THE GEORGE W BUSH FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE W BUSH FOUNDATION (EIN 20-4119317)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349313368
- Schema version
- 2023v5.1
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:15:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204119317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W BUSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2142004300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BLVD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN S COSSIBOOM | PersonNm |
| Person Title | VP FINANCE & OPS/TREASURER | PersonTitleTxt |
| Phone | 2142004335 | PhoneNum |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE W BUSH PRESIDENTIAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH HERSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BLVD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,854,380 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUSHCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR MISSION STATEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 135 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $320,785 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $239,732 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,203,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,865,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,880,850 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,236,557 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,657,821 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,656,620 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,023,010 | PYOtherRevenueAmt |
| CY Other Revenue | $5,742,756 | CYOtherRevenueAmt |
| PY Total Revenue | $40,764,912 | PYTotalRevenueAmt |
| CY Total Revenue | $48,500,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,480,462 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,509,440 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,327,122 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,032,212 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $86,932 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $204,962 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,514,231 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,196,408 | PYOtherExpensesAmt |
| CY Other Expenses | $17,939,646 | CYOtherExpensesAmt |
| PY Total Expenses | $33,090,924 | PYTotalExpensesAmt |
| CY Total Expenses | $35,686,260 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,673,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,814,675 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $584,997,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,520,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,042,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,417,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $581,954,540 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $633,103,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,369,147 | ExpenseAmt |
| Grant | $1,507,878 | GrantAmt |
| Desc | THE GEORGE W. BUSH INSTITUTE IS A SOLUTION-ORIENTED NONPARTISAN POLICY ORGANIZATION FOCUSED ON ENSURING OPPORTUNITY FOR ALL, STRENGTHENING DEMOCRACY, AND ADVANCING FREE SOCIETIES. HOUSED WITHIN THE GEORGE W. BUSH PRESIDENTIAL CENTER, THE BUSH INSTITUTE IS ROOTED IN COMPASSIONATE CONSERVATIVE VALUES AND COMMITTED TO CREATING POSITIVE, MEANINGFUL, AND LASTING CHANGE AT HOME AND ABROAD. WE UTILIZE OUR UNIQUE PLATFORM AND CONVENING POWER TO ADVANCE SOLUTIONS TO NATIONAL AND GLOBAL ISSUES OF THE DAY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,259,897 | ExpenseAmt |
| Grant | $1,562 | GrantAmt |
| Revenue | $3,236,557 | RevenueAmt |
| Desc | THE GEORGE W. BUSH PRESIDENTIAL MUSEUM PROMOTES A GREATER UNDERSTANDING OF THE AMERICAN PRESIDENCY AND EXAMINES THE CONSEQUENTIAL TIMES DURING WHICH PRESIDENT AND MRS. BUSH SERVED. THE MUSEUM OFFERS A MOVING EXHIBIT ON SEPTEMBER 11, 2001, A REPLICA OVAL OFFICE, AND AN INTERACTIVE EXPERIENCE IN PRESIDENTIAL DECISION-MAKING. THE MUSEUM IS ALSO HOST TO A VARIETY OF SPECIAL EXHIBITIONS THAT DELVE DEEPLY INTO UNIQUE TOPICS AND PROVIDE INSIGHTS THAT ONLY A PRESIDENTIAL CENTER CAN OFFER. HOUSED WITHIN THE GEORGE W. BUSH PRESIDENTIAL CENTER, THE GEORGE W. BUSH PRESIDENTIAL MUSEUM IS A NONPARTISAN CIVIC INSTITUTION SHOWCASING THE TIMELESS VALUES OF FREEDOM, OPPORTUNITY, ACCOUNTABILITY, AND COMPASSION.SINCE OPENING, 2 MILLION PEOPLE HAVE VISITED THE MUSEUM, INCLUDING ONE TEMPORARY EXHIBIT IN 2023: "FREEDOM MATTERS," WHICH HIGHLIGHTS THE IMPORTANCE OF FREEDOM IN BUILDING PEACEFUL SOCIETIES, HOW THE WORK OF FREEDOM ADVOCATES HAS CHANGED THE LIVES OF MILLIONS, AND WHAT WE ALL CAN LEARN FROM THE STUDY OF HISTORY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,629,044 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 135 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN S COSSIBOOM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142004300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BOULEVARD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KENNETH A HERSH | ||||||||
| PRESIDENT & CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $620,000 | $0 | $20,877 | ||
| DONALD L EVANS | ||||||||
