GEORGE MASON UNIVERSITY FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE MASON UNIVERSITY FOUNDATION INC (EIN 54-1603842)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-15
- IRS object ID
- 202231059349300938
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-15T12:45:12-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BOULEVARD SUITE 1400 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541603842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE MASON UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 7039938850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 UNIVERSITY DRIVE MSN 1A3 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220304444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUSAN VAN LEUNAN | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 7039938850 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | SUSAN VAN LEUNAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRETTA | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038477500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRISHANA BOWDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 UNIVERSITY DRIVE MSN 1A3 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220304444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,630,460 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://GMUF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE AND FURTHER THE AIMS AND PURPOSES OF GEORGE MASON UNIVERSITY. (SEE SCHEDULE O)THE GEORGE MASON UNIVERSITY FOUNDATION, INC. WAS ESTABLISHED IN 1966 TO RECEIVE, MANAGE, INVEST, AND ADMINISTER PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY, INCLUDING ENDOWMENT AND REAL PROPERTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $2,630,416 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,843,189 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $92,138,223 | PYContributionsGrantsAmt |
| CY Contributions Grants | $77,503,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,142,253 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,783,083 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,116,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,003,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,108,409 | PYOtherRevenueAmt |
| CY Other Revenue | $3,036,394 | CYOtherRevenueAmt |
| PY Total Revenue | $113,505,085 | PYTotalRevenueAmt |
| CY Total Revenue | $110,326,409 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,499,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,509,387 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,479,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,420,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $223,547 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,893,306 | PYOtherExpensesAmt |
| CY Other Expenses | $21,602,970 | CYOtherExpensesAmt |
| PY Total Expenses | $109,871,972 | PYTotalExpensesAmt |
| CY Total Expenses | $85,532,645 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,633,113 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,793,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $459,289,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $511,714,292 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $176,359,088 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $174,546,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $282,929,970 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $337,168,206 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE GEORGE MASON UNIVERSITY FOUNDATION, INC. WAS ESTABLISHED IN 1966 TO RECEIVE, MANAGE, INVEST, AND ADMINISTER PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY, INCLUDING ENDOWMENT AND REAL PROPERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $81,216,326 | ExpenseAmt |
| Grant | $62,509,387 | GrantAmt |
| Revenue | $10,275,201 | RevenueAmt |
| Desc | THE FOUNDATION'S MAJOR PROGRAM ACTIVITY IS TO DISBURSE DESIGNATED FUNDS IN SUPPORT OF SCHOLARSHIPS, FELLOWSHIPS, AWARDS, AND GENERAL OPERATING EXPENSES OF THE UNIVERSITY'S ACADEMIC AND OTHER DEPARTMENTS. | Desc |
| Total Program Service Expenses | $81,216,326 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 308 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUSAN VAN LEUNEN | PersonNm |
| Phone | 7039938850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 UNIVERSITY DRIVE MSN1A3 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220304444 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARY SUSAN VAN LEUNEN | ||||||||
| VICE PRESIDENT AND CFO | 40.00 | 0.00 | Yes (X) | Yes (X) | $171,856 | $0 | $24,647 | |
| ELIZABETH CANTRELL | ||||||||
| CONTROLLER | 40.00 | 0.00 | $122,788 | $0 | $41,874 | Yes (X) | ||
| TRACY WHITE | ||||||||
| DIR. OF REAL ESTATE & INVESTMENTS | 20.00 | 0.00 | $154,400 | $0 | $0 | Yes (X) | ||
| TRISHANA BOWDEN | ||||||||
| PRESIDENT | 8.00 | 0.00 | Yes (X) | Yes (X) | $71,806 | $0 | $10,515 | |
| TERRI COFER BEIRNE | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY A SMITH | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLE J SCOTT | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL E STIEVATER | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADEL E ANTOUN | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON P APRICENA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANAM BOROUMAND | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NADEEM BUTLER | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BYRNE | ||||||||
