BEZOS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BEZOS FAMILY FOUNDATION (EIN 91-2073258)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202133179349101203
Schema version
2020v4.1
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)
Return2021-11-13T17:03:31-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PIONEER SQUARE ADVISORSLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11624 4TH AVENUE SUITE 400AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912073258EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEZOS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BEZOS FAMILY FOUNDATIONInCareOfNm
Business Name ControlBEZOBusinessNameControlTxt
Phone2062752048PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 7th Avenue 116 Suite 149AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIGUEL BEZOSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2062752048PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMIGUELPersonFirstNm
Person LastBEZOSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH RAGSDALEPreparerPersonNm
PTINP00295413PTIN
Phone2068384880PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$156,729,000FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$87,678,745ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$342,388InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$339,984InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$462,759DividendsRevAndExpnssAmt
Dividends Net Invst Incm$462,761DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$0GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$0GrossRentsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,948,301NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,596,234GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,018,710CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$91,432,193TotalRevAndExpnssAmt
Total Net Invst Incm$19,821,455TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$308,205LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$308,205LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$387,665OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$244,934OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$16,472TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16,472TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,853TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,853TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,079,368OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$108,015OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,067,053OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,801,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$369,421TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,377,111TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,318,872ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,318,872ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,119,935TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$369,421TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$79,695,983TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,312,258ExcessRevenueOverExpensesAmt
Net Investment Income$19,452,034NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,954,739SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,448,467SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,448,467SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$81,111,788CorporateStockBOYAmt
Corporate Stock EOY$140,192,826CorporateStockEOYAmt
Corporate Stock EOYFMV$140,192,826CorporateStockEOYFMVAmt
Other Assets BOY$1,901,553OtherAssetsBOYAmt
Other Assets EOY$4,087,707OtherAssetsEOYAmt
Other Assets EOYFMV$4,087,707OtherAssetsEOYFMVAmt
Total Assets BOY$87,968,080TotalAssetsBOYAmt
Total Assets EOY$156,729,000TotalAssetsEOYAmt
Total Assets EOYFMV$156,729,000TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$87,968,080RetainedEarningBOYAmt