| CHAIRMAN/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REGINALD BROWN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA W BUSH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY H COMPTON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN CROW | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO GARZA | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DYLAN C GLENN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY C HAGER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JON D HAMMES | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL HICKEY | ||||||||
| VICE CHAIR/DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN W JOHNSON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL KAPLAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY L KATZ | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK LANGDALE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DINA POWELL MCCORMICK | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MEECE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B MILLER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER PACE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA H PATSLEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE L PHILLIPS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CAREN PROTHRO | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY D THOMPSON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| R GERALD TURNER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TED ULLYOT | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN S COSSIBOOM | ||||||||
| VP FINANCE & OPERATIONS/TREASURER | 40.00 | Yes (X) | $352,989 | $0 | $30,131 | |||
| DAVID KRAMER | ||||||||
| VP & EXECUTIVE DIRECTOR - GEORGE BUSH INSTITUTE | 40.00 | Yes (X) | $344,762 | $0 | $21,694 | |||
| GUY H KERR | ||||||||
| SECRETARY/GENERAL COUNSEL | 40.00 | Yes (X) | $256,811 | $0 | $17,228 | |||
| KRISTIN N KING | ||||||||
| COO - GEORGE BUSH INSTITUTE | 40.00 | $273,650 | $0 | $26,437 | Yes (X) | |||
| RACHEL EVANS MABRY | ||||||||
| VICE PRESIDENT, DEVELOPMENT | 40.00 | $242,437 | $0 | $45,069 | Yes (X) | |||
| IGOR KHRESTIN | ||||||||
| MANAGING DIRECTOR OF GLOBAL POLICY | 40.00 | $252,291 | $0 | $32,838 | Yes (X) | |||
| MARY MOORE HAMRICK | ||||||||
| MANAGING DIRECTOR OF DOMESTIC POLICY (TIL 8/25/23) | 40.00 | $265,853 | $0 | $18,942 | Yes (X) | |||
| EVANGELINE M CHIANG | ||||||||
| MANAGING DIR LEADERSHIP/PROGRAMMING (TIL 1/31/24) | 40.00 | $240,965 | $0 | $40,204 | Yes (X) | |||
| ANNE E WICKS | ||||||||
| MANAGING DIR, OPPORTUNITY & DEMOCRACY | 40.00 | $239,692 | $0 | $32,730 | Yes (X) | |||
| HANNAH ABNEY | ||||||||
| SENIOR ADVISOR, COMMUNICATIONS | 40.00 | $195,170 | $0 | $41,471 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,284,620 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $327,621 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DESIGN AND PRODUCTION INCORPORATED | |||||
| 7110 RAINWATER PLACE | LORTON | VA | 22079 | DESIGN AND CONSTRUCTION | $856,427 |
| KROESCHELL FACILITY SERVICES INC | |||||
| 3222 N KENNICOTT AVENUE | ARLINGTON HEIGHTS | IL | 60004 | FACILITY SERVICE AND SUPPORT | $657,816 |
| HOWARD-REVIS DESIGN SERVICES INC | |||||
| 901 2ND STREET NE | WASHINGTON | DC | 20002 | DESIGN AND CONSTRUCTION | $584,354 |
| CULINAIRE INTERNATIONAL | |||||
| 8303 ELMBROOK DR | DALLAS | TX | 75247 | PROGRAM AND EVENT EXPENSE | $505,077 |
| XIBITZ INC | |||||
| 5809 CROSS ROADS PARKWAY | GRAND RAPIDS | MI | 49519 | DESIGN AND CONSTRUCTION | $447,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $108,189 | MembershipDuesAmt |
| All Other Contributions | $26,756,813 | AllOtherContributionsAmt |
| Noncash Contributions | $119,827 | NoncashContributionsAmt |
| Total Contributions | $26,865,002 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM TICKET SALES | 900099 | $1,764,074 | $1,764,074 |
| ECONOMIC GROWTH INITIATIVE | 900099 | $1,383,490 | $1,383,490 |
| OVAL OFFICE PHOTO COMMISSION | 900099 | $63,789 | $63,789 |
| PUBLIC PROGRAMMING | 900099 | $25,204 | $25,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,236,557 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,173,533 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $87,344 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,086,189 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $774,518 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $163,566 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $610,952 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $610,952 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $49,400 | UnrelatedBusinessRevenueAmt |
| Exclusion | $561,552 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,672,966 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,189,879 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,483,087 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,483,087 | TotalRevenueColumnAmt |
| Exclusion | $5,483,087 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NATIONAL ARCHIVES AND RECORDS ADM | 900099 | $4,529,131 | $4,529,131 | |
| PARKING REVENUE | 900099 | $318,253 | $308,190 | $10,063 |
| RESTAURANT & CATERING | 722320 | $173,978 | $173,978 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,442 | TotalRevenueColumnAmt |
| Exclusion | $110,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,131,804 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,500,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,236,557 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $320,785 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,078,591 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,440 | TotalAmt |