| TRUSTEE (THRU 03/05/21) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA H CARLSON | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANIRBAN CHAKRABARTI | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES J CONSAGRA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS J COTTER | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER R DURLAK | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NELSON C GARCIA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE A GELLER | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY H GILLIS | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN H GRAHAM | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK HARRINGTON | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN J HAYS | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W HAZEL | ||||||||
| EX-OFFICIO TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY E HERRERA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY HOGGE III | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD R HOUSE | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN M JACQUEMIN | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET M JONES | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL E KYLE | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE LANDOLL | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER BURKHART LONDON | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| M YAQUB MIRZA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TREVOR J MONTANO | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET E MYERS | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY G NAKAMOTO | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W NOONAN | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH J O'BRIEN JR | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE T PETERSEN | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH D REID | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY ROSE SENICH | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUMEET SHRIVASTAVA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E SOZA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SONYA J STONE | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE THOMPSON | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOURDES V VENES | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VIJAY VENKATESWARAN | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE D WARDINSKI | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY WASHINGTON | ||||||||
| EX-OFFICIO TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA L WILLIAMS | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $520,850 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,036 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
|---|---|---|---|---|---|
| AFFINAQUEST LLC | |||||
| 6136 FRISCO SQUARE BLVD STE 400 | FRISCO | TX | 75034 | SOFTWARE IMPLEMENTATION | $393,346 |
| MCGUIRE WOODS LLP | |||||
| 800 E CANAL ST | RICHMOND | VA | 23219 | LEGAL | $254,054 |
| BAY ARMOURY LLC | |||||
| 110 WOODLAWN TRL | LOCUST GROVE | VA | 22508 | CONSULTING | $162,671 |
| YSR ACQUISITION CO LLC | |||||
| 55 SAGE LODGE DR | PRAY | MT | 59065 | ACADEMIC CONFERENCE SERVICES | $140,031 |
| NEVERDARK LLC | |||||
| 3544 SUNSET ISLES BLVD | KISSIMMEE | FL | 34746 | MARKETING | $106,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,350 | FundraisingAmt |
| Government Grants | $163,400 | GovernmentGrantsAmt |
| All Other Contributions | $77,284,611 | AllOtherContributionsAmt |
| Noncash Contributions | $1,432,480 | NoncashContributionsAmt |
| Total Contributions | $77,503,361 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIRECT-FINANCING LEASE INTEREST | 531190 | $5,108,960 | $5,108,960 |
| RENT FROM GMU | 531190 | $4,650,123 | $4,650,123 |
| RENT FROM GMU INSTRUCTIONAL FND. | 531190 | $24,000 | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,783,083 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,699,057 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $60,451 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,638,606 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,664,570 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,094,605 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,569,965 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,569,965 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,569,965 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,162,330 | SecuritiesAmt |
| Other | $15,325,941 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,973,055 | SecuritiesAmt |
| Other | $6,210,702 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,189,275 | SecuritiesAmt |
| Other | $9,115,239 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,304,514 | TotalRevenueColumnAmt |
| Exclusion | $15,304,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,689 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,689 | TotalRevenueColumnAmt |
