STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-08-09
IRS object ID
202242219349100909
Schema version
2020v4.0
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)
Return2022-08-09T11:21:05-07:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

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 Line13703 Long Beach Blvd STE 400AddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

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
Signature2022-08-09SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$483,557ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$137DividendsRevAndExpnssAmt
Dividends Net Invst Incm$137DividendsNetInvstIncmAmt
Dividends Adj Net Incm$137DividendsAdjNetIncmAmt
Total Rev And Expnss$483,694TotalRevAndExpnssAmt
Total Net Invst Incm$137TotalNetInvstIncmAmt
Total Adj Net Incm$137TotalAdjNetIncmAmt
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$380,212ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,212ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$380,212TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$380,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$103,482ExcessRevenueOverExpensesAmt
Net Investment Income$137NetInvestmentIncomeAmt
Adjusted Net Income$137AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$808,533CashBOYAmt
Cash EOY$912,015CashEOYAmt
Total Assets BOY$808,533TotalAssetsBOYAmt
Total Assets EOY$912,015TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$808,533NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$808,533TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$912,015TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$808,533TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$912,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$808,533TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$103,482ExcessRevenueOverExpensesAmt
Subtotal$912,015SubtotalAmt
Tot Net Ast Or Fund Balances EOY$912,015TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Tax Due$2TaxDueAmt

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$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$2DistributableBeforeAdjAmt
Distributable Before Ded$2DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$380,212ExpensesAndContributionsAmt
Qualifying Distributions$380,212QualifyingDistributionsAmt
Adjusted Qualifying Distri$380,212AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$476,150ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$509,971ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$511,372ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$319,018ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$309,461ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,125,972TotalExcessDistributionCyovAmt
Qualifying Distributions$380,212QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$380,212RemainingDistriFromCorpusAmt
Total Corpus$2,506,184TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$476,150ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,030,034ExcessDistriCyovToNextYrAmt
Excess From Year4$509,971ExcessFromYear4Amt
Excess From Year3$511,372ExcessFromYear3Amt
Excess From Year2$319,018ExcessFromYear2Amt
Excess From Year1$309,461ExcessFromYear1Amt
Excess From Current Year$380,212ExcessFromCurrentYearAmt

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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JENNA ABRAMS
3243 E 10TH ST APT 1LONG BEACHCA90804NONEISUPPORT$17,000
JACOB ALBERT
5310 BOYD AVENUEOAKLANDCA94618NONEISUPPORT$26,120
CORYN BROWN
116 W 121ST ST APT 5ANEW YORKNY10027NONEISUPPORT$27,000
RACHAEL UWADA CLIFFORD
1700 GREENMOUNT AVE APT 403BALTIMOREMD21202NONEISUPPORT$31,582
APRIL DARCY
18 MCCOY AVENUEMETUCHENNJ08840NONEISUPPORT$9,500
JACK FORAKER
701/2 GRANADA AVEENUELONG BEACHCA90803NONEISUPPORT$22,660
BRIAN HAGENBUCH
853 HIAWATHA PL S 112SEATTLEWA98144NONEISUPPORT$19,850
STEPH KESEY
3655 ASHWORTH AVE NSEATTLEWA98103NONEISUPPORT$6,800
AUBREY MORAIF
35 GROVE STREET 2HNEW YORKNY10014NONEISUPPORT$27,500
JOSHA JAY NATHAN
2202 NE EVERETT STPORTLANDOR97232NONEPCDONATION$14,200
ALYSSA OGI
4743 N ALBINA AVENUE APT BPORTLANDOR97209NONEPCDONATION$9,400
SARAH ORIZAGA
1550 NW 14TH AVE 523PORTLANDOR97209NONEPCDONATION$9,400
KRITIKA PANDEY
54 PROSPECT STREETNORTHAMPTONMA01060NONEPCDONATION$25,000
REBECCA SACKS
PO BOX 26187LOS ANGELESCA90026NONEPCDONATION$24,000
ROSE SKELTON
5521 JOHNSON AVENUEBETHESDAMD20817NONEPCDONATION$34,000
MARY TERRIER
307 RED BIRD LNAUSTINTX78745NONEPCDONATION$28,000
KEITH S WILSON
1221 E 53RD ST APT3CHICAGOIL60615NoneSUPPORT$17,200
ACT THEATRE
KREIELSHEIMER PLACE 700 UNION STSEATTLEWA98101NONEDONATION$10,000
THE GREATER SEATTLE BUREAU OF FEARL
PO BOX 30764SEATTLEWA98113NONEDONATION$10,000
CHANCE THEATRE OF MADISON
228 STATE STREETMADISONWI53703NONEDONATION$6,000
CHILDREN'S THEATRE OF MADISON
228 STATE STREETMADISONWI53703NONEDONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,212TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$137RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$137RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137TotalIncomeProducingActyAmt

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