STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-09-11
IRS object ID
202402559349101060
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-11T13:54:28-07:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208148382PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Certified Tax & Financial ServiceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 E Bixby RdAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330829947EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ELIZABETH GEORGE FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO SUSAN E GEORGEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELIZBusinessNameControlTxt
Phone3602212326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1429AddressLine1Txt
CityLANGLEYCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN ELIZABETH GEORGEPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2024-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael A SantoroPreparerPersonNm
PTINP01794464PTIN
Phone5624261585PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$632,790ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,762InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,762InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,762InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$635,552TotalRevAndExpnssAmt
Total Net Invst Incm$2,762TotalNetInvstIncmAmt
Total Adj Net Incm$2,762TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$512,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$512,830ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$512,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$512,830TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$122,722ExcessRevenueOverExpensesAmt
Net Investment Income$2,762NetInvestmentIncomeAmt
Adjusted Net Income$2,762AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$122,722CashEOYAmt
Total Assets EOY$122,722TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$122,722NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$122,722TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$122,722TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$122,722ExcessRevenueOverExpensesAmt
Subtotal$122,722SubtotalAmt
Tot Net Ast Or Fund Balances EOY$122,722TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Tax Due$38TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN E GEORGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3602212326PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1429AddressLine1Txt
CityLANGLEYCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98260ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SUSAN ELIZABETH GEORGE
601 BELMONT AVENUE EAST F-9SEATTLEWA98102DIRECTOR0.00$0
SHEILA HILLINGER
5101 BORDEAUXIRVINECA92714EX. SECRETARY0.00$0
CHRISTOPHER EYRE
637 E VAN BIBBERORANGECA92866TREASURER0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$38DistributableBeforeAdjAmt
Distributable Before Ded$38DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$512,830ExpensesAndContributionsAmt
Qualifying Distributions$512,830QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$511,372ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$319,018ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$309,461ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,139,851TotalExcessDistributionCyovAmt
Qualifying Distributions$512,830QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$512,830RemainingDistriFromCorpusAmt
Total Corpus$1,652,681TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$511,372ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,141,309ExcessDistriCyovToNextYrAmt
Excess From Year4$319,018ExcessFromYear4Amt
Excess From Year3$309,461ExcessFromYear3Amt
Excess From Current Year$512,830ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN ELIZABETH GEORGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1429AddressLine1Txt
CityLANGLEYCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98260ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3602212326RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS ARE MADE IN THE FORM OF A NEEDS ANALYSIS, APPLICATIONS GIVE DETAILED LIST OF NEEDS. THESE ARE REVIEWED AND A DECISION IS MADE AS TO THE AMOUNT THE FOUNDATION WILL GIVE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YU-MEI BALASINGAMCHOW
49 CHILD STREET APT 1JAMAICA PLAINMA02130NONEISUPPORT$12,000
SINDYA BHANOO
822 HARRIS AVENUEAUSTINTX78705NONEISUPPORT$30,000
PRITHA BHATTACHARYYA
3959 HIGHLAND OAKS DRIVEFAIRFAXVA22033NONEISUPPORT$30,000
EDMONSON ANDREW COLE
10 AVON PLACE 13PORTLANDME04101NONEISUPPORT$19,000
LYNETTE CURTIS
6145 DUTCH WINDMILL AVELAS VEGASNV89139NONEISUPPORT$16,200
TERESA DZIEGLEWICZ
4736 N WINTHROP AVECHICAGOIL60640NONEISUPPORT$18,200
ANNE ELLIOT
28 CHESTNUT STSOUTH PORTLANDME04106NONEISUPPORT$10,000
MELENIE FREEDOM FLYNN
14 GARFIELD AVENUEEASTHAMPTONMA01027NONEISUPPORT$26,000
NICK GARDNER
1319 DELASFIELD PL NWWASHINGTON DCDC20011NONEISUPPORT$23,800
NICOLE GONZALEZ
4 PHILLIPS PLSOMERVILLEMA02143NONEISUPPORT$20,000
RON HUETT
100 W 118TH ST APT 2ANEW YORKNY10026NONEISUPPORT$26,000
NATASHA OLADOKUM
232 S FAIR OAKS AVE APT 4MADISONWI53704NONEISUPPORT$35,000
JACOB STILLWELL POWERS
402 E CARSTON ST 2SAN ANTONIOTX78208NONEISUPPORT$12,000
ROWAN SHARP
1240 W SIMS WAY BOX 67PORT TOWNSENDWA98368NONEISUPPORT$30,630
ALISON THUMEL
355 ADAMS ST 3OAKLANDCA94610NONEISUPPORT$13,200
AJIBOLA TOLASE
3857 HOWE ST APT AOAKLANDCA94611NONEISUPPORT$20,300
AMANDA WENGER
2800 KIRBY DRIVE APT AHOUSTONTX77098NONEISUPPORT$30,000
ACTORS THEATRE OF LOUISVILLE
316 WEST MAIN STREETLOUISVILLEKY40202NONESUPPORT$9,500
THE GREATER SEATTLE BUREAU OF FEARL
PO BOX 30764SEATTLEWA98113NONESUPPORT$15,000
CHANCE THEATER
PO BOX 3309ORANGECA92857NONESUPPORT$6,000
CHILDREN'S THEATER OF MADISON
228 STATE STREETMADISONWI53703NONESUPPORT$5,000
MIGHTY WRITERS
1501 CHRISTIAN STREETPHILADELPHIAPA19146NONESUPPORT$10,000
OPERATION JUMP START
3515 LINDEN AVENUELONG BEACHCA90807NONESUPPORT$15,000
SEATTLE ARTS LECTURES
340 15TH AVE E SUITE 301SEATTLEWA98112NONEPURPOSE$20,000
SEATTLE REP
PO BOX 900923SEATTLEWA98109NONESUPPORT$30,000
WORDCRAFTERS OF EUGENE
438 CHARNELTON STE 101EUGENEOR97401NONESUPPORT$15,000
WRITEGIRL
1330 FACTORY PLACE BLDG F STE 104LOS ANGELESCA90013NONESUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$512,830TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$2,762ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,762ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,762TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd