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
THE ARCH L FERGUSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1839
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, TX760041839
A Employer identification number

23-7103241
B Telephone number (see instructions)

(817) 460-1841
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$8,976,812J 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) 97,870
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,956 5,956  
4 Dividends and interest from securities... 254,091 254,091  
5a Gross rents............ 30,874 30,874  
b Net rental income or (loss) -17,387
6a Net gain or (loss) from sale of assets not on line 10 2,653,887
b Gross sales price for all assets on line 6a 7,164,534
7 Capital gain net income (from Part IV, line 2)... 2,653,887
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
136,224 136,224  
12 Total. Add lines 1 through 11........ 3,178,902 3,081,032  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 205,400 30,810   174,590
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 126,798 19,020   107,778
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,306 796   4,510
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,845 1,027   5,818
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,483 39,126   14,357
17 Interest............... 17,216 17,216   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,026 21,090   13,356
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
40,842 40,842  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 600 90   510
22 Printing and publications.......... 2,899 435   2,464
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
68,345 43,088   25,257
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 561,760 213,540   348,640
25 Contributions, gifts, grants paid....... 124,050 124,050
26 Total expenses and disbursements. Add lines 24 and 25 685,810 213,540   472,690
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,493,092
b Net investment income (if negative, enter -0-) 2,867,492
c Adjusted net income (if negative, enter -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............. -1 1 1
2 Savings and temporary cash investments......... 598,837 331,079 331,079
3 Accounts receivable right arrow7,270
Less: allowance for doubtful accounts right arrow   9,899 7,270 7,270
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,425 6,905 6,905
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,542,320 Click to see attachment
List of Attached Documents:
// Content
3,894,643 		3,611,182
c Investments—corporate bonds (attach schedule)....... 719,896 Click to see attachment
List of Attached Documents:
// Content
2,865,084 		2,783,929
11 Investments—land, buildings, and equipment: basis right arrow246,688
Less: accumulated depreciation (attach schedule) right arrow162,983 88,010 Click to see attachment
List of Attached Documents:
// Content
83,705 		83,705
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,918,681 Click to see attachment
List of Attached Documents:
// Content
2,187,472 		2,152,741
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,883,067 9,376,159 8,976,812
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 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........... 6,883,067 9,376,159
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........    
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)..... 6,883,067 9,376,159
30 Total liabilities and net assets/fund balances (see instructions). 6,883,067 9,376,159
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
6,883,067
2
Enter amount from Part I, line 27a .....................
2
2,493,092
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,376,159
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,376,159
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 250 MORGAN STANLEY   2023-03-27 2023-06-28
b 400 RIO TINTO PLC SPON ADR   2022-11-10 2023-02-22
c 60000 US TSY NOTE   2022-02-03 2023-01-12
d 50000 US TSY NOTE   2023-01-12 2023-03-17
e 50000 US TSY NT FED   2023-08-22 2023-08-31
1000 ZIM INTEGRATED SHIPPING   2023-02-14 2023-10-31
500 ZIM INTEGRATED SHIPPING   2023-03-01 2023-10-31
500 ZIM INTEGRATED SHIPPING   2023-03-17 2023-10-31
1000 ALLIANCE BERNSTEIN GL HIGH   2016-05-24 2023-12-18
100 ALLIANCE BERNSTEIN GL HIGH   2016-07-06 2023-12-18
