STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH GEORGE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH GEORGE FOUNDATION (EIN 33-0829947)
Tax period
2017-11-01 to 2018-10-31
Filed
2019-08-28
IRS object ID
201902409349100410
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-28T12:51:25-07:00ReturnTs
Tax Period End2018-10-31TaxPeriodEndDt

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 Begin2017-11-01TaxPeriodBeginDt

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
Signature2019-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT P GRIFFINPreparerPersonNm
PTINP01317747PTIN
Phone5624261585PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$604,492ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$857InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$857InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$857InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$605,349TotalRevAndExpnssAmt
Total Net Invst Incm$857TotalNetInvstIncmAmt
Total Adj Net Incm$857TotalAdjNetIncmAmt
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$511,372ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$511,372ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$511,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$511,372TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$93,977ExcessRevenueOverExpensesAmt
Net Investment Income$857NetInvestmentIncomeAmt
Adjusted Net Income$857AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$408,652CashBOYAmt
Cash EOY$502,629CashEOYAmt
Total Assets BOY$408,652TotalAssetsBOYAmt
Total Assets EOY$502,629TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$408,652UnrestrictedBOYAmt
Unrestricted EOY$502,629UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$408,652TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$502,629TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$408,652TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$502,629TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$408,652TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$93,977ExcessRevenueOverExpensesAmt
Subtotal$502,629SubtotalAmt
Tot Net Ast Or Fund Balances EOY$502,629TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$509,969AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$476,148AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$467,147AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$487,583AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$518,425AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$9NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$511,372QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Tax Due$9TaxDueAmt

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

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$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$9DistributableBeforeAdjAmt
Distributable Before Ded$9DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$511,372ExpensesAndContributionsAmt
Qualifying Distributions$511,372QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$511,363AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$518,425ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$487,600ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$467,150ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$476,150ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$509,971ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,459,296TotalExcessDistributionCyovAmt
Qualifying Distributions$511,372QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$511,372RemainingDistriFromCorpusAmt
Total Corpus$2,970,668TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$518,425ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,452,243ExcessDistriCyovToNextYrAmt
Excess From Year4$487,600ExcessFromYear4Amt
Excess From Year3$467,150ExcessFromYear3Amt
Excess From Year2$476,150ExcessFromYear2Amt
Excess From Year1$509,971ExcessFromYear1Amt
Excess From Current Year$511,372ExcessFromCurrentYearAmt

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 (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOSH BOOTEN
1609 N 16TH STREETBOISEID83702NONEISUPPORT$19,000
EVANTHIA BROMILEY
45 ANIMOSA DRIVEDURANGOCO81301NONEISUPPORT$38,550
AMBER CARON
2309 HARTLAND COURTCHARLOTTESVILLEVA22911NONEISUPPORT$32,000
JESSAMINE CHAN
1320 S ALDER STREETPHILADELPHIAPA19147NONEISUPPORT$16,000
NICOLE CULLEN
408 S PHILLIPPI STREETBOISEID83705NONEISUPPORT$18,500
LILLIAN HUANG CUMMINS
731 MONROE STREETEVANSTONIL60202NONEISUPPORT$19,500
SARAH FRISCH
98 NEWTON STREETSAN FRANCISCOCA94112NONEISUPPORT$28,650
SIERRA GOLDEN
7032 11TH AVENUE NWSEATTLEWA98117NONEISUPPORT$30,000
ALLEGRA HYDE
265 GENERAL MILLER ROADPETERBOROUGHNH03458NONEISUPPORT$25,500
GE MENG JIN
7030 DUBONNET COURTINDIANAPOLISIN46278NONEISUPPORT$18,400
VICTORIA KORNICK
654 ST MARLS AVENUE 1BBROOKLYNNY11216NONEISUPPORT$13,570
JOSH MAK
1148 SENECA PLACEDIAMOND BARCA91765NONEPCDONATION$20,000
ALEXANDER MCELROY
157 MILLBROOK ROADHARDWICKNJ07825NONEPCDONATION$9,000
ACTORS THEATRE OF LOUISVILLE
316 WEST MAIN STREETLOUISVILLEKY40202NONEPCDONATION$9,902
APPALACHIAN YOUNG WRITERS' WORKSHOP
6965 CUMBERLAND GAP PARKWAYHARROGATETN37752NONEPCDONATION$3,000
SOUTH COAST REPERTORY
655 TOWN CENTER DRIVECOSTA MESACA92626NONEPCDONATION$33,000
THOMAS FOX PARRY
414 S 44TH STREET APT A8PHILADELPHIAPA19104NONEPCDONATION$23,000
THE GREATER SEATTLE BUREAU OF FEARL
8414 GREENWOOD AVENUE NSEATTLEWA98103NONEPCDONATION$10,000
SEATTLE ARTS LECTURES
205 S FINDLAY STREETSEATTLEWA98108NONEPCDONATION$21,000
ORANGEWOOD CHILDREN'S FOUNDATION
1575 EAST 17TH STREETSANTA ANACA92705NONEPCDONATION$60,000
SHOES THAT FIT
1420 N CLAREMONT BLVD STE 204-ACLAREMONTCA91711NONEPCDONATION$10,000
EVAN STUBBLEFIELD
3333 RUBIO CREST DRIVEALTADENACA91001NONEPCDONATION$7,800
CHILDRENS THEATRE OF MADISON
228 STATE STREETMADISONWI53703NONEPCDONATION$5,000
MIGHTY WRITERS
1501 CHRISTIAN STREETPHILADELPHIAPA19146NONEPCDONATION$10,000
WRITEGIRL
1330 FACTORY PLACE UNIT F104LOS ANGELESCA90013NONEPCDONATION$15,000
WORDCRAFTERS IN EUGENE
438 CHARNELTON STREET STE 102EUGENEOR97401NONEPCDONATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$511,372TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$857ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$857ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$857TotalIncomeProducingActyAmt

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