Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BETTYE POETZ FERGUSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE BUSH STREET SUITE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94104
A Employer identification number

94-3192412
B Telephone number (see instructions)

(415) 954-4400
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,366,438J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 999,972 999,900  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,224
b Gross sales price for all assets on line 6a 374,598
7 Capital gain net income (from Part IV, line 2)... 109,224
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,109,196 1,109,124  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
26,610 13,305 0 13,305
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,160 10,080 0 10,080
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
166,210 141,393   24,817
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,689 1,562   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
100     100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 219,769 166,340 0 48,302
25 Contributions, gifts, grants paid....... 1,500,000 1,500,000
26 Total expenses and disbursements. Add lines 24 and 25 1,719,769 166,340 0 1,548,302
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -610,573
b Net investment income (if negative, enter -0-) 942,784
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 769,850 5,068,691 5,068,691
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 16,335,017 Click to see attachment
List of Attached Documents:
// Content
11,102,987 		11,128,277
b Investments—corporate stock (attach schedule)....... 1,665,078 Click to see attachment
List of Attached Documents:
// Content
1,753,386 		2,301,258
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 926 Click to see attachment
List of Attached Documents:
// Content
926 		7,081
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
731,933 		Click to see attachment
List of Attached Documents:
// Content
931,933 		Click to see attachment
List of Attached Documents:
// Content
861,131
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,502,804 18,857,923 19,366,438
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 19,502,804 18,857,923
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,502,804 18,857,923
30 Total liabilities and net assets/fund balances (see instructions). 19,502,804 18,857,923
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,502,804
2
Enter amount from Part I, line 27a .....................
2
-610,573
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,892,231
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
34,308
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,857,923
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-09
b 100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-10
c 100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-11
d .3333 GE HEALTHCARE TECHNOLOGY   2022-04-13 2023-01-12
e 100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-12
125. PAYPAL HOLDINGS INC     2023-01-13
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-13
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-17
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-18
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-19
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-20
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-23
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-24
20. ALNYLAM PHARMACEUTICALS INC   2022-05-16 2023-01-25
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-25
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-26
100. QURATE RETAIL INC-SERIES A   2019-06-06 2023-01-27
50. META PLATFORMS INC-CLASS A   2022-02-16 2023-02-14
1604. MICRO FOCUS INTL-SPN ADR     2023-02-21
150. GE AEROSPACE COM   2022-04-13 2023-04-04
50. GILEAD SCIENCES INC   2021-08-24 2023-04-13
125. MOLSON COORS BEVERAGE CO - B   2018-05-24 2023-05-16
25. FEDEX CORP   2019-01-24 2023-05-23
100. NOVARTIS AG-SPONSORED ADR   2017-10-25 2023-05-25
100. ALPHABET INC-CL C     2023-06-06
25. META PLATFORMS INC-CLASS A   2022-02-16 2023-06-06
100. HP INC   2017-10-25 2023-06-13
150. HP INC   2017-10-25 2023-06-14
100. FOX CORP - CLASS A   2019-03-20 2023-07-06
75. MICROCHIP TECHNOLOGY INC     2023-07-06
100. FOX CORP - CLASS A   2019-03-20 2023-07-07
100. FOX CORP - CLASS A   2019-03-20 2023-07-10
125. CAPITAL ONE FINANCIAL CORP   2017-10-25 2023-07-20
96. VMWARE INC-CLASS A     2023-07-25
50. DELL TECHNOLOGIES -C   2019-07-29 2023-09-01
100. INCYTE CORP   2022-03-15 2023-09-01
100. CISCO SYSTEMS INC   2017-10-25 2023-09-06
100. CISCO SYSTEMS INC   2017-10-25 2023-09-07
100. CISCO SYSTEMS INC   2017-10-25 2023-09-08
