BEZOS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEZOS FAMILY FOUNDATION (EIN 91-2073258)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349103605
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Employee Compensation Expln
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:34:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIONEER SQUARE ADVISORSLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 4TH AVENUE SUITE 860 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912073258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEZOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BEZOS FAMILY FOUNDATION | InCareOfNm |
| Business Name Control | BEZO | BusinessNameControlTxt |
| Phone | 2062752048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 7th Avenue 116 Suite 149 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIGUEL BEZOS | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 2062752048 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIGUEL | PersonFirstNm |
| Person Last | BEZOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH RAGSDALE | PreparerPersonNm |
| PTIN | P00295413 | PTIN |
| Phone | 2068384880 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,412,795 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $114,846,237 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $351,673 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $971,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $598,713 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,593,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,003,679 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$30,958,866 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $581,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,858,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,535,146 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,981,787 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,981,787 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $404,697 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $404,697 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $109,337 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $109,337 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $292,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $205,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,576 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $655,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,901 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $245,211 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,875 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,875 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,583,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,557,119 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,076,753 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,390,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,205,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,205,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,282,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,595,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,423,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,285,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,239,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,181,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,208,959 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOYFMV | $3,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $103,902,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,425,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,500,766 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $10,603,815 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,699,570 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,699,570 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,746,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,306,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,412,795 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$984 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,499 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,515 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $130,746,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,299,168 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,746,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,299,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,746,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,306,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,746,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,423,144 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,323,008 | SubtotalAmt |
| Other Decreases | $23,840 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,299,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| 10,834 SHARES VANGUARD REAL ESTATE - ATTACHMENT D-1 LT | $969,694 | $857,888 | $111,806 | $111,806 | ||
| ATTACHMENT D-2 ST | $835,119 | $848,919 | -$13,800 | -$13,800 | ||
