THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349101808
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:32:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-03-28 | 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 | 2017-03-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-28 | IPDt |
| IP Tm | 13:09:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 698BABE4E20E1CAD5F53624CD3FC40547ED49931 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,124,286 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,678,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,311 | 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 | $16,432 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,216 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,138 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $434 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $709,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $709,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $796,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $734,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$627,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $286,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,144 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,510,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,089,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,082,142 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,796,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,132,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,124,286 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $154,464 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $118,018 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $154,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,018 | 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 | $3,641,661 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,014,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,641,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,014,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,796,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,132,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,641,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$627,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,014,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,014,101 | 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 | P | $1,005,354 | $789,298 | $216,056 | $216,056 |
| Publicly traded securities | P | $661,246 | $773,745 | -$112,499 | -$112,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,012,355 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005934 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $429,109 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,062,322 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $370,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,647,885 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $340,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $983,601 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.345958 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $239,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.508051 | DistributionYr5Rt |
| Total Distribution | 1.996319 | TotalDistributionRt |
| Average Distribution | 0.399264 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,326,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,126,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $955 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,127,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $734,588 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,439 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,439 | TotalPaymentsAndCreditsAmt |
| Tax Due | $471 | TaxDueAmt |
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 |
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 | $5,214,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,407,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,407,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,326,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,910 | TotalTaxAmt |
| Distributable Before Adj | $264,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $734,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $734,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $734,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $350,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,057 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,878 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $878,334 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $734,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $470,169 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,348,503 | 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 | $350,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $997,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,057 | ExcessFromYear4Amt |
| Excess From Year3 | $103,493 | ExcessFromYear3Amt |
| Excess From Year2 | $131,878 | ExcessFromYear2Amt |
| Excess From Current Year | $470,169 | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS FUND | |||||||
| 10 Harrison st suite 200 | seattle | WA | 98109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| burke museum | |||||||
| U OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | NONE | PC | ELWHA EXHIBIT, TABLE SPONSORSHIP, CURATORS DINNER, ANNUAL GIFT, BILL HOLM EXHIBIT | $85,000 |
| Chimpanzee Sanctuary Northwest | |||||||
| PO Box 952 | Cle Elum | WA | 98922 | none | PC | General SUPPORT | $10,000 |
| COOK INTLET KEEPER | |||||||
| 406 G STREET suite 209 | ANCHORAGE | AK | 99501 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Defenders of Wildlife | |||||||
| 1130 17th Street NW | Washington | DC | 20036 | none | PC | Okanagan Highlands | $400 |
| Delta Rescue | |||||||
| PO Box 952 | Glendale | CA | 91209 | none | PC | Annual gift in memory of Jane Ferguson | $500 |
| frye museum | |||||||
| 704 Terry Avenue | Seattle | WA | 98104 | none | PC | GENERAL OPERATIONS | $20,000 |
| HISTORIC SEATTLE | |||||||
| 1117 Minor Avenue | Seattle | WA | 98101 | NONE | PC | WASHINGTON PERFORMANCE HALL | $5,000 |
| History link | |||||||
| 1411 4th Ave Ste 803 | Seattle | WA | 98101 | none | PC | SPONSORSHIP HISTORY LUNCH | $10,000 |
| Humane Society of SeattleKing County | |||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | none | PC | GENERAL OPERATIONS | $25,000 |
| humanities washington | |||||||
| 1204 MINOR AVE | SEATTLE | WA | 98101 | none | PC | SUPPORT FOR BEDTIME STORIES PROGRAM | $35,000 |
| MOHAI | |||||||
| po box 80816 | SEAttle | WA | 98108 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| NAACP | |||||||
| PO Box 22148 | Seattle | WA | 98122 | none | PC | Annual gift in memory of Jane Ferguson | $400 |