25. GE AEROSPACE COM   2022-04-13 2023-09-15
10. MICROSOFT CORP   2017-10-25 2023-09-15
25. MOLSON COORS BEVERAGE CO - B   2018-05-24 2023-09-15
100. DELL TECHNOLOGIES -C   2019-07-29 2023-09-26
150. DELL TECHNOLOGIES -C   2020-01-27 2023-09-27
50. OCCIDENTAL PETROLEUM CORP   2020-01-27 2023-10-10
45. SANDOZ GROUP AG   2017-10-25 2023-10-10
5. META PLATFORMS INC-CLASS A   2022-02-16 2023-10-19
25. GILEAD SCIENCES INC   2021-08-24 2023-10-19
25. HP INC   2017-10-25 2023-10-19
100. HONDA MOTOR CO LTD-SPONS ADR   2022-02-16 2023-10-19
3. REGENERON PHARMACEUTICALS   2022-05-16 2023-10-19
50. UBS GROUP AG-REG   2022-03-14 2023-10-19
100. HONDA MOTOR CO LTD-SPONS ADR   2022-02-16 2023-10-20
150. HONDA MOTOR CO LTD-SPONS ADR   2022-02-16 2023-10-23
100. COMCAST CORP-CLASS A   2017-10-25 2023-10-31
100. GE AEROSPACE COM     2023-10-31
25. ALPHABET INC-CL A   2022-05-12 2023-11-07
5. UNITEDHEALTH GROUP INC   2017-10-25 2023-11-07
25. MEDTRONIC PLC   2023-01-31 2023-11-07
25. STATE STREET CORP   2023-05-23 2023-11-09
50. WELLS FARGO & CO   2023-05-24 2023-11-09
10. CELANESE CORP   2017-10-25 2023-11-14
25. GE HEALTHCARE TECHNOLOGY   2023-03-03 2023-11-14
300. HALEON PLC-ADR     2023-11-14
25. WELLS FARGO & CO   2017-10-25 2023-11-14
10. TE CONNECTIVITY LTD REG SHS   2017-10-25 2023-11-14
15. BROADCOM INC     2023-11-22
300. VMWARE INC-CLASS A     2023-11-22
100. LINCOLN NATIONAL CORP   2022-11-30 2023-11-28
24. BROADCOM INC     2023-12-04
.564 BROADCOM INC   2020-01-27 2023-12-06
75. ALPHABET INC-CL C   2022-11-03 2023-12-12
100. UBS GROUP AG-REG     2023-12-15
100. UBS GROUP AG-REG     2023-12-18
25. FEDEX CORP   2019-01-24 2023-12-19
100. UBS GROUP AG-REG     2023-12-19
100. UBS GROUP AG-REG   2022-03-10 2023-12-20
100. UBS GROUP AG-REG     2023-12-21
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 190   849 -659
b 190   849 -659
c 192   849 -657
d 20   21 -1
e 192   849 -657
9,860   9,740 120
193   849 -656
194   849 -655
195   849 -654
190   849 -659
198   849 -651
220   849 -629
223   849 -626
4,548   2,512 2,036
223   849 -626
252   849 -597
262   849 -587
8,974   10,805 -1,831
10,307   5,457 4,850
14,227   10,458 3,769
4,160   3,618 542
7,915   7,683 232
5,672   4,307 1,365
9,856   7,188 2,668
12,825   7,163 5,662
6,812   5,402 1,410
3,088   2,179 909
4,646   3,269 1,377
3,403   4,077 -674
6,505   3,109 3,396
3,407   4,077 -670
3,376   4,077 -701
14,384   11,376 3,008
15,543   8,439 7,104
3,433   1,359 2,074
6,506   7,325 -819
5,715   3,444 2,271
5,695   3,444 2,251
5,692   3,444 2,248
2,868   1,743 1,125
3,320   786 2,534
1,591   1,537 54
6,940   2,718 4,222
10,249   3,545 6,704
3,208   2,063 1,145
1,236   862 374
1,563   1,080 483
1,961   1,809 152
661   545 116
3,260   3,193 67
2,422   1,964 458
1,208   823 385
3,268   3,193 75
4,849   4,789 60
4,125   3,653 472
10,862   6,077 4,785
3,285   2,842 443
2,694   1,041 1,653
1,816   2,084 -268
1,681   1,719 -38
2,039   2,044 -5
1,260   1,048 212
1,803   1,908 -105
2,448   1,875 573
1,057   1,381 -324
1,307   888 419
14,617   8,481 6,136
40,298   19,920 20,378
2,396   3,753 -1,357
22,175   11,200 10,975
553   239 314
10,017   6,280 3,737
2,968   1,641 1,327
2,934   1,635 1,299
7,036   4,307 2,729
3,018   1,624 1,394
3,055   1,615 1,440
3,062   1,610 1,452
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -659
b       -659
c       -657
d       -1
e       -657
      120
      -656
      -655
      -654
      -659
      -651
      -629
      -626
      2,036
      -626
      -597
      -587
      -1,831
      4,850
      3,769
      542
      232
      1,365
      2,668
      5,662
      1,410
      909
      1,377
      -674
      3,396
      -670
      -701
      3,008
      7,104
      2,074
      -819
      2,271
      2,251
      2,248
      1,125
      2,534
      54
      4,222
      6,704
      1,145
      374
      483
      152
      116
      67
      458
      385
      75
      60
      472
      4,785
      443
      1,653
      -268
      -38
      -5
      212
      -105
      573
      -324
      419
      6,136
      20,378
      -1,357
      10,975
      314
      3,737
      1,327
      1,299
      2,729
      1,394
      1,440
      1,452
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 109,224
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 13,105
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,105
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,105
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,992
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,992
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,113
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowGEORGE ARGYRIS Telephone no.right arrow (415) 954-4400