| Exclusion | -$25,689 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST AND OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $492,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $492,118 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $492,118 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,326,409 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,275,201 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,630,416 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,917,431 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,752,134 | TotalAmt |
| Program Services | $61,752,134 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,389 | TotalAmt |
| Program Services | $688,389 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,864 | TotalAmt |
| Program Services | $68,864 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,755 | TotalAmt |
| Management And General | $241,755 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,459 | TotalAmt |
| Management And General | $829,459 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,115 | TotalAmt |
| Management And General | $142,115 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,774 | TotalAmt |
| Management And General | $128,774 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,185 | TotalAmt |
| Management And General | $78,185 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,802 | TotalAmt |
| Program Services | $14,920 | ProgramServicesAmt |
| Management And General | $36,070 | ManagementAndGeneralAmt |
| Fundraising | $11,812 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,598 | TotalAmt |
| Program Services | $5,975 | ProgramServicesAmt |
| Management And General | $195,623 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,177 | TotalAmt |
| Management And General | $4,177 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,867,314 | TotalAmt |
| Management And General | $1,867,314 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,993,155 | TotalAmt |
| Program Services | $2,907,777 | ProgramServicesAmt |
| Management And General | $81,703 | ManagementAndGeneralAmt |
| Fundraising | $3,675 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,863 | TotalAmt |
| Program Services | $65,547 | ProgramServicesAmt |
| Management And General | $898 | ManagementAndGeneralAmt |
| Fundraising | $7,418 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,070 | TotalAmt |
| Program Services | $684,853 | ProgramServicesAmt |
| Management And General | $35,597 | ManagementAndGeneralAmt |
| Fundraising | $46,620 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,576 | TotalAmt |
| Program Services | $550,957 | ProgramServicesAmt |
| Management And General | $253,554 | ManagementAndGeneralAmt |
| Fundraising | $104,065 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,648 | TotalAmt |
| Program Services | $1,355,648 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,868,735 | TotalAmt |
| Program Services | $1,863,733 | ProgramServicesAmt |
| Management And General | $3,856 | ManagementAndGeneralAmt |
| Fundraising | $1,146 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,174 | TotalAmt |
| Program Services | $1,195,093 | ProgramServicesAmt |
| Management And General | $7,340 | ManagementAndGeneralAmt |
| Fundraising | $5,741 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,988,899 | TotalAmt |
| Program Services | $3,988,899 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,868 | TotalAmt |
| Program Services | $722,694 | ProgramServicesAmt |
| Management And General | $174 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,730 | TotalAmt |
| Program Services | $53,009 | ProgramServicesAmt |
| Management And General | $61,721 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACADEMIC SUPPORT | $2,541,259 | $2,541,224 | $0 | $35 |
| ADMINISTRATIVE SUPPORT | $2,315,450 | $2,199,739 | $92,644 | $23,067 |
| TRAINING AND PROF. DEV. | $406,385 | $363,842 | $31,191 | $11,352 |
| TAX EXPENSES | $139,022 | $138,785 | $237 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,245 | TotalAmt |
| Program Services | $54,244 | ProgramServicesAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
| Fundraising | $8,616 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,532,645 | TotalAmt |
| Program Services | $81,216,326 | ProgramServicesAmt |
| Management And General | $4,092,772 | ManagementAndGeneralAmt |
| Fundraising | $223,547 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,814 | BOYAmt |
| EOY | $38,451 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,325,644 | BOYAmt |
| EOY | $23,175,804 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,937,837 | BOYAmt |
| EOY | $21,076,441 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,667 | BOYAmt |
| EOY | $114,232 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $85,343,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,692,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,180,713 | BOYAmt |
| EOY | $55,650,788 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,181,640 | BOYAmt |
| EOY | $242,754,018 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,467,657 | BOYAmt |
| EOY | $69,621,458 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,155,086 | BOYAmt |
| EOY | $99,283,100 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,289,058 | BOYAmt |
| EOY | $511,714,292 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,544,761 | BOYAmt |
| EOY | $4,427,302 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,999 | BOYAmt |
| EOY | $552,730 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,614,797 | BOYAmt |