2900 ALLIANCE BERNSTEIN GL HIGH   2016-07-06 2023-12-18
1300 ALLIANCE BERNSTEIN GL HIGH   2021-07-08 2023-12-18
368 ALLIANCE BERNSTEIN GL HIGH   2021-07-12 2023-12-18
832 ALLIANCE BERNSTEIN GL HIGH   2021-07-15 2023-12-18
100 BWX TECHNOLOGIES INC   2022-08-08 2023-09-25
2000 CION INVT CORP   2014-07-23 2023-11-08
2000 CION INVT CORP   2014-07-23 2023-11-08
1000 DYNAGAS LNG PARTNERS   2018-10-16 2023-03-27
1000 DYNAGAS LNG PARTNERS   2018-10-16 2023-03-27
480 GSK PLC ADR   2021-06-11 2023-12-18
480 GSK PLC ADR   2021-06-16 2023-12-18
600 HALEON PLC ADR   2021-06-11 2023-01-12
600 HALEON PLC ADR   2021-06-16 2023-01-12
70 SIMON PPTY GROUP   2022-05-09 2023-12-19
49 VIA RENEWABLES INC   2019-07-12 2023-01-27
1000 VIA RENEWABLES INC   2019-07-12 2023-01-27
951 VIA RENEWABLES INC   2019-07-12 2023-01-30
232 ENERGY TRSFR LP   2019-04-17 2023-08-14
185 ENERGY TRSFR LP   2019-04-17 2023-08-15
500 ENERGY TRSFR LP   2019-04-17 2023-08-31
675 ENERGY TRSFR LP   2019-04-17 2023-09-05
200 ENERGY TRSFR LP   2019-04-17 2023-09-08
208 ENERGY TRSFR LP   2019-04-17 2023-09-18
1200 NUSTAR ENERGY   2022-01-12 2023-01-23
500 NUSTAR ENERGY   2022-01-12 2023-12-01
50 S CGOL ABERDEEN   2023-04-21 2023-04-21
200 GILEAD SCIENCES INC   2022-02-18 2023-02-09
ABERDN PHYS SLVR   2023-01-01 2023-12-01
ABERDN STD PHYS GOLD   2023-01-01 2023-12-01
270 APOLLO GLOBAL MGMT   2020-12-11 2023-02-02
500 APOLLO GLOBAL MGMT   2020-12-10 2023-08-03
230 APOLLO GLOBAL MGMT   2020-12-11 2023-08-03
300 BLACKSTONE INC   2022-04-07 2023-07-27
350 INTL BUSINESS MACHS   2021-08-05 2023-06-07
500 KINDER MORGAN INC   2020-11-11 2023-03-29
70 KYNDRYL HOLDINGS INC   2021-08-05 2023-10-06
1000 VERIZON COMMNS INC   2020-01-03 2023-09-28
683 GLOBAL X FDS   2023-01-12 2023-02-03
518 ISHARES TRUST   2023-01-12 2023-02-03
6984 VANECK ETF TRUST GOLD MINERS   2022-11-23 2023-02-03
634 VANECK ETF TRUST RARE EARTH   2023-01-12 2023-02-03
2167 PROSHARES TRUST   2023-02-21 2023-03-01
1987 BARCLAYS BANK   2023-02-24 2023-03-02
3677 PROSHARES TRUST   2023-02-24 2023-03-06
2858 PROSHARES TRUST   2023-03-01 2023-03-06
1359 ISHARES INC JP MORGAN   2023-07-13 2023-07-18
316 VANECK ETF TRUST   2023-07-13 2023-07-19
700 GLOBAL X FDS   2023-07-13 2023-07-19
1375 GLOBAL X FDS   2023-07-13 2023-07-19
71 VANECK ETF JUNIOR GOLD   2023-07-11 2023-07-18
4265 FIRST TRUST ETF   2023-07-13 2023-07-21
1049 PIMCO ETF TRUST   2023-07-21 2023-07-27
1283 VANECK ETF TRUST   2023-07-11 2023-07-27
1788 GLOBAL X FDS   2023-07-18 2023-07-27
2436 INVESCO ETF   2023-07-13 2023-07-27
783 ARK ETF TR   2023-07-11 2023-07-31
2117 PROSHARES TRUST   2023-07-13 2023-07-31
3527 GLOBAL CLOUD COMPUTING   2023-07-13 2023-07-31
1806 ARK ETR TR GENOMIC   2023-11-20 2023-12-04
809 ARK ETR TR WEB   2023-11-15 2023-12-04
27 ARK ETF TR FINTECH   2023-11-15 2023-11-22
3458 ART ETF TR FINTECH   2023-11-15 2023-12-04
298 FIRST TR EXCHANGE TR   2023-11-15 2023-12-04
142 FIRST TR EXCHANGE TR   2023-12-19 2023-12-22
287 FIRST TR EXCHANGE TR   2023-12-19 2023-12-27
1518 FIRST TRUST EXCHANGE   2023-12-13 2023-12-22
586 FIRST TR SMALL CAP   2023-12-19 2023-12-27
4745 GLOBAL X FDS GENOMIC   2023-11-21 2023-12-04
2338 GLOBAL X FED CLOUT   2023-12-14 2023-12-22
100 ISHARE TR SEMICONDUCTOR   2023-11-15 2023-11-28
95 ISHARE R SEMICONDUCTOR   2023-11-15 2023-12-01
647 ISHARES TR US TECH   2023-11-15 2023-11-29
1984 PIMCO ETF TR   2023-12-05 2023-12-11
471 VANECK ETF SEMI   2023-12-13 2023-12-19
1448 VANECK ETF TR   2023-11-15 2023-12-04
1375 VANECK ETF TR   2023-12-22 2023-12-28
457 VANGUARD WROLD FDS   2023-12-19 2023-12-27
3594.4770 PIMCO HY   2023-06-07 2023-10-20
FARM SALE P   2023-10-27
APX DRILLING P 2015-12-31 2023-12-31
NORTHSTAR P 2015-12-31 2023-12-31
17.477 NORTHERN LTS FD   2023-03-30 2023-04-04
58642.1 SCHWAB FUNDS   2023-02-22 2023-04-04
59004.12 SCHWAB FUNDS   2023-02-22 2023-04-05
11496.205 NORTHERN LIGHTS   2019-10-02 2023-04-18
1996.385 PROFUNDS   2022-10-25 2023-04-18
88549.67 SCHWAB FUNDS   2023-02-22 2023-04-18
8666.89 BLACKROCK FUNDS   2023-04-04 2023-04-18
147.955 TIAA CREF   2022-12-30 2023-01-17
168.073 PIMCO INVESTMENTS   2022-12-07 2023-01-17
1.826 PROFUNDS   2022-12-29 2023-01-17
2050.098 PROFUNDS   2022-10-25 2023-02-21
7754.89 PMCO INV HY   2022-10-28 2023-02-22
9275.386 PRINCIPAL HY   2022-11-14 2023-02-22
7118.985 TIAA CREF   2022-10-28 2023-02-22
