Nonprofit · EIN 31-6087932
ROBERT & ELIZABETH FERGUS FDN
Tax-exempt · ASPEN, CO 81612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $91,590 | $166,151 | -$74,561 | $2,754,684 | $6,875 | $2,747,809 |
| December 31, 2023 | 990-PF | $50,378 | $172,191 | -$121,813 | $2,824,888 | $0 | $2,824,888 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $83,450
- Net gain from sales of assets
- $8,140
Expenses
- Grants and similar amounts paid
- $132,875
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $132,897
- Excise tax on investment income
- $811
Balance sheet and other
- Total assets, start of year
- $2,824,888
- Total assets, end of year
- $2,754,684
- Total liabilities, end of year
- $6,875
- Net assets, end of year
- $2,747,809
- Fair market value of assets
- $2,913,279
- Qualifying distributions
- $132,897
- Net investment income
- $91,590
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH FERGUS POST OFFICE BOX 1515, ASPEN, CO 81612 | CO-TRUSTEE | 4 | $0 |
| CATHARINE FERGUS GARBER POST OFFICE BOX 1515, ASPEN, CO 81612 | CO-TRUSTEE | 2 | $0 |
| SYLVIA FERGUS POST OFFICE BOX 1515, ASPEN, CO 81612 | CO-TRUSTEE | 2 | $0 |
| CORWIN FERGUS POST OFFICE BOX 1515, ASPEN, CO 81612 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH FERGUS PO BOX 1515, ASPEN, CO 81612 | CO-TRUSTEE | 4 | $0 |
| CATHERINE GARBER 2201 BYRON ST, PALO ALTO, CA 94301 | CO-TRUSTEE | 2 | $0 |
| SYLVIA FERGUS 227 E SYCAMORE ST, COLUMBUS, OH 43206 | CO-TRUSTEE | 2 | $0 |
| CORWIN FERGUS 38 LEWISIA RD, WINTHROP, WA 98862 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1515, ASPEN, CO 81612-1515
- In care of
- % BANK ONE TRUST CO NA
- Signed the 990-PF
- CATHARINE FERGUS GARBER, CO-TRUSTEE
- Phone
- (650) 245-9680
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 | Not 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
- 31-6087932
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,754,684
- Income (IRS master file)
- $593,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $91,590 | $166,151 | $2,754,684 | XML |
| 990-PF | December 2023 | $50,378 | $172,191 | $2,824,888 | 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 31-6087932).
Questions about ROBERT & ELIZABETH FERGUS FDN
- What is the EIN of ROBERT & ELIZABETH FERGUS FDN?
- The employer identification number (EIN) of ROBERT & ELIZABETH FERGUS FDN is 31-6087932.
- Is ROBERT & ELIZABETH FERGUS FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to ROBERT & ELIZABETH FERGUS FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & ELIZABETH FERGUS FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & ELIZABETH FERGUS FDN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT & ELIZABETH FERGUS FDN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT & ELIZABETH FERGUS FDN?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROBERT & ELIZABETH FERGUS FDN have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $91,590, expenses of $166,151 and total assets of $2,754,684 at year end.
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