| ATTACHMENT D-2 LT | $3,777,199 | $3,882,517 | -$105,318 | -$105,318 | ||
| 2,375 SHARES AMAZON.COM INC | $5,010,893 | $31 | $5,010,862 | $5,010,862 | 2008-03-17 | 2022-05-23 |
| 1,075 SHARES AMAZON.COM INC | $132,571 | $1 | $132,570 | $132,570 | 2008-03-17 | 2022-09-19 |
| 80,000 SHARES AMAZON.COM INC | $9,867,611 | $52 | $9,867,559 | $9,867,559 | 2008-03-17 | 2022-09-19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,003,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $226,363 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $226,363 | SubtotalAmt |
| Tax Based On Investment Income | $226,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242,152 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $392,152 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $356 | EsPenaltyAmt |
| Overpayment | $165,433 | OverpaymentAmt |
| Applied To ES Tax | $165,433 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEZOSFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEZOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062752048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 7TH AVENUE SUITE 116 NO 149 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MIGUEL A BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR, VICE PRES, SECRETARY | 1.0 | $0 | $0 | $0 |
| JACKLYN G BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR, CHAIR, PRESIDENT | 1.0 | $0 | $0 | $0 |
| CHRISTINA BEZOS POORE | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARK S BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LISA BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEPHEN S POORE | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEFFREY P BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER PLUTTE | ||||||||
| 1700 7TH AVENUE STE 116 149 | SEATTLE | WA | 98101 | MANAGING DIRECTOR | 40.0 | $124,800 | $10,134 | $0 |
| MEGAN WYATT | ||||||||
| 1700 7TH AVENUE STE 116 149 | SEATTLE | WA | 98101 | MANAGING DIRECTOR | 36.0 | $117,036 | $9,776 | $0 |
| JODY ROSENTSWIEG | ||||||||
| 1700 7TH AVENUE STE 116 149 | SEATTLE | WA | 98101 | DIRECTOR OF GRANTS | 40.0 | $100,032 | $9,817 | $0 |
| ELYSE ROWE | ||||||||
| 1700 7TH AVENUE STE 116 149 | SEATTLE | WA | 98101 | COMMUNICATION DIRECT | 40.0 | $97,855 | $11,723 | $0 |
| DANIEL TORRES | ||||||||
| 1700 7TH AVENUE STE 116 149 | SEATTLE | WA | 98101 | SR PROGRAM MANAGER | 40.0 | $75,135 | $9,132 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PERKINS COIE LLP | |||||
| 1201 THIRD AVENUE STE 4800 | SEATTLE | WA | 981013099 | LEGAL | $253,350 |
| MCCUTCHEN GROUP | |||||
| 925 4TH AVE | SEATTLE | WA | 98104 | CONSULTING | $204,426 |
| WEARERALLY LLC | |||||
| 5670 WILSHIRE BLVD SUITE 820 | LOS ANGELES | CA | 90036 | MEDIA SERVICES | $360,985 |
| SUBSTANTIAL | |||||
| 900 EAST PINE STREET STE 202 | SEATTLE | WA | 98122 | CONSULTING | $332,909 |
| HANSELL TIERNEY INC | |||||
| 2955 80TH AVE SE STE 103 | MERCER ISLAND | WA | 98040 | CONSULTING | $155,502 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEZOS SCHOLARS PROGRAM (SEE ATTACHMENT A) | Description1Txt |
| Expenses1 | $1,148,401 | Expenses1Amt |
| Description2 | VROOM (SEE ATTACHMENT A) | Description2Txt |
| Expenses2 | $1,094,158 | Expenses2Amt |
| Description3 | MIND IN THE MAKING (SEE ATTACHMENT A) | Description3Txt |
| Expenses3 | $835,841 | Expenses3Amt |
| Description4 | STUDENTS REBUILD (SEE ATTACHMENT A) | Description4Txt |
| Expenses4 | $442,969 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $105,286,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,816,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,967,726 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,071,159 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $134,071,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,011,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,060,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,603,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,603,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226,363 | TotalTaxAmt |
| Distributable Before Adj | $6,376,642 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,376,642 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,376,642 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,595,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $107,595,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,376,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,832,430 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,139,544 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,993,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,712,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,017,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,696,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,595,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,376,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,219,341 | RemainingDistriFromCorpusAmt |
| Total Corpus | $463,915,528 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $62,832,430 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401,083,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,139,544 | ExcessFromYear4Amt |