| EOY | $38,569,365 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,756,912 | BOYAmt |
| EOY | $34,991,934 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,514,748 | BOYAmt |
| EOY | $95,983,605 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,871 | BOYAmt |
| EOY | $21,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,359,088 | BOYAmt |
| EOY | $174,546,086 | 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 | $30,558,173 | BOYAmt |
| EOY | $37,316,483 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,371,797 | BOYAmt |
| EOY | $299,851,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,929,970 | BOYAmt |
| EOY | $337,168,206 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,289,058 | BOYAmt |
| EOY | $511,714,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,793,764 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,256,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,187,798 | 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,567,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,149,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,833,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,138,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,503,361 | CurrentTaxYearAmt |
| Total | $433,192,018 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,567,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,149,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,833,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,138,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,503,361 | CurrentTaxYearAmt |
| Total | $433,192,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $120,040,152 | SubstantialContributorsTotAmt |
| Public Support Total170 | $313,151,866 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,577,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,059,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,003,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,478,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,733,211 | CurrentTaxYearAmt |
| Total | $40,852,187 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,422,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,136,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,848,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,571,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,630,416 | CurrentTaxYearAmt |
| Total | $12,609,749 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $650,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $514,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $781,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $492,118 | CurrentTaxYearAmt |
| Total | $2,937,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $489,591,012 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $55,754,617 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56690 | 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 | TRUST AND OTHER INCOME - 2016 AMOUNT: $ 650,206. 2017 AMOUNT: $ 514,665. 2018 AMOUNT: $ 498,415. 2019 AMOUNT: $ 781,654. 2020 AMOUNT: $ 492,118. | 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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,177 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,177 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,212,149 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,216,326 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
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 Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,794 | CurrentYearMinus3Amt |
| Current Year Minus2 | $102,745 | CurrentYearMinus2Amt |
| Current Year Minus1 | $41,196 | CurrentYearMinus1Amt |
| Current Year | $4,177 | CurrentYearAmt |
| Total | $149,912 | TotalAmt |
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 GEORGE MASON UNIVERSITY FOUNDATION, INC. PROVIDED GRANTS TO OTHER ORGANIZATIONS FOR PROFESSIONAL SERVICES RELATED TO LOBBYING FOR ISSUES IN HIGHER EDUCATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $161,652 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,038,291 | BeginningYearBalanceAmt |
| Contributions | $7,374,226 | ContributionsAmt |
| Investment Earnings Or Losses | $33,175,312 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,590,014 | OtherExpendituresAmt |
| End Year Balance | $172,997,815 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,786,858 | BeginningYearBalanceAmt |
| Contributions | $43,213,152 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,043,623 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,918,096 | OtherExpendituresAmt |
| End Year Balance | $138,038,291 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,946,434 | BeginningYearBalanceAmt |
| Contributions | $19,188,197 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,738,230 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,609,543 | OtherExpendituresAmt |
| End Year Balance | $99,786,858 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,692,437 | BeginningYearBalanceAmt |
| Contributions | $3,231,572 | ContributionsAmt |
| Investment Earnings Or Losses | $5,806,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,783,892 | OtherExpendituresAmt |
| End Year Balance | $84,946,434 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,566,373 | BeginningYearBalanceAmt |
