THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-10
- IRS object ID
- 201902539349100805
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-10T14:09:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARINA B STADELMAN | PreparerPersonNm |
| PTIN | P00363599 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Preparation | 2019-08-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-20 | IPDt |
| IP Tm | 19:25:43 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92E4E1887166A1A95AEA2354EF277E907B8DEB06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,957,911 | 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 | $248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,251,459 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,838 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,142 | 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 | $7,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,509 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,509 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,658 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,771 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $902,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $902,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,008,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $928,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$798,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,091 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,392,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,411,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,731,820 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,394,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,637,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,957,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,394,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,637,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,394,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,637,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,394,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,637,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,394,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$798,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,226 | OtherIncreasesAmt |
| Subtotal | $2,637,596 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,637,596 | 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 - SHORT TERM | P | $1,438,087 | $1,474,933 | -$36,846 | -$36,846 |
| PUBLICLY TRADED SECURITIES - LONG TERM | P | $813,372 | $595,688 | $217,684 | $217,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $748,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,616,046 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $734,588 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,326,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137910 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,012,355 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $429,109 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,062,322 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $370,459 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,647,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065593 | DistributionYr5Rt |
| Total Distribution | 0.413518 | TotalDistributionRt |
| Average Distribution | 0.082704 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,619,360 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $547,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $548,817 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $928,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | $6,589,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,720,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,720,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,619,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,369 | TotalTaxAmt |
| Distributable Before Adj | $329,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $329,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $329,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $928,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $928,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $927,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $103,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $470,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $488,295 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,193,835 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $928,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $329,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $598,951 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,792,786 | 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 | $103,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,689,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,878 | ExcessFromYear4Amt |
| Excess From Year2 | $470,169 | ExcessFromYear2Amt |
| Excess From Year1 | $488,295 | ExcessFromYear1Amt |
| Excess From Current Year | $598,951 | 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 (74 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 SUPPORT | $15,000 |
| ANCHORAGE MUSEUM ASSOCIATION | |||||||