Located atright arrowONE BUSH STREET SUITE 900SAN FRANCISCOCA ZIP+4right arrow94104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
George Argyris Trustee
1 		0    
One Bush Street Suite 900
San Francisco,CA94104
Evan Abrams Trustee
1 		0    
One Bush Street Suite 900
San Francisco,CA94104
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Dodge & Cox INVESTMENT ADVSIOR 116,383
555 CALIFORNIA STREET 40TH FLOOR
SAN FRANCISCO,CA94104
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,021,742
b
Average of monthly cash balances.......................
1b
613,362
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,635,104
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
19,635,104
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
294,527
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,340,577
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
967,029
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
967,029
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,105
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,105
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
953,924
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
953,924
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
953,924
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,548,302
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,548,302
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 953,924
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 5,605,262
c From 2020...... 4,827,790
d From 2021...... 7,157,091
e From 2022...... 0
f Total of lines 3a through e ........ 17,590,143
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,548,302
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 953,924
e Remaining amount distributed out of corpus 594,378
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 18,184,521
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		18,184,521
10 Analysis of line 9:
a Excess from 2019.... 5,605,262
b Excess from 2020.... 4,827,790
c Excess from 2021.... 7,157,091
d Excess from 2022.... 0
e Excess from 2023.... 594,378
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Mercy Housing Inc

1600 BROADWAY SUITE 2000
Denver,CO80202 		N/A PC DEVELOP SENIOR HOUSING 1,500,000
Total .................................right arrow 3a 1,500,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 999,972  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 109,224  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,109,196  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,109,196
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT FEES 20,160 10,080   10,080

