THE GEORGE W BUSH FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE W BUSH FOUNDATION (EIN 20-4119317)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349302099
- Schema version
- 2021v4.2
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T10:21:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 210 PARK AVE SUITE 1725 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2142004335 | 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | COSSIBOOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN NOWAKOWSKI | PreparerPersonNm |
| PTIN | P01796934 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W BUSH PRESIDENTIAL CENTER THE GEORGE W BUSH INSTITUTE | 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 | $54,678,954 | 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 | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 115 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $56,734 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $40,018 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $59,393,906 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,396,605 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,489,096 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,960,497 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,737,635 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,884,855 | CYInvestmentIncomeAmt |
| PY Other Revenue | $220,143 | PYOtherRevenueAmt |
| CY Other Revenue | $415,902 | CYOtherRevenueAmt |
| PY Total Revenue | $65,840,780 | PYTotalRevenueAmt |
| CY Total Revenue | $37,657,859 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $971,895 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,541,753 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,272,178 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,757,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $65,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $129,391 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,860,638 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,472,454 | PYOtherExpensesAmt |
| CY Other Expenses | $15,625,344 | CYOtherExpensesAmt |
| PY Total Expenses | $33,781,527 | PYTotalExpensesAmt |
| CY Total Expenses | $30,053,563 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,059,253 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,604,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $557,674,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $628,846,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,238,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,132,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $555,435,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $626,713,479 | 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 | $14,503,232 | ExpenseAmt |
| Grant | $1,541,753 | GrantAmt |
| Desc | THE GEORGE W. BUSH INSTITUTE DEVELOPS LEADERS, ADVANCES POLICY AND TAKES ACTION TO SOLVE TODAY'S MOST PRESSING CHALLENGES. DOMESTICALLY, THE INSTITUTE FOCUSES ON ECONOMIC GROWTH, EDUCATION REFORM, ENSURING VETERANS AND THEIR FAMILIES MAKE SUCCESSFUL TRANSITIONS TO CIVILIAN LIFE AND DEVELOPING A NEW GENERATION OF LEADERS FOCUSED ON SOLVING SOCIETY'S MOST CHALLENGING ISSUES. GLOBALLY, THE INSTITUTE FOCUSES ON SAVING WOMEN'S LIVES FROM CERVICAL CANCER IN SUB-SAHARAN AFRICA; EXTENDING FREEDOM AND DEMOCRACY AROUND THE WORLD; AND PROMOTING EDUCATION, HEALTHCARE AND ECONOMIC OPPORTUNITY FOR WOMEN AROUND THE WORLD. ADDITIONALLY, PUBLIC PROGRAMMING AND PUBLICATIONS PROMOTE A GREATER UNDERSTANDING OF THE AMERICAN PRESIDENCY AND ENGAGES THE PUBLIC IN THOUGHT PROVOKING WAYS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,799,661 | ExpenseAmt |
| Revenue | $1,960,497 | RevenueAmt |
| Desc | THE GEORGE W. BUSH PRESIDENTIAL CENTER IS HOME TO THE GEORGE W. BUSH PRESIDENTIAL LIBRARY AND MUSEUM AND THE GEORGE W. BUSH INSTITUTE. SINCE OPENING, 1,876,723 PEOPLE HAVE VISITED THE MUSEUM, INCLUDING ONE TEMPORARY EXHIBIT IN 2021:"OUT OF MANY, ONE: PORTRAITS OF AMERICA'S IMMIGRANTS" HIGHLIGHTED A SERIES OF PAINTINGS BY PRESIDENT BUSH OF AMERICAN IMMIGRANTS AND THEIR JOURNEYS AND STORIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,302,893 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 115 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | LA | 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 |