| 625 C STREET | ANCHORAGE | AK | 99501 | NONE | PC | POLAR LAB | $10,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | SCHOLARSHIPS | $10,000 |
| ARTSFUND | |||||||
| 10 HARRISON ST SUITE 200 | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| ASIA PACIFIC CULTURAL CENTER | |||||||
| 4851 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC | PROMISED LEADERS OF TOMORROW EXPANSION | $5,000 |
| AUDUBON WASHINGTON | |||||||
| 8050 35TH AVE NE | SEATTLE | WA | 98115 | NONE | PC | GENERAL SUPPORT | $7,500 |
| BIRD NOTE | |||||||
| PO BOX 99456 | SEATTLE | WA | 98139 | NONE | PC | GENERAL SUPPORT | $13,000 |
| BUFFALO WOLF FOUNDATION | |||||||
| PO BOX 226 | BRIDGER | MT | 59014 | NONE | PC | PLEDGE 1 OF 3 | $10,000 |
| BURKE MUSEUM | |||||||
| U OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | NONE | PC | NEW BURKE PROTOTYPE EXHIBIT, AUCTION POOL FUND, NEW BURKE 5 YEARS, ANNUAL FUND | $70,000 |
| CASCADE FOREST CONSERVANCY | |||||||
| 4506 SE BELMONT STREET SUITE 230A | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXTENSION S | SEATTLE | WA | 98104 | NONE | PC | ART & CULTURE PROGRAM | $10,000 |
| COOK INLETKEEPER | |||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| COLUMBIA RIVERKEEPER | |||||||
| 407 PORTWAY AVE | HOOD RIVER | OR | 97031 | NONE | PC | HANFORD WORK | $8,000 |
| NORTHWEST STRAITS MARINE CONSERVATION FOUNDATION | |||||||
| 1155 N STATE ST STE 402 | BELLINGHAM | WA | 98225 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| CHILDREN OF THE SETTING SUN | |||||||
| PO BOX 1571 | BELLINGHAM | WA | 98227 | NONE | PC | SPIRIT OF THE SOCKEYE | $7,500 |
| CHIMPANZEE SANCTUARY NORTHWEST | |||||||
| PO BOX 952 | CLE ELUM | WA | 98922 | NONE | PC | OPERATINS AND BRING THEM HOME CAMPAIGN | $10,000 |
| CITY FRUIT | |||||||
| 2524 16TH AVE S 301 | SEATTLE | WA | 98144 | NONE | PC | FRUIT TREE TOOLS & TRAINING PROGRAM | $2,500 |
| CONSERVATION NW | |||||||
| 1829 10TH AVE W STE B | SEATTLE | WA | 98119 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| CONFLUENCE PROJECT | |||||||
| 1109 EAST 5TH STREET | VANCOUVER | WA | 98661 | NONE | PC | INSTALL MAYA LIN PROJECT AT CELILO PARK | $12,500 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| DELTA RESCUE | |||||||
| PO BOX 952 | GLENDALE | CA | 91209 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| FRIENDS OF SEATTLE WATERFRONT | |||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | NONE | PC | OUTREACH AND COMMUNICATIONS | $10,000 |
| DUNGENESS RIVER AUDUBON CENTER | |||||||
| PO BOX 2450 | SEQUIM | WA | 98382 | NONE | PC | BUILDING EXPANSION | $10,000 |
| EARTHCORPS | |||||||
| 6310 NE 74TH ST STE 201E | SEATTLE | WA | 98115 | NONE | PC | POLLINATOR CORRIDORS | $7,500 |
| HIGHLINE HISTORICAL SOCIETY | |||||||
| 819 SW 152ND ST | BURIEN | WA | 98166 | NONE | PC | HIGHLINE HERITAGE MUSEUM | $10,000 |
| HANFORD CHALLENGE | |||||||
| 2719 E MADISON ST STE 304 | SEATTLE | WA | 98112 | NONE | PC | FORUM FOR SHARED CONSERVATION | $15,000 |
| HISTORY LINK | |||||||
| 1411 4TH AVE STE 803 | SEATTLE | WA | 98101 | NONE | PC | SPONSORSHIP HISTORY LUNCH | $5,000 |
| HUMANITIES WASHINGTON | |||||||
| 1204 MINOR AVE | SEATTLE | WA | 98101 | NONE | PC | TWIN HARBORS PROJECT | $32,500 |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HWY 97 | BEND | OR | 97702 | NONE | PC | WILDLIFE PROGRAMS | $5,000 |
| JEFFERSON CLEMENTE FOUNDATION | |||||||
| PO BOX 1774 | PORT TOWNSEND | WA | 98368 | NONE | PC | OPERATIONS SUPPORT | $10,000 |
| JEFFERSON COUNTY HISTORICAL SOCIETY | |||||||
| 540 WATER STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | MAJOR EXHIBIT GALLERY, HUGH AND JANE FERGUSON GALLERY | $10,000 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL SUPPORT | $30,000 |
| KOAHNIC BROADCAST CORP | |||||||
| 3600 SAN JERONIMO DRIVE SUITE 480 | ANCHORAGE | AK | 99508 | NONE | PC | YOUNG MEDIA MAKERS | $5,000 |
| LHAW TEMISH FOUNDATION FORMERLY KNOWN AS LUMMI NATION SERVICE ORGANIZATION | |||||||
| 2665 KWINA RD | BELLINGHAM | WA | 98226 | NONE | PC | SALISH SEA/TOKITAE TOTEM POLE JOURNEY | $12,500 |
| THE MOUNTAINS TO SOUND GREENWAY TR | |||||||
| 2701 1ST AVENUE | SEATTLE | WA | 98121 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| MOHAI | |||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | NONE | PC | ESCURTIS 150 SERIES | $5,000 |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 80 S WARREN | HELENA | MT | 59601 | NONE | PC | BLACKFEET YOUTH PROJECT | $7,500 |
| MUSEUM OF GLASS | |||||||
| 1801 DOCK STREET | TACOMA | WA | 98402 | NONE | PC | TRANSLATIONS: AN EXPLORATION OF GLASS | $5,000 |
| NAACP | |||||||
| PO BOX 22148 | SEATTLE | WA | 98122 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| NATIONAL FEDERATION FOR THE BLIND | |||||||
| PO BOX 2516 | SEATTLE | WA | 98111 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $300 |
| NATUREBRIDGE | |||||||
| 28 GEARY STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | ENVIRONMENTAL SCIENCE EDUCATION PROGRAM | $7,500 |
| NORTH CASCADES INSTITUTE | |||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | NONE | PC | FOREST SCHOOL DAY PROGRAM | $7,500 |
| PACIFIC SCIENCE CENTER | |||||||
| 200 SECOND AVENUE NORTH | SEATTLE | WA | 98109 | NONE | PC | MERCER SLOUGH ENVIRO SCIENCE | $10,000 |
| PAWS | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | CAPITAL CAMPAIGN | $40,000 |
