THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
Tax period: 2012-10-01 to 2013-09-30
Filed: 2014-08-14
IRS object ID: 201432269349100123
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-08-14T11:27:12-05:00	Timestamp
Tax Period End Date	2013-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	910189318	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	911357603	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE HUGH AND JANE FERGUSON FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HUGH	NameControl
Phone	2067813472	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1414 41ST AVENUE EAST	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ELLEN FERGUSON	Name
Title	PRESIDENT	Title
Phone	2067813472	Phone
Date Signed	2014-08-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	NANCY J SCHAUER	Name
PTIN	P01326437	PTIN
Phone	2535724100	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	5358017	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	3594822	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	9529	DividendsRevAndExpnss
Dividends Net Invst Incm	9529	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	54620	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	382167	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	54620	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	3658971	TotalRevenueAndExpenses
Total Net Investment Income	64149	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	5280	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2640	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2640	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	4074	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	0	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	4074	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	48	InterestRevAndExpnss
Interest Net Invst Incm	48	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Other Expenses Rev And Expnss	17838	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	13861	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	2711	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	27240	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	16549	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	9425	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	330860	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	330860	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	358100	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	16549	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	340285	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	3300871	ExcessOfRevenueOverExpenses
Net Investment Income	47600	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	174859	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	3185	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	3185	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	68715	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3456793	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5354832	InvestmentsCorpStockEOYFMV
Total Assets BOY	243574	TotalAssetsBOY
Total Assets EOY	3459978	TotalAssetsEOY
Total Assets EOYFMV	5358017	TotalAssetsEOYFMV
Other Liabilities BOY	152467	OtherLiabilitiesBOY
Other Liabilities EOY	68000	OtherLiabilitiesEOY
Total Liabilities BOY	152467	TotalLiabilitiesBOY
Total Liabilities EOY	68000	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	91107	RetainedEarningsBOY
Retained Earnings EOY	3391978	RetainedEarningsEOY
Total Net Assets BOY	91107	TotalNetAssetsBOY
Total Net Assets EOY	3391978	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	243574	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3459978	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	91107	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	3300871	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	3391978	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	3391978	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
APPLE, INC	P	2011-03-25	2012-11-02	28943	17532	11411	11411
COSTCO WHOLESALE CORP NEW	P	2009-04-17	2013-04-01	21072	9222	11850	11850
COSTCO WHOLESALE CORP NEW	P	2009-06-04	2013-04-01	10536	4780	5756	5756
COSTCO WHOLESALE CORP NEW	P	2009-06-09	2013-04-01	10536	4736	5800	5800
VISA INC CL A	P	2010-10-11	2013-04-01	25029	11174	13855	13855
TRAVELERS COMPANIES INC COM	P	2013-03-05	2013-04-01	16736	16408	328	328
YAHOO INC	P	2012-12-07	2013-04-01	16375	13521	2854	2854
MC DONALDS CORP	P	2011-03-21	2013-08-14	28780	26570	2210	2210
ING U.S. INC	P	2013-07-25	2013-08-12	61247	61831	-584	-584
ING U.S. INC	P	2013-08-01	2013-08-12	3062	3216	-154	-154
ING U.S. INC	P	2013-08-01	2013-08-14	61281	64310	-3029	-3029
ING U.S. INC	P	2013-08-02	2013-08-14	30641	32251	-1610	-1610
MC DONALDS CORP	P	2011-03-21	2013-09-11	48521	44283	4238	4238
MC DONALDS CORP	P	2011-03-21	2013-09-11	19408	17713	1695	1695

