Nonprofit · EIN 74-3018256
RUGELEY FERGUSON FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $312,061 | $452,434 | -$140,373 | $6,365,184 | $0 | $6,365,184 |
| November 30, 2024 | 990-PF | $462,942 | $307,727 | $155,215 | $6,504,973 | $0 | $6,504,973 |
| November 30, 2023 | 990-PF | $1,002,171 | $455,533 | $546,638 | $6,284,757 | $0 | $6,284,757 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $248,995
- Net gain from sales of assets
- $63,066
Expenses
- Grants and similar amounts paid
- $377,675
- Compensation of officers, directors and key employees
- $55,807
- Disbursements for charitable purposes
- $434,832
- Excise tax on investment income
- $3,346
Balance sheet and other
- Total assets, start of year
- $6,504,973
- Total assets, end of year
- $6,365,184
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,365,184
- Fair market value of assets
- $7,839,288
- Qualifying distributions
- $434,832
- Net investment income
- $311,828
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERSON BANK 1900 Broadway Suite 900, SAN ANTONIO, TX 78215 | TRUSTEE | 1 | $55,807 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERSON BANK 1900 Broadway Suite 900, SAN ANTONIO, TX 78215 | TRUSTEE | 1 | $65,737 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK 111 W HOUSTON STREET, SAN ANTONIO, TX 78208 | TRUSTEE | 40 | $36,147 |
| JEFFERSON BANK TRUST DIVISION 1777 NE LOOP 410 SUITE 101, SAN ANTONIO, TX 782175223 | TRUSTEE | 40 | $26,226 |
Address and contacts
- Address (IRS master file)
- 1900 BROADWAY ST STE 900, SAN ANTONIO, TX 78215-1495
- In care of
- % FROST NATIONAL BANK
- Signed the 990-PF
- ALICE HERNANDEZ, TRUST OFFICER
- Phone
- (210) 736-7788
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-3018256
- 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
- 2002
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,365,184
- Income (IRS master file)
- $1,428,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $312,061 | $452,434 | $6,365,184 | XML |
| 990-PF | November 2024 | $462,942 | $307,727 | $6,504,973 | XML |
| 990-PF | November 2023 | $1,002,171 | $455,533 | $6,284,757 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 74-3018256).
Questions about RUGELEY FERGUSON FOUNDATION
- What is the EIN of RUGELEY FERGUSON FOUNDATION?
- The employer identification number (EIN) of RUGELEY FERGUSON FOUNDATION is 74-3018256.
- Is RUGELEY FERGUSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to RUGELEY FERGUSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUGELEY FERGUSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUGELEY FERGUSON FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUGELEY FERGUSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of RUGELEY FERGUSON FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $55,807 (JEFFERSON BANK, TRUSTEE).
- How much revenue does RUGELEY FERGUSON FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $312,061, expenses of $452,434 and total assets of $6,365,184 at year end.
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