| 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 | 2142004335 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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) | $562,701 | $0 | $20,577 | ||
| DONALD L EVANS | ||||||||
| CHAIRMAN/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA W BUSH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN CROW | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY HAGER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JON HAMMES | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM M HICKEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY L HUNT | ||||||||
| DIRECTOR | 3.00 | 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 | |||
| MARK LANGDALE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B MILLER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E MEECE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER PACE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA PATSLEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE L PHILLIPS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CAREN H 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 | |||
| THEODORE W ULLYOT | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| REGINALD J BROWN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY COMPTON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO GARZA | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DYLAN GLENN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY L KATZ | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DINA POWELL MCCORMICK | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY A KUZMICH | ||||||||
| SENIOR VP/EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $313,309 | $0 | $29,580 | |||
| BRIAN S COSSIBOOM | ||||||||
| VP FINANCE & OPERATIONS/TREASURER | 40.00 | Yes (X) | $279,356 | $0 | $28,513 | |||
| GUY H KERR | ||||||||
| SECRETARY/GENERAL COUNSEL | 40.00 | Yes (X) | $232,671 | $0 | $21,578 | |||
| MICHAEL T MCMAHAN | ||||||||
| VP CORPORATE PLANNING & DEVELOPMENT | 40.00 | $232,879 | $0 | $39,305 | Yes (X) | |||
| HANNAH S ABNEY | ||||||||
| CHIEF COMMUNICATIONS COUNSELOR | 40.00 | $211,263 | $0 | $33,519 | Yes (X) | |||
| ANNE E WICKS | ||||||||
| DIRECTOR, EDUCATION & OPPORTUNITY | 40.00 | $221,943 | $0 | $28,047 | Yes (X) | |||
| MATTHEW M ROONEY | ||||||||
| DIR. INST OUTREACH & STRATEGIC PSHIPS | 40.00 | $221,121 | $0 | $21,686 | Yes (X) | |||
| MATTHEW F AMIDON | ||||||||
| DIR, VETERANS & MILITARY FAMILIES | 40.00 | $204,762 | $0 | $20,002 | Yes (X) | |||
| EVANGELINE M CHIANG | ||||||||
| MANAGING DIR, LEADERSHIP & PROGRAM. | 40.00 | $183,566 | $0 | $44,214 | Yes (X) | |||
| KRISTIN N KING | ||||||||
| COO - GEORGE BUSH INSTITUTE | 40.00 | $192,130 | $0 | $10,549 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,855,701 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $297,570 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | 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 |
|---|---|---|---|---|---|
| SYRACUSE UNIVERSITYIVMF | |||||
| 119 BROWNE HALL | SYRACUSE | NY | 13244 | RESEARCH & EVALUATION SERVICES | $960,536 |
| BECK ARCHITECTURE | |||||
| 1601 ELM STREET SUITE 2800 | DALLAS | TX | 75201 | CONSTRUCTION CONTRACT | $520,308 |
| SOUTHERN BOTANICAL | |||||
| PO BOX 678128 | DALLAS | TX | 75267 | LANDSCAPING SERVICES | $502,773 |
| BRIGADE LLC | |||||
| 2527 FAIRMOUNT STREET | DALLAS | TX | 75201 | PROGRAM & EVENT EXPENSE | $374,703 |
| CULINAIRE INTERNATIONAL | |||||
| 8303 ELMBROOK DRIVE | DALLAS | TX | 75247 | PROGRAM & EVENT EXPENSE | $340,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $113,135 | MembershipDuesAmt |
| All Other Contributions | $27,283,470 | AllOtherContributionsAmt |
| Noncash Contributions | $1,072,151 | NoncashContributionsAmt |
| Total Contributions | $27,396,605 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ECONOMIC GROWTH INITIATIVE | 900099 | $1,264,296 | $1,264,296 |
| MUSEUM TICKET SALES | 900099 | $647,683 | $647,683 |
| ENGAGE EVENTS | 900099 | $48,518 | $48,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,960,497 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,567,659 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,971 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,564,688 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $296,925 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $128,202 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $168,723 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,723 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,300 | UnrelatedBusinessRevenueAmt |
