Daniel C Ferguson Charitable Trust

Naples, FL
Tax-exempt since July 1987
EIN: 36-6848627

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$367k (2024)

Expenses

$601k (2024)

Total Assets

$1.13M (2024)

Total Liabilities

$1.35k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$366,559

Expenses

$601,450

Net Income

-$234,891

Net Assets

$1,128,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,074	0.6%
Dividends	$45,648	12.5%
Sales of Assets	$318,837	87.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$570,300	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,130,308
Total Liabilities	$1,348
Net Assets	$1,128,960

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$268,553

Expenses

$157,402

Net Income

$111,151

Net Assets

$1,363,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,712	2.9%
Dividends	$44,862	16.7%
Sales of Assets	$215,979	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,615	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,363,851
Total Liabilities	$0
Net Assets	$1,363,851

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on April 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$278,239

Expenses

$541,401

Net Income

-$263,162

Net Assets

$1,252,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,052	15.8%
Sales of Assets	$234,187	84.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$509,100	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,252,700
Total Liabilities	$0
Net Assets	$1,252,700

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on March 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$339,285

Expenses

$587,162

Net Income

-$247,877

Net Assets

$1,515,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,107	13.3%
Sales of Assets	$294,178	86.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$555,500	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,518,498
Total Liabilities	$2,636
Net Assets	$1,515,862

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on May 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$135,434

Expenses

$135,333

Net Income

$101

Net Assets

$1,763,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,690	36.0%
Sales of Assets	$86,744	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,500	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,763,926
Total Liabilities	$187
Net Assets	$1,763,739

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on March 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$85,071

Expenses

$133,720

Net Income

-$48,649

Net Assets

$1,763,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,574	60.6%
Sales of Assets	$33,497	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,100	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,763,638
Total Liabilities	$1
Net Assets	$1,763,637

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on April 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$107,942

Expenses

$284,877

Net Income

-$176,935

Net Assets

$1,812,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,161	47.4%
Sales of Assets	$56,781	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,200	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,816,088
Total Liabilities	$3,801
Net Assets	$1,812,287

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0
Betsy R Ferguson (Trustee)	$0	$0

990-PF

Filed on April 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$128,362

Expenses

$308,844

Net Income

-$180,482

Net Assets

$1,989,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,727	40.3%
Sales of Assets	$76,635	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$292,000	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,990,698
Total Liabilities	$1,476
Net Assets	$1,989,222

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0

990-PF

Filed on Feb. 22, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$52,112

Expenses

$308,345

Net Income

-$256,233

Net Assets

$2,169,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,850	> 100%
Sales of Assets	-$738
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,000	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,183,609
Total Liabilities	$13,905
Net Assets	$2,169,704

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0

990-PF

Filed on Feb. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$117,034

Expenses

$341,793

Net Income

-$224,759

Net Assets

$2,425,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,513	44.9%
Sales of Assets	$64,521	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$317,500	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,437,742
Total Liabilities	$11,805
Net Assets	$2,425,937

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0

990-PF

Filed on March 31, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,201,556

Expenses

$353,753

Net Income

$847,803

Net Assets

$2,650,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,027	6.8%
Sales of Assets	$1,119,529	93.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,250	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,660,146
Total Liabilities	$9,450
Net Assets	$2,650,696

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$343,568

Expenses

$464,408

Net Income

-$120,840

Net Assets

$1,802,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,893	29.4%
Sales of Assets	$242,675	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,700	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,810,893
Total Liabilities	$8,000
Net Assets	$1,802,893

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Ferguson (Trustee)	$0	$0

990-PF

Filed on Aug. 20, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$89,555

Expenses

$447,633

Net Income

-$358,078

Net Assets

$1,923,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,555	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$422,000	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,929,983
Total Liabilities	$6,250
Net Assets	$1,923,733

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$216,556

Expenses

$319,347

Net Income

-$535,903

Net Assets

$2,281,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,229
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,000	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,286,461
Total Liabilities	$4,650
Net Assets	$2,281,811

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Daniel C Ferguson Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $367k (2024)

Expenses $601k (2024)

Total Assets $1.13M (2024)

Total Liabilities $1.35k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$367k (2024)

Expenses

$601k (2024)

Total Assets

$1.13M (2024)

Total Liabilities

$1.35k (2024)

Fiscal Year Ending Dec.
2024

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