| Program Services | $1,509,440 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,201 | TotalAmt |
| Program Services | $1,461,715 | ProgramServicesAmt |
| Management And General | $624,256 | ManagementAndGeneralAmt |
| Fundraising | $485,230 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,698 | TotalAmt |
| Program Services | $156,698 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,759,914 | TotalAmt |
| Program Services | $6,462,665 | ProgramServicesAmt |
| Management And General | $1,718,391 | ManagementAndGeneralAmt |
| Fundraising | $1,578,858 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,562 | TotalAmt |
| Program Services | $295,198 | ProgramServicesAmt |
| Management And General | $85,608 | ManagementAndGeneralAmt |
| Fundraising | $79,756 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,252,217 | TotalAmt |
| Program Services | $1,421,305 | ProgramServicesAmt |
| Management And General | $453,589 | ManagementAndGeneralAmt |
| Fundraising | $377,323 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,620 | TotalAmt |
| Program Services | $540,529 | ProgramServicesAmt |
| Management And General | $149,403 | ManagementAndGeneralAmt |
| Fundraising | $141,688 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,108 | TotalAmt |
| Management And General | $57,108 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,687 | TotalAmt |
| Management And General | $122,687 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,962 | TotalAmt |
| Fundraising | $204,962 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,470 | TotalAmt |
| Program Services | $2,196 | ProgramServicesAmt |
| Management And General | $181,274 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,874,382 | TotalAmt |
| Program Services | $2,686,130 | ProgramServicesAmt |
| Management And General | $169,506 | ManagementAndGeneralAmt |
| Fundraising | $18,746 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,877 | TotalAmt |
| Program Services | $362,350 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
| Fundraising | $9,352 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,767 | TotalAmt |
| Program Services | $279,186 | ProgramServicesAmt |
| Management And General | $61,835 | ManagementAndGeneralAmt |
| Fundraising | $434,746 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,752 | TotalAmt |
| Program Services | $777,731 | ProgramServicesAmt |
| Management And General | $113,938 | ManagementAndGeneralAmt |
| Fundraising | $175,083 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455,784 | TotalAmt |
| Program Services | $1,702,269 | ProgramServicesAmt |
| Management And General | $303,133 | ManagementAndGeneralAmt |
| Fundraising | $450,382 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,546 | TotalAmt |
| Program Services | $870,508 | ProgramServicesAmt |
| Management And General | $23,479 | ManagementAndGeneralAmt |
| Fundraising | $52,559 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,272,393 | TotalAmt |
| Program Services | $2,518,919 | ProgramServicesAmt |
| Management And General | $113,106 | ManagementAndGeneralAmt |
| Fundraising | $640,368 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,801,820 | TotalAmt |
| Program Services | $3,241,449 | ProgramServicesAmt |
| Management And General | $816,107 | ManagementAndGeneralAmt |
| Fundraising | $744,264 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,418 | TotalAmt |
| Program Services | $221,804 | ProgramServicesAmt |
| Management And General | $50,900 | ManagementAndGeneralAmt |
| Fundraising | $64,714 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $361,081 | $98,855 | $206,026 | $56,200 |
| BAD DEBT EXPENSE | $312,561 | $20,097 | $292,464 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,686,260 | TotalAmt |
| Program Services | $24,629,044 | ProgramServicesAmt |
| Management And General | $5,542,985 | ManagementAndGeneralAmt |
| Fundraising | $5,514,231 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,949,358 | BOYAmt |
| EOY | $6,331,283 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,988,937 | BOYAmt |
| EOY | $21,077,051 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,356,198 | BOYAmt |
| EOY | $43,888,898 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,320 | BOYAmt |
| EOY | $1,524,359 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,873 | BOYAmt |
| EOY | $868,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $246,392,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,714,307 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,350,968 | BOYAmt |
| EOY | $142,678,510 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,962,032 | BOYAmt |
| EOY | $312,567,469 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,188,694 | BOYAmt |
| EOY | $74,384,853 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,038,096 | BOYAmt |
| EOY | $33,200,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,997,476 | BOYAmt |
| EOY | $636,520,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,467,805 | BOYAmt |
| EOY | $2,564,675 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,432 | BOYAmt |
| EOY | $307,398 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,699 | BOYAmt |