| Exclusion | $148,423 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,205,089 | SecuritiesAmt |
| Other | $5,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,816,275 | SecuritiesAmt |
| Other | $76,618 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,388,814 | SecuritiesAmt |
| Other | -$71,618 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,317,196 | TotalRevenueColumnAmt |
| Exclusion | $3,317,196 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARKING | 900099 | $107,934 | $277 | $107,657 |
| GIFT SHOP COMMISSIONS | 453220 | $72,177 | $72,177 | |
| RESTAURANT & CATERING | 722320 | $33,186 | $33,186 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,882 | TotalRevenueColumnAmt |
| Exclusion | $33,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $247,179 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,657,859 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,960,497 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,734 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,244,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,513 | TotalAmt |
| Program Services | $1,131,513 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,240 | TotalAmt |
| Program Services | $410,240 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,252 | TotalAmt |
| Program Services | $810,391 | ProgramServicesAmt |
| Management And General | $726,112 | ManagementAndGeneralAmt |
| Fundraising | $468,749 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,185 | TotalAmt |
| Program Services | $136,185 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,884,530 | TotalAmt |
| Program Services | $5,009,788 | ProgramServicesAmt |
| Management And General | $1,142,448 | ManagementAndGeneralAmt |
| Fundraising | $1,732,294 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,892 | TotalAmt |
| Program Services | $221,013 | ProgramServicesAmt |
| Management And General | $46,538 | ManagementAndGeneralAmt |
| Fundraising | $86,341 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714,133 | TotalAmt |
| Program Services | $1,117,329 | ProgramServicesAmt |
| Management And General | $250,919 | ManagementAndGeneralAmt |
| Fundraising | $345,885 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,083 | TotalAmt |
| Program Services | $397,362 | ProgramServicesAmt |
| Management And General | $116,975 | ManagementAndGeneralAmt |
| Fundraising | $148,746 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,414 | TotalAmt |
| Program Services | $9,939 | ProgramServicesAmt |
| Management And General | $475 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,794 | TotalAmt |
| Management And General | $90,794 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,391 | TotalAmt |
| Fundraising | $129,391 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,598 | TotalAmt |
| Program Services | $3,315 | ProgramServicesAmt |
| Management And General | $144,283 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,466,525 | TotalAmt |
| Program Services | $3,248,100 | ProgramServicesAmt |
| Management And General | $70,374 | ManagementAndGeneralAmt |
| Fundraising | $148,051 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,183 | TotalAmt |
| Program Services | $24,920 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
| Fundraising | $258 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,997 | TotalAmt |
| Program Services | $168,532 | ProgramServicesAmt |
| Management And General | $62,737 | ManagementAndGeneralAmt |
| Fundraising | $548,728 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,369 | TotalAmt |
| Program Services | $488,861 | ProgramServicesAmt |
| Management And General | $103,727 | ManagementAndGeneralAmt |
| Fundraising | $164,781 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,810 | TotalAmt |
| Program Services | $975,893 | ProgramServicesAmt |
| Management And General | $246,998 | ManagementAndGeneralAmt |
| Fundraising | $344,919 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,394 | TotalAmt |
| Program Services | $274,245 | ProgramServicesAmt |
| Management And General | $17,592 | ManagementAndGeneralAmt |
| Fundraising | $119,557 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,717 | TotalAmt |
