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
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T17:03:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 116 Suite 149 | 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 | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIGUEL | PersonFirstNm |
| Person Last | BEZOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH RAGSDALE | PreparerPersonNm |
| PTIN | P00295413 | PTIN |
| Phone | 2068384880 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,729,000 | 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 | $87,678,745 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $342,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $339,984 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $462,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,761 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,948,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,596,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,018,710 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,432,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,821,455 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $308,205 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $308,205 | 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 | $387,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $244,934 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,472 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,853 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,853 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,079,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,015 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,067,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,801,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $369,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,377,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,318,872 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,318,872 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,119,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $369,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,695,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,312,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,452,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,954,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,448,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,448,467 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $81,111,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,192,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $140,192,826 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,901,553 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,087,707 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,087,707 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,968,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,729,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,729,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $87,968,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $156,729,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,968,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $156,729,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,968,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,729,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,968,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,312,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,448,662 | OtherIncreasesAmt |
| Subtotal | $156,729,000 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $156,729,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 5,000 SHARES AMZN | D | 2020-03-19 | $9,612,827 | $65 | $9,612,762 | $9,612,762 | |
| 1,900 SHARES AMZN | D | 2020-06-22 | $5,134,098 | $25 | $5,134,073 | $5,134,073 | |
| 1,300 SHARES AMZN | D | 2020-12-09 | $4,099,439 | $17 | $4,099,422 | $4,099,422 | |
| 2,504 SHARES VANGUARD RE ETF | P | 2020-06-23 | $199,715 | $206,820 | -$7,105 | -$7,105 | 2018-09-16 |
| 1,765 SHARES VANGUARD TOTAL STOCK | P | 2020-12-18 | $339,899 | $264,575 | $75,324 | $75,324 | 2018-10-03 |
| 120,000 SHARES US TREAS NT 2.375% UST NOTE DUE 12/31/2020 | P | 2020-01-30 | $120,894 | $118,768 | $2,126 | $2,126 | 2018-09-27 |
| 250,000 SHARES US TREAS NT 2.25% 11/25 UST NOTE DUE 11/15/25 | P | 2020-03-12 | $270,551 | $260,161 | $10,390 | $10,390 | 2019-09-05 |
| 65,000 SHARES US TREAS NT 2.75% 11/15/23 | P | 2020-03-12 | $69,842 | $66,065 | $3,777 | $3,777 | 2019-03-07 |
| 175,000 US TREASURY 2.375% 05/29 UST BOND DUE 5/15/29 | P | 2020-03-23 | $199,738 | $180,801 | $18,937 | $18,937 | |
| 65,000 SHARES US TREASURY NT 2.5% 5/24 UST NOTE DUE 5/15/24 | P | 2020-03-19 | $69,465 | $65,528 | $3,937 | $3,937 | 2019-04-02 |
| 155,000 SHARES THE BOEING CO 3.2% DUE 03/01/29 | P | 2020-03-27 | $141,145 | $161,481 | -$20,336 | -$20,336 | 2019-11-04 |
| 10,000 SHARES US TREASUR NT 2.75% 11/23 UST NOTE 11/15/23 | P | 2020-03-12 | $10,745 | $10,102 | $643 | $643 | 2019-03-17 |
| 120,000 SHARES US TREASUR NT 2% 04/24 UST NOTE DUE 4/30/24 | P | 2020-03-19 | $125,638 | $115,444 | $10,194 | $10,194 | 2018-09-27 |
| 170,000 SHARES US TREASUR NT 2.5% 05/24 UST NOTE DUE 5/15/24 | P | 2020-03-19 | $181,677 | $170,155 | $11,522 | $11,522 | 2019-03-07 |
| 4,000 SHARES UNITED TECH 3.65% DUE 8/16/23 | P | 2020-05-18 | $4,413 | $4,152 | $261 | $261 | 2019-06-25 |
| 30,000 SHARES US TREASUR NT 2% DUE 11/30/20 | P | 2020-05-14 | $30,292 | $29,944 | $348 | $348 | 2019-04-02 |
| 115,000 SHARES US TREAS DUE 5/31/2020 | P | 2020-05-31 | $115,000 | $115,000 | 2019-03-04 | ||
| 40,000 SHARES US TREASURY DUE 11/30/2020 | P | 2020-06-01 | $40,349 | $39,932 | $417 | $417 | 2019-04-02 |
| 100,000 SHARES AZ ST MATURED XTRO | P | 2020-07-01 | $100,000 | $100,000 | 2018-09-27 | ||
| 45,000 SHARES US TREASURY DUE 2/28/21 | 2020-07-06 | $45,521 | $44,908 | $613 | $613 | 2019-04-02 | |
| 170,000 SHARES US TREASURY DUE 11/30/2020 | P | 2020-07-06 | $171,233 | $169,670 | $1,563 | $1,563 | |
| 60,000 SHARES WASTE MNGMT CALLED | P | 2020-07-02 | $60,600 | $61,369 | -$769 | -$769 | 2019-06-25 |
| 75,000 SHARES US TREASURY DUE 11/15/19 | P | 2020-08-25 | $82,500 | $82,876 | -$376 | -$376 | 2020-05-14 |
| 180,000 SHARES THE TORONTO DOM DUE 4/07/21 | 2020-08-10 | $182,129 | $179,015 | $3,114 | $3,114 | ||
| 140,000 SHARES US TREASURY DUE 5/31/21 | 2020-08-17 | $142,041 | $139,545 | $2,496 | $2,496 | ||
| 160,000 SHARES BANK OF AMERICA DUE 4/01/24 | 2020-08-24 | $178,472 | $162,363 | $16,109 | $16,109 | ||
| 69,000 SHARES MEDTRONIC PLC CALLED | P | 2020-10-29 | $71,662 | $68,563 | $3,099 | $3,099 | 2018-09-18 |
