ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-08
- IRS object ID
- 202102519349100530
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-08T13:44:24-07:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208148382 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Certified Tax & Financial Service | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 Long Beach Blvd STE 400 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330829947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH GEORGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO SUSAN E GEORGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 3602212326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1429 | AddressLine1Txt |
| City | LANGLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ELIZABETH GEORGE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P GRIFFIN | PreparerPersonNm |
| PTIN | P01317747 | PTIN |
| Phone | 5624261585 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $0 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Total Rev And Expnss | $500,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,461 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,461 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $617,994 | CashBOYAmt |
| Cash EOY | $808,533 | CashEOYAmt |
| Total Assets BOY | $617,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $808,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $617,994 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $617,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $808,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $617,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $808,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $617,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,539 | ExcessRevenueOverExpensesAmt |
| Subtotal | $808,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $808,533 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,014 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $511,363 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $509,969 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $476,148 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $467,147 | AdjustedQlfyDistriYr5Amt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $309,461 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN E GEORGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3602212326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1429 | AddressLine1Txt |
| City | LANGLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98260 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN ELIZABETH GEORGE | ||||||
| 601 BELMONT AVENUE EAST F-9 | SEATTLE | WA | 98102 | DIRECTOR | 0.00 | $0 |
| SHEILA HILLINGER | ||||||
| 5101 BORDEAUX | IRVINE | CA | 92714 | EX. SECRETARY | 0.00 | $0 |
| CHRISTOPHER EYRE | ||||||
| 637 E VAN BIBBER | ORANGE | CA | 92866 | TREASURER | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,461 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $309,461 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $309,461 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $467,150 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $476,150 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $509,971 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $511,372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $319,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,283,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,461 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $309,461 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,593,122 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $467,150 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,125,972 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $476,150 | ExcessFromYear4Amt |
| Excess From Year3 | $509,971 | ExcessFromYear3Amt |
| Excess From Year2 | $511,372 | ExcessFromYear2Amt |
| Excess From Year1 | $319,018 | ExcessFromYear1Amt |
| Excess From Current Year | $309,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN ELIZABETH GEORGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1429 | AddressLine1Txt |
| City | LANGLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3602212326 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS 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 Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORINNE E ADAMS | |||||||
| 194 PROSPECT AVE | PORT TOWNSEND | WA | 98368 | NONE | I | SUPPORT | $12,975 |
| SARA JOHNSON ALLEN | |||||||
| 76 EAST STREET | IPSWICH | MA | 01938 | NONE | I | SUPPORT | $18,300 |
| MARIA ISABEL ALVAREZ | |||||||
| 860 NORTH MCQUEEN ROAD 1056 | CHANDLER | AZ | 85225 | NONE | I | SUPPORT | $20,000 |
| TIA CLARK | |||||||
| 4316 BARONNE ST APT G | NEW ORLEANS | LA | 70115 | NONE | I | SUPPORT | $21,000 |
| LYDIA CONKLIN | |||||||
| 3 HOWLAND LANE | EAST SANDWICH | MA | 02537 | NONE | I | SUPPORT | $20,100 |
| SARAH COURTEAU | |||||||
| 18 FLEETWOOD PARK | BETHEL | CT | 06801 | NONE | I | SUPPORT | $14,000 |
| SARAH CYPHER | |||||||
| 700 E COTATI AVENUE | COTATI | CA | 94931 | NONE | I | SUPPORT | $20,000 |
| EMMA KOMLOS-HROBSKY | |||||||
| 422 EAST 81ST STREET APT 2C | NEW YORK | NY | 10028 | NONE | I | SUPPORT | $9,500 |
| KENNETH ENYERIBE IBEGWAM | |||||||
| 135 HERITAGE VILLAGE LANE | COLUMBIA | SC | 29212 | NONE | I | SUPPORT | $6,000 |
| QUINN LEWIS | |||||||
| 450 PINELLAS STREET | BIRMINGHAM | AL | 35206 | NONE | I | SUPPORT | $20,000 |
| LATANYA NCQUEEN | |||||||
| 25 VALOR WAY SW 105 | CEDAR RAPIDS | IA | 52404 | NONE | I | SUPPORT | $4,045 |
| LARA PALMQVIST | |||||||
| 3454 CIRCLE BLUFF COURT | FARIBAULT | MN | 55021 | NONE | PC | DONATION | $6,210 |
| MAEGAN POLAND | |||||||
| 847 N STILLMAN ST APT 1 | PHILADELPHIA | PA | 19130 | NONE | PC | DONATION | $15,331 |
| JESSICA YESIKA RAMIREZ | |||||||
| 57 LINCOLN ROAD APT B63 | BROOKLYN | NY | 11225 | NONE | PC | DONATION | $17,500 |
| KIRSTEN SARACINI | |||||||
| 49 ST MARKS AVENUE APT 2 | BROOKLYN | NY | 11217 | NONE | PC | DONATION | $30,000 |
| BENJAMIN SCHAEFER | |||||||
| 13 WOODBRIAR LANE | ROCHESTER | NY | 14624 | NONE | PC | DONATION | $20,500 |
| SAFIYA SINCLAIR | |||||||
| 13 WOODBRIAR LANE | ROCHESTER | NY | 14624 | NONE | PC | DONATION | $20,500 |
| LENA VALENCIA | |||||||
| 707 BEVERLY ROAD APT 2H | BROOKLYN | NY | 11218 | NONE | PC | DONATION | $15,000 |
| ETHAN CADE VARNADO | |||||||
| 1106 W FRANKLIN STREET APT 307 | RICHMOND | VA | 23220 | None | SUPPORT | $18,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,461 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
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 |