GEORGE MASON UNIVERSITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE MASON UNIVERSITY FOUNDATION INC (EIN 54-1603842)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-13
- IRS object ID
- 201900729349300430
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-13T12:01:45-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BLVD SUITE 1400 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541603842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George Mason University Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY SUSAN VAN LEUNEN | InCareOfNm |
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 7039938850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 University Drive MSN 1A3 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220304444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUSAN VAN LEUNEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7039938850 | PhoneNum |
| Signature | 2019-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Torretta | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038477500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54681420190725000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-03-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA918D8483008E32154F6CC583B06457B9AF9E42 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA918D8483008E32154F6CC583B06457B9AF9E42 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Janet Bingham 4400 University | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Drive MSN 1A3 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220304444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $150,061,648 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | See Schedule O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | To advance and further the aims and purposes of George Mason University. See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $2,136,330 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $62,567,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,149,389 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,190,212 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,205,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,278,450 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,030,713 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,983,822 | PYOtherRevenueAmt |
| CY Other Revenue | $2,566,834 | CYOtherRevenueAmt |
| PY Total Revenue | $85,020,348 | PYTotalRevenueAmt |
| CY Total Revenue | $86,952,336 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $54,444,961 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,790,243 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,212,912 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $999,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,905 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $266,352 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,996,226 | PYOtherExpensesAmt |
| CY Other Expenses | $22,581,032 | CYOtherExpensesAmt |
| PY Total Expenses | $78,654,099 | PYTotalExpensesAmt |
| CY Total Expenses | $80,376,181 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,366,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,576,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $402,741,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,408,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $196,283,244 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,414,280 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $206,457,757 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $217,994,463 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The George Mason University Foundation, Inc. was established in 1966 to receive, manage, invest, and administer private gifts for the benefit of the University, including endowment and real property. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $77,479,930 | ExpenseAmt |
| Grant | $56,790,243 | GrantAmt |
| Revenue | $12,807,902 | RevenueAmt |
| Desc | THE FOUNDATION'S MAJOR PROGRAM ACTIVITY IS TO DISPERSE DESIGNATED FUNDS IN SUPPORT OF SCHOLARSHIPS, FELLOWSHIPS, AWARDS, AND GENERAL OPERATING EXPENSES OF THE UNIVERSITY'S ACADEMIC AND OTHER DEPARTMENTS. | Desc |
| Total Program Service Expenses | $77,479,930 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 511 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUSAN VAN LEUNEN | PersonNm |
| Phone | 7039938850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 UNIVERSITY DRIVE MSN 1A3 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220304444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOSEPH J O'BRIEN JR | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRI C BEIRNE | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFERY M JOHNSON | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN T NIEHOFF | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANET BINGHAM | ||||||||
| TRUSTEE/PRESIDENT | 20.0 | 20.0 | Yes (X) | Yes (X) | $0 | $283,243 | $51,759 | |
| HENRY BUTLER | ||||||||
| TRUSTEE | 0.5 | 40.0 | Yes (X) | $0 | $512,845 | $62,350 | ||
| ANGEL CABRERA | ||||||||
| TRUSTEE | 0.5 | 40.0 | Yes (X) | $0 | $648,403 | $276,274 | ||