| PET PRIDE | |||||||
| 3350 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| PLANNED PARENTHOOD | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON FOR GENERAL OPERATIONS | $1,000 |
| POINT DEFIANCE ZOO | |||||||
| 5400 NORTH PEARL STREET | TACOMA | WA | 98407 | NONE | PC | NORTHWEST WATERS | $10,000 |
| POTLATCH FUND | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $15,000 |
| PUGET SOUNDKEEPER ALLICANCE | |||||||
| 130 NICKERSON STREET STE 107 | SEATTLE | WA | 98109 | NONE | PC | CLEAN WATER REGULATION & ENFORCEMENT PROJECT | $5,000 |
| PURRFECT PALS | |||||||
| 230 MCRAE RD NE | ARLINGTON | WA | 98223 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| RED EAGLE SOARING | |||||||
| 108 S WASHINGTON ST STE 308 | SEATTLE | WA | 98104 | NONE | PC | TOURING SPRING PLAY | $7,500 |
| RE SOURCES FOR SUSTAINABLE COMMUNITIES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | NONE | PC | NORTH PUGET SOUND INTERTIDAL MONITORING AND CITIZEN SCIENCE PROJECT | $7,500 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | NONE | PC | CURTIS EXHIBIT DOUBLE EXPOSURE | $15,000 |
| SEATTLE AQUARIUM | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $7,500 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | INDIGENOUS PEOPLES INSTITUTE | $7,500 |
| SEATTLE HUMANE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | CAPITAL CAMPAIGN & ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $26,000 |
| SEATTLE PARKS FOUNDATION | |||||||
| 105 SOUTH MAIN STREET | SEATTLE | WA | 98104 | NONE | PC | SEWARD PARK TORII PROJECT - ADDITIONAL REQUEST | $55,000 |
| SEATTLE PUBLIC LIBRARY | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | NONE | PC | DIGITAL SEATTLE PI PURCHASE, RENOVATING SPECIAL COLLECTIONS | $25,000 |
| SKAGIT LAND TRUST | |||||||
| PO BOX 1017 | MOUNT VERNON | WA | 98273 | NONE | PC | GENERAL SUPPORT | $11,000 |
| ST LABRE INDIAN SCHOOL | |||||||
| PO BOX 216 | ASHLAND | MT | 59003 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| TOWNHALL SEATTLE | |||||||
| 1119 8TH AVE | SEATTLE | WA | 98101 | NONE | PC | ENVIRONMENTAL SERIES TOWN GREEN & CAPITAL CAMPAIGN | $30,000 |
| TREE HOUSE ANIMAL FOUNDATION | |||||||
| 1212 W CARMEN AVE | CHICAGO | IL | 60640 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| UNION GOSPEL MISSION | |||||||
| PO BOX 202 | SEATTLE | WA | 98111 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| UNITED NEGRO COLLEGE FUND | |||||||
| PO BOX 104444 | FAIRFAX | VA | 22031 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 351800 | SEATTLE | WA | 98195 | NONE | PC | GENERAL SUPPORT | $33,500 |
| WHITE RIVER VALLEY HISTORICAL SOCIETY | |||||||
| 918 H STREET SE | AUBURN | WA | 98002 | NONE | PC | SASQUATCH: ANCIENT NATIVE PERSPECTIVE | $3,500 |
| WING LUKE ASIAN MUSEUM | |||||||
| 719 S KING ST | SEATTLE | WA | 98104 | NONE | PC | LORE EXHIBIT & OPEN HOUSING | $35,000 |
| WOODLAND PARK ZOO | |||||||
| 601 N 59TH ST | SEATTLE | WA | 98103 | NONE | PC | CREATING PACIFIC NORTHWEST EXHIBIT | $34,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20090 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| WESTERN RIVERS CONSERVATORY | |||||||
| 71 SW OAK STREET | PORTLAND | OR | 97204 | NONE | PC | METHOW VALLEY CONSERVATION | $10,000 |
| UNIVERSITY OF ALASKA FOUNDATION | |||||||
| PO BOX 755120 | FAIRBANKS | AK | 997755120 | NONE | PC | MUSEUM RENOVATION AND EXPANSION | $10,000 |
| MOSES LAKE MUSEUM | |||||||
| 401 S BALSAM STREET | MOSES LAKE | WA | 98837 | NONE | GOVERNMENT | WMA SPONSORSHIP, UPGRADE WEBSITE | $2,500 |
| UNITED INDIANS OF ALL TRIBES FOUNDATION | |||||||
| PO BOX 99100 | SEATTLE | WA | 98139 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EVERGREEN STATE COLLEGE FOUNDATION | |||||||
| 2700 EVERGREEN PKWY NW | OLYMPIA | WA | 98505 | NONE | PC | GENERAL SUPPORT | $50,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $902,612 | 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 | $248 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $180,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $209,142 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,142 | 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 | $7,018 | Amt |
| Net Investment Income | $3,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,509 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS | $716,214 | $1,244,320 |
| ALPHABET INC | $242,035 | $313,790 |
| AMAZON COM INC | $447,133 | $720,946 |
| MASTERCARD INC | $309,209 | $1,452,605 |
| MICROSOFT CORP | $485,320 | $782,089 |
| VISA INC | $211,594 | $1,218,070 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE FEE | $35 | $0 | $35 |
| MEETING EXPENSE | $849 | $0 | $849 |
| QUICKBOOKS | $145 | $0 | $145 |
| TRAVEL EXPENSE | $742 | $0 | $742 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV TO COST BASIS - STOCK GRANT | Desc |
| Amt | $42,226 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NW GRANTMAKERS FEE | $8,819 | $0 | $11,898 |
| INVESTMENT ADVISOR FEE | $68,737 | $68,737 | $0 |
| PHILANTHROPHY NORTHWEST | $3,260 | $0 | $3,260 |
| ADVANCEMENT NORTHWEST SEATTLE | $5,500 | $0 | $5,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,291 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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