THE GEORGE W BUSH FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE W BUSH FOUNDATION (EIN 20-4119317)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201943179349305069
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:07:10-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 201 FIRST ST SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204119317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W BUSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2142004300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BLVD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN S COSSIBOOM | PersonNm |
| Person Title | VP FINANCE & TREASURER | PersonTitleTxt |
| Phone | 2142004300 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 11:11:12 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH HERSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BOULEVARD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,104,715 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 110 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $145,199 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $176,859 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $59,683,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $75,156,347 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,113,214 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,724,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,883,439 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,075,669 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,884,987 | PYOtherRevenueAmt |
| CY Other Revenue | $1,298,738 | CYOtherRevenueAmt |
| PY Total Revenue | $67,565,231 | PYTotalRevenueAmt |
| CY Total Revenue | $83,255,591 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,334,972 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,854,966 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,365,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,151,653 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,630,972 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,366,877 | PYOtherExpensesAmt |
| CY Other Expenses | $30,273,847 | CYOtherExpensesAmt |
| PY Total Expenses | $41,127,663 | PYTotalExpensesAmt |
| CY Total Expenses | $45,340,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,437,568 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,915,125 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $419,800,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,358,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,239,441 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,888,957 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $416,560,858 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $447,469,565 | 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 | $30,266,035 | ExpenseAmt |
| Grant | $1,854,966 | 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) |
|---|---|---|
| Revenue | $2,724,837 | 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, 1,599,835 PEOPLE HAD VISITED THE MUSEUM, INCLUDING TWO TEMPORARY EXHIBITS IN 2018:"FIRST LADIES: STYLE OF INFLUENCE" EXAMINES HOW THE ROLE OF THE FIRST LADY HAS EVOLVED OVER TIME, AND HOW FIRST LADIES HAVE USED THEIR POSITION TO ADVANCE DIPLOMACY AND OTHER SOCIAL, CULTURAL, AND POLITICAL INITIATIVES AND "DECK THE HALLS AND WELCOME ALL" THAT RECREATED THE 2006 CHRISTMAS AT THE WHITE HOUSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,266,035 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 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 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 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 |
| IRP Document | 134 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 110 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN S COSSIBOOM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142004300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2943 SMU BOULEVARD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DONALD L EVANS | |||||||||
| CHAIRMAN/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARK LANGDALE | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA W BUSH | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNE L PHILLIPS | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY HAGER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARLAN CROW | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID B MILLER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| R GERALD TURNER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAY L HUNT | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM M HICKEY | |||||||||