| Contributions | $3,239,253 | ContributionsAmt |
| Investment Earnings Or Losses | $6,125,724 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,238,913 | OtherExpendituresAmt |
| End Year Balance | $77,692,437 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99990 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,564,263 | OtherCostOrOtherBasisAmt |
| Book Value | $18,564,263 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,415,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,403,921 | DepreciationAmt |
| Book Value | $37,011,117 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $363,995 | OtherCostOrOtherBasisAmt |
| Depreciation | $288,587 | DepreciationAmt |
| Book Value | $75,408 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,650,788 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $20,397,515 | F |
| PRIVATE EQUITY AND REAL ASSETS | $16,831,135 | F |
| MONEY MARKET FUNDS | $13,170,091 | F |
| ADVANCED CAPITAL CONTRIBUTIONS | $4,000,000 | F |
| AGENCY MORTGAGE BACKED AND ASSET BACKED SECURITIES | $15,222,717 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,621,458 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INT IN PERP. TRUST | $13,090,982 |
| LEASING COMMISSIONS | $349,135 |
| ART & ANTIQUES | $161,652 |
| ACCRUED S/L RENT | $3,609,799 |
| OTHER ASSETS | $1,414,540 |
| NET INV. IN DIRECT FIN LEASE | $80,656,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $99,283,100 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEARNED RENT | $4,067 |
| SECURITY DEPOSITS | $17,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,150 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $142,061,706 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,256,674 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $37,845 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,187,798 | OtherRevenueAmt |
| Revenue Not Reported | $29,482,317 | RevenueNotReportedAmt |
| Revenue Subtotal | $112,579,389 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,867,314 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$4,120,294 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,252,980 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $110,326,409 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $87,823,470 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $37,845 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,120,294 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,158,139 | ExpensesNotReportedAmt |
| Expenses Subtotal | $83,665,331 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,867,314 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,867,314 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $85,532,645 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTION PROVIDES OPPORTUNITIES FOR THE UNIVERSITY'S STUDENTS TO LEARN AND TO GAIN AN APPRECIATION OF THE ARTWORK. |
| PART IV, LINE 2B: | THE FOUNDATION MAINTAINS CERTAIN ASSETS, PRIMARILY INVESTMENTS ON BEHALF OF SEVERAL LEGALLY AUTONOMOUS ORGANIZATIONS AND OTHER PROGRAMS ASSOCIATED WITH THE UNIVERSITY. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 580 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING ACADEMIC SUPPORT, EMINENT SCHOLARS, SCHOLARSHIPS, ATHLETICS, FACILITIES, LIBRARY, AND RESEARCH. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. UNDER IRS PROVISIONS AND THE APPLICABLE INCOME TAX REGULATIONS OF THE COMMONWEALTH OF VIRGINIA, THE FOUNDATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE FOUNDATION'S PRIMARY SOURCE OF UNRELATED BUSINESS INCOME IS FROM RENTAL INCOME RECEIVED FROM TENANTS UNRELATED TO THE UNIVERSITY AT THE GMUF ARLINGTON CAMPUS, LLC, A COMMERCIAL OFFICE BUILDING. INCOME TAXES PAID TOTALED $372,500 AND $704,000 FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, RESPECTIVELY. THE FOUNDATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS 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. THE FOUNDATION HAS PROCESSES IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE TAX YEARS ENDED JUNE 30, 2018 THROUGH 2021 ARE STILL ELIGIBLE FOR REVIEW FOR BOTH FEDERAL AND STATE PURPOSES. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. INCOME TAX EXPENSE IS CLASSIFIED AS AN OPERATING EXPENSE WITHIN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPLIT INTEREST AGREEMENTS, CHANGE IN VALUE 2,381,441. LOSS ON UNCOLLECTIBLE PLEDGES -193,643. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF FUNDRAISING EXPENSE -25,689. GMUF ARLINGTON CAMPUS, EXPENSE (ALLOCATED) -4,094,605. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 25,689. GMUF ARLINGTON CAMPUS, EXPENSE (ALLOCATED) 4,094,605. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $48,146 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $19,200 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $7,200 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $400 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $91,700 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $22,375 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $108,434 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH AND TRAVEL | $5,266 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $3,901,150 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $19,802,474 | |||
| SUB-SAHARAN AFRICA | 0 | 0 | GRANT | $68,864 |