| Program Services | $1,265,403 | ProgramServicesAmt |
| Management And General | $84,049 | ManagementAndGeneralAmt |
| Fundraising | $820,265 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,458,614 | TotalAmt |
| Program Services | $3,016,564 | ProgramServicesAmt |
| Management And General | $739,113 | ManagementAndGeneralAmt |
| Fundraising | $702,937 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,421 | TotalAmt |
| Program Services | $46,307 | ProgramServicesAmt |
| Management And General | $10,320 | ManagementAndGeneralAmt |
| Fundraising | $15,794 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $1,486,527 | $465,613 | $1,020,914 | |
| MISCELLANEOUS | $179,389 | $81,380 | $14,067 | $83,942 |
| UNRELATED BUS INC TAX | $1,592 | $1,592 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,053,563 | TotalAmt |
| Program Services | $19,302,893 | ProgramServicesAmt |
| Management And General | $4,890,032 | ManagementAndGeneralAmt |
| Fundraising | $5,860,638 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,247,375 | BOYAmt |
| EOY | $15,752,391 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,199,987 | BOYAmt |
| EOY | $6,643,570 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,059,172 | BOYAmt |
| EOY | $48,438,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,883 | BOYAmt |
| EOY | $149,662 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,654 | BOYAmt |
| EOY | $838,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $241,903,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,695,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,030,296 | BOYAmt |
| EOY | $147,208,422 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,656,899 | BOYAmt |
| EOY | $305,289,293 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,231,797 | BOYAmt |
| EOY | $72,050,567 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,611,667 | BOYAmt |
| EOY | $32,475,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,674,730 | BOYAmt |
| EOY | $628,846,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,108,496 | BOYAmt |
| EOY | $1,793,580 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,348 | BOYAmt |
| EOY | $339,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,844 | BOYAmt |
| EOY | $2,132,940 | 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 | $335,608,807 | BOYAmt |
| EOY | $380,404,661 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,827,079 | BOYAmt |
| EOY | $246,308,818 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,435,886 | BOYAmt |
| EOY | $626,713,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,674,730 | BOYAmt |
| EOY | $628,846,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,604,296 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,673,297 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $59,683,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,156,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,101,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,393,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,396,605 | CurrentTaxYearAmt |
| Total | $274,731,987 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,683,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,156,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,101,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,393,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,396,605 | CurrentTaxYearAmt |
| Total | $274,731,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,399,986 | SubstantialContributorsTotAmt |
| Public Support Total170 | $248,332,001 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,029,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,548,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,868,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,464,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,841,313 | CurrentTaxYearAmt |
| Total | $20,752,648 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $40,018 | CurrentTaxYearAmt |
| Total | $404,937 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,041,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $720,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $593,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,715 | CurrentTaxYearAmt |