9998.378 PAYDEN FUNDS   2022-11-10 2023-02-22
35.555 NORTHERN LTS FD TR   2023-03-30 2023-03-31
CAPITAL GAINS DIVIDENDS P    
(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 20,620   21,545 -925
b 28,896   24,606 4,290
c 53,953   58,976 -5,023
d 48,987   48,987 0
e 46,439   46,535 -96
7,782   21,500 -13,718
3,891   12,393 -8,502
3,891   12,351 -8,460
9,970   11,751 -1,781
997   1,208 -211
28,913   35,091 -6,178
12,961   16,324 -3,363
3,669   4,655 -986
8,295   10,532 -2,237
7,298   5,688 1,610
20,065   41,177 -21,112
20,145   41,177 -21,032
23,160   18,540 4,620
23,141   18,540 4,601
17,278   19,957 -2,679
17,278   20,314 -3,036
4,507   4,428 79
4,507   4,507 0
9,876   8,354 1,522
1,198   1,244 -46
24,494   25,383 -889
23,247   24,139 -892
5,643   5,800 -157
4,532   4,625 -93
12,183   12,500 -317
16,519   16,875 -356
4,863   5,000 -137
5,048   5,200 -152
26,524   26,919 -395
12,527   11,216 1,311
1,961     1,961
16,936   12,295 4,641
108     108
314     314
19,214   13,069 6,145
42,559   23,585 18,974
19,577   11,133 8,444
31,312   33,813 -2,501
46,037   48,593 -2,556
8,368   5,660 2,708
986   2,130 -1,144
31,862   61,230 -29,368
27,476   27,996 -520
59,486   55,944 3,542
211,146   211,278 -132
59,354   55,906 3,448
49,736   49,667 69
22,413   24,876 -2,463
47,727   49,707 -1,980
48,985   49,358 -373
48,190   48,299 -109
26,945   27,957 -1,012
47,418   48,286 -868
54,161   55,894 -1,733
2,807   2,585 222
55,828   56,084 -256
91,871   94,065 -2,194
46,680   46,624 56
47,810   50,618 -2,808
47,842   48,306 -464
52,417   49,227 3,190
76,952   75,032 1,920
74,524   75,603 -1,079
52,350   51,179 1,171
56,589   50,624 5,965
603   586 17
85,418   75,059 10,359
51,470   49,868 1,602
26,635   26,618 17
53,947   53,798 149
81,987   80,088 1,899
54,383   53,748 635
51,056   49,112 1,944
53,282   51,800 1,482
50,924   51,163 -239
48,953   48,605 348
76,216   74,701 1,515
158,621   159,034 -413
81,844   80,112 1,732
55,056   49,636 5,420
52,900   53,687 -787
53,979   53,603 376
26,527   26,745 -218
3,086,460   289,544 2,796,916
    20,000 -20,000
    77,750 -77,750
449   449 0
58,642   58,642 0
59,004   59,004 0
295,912   297,684 -1,772
59,153   59,033 120
88,550   88,550 0
59,022   59,022 0
1,255   1,255 0
1,308   1,308 0
54   54 0
59,863   59,341 522
58,394   59,660 -1,266
58,620   58,648 -28
58,233   58,567 -334
59,190   58,601 589
912   912 0
4,474     4,474
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       -925
b       4,290
c       -5,023
d       0
e       -96
      -13,718
      -8,502
      -8,460
      -1,781
      -211
      -6,178
      -3,363
      -986
      -2,237
      1,610
      -21,112
      -21,032
      4,620
      4,601
      -2,679
      -3,036
      79
      0
      1,522
      -46
      -889
      -892
      -157
      -93
      -317
      -356
      -137
      -152
      -395
      1,311
      1,961
      4,641
      108
      314
      6,145
      18,974
      8,444
      -2,501
      -2,556
      2,708
      -1,144
      -29,368
      -520
      3,542
      -132
      3,448
      69
      -2,463
      -1,980
      -373
      -109
      -1,012
      -868
      -1,733
      222
      -256
      -2,194
      56
      -2,808
      -464
      3,190
      1,920
      -1,079
      1,171
      5,965
      17
      10,359
      1,602
      17
      149
      1,899
      635
      1,944
      1,482
      -239
      348
      1,515
      -413
      1,732
      5,420
      -787
      376
      -218
      2,796,916
      -20,000
      -77,750
      0
      0
      0
      -1,772
      120
      0
      0
      0
      0
      0
      522
      -1,266
      -28
      -334
      589
      0
      4,474
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 2,653,887
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 39,858
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 39,858
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 39,858
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 9
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,013
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,013 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowTX
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 arrowN/A
14
The books are in care ofright arrowGARY HOOD-GENERAL MANAGER Telephone no.right arrow (817) 460-1841