| EOY | $545,419 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,042,936 | BOYAmt |
| EOY | $3,417,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,841,930 | BOYAmt |
| EOY | $392,119,815 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,112,610 | BOYAmt |
| EOY | $240,983,436 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,954,540 | BOYAmt |
| EOY | $633,103,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,997,476 | BOYAmt |
| EOY | $636,520,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,814,675 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,351,702 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$17,666 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,836,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,798,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,390,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,193,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,865,002 | CurrentTaxYearAmt |
| Total | $197,083,905 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,836,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,798,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,390,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,193,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,865,002 | CurrentTaxYearAmt |
| Total | $197,083,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,170,063 | SubstantialContributorsTotAmt |
| Public Support Total170 | $171,913,842 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,868,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,464,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,841,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,673,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,860,707 | CurrentTaxYearAmt |
| Total | $27,709,219 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $40,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $271,385 | CurrentTaxYearAmt |
| Total | $825,038 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $593,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $213,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $335,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418,630 | CurrentTaxYearAmt |
| Total | $1,695,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $227,313,909 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,174,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | PARKING FEES RESTAURANT CATERING COMMISSIONS GIFT SHOP COMMISSIONS SPECIAL EVENTS MISCELLANEOUS | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,686,260 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,686,260 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAD A 501(H) ELECTION IN PLACE BUT DID NOT INCUR ANY LOBBYING EXPENSES DURING THE YEAR. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,048,001 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $339,855,077 | BeginningYearBalanceAmt |
| Contributions | $20,793,616 | ContributionsAmt |
| Investment Earnings Or Losses | $48,770,064 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,140,571 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $395,278,186 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $376,874,082 | BeginningYearBalanceAmt |
| Contributions | $18,716,157 | ContributionsAmt |
| Investment Earnings Or Losses | -$45,567,846 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,167,316 | OtherExpendituresAmt |
| End Year Balance | $339,855,077 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,796,449 | BeginningYearBalanceAmt |
| Contributions | $14,822,243 | ContributionsAmt |
| Investment Earnings Or Losses | $70,376,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,121,546 | OtherExpendituresAmt |
| End Year Balance | $376,874,082 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,530,322 | BeginningYearBalanceAmt |
| Contributions | $70,358,725 | ContributionsAmt |
| Investment Earnings Or Losses | $34,103,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,196,318 | OtherExpendituresAmt |
| End Year Balance | $298,796,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,205,350 | BeginningYearBalanceAmt |
| Contributions | $55,685,643 | ContributionsAmt |
| Investment Earnings Or Losses | $24,328,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,689,604 | OtherExpendituresAmt |
| End Year Balance | $199,530,322 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05160 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,174,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,869,205 | DepreciationAmt |
| Book Value | $108,305,018 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,864,527 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,241,606 | DepreciationAmt |
| Book Value | $29,622,921 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,700,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,561,096 | DepreciationAmt |
| Book Value | $3,138,970 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,654,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,400 | DepreciationAmt |
| Book Value | $1,611,601 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,678,510 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $11,318,245 | F |
| REAL ASSETS | $10,520,274 | F |
| PRIVATE EQUITY FUNDS | $52,546,334 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $74,384,853 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| GROUND LEASE, NET OF AMORTIZATION | $32,853,667 |
