STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
Tax period
2021-11-01 to 2022-10-31
Filed
2023-09-06
IRS object ID
202332499349100923
Schema version
2021v4.1
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)
Return2023-09-06T14:25:49-07:00ReturnTs
Tax Period End2022-10-31TaxPeriodEndDt

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 Begin2021-11-01TaxPeriodBeginDt

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
Signature2023-09-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSAN ELIZABETHPersonFirstNm
Person LastGEORGEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT P GRIFFINPreparerPersonNm
PTINP01317747PTIN
Phone5624261585PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$637,378ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$424DividendsNetInvstIncmAmt
Dividends Adj Net Incm$424DividendsAdjNetIncmAmt
Total Rev And Expnss$637,802TotalRevAndExpnssAmt
Total Net Invst Incm$424TotalNetInvstIncmAmt
Total Adj Net Incm$424TotalAdjNetIncmAmt
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$495,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$495,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$495,200TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$495,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$142,602ExcessRevenueOverExpensesAmt
Net Investment Income$424NetInvestmentIncomeAmt
Adjusted Net Income$424AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$142,602CashEOYAmt
Total Assets EOY$142,602TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$142,602NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$142,602TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$142,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$142,602ExcessRevenueOverExpensesAmt
Subtotal$142,602SubtotalAmt
Tot Net Ast Or Fund Balances EOY$142,602TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Subtotal$6SubtotalAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Tax Due$6TaxDueAmt
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$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$6DistributableBeforeAdjAmt
Distributable Before Ded$6DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$495,200ExpensesAndContributionsAmt
Qualifying Distributions$495,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$509,971ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$511,372ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$319,018ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$309,461ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,649,822TotalExcessDistributionCyovAmt
Qualifying Distributions$495,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$495,200RemainingDistriFromCorpusAmt
Total Corpus$2,145,022TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$509,971ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,635,051ExcessDistriCyovToNextYrAmt
Excess From Year4$511,372ExcessFromYear4Amt
Excess From Year3$319,018ExcessFromYear3Amt
Excess From Year2$309,461ExcessFromYear2Amt
Excess From Current Year$495,200ExcessFromCurrentYearAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAMANTHA BARES
363 ROBIE CIRCLEABBEVILLELA70510NONEISUPPORT$27,000
ELYSE DURHAM BUFFENBARGER
591 MONON BLVD APT 424CARMENIN46032NONEISUPPORT$20,000
CAROLINE CASPER
647 COLE STSAN FRANCISCOCA94117NONEISUPPORT$14,400
NORA CORRIGAN
1 MEADOW ROAD 3PROVINCETOWNMA02657NONEISUPPORT$30,000
ALYSANDRA DUTTON
661 N LEVERETT AVE 9FAYETTEVILLEAR72701NONEISUPPORT$30,000
SEAN M HAYES
45 SHERWOOD AVENORTH PROVIDENCERI02911NONEISUPPORT$27,000
CHRISTINE KOUBEK
533 VANDERBILT AVENUEVIRGINIA BEACHVA23451NONEISUPPORT$15,000
SONYA LARSON
89 CONCORD AVE 1SOMERVILLEMA02143NONEISUPPORT$32,000
ARIEL LEWIS
3328 MEADOWBROOK BLVDCLEVELAND HEIGHTSOH44118NONEISUPPORT$18,000
ALEXANDRA MANGLIS
34 WINTHROP STNORTHAMPTONMA01060NONEISUPPORT$20,000
CLARE NEEDHAM
562 7TH STREET APT 5BROOKLYNNY11215NONEISUPPORT$25,000
ESTHER OKONKWO
639 SOUTH LUCAS ST APT 10IOWA CITYIA52240NONEPCDONATION$10,600
OLIVIA PARKES
PO BOX 401PIONEERTOWNCA92268NONEPCDONATION$14,000
MORGAN JAMES TALTY
PO BOX 354LEVANTME04456NONEPCDONATION$30,000
JENN ALANDY TRAHAN
4750 EL CAMINO REAL APT 401LOS ALTOSCA94022NONEPCDONATION$25,000
BRIAN TRAPP
70 E 19TH AVEEUGENEOR97401NONEPCDONATION$20,000
JESSICA WALKER
100 PINE VIEW WAYROMEGA30161NONEPCDONATION$22,000
KATE WEIBERG
727 DEEPDENE RD 1BALTIMOREMD21210NONEPCDONATION$34,700
ACTORS THEATRE OF LOUISVILLE
316 WEST MAIN STREETLOUISVILLEKY40202NoneSUPPORT$9,500
THE GREATER SEATTLE BUREAU OF FEARL
PO BOX 30764SEATTLEWA98113NONEDONATION$20,000
CHANCE THEATER
PO BOX 3309ORANGECA92857NONEDONATION$6,000
CHILDREN'S THEATER OF MADISON
228 STATE STREETMADISONWI53703NONEDONATION$5,000
BOOK-IT REPERTORY THEATRE
305 HARRISON STREETSEATTLEWA98109NONEDONATION$10,000
WORDCRAFTERS OF EUGENE
438 CHARNELTON STE 101EUGENEOR97401NONEDONATION$15,000
WRITEGIRL
1330 FACTORY PLACE BLDG F STE 104LOS ANGELESCA90013NONEDONATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$495,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$424RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$424RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$424TotalIncomeProducingActyAmt

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