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Nonprofit · EIN 13-7371356

SONJA FOUNDATION TR

Also known as FERGUSON JOHN J TTEE

Tax-exempt · GREENWICH, CT 06830

Financials

$5K$278K2023$3K$174K2024$48K$91K2025
Revenue Expenses · by fiscal year end
Financials of SONJA FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$48,280$90,694-$42,414$123,018$0$123,018
December 31, 2024990-PF$2,646$174,381-$171,735$195,362$0$195,362
December 31, 2023990-PF$5,362$277,845-$272,483$212,883$0$212,883
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,318
Interest
$1
Net gain from sales of assets
$46,961

Expenses

Grants and similar amounts paid
$84,000
Excise tax on investment income
$641

Balance sheet and other

Total assets, start of year
$195,362
Total assets, end of year
$123,018
Total liabilities, end of year
$0
Net assets, end of year
$123,018
Fair market value of assets
$123,018
Net investment income
$48,280

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN J FERGUSON
25 FIELD PT RD, GREENWICH, CT 06830
TRUSTEE0$0
GUNDMUNDUR A BRIGISSON
25 FIELD PT RD, GREENWICH, CT 06830
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOHN J FERGUSON
25 FIELD PT RD, GREENWICH, CT 06830
TRUSTEE0$0
GUNDMUNDUR A BRIGISSON
25 FIELD PT RD, GREENWICH, CT 06830
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOHN J FERGUSON
25 FIELD PT RD, GREENWICH, CT 06830
TRUSTEE0$0
GUNDMUNDUR A BRIGISSON
25 FIELD PT RD, GREENWICH, CT 06830
TRUSTEE0$0

Address and contacts

Address (IRS master file)
C/O JOHN FERGUSON-25 FIELD PT RD, GREENWICH, CT 06830-0000
In care of
% JOHN FERGUSON
Signed the 990-PF
JOHN FERGUSON, TRUSTEE
Phone
(203) 661-5222
Return prepared by
ANDERSEN FINANCIAL GROUP LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7371356
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$123,018
Income (IRS master file)
$91,103

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$48,280$90,694$123,018XML
990-PFDecember 2024$2,646$174,381$195,362XML
990-PFDecember 2023$5,362$277,845$212,883XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7371356).

Questions about SONJA FOUNDATION TR

What is the EIN of SONJA FOUNDATION TR?
The employer identification number (EIN) of SONJA FOUNDATION TR is 13-7371356.
Is SONJA FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SONJA FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SONJA FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SONJA FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SONJA FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SONJA FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SONJA FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,280, expenses of $90,694 and total assets of $123,018 at year end.

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