| RIGHT OF USE ASSET, NET OF AMORTIZATION | $346,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $33,200,317 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY, SHORT TERM | $346,650 |
| USE OF INTEREST | $198,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $545,419 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $86,591,666 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $38,351,702 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $45,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $26,502 | OtherRevenueAmt |
| Revenue Not Reported | $38,423,204 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,168,462 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $183,470 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $149,003 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $332,473 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,500,935 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,442,955 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $45,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $44,168 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $89,168 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,353,787 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $183,470 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $149,003 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $332,473 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,686,260 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WORKS OF ART ARE HELD OR DISPLAYED IN VARIOUS SPACES OF THE GEORGE W. BUSH PRESIDENTIAL CENTER. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT WAS STARTED IN 2014 AND CONSISTS OF INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. ENDOWMENT DISTRIBUTIONS ARE INTENDED TO SUPPORT GENERAL OPERATING EXPENSES AND OTHER DESIGNATED PURPOSES AS DIRECTED BY THE BOARD OR BY DONORS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), AND DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A) OF THE IRC. AS SUCH, CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS; HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. AT DECEMBER 31, 2023 AND 2022, UNRELATED BUSINESS INCOME TAX LIABILITY AND EXPENSE WERE IMMATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS GUIDANCE THAT ESTABLISHED CRITERION THAT AN INDIVIDUAL TAX POSITION MUST MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. NO TAX ACCRUAL FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE FOUNDATION. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST 26,502. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE CONTRIBUTIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 312,563. RENT EXPENSE -163,560. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TRAVEL PREPAID FROM 2023 44,168. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE CONTRIBUTIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 312,563. RENT EXPENSE -163,560. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $231,580 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $4,694,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,926,393 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,926,393 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S ENDOWMENT PORTFOLIO INCLUDES CERTAIN PRIVATE EQUITY INVESTMENTS WITH HOLDINGS OUTSIDE THE UNITED STATES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARFIELD AND WALSH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S WASHINGTON STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $529,383 | GrossReceiptsAmt |
| Retained By Contractor | $113,435 | RetainedByContractorAmt |
| Net To Organization | $415,948 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $529,383 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $113,435 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $415,948 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS | FormAndLineReferenceDesc |
| Explanation | PRINTING, COPYING, REPRODUCTION, POSTING AND SHIPPING SERVICES NOT INCLUDED IN PART I: $191,133 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANAHEIM ELEMENTARY SCHOOL DISTRICT | |||||||||
| 1001 S EAST STREET | ANAHEIM | CA | 92805 | 956000119 | 501(C)(1) | $25,000 | $0 | LIBRARY BOOKS | |
| BOARD OF EDUCATION CITY SCHOOL CITY OF ROCHESTER | |||||||||
| 131 WEST BROAD STREET | ROCHESTER | NY | 14614 | 166002010 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| BUENA VISTA CITY PUBLIC SCHOOLS | |||||||||
| 2329 CHESTNUT AVE SUITE A | BUENA VISTA | VA | 24416 | 546001180 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| CADDO PARISH SCHOOL BOARD | |||||||||
| 1961 MIDWAY AVENUE | SHREVEPORT | LA | 71108 | 726000224 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| CARSON CITY SCHOOL DISTRICT | |||||||||
| 1402 W KING STREET | CARSON CITY | NV | 89702 | 886000130 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| CARTWRIGHT SCHOOL DISTRICT NO 83 | |||||||||
| 5220 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85031 | 866000517 | 501(C)(1) | $35,000 | $0 | LIBRARY BOOKS | |
| CENTRAL DAUPHIN SCHOOL DISTRICT | |||||||||
| 600 RUTHERFOD ROAD | HARRISBURG | PA | 17109 | 231667849 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| CHANNELVIEW ISD | |||||||||
| 828 SHELDON RD | CHANNELVIEW | TX | 77530 | 746000507 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| CHARLESTON COUNTY SCHOOL DISTRICT | |||||||||