| DIRECTOR | 5.00 | 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 | ||||
| JOHN W JOHNSON | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL KAPLAN | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA PATSLEY | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL E MEECE | |||||||||
| DIRECTOR (SINCE 4/18) | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| THEODORE W ULLYOT | |||||||||
| DIRECTOR (SINCE 4/18) | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH A HERSH | |||||||||
| PRESIDENT/CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $520,000 | $0 | $20,509 | |||
| HOLLY A KUZMICH | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $315,792 | $0 | $28,247 | 2.00 | |||
| TOBI M E YOUNG | |||||||||
| SECRETARY/LEGAL COUNSEL (UNTIL 5/31) | 40.00 | Yes (X) | $182,774 | $0 | $7,887 | ||||
| BRIAN S COSSIBOOM | |||||||||
| VP FINANCE & OPERATIONS & TREASURER | 40.00 | Yes (X) | $258,232 | $0 | $26,169 | ||||
| GUY H KERR | |||||||||
| SECRETARY/LEGAL COUNSEL (SINCE 6/1) | 40.00 | Yes (X) | $105,385 | $0 | $7,158 | ||||
| MICHAEL T MCMAHAN | |||||||||
| VP DEVELOPMENT | 40.00 | $259,180 | $0 | $39,367 | Yes (X) | ||||
| HANNAH S ABNEY | |||||||||
| VP EXTERNAL AFFAIRS | 40.00 | $187,603 | $0 | $21,429 | Yes (X) | ||||
| MATTHEW M ROONEY | |||||||||
| DIRECTOR, ECONOMIC GROWTH | 40.00 | $207,855 | $0 | $22,964 | Yes (X) | ||||
| MIGUEL D HOWE | |||||||||
| DIRECTOR, MILITARY SERVICE | 40.00 | $204,925 | $0 | $24,814 | Yes (X) | ||||
| ANNE E WICKS | |||||||||
| DIRECTOR, EDUCATION REFORM | 40.00 | $205,570 | $0 | $28,379 | Yes (X) | ||||
| MATTHEW F AMIDON | |||||||||
| DIRECTOR, MILITARY SERVICE | 40.00 | $189,506 | $0 | $15,100 | Yes (X) | ||||
| WILLIAM P MCKENZIE | |||||||||
| DIRECTOR, EDITORIAL | 40.00 | $179,510 | $0 | $33,229 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,816,332 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $275,252 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | 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 |
|---|---|---|---|---|---|
| QUINN EMANUEL URQUHART & SULLIVAN LLP | |||||
| 865 S FIGUEROA ST 10TH FLOOR | LOS ANGELES | CA | 90017 | RESEARCH | $3,306,273 |
| SHOWCALL INC | |||||
| 4451 GEORGIA PACIFIC BLVD SUITE S | FREDERICK | MD | 21704 | PRODUCTION SERVICES | $812,300 |
| CULINAIRE INTERNATIONAL | |||||
| 8303 ELMBROOK DR | DALLAS | TX | 75247 | CATERING SERVICES | $740,556 |
| WARFIELD & WALSH INC | |||||
| 601 S WASHINGTON ST | ALEXANDRIA | VA | 22314 | COMMUNICATION/FUNDRAISING | $461,345 |
| SOUTHERN BOTANICAL | |||||
| 1525 HINTON ST | DALLAS | TX | 75235 | LANDSCAPING SERVICES | $386,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $900,000 | FundraisingAmt |
| All Other Contributions | $74,256,347 | AllOtherContributionsAmt |
| Noncash Contributions | $4,879,742 | NoncashContributionsAmt |
| Total Contributions | $75,156,347 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM TICKET SALES | 900099 | $1,780,725 | $1,780,725 |
| ECONOMIC GROWTH INITIATIVE | 900099 | $548,108 | $548,108 |
| ENGAGE EVENTS | 900099 | $321,683 | $321,683 |
| OVAL OFFICE PHOTOS | 900099 | $74,321 | $74,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,724,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,852,678 | TotalRevenueColumnAmt |
| Exclusion | $2,852,678 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $695,609 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,531 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $620,078 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,078 | TotalRevenueColumnAmt |
| Exclusion | $620,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,954,635 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,731,644 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,222,991 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,222,991 | TotalRevenueColumnAmt |
| Exclusion | $1,222,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $900,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,949 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,949 | TotalRevenueColumnAmt |
| Exclusion | -$41,949 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARKING | 900099 | $402,801 | $402,801 | |
| RESTAURANT & CATERING | 722320 | $213,317 | $68,118 | $145,199 |
| GIFT SHOP COMMISSIONS | 453220 | $103,371 | $103,371 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,120 | TotalRevenueColumnAmt |