Field	Value	IRS element (for citing)
Capital Gain Net Income	54620	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	361694	QualifyingDistributionsYear1
Noncharitable Assets Year1	239842	NoncharitableAssetsYear1
Distribution Ratio Year1	1.508051	DistributionRatioYear1
Qualifying Distributions Year2	367305	QualifyingDistributionsYear2
Noncharitable Assets Year2	447389	NoncharitableAssetsYear2
Distribution Ratio Year2	0.820997	DistributionRatioYear2
Qualifying Distributions Year3	378535	QualifyingDistributionsYear3
Noncharitable Assets Year3	512682	NoncharitableAssetsYear3
Distribution Ratio Year3	0.738343	DistributionRatioYear3
Qualifying Distributions Year4	586745	QualifyingDistributionsYear4
Noncharitable Assets Year4	559089	NoncharitableAssetsYear4
Distribution Ratio Year4	1.049466	DistributionRatioYear4
Qualifying Distributions Year5	1498447	QualifyingDistributionsYear5
Noncharitable Assets Year5	719300	NoncharitableAssetsYear5
Distribution Ratio Year5	2.083202	DistributionRatioYear5
Total Distribution Ratio	6.200059	TotalDistributionRatio
Average Distribution Ratio	1.240012	AverageDistributionRatio
Net Noncharitable Assets	983601	NetNoncharitableAssets
Adjusted Noncharitable Assets	1219677	AdjustedNoncharitableAssets
One Percent Net Investment Income	476	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1220153	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	340285	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	952	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	952	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	952	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1200	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1200	TotalCreditsAndPayments
Penalty For Underpayment	5	PenaltyForUnderpayment
Overpayment	243	Overpayment
Amount Credited To Next Year	243	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	WA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	HEIDI HART	BooksInCareOfPersonName
Books In Care Of Phone Number	2063344278	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	ELLEN LEE FERGUSON	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1414 41ST AVENUE EAST	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Field	Value	IRS element (for citing)
Title	PRESIDENT	Title
Avg Hours Per Wk Devoted To Position	1.00	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	939737	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	58843	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	998580	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	998580	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	14979	CashDeemedCharitable
Net Noncharitable Assets	983601	NetNoncharitableAssets
Minimum Investment Return	49180	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	49180	MinimumInvestmentReturn
Tax Based On Investment Income	952	TaxBasedOnInvestmentIncome
Total Tax	952	TotalTax
Distributable Amount Before Adj	48228	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	48228	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	48228	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	340285	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	340285	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	340285	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	48228	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	1463012	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	558791	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	353215	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	344936	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	350906	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	3070860	TotalExcessDistriCarryover
Qualifying Distributions	340285	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	48228	AppliedToCurrentYear
Remaining Distri From Corpus	292057	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	3362917	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	1463012	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1899905	ExcessDistriCyovToNextYear
Excess From Year4	558791	ExcessFromYear4
Excess From Year3	353215	ExcessFromYear3
Excess From Year2	344936	ExcessFromYear2
Excess From Year1	350906	ExcessFromYear1
Excess From Current Year	292057	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	ELLEN LEE FERGUSON	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	ELLEN FERGUSON	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1414 41ST AVENUE EAST	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	2067999589	RecipientPhoneNumber
Form And Info And Materials	CONTACT (206)633-0827 OR (OGLEFOUNDS@AOL.COM) FOR APPLICATION FORMAT.	FormAndInfoAndMaterials
Submission Deadlines	FEBRUARY 15, AUGUST 15	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ALASKA CONSERVATION FOUNDATION
911 WEST 8TH AVE SUITE 300	ANCHORAGE	AK	99501	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$7,500
ALTUIIQ MUSEUM
215 MISSION RD	KODIAK	AK	99615	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$6,000
ASSOCIATION OF FUNDRAISING PROFESSIONALS
2150 N 107TH STREET SUITE 205	SEATTLE	WA	98133	NONE	509(A)(1) PUBLIC CHA	MAJOR GIFT SYMPOSIUM AND THE NATIONAL PHILANTHROPY D	$5,000
BRAIDED RIVER
1001 SW KLICKITAT WAY SUITE 201	SEATTLE	WA	98134	NONE	509(A)(1) PUBLIC CHA	MOUNTAINEER BOOKS, EXHIBITS, ANNUAL FUNDING	$5,000
BUFFALO WOLF FOUNDATION
PO BOX 226	BRIDGER	MT	59014	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$5,000
BULLITT FOUNDATION
1212 MINOR AVE	SEATTLE	WA	98101	NONE	509(A)(2)	GENERAL SUPPORT	$7,500
BURKE MUSEUM
U OF WASHINGTON BOX 353010	SEATTLE	WA	98195	NONE	509(A)(1) PUBLIC CHA	EVIRONMENTAL EXHIBITS, CURATOR'S DINNER, ANNUAL FUND	$45,000
