Nonprofit · EIN 52-2136148
JAMES K FERGUSON FOUNDATION INC
Also known as FERGUSON SUZANNE TTEE
Tax-exempt · W LAKE HILLS, TX 78746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $282,405 | $78,098 | $204,307 | $958,513 | $0 | $958,513 |
| December 31, 2024 | 990-PF | $149,144 | $67,200 | $81,944 | $1,101,003 | $0 | $1,101,003 |
| December 31, 2023 | 990-PF | $135,819 | $56,252 | $79,567 | $1,019,059 | $0 | $1,019,059 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $156,872
- Dividends
- $32,507
- Interest
- $6,381
- Net gain from sales of assets
- $90,201
- Other income
- -$3,556
Expenses
- Grants and similar amounts paid
- $78,000
- Disbursements for charitable purposes
- $78,000
- Excise tax on investment income
- $1,793
Balance sheet and other
- Total assets, start of year
- $1,101,003
- Total assets, end of year
- $958,513
- Total liabilities, end of year
- $0
- Net assets, end of year
- $958,513
- Fair market value of assets
- $1,653,533
- Qualifying distributions
- $78,000
- Net investment income
- $129,089
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 |
|---|---|---|---|
| JAMES K FERGUSON 501 REDBUD TRAIL, WEST LAKE HILLS, TX 78746 | President | 2 | $0 |
| SUZANNE FERGUSON 10757 GLOXINIA DRIVE, ROCKVILLE, MD 20852 | Director | 0 | $0 |
| JOSEPH FERGUSON 1113 LEE STREET, EVANSTON, IL 60202 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES K FERGUSON 501 REDBUD TRAIL, WEST LAKE HILLS, TX 78746 | PRESIDENT | 0 | $0 |
| SUZANNE FERGUSON 10757 GLOXINIA DRIVE, ROCKVILLE, MD 20852 | DIRECTOR | 0 | $0 |
| JOSEPH FERGUSON 1113 LEE STREET, EVANSTON, IL 60202 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES K FERGUSON 501 REDBUD TRAIL, WEST LAKE HILLS, TX 78746 | PRESIDENT | 0 | $0 |
| IAN FERGUSON 16008 NEW BEDFORD DRIVE, DERWOOD, MD 20855 | DIRECTOR | 0 | $0 |
| SUZANNE FERGUSON 10757 GLOXINIA DRIVE, ROCKVILLE, MD 20852 | DIRECTOR | 0 | $0 |
| JOSEPH FERGUSON 1113 LEE STREET, EVANSTON, IL 60202 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 501 REDBUD TRL, W LAKE HILLS, TX 78746-3613
- Signed the 990-PF
- JAMES K FERGUSON, President
- Phone
- (202) 277-7295
- Return prepared by
- MECK NOONAN & CO LLC
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
- 52-2136148
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $958,513
- Income (IRS master file)
- $517,570
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $282,405 | $78,098 | $958,513 | IRS |
| 990-PF | December 2024 | $149,144 | $67,200 | $1,101,003 | IRS |
| 990-PF | December 2023 | $135,819 | $56,252 | $1,019,059 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 52-2136148).
Questions about JAMES K FERGUSON FOUNDATION INC
- What is the EIN of JAMES K FERGUSON FOUNDATION INC?
- The employer identification number (EIN) of JAMES K FERGUSON FOUNDATION INC is 52-2136148.
- Is JAMES K FERGUSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JAMES K FERGUSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES K FERGUSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES K FERGUSON FOUNDATION INC 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 JAMES K FERGUSON FOUNDATION INC 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 JAMES K FERGUSON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JAMES K FERGUSON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $282,405, expenses of $78,098 and total assets of $958,513 at year end.
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