THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-07-08
- IRS object ID
- 201521899349100407
- Schema version
- 2013v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-08T12:09:19-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984024205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN LEE FERGUSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2067813472 | PhoneNum |
| Signature | 2015-06-24 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,914,102 | 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 | $53,833 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $87,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $742,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,239,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $742,237 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $883,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $829,640 | 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 | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,101 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $454,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $771,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,456,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,673,194 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,692,439 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,459,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,894,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,914,102 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $68,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $231,800 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $68,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,800 | 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 | $3,391,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,663,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,391,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,663,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,459,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,894,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,391,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $454,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,846,044 | SubtotalAmt |
| Other Decreases | $182,987 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,663,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,113,853 | $529,122 | $584,731 | $584,731 |
| PUBLICLY TRADED SECURITIES | P | $653,333 | $646,075 | $7,258 | $7,258 |
| REPORTED BY THE MARITAL DEDUCTION TRUST, EIN: 91-6462313 | P | $385,447 | $475,266 | -$89,819 | -$89,819 |
| REPORTED BY THE MARITAL DEDUCTION TRUST, EIN: 91-6462313 | P | $593,861 | $439,706 | $154,155 | $154,155 |
| REPORTED BY THE MARITAL DEDUCTION TRUST, EIN: 91-6462313 | P | $492,615 | $406,703 | $85,912 | $85,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $742,237 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $340,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $983,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.345958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $361,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $239,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.508051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,305 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $447,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.820997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $512,682 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.738343 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $586,745 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $559,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.049466 | DistributionYr5Rt |
| Total Distribution | 4.462815 | TotalDistributionRt |
| Average Distribution | 0.892563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,647,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,041,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,714 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,048,807 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $370,459 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,428 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,428 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $243 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,443 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $0 | 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 | N/A | 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
| 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 | AddressLine1 |
| City | MEDINA | City |
| State | WA | State |
| ZIP Code | 98039 | ZIPCode |
| 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 | $5,687,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,733,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,733,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,647,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,428 | TotalTaxAmt |
| Distributable Before Adj | $266,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $266,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $266,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,459 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $370,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $558,791 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $353,215 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $344,936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $350,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $292,057 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,899,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,003,398 | 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 | $558,791 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,444,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $353,215 | ExcessFromYear4Amt |
| Excess From Year3 | $344,936 | ExcessFromYear3Amt |
| Excess From Year2 | $350,906 | ExcessFromYear2Amt |
| Excess From Year1 | $292,057 | ExcessFromYear1Amt |
| Excess From Current Year | $103,493 | 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98112 | ZIPCode |
| 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| POTLATCH FUND | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $10,500 |
| NAACP | |||||||
| PO BOX 22148 | SEATTLE | WA | 98122 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | OKANAGAN HIGHLANDS | $400 |
| UNION GOSPEL MISSION | |||||||
| PO BOX 202 | SEATTLE | WA | 98111 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| PURRFECT PALS | |||||||
