR AVE SW 101 | SEATTLE | WA | 98126 | NONE | PC | CONSTRUCT WILDLIFE HOSPITAL | $7,500 |
| TOWNHALL SEATTLE | |||||||
| 1119 8TH AVE | SEATTLE | WA | 98101 | NONE | PC | TOWN GREEN | $10,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| TULALIP FOUNDATION | |||||||
| 8825 34TH AVE NE L-242 | TULALIP | WA | 98271 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| UNION GOSPEL MISSION | |||||||
| PO BOX 202 | SEATTLE | WA | 98111 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| UNITED INDIANS OF ALL TRIBES FOUNDATION | |||||||
| PO BOX 99100 | SEATTLE | WA | 981390100 | NONE | PC | 3 YEARS, 2018-2020 FINAL | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 407 GERBERDING HALL | SEATTLE | WA | 98195 | NONE | PC | "FERGIE" PENGUINS, CELEBRATION 2020, BOOKS: JESINTEL & THE ART OF CEREMONY | $15,000 |
| WASHINGTON ASSOCIATION LAND TRUST | |||||||
| PO BOX 2001 | SEATTLE | WA | 98111 | NONE | PC | KEEPING WASHINGTON FORESTS PROTECTED AND CONNECTED | $7,500 |
| WASHINGTON ENVIRONMENTAL COUNCIL | |||||||
| 1402 THIRD AVENUE SUITE 1400 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| WASHINGTON'S NATIONAL PARK FUND | |||||||
| 1904 THIRD AVE 400 | SEATLE | WA | 98101 | NONE | PC | VOLUNTEER PROGRAMS IN OLYMPIC NATIONAL PARK | $7,500 |
| WESTERN RIVERS CONSERVANCY | |||||||
| 71 SW OAK STREET | PORTLAND | OR | 97204 | NONE | PC | NISQUALLY RIVER PROJECT | $7,500 |
| WHIDBEY INSTITUTE | |||||||
| PO BOX 57 | CLINTON | WA | 982360057 | NONE | PC | FOREST STEWARDSHIP PLAN TRAINING & IMPLEMENTATION | $10,000 |
| WING LUKE ASIAN MUSEUM | |||||||
| 719 S KING ST | SEATTLE | WA | 98104 | NONE | PC | RESILIENCE FUND CONTRIBUTION, GUILTY PARTY EXHIBITION, CHINATOWN ID AND THE COVID 19 PANDEMIC | $45,000 |
| WOODLAND PARK ZOO | |||||||
| 601 N 59TH ST | SEATTLE | WA | 98103 | NONE | PC | PACIFIC NW REVISION (MULTIYEAR) YEAR 3 OF 3 | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $900,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,542,373 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,575,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,575,127 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OXBOW CENTER FOR SUSTAINABLE AGRICULTURE AND THE ENVIRONMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10819 CARNATION DUVALL RD NE | AddressLine1Txt |
| City | CARNATION | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980149514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-09-12 | GrantDt |
| Grant | $7,500 | GrantAmt |
| Purpose Of Grant | RESTORING SPAWNING HABITAT OF ENDANGERED CHINOOK | PurposeOfGrantTxt |
| Expended By Grantee | $7,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO FUNDS HAVE BEEN DIVERTED TO ANY OTHER PURPOSE. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | FINAL REPORTS RECEIVED 2021 | DatesOfReportsByGranteeTxt |
| Results Of Verification | GRANTEE 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 (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS | $579,194 | $1,950,468 |
| AMAZON COM INC | $408,523 | $781,663 |
| APPLE INC | $634,189 | $1,008,444 |
| CLOUDFLARE INC | $417,442 | $486,336 |
| CROWDSTRIKE HOLDINGS INC | $73,890 | $84,728 |
| MASTERCARD INC | $51,119 | $713,880 |
| MICROSOFT CORP | $611,475 | $1,882,118 |
| SERVICENOW INC | $388,272 | $605,473 |
| ZSCALER INC | $374,718 | $559,188 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEETING EXPENSE | $587 | $0 | $587 |
| QUICKBOOKS/INTUIT | $140 | $0 | $140 |
| LICENSES AND PERMITS | $75 | $0 | $75 |
| BANK/WIRE FEES | $50 | $0 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NW GRANTMAKERS FEE | $7,892 | $0 | $7,892 |
| INVESTMENT ADVISOR FEE | $75,483 | $75,483 | $0 |
| NONPROFIT MEMBERSHIP EXPENSE | $12,000 | $0 | $12,000 |
| HART MANAGEMENT | $2,000 | $0 | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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