BEZOS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEZOS FAMILY FOUNDATION (EIN 91-2073258)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104053
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:34:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 Suite 116 Suite 14 | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 2062752048 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH RAGSDALE | PreparerPersonNm |
| PTIN | P00295413 | PTIN |
| Phone | 2068384880 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.17.169.73 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91735120203215000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 93303409BCA5B4BA186DD4ED497057C9780F93E3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 93303409BCA5B4BA186DD4ED497057C9780F93E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,105,354 | 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 | $74,939,656 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $320,722 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $320,722 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $723,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $722,804 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$486 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $902,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,703,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,980,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,577 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $76,874,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,025,578 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $433,761 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $433,761 | 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 | $439,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $439,705 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,105 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $255,244 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $54,891 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $54,891 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,111,757 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,107,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,312,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,035,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,151,716 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,151,716 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,464,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,187,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,589,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,024,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,757,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,954,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,954,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $79,455,994 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,111,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,111,788 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $423,854 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,901,553 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,038,827 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,637,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,968,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,105,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $87,637,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,968,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,637,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,968,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,637,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,968,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,637,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,589,960 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,920,602 | OtherIncreasesAmt |
| Subtotal | $87,968,080 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $87,968,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 3,000 SHS AMZN | D | 2019-03-21 | $5,334,276 | $39 | $5,334,237 | $5,334,237 | |
| 1,400 SHS AMZN | D | 2019-09-25 | $2,490,787 | $18 | $2,490,769 | $2,490,769 | |
| 1,800 SHS AMZN | D | 2019-12-11 | $3,162,843 | $23 | $3,162,820 | $3,162,820 | |
| 2,349,060.376 SHS SCHWAB VARIABLE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-02-13 | $2,350,000 | $2,349,765 | $235 | $235 | 2018-08-07 |
| 749,775.0670 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-03-26 | $4,487,153 | $4,514,435 | -$27,282 | -$27,282 | |
| 899,640.144 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-06-17 | $900,000 | $899,910 | $90 | $90 | |
| 199,920.032 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-07-10 | $200,000 | $199,980 | $20 | $20 | |
| 512,843.072 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-08-14 | $513,048 | $512,997 | $51 | $51 | 2018-08-07 |
| 97,496.253 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-09-23 | $97,526 | $97,526 | 2018-08-17 | ||
| 49,323.436 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-12-18 | $49,343 | $49,335 | $8 | $8 | |
| 260,934.567 SHS SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | P | 2019-12-18 | $261,039 | $261,010 | $29 | $29 | |
| 225,000 SHS US TREASURY NOTE | P | 2019-01-04 | $241,826 | $240,893 | $933 | $933 | 2018-09-10 |
| 60,000 SHS ANHEUSER-BUSCH | P | 2019-02-11 | $58,186 | $58,670 | -$484 | -$484 | 2018-09-11 |
| 120,000 SHS US TREASURY NOTE | P | 2019-07-01 | $119,516 | $119,082 | $434 | $434 | 2018-09-21 |
| 106,000 SHS MEDTRONIC PLC | P | 2019-07-12 | $109,033 | $106,741 | $2,292 | $2,292 | |
| 250,000 SHS US TREASURY NOTE | P | 2019-12-30 | $250,563 | $249,121 | $1,442 | $1,442 | |
| 60,000 US TREASURY NOTE | P | 2019-10-11 | $59,915 | $59,715 | $200 | $200 | 2018-09-10 |
| 105,000 SHS VIRGINIA COLLEGE FAC EDUC | P | 2019-10-11 | $104,839 | $104,636 | $203 | $203 | 2018-09-27 |
| 50,000 SHS MICROSOFT CORP | P | 2019-11-04 | $51,934 | $50,020 | $1,914 | $1,914 | |
| 25,000 US TREASURY BOND | 2019-11-04 | $27,810 | $25,948 | $1,862 | $1,862 | 2019-03-07 | |
| 90,000 AMERICAN EXPRESS | P | 2019-11-04 | $90,021 | $89,763 | $258 | $258 | 2018-09-17 |
| 240,000 US TREASURY NOTE | P | 2019-11-04 | $241,953 | $236,230 | $5,723 | $5,723 | 2018-09-27 |
| 190,000 SHS ABBOTT LABORATORI | P | 2019-12-19 | $193,747 | $192,652 | $1,095 | $1,095 | 2019-06-25 |
| 125,000 SHS US TREASURY NOTE | P | 2019-12-19 | $124,858 | $124,405 | $453 | $453 | |
| 180,000 SHS US TREASURY NOTE | P | 2019-12-31 | $179,952 | $179,852 | $100 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,980,475 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,366,911 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $65,833,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.008098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,423,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,712,074 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.708296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,106,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,650,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.645363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,768,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,265,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.722823 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,697,479 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,706,048 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.932385 | DistributionYr5Rt |
| Total Distribution | 5.016965 | TotalDistributionRt |
