Civic Intelligence

Ferguson Foundation

990PF • Fiscal year 2023 • EIN 20-5364754

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
PO Box 1370Burlington, WA 98233

(360) 424-0833

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$3,200

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

36th percentile

-1.2%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,991,094

Down $23,170 (-1.2%) from 2022

Net Assets

Down

$1,991,094

Down $23,170 (-1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin23rd percentile

Revenue

Down

$130,473

Down $96,123 (-42%) from 2022

Expenses

Up

$153,643

Up $6,170 (+4.2%) from 2022

Net Income

Down

-$23,170

Down $102,293 (-129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,928,847Liabilities 2011: $02011Assets 2012: $1,972,062Liabilities 2012: $02012Assets 2013: $1,937,681Liabilities 2013: $02013Assets 2014: $1,913,009Liabilities 2014: $02014Assets 2015: $1,927,938Liabilities 2015: $0Net Assets 2015: $1,927,9382015Assets 2016: $1,915,771Liabilities 2016: $0Net Assets 2016: $1,915,7712016Assets 2017: $1,902,753Liabilities 2017: $0Net Assets 2017: $1,902,7532017Assets 2018: $1,901,405Liabilities 2018: $0Net Assets 2018: $1,901,4052018Assets 2019: $1,866,237Liabilities 2019: $0Net Assets 2019: $1,866,2372019Assets 2020: $1,899,633Liabilities 2020: $0Net Assets 2020: $1,899,6332020Assets 2021: $1,935,141Liabilities 2021: $0Net Assets 2021: $1,935,1412021Assets 2022: $2,014,264Liabilities 2022: $0Net Assets 2022: $2,014,2642022Assets 2023: $1,991,094Liabilities 2023: $0Net Assets 2023: $1,991,0942023Assets 2024: $1,983,157Liabilities 2024: $0Net Assets 2024: $1,983,1572024

Highlighted filing

2023

Assets$1,991,094
Liabilities$0
Net Assets$1,991,094
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $85,489Expenses 2011: $118,240Net Income 2011: -$32,7512011Revenue 2012: $145,469Expenses 2012: $102,254Net Income 2012: $43,2152012Revenue 2013: $107,574Expenses 2013: $141,955Net Income 2013: -$34,3812013Revenue 2014: $120,467Expenses 2014: $145,139Net Income 2014: -$24,6722014Revenue 2015: $135,455Expenses 2015: $120,526Net Income 2015: $14,9292015Revenue 2016: $126,424Expenses 2016: $137,818Net Income 2016: -$11,3942016Revenue 2017: $127,041Expenses 2017: $144,619Net Income 2017: -$17,5782017Revenue 2018: $136,609Expenses 2018: $137,957Net Income 2018: -$1,3482018Revenue 2019: $116,998Expenses 2019: $152,166Net Income 2019: -$35,1682019Revenue 2020: $176,803Expenses 2020: $143,407Net Income 2020: $33,3962020Revenue 2021: $188,089Expenses 2021: $152,581Net Income 2021: $35,5082021Revenue 2022: $226,596Expenses 2022: $147,473Net Income 2022: $79,1232022Revenue 2023: $130,473Expenses 2023: $153,643Net Income 2023: -$23,1702023Revenue 2024: $164,989Expenses 2024: $172,926Net Income 2024: -$7,9372024

