Robert & Elizabeth Fergus Fdn
- Assets
- $2.8m
- Revenue
- $50.4k
- Investments
- $2.4m
- Employees
- 0
- Location
- Aspen, CO
- Founding
- 04/1969
- Data as of
- 12/2023
- EIN
- 31-6087932
Organization Overview
Robert & Elizabeth Fergus Fdn is located in Aspen, CO. The organization was established in 1969. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert & Elizabeth Fergus Fdn is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Robert & Elizabeth Fergus Fdn generated $50.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (11.1%) each year. All expenses for the organization totaled $172.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert & Elizabeth Fergus Fdn has awarded 616 individual grants totaling $1,324,910. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth Fergus Co-Trustee | 4 | $0 | |
Catherine Garber Co-Trustee | 2 | $0 | |
Sylvia Fergus Co-Trustee | 2 | $0 | |
Corwin Fergus Co-Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $74,065 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$24,687 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,000 |
| Total Revenue | $50,378 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,206 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $457 |
| Total operating and administrative expenses | $37,691 |
| Contributions, gifts, grants paid | $134,500 |
| Total expenses and disbursements | $172,191 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $392,830 |
| Net Accounts receivable | $1,680 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,800 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,824,888 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert & Elizabeth Fergus Fdn has awarded $134,500 in support to 56 organizations.
| Grant Recipient | Amount |
|---|---|
ASPEN PUBLIC RADIO PURPOSE: UNRESTRICTED | $1,000 |
ASPEN CENTER FOR ENVIROMENTAL STUDI PURPOSE: UNRESTRICTED | $4,000 |
EARTH JUSTICE PURPOSE: UNRESTRICTED | $2,000 |
DOCTORS WITHOUT BORDERS PURPOSE: UNRESTRICTED | $4,000 |
ASPEN VALLEY HOSPITAL FNDT PURPOSE: UNRESTRICTED | $1,000 |
ROCKY MOUNTAIN INSTITUTE PURPOSE: UNRESTRICTED | $4,000 |