Located atright arrow601 EAST ABRAM STREETARLINGTONTX ZIP+4right arrow76010
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)
 
No
(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
 
 
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
GARY HOOD PRES/DIRECTOR
40.00 		122,400 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
EDWIN BONNEAU SEC/TREAS/DIRECTOR
1.00 		0 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
SCOTT GAGE DIRECTOR
1.00 		0 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
RICHARD GAGE DIRECTOR
1.00 		0 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
RANDALL HOOD VP/DIRECTOR
30.00 		72,000 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
JASON HOOD DIRECTOR
1.00 		0 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
TIM KETCHERSID DIRECTOR
1.00 		0 0 0
601 EAST ABRAM STREET
ARLINGTON,TX76010
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
NONE
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 arrow0
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
6,237,517
b
Average of monthly cash balances.......................
1b
804,333
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,041,850
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
7,041,850
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
105,628
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,936,222
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
346,811
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
346,811
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
39,858
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,858
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
306,953
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
306,953
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
306,953
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
472,690
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
472,690
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 7 306,953
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...... 4,625
b From 2019...... 138,896
c From 2020...... 118,489
d From 2021...... 107,205
e From 2022...... 191,550
f Total of lines 3a through e ........ 560,765
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 472,690
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..... 306,953
e Remaining amount distributed out of corpus 165,737
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 5 726,502
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) ... 		4,625
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		721,877
10 Analysis of line 9:
a Excess from 2019.... 138,896
b Excess from 2020.... 118,489
c Excess from 2021.... 107,205
d Excess from 2022.... 191,550
e Excess from 2023.... 165,737
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

50TH ST CHURCH OF CHRIST

6035 NW 50TH ST
OKLAHOMA CITY,OK73122 		    FOR MISSIONS/INDIA 2,500

50TH ST CHURCH OF CHRIST

6035 NW 50TH ST
OKLAHOMA CITY,OK73122 		    CHURCH BENOVOLENCE 7,000

50TH ST CHURCH OF CHRIST

6035 NW 50TH ST
OKLAHOMA CITY,OK73122 		    FOR BENEVOLENCE 1,500

ALICE KETCHERSID

4675 N BENTON DR
BLOOMINGTON,IN47408 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS 1,700

ANN MCLEAN

800 N LOVERS LANE APT 113
VISALIA,CA93292 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-WIDOW OF ROLAND MCLEAN 1,700