| Average Distribution | 1.003393 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,684,251 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,985,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120,247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,105,404 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,187,253 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $240,495 | SubtotalAmt |
| Tax Based On Investment Income | $240,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $177,478 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $377,478 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $107 | EsPenaltyAmt |
| Overpayment | $136,876 | OverpaymentAmt |
| Applied To ES Tax | $136,876 | 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 | false | 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 116 149 | 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 Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| JACKLYN G BEZOS | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| CHRISTINA BEZOS POORE | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARK S BEZOS | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| LISA BEZOS | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEPHEN S POORE | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| JEFFREY P BEZOS | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| MACKENZIE T BEZOS | ||||||||
| 1700 7th Avenue Suite 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS COIE LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 THIRD AVENUE STE 4800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981013099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $433,761 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VROOM (SEE ATTACHMENT A) | Description1Txt |
| Expenses1 | $2,526,571 | Expenses1Amt |
| Description2 | BEZOS SCHOLARS PROGRAM (SEE ATTACHMENT A) | Description2Txt |
| Expenses2 | $399,616 | Expenses2Amt |
| Description3 | STUDENTS REBUILD (SEE ATTACHMENT A) | Description3Txt |
| Expenses3 | $65,352 | Expenses3Amt |
| Description4 | MIND IN THE MAKING (SEE ATTACHMENT A) | Description4Txt |
| Expenses4 | $163,617 | 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 | $82,044,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,713,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,276,448 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,034,773 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,034,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,350,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,684,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,434,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,434,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240,495 | TotalTaxAmt |
| Distributable Before Adj | $4,193,718 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,193,718 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,193,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,187,253 | 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 | $88,187,253 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $88,187,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,193,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,364,385 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,284,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,823,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,832,430 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,139,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,444,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,187,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,193,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,993,535 | RemainingDistriFromCorpusAmt |
| Total Corpus | $288,437,972 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,364,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,073,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,284,966 | ExcessFromYear4Amt |
| Excess From Year3 | $27,823,112 | ExcessFromYear3Amt |
| Excess From Year2 | $62,832,430 | ExcessFromYear2Amt |
| Excess From Year1 | $64,139,544 | ExcessFromYear1Amt |
| Excess From Current Year | $83,993,535 | 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 BEZOS | 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 | SEE ATTACHMENT C | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $78,151,716 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,151,716 | 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 | $320,722 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $317 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $722,804 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$236 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $33,987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $868,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$12,601 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $1,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,467 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,913,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,935,063 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MIGUEL AND JACKLYN BEZOS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7683 Southeast 27th Street 224 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $74,939,656 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 42,220 SHARES AMAZON.COM INC. | NoncashPropertyDesc |
| Fair Market Value | $74,939,656 | FairMarketValueAmt |
| Received | 2019-08-15 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | GrantGrantDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL PARENT LEADERSHIP INSTITUTE | |||||||||||
| 15 RIVER ROAD SUITE 15B | WILTON | CT | 06897 | $600,000 | EXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. | $600,000 | NO | 07/31/2019,07/22/2020 | 2019-07-31 | SEE ATTACHMENT B | |
| TED FOUNDATION INC | |||||||||||
| 330 HUDSON STREET FLOOR 11 | NEW YORK | NY | 10013 | $1,075,000 | EXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,075,000 | NO | 07/31/2020 | 2020-07-31 | SEE ATTACHMENT B | 2019-12-09 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM, INC. | $31,878,936 | $31,878,936 |
| SEE ATTACHMENT C-1 | $12,931,669 | $12,931,669 |
| SEE ATTACHMENT C-2 | $22,018,240 | $22,018,240 |
| AFRICAN LEADERSHIP LTD | $3,333,333 | $3,333,333 |
| BLACKSTONE PTNRS OFFSHORE FUND | $7,212,816 | $7,212,816 |
| CQS DIRECTIONAL OPPORTUNITIES | $1,865,385 | $1,865,385 |
| HAWKES BAY INVESTORS (CAYMAN) | $1,871,409 | $1,871,409 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PERKINS COIE, LLP | $116,847 | $116,847 |
| ACTIVITIES LISTED IN PART IX-A | $316,914 | $316,914 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKFIELD STRATEGIC RE III | $0 | $692,091 | $779,547 |
| MITM - INTANGIBLE ASSETS | $269,010 | $269,010 | $269,010 |
| NB CROSSROADS PRIV MKTS FUND V | $154,844 | $625,751 | $630,270 |
| TOWNSEND REAL ESTATE ALPHA III | $0 | $314,702 | $360,000 |
| ROUNDING | -$1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SEC 1231 LOSS - K-1 FLOW-THRU | $4,007 | $833 | |
| BANK FEES | $570 | ||
| SERVICE EXPENSE | $5,208,442 | $5,208,442 | |
| MARKETING EXPENSE | $3,083 | $3,083 | |
| EVENT SPONSORSHIP | $10,000 | $10,000 | |
| MEMBERSHIP | $69,495 | $69,495 | |
| INSURANCE | $7,678 | $7,678 | |
| DIGITAL SUPPORT | $574,305 | $574,305 | |
| WEBSITE | $26,000 | $26,000 | |
| ADVERTISING | $190,326 | $190,326 | |
| OTHER EXPENSE | $65,466 | $65,466 | |
| ACTIVITIES LISTED IN PART IX-A | $2,793,045 | $2,793,045 | |
| OTHER EXPENSE - K-1 FLOW-THRU | $159,340 | $159,340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | -$10,774 | $1,827 |
| NET RENTAL | -$486 | -$250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $11,920,602 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROFESSIONAL FEES | $394,507 | $394,507 |
| ACTIVITIES LISTED IN PART IX-A | $45,198 | $45,198 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $252,199 |
| OTHER TAX EXPENSES | $3,000 |
| WA STATE FILING FEES | $45 |