| National Federation for the Blind | |||||||
| P Box 2516 | Seattle | WA | 98111 | none | PC | Annual gift in memory of Jane Ferguson | $300 |
| NATUREBRIDGE OLYMPIC | |||||||
| 1402 Third Ave Suite 618 | seattle | WA | 98101 | NONe | PC | TRIBAL YOUTH INVOLVEMENT IN ELWHA PROJECT | $7,500 |
| 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 | $1,000 |
| Port Townsend Marine Science Center | |||||||
| 532 Battery Way | Port Townsend | WA | 98368 | none | PC | general operations | $10,000 |
| POTLATCH FUND | |||||||
| 1200 Fifth Avenue Suite 1300 | Seattle | WA | 98101 | none | PC | general SUPPORT | $15,000 |
| puget soundkeeper ALLIANCE | |||||||
| 130 Nickerson Street STE 107 | SEATtle | WA | 98109 | none | PC | GENERAL OPERATIONS | $5,000 |
| Purrfect Pals | |||||||
| 230 Mcrae Rd NE | Arlington | WA | 98223 | none | PC | Annual gift in memory of Jane Ferguson | $500 |
| 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 | golden dragon water puppet theatre | $27,500 |
| 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 |
| Wing Luke Asian Museum | |||||||
| 719 S King St | Seattle | WA | 98104 | none | PC | korean americans in WA | $25,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 601 N 59th St | Seattle | WA | 98103 | none | PC | Penguin Exhibit | $25,000 |
| World Wildlife Fund | |||||||
| 1250 Twenty-Fourth Street NW | Washington | DC | 20090 | none | PC | Annual gift in memory of Jane Ferguson | $400 |
| BIRD NOTE | |||||||
| po box 99456 | Seattle | WA | 98139 | none | PC | general SUPPORT | $10,000 |
| BLACK PAST | |||||||
| 4616 25th Avenue NE PMB 222 | Seattle | WA | 98105 | none | PC | general SUPPORT | $10,000 |
| ALASKA CONSERVATION FOUNDATION | |||||||
| 911 West 8th Ave Suite 300 | Anchorage | AK | 99501 | none | PC | general SUPPORT | $7,500 |
| ALASKA WILDERNESS LEAGUE | |||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | none | PC | general SUPPORT | $15,000 |
| AUDUBON WASHINGTON | |||||||
| 8050 35TH AVE NE | SEATTLE | WA | 98115 | none | PC | general SUPPORT | $5,000 |
| Center for Urban Horitculture | |||||||
| 3501 NE 41ST STREET | SEATTLE | WA | 98195 | none | PC | general SUPPORT | $5,000 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2nd ave extension s | seattle | WA | 98104 | none | PC | general SUPPORT | $7,500 |
| City Fruit | |||||||
| 2524 16TH AVE S 301 | SEATTLE | WA | 98144 | none | PC | general SUPPORT | $3,500 |
| Forterra | |||||||
| 901 5th avenue ste 2200 | Seattle | WA | 98164 | none | PC | general SUPPORT | $25,000 |
| Gifford Pinchot Task | |||||||
| 4506 SE BELMONT STREET SUITE 230A | PORTLAND | OR | 97215 | none | PC | general SUPPORT | $5,000 |
| Jefferson Land and Trust | |||||||
| 1033 LAWRENCE STREET | PORT TOWNSEND | WA | 98368 | none | PC | general SUPPORT | $12,500 |
| Koahnic Broadcast Corp | |||||||
| 3600 San Jeronimo drive Suite 480 | Anchorage | AK | 99508 | none | PC | general SUPPORT | $6,000 |
| KPLU FM Tacoma | |||||||
| PO BOX 44459 | TACOMA | WA | 98448 | none | PC | general SUPPORT | $15,000 |
| Maryhill Museum of Art | |||||||
| 35 Maryhill Museum Dr | Goldendale | WA | 98682 | none | PC | general SUPPORT | $10,000 |
| Nimiipuu Protecting the environment | |||||||
| PO BOX 452 | LAPWAI | ID | 83540 | none | PC | general SUPPORT | $3,000 |
| North Cascades Institute | |||||||
| 810 State Route 20 | Sedro Woolley | WA | 98284 | none | PC | general SUPPORT | $7,500 |
| Organic Farm School | |||||||
| PO BOX 837 | FREELAND | WA | 98249 | none | PC | general SUPPORT | $15,000 |
| Pacific Science Center | |||||||
| 200 Second Avenue North | Seattle | WA | 98109 | none | PC | general SUPPORT | $7,500 |
| Paws | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | none | PC | general SUPPORT | $25,000 |
| Pike Market Foundation | |||||||
| 85 PIKE STREET 500 | SEATTLE | WA | 98101 | none | PC | general SUPPORT | $12,500 |
| Ping Chong and Company | |||||||
| 47 great jones street 6 | new york | NY | 10012 | none | PC | general SUPPORT | $25,000 |
| Point Defiance Zoo | |||||||
| 5400 North Pearl Street | Tacoma | WA | 98407 | none | PC | general SUPPORT | $10,000 |
| RE Sources for Sustainable Community | |||||||
| 2309 Meridian Street | Bellingham | WA | 98225 | none | PC | general SUPPORT | $5,000 |
| Seattle Aquarium | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | none | PC | general SUPPORT | $7,500 |
| The Seattle Foundation | |||||||
| 1601 Fifth Avenue Suite 1900 | Seattle | WA | 98101 | none | PC | general SUPPORT | $15,000 |
| Seattle Humane | |||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | none | PC | general SUPPORT | $26,000 |
| Seattle Public Library | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | none | PC | general SUPPORT | $25,000 |
| Skagit Land Trust | |||||||
| PO BOX 1017 | MOUNT VERNON | WA | 98273 | none | PC | general SUPPORT | $1,000 |
| Solid Ground | |||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | none | PC | general SUPPORT | $5,000 |
| United Negro College Fund | |||||||
| PO BOX 104444 | FAIRFAX | VA | 22031 | none | PC | general SUPPORT | $400 |
| University of Washington | |||||||
| DEPARTMENT OF BIOLOGY BOX 351800 | SEATTLE | WA | 98195 | none | PC | general SUPPORT | $22,500 |
| Earth Corps | |||||||
| 6310 NE 74TH ST SUITE 201E | SEAttle | WA | 98115 | none | pc | general SUPPORT | $4,000 |
| El Centro de la Raza | |||||||
| 2524 16TH AVE S 301 | SEAttle | WA | 98144 | none | pc | general SUPPORT | $8,000 |
| SE Alaska Conservation Council | |||||||
| 224 Gold St | Juneau | AK | 99801 | none | pc | general SUPPORT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $709,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,863 | 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 | $16,432 | Amt |
| Net Investment Income | $8,216 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,216 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Sale of Artwork | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $11,552 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $11,552 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $3,089,975 | EOYBookValueAmt |
| EOYFMV | $5,082,142 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| License Fee | $35 | $0 | $35 |
| Miscellaneous Expense | $139 | $0 | $139 |
| CREDIT CARD CHARGES | $260 | $0 | $260 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Outstanding Checks | Desc |
| BOY Book Value | $154,464 | BOYBookValueAmt |
| EOY Book Value | $118,018 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NW Grantmakers Fee | $8,898 | $0 | $8,898 |
| Investment Advisor Fee | $53,578 | $53,578 | $0 |
| Philanthrophy Northwest | $1,740 | $0 | $1,740 |
| Advancement Northwest | $5,500 | $0 | $5,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $41 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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