| Exclusion | $1,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $720,609 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,255,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,724,837 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $145,199 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,229,208 | 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 | $1,722,766 | TotalAmt |
| Program Services | $1,722,766 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,200 | TotalAmt |
| Program Services | $132,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998,171 | TotalAmt |
| Program Services | $663,817 | ProgramServicesAmt |
| Management And General | $930,887 | ManagementAndGeneralAmt |
| Fundraising | $403,467 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,577,426 | TotalAmt |
| Program Services | $5,027,591 | ProgramServicesAmt |
| Management And General | $976,805 | ManagementAndGeneralAmt |
| Fundraising | $2,573,030 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,539 | TotalAmt |
| Program Services | $277,445 | ProgramServicesAmt |
| Management And General | $92,996 | ManagementAndGeneralAmt |
| Fundraising | $145,098 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,347,037 | TotalAmt |
| Program Services | $724,927 | ProgramServicesAmt |
| Management And General | $242,987 | ManagementAndGeneralAmt |
| Fundraising | $379,123 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,480 | TotalAmt |
| Program Services | $383,969 | ProgramServicesAmt |
| Management And General | $128,702 | ManagementAndGeneralAmt |
| Fundraising | $200,809 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,208 | TotalAmt |
| Management And General | $114,208 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,885 | TotalAmt |
| Management And General | $184,885 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,993,946 | TotalAmt |
| Program Services | $7,095,737 | ProgramServicesAmt |
| Management And General | $325,253 | ManagementAndGeneralAmt |
| Fundraising | $572,956 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,317 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
| Management And General | $815 | ManagementAndGeneralAmt |
| Fundraising | $81,502 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,874 | TotalAmt |
| Program Services | $111,475 | ProgramServicesAmt |
| Management And General | $50,245 | ManagementAndGeneralAmt |
| Fundraising | $872,154 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,933 | TotalAmt |
| Program Services | $513,110 | ProgramServicesAmt |
| Management And General | $128,177 | ManagementAndGeneralAmt |
| Fundraising | $125,646 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,781,072 | TotalAmt |
| Program Services | $822,137 | ProgramServicesAmt |
| Management And General | $622,089 | ManagementAndGeneralAmt |
| Fundraising | $336,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,063 | TotalAmt |
| Program Services | $1,839,729 | ProgramServicesAmt |
| Management And General | $69,367 | ManagementAndGeneralAmt |
| Fundraising | $83,967 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,044 | TotalAmt |
| Program Services | $2,209,903 | ProgramServicesAmt |
| Management And General | $212,647 | ManagementAndGeneralAmt |
| Fundraising | $476,494 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,639,548 | TotalAmt |
| Program Services | $8,475,914 | ProgramServicesAmt |
| Management And General | $2,928,439 | ManagementAndGeneralAmt |
| Fundraising | $1,235,195 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,956 | TotalAmt |
| Program Services | $129,381 | ProgramServicesAmt |
| Management And General | $48,144 | ManagementAndGeneralAmt |
| Fundraising | $50,431 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $404,387 | $108,934 | $261,199 | $34,254 |
| UNCOLLECTIBLE PLEDGES | $125,614 | $0 | $125,614 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,340,466 | TotalAmt |
| Program Services | $30,266,035 | ProgramServicesAmt |
| Management And General | $7,443,459 | ManagementAndGeneralAmt |
| Fundraising | $7,630,972 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,862,715 | BOYAmt |
| EOY | $9,479,148 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,585 | BOYAmt |
| EOY | $1,963,685 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,171,586 | BOYAmt |
| EOY | $58,804,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,637 | BOYAmt |
| EOY | $242,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,077 | BOYAmt |