| Total | $2,703,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $298,592,832 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,365,618 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82980 | 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 | $30,053,563 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,053,563 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,268,530 | BeginningYearBalanceAmt |
| Contributions | $19,092,859 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,269,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,886,412 | OtherExpendituresAmt |
| End Year Balance | $124,205,350 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,523,917 | BeginningYearBalanceAmt |
| Contributions | $32,137,403 | ContributionsAmt |
| Investment Earnings Or Losses | $10,224,805 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,617,595 | OtherExpendituresAmt |
| End Year Balance | $112,268,530 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05890 | 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 | $149,174,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,226,350 | DepreciationAmt |
| Book Value | $115,947,874 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,588,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,502,818 | DepreciationAmt |
| Book Value | $28,085,958 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,058,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,966,217 | DepreciationAmt |
| Book Value | $1,092,195 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,082,395 | OtherCostOrOtherBasisAmt |
| Book Value | $2,082,395 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $147,208,422 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $12,668,981 | F |
| REAL ASSETS | $5,928,737 | F |
| PRIVATE EQUITY FUNDS | $53,452,849 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $72,050,567 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUND LEASE, NET OF AMORTIZATION | Desc |
| Book Value | $32,475,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $32,475,667 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $101,043,368 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $63,673,297 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,146,517 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $64,819,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,223,554 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $147,598 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,286,707 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,434,305 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,657,859 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,675,842 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,056,584 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,056,584 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,619,258 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $147,598 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,286,707 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,434,305 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,053,563 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 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, 2021 AND 2020, 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 2018. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE CONTRIBUTIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 1,486,527. RENT EXPENSE -128,202. LOSS ON DISPOSAL -71,618. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE CONTRIBUTIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 1,486,527. RENT EXPENSE -128,202. LOSS ON DISPOSAL -71,618. |
| SCHEDULE D, PARTS I AND V | IN PRIOR YEAR, THE FOUNDATION ACCEPTED THE TRANSFER OF THE LAURA BUSH FOUNDATION FOR AMERICA'S LIBRARIES FUND (THE LBFAL FUND) FROM THE COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION. THIS FUND WAS DONOR RESTRICTED IN SUPPORT OF AMERICA'S LIBRARIES AND THE EDUCATION OF CHILDREN. IN APRIL 2020, THE FOUNDATION'S BOARD OF DIRECTORS DISSOLVED THE ADVISORY COMMITTEE FOR THE DONOR RESTRICTED FUND AND APPROVED CREATION OF A NEW BOARD DESIGNATED ENDOWMENT FUND, THE LAURA BUSH ENDOWMENT FOR EDUCATION AND LITERACY (LBEEL) FUND, WHICH WAS FUNDED WITH A TRANSFER OF $15,656,844 FROM THE LBFAL FUND. ALL APPROPRIATIONS FROM THE LBEEL FUND WILL BE IN SUPPORT OF AMERICA'S LIBRARIES AND EDUCATION OF CHILDREN. |