Retained Earning EOY$156,729,000RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$87,968,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$156,729,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$87,968,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$156,729,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$87,968,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,312,258ExcessRevenueOverExpensesAmt
Other Increases$57,448,662OtherIncreasesAmt
Subtotal$156,729,000SubtotalAmt
Tot Net Ast Or Fund Balances EOY$156,729,000TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
5,000 SHARES AMZND2020-03-19$9,612,827$65$9,612,762$9,612,762
1,900 SHARES AMZND2020-06-22$5,134,098$25$5,134,073$5,134,073
1,300 SHARES AMZND2020-12-09$4,099,439$17$4,099,422$4,099,422
2,504 SHARES VANGUARD RE ETFP2020-06-23$199,715$206,820-$7,105-$7,1052018-09-16
1,765 SHARES VANGUARD TOTAL STOCKP2020-12-18$339,899$264,575$75,324$75,3242018-10-03
120,000 SHARES US TREAS NT 2.375% UST NOTE DUE 12/31/2020P2020-01-30$120,894$118,768$2,126$2,1262018-09-27
250,000 SHARES US TREAS NT 2.25% 11/25 UST NOTE DUE 11/15/25P2020-03-12$270,551$260,161$10,390$10,3902019-09-05
65,000 SHARES US TREAS NT 2.75% 11/15/23P2020-03-12$69,842$66,065$3,777$3,7772019-03-07
175,000 US TREASURY 2.375% 05/29 UST BOND DUE 5/15/29P2020-03-23$199,738$180,801$18,937$18,937
65,000 SHARES US TREASURY NT 2.5% 5/24 UST NOTE DUE 5/15/24P2020-03-19$69,465$65,528$3,937$3,9372019-04-02
155,000 SHARES THE BOEING CO 3.2% DUE 03/01/29P2020-03-27$141,145$161,481-$20,336-$20,3362019-11-04
10,000 SHARES US TREASUR NT 2.75% 11/23 UST NOTE 11/15/23P2020-03-12$10,745$10,102$643$6432019-03-17
120,000 SHARES US TREASUR NT 2% 04/24 UST NOTE DUE 4/30/24P2020-03-19$125,638$115,444$10,194$10,1942018-09-27
170,000 SHARES US TREASUR NT 2.5% 05/24 UST NOTE DUE 5/15/24P2020-03-19$181,677$170,155$11,522$11,5222019-03-07
4,000 SHARES UNITED TECH 3.65% DUE 8/16/23P2020-05-18$4,413$4,152$261$2612019-06-25
30,000 SHARES US TREASUR NT 2% DUE 11/30/20P2020-05-14$30,292$29,944$348$3482019-04-02
115,000 SHARES US TREAS DUE 5/31/2020P2020-05-31$115,000$115,0002019-03-04
40,000 SHARES US TREASURY DUE 11/30/2020P2020-06-01$40,349$39,932$417$4172019-04-02
100,000 SHARES AZ ST MATURED XTROP2020-07-01$100,000$100,0002018-09-27
45,000 SHARES US TREASURY DUE 2/28/212020-07-06$45,521$44,908$613$6132019-04-02
170,000 SHARES US TREASURY DUE 11/30/2020P2020-07-06$171,233$169,670$1,563$1,563
60,000 SHARES WASTE MNGMT CALLEDP2020-07-02$60,600$61,369-$769-$7692019-06-25
75,000 SHARES US TREASURY DUE 11/15/19P2020-08-25$82,500$82,876-$376-$3762020-05-14
180,000 SHARES THE TORONTO DOM DUE 4/07/212020-08-10$182,129$179,015$3,114$3,114
140,000 SHARES US TREASURY DUE 5/31/212020-08-17$142,041$139,545$2,496$2,496
160,000 SHARES BANK OF AMERICA DUE 4/01/242020-08-24$178,472$162,363$16,109$16,109
69,000 SHARES MEDTRONIC PLC CALLEDP2020-10-29$71,662$68,563$3,099$3,0992018-09-18
125,000 SHARES DUKE ENERGY CORP DUE 6/15/21P2020-11-10$126,481$125,608$873$873
130,000 SHARES WESTPAC BANKING DUE 8/19/21P$131,747$128,827$2,920$2,920
110,000 SHARES ABBVIE INC DUE 11/06/22P2020-11-24$115,077$108,905$6,172$6,172
165,000 SHARES THE BANK OF NEW DUE 1/29/23P2020-11-24$173,814$164,108$9,706$9,706
85,000 SHARES AMGEN INC CALLEDP2020-12-16$72,641$71,697$944$9442019-02-25
105,000 SHARES CVS HEALTH CORP EXP 12/182020-12-22$119,383$105,534$13,849$13,849
UNITED TECHNOLOG2020-02-28$57,206$55,501$1,705$1,7052018-01-01
FieldValueIRS element (for citing)
Capital Gain Net Income$19,018,710CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$270,383InvestmentIncomeExciseTaxAmt
Subtotal$270,383SubtotalAmt
Tax Based On Investment Income$270,383TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$221,876EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$140,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$361,876TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$91,493OverpaymentAmt
Applied To ES Tax$91,493AppliedToESTaxAmt