| EOY | $810,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $239,700,703 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,659,717 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,477,397 | BOYAmt |
| EOY | $170,040,986 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,329,780 | BOYAmt |
| EOY | $153,363,251 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,756,855 | BOYAmt |
| EOY | $22,770,341 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,019,667 | BOYAmt |
| EOY | $32,883,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,800,299 | BOYAmt |
| EOY | $450,358,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,441 | BOYAmt |
| EOY | $2,888,957 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,441 | BOYAmt |
| EOY | $2,888,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,821,969 | BOYAmt |
| EOY | $280,125,806 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,335,854 | BOYAmt |
| EOY | $110,147,864 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,403,035 | BOYAmt |
| EOY | $57,195,895 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,560,858 | BOYAmt |
| EOY | $447,469,565 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,800,299 | BOYAmt |
| EOY | $450,358,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $37,915,125 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,006,418 | 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 | $63,585,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,932,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,348,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,683,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,156,347 | CurrentTaxYearAmt |
| Total | $257,706,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,585,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,932,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,348,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,683,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,156,347 | CurrentTaxYearAmt |
| Total | $257,706,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,205,850 | SubstantialContributorsTotAmt |
| Public Support Total170 | $224,500,298 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,254,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,264,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,029,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,548,287 | CurrentTaxYearAmt |
| Total | $11,742,292 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,341 | CurrentTaxYearAmt |
| Total | $692,240 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $990,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,004,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,041,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,609 | CurrentTaxYearAmt |
| Total | $4,706,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $274,846,894 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,510,476 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79670 | 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 RESTAURANT CATERING COMMISSIONS GIFT SHOP COMMISSIONS MISCELLANEOUS SPECIAL EVENTS | 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 |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,368,126 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,368,126 | 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 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,623,910 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,259,200 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $22,324,265 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $928,001 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,051,940 | BeginningYearBalanceAmt |
| Contributions | $10,267,828 | ContributionsAmt |
| Investment Earnings Or Losses | $3,476,193 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,272,044 | OtherExpendituresAmt |
| End Year Balance | $72,523,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,118,787 | BeginningYearBalanceAmt |
| Contributions | $11,520,825 | ContributionsAmt |
| Investment Earnings Or Losses | -$380,613 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $954,000 | OtherExpendituresAmt |
| Administrative Expenses | $253,059 | AdministrativeExpensesAmt |
| End Year Balance | $61,051,940 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $50,611,461 | ContributionsAmt |
| Investment Earnings Or Losses | $568,803 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $61,477 | AdministrativeExpensesAmt |