ARLINGTON CHARITIES

811 SECRETARY DR
ARLINGTON,TX76015 		    BENEVOLENCE 1,500

BARBARA HOLLOWAY

418 PINE TERRACE
STAR CITY,AR71677 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-RETIRED 1,700

BEREAN CHILDRENS HOME

1180 BEREA TRAIL SE
BOGUE CHITTO,MS39629 		    BENEVOLENCE-CHILDRENS MINISTRY 1,000

BEREAN CHILDRENS HOME

1180 BEREA TRAIL SE
BOGUE CHITTO,MS39629 		    BENEVOLENCE-CHILDRENS MINISTRY 1,000

BEREAN CHILDRENS HOME

1180 BEREA TRAIL SE
BOGUE CHITTO,MS39629 		    BENEVOLENCE-CHILDRENS MINISTRY 1,000

BEREAN CHILDRENS HOME

1180 BEREA TRAIL SE
BOGUE CHITTO,MS39629 		    FOR BENEVOLENCE 5,000

CALIFORNIA LANE CHURCH OF CHRIST

1906 CALIFORNIA LN
ARLINGTON,TX76015 		    FOR BENEVOLENCE 1,500

CHRISTIAN RELIEF FUND

PO BOX 19670
AMARILLO,TX791149955 		    CHURCH GENERAL FUND FOR WATER WELL 5,000

COLEMAN AVE CHURCH OF CHRIST

212 W COLEMAN AVE
COLBERT,OK74733 		    FOR BENEVOLENCE 1,500

ELK AVE CHURCH OF CHRIST

2113 ELK AVE
DUNCAN,OK73533 		    FOR BENEVOLENCE 1,500

FARMERS BRANCH CHURCH OF CHRIST

3035 VALLEY VIEW LAND
FARMERS BRANCH,TX75234 		    FOR BENEVOLENCE 25,000

GLORIA ROGERS

2704 HIGHCREST
DUNCAN,OK73533 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-WIDOW OF JERRY ROGERS 1,700

GREENWOOD CHURCH OF CHRIST

406 E CENTER ST
GREENWOOD,AR72936 		    FOREIGN MISSIONS/MEXICO 1,000

GREENWOOD CHURCH OF CHRIST

406 E CENTER ST
GREENWOOD,AR72936 		    FOREIGN MISSIONS/MEXICO 1,000

GREENWOOD CHURCH OF CHRIST

406 E CENTER ST
GREENWOOD,AR72936 		    FOREIGN MISSIONS-MEXICO 1,000

GREENWOOD CHURCH OF CHRIST

406 E CENTER ST
GREENWOOD,AR72936 		    FOREIGN MISSIONS 2,500

GREENWOOD CHURCH OF CHRIST

406 E CENTER ST
GREENWOOD,AR72936 		    CHURCH BENEVOLENCE 1,250

INDIA MISSION FUND

1136 HILL AVE
FAYETTEVILLE,AR72701 		    FOREIGN MISSIONS-INDIA 1,000

INDIA MISSION FUND

1136 HILL AVE
FAYETTEVILLE,AR72701 		    FOREIGN MISSIONS-INDIA 1,000

INDIA MISSION FUND

1136 HILL AVE
FAYETTEVILLE,AR72701 		    FOREIGN MISSIONS-INDIA 1,000

INDIA MISSION FUND

1136 HILL AVE
FAYETTEVILLE,AR72701 		    FOREIGN MISSIONS-INDIA 2,500

JOAN PROSISE

21217 HOSKINS RD
CALDWELL,ID83607 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-WIDOW OF JEFF PROSISE 1,700

JOYCE GRAY

111 KOLDIN LANE
FORT WORTH,TX76114 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-WIDOW OF GEORGE GRAY 1,700

LARRY BRANUM

1204 S PLEASANT ST
SPRINGDALE,AR72764 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-LARRY BRANUM 1,700

LINDA WHITE

604 N MAIN ST
SAND SPRINGS,OK74063 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS 1,700

MOMENTS OF INSPIRATION

1100 NORTH 9TH ST
BALLINGER,TX76821 		    CHURCH GENERAL AND MISCELLANEOUS GRANTS 2,000

NAMIKANGO MISSION FUND

510 COLLEGE AVE
SOUTH HOUSTON,TX77587 		    FOREIGN MISSIONS-MALAWI 1,000

NAMIKANGO MISSION FUND

510 COLLEGE AVE
