STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-08-23
IRS object ID
202512359349100251
Schema version
2023v6.0
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)
Return2025-08-23T10:25:52-07:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

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 Line1301 E Bixby RdAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

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
Signature2025-08-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael A SantoroPreparerPersonNm
PTINP01794464PTIN
Phone5624261585PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$514,920ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Net Invst Incm$1,107InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$514,920TotalRevAndExpnssAmt
Total Net Invst Incm$1,107TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$21,801OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$21,801OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,842TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$1,842TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,104OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,032OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,897TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$576,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$576,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$611,247TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$611,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,327ExcessRevenueOverExpensesAmt
Net Investment Income$1,107NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$178,214CashBOYAmt
Cash EOY$81,887CashEOYAmt
Total Assets BOY$178,214TotalAssetsBOYAmt
Total Assets EOY$81,887TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$178,214NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$81,887NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$178,214TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$178,214TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$81,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$178,214TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,327ExcessRevenueOverExpensesAmt
Subtotal$81,887SubtotalAmt
Tot Net Ast Or Fund Balances EOY$81,887TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Tax Due$15TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$15DistributableBeforeAdjAmt
Distributable Before Ded$15DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$611,175ExpensesAndContributionsAmt
Qualifying Distributions$611,175QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$319,018ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$309,461ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$628,479TotalExcessDistributionCyovAmt
Qualifying Distributions$611,175QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$611,175RemainingDistriFromCorpusAmt
Total Corpus$1,239,654TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$319,018ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$920,636ExcessDistriCyovToNextYrAmt
Excess From Year4$309,461ExcessFromYear4Amt
Excess From Current Year$611,175ExcessFromCurrentYearAmt

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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DERRICK AUSTIN
5214 JOE SAYERS AVENUE UNIT 2AUSTINTX78756NONESUPPORT$26,400
PIPER GOURLEY
10721 AQUA VISTA STREET APT 2NORTH HOLLYWOODCA91602NONESUPPORT$22,300
EMMA BINDER
335 ADAMS ST APT 3OAKLANDCA94610NONESUPPORT$30,000
NITYA GUPTA
318 NORRIS CT APT 7MADISONWI53703NONESUPPORT$15,000
GRACE KELTON BUTLER
4 CARRIAGE WAYMISSOULAMT59802NONESUPPORT$23,000
NESHAT KHAN
368 WASHINGTON ST UNIT 1SOMERVILLEMA02143NONESUPPORT$25,000
AJANAE DAWKINS
2793 PRESTON CLUBCOLUMBUSOH43219NONESUPPORT$23,750
KAROLINA LETUNOVA
1201 ELK PLDAVISCA95616NONESUPPORT$30,000
ABDELRAHMAN ELGENDY
2715 MURRAY AVEPITTSBURGHPA15217NONESUPPORT$20,000
LINDSEY L NOVAK
621 E RED ROCK TRAILSAN TAN VALLEYAZ85143NONESUPPORT$15,000
MOLLY JO GOREVAN
1064 WESTMORELAND AVESYRACUSENY13210NONESUPPORT$22,200
OGHENETEGA OGHENECHOVWEN
3409 CHATHAM ROADHYATTSVILLEMD20783NONESUPPORT$20,000
OLAKUNLE OLOGUNRO
2841 N CALVERT STREET APT 2RBALTIMOREMD21218NONESUPPORT$14,000
HANNAH SASSOON
415 5TH STREETBROOKLYNNY11215SUPPORT$27,500
KASEY PETERS
523 MAPLE STREETHICKMANNE68372NONESUPPORT$12,000
STERLING SCHILDT
3815 SUSAN DRIVE BLDG P APT 4SAN BRUNOCA94066NONESUPPORT$25,000
KATERINA IVANOV PRADO
1746 BANKS STHOUSTONTX77098SUPPORT$20,000
HILLERY STONE
544 3RD STREETBROOKLYNNY11215SUPPORT$15,000
ANNA L ROBERTSON
200 LYNCH MOUNTAIN RDSAUTEE NACOOCHEEGA30571SUPPORT$15,000
MANY MOE PWINT TU
946 E JOHNSON ST APT 2MADISONWI53703NONESUPPORT$25,000
ALEX RODRIGUEZ
32181 SEA ISLAND DRIVEDANA POINTCA92629NONESUPPORT$17,000
MARY WINSOR
2247 S 800 ESALT LAKE CITYUT84106NONESUPPORT$20,500
KATE SACHS
2325 KANSAS AVE 12SANTA MONICACA90404NONESUPPORT$17,700
MS ERICA MILLER
PO BOX 17580ANAHEIMCA92817SUPPORT$10,000
DARYLL LYNNE EVANS
434 CHARNELTON STE 102EUGENEOR97401SUPPORT$15,000
MAGGIE WEISER
1055 E MIFFLIN STRETMADISONWI53703SUPPORT$10,000
KEREN TAYLOR
1330 FACTORY PLACE BLDG F 104LOS ANGELESCA90013SUPPORT$15,000
IRENE QUEVEDO
3515 LINDEN AVE SUITE 6LONG BEACHCA90807NONESUPPORT$15,000
CHRISTINE PAHIGIAN
63 W 125TH STREET 4TH FLOORNEW YORKNY10027NONESUPPORT$10,000
REBECCA HOOGS
340 15TH AVENUE EAST SUITE 301SEATTLEWA98112NONESUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$576,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PreparationCategoryTxt
Amt$1,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,150DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$72
Expense Reimbursement$6,428$6,428
Insurance$234$234
Miscellaneous$620$620
Utilities$2,750$2,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll TaxesCategoryTxt
Amt$1,842Amt
Disbursements Charitable Prps$1,842DisbursementsCharitablePrpsAmt