| End Year Balance | $51,118,787 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $149,251,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,770,002 | DepreciationAmt |
| Book Value | $127,481,481 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,498,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,651,930 | DepreciationAmt |
| Book Value | $28,846,772 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,022,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,237,785 | DepreciationAmt |
| Book Value | $12,784,732 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,001 | OtherCostOrOtherBasisAmt |
| Book Value | $928,001 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $170,040,986 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $13,917,712 | F |
| REAL ASSETS | $3,457,613 | F |
| PRIVATE EQUITY FUNDS | $5,395,016 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,770,341 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUND LEASE, NET OF AMORTIZATION | Desc |
| Book Value | $32,883,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $32,883,667 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,056,153 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,006,418 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$7,006,418 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,062,571 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $184,885 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,135 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $193,020 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $83,255,591 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,147,446 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,147,446 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $184,885 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,135 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $193,020 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,340,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WORKS OF ART ARE 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, 2018 AND 2017, 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -41,949. RENT EXPENSE -75,531. UNCOLLECTIBLE CONTRIBUTIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 125,615. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -41,949. RENT EXPENSE -75,531. UNCOLLECTIBLE CONTRIBUTIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 125,615. |
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 | $2,815,500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $832,000 |
| 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 | $3,647,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,647,500 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 | $1,843,736 | GrossReceiptsAmt |
| Retained By Contractor | $60,000 | RetainedByContractorAmt |
| Net To Organization | $1,783,736 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,843,736 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,783,736 | 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 | 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 |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PHOENIX FUNDRAISING EVENT | Event1Nm |
| Gross Receipts Event1 | $900,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $900,000 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $9,875 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,289 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,160 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,625 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $900,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $900,000 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $9,875 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,289 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,160 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,625 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,949 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,949 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AC BLUNT MIDDLE SCHOOL | |||||||
| 2300 MCMULLEN LANE STE 600 | ARANSAS PASS | TX | 78336 | 746000049 | STATE OF TX | $70,000 | LIBRARY BOOKS |
| ANOVA CENTER FOR EDUCATION | |||||||
| 50 MARK WEST SPRINGS ROAD | SANTA ROSA | CA | 95430 | 943370998 | STATE OF CA | $40,000 | LIBRARY BOOKS |
| BETH YESHURUN DAY SCHOOL | |||||||
| 4525 BEECHNUT ST | HOUSTON | TX | 77096 | 800165161 | STATE OF TX | $10,000 | LIBRARY BOOKS |
| BRUNDRETT MIDDLE SCHOOL | |||||||
| 100 S STATION STREET | PORT ARANSAS | TX | 78373 | 746001880 | STATE OF TX | $50,000 | LIBRARY BOOKS |