| 125,000 SHARES DUKE ENERGY CORP DUE 6/15/21 | P | 2020-11-10 | $126,481 | $125,608 | $873 | $873 | |
| 130,000 SHARES WESTPAC BANKING DUE 8/19/21 | P | $131,747 | $128,827 | $2,920 | $2,920 | ||
| 110,000 SHARES ABBVIE INC DUE 11/06/22 | P | 2020-11-24 | $115,077 | $108,905 | $6,172 | $6,172 | |
| 165,000 SHARES THE BANK OF NEW DUE 1/29/23 | P | 2020-11-24 | $173,814 | $164,108 | $9,706 | $9,706 | |
| 85,000 SHARES AMGEN INC CALLED | P | 2020-12-16 | $72,641 | $71,697 | $944 | $944 | 2019-02-25 |
| 105,000 SHARES CVS HEALTH CORP EXP 12/18 | 2020-12-22 | $119,383 | $105,534 | $13,849 | $13,849 | ||
| UNITED TECHNOLOG | 2020-02-28 | $57,206 | $55,501 | $1,705 | $1,705 | 2018-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,018,710 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $270,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $270,383 | SubtotalAmt |
| Tax Based On Investment Income | $270,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $221,876 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $361,876 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $91,493 | OverpaymentAmt |
| Applied To ES Tax | $91,493 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 NO 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 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| JACKLYN G BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| CHRISTINA BEZOS POORE | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARK S BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| LISA BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEPHEN S POORE | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| JEFFREY P BEZOS | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
| MACKENZIE T Scott | ||||||||
| 1700 7th Avenue 116 | Seattle | WA | 98101 | DIRECTOR | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PERKINS COIE LLP | |||||
| 1201 THIRD AVENUE STE 4800 | SEATTLE | WA | 981013099 | LEGAL | $308,205 |
| MCCUTCHEN GROUP | |||||
| 925 4TH AVE | SEATTLE | WA | 98104 | CONSULTING | $203,690 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VROOM (SEE ATTACHMENT A) | Description1Txt |
| Expenses1 | $1,809,744 | Expenses1Amt |
| Description2 | BEZOS SCHOLARS PROGRAM (SEE ATTACHMENT A) | Description2Txt |
| Expenses2 | $182,305 | Expenses2Amt |
| Description3 | STUDENTS REBUILD (SEE ATTACHMENT A) | Description3Txt |
| Expenses3 | $529,730 | Expenses3Amt |
| Description4 | MIND IN THE MAKING (SEE ATTACHMENT A) | Description4Txt |
| Expenses4 | $583,694 | 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 | $134,661,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,725,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,895,813 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,282,656 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,282,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,209,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,073,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,253,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,253,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270,383 | TotalTaxAmt |
| Distributable Before Adj | $6,983,288 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,983,288 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,983,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,695,983 | 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 | $79,695,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,695,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,983,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,284,966 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,823,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,832,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,139,544 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,993,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $262,073,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,695,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,983,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,712,695 | RemainingDistriFromCorpusAmt |
| Total Corpus | $334,786,282 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,284,966 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $311,501,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,823,112 | ExcessFromYear4Amt |
| Excess From Year3 | $62,832,430 | ExcessFromYear3Amt |
| Excess From Year2 | $64,139,544 | ExcessFromYear2Amt |
| Excess From Year1 | $83,993,535 | ExcessFromYear1Amt |
| Excess From Current Year | $72,712,695 | 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 SCOTT | 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 | Various | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $74,318,872 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,318,872 | 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 | $342,388 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,759 | 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) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,948,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,753,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,753,448 | 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 | $87,678,745 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 45,000 SHARES AMAZON.COM INC. | $85,904,550 | 2020-03-03 |
| 1 | 450 SHARES OF FACEBOOK INC | $120,191 | 2020-12-22 |
| 1 | 30,755 SHARES OF UBER TECHNOLOGIES INC | $1,654,004 | 2020-12-22 |
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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 HUDSON STREET FLOOR 11 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | EXCLUSIVELY FOR EXEMPT PURPOSES AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. | PurposeOfGrantTxt |
| Expended By Grantee | $4,650,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/06/2021, 2/11/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-02-11 | VerificationDt |
| Results Of Verification | SEE ATTACHMENT B | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM, INC. | $87,341,092 | $87,341,092 |
| $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE, LLP | CategoryTxt |
| Legal Fees | $308,205 | LegalFeesAmt |
| Disbursements Charitable Prps | $308,205 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $57,448,662 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROFESSIONAL FEES | $203,690 | $203,690 |
| MANAGEMENT FEES | $183,975 | $41,244 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX CREDIT | CategoryTxt |
| Amt | $16,472 | Amt |
| Net Investment Income | $16,472 | NetInvestmentIncomeAmt |
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