THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-05-12
- IRS object ID
- 201631339349102978
- Schema version
- 2014v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T16:36:13-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | 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 | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA M FIDLER | PreparerPersonNm |
| PTIN | P01254538 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,922,843 | 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 | $11,138 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,991,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,971 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $379,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $368,338 | 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 |
| Legal Fees Rev And Expnss | $1,225 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,225 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,555 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,555 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,210 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,849 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $112 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $112 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $429,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $221,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,464 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,673,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,543,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,779,379 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,894,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,687,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,922,843 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $231,800 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $173,624 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $231,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,624 | 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 | $3,663,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,513,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,663,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,513,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,894,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,687,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,663,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,513,522 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,513,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,618,015 | $1,099,207 | $518,808 | $518,808 |
| PUBLICLY TRADED SECURITIES | P | $1,372,608 | $1,600,505 | -$227,897 | -$227,897 |
| REPORTED BY THE MARITAL DEDUCTION TRUST, EIN: 91-6462313 | P | $548 | $488 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $370,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,647,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $340,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $983,601 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.345958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $361,694 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $239,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.508051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $367,305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $447,389 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.820997 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $378,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $512,682 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.738343 | DistributionYr5Rt |
| Total Distribution | 3.478942 | TotalDistributionRt |
| Average Distribution | 0.695788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,062,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,218,091 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,942 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,221,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $429,109 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,885 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,885 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,715 | OverpaymentAmt |
| Applied To ES Tax | $4,715 | 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 |
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 | $6,109,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,154,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,154,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,062,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,885 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,885 | TotalTaxAmt |
| Distributable Before Adj | $297,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $297,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $297,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $429,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $429,109 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $429,109 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $353,215 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $344,936 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $350,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $292,057 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,444,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $429,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $297,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,878 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,576,485 | 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 | $353,215 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,223,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $344,936 | ExcessFromYear4Amt |
| Excess From Year3 | $350,906 | ExcessFromYear3Amt |
| Excess From Year2 | $292,057 | ExcessFromYear2Amt |
| Excess From Year1 | $103,493 | ExcessFromYear1Amt |