| 75 CALHOUN STREET | CHARLESTON | SC | 29401 | 576000322 | 501(C)(1) | $30,000 | $0 | LIBRARY BOOKS | |
| CITY OF BRISTOL | |||||||||
| 111 NORTH MAIN STREET | BRISTOL | CT | 06010 | 066001866 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| CITY OF NEW YORK | |||||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | 136400434 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| CITY OF SPRINGFIELD MASSACHUSETTS | |||||||||
| 36 COURT STREET- ROOM 400 | SPRINGFIELD | MA | 01103 | 046001415 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| CLARK COUNTY SCHOOL DISTRICT | |||||||||
| 2832 EAST FLAMINGO ROAD | LAS VEGAS | NV | 89121 | 886000030 | 501(C)(1) | $25,000 | $0 | LIBRARY BOOKS | |
| CLEVELAND HTS-UNIVERSITY HTS CITY SCHOOL DISTRICT | |||||||||
| 2155 MIRAMAR BLVD | UNIVERSITY HTS | OH | 44118 | 346000687 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 752258146 | 750964565 | 501(C)(3) | $8,500 | $0 | SCHOLARSHIPS | |
| CORPUS CHRISTI INDEPENDENT SCHOOL DISTRICT | |||||||||
| PO BOX 110 | CORPUS CHRISTI | TX | 78403 | 746000581 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| CROWLEY INDEPENDENT SCHOOL DISTRICT | |||||||||
| 512 PEACH STREET | CROWLEY | TX | 76036 | 751247307 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| CUTLER-OROSI JOINT UNIFIED SCHOOL DISTIRCT | |||||||||
| 12623 AVE 416 | OROSI | CA | 93647 | 770565326 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| DALLAS INDEPENDENT SCHOOL DISTRICT | |||||||||
| 9400 N CENTRAL EXPWY | DALLAS | TX | 75231 | 756001278 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| DEL VALLE INDEPENDENT SCHOOL DISTRICT | |||||||||
| 5301 ROSS ROAD SUITE 118 | DEL VALLE | TX | 78617 | 741472531 | 501(C)(1) | $25,000 | $0 | LIBRARY BOOKS | |
| DONNA INDEPENDENT SCHOOL DISTRICT | |||||||||
| 116 NORTH 10TH STREET | DONNA | TX | 78537 | 746000691 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| ELIZABETH BOARD OF EDUCATION | |||||||||
| 500 NORTH BROAD ST | ELIZABETH | NJ | 07208 | 226001780 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| FORT WORTH INDEPENDENT SCHOOL DISTRICT | |||||||||
| 100 N UNIVERSITY DR SUITE NE 140-B | FORT WORTH | TX | 76107 | 756001613 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| GREATER ALBANY PUBLIC SCHOOL DISTRICT 8J | |||||||||
| 718 SW 7TH AVE | ALBANY | OR | 97321 | 936002755 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| JEFFERSON PARISH PUBLIC SCHOOL SYSTEM | |||||||||
| 501 MANHATTAN BLVD | HARVEY | LA | 70058 | 726000592 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| KENNEWICK SCHOOL DISTRICT #17 | |||||||||
| 1000 W 4TH AVE | KENNEWICK | WA | 99336 | 916001557 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| LANSING SCHOOL DISTRICT | |||||||||
| 519 W KALAMAZOO ST | LANSING | MI | 48933 | 386001599 | 501(C)(1) | $50,000 | $0 | LIBRARY BOOKS | |
| LOS FRESNOS CONSOLIDATED INDEPENDENT SCHOOL DISTRICT | |||||||||
| 600 N MESQUITE STREET | LOS FRESNOS | TX | 78566 | 746001641 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| LYFORD CISD | |||||||||
| 8240 SIMON GOMEZ RD | LYFORD | TX | 78569 | 746001648 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| MISSION ACHIEVMENT AND SUCCESS CHARTER SCHOOL | |||||||||
| 1718 YALE BLVD SE | ALBUQUERQUE | NM | 87106 | 453680061 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| MULDROW PUBLIC SCHOOL | |||||||||
| 715 SHAWNTEL SMITH BLVD | MULDROW | OK | 74948 | 730769413 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| N LITTLE ROCK SPECIAL SCHOOL DISTRICT | |||||||||
| 2400 WILLOW STREET | NORTH LITTLE ROCK | AK | 72114 | 716014124 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| OXNARD SCHOOL DISTRICT | |||||||||
| 1051 SOUTH A STREET | OXNARD | CA | 93030 | 956002318 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| PATERSON PUBLIC SCHOOL DISTRICT | |||||||||
| 90 DELAWARE AVE | PATERSON | NJ | 77502 | 226002199 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| PHARR-SAN JUAN-ALAMO INDEPENDENT SCHOOL DISTRICT | |||||||||
| PO BOX 769 | PHARR | TX | 46227 | 746001876 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| PRINCE WILLIAM COUNTY SCHOOLS | |||||||||
| PO BOX 389 | MANASSAS | VA | 23901 | 546001533 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| REDMOND SCHOOL DISTRICT 2J | |||||||||
| 145 SE SALMON DRIVE | REDMOND | OR | 33031 | 936000392 | 501(C)(1) | $25,000 | $0 | LIBRARY BOOKS | |
| RIO GRANDE CITY CONSOLIDATED INDEPENDENT SCHOOL DISTRICT | |||||||||
| 1S FORT RINGGOLD | RIO GRANDE CITY | TX | 97756 | 746003668 | 501(C)(1) | $45,000 | $0 | LIBRARY BOOKS | |
| SAN ANTONIO INDEPENDENT SCHOOL DISTRICT | |||||||||
| 514 W QUINCY ST | SAN ANTONIO | TX | 79547 | 746002167 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| SCHOOL BOARD OF PALM BEACH COUNTY FLORIDA | |||||||||
| 3300 FOREST HILL BLVD SUITE A323 | WEST PALM BEACH | FL | 20012 | 596000783 | 501(C)(1) | $30,000 | $0 | LIBRARY BOOKS | |
| THE SCHOOL BOARD OF CITY OF RICHMOND | |||||||||
| 301 N NINTH STREET | RICHMOND | VA | 44125 | 541689909 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| THREE RIVERS JOSEPHINE COUNTY UNIT JOINT SCHOOL DISTRICT | |||||||||
| 8550 NEW HOPE ROAD | GRANTS PASS | OR | 23219 | 936000541 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| WARE COUNTY BOARD OF EDUCATION | |||||||||