SOUTH HOUSTON,TX77587 		    FOREIGN MISSIONS-MALAWI 1,000

NAMIKANGO MISSION FUND

510 COLLEGE AVE
SOUTH HOUSTON,TX77587 		    FOREIGN MISSIONS-MALAWI 1,000

NAMIKANGO MISSION FUND

510 COLLEGE AVE
SOUTH HOUSTON,TX77587 		    FOREIGN MISSIONS-MALAWI 2,500

NEURO FITNESS FOUNDATION

1361 W EULESS BLVD 101
EULESS,TX76040 		    PUBLIC CHARITY-BENOVOLENCE 500

NINTH ST CHURCH OF CHRIST

PO BOX 561
BALLINGER,TX768210561 		    CHURCH BENEVOLENCE 1,500

PEGGY WILKS

1518 WEST FIR ST
ROGERS,AR72758 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS 1,700

QUAKER AVE CHURCH OF CHRIST

1701 QUAKER AVE
LUBBOCK,TX79416 		    FOREIGN MISSIONS/UGANDA 2,000

QUAKER AVE CHURCH OF CHRIST

1701 QUAKER AVE
LUBBOCK,TX79416 		    CHURCH BENEVOLENCE 3,600

SHARON WRIGHT

1011 NORTH ANGLIN ST
CLEBURNE,TX76031 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS-RETIRED 1,700

SOUTH HILL CHURCH OF CHRIST

1136 HILL AVE
FAYETTEVILLE,AR72701 		    FOR BENEFOLENCE 10,000

SOUTH HILL CHURCH OF CHRIST

1136 HILL AVE
FAYETTEVILLE,AR72701 		    FOR BENEVOLENCE 1,500

SUNNY GLEN CHILDREN'S HOME

2385 W EXPRESSWAY 83
SAN BENITO,TX78586 		    DOMESTIC MISSIONS-CHILDREN'S MINISTRY 2,500

SW BIBLE INSTITUTE

3200 SAN ANTONIO ST
SAN ANGELO,TX76901 		    PREACHER TRAINING 2,000

UKRAINE MISSION FUND

5728 WHITE SETTLEMENT RD
FT WORTH,TX76114 		    FOREIGN MISSIONS-UKRAINE 1,000

UKRAINE MISSION FUND

5728 WHITE SETTLEMENT RD
FT WORTH,TX76114 		    FOREIGN MISSIONS-UKRAINE 1,000

UKRAINE MISSION FUND

5728 WHITE SETTLEMENT RD
FT WORTH,TX76114 		    FOREIGN MISSIONS-UKRAINE 1,000

UKRAINE MISSION FUND

5728 WHITE SETTLEMENT RD
FT WORTH,TX76114 		    FOREIGN MISSIONS-UKRAINE 2,000

VERLEN KETCHERSID

3001 RANDY LANE
FARMERS BRANCH,TX75234 		    SUPLEMENTAL SUPPORT FOR MINISTERS AND RETIRED MINISTERS 1,700

WESTSIDE CHURCH OF CHRIST

6203 WEST BROADWAY
PEARLAND,TX77581 		    FOREIGN MISSIONS-NIGERIA 2,000
Total .................................right arrow 3a 124,050
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		        5,956
4 Dividends and interest from securities ....         254,091
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....         -17,387
6 Net rental income or (loss) from personal property          
7 Other investment income .....         136,224
8 Gain or (loss) from sales of assets other than
inventory ............ 		        2,653,887
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) .. 0 0 3,032,771
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,032,771
(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.)
3 INVESTMENT-INTEREST BEARING CASH
4 INVESTMENT-INTEREST AND DIVIDENDS FROM SECURITIES
5B NET RENTAL INCOME
7 INVESTMENT-OTHER INCOME
8 INVESTMENT-NET GAIN ON SALES OF ASSETS
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:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,845 1,027   5,818