| Excess From Current Year | $131,878 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRD NOTE | |||||||
| PO BOX 99456 | SEATTLE | WA | 98139 | NONE | PC | EDUCATION IN BIRD LIVES | $10,000 |
| BURKE MUSEUM | |||||||
| U OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | NONE | PC | ELWHA EXHIBIT, TABLE SPONSORSHIP, CURATORS DINNER, ANNUAL GIFT, BILL HOLM EXHIBIT | $75,000 |
| COOK INTLET KEEPER | |||||||
| 406 G STREET SUITE 209 | ANCHORAGE | AK | 99501 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| 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 | $5,000 |
| HUMANE SOCIETY OF SEATTLEKING COUNTY | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| HUMANITIES WASHINGTON | |||||||
| 1204 MINOR AVE | SEATTLE | WA | 98101 | NONE | PC | SUPPORT FOR BEDTIME STORIES PROGRAM | $5,000 |
| MOHAI | |||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| MONTANA WILDERNESS ASSOCIATION INC | |||||||
| 30 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | TRAIL STEWARDSHIP PROJECT | $5,000 |
| MONTANA WILDERNESS ASSOCIATION INC | |||||||
| 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 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 |
| PURRFECT PALS | |||||||
| 230 MCRAE RD NE | ARLINGTON | WA | 98223 | NONE | PC | GENERAL SUPPORT | $500 |
| PUGET SOUNDKEEPER ALLIANCE | |||||||
| 130 NICKERSON STREET STE 107 | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| SKAGIT LAND TRUST | |||||||
| PO BOX 1017 | MOUNT VERNON | WA | 98273 | NONE | PC | VOLUNTEER PARK CONSERVATION | $1,000 |
| 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 | GENERAL OPERATIONS | $20,000 |
| TREE HOUSE ANIMAL FOUNDATION | |||||||
| 1212 W CARMEN AVE | CHICAGO | IL | 60640 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| UNCF | |||||||
| PO BOX 10444 | FAIRFAX | VA | 22031 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| 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 | $20,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20090 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| BRAIDED RIVER | |||||||
| 1001 SW KLICKITAT WAY SUITE 201 | SEATTLE | WA | 98134 | NONE | PC | INSPIRE LISTENERS TO CARE ABOUT THE NATURAL WORLD. | $10,000 |
| CITY FRUIT | |||||||
| 2524 16TH AVE S 301 | SEATTLE | WA | 98144 | NONE | PC | URBAN FRUIT TO NOURISH PEOPLE, BUILD COMMUNITY AND PROTECT THE CLIMATE. | $2,500 |
| EL CENTRO DE LA RAZA | |||||||
| 2524 16TH AVE S | SEATTLE | WA | 98144 | NONE | PC | ADVOCATE ON BEHALF OF THE LATINO COMMUNITY | $9,000 |
| JEFFERSON LAND AND TRUST | |||||||
| 1033 LAWRENCE STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | PRESERVE OPEN SPACE, WORKING LANDS AND THE HABITAT IN JEFFERSON COUNTY. | $12,500 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| NORTH CASCADES INSTITUTE | |||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | NONE | PC | CONNECTING PEOPLE, NATURE AND COMMUNITY. | $5,000 |
| PIKE PLACE MARKET FOUNDATION | |||||||
| 85 PIKE STREET 500 | SEATTLE | WA | 98101 | NONE | PC | HELPING LOW-INCOME NEIGHBORS WHO WORK, LEARN AND LIVE IN AND AROUND THE MARKET. | $12,500 |
| SEATTLE AQUARIUM | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | NONE | PC | INSPIRING CONSERVATION OF OUR MARINE ENVIRONMENT. | $5,000 |
| SEATTLE AUDUBON SOCIETY | |||||||
| 8050 35TH AVE NE | SEATTLE | WA | 98115 | NONE | PC | LEADS A COMMUNITY THAT VALUES AND PROTECTS BIRDS AND THE NATURAL ENVIRONMENT. | $7,500 |
| SEATTLE CHINESE GARDEN | |||||||
| 6000 16TH AVE SW | SEATTLE | WA | 98106 | NONE | PC | IMMERSING VISITORS IN THE RICHNESS AND BEAUTY OF CHINESE CULTURE. | $10,000 |
| WISE CON | |||||||
| 9404 E MARGINAL WAY S | SEATTLE | WA | 98101 | NONE | PC | TO INSPIRE STUDENTS TO PURSUE AND ENGAGE IN SCIENTIFIC INQUIRY ADN ENGINEERING. | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 351800 | SEATTLE | WA | 98195 | NONE | PC | CONTRIBUTIONS FOR THE LIBRARY AND GENERAL OPERATIONS | $27,500 |
| SEATTLE PUBLIC LIBRARY | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | NONE | PC | CURTIS BOOKS, RESEARCH MATERIALS | $25,000 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | WILDLIFE PRESERVATION | $7,500 |
| BRAIDED RIVER | |||||||
| 1001 SW KLICKITAT WAY SUITE 201 | SEATTLE | WA | 98134 | NONE | PC | WILD NEARBY | $10,000 |
| POTLATCH FUND | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $13,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| ALASKA WILDERNESS LEAGUE | |||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | NONE | PC | TONGASS BEAR NECESSITIES | $10,000 |
| SOLID GROUND | |||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | NONE | PC | WORKING TO END POVERTY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,300 | 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 | $77,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,971 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $368,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,338 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JANE A FERGUSON MARITAL DEDUCTION T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $11,138 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,110 | Amt |
| Net Investment Income | $10,555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,555 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $3,543,682 | EOYBookValueAmt |
| EOYFMV | $5,779,379 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES- TRUST | CategoryTxt |
| Legal Fees | $1,225 | LegalFeesAmt |
| Net Investment Income | $1,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 |
| CONFERENCE | $5,000 | $0 | $5,000 |
| MISCELLANEOUS EXPENSE | $370 | $0 | $370 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $231,800 | BOYBookValueAmt |
| EOY Book Value | $173,624 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NW GRANTMAKERS FEE | $4,149 | $0 | $4,149 |
| INVESTMENT ADVISOR FEE | $62,210 | $62,210 | $0 |
| PHILANTHROPY NW | $1,700 | $0 | $1,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $25,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments