STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
Tax period
2018-11-01 to 2019-10-31
Filed
2020-08-13
IRS object ID
202042269349100309
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-13T08:09:03-07:00ReturnTs
Tax Period End2019-10-31TaxPeriodEndDt

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 Begin2018-11-01TaxPeriodBeginDt

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
Signature2020-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT P GRIFFINPreparerPersonNm
PTINP01317747PTIN
Phone5624261585PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
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$434,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$383InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$383InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$383InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$434,383TotalRevAndExpnssAmt
Total Net Invst Incm$383TotalNetInvstIncmAmt
Total Adj Net Incm$383TotalAdjNetIncmAmt
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$319,018ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$319,018ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$319,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$319,018TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$115,365ExcessRevenueOverExpensesAmt
Net Investment Income$383NetInvestmentIncomeAmt
Adjusted Net Income$383AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$502,629CashBOYAmt
Cash EOY$617,994CashEOYAmt
Total Assets BOY$502,629TotalAssetsBOYAmt
Total Assets EOY$617,994TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$502,629UnrestrictedBOYAmt
Unrestricted EOY$617,994UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$502,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$617,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$502,629TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$617,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$502,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$115,365ExcessRevenueOverExpensesAmt
Subtotal$617,994SubtotalAmt
Tot Net Ast Or Fund Balances EOY$617,994TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$511,363AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$509,969AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$476,148AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$467,147AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$487,583AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$4NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$319,018QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4InvestmentIncomeExciseTaxAmt
Subtotal$4SubtotalAmt
Tax Based On Investment Income$4TaxBasedOnInvestmentIncomeAmt
Tax Due$4TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$4TaxBasedOnInvestmentIncomeAmt
Total Tax$4TotalTaxAmt
Distributable Before Adj$4DistributableBeforeAdjAmt
Distributable Before Ded$4DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$319,018ExpensesAndContributionsAmt
Qualifying Distributions$319,018QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$319,014AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$487,600ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$467,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$476,150ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$509,971ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$511,372ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,452,243TotalExcessDistributionCyovAmt
Qualifying Distributions$319,018QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$319,018RemainingDistriFromCorpusAmt
Total Corpus$2,771,261TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$487,600ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,283,661ExcessDistriCyovToNextYrAmt
Excess From Year4$467,150ExcessFromYear4Amt
Excess From Year3$476,150ExcessFromYear3Amt
Excess From Year2$509,971ExcessFromYear2Amt
Excess From Year1$511,372ExcessFromYear1Amt
Excess From Current Year$319,018ExcessFromCurrentYearAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELLEN ADAMS
1525 TAYLOR AVE N 407SEATTLEWA98109NONEISUPPORT$18,000
JOY BAGLIO
267 TURKEY HILL ROADFLORENCEMA01062NONEISUPPORT$21,830
BRENDAN BOWLES
51 MCCLELLAN STREETAMHERSTMA01002NONEISUPPORT$27,228
JANE BREAKELL
49 GRINNELL STREETJAMESTOWNRI02835NONEISUPPORT$12,000
PHOEBE MCILWAIN BRIGHT
PO BOX 2641TELLURIDECO81435NONEISUPPORT$20,000
COLIN CORRIGAN
718 LAWRENCE STREET APT 1ANN ARBORMI48104NONEISUPPORT$17,500
EMMA EISENBERG
620 SOUTH 54TH STREETPHILADELPHIAPA19143NONEISUPPORT$23,600
BEN HINSHAW
2732 BIDWELL STREET 2DAVISCA95618NONEISUPPORT$20,000
ELYSE FENTON
4524A NE CESAR E CHAVEZ BLVDPORTLANDOR97211NONEISUPPORT$7,500
MARY MARGARET LOCKER
346 GATES AVENUE APT B1BROOKLYNNY11216NONEISUPPORT$10,000
DANNY LORBERBAUM
463 PROSPECT AVE APT 3BROOKLYNNY11215NONEISUPPORT$6,000
CLAIRE LUCHETTE
655 GRANT COURTBURR RIDGEIL60527NONEPCDONATION$18,720
KYLE MCCARTHY
105 EAST 16TH STREET 4BBROOKLYNNY11226NONEPCDONATION$20,000
DANTIEL MONIZ
1209 E GORHAM STREET APT 4MADISONWI53703NONEPCDONATION$30,000
ADRIENNE PERRY
1136 BERTHEA STREET 17HOUSTONTX77006NONEPCDONATION$10,000
EDWARD PORTER
123 17TH STREET 208OAKLANDCA94612NONEPCDONATION$12,640
MCKENZIE EVAN SMITH
5978 RACINE STREETOAKLANDCA94609NONEPCDONATION$9,000
SHRUTI SWAMY
563 E SHOTWELL STREET 43SAN FRANCISCOCA94110NONEPCDONATION$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$319,018TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Related Or Exempt Function Incm$383RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$383RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$383TotalIncomeProducingActyAmt

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