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 - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $3,997,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $3,075,000 |
| 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 | $7,072,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,072,000 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| FORM 990, SCHEDULE F, PART I, LINE 3 | THE FOUNDATION'S ENDOWMENT PORTFOLIO INCLUDES CERTAIN PRIVATE EQUITY INVESTMENTS WITH HOLDINGS OUTSIDE THE UNITED STATES. |
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 | $859,052 | GrossReceiptsAmt |
| Retained By Contractor | $129,391 | RetainedByContractorAmt |
| Net To Organization | $729,661 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $859,052 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $129,391 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $729,661 | 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: $187,632. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FORT WORTH ISD | ||||||||
| DBA LEADERSHIP ACADEMY 3601 | MITCHELL BLVD | FORT WORTH | TX | 76105 | 756001613 | $11,667 | $0 | SCHOLARSHIPS |
| BROWNSVILLE INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA MANZANO MIDDLE SCHOOL 2580 W | ALTON GLOOR BLVD | BROWNSVILLE | TX | 78520 | 746000418 | $11,667 | $0 | LIBRARY BOOKS |
| SAN ANTONIO INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA CARVAJAL ELEMENTARY SCHOOL 225 | ARIZONA ST | SAN ANTONIO | TX | 78207 | 746002167 | $11,667 | $0 | LIBRARY BOOKS |
| WACO ISD | ||||||||
| DBA HILLCREST PROF DEVELOPMENT | SCHOOL 501 FRANKLIN AVE | WACO | TX | 76701 | 746002532 | $11,667 | $0 | LIBRARY BOOKS |
| WACO INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA WACO HIGH SCHOOL 501 FRANKLIN | AVE | WACO | TX | 76701 | 746002532 | $11,667 | $0 | LIBRARY BOOKS |
| CONROE INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA TRAVIS INTERMEDIATE | CONROE | TX | 77304 | 746000556 | $11,667 | $0 | LIBRARY BOOKS | |
| SAN BENITO CONSOLIDATED INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA MILLER JORDAN 240 N CROCKETT | SAN BENITO | TX | 78586 | 746002224 | $11,667 | $0 | LIBRARY BOOKS | |
| PHARR-SAN JUAN-ALAMO INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA LIBERTY MIDDLE SCHOOL 1212 S | FIR ST | PHARR | TX | 78577 | 746001876 | $11,667 | $0 | LIBRARY BOOKS |
| AUSTIN ISD | ||||||||
| DBA MARTIN MS 4000 SOUTH IH 35 | FRONTAGE ROAD SUITE 839 | AUSTIN | TX | 78704 | 746000064 | $11,667 | $0 | LIBRARY BOOKS |
| ARLINGTON INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA PEACH ELEMENTARY 1203 W PIONEER | PARKWAY | ARLINGTON | TX | 76013 | 756000119 | $11,667 | $0 | LIBRARY BOOKS |
| MCALLEN INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA TRAVIS MIDDLE SCHOOL 2000 NORTH | 23RD STREET | MCALLEN | TX | 78501 | 746001658 | $11,667 | $0 | LIBRARY BOOKS |
| FORT WORTH INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA MARY LOUISE PHILLIPS ELEMENTARY | 100 N UNIVERSITY DR STE NE 140-B | FORT WORTH | TX | 76107 | 756001613 | $11,667 | $0 | LIBRARY BOOKS |
| DALLAS ISD | ||||||||
| DBA ED WALKER MIDDLE SCHOOL 9400 N | CENTRAL EXPRESSWAY | DALLAS | TX | 75231 | 756001278 | $11,667 | $0 | LIBRARY BOOKS |
| DALLAS ISD | ||||||||
| DBA HECTOR P GARCIA MS 9400 N | CENTRAL EXPWY ATTN BOX 21 | DALLAS | TX | 75231 | 756001278 | $11,667 | $0 | LIBRARY BOOKS |
| SAN ANTONIO INDEPENDENT SCHOOL DISTRICT | ||||||||
| DBA HERFF ACADEMY 514 W QUINCY | SAN ANTONIO | TX | 78215 | 746002167 | $11,667 | $0 | LIBRARY BOOKS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP STIPENDS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $410,240 | CashGrantAmt |
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. PRIOR TO APRIL 2020, BUSH INSTITUTE PROGRAM DIRECTORS PROVIDED OVERSIGHT FOR THE USE OF GRANT FUNDS AND MONITORING THE LBFAL FUND. IN APRIL 2020, THE FOUNDATION'S BOARD OF DIRECTORS DISSOLVED THE ADVISORY COMMITTEE AND APPROVED CREATION OF A NEW BOARD DESIGNATED ENDOWMENT FUND, THE LAURA BUSH ENDOWMENT FOR EDUCATION AND LITERACY (LBEEL) FUND. THE AUDIT COMMITTEE IS RESPONSIBLE FOR APPROVING GRANTS AND DISTRIBUTIONS FROM THE LBEEL FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (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 | $562,701 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $1,077 | $0 | $583,278 | $0 | $0 | $0 |
| HOLLY A KUZMICH | ||||||||||||||