| Excess From Year3 | $83,993,535 | ExcessFromYear3Amt |
| Excess From Year2 | $72,712,695 | ExcessFromYear2Amt |
| Excess From Year1 | $79,017,983 | ExcessFromYear1Amt |
| Excess From Current Year | $101,219,341 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIGUEL A BEZOS JACKLYN G BEZOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT C | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT C | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $99,205,381 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,205,381 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $971,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) FROM INVESTMENTS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,958,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$29,987,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$29,987,247 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MIGUEL AND JACKLYN BEZOS | |||||||
| 1 | 7683 Southeast 27th Street 224 | MERCER ISLAND | WA | 98040 | $79,550,020 | Yes (X) | Yes (X) |
| MIGUEL AND JACKLYN BEZOS | |||||||
| 2 | 7683 Southeast 27th Street 224 | MERCER ISLAND | WA | 98040 | $34,696,217 | Yes (X) | Yes (X) |
| MIGUEL AND JACKLYN BEZOS | |||||||
| 3 | 7683 Southeast 27th Street 224 | MERCER ISLAND | WA | 98040 | $500,000 | Yes (X) | |
| MIGUEL AND JACKLYN BEZOS | |||||||
| 4 | 7683 Southeast 27th Street 224 | MERCER ISLAND | WA | 98040 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 35,182 SHARES OF AMAZON, INC. | $79,550,020 | 2022-05-13 |
| 2 | 283,953 SHARES OF AMAZON, INC. | $34,696,217 | 2022-09-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING SERVICES | CategoryTxt |
| Amt | $44,000 | Amt |
| Disbursements Charitable Prps | $44,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp (5 entries)
| EmployeeEmployeeNm | ExplanationExplanationTxt |
|---|---|
| CHRISTOPHER PLUTTE | THE COMPENSATION AND BENEFITS REFLECT A PARTIAL YEAR. |
| MEGAN WYATT | THE COMPENSATION AND BENEFITS REFLECT A PARTIAL YEAR. |
| JODY ROSENTSWIEG | THE COMPENSATION AND BENEFITS REFLECT A PARTIAL YEAR. |
| ELYSE ROWE | THE COMPENSATION AND BENEFITS REFLECT A PARTIAL YEAR. |
| DANIEL TORRES | THE COMPENSATION AND BENEFITS REFLECT A PARTIAL YEAR. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | GrantGrantDt | GrantGrantAmt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TED FOUNDATION INC | |||||||||||
| 330 HUDSON STREET FLOOR 11 | NEW YORK | NY | 10013 | EXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. | NO | 01/31/2023 | 2023-01-31 | SEE ATTACHMENT B | |||
| WORK AND FAMILY RESEARCHERS NETWORK INC | |||||||||||
| 107 MULLER FACULTY CENTER | ITHACA | NY | 14850 | EXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. | NO | 11/08/2023 | 2023-11-08 | SEE ATTACHMENT B | 2022-06-20 | $10,000 | $10,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM, INC. | $35,768,040 | $35,768,040 |
| SEE ATTACHMENT C-1 | $11,101,788 | $11,176,895 |
| SEE ATTACHMENT C-2 | $20,308,441 | $20,308,441 |
| AFRICAN LEADERSHIP LTD | $3,333,333 | $3,333,333 |
| BLACKSTONE PTNRS OFFSHORE FUND | $8,389,033 | $8,389,033 |
| CQS DIRECTIONAL OPPORTUNITIES | $1,680,015 | $1,680,015 |
| HAWKES BAY INVESTORS (CAYMAN) | $1,845,009 | $1,845,009 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE, LLP | CategoryTxt |
| Legal Fees | $109,337 | LegalFeesAmt |
| Disbursements Charitable Prps | $109,337 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (11 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKFIELD STRATEGIC RE III | $2,583,784 | $2,779,670 | $2,779,670 |
| MITM - INTANGIBLE ASSETS | $269,010 | $0 | $0 |
| NB CROSSROADS PRIV MKTS FUND V | $1,812,905 | $1,744,679 | $1,744,679 |
| TOWNSEND REAL ESTATE ALPHA III | $2,233,555 | $1,895,406 | $1,895,406 |
| HARBOURVEST ACCESS -DOVER ST | $454,639 | $573,357 | $573,357 |
| ARDIAN VIII PFIC | $503,572 | $499,921 | $499,921 |
| CERBERUS OFFSHORE LEVERED LOAN | $545,582 | $803,165 | $803,165 |
| HPS SPECIALTY LOAN INT. FUND | $2,200,768 | $2,716,180 | $2,716,180 |
| ALPHA ACCESS SR - CREDIT | $0 | $1,539,309 | $1,539,309 |
| ALPHA ACCESS SR - RE | $0 | $1,147,773 | $1,147,773 |
| OTHER ASSETS | $0 | $110 | $110 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $23,840 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK FEES | $645 | $645 | |
| SERVICE EXPENSE | $578,353 | $578,353 | |
| ACTIVITIES IN PART VIII-A | $3,868,395 | $3,868,395 | |
| INSURANCE | $42,149 | $42,149 | |
| ADVERTISING | $22,400 | $22,400 | |
| TECHNOLOGY EXPENSES | $28,792 | $28,792 | |
| OTHER EXPENSE | $16,385 | $16,385 | |
| MANAGEMENT FEES | $26,630 | $26,630 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Revenue And Expenses Per Books | -$30,958,866 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $8,499 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $292,097 | Amt |
| Net Investment Income | $205,521 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,576 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $410,000 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $17,901 | $0 |
| PAYROLL TAXES | $245,211 | $0 | $245,211 |