| JAMES J CONSAGRA | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS J COTTER | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY S DETWILER | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GENE L FROGALE | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE A GELLER | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY GILLIS | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN H GRAHAM | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED GRASSO | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY S GRAY | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN J HAYS | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN M HERN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TODD R HOUSE | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NAJAF S HUSAIN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL E KYLE | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KAY W LEWIS | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M YAQUB MIRZA | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TREVOR J MONTANO | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R MUHA II | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A MURRAY | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J D MYERS II | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY G NAKAMOTO | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHARON P APRICENA | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W NOONAN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOLLY C OBEROI | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TERESA H CARLSON | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PAUL PHAUP | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK R GINSBERG | ||||||||
| TRUSTEE | 0.5 | 40.0 | Yes (X) | $0 | $347,886 | $43,682 | ||
| KENNETH D REID | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NANCY R SENICH | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALI A SAADAT | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE J SCOTT | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A SMITH | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E SOZA | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E STIEVATER | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SONYA J STONE | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE D WARDINSKI | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL R WOTRING | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY SUSAN VAN LEUNeN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $147,900 | $18,889 | |
| JENNY E HERRERA | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN M JACQUEMIN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M DAVIS III | ||||||||
| EX-OFFICIO TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LANCE A LIOTTA | ||||||||
| TRUSTEE | 0.5 | 40.0 | Yes (X) | $0 | $276,780 | $40,993 | ||
| Elizabeth Cantrell | ||||||||
| Controller | 40.0 | 0.0 | $0 | $106,684 | $34,253 | Yes (X) | ||
| Tracy White | ||||||||
| Director of Real Estate & Inv | 40.0 | 0.0 | $0 | $122,975 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,446,716 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $528,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| McGuire Woods LLP | |||||
| 800 E Canal Street | RICHMOND | VA | 23219 | Legal | $457,092 |
| Bluetext LLC | |||||
| 2121 Wisconsin Avenue NW suite 320 | WASHINGTON | DC | 20007 | Marketing | $406,350 |
| MARK SCHULTZ | |||||
| 37 LAKE INDIAN HILLS RIDGE | CARBONDALE | IL | 62902 | consulting | $150,000 |
| R B COMMUNICATIONS LLC | |||||
| PO BOX 1147 | HAYMARKET | VA | 20168 | Publications | $137,954 |
| Stegmaier Company LLC | |||||
| 437 Wade Plantation Drive | MARTINEZ | GA | 30907 | consulting | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $67,479 | FundraisingAmt |
| All Other Contributions | $68,081,910 | AllOtherContributionsAmt |
| Noncash Contributions | $664,862 | NoncashContributionsAmt |
| Total Contributions | $68,149,389 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENT FROM GMU/STUDENTS | 900002 | $6,706,101 | $6,706,101 |
| INTEREST ON DIRECT FINANCING LEASE | 531190 | $5,424,899 | $5,424,899 |
| RENT FROM CAPITOL CONNECTION | 900002 | $22,800 | $22,800 |
| RENT FROM PROVOST | 900002 | $51,600 | $51,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,205,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,932,957 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,949 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,922,008 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,262,634 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,137,253 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,125,381 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,125,381 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,125,381 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,996,603 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,898,847 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,756 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,756 | TotalRevenueColumnAmt |
| Exclusion | $97,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $55,881 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,479 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,212 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,331 | TotalRevenueColumnAmt |
| Exclusion | -$17,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $458,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $458,784 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $458,784 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,952,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,664,184 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,136,330 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,002,433 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,217,026 | TotalAmt |
