Nonprofit · EIN 27-6633327
FERGUSON FAMILY FOUNDATION TR
Tax-exempt · PIERRE, SD 57501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $135,252 | $279,506 | -$144,254 | $1,889,540 | $0 | $1,889,540 |
| December 31, 2024 | 990-PF | $103,259 | $237,204 | -$133,945 | $2,033,794 | $0 | $2,033,794 |
| December 31, 2023 | 990-PF | $279,132 | $901,850 | -$622,718 | $2,167,739 | $0 | $2,167,739 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $43,063
- Interest
- $11
- Net gain from sales of assets
- $91,607
- Other income
- $571
Expenses
- Grants and similar amounts paid
- $235,176
- Compensation of officers, directors and key employees
- $6,286
- Disbursements for charitable purposes
- $235,176
- Excise tax on investment income
- $1,391
Balance sheet and other
- Total assets, start of year
- $2,033,794
- Total assets, end of year
- $1,889,540
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,889,540
- Fair market value of assets
- $3,612,381
- Qualifying distributions
- $235,176
- Net investment income
- $135,252
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXPEDITION TRUST COMPANY 435 S CHAPELLE STREET, PIERRE, SD 57501 | TRUSTEE | 2 | $6,286 |
| J BRIAN FERGUSON 5325 CARMEL PARK DRIVE, CHARLOTTE, NC 28226 | DISTRIB/INVESTMENT TRUST A | 1 | $0 |
| TERESE M FERGUSON 5325 CARMEL PARK DRIVE, CHARLOTTE, NC 28226 | DISTRIB/INVESTMENT TRUST A | 1 | $0 |
| ERIC D FERGUSON 4827 DRAKESTONE COURT, CHARLOTTE, NC 28226 | DISTRIBUTION TRUST ADVISOR | 1 | $0 |
| GAIL RATTI-CURAN 1149 EAST BERYL AVE, PHOENIX, AZ 85020 | DISTRIBUTION TRUST ADVISOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXPEDITION TRUST COMPANY 435 S CHAPELLE STREET, PIERRE, SD 57501 | TRUSTEE | 2 | $6,243 |
| J BRIAN FERGUSON 5325 CARMEL PARK DRIVE, CHARLOTTE, NC 28226 | DISTRIB/INVESTMENT TRUST A | 1 | $0 |
| TERESE M FERGUSON 5325 CARMEL PARK DRIVE, CHARLOTTE, NC 28226 | DISTRIB/INVESTMENT TRUST A | 1 | $0 |
| ERIC D FERGUSON 4827 DRAKESTONE COURT, CHARLOTTE, NC 28226 | DISTRIBUTION TRUST ADVISOR | 1 | $0 |
| GAIL RATTI-CURAN 1149 EAST BERYL AVE, PHOENIX, AZ 85020 | DISTRIBUTION TRUST ADVISOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXPEDITION TRUST COMPANY 435 S CHAPELLE STREET, PIERRE, SD 57501 | TRUSTEE | 2 | $6,307 |
| BRIDGEFORD TRUST COMPANY 330 S POPLAR AVE STE 103, PIERRE, SD 575012746 | TRUSTEE | 2 | $0 |
| J BRIAN FERGUSON 5325 CARMEL PARK DRIVE, CHARLOTTE, NC 28226 | DISTRIB/INVESTMENT TRUST A | 1 | $0 |
| TERESE M FERGUSON 5325 CARMEL PARK DRIVE, CHARLOTTE, NC 28226 | DISTRIB/INVESTMENT TRUST A | 1 | $0 |
| ERIC D FERGUSON 4827 DRAKESTONE COURT, CHARLOTTE, NC 28226 | DISTRIBUTION TRUST ADVISOR | 1 | $0 |
| GAIL RATTI-CURAN 1149 EAST BERYL AVE, PHOENIX, AZ 85020 | DISTRIBUTION TRUST ADVISOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 435 S CHAPELLE STREET, PIERRE, SD 57501-3247
- In care of
- % DELTA TRUST
- Signed the 990-PF
- EXPEDITION TRUST COMPANY, TRUSTEE
- Phone
- (434) 995-5834
- Return prepared by
- BLACKBURN CHILDERS & STEAGALL PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6633327
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,889,540
- Income (IRS master file)
- $476,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $135,252 | $279,506 | $1,889,540 | IRS |
| 990-PF | December 2024 | $103,259 | $237,204 | $2,033,794 | IRS |
| 990-PF | December 2023 | $279,132 | $901,850 | $2,167,739 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6633327).
Questions about FERGUSON FAMILY FOUNDATION TR
- What is the EIN of FERGUSON FAMILY FOUNDATION TR?
- The employer identification number (EIN) of FERGUSON FAMILY FOUNDATION TR is 27-6633327.
- Is FERGUSON FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to FERGUSON FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FERGUSON FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FERGUSON FAMILY FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FERGUSON FAMILY FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FERGUSON FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $6,286 (EXPEDITION TRUST COMPANY, TRUSTEE).
- How much revenue does FERGUSON FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $135,252, expenses of $279,506 and total assets of $1,889,540 at year end.
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