BEZOS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEZOS FAMILY FOUNDATION (EIN 91-2073258)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349106769
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T18:06:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 1624 4TH AVENUE SUITE 400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-14 | 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 | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,746,152 | 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 | $53,145,037 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $342,473 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $340,073 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $563,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $563,125 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,370,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,553,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,711,125 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,996,700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $362,212 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,417,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,976,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $208,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $208,510 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,527 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $165,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,208 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,113,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,037 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,085,908 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,687,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,294,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,603,671 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,603,671 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,291,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,898,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,873,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,736,763 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,448,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,239,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,239,589 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $140,192,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,902,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,902,748 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,087,707 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,603,815 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,603,815 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $156,729,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,746,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,746,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $156,729,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $130,746,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,729,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,746,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $156,729,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,746,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,729,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,873,187 | ExcessRevenueOverExpensesAmt |
| Subtotal | $130,855,813 | SubtotalAmt |
| Other Decreases | $109,661 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,746,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 450 SHARES FACEBOOK INC | D | 2012-05-17 | 2021-02-03 | $119,786 | $17,100 | $102,686 | $102,686 |
| 10,755 SHARES UBER TECHNOLOGIES INC | D | 2016-02-29 | 2021-02-03 | $618,757 | $535,035 | $83,722 | $83,722 |
| 10,000 SHARES UBER TECHNOLOGIES INC | D | 2016-02-29 | 2021-02-03 | $575,187 | $497,476 | $77,711 | $77,711 |
| 10,000 SHARES UBER TECHNOLOGIES INC | D | 2016-02-29 | 2021-02-03 | $572,107 | $497,476 | $74,631 | $74,631 |
| 1,000 SHARES AMAZON.COM INC | D | 2008-03-17 | 2021-03-22 | $3,122,137 | $13 | $3,122,124 | $3,122,124 |
| 4,092 SHARES AMAZON.COM INC | D | 2008-03-17 | 2021-12-07 | $14,436,569 | $53 | $14,436,516 | $14,436,516 |
| 160 SHARES AMAZON.COM INC. | D | 2008-03-17 | 2021-12-07 | $564,480 | $2 | $564,478 | $564,478 |
| 2,793 SHARES VANGUARD REAL ESTATE | D | 2018-09-06 | 2021-03-04 | $240,002 | $226,816 | $13,186 | $13,186 |
| 913 SHARES VANGUARD | D | 2018-10-03 | 2021-04-29 | $199,800 | $136,859 | $62,941 | $62,941 |
| 534 VANGUARD | D | 2018-10-03 | 2021-02-18 | $109,791 | $80,047 | $29,744 | $29,744 |
| ATTACHMENT C-1 ST | D | 2021-12-31 | 2021-12-31 | $209,011 | $210,049 | -$1,038 | -$1,038 |
| ATTACHMENT C-1 LT | D | 2021-12-31 | 2021-12-31 | $3,785,416 | $3,640,992 | $144,424 | $144,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,711,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $274,341 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $274,341 | SubtotalAmt |
| Tax Based On Investment Income | $274,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,493 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $316,493 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $42,152 | OverpaymentAmt |
| Applied To ES Tax | $42,152 | 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 | Yes (true) | 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 (8 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 | 5.0 | $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 |
| MACKENZIE T SCOTT | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 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 | $208,510 |
| MCCUTCHEN GROUP | |||||
| 925 4TH AVE | SEATTLE | WA | 98104 | CONSULTING | $192,527 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VROOM (SEE ATTACHMENT A) | Description1Txt |
| Expenses1 | $2,370,270 | Expenses1Amt |
| Description2 | BEZOS SCHOLARS PROGRAM (SEE ATTACHMENT A) | Description2Txt |