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
Org Report Or Register StateWAOrgReportOrRegisterStateCd
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 AddressWWW.BEZOSFAMILYFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BEZOS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062752048PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11700 7TH AVENUE SUITE 116 NO 149AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
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 OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MIGUEL A BEZOS
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
JACKLYN G BEZOS
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
CHRISTINA BEZOS POORE
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
MARK S BEZOS
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
LISA BEZOS
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
STEPHEN S POORE
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
JEFFREY P BEZOS
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0
MACKENZIE T Scott
1700 7th Avenue 116SeattleWA98101DIRECTOR0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PERKINS COIE LLP
1201 THIRD AVENUE STE 4800SEATTLEWA981013099LEGAL$308,205
MCCUTCHEN GROUP
925 4TH AVESEATTLEWA98104CONSULTING$203,690

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1VROOM (SEE ATTACHMENT A)Description1Txt
Expenses1$1,809,744Expenses1Amt
Description2BEZOS SCHOLARS PROGRAM (SEE ATTACHMENT A)Description2Txt
Expenses2$182,305Expenses2Amt
Description3STUDENTS REBUILD (SEE ATTACHMENT A)Description3Txt
Expenses3$529,730Expenses3Amt
Description4MIND IN THE MAKING (SEE ATTACHMENT A)Description4Txt
Expenses4$583,694Expenses4Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$134,661,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,725,477AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,895,813FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$147,282,656TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$147,282,656AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,209,240CashDeemedCharitableAmt
Net Vl Noncharitable Assets$145,073,416NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,253,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,253,671MinimumInvestmentReturnAmt
Tax Based On Investment Income$270,383TaxBasedOnInvestmentIncomeAmt
Total Tax$270,383TotalTaxAmt
Distributable Before Adj$6,983,288DistributableBeforeAdjAmt
Distributable Before Ded$6,983,288DistributableBeforeDedAmt
Distributable As Adjusted$6,983,288DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,695,983ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$79,695,983QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$79,695,983AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,983,288DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,284,966ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$27,823,112ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,832,430ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$64,139,544ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,993,535ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$262,073,587TotalExcessDistributionCyovAmt
Qualifying Distributions$79,695,983QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$6,983,288AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,712,695RemainingDistriFromCorpusAmt
Total Corpus$334,786,282TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,284,966ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$311,501,316ExcessDistriCyovToNextYrAmt
Excess From Year4$27,823,112ExcessFromYear4Amt
Excess From Year3$62,832,430ExcessFromYear3Amt
Excess From Year2$64,139,544ExcessFromYear2Amt
Excess From Year1$83,993,535ExcessFromYear1Amt
Excess From Current Year$72,712,695ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMIGUEL A BEZOS JACKLYN G BEZOSContributingManagerNm
Contributing ManagerAND MACKENZIE SCOTTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHMENT CBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE ATTACHMENT CAddressLine1Txt
CityVariousCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99999ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeSEE ATTACHMENT CGrantOrContributionPurposeTxt
Amt$74,318,872Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,318,872TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$342,388ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$462,759ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
FieldValueIRS element (for citing)
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,948,301ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,753,448ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,753,448TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMIGUEL AND JACKLYN BEZOSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17683 Southeast 27th Street 224AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$87,678,745TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
145,000 SHARES AMAZON.COM INC.$85,904,5502020-03-03
1450 SHARES OF FACEBOOK INC$120,1912020-12-22
130,755 SHARES OF UBER TECHNOLOGIES INC$1,654,0042020-12-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPIONEER SQUARE ADVISORS LLCCategoryTxt
Amt$7,500Amt

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TED FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 HUDSON STREET FLOOR 11AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10013ZIPCd
FieldValueIRS element (for citing)
Purpose Of GrantEXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE.PurposeOfGrantTxt
Expended By Grantee$4,650,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee01/06/2021, 2/11/2021DatesOfReportsByGranteeTxt
Verification2021-02-11VerificationDt
Results Of VerificationSEE ATTACHMENT BResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM, INC.$87,341,092$87,341,092
FACEBOOK$122,922$122,922
UBER TECHNOLOGIES$1,568,505$1,568,505
SEE ATTACHMENT C-1$13,800,508$13,800,508
SEE ATTACHMENT C-2$23,282,102$23,282,102
AFRICAN LEADERSHIP LTD$3,333,333$3,333,333
BLACKSTONE PTNRS OFFSHORE FUND$7,604,303$7,604,303
CQS DIRECTIONAL OPPORTUNITIES$1,197,940$1,197,940
HAWKES BAY INVESTORS (CAYMAN)$1,942,121$1,942,121

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPERKINS COIE, LLPCategoryTxt
Legal Fees$308,205LegalFeesAmt
Disbursements Charitable Prps$308,205DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BROOKFIELD STRATEGIC RE III$692,091$1,662,866$1,662,866
MITM - INTANGIBLE ASSETS$269,010$269,010$269,010
NB CROSSROADS PRIV MKTS FUND V$625,751$960,662$960,662
TOWNSEND REAL ESTATE ALPHA III$314,701$767,031$767,031
HARBOURVEST ACCESS -DOVER ST$0$207,025$207,025
ARDIAN VIII PFIC$0$221,113$221,113

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$12,315
SERVICE EXPENSE$1,708,225$1,708,225
ACTIVITIES LISTED IN PART IX-A$3,074,800$3,074,800
INSURANCE$12,407$12,407
DIGITAL SUPPORT$48$48
WEBSITE$4,768$4,768
ADVERTISING$31,303$31,303
TECHNOLOGY EXPENSE$18,040$18,040
OTHER EXPENSES$217,462$217,462
PARTNERSHIP LOSSES$108,015

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$57,448,662Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
PROFESSIONAL FEES$203,690$203,690
MANAGEMENT FEES$183,975$41,244

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX CREDITCategoryTxt
Amt$16,472Amt
Net Investment Income$16,472NetInvestmentIncomeAmt

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