| 1301 BAILEY STREET | WAYCROSS | GA | 35502 | 586000340 | 501(C)(1) | $20,000 | $0 | LIBRARY BOOKS | |
| WEST HARVEY SCHOOL DIST #147 | |||||||||
| 191 W 155TH PLACE | HARVEY | IL | 46222 | 366004362 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| WICOMICO COUNTY BOARD OF EDUCATION | |||||||||
| PO BOX 1538 2424 NORTHGATE DRIVE | SALISBURY | MD | 39773 | 526001052 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | SUITE 100 |
| YAKIMA PUBLIC SCHOOLS | |||||||||
| 104 N 4TH AVE | YAKIMA | WA | 21802 | 916001550 | 501(C)(1) | $15,000 | $0 | LIBRARY BOOKS | |
| YSLETA INDEPENDENT SCHOOL DISTRICT | |||||||||
| 9600 SIMS DRIVE | EL PASO | TX | 70115 | 746002473 | 501(C)(1) | $10,000 | $0 | LIBRARY BOOKS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 47 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION, THROUGH ITS LAURA BUSH FOUNDATION FOR AMERICA'S LIBRARIES FUND (LBFAL FUND), PROVIDED GRANTS FOR THE SUPPORT OF AMERICA'S LIBRARIES AND EDUCATION OF CHILDREN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH A HERSH | ||||||||||||||
| PRESIDENT & CEO/DIRECTOR | $620,000 | $0 | $0 | $0 | $0 | $0 | $19,800 | $0 | $1,077 | $0 | $640,877 | $0 | $0 | $0 |
| BRIAN S COSSIBOOM | ||||||||||||||
| VP FINANCE & OPERATIONS/TREASURER | $320,640 | $0 | $32,349 | $0 | $0 | $0 | $16,966 | $0 | $13,165 | $0 | $383,120 | $0 | $0 | $0 |
| DAVID KRAMER | ||||||||||||||
| VP & EXECUTIVE DIRECTOR - GEORGE BUS | $321,172 | $0 | $23,590 | $0 | $0 | $0 | $0 | $0 | $21,694 | $0 | $366,456 | $0 | $0 | $0 |
| KRISTIN N KING | ||||||||||||||
| COO - GEORGE BUSH INSTITUTE | $248,150 | $0 | $25,500 | $0 | $0 | $0 | $13,556 | $0 | $12,881 | $0 | $300,087 | $0 | $0 | $0 |
| RACHEL EVANS MABRY | ||||||||||||||
| VICE PRESIDENT, DEVELOPMENT | $207,605 | $0 | $34,832 | $0 | $0 | $0 | $14,721 | $0 | $30,348 | $0 | $287,506 | $0 | $0 | $0 |
| IGOR KHRESTIN | ||||||||||||||
| MANAGING DIRECTOR OF GLOBAL POLICY | $252,291 | $0 | $0 | $0 | $0 | $0 | $14,665 | $0 | $18,173 | $0 | $285,129 | $0 | $0 | $0 |
| MARY MOORE HAMRICK | ||||||||||||||
| MANAGING DIRECTOR OF DOMESTIC POLICY | $176,634 | $0 | $7,065 | $0 | $82,154 | $0 | $10,661 | $0 | $8,281 | $0 | $284,795 | $0 | $0 | $0 |
| EVANGELINE M CHIANG | ||||||||||||||
| MANAGING DIR LEADERSHIP/PROGRAMMING | $218,465 | $0 | $22,500 | $0 | $0 | $0 | $9,844 | $0 | $30,360 | $0 | $281,169 | $0 | $0 | $0 |
| GUY H KERR | ||||||||||||||
| SECRETARY/GENERAL COUNSEL | $234,813 | $0 | $21,998 | $0 | $0 | $0 | $15,168 | $0 | $2,060 | $0 | $274,039 | $0 | $0 | $0 |
| ANNE E WICKS | ||||||||||||||
| MANAGING DIR, OPPORTUNITY & DEMOCRAC | $222,559 | $0 | $17,133 | $0 | $0 | $0 | $12,307 | $0 | $20,423 | $0 | $272,422 | $0 | $0 | $0 |
| HANNAH ABNEY | ||||||||||||||
| SENIOR ADVISOR, COMMUNICATIONS | $176,351 | $0 | $18,819 | $0 | $0 | $0 | $11,668 | $0 | $29,803 | $0 | $236,641 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | MARY MOORE HAMRICK RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $82,154. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CULLUM CLARK | |||
| SEE PART V | $156,698 | SEE PART V | 0 |
| PRAIRIE CHAPEL MANAGEMENT | |||
| SEE PART V | $982,237 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: CULLUM CLARK(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF DIRECTOR, CAREN PROTHRO(C) AMOUNT OF TRANSACTION $156,698(D) DESCRIPTION OF TRANSACTION: MR. CLARK IS AN EMPLOYEE OF THE FOUNDATION AND RECEIVED COMPENSATION OF $156,698(E) SHARING OF ORGANIZATION REVENUES? = NO |
| SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: PRAIRIE CHAPEL MANAGEMENT ("PCM")(B) LAURA W. BUSH, DIRECTOR, OWNS MORE THAN 35% OF PCM(C) AMOUNT OF TRANSACTION: $982,237(D) DESCRIPTION OF TRANSACTION: THE FOUNDATION AND PCM HAVE A SHARED SERVICES AGREEMENT WHERE THE FOUNDATION'S PEO ISSUES W-2S FOR EMPLOYEES OF THE FOUNDATION AND PCM. AS INDICATED IN SECTION 1 OF THE SHARED SERVICES AGREEMENT, THE FOUNDATION IS REIMBURSED FOR EACH EMPLOYEE THAT PERFORMS SERVICES FOR PCM. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $119,827 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SERVICES | 2 | $33,587 | FMV |
| Yes (X) | MATERIALS & SUPPLIES | 1 | $11,413 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | REPORTING THE NUMBER OF CONTRIBUTIONS |
| PART I, LINE 32B: | THE FOUNDATION'S BROKERAGE FIRM IS AUTHORIZED TO SELL DONATED SECURITIES ON ITS BEHALF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: GEORGE W. BUSH PRESIDENTIAL CENTER DBA: GEORGE W. BUSH INSTITUTE DBA: GEORGE W. BUSH PRESIDENTIAL MUSEUM |
| FORM 990, PART I, LINE 1: | ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY TO HOUSE AND PRESERVE DOCUMENTS, PAPERS AND OTHER MEMORABILIA OF PRESIDENT GEORGE W. BUSH AND PROMOTE AND OPERATE THE GEORGE W. BUSH PRESIDENTIAL CENTER AND INSTITUTE. |