Highlighted filing

2023

Revenue$130,473
Expenses$153,643
Net Income-$23,170
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT K FERGUSONTrustee And President-$3,200-$3,200
WILLIAM J TOOMEYTrustee And Treasurer-$3,200-$3,200
ERNA SNIPESTrustee And Secretary-$3,200-$3,200
DANIEL J TOOMEYTrustee-$3,200-$3,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSKAGIT VALLEY COLLEGE FOUNDATIONSCHOLARSHIPS FOR POST-SECONDARY EDUCATIONSCHOLARSHIPS FOR POST-SECONDARY EDUCATION AND ENDOWMENT FUNDOTHER PUBLIC CHARITYMOUNT VERNON, WA, US$25,000
Paid GrantWESTERN WASHINGTON UNIVERSITYSCHOLARSHIPS FOR POST-SECONDARY EDUCATIONOTHER PUBLIC CHARITYBELLINGHAM, WA, US$20,000
Paid GrantWHATCOM COMMUNITY COLLEGE FOUNDATIONSCHOLARSHIPS FOR POST-SECONDARY EDUCATIONOTHER PUBLIC CHARITYBELLINGHAM, WA, US$12,500
Paid GrantBELLINGHAM TECHNICAL COLLEGE FOUNDATIONSCHOLARSHIPS FOR POST-SECONDARY EDUCATIONOTHER PUBLIC CHARITYBELLINGHAM, WA, US$10,000
Paid GrantBURLINGTON EDISON ALUMNI FOUNDATIONSCHOLARSHIPS FOR POST-SECONDARY EDUCATIONPUBLIC CHARITYBURLINGTON, WA, US$10,000
Paid GrantSKAGIT COMMUNITY FOUNDATIONADDITION TO DONOR-ADVISED FUND FOR COMMUNITY SUPPORTOTHER PUBLIC CHARITYMOUNT VERNON, WA, US$10,000
Paid GrantEVERETT COMMUNITY COLLEGEAVIATION PROGRAM SCHOLARSHIPSOTHER PUBLIC CHARITYEVERETT, WA, US$9,600
Paid GrantSKAGIT ADULT DAY CAREFAMILY SUPPORT ALZHEIMER'S DISEASE OR DIMENTIAOTHER PUBLIC CHARITYBURLINGTON, WA, US$7,500
Paid GrantBELLINGHAM FOOD BANKSUPPORT FOR COMMUNITY HUNGER PROGRAMSPUBLIC CHARITYBELLINGHAM, WA, US$5,000
Paid GrantMOUNT VERNON LIBRARY FOUNDATIONSUPPORT FOR HOSPICE CAREOTHER PUBLIC CHARITYMOUNT VERNON, WA, US$5,000
Paid GrantNORTH CASCADES INSTITUTEYOUTH SCHOLARSHIP FOR OUTDOOR EDUCATIONOTHER PUBLIC CHARITYSEDROWOOLLEY, WA, US$5,000
Paid GrantSKAGIT VALLEY COLLEGE FOUNDATIONEMERGENCY FUND FOR COLLEGE STUDENTSOTHER PUBLIC CHARITYMOUNT VERNON, WA, US$5,000
Paid GrantSALISH SEA SCHOOLTO SUPPORT YOUTH EDUCATION PROGRAMS IN ENVIRONMENTAL SCIENCEOTHER PUBLIC CHARITYANACORTES, WA, US$3,500
Paid GrantANACORTES SENIOR CENTERSCHOLARSHIPS FOR POST-SECONDARY EDUCATIONOTHER PUBLIC CHARITYANACORTES, WA, US$2,500
Paid GrantHOOP FOR THE VALLEYEMERGENCY FUNDS FOR COLLEGE STUDENTSOTHER PUBLIC CHARITYBURLINGTON, WA, US$2,500
Filing and Contact Details

Filer

Filer Name
Ferguson Foundation
EIN
20-5364754
Phone
3604240833
Address
PO BOX 1370, BURLINGTON, WA 98233

Signing Officer

Name
Scott Ferguson
Title
President / Trustee
Phone
3604240833
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Toomey & Toomey Cpas Pllc
Address
PO BOX 1370, BURLINGTON, WA 98233-0617
Preparer
William J Toomey
Phone
3604240833
Raw XML AppendixShowing 400 of 610 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERCHANT BANK CD 4.6%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12000 SH B & G FOODS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CENTRAL WA BANK 4.75% BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31000 SH DUKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41000 SH ENDBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52000 UNITS INC FNL PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61000 SH KIMBERLY CLARK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71000 SH PACCAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 SH PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9$100,000 US TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101000 SH VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112000 SH VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121000 SH WILLIAMS COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131000 SH VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012230
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23170
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01991094
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02014264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01991094
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134340
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134340
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134340
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136145
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01805
IRS990PF/DistributableAmountGrp/TotalTaxAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03100
IRS990PF/FMVAssetsEOYAmt02876160
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0127346
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt091974
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt091974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01422728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01290303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02186750
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0136420
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0103552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt091646
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02014264
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01991094
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0450000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0450374
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02014264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01991094
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02876160
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02014264
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01991094
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02014264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01991094
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0152763
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt030258
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt030186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02764357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0146404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02617953
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041465
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136145
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02722892
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02764357
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt33200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT K FERGUSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM J TOOMEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERNA SNIPES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DANIEL J TOOMEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE AND PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE AND SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012454 GWEN DRIVE NO 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21505 E SECTION STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MOUNT VERNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd298274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0133100
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0133100
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION INVESTS IN DIVIDEND PAYING STOCKS BONDS AND PUBLICLY
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TRADED PARTNERSHIPS TO SUPPORT THE FOUNDATION'S CHARITABLE PURPOSE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENTS IN PUBLICLY TRADED SECURITIES TO FULFILL THE FOUNDATION'S
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3REQUIRED GRANTS AND SALE OF SECURITIES ARE A REQUIRED FUNDING SOURCE
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01128 E FAIRHAVEN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098233
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM J TOOMEY CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03604240833
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,991,094
Liabilities
$0
Net assets
$1,991,094
Revenue
$130,473
Expenses
$153,643
Net income
-$23,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.23$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.19$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.18$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.14$0.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.13$0.14$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.14$0.12$0.01
2014Summary only. Only limited summary data is available for this year.$1.91$0.00$0.12$0.15$0.02
2013Summary only. Only limited summary data is available for this year.$1.94$0.00$0.11$0.14$0.03
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$0.15$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.09$0.12$0.03