TY 2023 InvestmentsCorpStockSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Name of Stock End of Year Book Value End of Year Fair Market Value
007924103 AEGON N.V.-NY REG SH    
02079K107 ALPHABET INC-CL C 30,747 59,895
05722G100 BAKER HUGHES CO 15,249 27,344
060505104 BANK OF AMERICA CORP 33,786 38,721
064058100 BANK OF NEW YORK MEL 46,061 46,845
09061G101 BIOMARIN PHARMACEUTI 14,964 19,284
09857L108 BOOKING HOLDINGS INC 18,023 35,472
110122108 BRISTOL-MYERS SQUIBB 12,791 12,828
125523100 THE CIGNA GROUP 40,774 62,885
126650100 CVS HEALTH CORP 32,523 39,480
14040H105 CAPITAL ONE FINANCIA 36,771 55,726
14448C104 CARRIER GLOBAL CORP 6,493 17,235
150870103 CELANESE CORP 12,048 17,868
16119P108 CHARTER COMMUNICATIO 39,238 48,585
17275R102 CISCO SYSTEMS INC 13,774 20,208
192446102 COGNIZANT TECH SOLUT 19,926 24,547
20030N101 COMCAST CORP-CLASS A 40,178 48,235
20825C104 CONOCOPHILLIPS 17,842 23,214
24703L202 DELL TECHNOLOGIES -C    
31428X106 FEDEX CORP 32,693 50,594
337738108 FISERV INC 58,504 73,062
35137L105 FOX CORP - CLASS A 28,539 20,769
375558103 GILEAD SCIENCES INC 39,646 46,581
38141G104 GOLDMAN SACHS GROUP 23,142 36,648
40434L105 HP INC 13,428 18,806
42824C109 HEWLETT PACKARD ENTE 14,080 16,980
59156R108 METLIFE INC 48,573 59,517
594837403 MICRO FOCUS INTL-SPN    
594918104 MICROSOFT CORP 16,363 62,047
595017104 MICROCHIP TECHNOLOGY 11,398 24,800
60871R209 MOLSON COORS BEVERAG 15,365 15,303
66987V109 NOVARTIS AG-SPONSORE 15,310 22,718
674599105 OCCIDENTAL PETROLEUM 32,596 77,623
74915M100 QURATE RETAIL INC-SE    
75513E101 RTX CORP 49,319 58,898
771195104 ROCHE HOLDINGS LTD-S 18,608 19,927
80105N105 SANOFI-ADR 61,185 69,622
808513105 SCHWAB (CHARLES) COR 65,988 96,320
872590104 T-MOBILE US INC 14,990 28,058
89832Q109 TRUIST FINANCIAL COR 31,326 33,228
91324P102 UNITEDHEALTH GROUP I 11,446 28,956
928563402 VMWARE INC-CLASS A    
949746101 WELLS FARGO & CO 80,843 94,749
969457100 WILLIAMS COS INC 10,529 20,898
G51502105 JOHNSON CONTROLS INT 30,313 46,112
G5960L103 MEDTRONIC PLC 11,128 10,298
H84989104 TE CONNECTIVITY LTD 16,874 26,695
02043Q107 ALNYLAM PHARMACEUTIC 6,907 10,528
02079K305 ALPHABET INC-CL A 23,465 31,430
023135106 AMAZON.COM INC 29,082 41,784
03524A108 ANHEUSER-BUSCH INBEV 32,536 35,541
19247G107 COHERENT CORP 15,203 13,059
25470M109 DISH NETWORK CORP-A 10,272 2,885
28414H103 ELANCO ANIMAL HEALTH 21,553 17,880
30303M102 META PLATFORMS INC-C 15,127 24,777
31620M106 FIDELITY NATIONAL IN 42,754 36,042
364760108 GAP INC/THE 9,246 12,546
369604301 GENERAL ELECTRIC CO 14,789 35,098
37733W204 GSK PLC-SPON ADR 46,433 44,472
405552100 HALEON PLC-ADR 11,955 15,637
438128308 HONDA MOTOR CO LTD-S 11,174 10,819
45337C102 INCYTE CORP 13,569 12,558
534187109 LINCOLN NATIONAL COR    
68902V107 OTIS WORLDWIDE CORP 5,590 6,710
70450Y103 PAYPAL HOLDINGS INC    
75886F107 REGENERON PHARMACEUT 25,002 32,497
857477103 STATE STREET CORP 23,523 27,111
98956P102 ZIMMER BIOMET HOLDIN 29,694 30,425
H42097107 UBS GROUP AG-REG 5,974 10,815
N53745100 LYONDELLBASELL INDU- 18,385 21,393
0076CA104 AEGON LTD-NY REG SHR 10,975 10,944
05352A100 AVANTOR INC 21,659 25,113
071813109 BAXTER INTERNATIONAL 14,908 15,464
25746U109 DOMINION RESOURCES I 21,154 18,800
36266G107 GE HEALTHCARE TECHNO 16,850 21,263
459506101 INTL FLAVORS & FRAGR 14,061 16,194
48203R104 JUNIPER NETWORKS INC 15,687 14,740
64125C109 NEUROCRINE BIOSCIENC 2,704 3,294
65249B109 NEWS CORP - CLASS A 3,750 4,910
655844108 NORFOLK SOUTHERN COR 26,765 29,548
918204108 VF CORP 9,266 9,400

TY 2023 InvestmentsGovtObligationsSch
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
US Government Securities - End of Year Book Value:

11,102,987
US Government Securities - End of Year Fair Market Value:

11,128,277
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
674599162 OCCIDENTAL PETROLEUM AT COST 926 7,081

TY 2023 LegalFeesSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 26,610 13,305   13,305


TY 2023 OtherAssetsSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX DODGE & COX INCOME-I 727,312 927,312 856,196
36467J108 GAMING AND LEISURE P 4,621 4,621 4,935


TY 2023 OtherDecreasesSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Description Amount
OTHER ADJUSTMENTS 34,308


TY 2023 OtherExpensesSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE RE-REGISTRATION FEE 100 0   100


TY 2023 OtherProfessionalFeesSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN FEES 49,633 24,816   24,817
INVESTMENTS MANAGEMENT FEES 116,383 116,383    
INVESTMENT EXPENSES 194 194    


TY 2023 TaxesSchedule
Name:
BETTYE POETZ FERGUSON FOUNDATION
EIN:
94-3192412
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 897 897   0
FEDERAL ESTIMATES 5,127 0   0
FOREIGN TAXES ON NONQUALIFIED 665 665   0