| CARDINAL NEWMAN HIGH SCHOOL | |||||||
| 50 URSULINE ROAD | SANTA ROSA | CA | 95403 | 941578925 | STATE OF CA | $60,000 | LIBRARY BOOKS |
| CENTRAL MEDICAL MAGNET HIGH SCHOOL | |||||||
| 88 JAGUAR DRIVE | BEAUMONT | TX | 77702 | 746000317 | STATE OF TX | $25,000 | LIBRARY BOOKS |
| CLIFTON MIDDLE SCHOOL | |||||||
| 6001 GOLDEN FOREST DRIVE | HOUSTON | TX | 77092 | 746001255 | STATE OF TX | $20,000 | LIBRARY BOOKS |
| DR HENRY MACKWEST LITTLE RIVER K-8 CENTER | |||||||
| 2450 NW 84TH ST | MIAMI | FL | 33147 | 596000572 | STATE OF FL | $5,000 | LIBRARY BOOKS |
| FOREST BROOK MIDDLE SCHOOL | |||||||
| 7525 TIDWELL ST | HOUSTON | TX | 77016 | 746001255 | STATE OF TX | $3,000 | LIBRARY BOOKS |
| GALENA PARK ELEMENTARY | |||||||
| 14705 WOODFOREST BLVD | HOUSTON | TX | 77015 | 746000895 | STATE OF TX | $60,000 | LIBRARY BOOKS |
| HARMONY SCHOOL OF SCIENCE - HOUSTON | |||||||
| 5435 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | 760615245 | STATE OF TX | $2,500 | LIBRARY BOOKS |
| HENDERSON MIDDLE SCHOOL | |||||||
| PO BOX 2003 | SOUR LAKE | TX | 77659 | 746002329 | STATE OF TX | $70,000 | LIBRARY BOOKS |
| HULL-DAISETTA ELEMENTARY SCHOOL | |||||||
| 117 N MAIN | DAISETTA | TX | 77533 | 746000655 | STATE OF TX | $50,000 | LIBRARY BOOKS |
| LAURA C SAUNDERS ELEMENTARY | |||||||
| 505 SW 8TH ST | HOMESTEAD | FL | 33030 | 596000572 | STATE OF FL | $20,000 | LIBRARY BOOKS |
| LITTLE BAY PRIMARY | |||||||
| PO BOX 907 | ROCKPORT | TX | 78381 | 746002971 | STATE OF TX | $15,000 | LIBRARY BOOKS |
| LITTLE CYPRESS ELEMENTARY | |||||||
| 6586 FM 1130 | ORANGE | TX | 77632 | 741607121 | STATE OF TX | $135,000 | LIBRARY BOOKS |
| LUTHERAN SOUTH ACADEMY | |||||||
| 718 FM 1959 RD STE B | HOUSTON | TX | 77034 | 746001258 | STATE OF TX | $4,000 | LIBRARY BOOKS |
| MAURICEVILLE ELEMENTARY | |||||||
| 6586 FM 1130 | ORANGE | TX | 77632 | 741607121 | STATE OF TX | $135,000 | LIBRARY BOOKS |
| MOORE ELEMENTARY | |||||||
| 10300 JONES RD | HOUSTON | TX | 77065 | 746000654 | STATE OF TX | $75,000 | LIBRARY BOOKS |
| OAK FOREST ELEMENTARY | |||||||
| 120 E BOLIVAR | VIDOR | TX | 77662 | 746002456 | STATE OF TX | $60,000 | LIBRARY BOOKS |
| OLSEN ELEMENTARY | |||||||
| 100 S STATION STREET | PORT ARANSAS | TX | 78373 | 746001880 | STATE OF TX | $50,000 | LIBRARY BOOKS |
| ORANGEFIELD ELEMENTARY SCHOOL | |||||||
| PO BOX 228 | ORANGEFIELD | TX | 77639 | 746001839 | STATE OF TX | $1,500 | LIBRARY BOOKS |
| PORT ARANSAS HIGH SCHOOL | |||||||
| 100 S STATION STREET | PORT ARANSAS | TX | 78373 | 746001880 | STATE OF TX | $35,000 | LIBRARY BOOKS |
| REDWOOD ADVENTIST ACADEMY | |||||||
| 840 SONOMA AVENUE | SANTA ROSA | CA | 95404 | 941726911 | STATE OF CA | $50,000 | LIBRARY BOOKS |
| SC RED ELEMENTARY SCHOOL | |||||||
| 4400 WEST 18TH ST LEVEL 2 NW | HOUSTON | TX | 77092 | 760552784 | STATE OF TX | $20,000 | LIBRARY BOOKS |
| THOMPSON INTERMEDIATE SCHOOL | |||||||
| 1515 CHERRYBROOK LANE | PASADENA | TX | 77502 | 746001850 | STATE OF TX | $70,000 | LIBRARY BOOKS |
| TRUE CROSS CATHOLIC SCHOOL | |||||||
| 400 FM 517 RD | EAST DICKINSON | TX | 77539 | 454004291 | STATE OF TX | $50,000 | LIBRARY BOOKS |
| VIDOR MIDDLE SCHOOL | |||||||
| 120 E BOLIVAR | VIDOR | TX | 77662 | 746002456 | STATE OF TX | $70,000 | LIBRARY BOOKS |
| (no name) | |||||||
| RESEARCH | |||||||
| BUSH GLOBAL HEALTH INITIATIVE | |||||||
| 1900 L STREET NW SUITE 304 | WASHINGTON | DC | 20003 | 474585630 | 501(C)(3) | $466,766 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP STIPENDS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $132,200 | 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 (LBF FUND), PROVIDED GRANTS TO SCHOOLS ACROSS THE UNITED STATES FOR USE IN FUNDING THEIR SCHOOL LIBRARIES. BUSH INSTITUTE PROGRAM DIRECTORS PROVIDE OVERSIGHT FOR THE USE OF GRANT FUNDS AND MONITORING THE LBF FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 | $520,000 | $0 | $0 | $0 | $0 | $0 | $19,432 | $0 | $1,077 | $0 | $540,509 | $0 | $0 | $0 |
| HOLLY A KUZMICH | ||||||||||||||
| SENIOR VICE PRESIDENT | $285,235 | $0 | $30,557 | $0 | $0 | $0 | $19,142 | $0 | $9,105 | $0 | $344,039 | $0 | $0 | $0 |
| TOBI M E YOUNG | ||||||||||||||
| SECRETARY/LEGAL COUNSEL (UNTIL 5/31) | $157,793 | $0 | $24,981 | $0 | $0 | $0 | $7,311 | $0 | $576 | $0 | $190,661 | $0 | $0 | $0 |
| BRIAN S COSSIBOOM | ||||||||||||||
| VP FINANCE & OPERATIONS & TREASURER | $233,605 | $0 | $24,627 | $0 | $0 | $0 | $17,100 | $0 | $9,069 | $0 | $284,401 | $0 | $0 | $0 |
| MICHAEL T MCMAHAN | ||||||||||||||