| Program Services | $56,217,026 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,217 | TotalAmt |
| Program Services | $573,217 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,192 | TotalAmt |
| Management And General | $161,192 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,464 | TotalAmt |
| Management And General | $585,464 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,310 | TotalAmt |
| Management And General | $88,310 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,883 | TotalAmt |
| Management And General | $110,883 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,152 | TotalAmt |
| Management And General | $53,152 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,829 | TotalAmt |
| Program Services | $21,229 | ProgramServicesAmt |
| Management And General | $571,600 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,570 | TotalAmt |
| Management And General | $137,570 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794 | TotalAmt |
| Program Services | $1,794 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,905 | TotalAmt |
| Fundraising | $5,905 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,384 | TotalAmt |
| Management And General | $460,384 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,475,169 | TotalAmt |
| Program Services | $2,464,537 | ProgramServicesAmt |
| Management And General | $9,777 | ManagementAndGeneralAmt |
| Fundraising | $855 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,708 | TotalAmt |
| Program Services | $234,268 | ProgramServicesAmt |
| Fundraising | $440 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,985 | TotalAmt |
| Program Services | $1,160,093 | ProgramServicesAmt |
| Management And General | $10,757 | ManagementAndGeneralAmt |
| Fundraising | $29,135 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,069 | TotalAmt |
| Program Services | $291,918 | ProgramServicesAmt |
| Management And General | $261,267 | ManagementAndGeneralAmt |
| Fundraising | $884 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,793 | TotalAmt |
| Program Services | $3,460,793 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,095,444 | TotalAmt |
| Program Services | $2,051,781 | ProgramServicesAmt |
| Management And General | $5,256 | ManagementAndGeneralAmt |
| Fundraising | $38,407 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500,584 | TotalAmt |
| Program Services | $2,333,685 | ProgramServicesAmt |
| Management And General | $3,961 | ManagementAndGeneralAmt |
| Fundraising | $162,938 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,183,250 | TotalAmt |
| Program Services | $4,183,250 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,300 | TotalAmt |
| Program Services | $858,314 | ProgramServicesAmt |
| Management And General | $15,986 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,892 | TotalAmt |
| Program Services | $88,938 | ProgramServicesAmt |
| Management And General | $54,954 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE SUPPORT | $1,587,624 | $1,579,010 | $1,391 | $7,223 |
| ACADEMIC SUPPORT | $1,140,713 | $1,140,713 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $242,840 | $229,196 | $769 | $12,875 |
| TRAINING AND PROF. DEVELOP. | $205,637 | $185,155 | $12,792 | $7,690 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,447 | TotalAmt |
| Program Services | $405,013 | ProgramServicesAmt |
| Management And General | $84,434 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,376,181 | TotalAmt |
| Program Services | $77,479,930 | ProgramServicesAmt |
| Management And General | $2,629,899 | ManagementAndGeneralAmt |
| Fundraising | $266,352 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,594 | BOYAmt |
| EOY | $26,415 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,671,809 | BOYAmt |
| EOY | $22,337,910 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,443,899 | BOYAmt |
| EOY | $31,265,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,990 | BOYAmt |
| EOY | $155,142 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,456,578 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,568,160 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,493,784 | BOYAmt |
| EOY | $67,888,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,426,966 | BOYAmt |
| EOY | $139,527,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,332,348 | BOYAmt |
| EOY | $30,187,311 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,156,611 | BOYAmt |
| EOY | $108,019,921 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,741,001 | BOYAmt |
| EOY | $399,408,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,640,306 | BOYAmt |
| EOY | $7,714,072 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,007 | BOYAmt |
| EOY | $628,497 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,571,112 | BOYAmt |
| EOY | $61,946,047 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,675,999 | BOYAmt |
| EOY | $12,230,253 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,981,245 | BOYAmt |
| EOY | $94,132,882 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,977,575 | BOYAmt |
| EOY | $4,762,529 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,283,244 | BOYAmt |
| EOY | $181,414,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,183,189 | BOYAmt |
| EOY | $26,018,595 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,058,190 | BOYAmt |
| EOY | $100,097,030 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,216,378 | BOYAmt |
| EOY | $91,878,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,457,757 | BOYAmt |