| 230 MCRAE RD NE | ARLINGTON | WA | 98223 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| NATIONAL FEDERATION FOR THE BLIND | |||||||
| P BOX 2516 | SEATTLE | WA | 98111 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $300 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20090 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| UNCF | |||||||
| PO BOX 10444 | FAIRFAX | VA | 22031 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| PET PRIDE | |||||||
| 3350 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $400 |
| ST LABRE INDIAN SCHOOL | |||||||
| PO BOX 216 | ASHLAND | MT | 59003 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| SKAGIT LAND TRUST | |||||||
| PO BOX 1017 | MOUNT VERNON | WA | 98273 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| TREE HOUSE ANIMAL FOUNDATION | |||||||
| 1212 W CARMEN AVE | CHICAGO | IL | 60640 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| DELTA RESCUE | |||||||
| PO BOX 952 | GLENDALE | CA | 91209 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $500 |
| HUMANE SOCIETY OF SEATTLEKING COUNTY | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $1,000 |
| HISTORY LINK | |||||||
| 1411 4TH AVE STE 803 | SEATTLE | WA | 98101 | NONE | PC | SPONSORSHIP HISTORY LUNCH | $3,000 |
| COOK INTLET KEEPER | |||||||
| 406 G STREET SUITE 209 | ANCHORAGE | AK | 99501 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| AMERICAN ALLIANCE OF MUSEUMS | |||||||
| 1575 EYE STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PC | ANNUAL CONFERENCE SPONSORHIP | $5,000 |
| ARTS FUND | |||||||
| 10 HARRISON ST SUITE 200 | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| SHAFER HISTORICAL MUSEUM | |||||||
| 285 CASTLE AVE | WINTHROP | WA | 98862 | NONE | PC | HISTORIC PHOTOGRAPH RECOVERY PROJECT | $2,500 |
| NATUREBRIDGE OLYMPIC | |||||||
| 1402 THIRD AVE SUITE 618 | SEATTLE | WA | 98101 | NONE | PC | TRIBAL YOUTH INVOLVEMENT IN ELWHA PROJECT | $5,000 |
| PUGET SOUNDKEEPER ALLIANCE | |||||||
| 130 NICKERSON STREET STE 107 | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| PORT GAMBLE SKLALLAM FOUNDATION | |||||||
| 31912 LITTLE BOSTON RD NE | KINGSTON | WA | 98346 | NONE | PC | CARVING WELCOME POLES | $5,000 |
| WILDLIFE MEDIA | |||||||
| 1208 BAY ST SUITE 202 | BELLINGHAM | WA | 98225 | NONE | PC | BEARTREK POST-PRODUCTION CAMPAIGN | $5,000 |
| MONTANA WILDERNESS ASSOCIATION INC | |||||||
| 30 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | TRAIL STEWARDSHIP PROJECT | $5,000 |
| HUMANITIES WASHINGTON | |||||||
| 1204 MINOR AVE | SEATTLE | WA | 98101 | NONE | PC | SUPPORT FOR BEDTIME STORIES PROGRAM | $7,500 |
| INDEPENDENT SECTOR | |||||||
| 1602 L STREET NW SUITE 900 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| CHIMPANZEE SANCTUARY NORTHWEST | |||||||
| PO BOX 952 | CLE ELUM | WA | 98922 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CONSERVATION NORTHWEST | |||||||
| 1208 BAY ST SUITE 201 | BELLINGHAM | WA | 98225 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| NORTHWEST INDIAN COLLEGE | |||||||
| 2522 KWINA RD | BELLINGHAM | WA | 98226 | NONE | PC | COAST SALISH INSTITUTE CAPITAL CAMPAIGN | $10,000 |
| FRYE MUSEUM | |||||||
| 704 TERRY AVENUE | SEATTLE | WA | 98104 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| BUFFALO WOLF FOUNDATION | |||||||
| PO BOX 226 | BRIDGER | MT | 59014 | NONE | PC | ANNUAL GIFT IN MEMORY OF JANE FERGUSON | $5,000 |
| TOWNHALL SEATTLE | |||||||
| 1119 8TH AVE | SEATTLE | WA | 98101 | NONE | PC | GOLDEN DRAGON WATER PUPPET THEATRE | $6,000 |
| ARTS COUNCIL OF MONGOLIA-US | |||||||
| 2025 23RD AVENUE EAST | SEATTLE | WA | 98112 | NONE | PC | SECOND PHASE OF MUSEUM TRAINING PROGRAM | $7,000 |
| PORT TOWNSEND MARINE SCIENCE CENTER | |||||||
| 532 BATTERY WAY | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| NORTHWEST AFRICAN MUSEUM | |||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| HISTORIC SEATTLE | |||||||
| 1117 MINOR AVENUE | SEATTLE | WA | 98101 | NONE | PC | WASHINGTON PERFORMANCE HALL | $10,000 |
| JEFFERSON COUNTY HISTORIC | |||||||
| 540 WATER ST | PORT TOWNSEND | WA | 98368 | NONE | PC | EXPANSION OF RESEARCH CENTER | $7,500 |
| ABORETUM FOUNDATION | |||||||
| 2300 ARBORETUM DRIVE EAST | SEATTLE | WA | 98112 | NONE | PC | NEW ZEALAND FORESTS | $10,000 |
| CENTER FOR WOODEN BOATS | |||||||
| 1010 VALLEY ST | SEATTLE | WA | 98109 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MOHAI | |||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| BRAIDED RIVER | |||||||
| 1001 SW KLICKITAT WAY SUITE 201 | SEATTLE | WA | 98134 | NONE | PC | WILD NEARBY | $15,500 |
| WING LUKE ASIAN MUSEUM | |||||||
| 719 S KING ST | SEATTLE | WA | 98104 | NONE | PC | KOREAN AMERICANS IN WA | $17,500 |
| SEATTLE PARKS FOUNDATION | |||||||
| 105 SOUTH MAIN STREET 235 | SEATTLE | WA | 98104 | NONE | PC | VOLUNTEER PARK CONSERVATION | $20,000 |
| BURKE MUSEUM | |||||||
| U OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | NONE | PC | ELWHA EXHIBIT, TABLE SPONSORSHIP, CURATORS DINNER, ANNUAL GIFT, BILL HOLM EXHIBIT | $42,500 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 601 N 59TH ST | SEATTLE | WA | 98103 | NONE | PC | PENGUIN EXHIBIT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,300 | 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 | $87,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $742,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $829,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,640 | 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 | AddressLine1 |
| City | MEDINA | City |
| State | WA | State |
| ZIP Code | 98039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,833 | 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 | $650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $3,673,194 | EOYBookValueAmt |
| EOYFMV | $5,692,439 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM MARITAL DEDUCTION TRUST, EIN: 91-6462313 | Description |
| Amount | $182,987 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPY NW DUES | $3,665 | $0 | $3,665 |
| LICENSE FEES | $77 | $0 | $77 |
| SECRETARY OF STATE | $35 | $0 | $35 |
| MISCELLEANEOUS EXPENSE | $631 | $0 | $631 |
| ASSOCIATION OF FUNDRAISING MEMBERSHIP FEE | $5,000 | $0 | $5,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $68,000 | BOYBookValueAmt |
| EOY Book Value | $231,800 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NW GRANT MAKING RE | $8,101 | $0 | $8,101 |
| SANDER CAPITAL ADVISORS | $58,165 | $58,165 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $32 | $32 | $0 |
| IRS | $709 | $0 | $0 |
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