| 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 | $302,721 | SubtotalSpentAmt |
| Continuation Spent | $23,772,488 | ContinuationSpentAmt |
| Total Spent | $24,075,209 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $68,864 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE GEORGE MASON UNIVERSITY FOUNDATION FOLLOWS ESTABLISHED DISBURSEMENT PROCEDURES THAT ENSURE THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES ARE PROPERLY DOCUMENTED, SUPPORTED, AND RECORDED, APPROVED BY THE APPROPRIATE OFFICIALS AND MANAGEMENT, MADE FOR GRANT PURPOSES THAT ARE REASONABLE AND NECESSARY. |
| PART I, LINE 3: | THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DIVERSITY SCHOLAR GOLF | Event1Nm |
| Gross Receipts Event1 | $40,455 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $40,455 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $3,511 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,500 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,793 | OtherDirectExpensesEvent1Amt |
| Event2 | PATRIOT CLUB FALL GOLF | Event2Nm |
| Gross Receipts Event2 | $14,895 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,895 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $251 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,634 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $55,350 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,350 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $3,511 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $251 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,427 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,689 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,689 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | 170/115 | $11,118,882 | OPERATIONS SUPPORT |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | 170/115 | $8,322,535 | SALARY SUPPORT |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | 170/115 | $5,629,353 | SCHOLARSHIP SUPPORT |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | 170/115 | $1,843,827 | BENEFITS SUPPORT |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | 170/115 | $911,653 | EMINENT SCHOLARS |
| MERCATUS CENTER | |||||||
| 3434 N WASHINGTON BLVD | ARLINGTON | VA | 22201 | 521328708 | 501(C)(3) | $23,138,360 | PROGRAM SUPPORT |
| NORTHERN VIRGINIA COMMUNITY COLLEGE | |||||||
| 4001 WAKEFIELD CHAPEL RD | ANNANDALE | VA | 22003 | 541268263 | 170/115 | $150,000 | SCHOLARSHIP SUPPORT |
| OFFICE OF THE ATTORNEY GENERAL FOR THE DISTRICT OF COLUMBIA | |||||||
| 400 6TH ST NW | WASHINGTON | DC | 20001 | 536001131 | 170/115 | $58,058 | POST-GRADUATE FELLOWSHIP SUPPORT |
| THE BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | 042312909 | 170/115 | $36,443 | RESEARCH SUPPORT |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK ROAD STE 4000 | BLACKSBURG | VA | 24061 | 540721690 | 501(C)(3) | $30,000 | RESEARCH SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 424 | $685,419 |
| RENEWAL APPLICATIONS | 6 | $2,970 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GEORGE MASON UNIVERSITY FOUNDATION FOLLOWS ESTABLISHED DISBURSEMENT PROCEDURES THAT ENSURE ALL PAYMENTS ARE PROPERLY DOCUMENTED, SUPPORTED, AND RECORDED, APPROVED BY THE APPROPRIATE OFFICIALS AND MANAGEMENT, MADE FOR VALID PURPOSES THAT ARE REASONABLE AND NECESSARY, AND MADE IN COMPLIANCE WITH GOVERNMENT REGULATIONS. ALL DISBURSEMENTS OF DONOR RESTRICTED FUNDS ARE MADE IN ACCORDANCE WITH ANY PURPOSE RESTRICTIONS, FOR THE BENEFIT OF GEORGE MASON UNIVERSITY OR OTHER AFFILIATED EDUCATIONAL AND RESEARCH ORGANIZATIONS. THE FOUNDATION DISBURSES FUNDS TO GEORGE MASON UNIVERSITY AND OTHER AFFILIATED EDUCATIONAL AND RESEARCH ORGANIZATIONS FOR SCHOLARSHIPS, FELLOWSHIPS, AWARDS AND GENERAL OPERATING EXPENSES BASED ON ELIGIBILITY DECISIONS MADE BY THE FOUNDATION/UNIVERSITY AFFILIATED ENTITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY SUSAN VAN LEUNEN | ||||||||||||||
| VICE PRESIDENT AND CFO | $169,559 | $0 | $0 | $0 | $2,297 | $0 | $24,256 | $0 | $391 | $0 | $196,503 | $0 | $0 | $0 |
| ELIZABETH CANTRELL | ||||||||||||||
| CONTROLLER | $122,568 | $0 | $0 | $0 | $220 | $0 | $18,170 | $0 | $23,704 | $0 | $164,662 | $0 | $0 | $0 |
| TRACY WHITE | ||||||||||||||
| DIR. OF REAL ESTATE & INVESTMENTS | $154,400 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $154,400 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. |
| PART I, LINE 3 | THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION WAS REVIEWED AND APPROVED BY A COMMITTEE PER THE POLICIES OF THE DEPARTMENT OF HUMAN RESOURCES OF GEORGE MASON UNIVERSITY. THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION LISTED IN PART VII REFLECTS THE PORTION FUNDED BY THE FOUNDATION. INDIVIDUALS ON THE COMMITTEE INCLUDE THE UNIVERSITY PRESIDENT, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CHIEF OF STAFF, AND VICE PRESIDENT OF HUMAN RESOURCES AND PAYROLL. SALARY INFORMATION INCLUDING THE PREVIOUS INCUMBENT'S COMPENSATION, COMPENSATION OF THE SAME POSITION AT THE OTHER VIRGINIA DOCTORAL INSTITUTIONS, AS WELL AS SALARY SURVEY DATA OF GEORGE MASON UNIVERSITY'S PEER INSTITUTIONS AND COMPARABLE DC AREA UNIVERSITIES WAS REVIEWED TO DETERMINE REASONABLENESS OF SALARY. OTHER KEY EMPLOYEES' COMPENSATION IS REVIEWED AND APPROVED BY THE UNIVERSITY'S EQUITY OFFICE AND HUMAN RESOURCES COMPENSATION TEAM TO DETERMINE EQUITY THROUGHOUT THE UNIVERSITY, OTHER STATE AGENCIES, AND THE MARKETPLACE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| A | 911910090 | 2017-09-12 | $16,795,000 | SEE PART VI | 0 | 0 | 0 |
| FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| B | 911910090 | 2018-06-05 | $30,395,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $16,795,000 | $197,500 | $16,597,500 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $30,395,000 | $248,115 | $30,146,885 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY (B) ISSUER NAME: FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY |
| PART I, COLUMN F, LINE A | REFUND OF $16,795,000 OF ISSUE DATED 5/30/2013. |
| PART I, COLUMN F, LINE B | REFUND OF $28,243,403 OF ISSUE DATED 4/21/2010. |
| PART IV, COLUMN A, LINE 2C | REBATE CALCULATION WAS PERFORMED ON DECEMBER 21, 2017. PART IV, COLUMN B, LINE 2C REBATE CALCULATION WAS PERFORMED ON MAY 18, 2018. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $95,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,145,933 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL/COMP. SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $125,748 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LIGHT EQUIP. | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $65,599 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | THE FOUNDATION DOES NOT ISSUE W-2S. THE FOUNDATION IS A PRIVATE ENTITY, SEPARATE AND NOT RELATED TO GEORGE MASON UNIVERSITY. HOWEVER, THE FOUNDATION SUPPLEMENTS COMPENSATION PAID TO INDIVIDUALS REPORTED ON PART VII, SECTION A, BASED ON PERCENTAGES OF TIME DEDICATED TOWARD THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH YEAR, A COPY OF GEORGE MASON UNIVERSITY FOUNDATION, INC.'S IRS FORM 990 IS PROVIDED TO ALL OFFICERS, TRUSTEES, AND SENIOR MANAGEMENT OFFICIALS. DURING THE WINTER AUDIT COMMITTEE MEETING, THE 990 IS REVIEWED WITH THE FOUNDATION'S TAX PREPARER. AFTER THE AUDIT COMMITTEE HAS APPROVED THE 990, IT IS FORWARDED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. AFTER THE EXECUTIVE COMMITTEE HAS APPROVED THE 990, IT IS PRESENTED TO THE FULL BOARD, AND AFTER ACCEPTANCE, IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES OF THE GEORGE MASON UNIVERSITY FOUNDATION, INC., ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTERESTS. INDIVIDUALS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORMS FOR REVIEW AND THE FOUNDATION INFORMS THE BOARD CHAIR AND COMMITTEE CHAIRS OF ANY POTENTIAL CONFLICTS. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS REGARDING THE RELEVANT TRANSACTION. AT EACH COMMITTEE AND FULL BOARD MEETING, AN AGENDA ITEM IS THE IDENTIFICATION OF ANY CONFLICTS WITH ITEMS ON THE AGENDA. ANY CONFLICTS NOTED BY TRUSTEES ARE DOCUMENTED IN THE MINUTES FOR EACH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION WAS REVIEWED AND APPROVED BY A COMMITTEE PER THE POLICIES OF THE DEPARTMENT OF HUMAN RESOURCES OF GEORGE MASON UNIVERSITY. INDIVIDUALS ON THE COMMITTEE INCLUDE THE UNIVERSITY PRESIDENT, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CHIEF OF STAFF, AND VICE PRESIDENT OF HUMAN RESOURCES AND PAYROLL. SALARY INFORMATION INCLUDING THE PREVIOUS INCUMBENT'S COMPENSATION, COMPENSATION OF THE SAME POSITION AT THE OTHER VIRGINIA DOCTORAL INSTITUTIONS, AS WELL AS SALARY SURVEY DATA OF GEORGE MASON UNIVERSITY'S PEER INSTITUTIONS AND COMPARABLE DC AREA UNIVERSITIES WAS REVIEWED TO DETERMINE REASONABLENESS OF SALARY. OTHER KEY EMPLOYEES' COMPENSATION IS REVIEWED AND APPROVED BY THE UNIVERSITY'S EQUITY OFFICE AND HUMAN RESOURCES COMPENSATION TEAM TO DETERMINE EQUITY THROUGHOUT THE UNIVERSITY, OTHER STATE AGENCIES, AND THE MARKETPLACE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION PUBLISHES THE ARTICLES OF INCORPORATION, BYLAWS, CODE OF ETHICS STATEMENT, CONFLICT OF INTEREST POLICIES, AUDITED FINANCIAL STATEMENTS, IRS FORMS 990 AND 990-T AND IRS DETERMINATION LETTER AT HTTPS://GMUF.ORG. INDIVIDUALS CAN REQUEST COPIES OF ANY OF THE ABOVE DOCUMENTS AS WELL AS GEORGE MASON UNIVERSITY FOUNDATION, INC.'S FORM 1023. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,381,441. LOSS ON UNCOLLECTIBLE PLEDGES -193,643. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| GMUF ARLINGTON CAMPUS LLC | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 542010573 | REAL ESTATE | VA | $10,619,843 | $61,891,817 | GMUF |
| GMUF MASON ADMINISTRATION LLC | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 270937708 | REAL ESTATE | VA | $1,316,346 | $27,141,924 | GMUF |
| GMUF PRINCE WILLIAM HOUSING LLC | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 452918081 | REAL ESTATE | VA | $767,487 | $14,633,014 | GMUF |
| GMUF PRINCE WILLIAM LIFE SCIENCES LAB | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 452918190 | REAL ESTATE | VA | $1,806,582 | $29,929,363 | GMUF |
| GMUF COMMERCE BUILDINGS LLC | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 462592279 | REAL ESTATE | VA | $434,543 | $3,977,201 | GMUF |
| GMUF POTOMAC HEIGHTS LLC | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 823534994 | REAL ESTATE | VA | $1,048,572 | $11,630,932 | GMUF |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ANNUITY TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMUF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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