| EOY | $217,994,463 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,741,001 | BOYAmt |
| EOY | $399,408,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,576,155 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,159,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $801,296 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,432,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,207,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,732,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,567,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,149,389 | CurrentTaxYearAmt |
| Total | $310,089,115 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,432,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,207,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,732,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,567,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,149,389 | CurrentTaxYearAmt |
| Total | $310,089,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $85,952,521 | SubstantialContributorsTotAmt |
| Public Support Total170 | $224,136,594 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,261,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,689,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,601,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,577,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,059,261 | CurrentTaxYearAmt |
| Total | $42,188,092 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $524,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $442,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,422,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,136,330 | CurrentTaxYearAmt |
| Total | $5,911,509 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $735,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $650,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $514,665 | CurrentTaxYearAmt |
| Total | $3,198,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $361,386,818 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $61,677,562 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62021 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $1,794 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,794 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART II-B, Line 1f THE GEORGE MASON UNIVERSITY FOUNDATION, INC. PROVIDED GRANTS TO OTHER ORGANIZATIONS FOR PROFESSIONAL SERVICES RELATED TO LOBBYING FOR ISSUES IN HIGHER EDUCATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $161,652 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,692,437 | BeginningYearBalanceAmt |
| Contributions | $3,231,572 | ContributionsAmt |
| Investment Earnings Or Losses | $5,806,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,783,892 | OtherExpendituresAmt |
| End Year Balance | $84,946,434 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,566,373 | BeginningYearBalanceAmt |
| Contributions | $3,239,253 | ContributionsAmt |
| Investment Earnings Or Losses | $6,125,724 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,238,913 | OtherExpendituresAmt |
| End Year Balance | $77,692,437 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,245,124 | BeginningYearBalanceAmt |
| Contributions | $1,819,192 | ContributionsAmt |
| Investment Earnings Or Losses | -$103,974 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,393,969 | OtherExpendituresAmt |
| End Year Balance | $71,566,373 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,554,336 | BeginningYearBalanceAmt |
| Contributions | $4,897,031 | ContributionsAmt |
| Investment Earnings Or Losses | $732,601 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,938,844 | OtherExpendituresAmt |
| End Year Balance | $72,245,124 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,260,526 | BeginningYearBalanceAmt |
| Contributions | $5,242,288 | ContributionsAmt |
| Investment Earnings Or Losses | $7,807,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,756,467 | OtherExpendituresAmt |
| End Year Balance | $69,554,336 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99990 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,109,091 | OtherCostOrOtherBasisAmt |
| Book Value | $27,109,091 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,310,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,597,082 | DepreciationAmt |
| Book Value | $40,713,030 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $971,078 | DepreciationAmt |
| Book Value | $66,297 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $67,888,418 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $24,855,242 | F |
| MONEY MARKET FUNDS | $5,332,069 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,187,311 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NET INV. IN DIRECT FIN. LEASE | $91,339,380 |
| BENEFICIAL INT IN PERP. TRUST | $10,985,365 |
| ACCRUED S/L RENT | $2,873,343 |
| OTHER ASSETS | $730,307 |
| DEFERRED TAX ASSET | $714,640 |
| ANNUITY BENEFIT CONTRACT | $627,125 |
| LEASING COMMISSIONS | $588,109 |
| ART & ANTIQUES | $161,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $108,019,921 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEARNED RENT | $4,114,571 |
| ACCRUED ANNUITY BENEFIT | $627,125 |
| SECURITY DEPOSITS | $20,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,762,529 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $95,901,149 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,159,255 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $69,957 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,938,312 | OtherRevenueAmt |