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
5601 E ABRAM ST 1995-07-01 124,000 87,297 SL 39.000000000000 3,179 3,179    
HEATING & A/C OFFICE 1996-10-15 3,038 2,044 SL 39.000000000000 78 78    
PHONE 1995-01-15 1,892 1,891 200DB 5.000000000000 0 0    
COMPUTER 1995-06-15 4,773 4,773 200DB 5.000000000000 0 0    
FURN & FIXTURES VARIOUS 1995-12-31 20,084 20,084 200DB 5.000000000000 0 0    
COPIER 1996-02-15 1,120 1,120 200DB 5.000000000000 0 0    
LAND 601 E ABRAM ST 1995-07-01 27,000   L   0 0    
COMPUTER 2003-05-16 3,117 1,558 200DB 5.000000000000 0 0    
BLDG IMPROVEMENTS 2003-06-26 3,750 1,876 SL 39.000000000000 96 96    
OFFICE EQUIP 2003-07-25 452 226 200DB 5.000000000000 0 0    
AIR CONDITION UNIT 2005-05-11 4,001 1,815 SL 39.000000000000 103 103    
AIR CONDITION UNIT 2005-10-03 5,023 2,220 SL 39.000000000000 129 129    
ROOFING IMPROVEMENT 2006-02-08 23,401 10,125 SL 39.000000000000 600 600    
OFFICE EQUIPMENT 2007-06-30 2,615 2,615 200DB 7.000000000000 0 0    
DELL COMPUTER SYSTEM 2008-12-30 7,181 3,590 200DB 5.000000000000 0 0    
ALARM SYSTEM 2008-01-29 724 362 200DB 7.000000000000 0 0    
COMPUTER 2009-01-28 592 296 200DB 5.000000000000 0 0    
COMPUTER 2009-02-26 553 276 200DB 5.000000000000 0 0    
SAFE 2009-04-30 4,113 2,056 200DB 5.000000000000 0 0    
AIR CONDITION UNIT 2010-07-23 4,668 1,495 SL 39.000000000000 120 120    
OFFICE EQUIP 2012-08-01 4,591 2,295 200DB 5.000000000000 0 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS-SEE STATEMENT B 2,865,084 2,783,929

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS & MUTUAL FUNDS-SEE STATEMENT A 3,894,643 3,611,182

TY 2023 InvestmentsLandSchedule2
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
5601 E ABRAM ST 124,000 90,476 33,524  
HEATING & A/C OFFICE 3,038 2,122 916  
PHONE 1,892 1,891 1  
COMPUTER 4,773 4,773 0  
FURN & FIXTURES VARIOUS 20,084 20,084 0  
COPIER 1,120 1,120 0  
LAND 601 E ABRAM ST 27,000 0 27,000  
COMPUTER 3,117 3,117 0  
BLDG IMPROVEMENTS 3,750 1,972 1,778  
OFFICE EQUIP 452 452 0  
AIR CONDITION UNIT 4,001 1,918 2,083  
AIR CONDITION UNIT 5,023 2,349 2,674  
ROOFING IMPROVEMENT 23,401 10,725 12,676  
OFFICE EQUIPMENT 2,615 2,615 0  
DELL COMPUTER SYSTEM 7,181 7,181 0  
ALARM SYSTEM 724 724 0  
COMPUTER 592 592 0  
COMPUTER 553 553 0  
SAFE 4,113 4,113 0  
AIR CONDITION UNIT 4,668 1,615 3,053  
OFFICE EQUIP 4,591 4,591 0  

TY 2023 InvestmentsOtherSchedule2
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PRIVATE EQUITY PARTNERSHIPS FMV 1,982,472 1,947,741
INVESTMENTS-LIFE SETTLEMENTS AT COST 205,000 205,000

TY 2023 LegalFeesSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 5,306 796   4,510


TY 2023 OtherExpensesSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE - OTHER 6,860 1,029   5,831
REPAIRS & MAINTENANCE 3,463 519   2,944
OFFICE EXPENSE 6,226 934   5,292
UTILITIES & TELEPHONE 13,165 1,975   11,190
FARM RENTAL EXPENSE 38,631 38,631   0


TY 2023 OtherIncomeSchedule2
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GAIN FROM PRIVATE EQUITIES SECURITIES 21,773 21,773 21,773
OIL & GAS ROYALTIES 32,456 32,456 32,456
LIFE SETTLEMENTS 54,953 54,953 54,953
MISCELLANEOUS INCOME/LOSS 4,795 4,795 4,795
NON-DIV DIST 22,247 22,247 22,247


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 16,891 2,534   14,357
MANAGEMENT FEES 36,592 36,592   0


TY 2023 TaxesSchedule
Name:
THE ARCH L FERGUSON FOUNDATION
EIN:
23-7103241
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 15,713 2,357   13,356
EXCISE TAX 9,608 9,608   0
FOREIGN TAX PAID 3,380 3,800   0
PROPERTY TAX ON RENTAL PROPERTY 5,325 5,325   0