CENTER FOR WOODEN BOATS
1010 VALLEY ST	SEATTLE	WA	98109	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$10,000
CHIEF SEATTLE CLUB
410 2ND AVE	SEATTLE	WA	98104	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
CONSERVATION NORTHWEST
1208 BAY ST SUITE 201	BELLINGHAM	WA	98225	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
COOK INLET KEEPER
406 G STREET SUITE 209	ANCHORAGE	AK	99501	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
DEFENDERS OF WILDLIFE
1130 17TH STREET NW	WASHINGTON	DC	20036	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$400
DELTA RESCUE
PO BOX 952	GLENDALE	CA	91209	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$500
DUNGENESS RIVER AUDUBON CENTER
2151 WEST HENDRICKSON ROAD PO BOX	SEQUIM	WA	98382	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$8,560	2450
HISTORY LINK
1411 4TH AVE STE 803	SEATTLE	WA	98101	NONE	509(A)(1) PUBLIC CHA	SPONSORHIP OF SEPTEMBER 17TH HISTORY LUNCH	$2,500
HUMANE SOCIETY OF SEATTLEKING COUNTY
13212 SE EASTGATE WAY	BELLEVUE	WA	98005	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$1,000
HUMANITIES WASHINGTON
1204 MINOR AVE	SEATTLE	WA	98101	NONE	509(A)(1) PUBLIC CHA	SUPPORT FOR BEDTIME STORIES PROGRAM	$5,500
JEFFERSON LAND AND TRUST
1033 LAWRENCE STREET	PORT TOWNSEND	WA	98368	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$25,000
JEFFERSON COUNTY HISTORIC
540 WATER ST	PORT TOWNSEND	WA	98368	NONE	509(A)(1) PUBLIC CHA	EXPANSION OF RESEARCH CENTER	$5,000
KOAHNIC BROADCAST CORP
3600 SAN JERONIMO DRIVE SUITE 480	ANCHORAGE	AK	99508	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
METHOW CONSERVANCY
1200 FIFTH AVENUE SUITE 1300	SEATTLE	WA	98101	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
MOHAI
PO BOX 80816	SEATTLE	WA	98108	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$40,000
NAACP
PO BOX 22148	SEATTLE	WA	98122	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$400
NATIONAL FEDERATION FOR THE BLIND
P BOX 2516	SEATTLE	WA	98111	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$300
NATUREBRIDGE OLYMPIC
1402 THIRD AVE SUITE 618	SEATTLE	WA	98101	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$6,000
NORTH CASCADE INSTITUTE
810 STATE ROUTE 20	SEDRO WOOLLEY	WA	98284	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
PAWS
15305 44TH AVE W	LYNNWOOD	WA	98087	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
PET PRIDE
3350 S ROBERTSON BLVD	LOS ANGELES	CA	90034	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$400
PLANNED PARENTHOOD
2001 E MADISON ST	SEATTLE	WA	98122	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$1,000
POTLATCH FUND
801 2ND AVE STE 304	SEATTLE	WA	98104	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$12,500
PURRFECT PALS
230 MCRAE RD NE	ARLINGTON	WA	98223	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$500
SEATTLE ART MUSEUM
1300 FIRST AVENUE	SEATTLE	WA	98101	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
SEATTLE AQUARIUM
1483 ALASKAN WAY PIER 59	SEATTLE	WA	98101	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
SEATTLE PARKS FOUNDATION
105 SOUTH MAIN STREET 235	SEATTLE	WA	98104	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$30,000
SKAGIT LAND TRUST
PO BOX 1017	MOUNT VERNON	WA	98273	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
ST LABRE INDIAN SCHOOL
PO BOX 216	ASHLAND	MT	59003	NONE	170(B)(1)(A)	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$500
TREE HOUSE ANIMAL FOUNDATION
1212 W CARMEN AVE	CHICAGO	IL	60640	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$500
UNCF
PO BOX 10444	FAIRFAX	VA	22031	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$400
UNION GOSPEL MISSION
PO BOX 202	SEATTLE	WA	98111	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$500
WASHINGTON STATE HISTORICAL SOCIETY
1911 PACIFIC AVE	TACOMA	WA	98402	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
WING LUKE ASIAN MUSEUM
719 S KING ST	SEATTLE	WA	98104	NONE	509(A)(2)	GENERAL SUPPORT	$12,500
WOODLAND PARK ZOOLOGICAL SOCIETY
601 N 59TH ST	SEATTLE	WA	98103	NONE	509(A)(1) PUBLIC CHA	PENGUIN EXHIBIT	$50,000
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NW	WASHINGTON	DC	20090	NONE	509(A)(1) PUBLIC CHA	ANNUAL GIFT IN MEMORY OF JANE FERGUSON	$400

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	330860	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$9,529	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$54,620	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$64,149	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	64149	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	JANE A FERGUSON MARITAL DEDUCTION T	ContributorNameIndividual

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	3594822	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$5,280	Amount
Net Investment Income	2640	NetInvestmentIncome
Disbursements Charitable Prps	2640	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMON STOCK	NameOfStock
EOY Book Value	3456793	EOYBookValue
EOYFMV	5354832	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
SANDER CAPITAL ADVISORS	13861	13861	0
PHILANTHROPY NW DUES	2180	0	2180
LICENSE FEES	506	0	506
IRS	1266	0	0
SECRETARY OF STATE	25	0	25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	OUTSTANDING CHECKS	Description
BOY Book Value	152467	BOYBookValue
EOY Book Value	68000	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	NW GRANT MAKING RE	Category
Amount	$4,074	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	4074	DisbursementsCharitablePrps

THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

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