| Revenue Not Reported | $9,167,524 | RevenueNotReportedAmt |
| Revenue Subtotal | $86,733,625 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $291,923 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$73,212 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $218,711 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $86,952,336 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $84,364,443 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $69,957 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,210,228 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,280,185 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,084,258 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $291,923 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $291,923 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $80,376,181 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DESCRIPTION OF ORGANIZATION'S COLLECTIONS | SCHEDULE D, PART III, LINE 4 THE COLLECTION PROVIDES OPPORTUNITIES FOR THE UNIVERSITY'S STUDENTS TO LEARN AND TO GAIN AN APPRECIATION OF THE ARTWORK. |
| ESCROW OR CUSTODIAL ACCOUNT LIABILITY | SCHEDULE D, PART IV, LINE 2B THE FOUNDATION MAINTAINS CERTAIN ASSETS, PRIMARILY INVESTMENTS, ON BEHALF OF SEVERAL LEGALLY AUTONOMOUS ORGANIZATIONS AND OTHER PROGRAMS ASSOCIATED WITH THE UNIVERSITY. |
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 500 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING ACADEMIC SUPPORT, EMINENT SCHOLARS, SCHOLARSHIPS, ATHLETICS, FACILITIES, LIBRARY, AND RESEARCH. |
| LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) | SCHEDULE D, PART X, LINE 2 THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. UNDER IRS PROVISIONS AND THE APPLICABLE INCOME TAX REGULATIONS OF THE COMMONWEALTH OF VIRGINIA, THE FOUNDATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE FOUNDATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE TAX YEARS ENDING JUNE 30, 2015 THROUGH 2018 ARE STILL ELIGIBLE FOR REVIEW FOR BOTH FEDERAL AND STATE PURPOSES. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| OTHER ADJUSTMENTS TO REVENUE | SCHEDULE D, PART XI, LINE 2D SPLIT INTEREST AGREEMENTS, CHANGE IN VALUE 431,082 GMUF ARLINGTON CAMPUS, EXPENSE (ALLOCATED) 4,137,016 UNREALIZED Gain ON DERIVATIVES 1,613,943 INCOME TAX Expense (1,099,807) LOSS ON DEFEASANCE (143,922) ----------- TOTAL TO SCHEDULE D, PART XI, LINE 2D 4,938,312 |
| OTHER ADJUSTMENTS TO REVENUE | Schedule D, Part XI, Line 4B: FUNDRAISING EVENT EXPENSES (73,212) |
| OTHER ADJUSTMENTS TO EXPENSES | SCHEDULE D, PART XII, LINE 2D GMUF ARLINGTON CAMPUS, EXPENSE (ALLOCATED) 4,137,016 Fundraising Event Expenses 73,212 --------- Total to Schedule D, Part XII, Line 2d 4,210,228 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Research, Travel | $95,641 |
| North America | Program Services | Research, Travel | $23,019 |
| Central America and the Caribbean | Program Services | Research, Travel | $819 |
| South Asia | Program Services | Research, Travel | $4,313 |
| South America | Program Services | Research | $1,900 |
| East Asia and the Pacific | Program Services | Research | $2,000 |
| Central America and the Caribbean | Investments | $6,621,369 | |
| North America | Investments | $6,535,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $13,284,364 | SubtotalSpentAmt |
| Total Spent | $13,284,364 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ACCOUNTING METHOD USED | FormAndLineReferenceDesc |
| Explanation | SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PC Fall Golf | Event1Nm |
| Gross Receipts Event1 | $15,125 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,770 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,355 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,424 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,099 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,450 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,230 | OtherDirectExpensesEvent1Amt |
| Event2 | PC Spring Golf | Event2Nm |
| Gross Receipts Event2 | $28,351 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,206 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,145 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,312 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $15,543 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,724 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,285 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $79,884 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $46,503 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $33,381 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,181 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,065 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,175 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,724 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $123,360 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,479 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $55,881 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,493 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,032 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,998 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,450 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,239 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,212 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,331 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| George Mason University | ||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | 170/115 | $8,065,671 | $0 | Salary Support |