| SENIOR VP/EXECUTIVE DIRECTOR | $278,019 | $0 | $35,290 | $0 | $0 | $0 | $18,927 | $0 | $10,653 | $0 | $342,889 | $0 | $0 | $0 |
| BRIAN S COSSIBOOM | ||||||||||||||
| VP FINANCE & OPERATIONS/TREASURER | $254,245 | $0 | $25,111 | $0 | $0 | $0 | $17,977 | $0 | $10,536 | $0 | $307,869 | $0 | $0 | $0 |
| MICHAEL T MCMAHAN | ||||||||||||||
| VP CORPORATE PLANNING & DEVELOPMENT | $210,820 | $0 | $22,059 | $0 | $0 | $0 | $14,502 | $0 | $24,803 | $0 | $272,184 | $0 | $0 | $0 |
| GUY H KERR | ||||||||||||||
| SECRETARY/GENERAL COUNSEL | $213,387 | $0 | $19,284 | $0 | $0 | $0 | $19,500 | $0 | $2,078 | $0 | $254,249 | $0 | $0 | $0 |
| ANNE E WICKS | ||||||||||||||
| DIRECTOR, EDUCATION & OPPORTUNITY | $204,097 | $0 | $17,846 | $0 | $0 | $0 | $11,288 | $0 | $16,759 | $0 | $249,990 | $0 | $0 | $0 |
| HANNAH S ABNEY | ||||||||||||||
| CHIEF COMMUNICATIONS COUNSELOR | $194,883 | $0 | $16,380 | $0 | $0 | $0 | $13,958 | $0 | $19,561 | $0 | $244,782 | $0 | $0 | $0 |
| MATTHEW M ROONEY | ||||||||||||||
| DIR. INST OUTREACH & STRATEGIC PSHIP | $204,412 | $0 | $16,709 | $0 | $0 | $0 | $11,056 | $0 | $10,630 | $0 | $242,807 | $0 | $0 | $0 |
| EVANGELINE M CHIANG | ||||||||||||||
| MANAGING DIR, LEADERSHIP & PROGRAM. | $161,190 | $0 | $22,376 | $0 | $0 | $0 | $19,500 | $0 | $24,714 | $0 | $227,780 | $0 | $0 | $0 |
| MATTHEW F AMIDON | ||||||||||||||
| DIR, VETERANS & MILITARY FAMILIES | $189,077 | $0 | $15,685 | $0 | $0 | $0 | $17,466 | $0 | $2,536 | $0 | $224,764 | $0 | $0 | $0 |
| KRISTIN N KING | ||||||||||||||
| COO - GEORGE BUSH INSTITUTE | $170,000 | $0 | $22,130 | $0 | $0 | $0 | $0 | $0 | $10,549 | $0 | $202,679 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CULLUM CLARK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $136,185 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: CULLUM CLARK(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF DIRECTOR, CAREN PROTHRO(C) AMOUNT OF TRANSACTION $136,185(D) DESCRIPTION OF TRANSACTION: MR. CLARK IS AN EMPLOYEE OF THE FOUNDATION AND RECEIVED COMPENSATION OF $136,185(E) SHARING OF ORGANIZATION REVENUES? = NO | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,024,439 | 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 | EVENT PRODUCTS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,992 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| 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, 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: (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 BUSH INSTITUTE DEVELOPS LEADERS, ADVANCES POLICY, AND TAKES ACTION TO SOLVE TODAY'S MOST PRESSING CHALLENGES. (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 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 | (1) DR. R. GERALD TURNER, LAURA W. BUSH, RAY L. HUNT, JEANNE L. PHILLIPS AND KELLY COMPTON: BUSINESS RELATIONSHIP, (2) JEANNE L. PHILLIPS AND RAY L. HUNT: BUSINESS RELATIONSHIP, (3) DR. R. GERALD TURNER AND RAY L. HUNT: BUSINESS RELATIONSHIP, (4) 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 VI, LINE 4: | BYLAWS WERE AMENDED IN 2021 TO ADD THE DIRECTOR EMERITUS DESIGNATION BASED ON THE RECOMMENDATION OF THE NOMINATING AND GOVERNANCE COMMITTEE. |
| FORM 990, PART IX, LINE 11G | A/V TECHNICIAN SERVICES: PROGRAM SERVICE EXPENSES 183. MANAGEMENT AND GENERAL EXPENSES 11,961. FUNDRAISING EXPENSES 68. TOTAL EXPENSES 12,212. CONTENT/WRITING SERVICES: PROGRAM SERVICE EXPENSES 315,237. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 320,238. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 89,703. MANAGEMENT AND GENERAL EXPENSES 3,420. FUNDRAISING EXPENSES 6,600. TOTAL EXPENSES 99,723. FACULTY/SPEAKERS/FACILITATORS: PROGRAM SERVICE EXPENSES 1,287,140. MANAGEMENT AND GENERAL EXPENSES 40,477. FUNDRAISING EXPENSES 42,360. TOTAL EXPENSES 1,369,977. LANDSCAPE SERVICES: PROGRAM SERVICE EXPENSES 437,144. MANAGEMENT AND GENERAL EXPENSES 8,630. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 445,774. PHOTOGRAPHY, VIDEOGRAPHY & VIDEO PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 22,009. MANAGEMENT AND GENERAL EXPENSES 886. FUNDRAISING EXPENSES 22,357. TOTAL EXPENSES 45,252. RESEARCH & EVALUATION SERVICES: PROGRAM SERVICE EXPENSES 1,095,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,095,850. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 834. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 76,665. TOTAL EXPENSES 77,499. |
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