| FORM 990, PART III, LINE 1: | THE FOLLOWING ARE THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED AS SET FORTH IN THE CERTIFICATE OF FORMATION: (I) TO ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY, AS DEFINED BY SECTION 2101(1) OF TITLE 44 OF THE UNITED STATES CODE ANNOTATED, IN AN AMOUNT REQUIRED BY SUBSECTION (G) OF SECTION 2112 OF TITLE 44 OF THE UNITED STATES CODE ANNOTATED, TO HOUSE AND PRESERVE AT THE GEORGE W. BUSH PRESIDENTIAL LIBRARY AND MUSEUM THE BOOKS, DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS, AND OTHER MEMORABILIA OF PRESIDENT GEORGE W. BUSH, AS WELL AS OTHER OBJECTS OR MATERIALS RELATED TO THE PAPERS OR EVENTS OF THE OFFICIAL OR PERSONAL LIFE OF PRESIDENT BUSH THAT HAVE HISTORICAL OR COMMEMORATIVE VALUE, AND TO UNDERTAKE AND SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES ON POLICY AND HISTORICAL ISSUES RELATED TO THE LIFE AND WORK OF PRESIDENT BUSH THEREBY PROMOTING SUCH LIBRARY AND MUSEUM. (II) TO MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND (SUBJECT TO THE RESTRICTIONS AND LIMITATIONS HEREINAFTER SET FORTH) TO EXPEND OR DISTRIBUTE THE WHOLE OR ANY PART OF THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR THE PROMOTION OR OPERATION OF THE GEORGE W. BUSH PRESIDENTIAL LIBRARY AND MUSEUM AND THE GEORGE W. BUSH INSTITUTE. THE GEORGE W. BUSH INSTITUTE IS A SOLUTION-ORIENTED NONPARTISAN POLICY ORGANIZATION FOCUSED ON ENSURING OPPORTUNITY FOR ALL, STRENGTHENING DEMOCRACY, AND ADVANCING FREE SOCIETIES. HOUSED WITHIN THE GEORGE W. BUSH PRESIDENTIAL CENTER, THE BUSH INSTITUTE IS ROOTED IN COMPASSIONATE CONSERVATIVE VALUES AND COMMITTED TO CREATING POSITIVE, MEANINGFUL, AND LASTING CHANGE AT HOME AND ABROAD. WE UTILIZE OUR UNIQUE PLATFORM AND CONVENING POWER TO ADVANCE SOLUTIONS TO NATIONAL AND GLOBAL ISSUES OF THE DAY. (III) TO PROMOTE LIBRARIES. (IV) TO PERFORM ANY OTHER RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES THAT PROMOTE THE FOREGOING PURPOSES. THE CORPORATION PLEDGES ALL OF ITS ASSETS FOR USE IN PERFORMING THESE PURPOSES. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE CORPORATION'S BYLAWS PROVIDE THE BOARD OF DIRECTORS SHALL CREATE AN EXECUTIVE COMMITTEE OF THE BOARD CONSISTING OF THE CHAIR OF THE BOARD OF DIRECTORS, THE PRESIDENT OF SMU, THE PRESIDENT OF THE FOUNDATION, AND TWO OTHER MEMBERS OF THE BOARD OF DIRECTORS. A QUORUM FOR THIS EXECUTIVE COMMITTEE FOR DECISIONS SHALL REQUIRE THE CHAIR OF THE BOARD OF DIRECTORS, THE PRESIDENT OF SMU AND ONE OTHER MEMBER OF THE BOARD OF DIRECTORS SERVING ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON BEHALF OF THE CORPORATION IN BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS. EXCEPT TO THE EXTENT AUTHORITIES OF THE BOARD OF DIRECTORS ARE DELEGATED TO THE EXECUTIVE COMMITTEE BY A DULY PASSED RESOLUTION OF THE BOARD OF DIRECTORS, THE BOARD OF DIRECTORS MUST VALIDATE THE ACTIONS OF THE EXECUTIVE COMMITTEE AT ITS NEXT REGULAR OR SPECIAL MEETING. ANY SUCH ACTION REQUIRING VALIDATION WHICH IS NOT SO VALIDATED WILL NOT BE LEGALLY BINDING ON THE CORPORATION. THE CHAIR OF THE BOARD OF DIRECTORS SHALL ACT AS CHAIR OF THE EXECUTIVE COMMITTEE. ALL DECISIONS OF THE EXECUTIVE COMMITTEE SHALL BE BY A MAJORITY VOTE OF THOSE PRESENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | LAURA BUSH AND HENRY HAGER: FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 7A | BY VIRTUE OF THEIR OFFICES, THE PRESIDENT OF THE CORPORATION AND THE PRESIDENT OF SOUTHERN METHODIST UNIVERSITY ("SMU") EACH SHALL SERVE AS A DIRECTOR. SMU HAS THE RIGHT TO DESIGNATE ONE OR MORE PERSON(S) TO SERVE AS A DIRECTOR OF THE CORPORATION IN ACCORDANCE WITH A GOVERNANCE AGREEMENT BETWEEN THE CORPORATION AND SMU, SUBJECT TO OBJECTION RIGHTS OF THE CORPORATION'S CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CORPORATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND REVIEW THE CORPORATION'S FORM 990 BASED ON INFORMATION PROVIDED BY THE CORPORATION'S ACCOUNTING STAFF. A COPY OF THE FORM 990 IS PROVIDED TO THE CORPORATION'S PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, AND LEGAL COUNSEL FOR INITIAL REVIEW. A COPY OF THE FORM 990 IS THEN PROVIDED TO ALL BOARD MEMBERS FOR A FINAL REVIEW PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE AND CERTAIN STATE REPORTING AGENCIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH THE CORPORATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES, WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT AND CEO IS APPROVED BY THE BOARD OF DIRECTORS DURING THE EXECUTIVE SESSION OF BOARD MEETINGS. A MANAGEMENT CONSULTING FIRM PROVIDES MARKET COMPENSATION DATA TO THE BOARD FOR ITS USE IN MAKING THESE COMPENSATION DECISIONS. THE COMPENSATION OF THE OTHER KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT OF THE FOUNDATION. IN ADDITION, SALARY SURVEYS ARE ROUTINELY COMPLETED BY AN EXTERNAL COMPENSATION CONSULTANT TO ESTABLISH SALARY RANGES FOR EACH POSITION IN THE CORPORATION BASED ON COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS. BOARD DECISIONS REGARDING THE COMPENSATION OF THE CEO ARE COMMUNICATED BY THE CHAIR TO THE TREASURER FOR EXECUTION. THE DOCUMENTATION FOR ALL OTHER COMPENSATION DETERMINATIONS IS RETAINED BY THE HUMAN CAPITAL DEPARTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CORPORATION COMPLIES WITH VARIOUS STATE CHARITABLE ORGANIZATION REPORTING REQUIREMENTS BY PROVIDING, WHEN REQUIRED, A COPY OF THE ANNUAL AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE FORM 990. THE STATES MAKE THE FILED INFORMATION AVAILABLE TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS, FORM 990, FORM 1023, CONFLICT OF INTEREST POLICY AND FORM 990-T ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FLEX JET EXPENSES -44,168. CHANGES IN VALUE OF SPLIT INTEREST ASSET 26,502. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2943 HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BLVD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W BUSH FOUNDATION | BusinessNameLine1Txt |
Comments