| VP DEVELOPMENT | $195,219 | $0 | $63,961 | $0 | $0 | $0 | $18,439 | $0 | $20,928 | $0 | $298,547 | $0 | $0 | $0 |
| HANNAH S ABNEY | ||||||||||||||
| VP EXTERNAL AFFAIRS | $172,598 | $0 | $15,005 | $0 | $0 | $0 | $12,440 | $0 | $8,989 | $0 | $209,032 | $0 | $0 | $0 |
| MATTHEW M ROONEY | ||||||||||||||
| DIRECTOR, ECONOMIC GROWTH | $190,311 | $0 | $17,544 | $0 | $0 | $0 | $13,941 | $0 | $9,023 | $0 | $230,819 | $0 | $0 | $0 |
| MIGUEL D HOWE | ||||||||||||||
| DIRECTOR, MILITARY SERVICE | $187,173 | $0 | $17,752 | $0 | $0 | $0 | $5,800 | $0 | $19,014 | $0 | $229,739 | $0 | $0 | $0 |
| ANNE E WICKS | ||||||||||||||
| DIRECTOR, EDUCATION REFORM | $188,086 | $0 | $17,484 | $0 | $0 | $0 | $14,199 | $0 | $14,180 | $0 | $233,949 | $0 | $0 | $0 |
| MATTHEW F AMIDON | ||||||||||||||
| DIRECTOR, MILITARY SERVICE | $174,660 | $0 | $14,846 | $0 | $0 | $0 | $12,624 | $0 | $2,476 | $0 | $204,606 | $0 | $0 | $0 |
| WILLIAM P MCKENZIE | ||||||||||||||
| DIRECTOR, EDITORIAL | $163,398 | $0 | $16,112 | $0 | $0 | $0 | $12,364 | $0 | $20,865 | $0 | $212,739 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE TRAVEL POLICY FOR MEMBERS OF THE BOARD PROVIDES FOR FIRST CLASS AIRFARE REIMBURSEMENT FOR OUT OF TOWN MEMBERS OF THE BOARD. TWO BOARD MEMBERS RECEIVED FIRST CLASS TRAVEL REIMBURSEMENTS DURING 2018. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $14,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,898,923 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TRANSPORTATION | 3 | $275,452 | COST |
| Yes (X) | FOOD & BEVERAGE | 3 | $69,954 | COST |
| Yes (X) | MISCELLANEOUS | 4 | $45,937 | COST |
| Yes (X) | FLOWERS | 2 | $22,453 | COST |
| Yes (X) | GOLF EQUIPMENT | 2 | $14,824 | COST |
| Yes (X) | HOTEL ROOMS | 1 | $12,000 | COST |
| 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 (10 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 WHOSE ACTIVITIES PROMOTE THE LIBRARY AND MUSEUM. (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 1 | 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 | - DR. R. GERALD TURNER, LAURA W. BUSH, RAY L. HUNT AND JEANNE L. PHILLIPS: BUSINESS RELATIONSHIP - JEANNE L. PHILLIPS AND RAY L. HUNT: BUSINESS RELATIONSHIP - DR. R. GERALD TURNER AND RAY L. HUNT: BUSINESS RELATIONSHIP - LAURA BUSH AND HENRY HAGER: FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BY-LAWS OF THE ORGANIZATION WERE AMENDED AS FOLLOWS: ARTICLE III, SECTION 3.1 - MAXIMUM NUMBER OF DIRECTORS WAS INCREASED TO TWENTY-TWO. ARTICLE V, SECTION 5.1 - ADDED A PROVISION STATING THAT A DIRECTOR DESIGNATED TO SERVE ON A COMMITTEE AS AN EX OFFICIO MEMBER SHALL BE ENTITILED TO VOTE AND SHALL BE INCLUDED IN DETERMINING THE EXISTENCE OF A QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND REVIEW THE ORGANIZATION'S FORM 990 BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S ACCOUNTING STAFF. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'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 ORGANIZATION'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 ORGANIZATION 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 ORGANIZATION 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 ORGANIZATION 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 IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 7,095,737. MANAGEMENT AND GENERAL EXPENSES 325,253. FUNDRAISING EXPENSES 572,956. TOTAL EXPENSES 7,993,946. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSH GLOBAL HEALTH INITIATIVE (PRRR) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 L STREET NW STE 304 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474585630 | EIN |
| Primary Activities | CHARITABLE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W BUSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSH GLOBAL HEALTH INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,068,109 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ON MARCH 8, 2018, THE BOARD OF DIRECTORS OF PRRR VOTED TO DISCONTINUE THE OPERATIONS OF THE ORGANIZATION. DURING THE DISCUSSION, A PLAN TO DISBURSE THE REMAINING ASSETS OF PRRR WAS INITIATED WHICH INCLUDED DISTRIBUTING $1,051,910 IN CASH AND GRANTS RECEIVABLE ALONG WITH ASSETS AND A DEPOSIT ON OFFICE LEASE IN THE AMOUNT OF $16,199 TO THE FOUNDATION. THE ASSETS RECEIVED ARE INCLUDED IN CONTRIBUTIONS WITH DONOR RESTRICTION IN THE STATEMENT OF ACTIVITIES AND THE FOUNDATION IS CONTINUING THE PROGRAMS PREVIOUSLY PERFORMED BY PRRR AND THE FOUNDATION, AND IS UTILIZING THE OFFICE SPACE PREVIOUSLY OCCUPIED BY PRRR IN ITS OPERATIONS. | ExplanationTxt |
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