| Expenses2 | $528,770 | Expenses2Amt |
| Description3 | STUDENTS REBUILD (SEE ATTACHMENT A) | Description3Txt |
| Expenses3 | $412,460 | Expenses3Amt |
| Description4 | MIND IN THE MAKING (SEE ATTACHMENT A) | Description4Txt |
| Expenses4 | $985,197 | 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 | $127,348,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,680,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,238,408 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,267,951 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,267,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,179,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,088,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,154,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,154,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274,341 | TotalTaxAmt |
| Distributable Before Adj | $6,880,106 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,880,106 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,880,106 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,898,089 | 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 | $85,898,089 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,880,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,823,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,832,430 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,139,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,993,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,712,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,501,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,898,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,880,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,017,983 | RemainingDistriFromCorpusAmt |
| Total Corpus | $390,519,299 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,823,112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $362,696,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,832,430 | ExcessFromYear4Amt |
| Excess From Year3 | $64,139,544 | ExcessFromYear3Amt |
| Excess From Year2 | $83,993,535 | ExcessFromYear2Amt |
| Excess From Year1 | $72,712,695 | ExcessFromYear1Amt |
| Excess From Current Year | $79,017,983 | 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 |
| Contributing Manager | AND MACKENZIE SCOTT | 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 | $77,603,671 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,603,671 | 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 | $342,473 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $563,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,328 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,992,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,819 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,354,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $20,147 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,252,782 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,272,929 | 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 (3 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 | $49,873,697 | Yes (X) | Yes (X) |
| ROBERT M BROWNE | |||||||
| 2 | 501 Fifth Avenue 19th Floor | NEW YORK | NY | 10017 | $5,000 | Yes (X) | |
| MIGUEL AND JACKLYN BEZOS | |||||||
| 3 | 1700 7TH AVENUE SUITE 116 149 | SEATTLE | WA | 98101 | $3,266,340 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14,460 SHARES OF AMAZON.COM INC. | NoncashPropertyDesc |
| Fair Market Value | $49,873,697 | FairMarketValueAmt |
| Received | 2021-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIONEER SQUARE ADVISORS LLC | CategoryTxt |
| Amt | $7,500 | Amt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 HUDSON STREET FLOOR 11 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | EXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. | PurposeOfGrantTxt |
| Expended By Grantee | $6,175,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/25/2022, 2/08/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-02-08 | VerificationDt |
| Results Of Verification | SEE ATTACHMENT B | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM, INC. | $49,338,229 | $49,338,229 |
| $0 | $0 | |
| UBER TECHNOLOGIES | $0 | $0 |
| SEE ATTACHMENT C-1 | $12,689,578 | $12,689,578 |
| SEE ATTACHMENT C-2 | $27,154,074 | $27,154,074 |
| AFRICAN LEADERSHIP LTD | $3,333,333 | $3,333,333 |
| BLACKSTONE PTNRS OFFSHORE FUND | $8,133,369 | $8,133,369 |
| CQS DIRECTIONAL OPPORTUNITIES | $1,461,246 | $1,461,246 |
| HAWKES BAY INVESTORS (CAYMAN) | $1,792,919 | $1,792,919 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE, LLP | CategoryTxt |
| Legal Fees | $208,510 | LegalFeesAmt |
| Disbursements Charitable Prps | $208,510 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKFIELD STRATEGIC RE III | $1,662,866 | $2,583,784 | $2,583,784 |
| MITM - INTANGIBLE ASSETS | $269,010 | $269,010 | $269,010 |
| NB CROSSROADS PRIV MKTS FUND V | $960,662 | $1,812,905 | $1,812,905 |
| TOWNSEND REAL ESTATE ALPHA III | $767,031 | $2,233,555 | $2,233,555 |
| HARBOURVEST ACCESS -DOVER ST | $207,025 | $454,639 | $454,639 |
| ARDIAN VIII PFIC | $221,113 | $503,572 | $503,572 |
| CERBERUS OFFSHORE LEVERED LOAN | $0 | $545,582 | $545,582 |
| HPS SPECIALTY LOAN INT. FUND | $0 | $2,200,768 | $2,200,768 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $109,661 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $1,105 | $1,105 |
| SERVICE EXPENSE | $4,332,222 | $4,332,222 |
| ACTIVITIES LISTED IN PART IX-A | $3,685,420 | $3,685,420 |
| INSURANCE | $13,598 | $13,598 |
| ADVERTISING | $11,200 | $11,200 |
| MANAGEMENT FEES | $28,037 | |
| OTHER EXPENSES | $42,363 | $42,363 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,996,700 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $192,527 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $165,000 | |
| FOREIGN TAXES PAID | $19,208 |