| George Mason University | ||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | 170/115 | $1,436,512 | $0 | Benefits Support |
| George Mason University | ||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | 170/115 | $8,327,045 | $0 | Scholarships |
| George Mason University | ||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | 170/115 | $13,383,142 | $0 | Operations Support |
| George Mason University | ||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | 170/115 | $555,034 | $0 | Eminent Scholars |
| Mercatus Center Inc | ||||||||
| 3351 N Fairfax Drive | Arlington | VA | 22201 | 521328708 | 501(C)(3) | $24,448,377 | $0 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 273 | RecipientCnt |
| Cash Grant | $573,217 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 THE GEORGE MASON UNIVERSITY FOUNDATION FOLLOWS ESTABLISHED DISBURSEMENT PROCEDURES THAT ENSURE ALL PAYMENTS ARE PROPERLY DOCUMENTED, SUPPORTED, AND RECORDED, APPROVED BY THE APPROPRIATE OFFICIALS AND MANAGEMENT, MADE FOR VALID PURPOSES THAT ARE REASONABLE AND NECESSARY, AND MADE IN COMPLIANCE WITH GOVERNMENT REGULATIONS. ALL DISBURSEMENTS OF DONOR RESTRICTED FUNDS ARE MADE IN ACCORDANCE WITH ANY PURPOSE RESTRICTIONS, FOR THE BENEFIT OF GEORGE MASON UNIVERSITY OR OTHER AFFILIATED EDUCATIONAL AND RESEARCH ORGANIZATIONS. THE FOUNDATION DISBURSES FUNDS TO GEORGE MASON UNIVERSITY AND OTHER AFFILIATED EDUCATIONAL AND RESEARCH ORGANIZATIONS FOR SCHOLARSHIPS, FELLOWSHIPS, AWARDS, AND GENERAL OPERATING EXPENSES BASED ON ELIGIBILITY DECISIONS MADE BY THE FOUNDATION/UNIVERSITY AFFILIATED ENTITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANET BINGHAM | ||||||||||||||
| TRUSTEE/PRESIDENT | $0 | $279,214 | $0 | $0 | $0 | $4,029 | $0 | $44,213 | $0 | $7,546 | $0 | $335,002 | $0 | $0 |
| HENRY BUTLER | ||||||||||||||
| TRUSTEE | $0 | $405,811 | $0 | $100,000 | $0 | $7,034 | $0 | $42,684 | $0 | $19,666 | $0 | $575,195 | $0 | $0 |
| ANGEL CABRERA | ||||||||||||||
| TRUSTEE | $0 | $555,030 | $0 | $76,133 | $0 | $17,240 | $0 | $184,658 | $0 | $91,616 | $0 | $924,677 | $0 | $0 |
| MARK R GINSBERG | ||||||||||||||
| TRUSTEE | $0 | $342,846 | $0 | $0 | $0 | $5,040 | $0 | $36,136 | $0 | $7,546 | $0 | $391,568 | $0 | $0 |
| MARY SUSAN VAN LEUNeN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $136,745 | $0 | $10,000 | $0 | $1,155 | $0 | $18,889 | $0 | $0 | $0 | $166,789 | $0 | $0 |
| LANCE A LIOTTA | ||||||||||||||
| TRUSTEE | $0 | $264,898 | $0 | $0 | $0 | $11,882 | $0 | $27,549 | $0 | $13,444 | $0 | $317,773 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or Social Club Dues/Fees | Schedule J, Part I, line 1a THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. |
| COMPENSATION OF TOP MANAGEMENT OFFICIALS | SCHEDULE J, PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION WAS REVIEWED AND APPROVED BY A COMMITTEE PER THE POLICIES OF THE DEPARTMENT OF HUMAN RESOURCES OF GEORGE MASON UNIVERSITY. INDIVIDUALS ON THE COMMITTEE INCLUDE THE UNIVERSITY PRESIDENT, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CHIEF OF STAFF, AND VICE PRESIDENT OF HUMAN RESOURCES AND PAYROLL. SALARY INFORMATION INCLUDING THE PREVIOUS INCUMBENT'S COMPENSATION, COMPENSATION OF THE SAME POSITION AT THE OTHER VIRGINIA DOCTORAL INSTITUTIONS, AS WELL AS SALARY SURVEY DATA OF GEORGE MASON UNIVERSITY'S PEER INSTITUTIONS AND COMPARABLE DC AREA UNIVERSITIES WAS REVIEWED TO DETERMINE REASONABLENESS OF SALARY. OTHER KEY EMPLOYEES' COMPENSATION IS REVIEWED AND APPROVED BY THE UNIVERSITY'S EQUITY OFFICE AND HUMAN RESOURCES COMPENSATION TEAM TO DETERMINE EQUITY THROUGHOUT THE UNIVERSITY, OTHER STATE AGENCIES, AND THE MARKETPLACE. |
| Deferred Compensation | Schedule J, Part II, column C A deferral of $107,000 was made to Dr. Cabrerra's Section 415(m) plan as part of his total compensation. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| Fairfax county economic development authority | ||||||||
| A | 911910090 | 2017-12-21 | $16,795,000 | see part VI | false | false | false | |
| Fairfax county economic development authority | ||||||||
| B | 911910090 | 2018-05-18 | $30,395,000 | see part vi | false | false | false | |
| IDA OF THE COUNTY OF PRINCE WILLIAM | ||||||||
| C | 521325659 | 2011-08-11 | $14,754,439 | see part vi | false | false | false | 74176GAG2 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $16,795,000 | $0 | $0 | $0 | $197,500 | $0 | $0 | $0 | $16,597,500 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $30,395,000 | $0 | $0 | $0 | $248,115 | $0 | $0 | $30,146,885 | $0 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $14,754,539 | $0 | $1,228,814 | $0 | $196,366 | $0 | $3,738 | $13,325,621 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | Yes (true) | ||
| B | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | Yes (true) | Yes (true) | 0.00000 |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN F, LINE A | REFUND OF $16,597,000 OF ISSUE DATED 5/30/2013. |
| PART I, COLUMN F, LINE B | REFUND OF $28,243,403 OF ISSUE DATED 4/21/2010. |
| PART I, COLUMN F, LINE C | FINANCING FOR BUILDINGS AND STRUCTURES. |
| PART II, COLUMN C, LINE 9 | UNEXPECTED SALE PROCEEDS DUE TO COST SAVINGS ON THE PROJECT WERE USED TO PAY INTEREST EXPENSES OF $3,738. |
| PART IV, COLUMN A, LINE 2C | REBATE CALCULATION WAS PERFORMED ON DECEMBER 21, 2017. PART IV, COLUMN B, LINE 2C REBATE CALCULATION WAS PERFORMED ON APRIL 21, 2015. PART IV, COLUMN C, LINE 2C REBATE CALCULATION WAS PERFORMED ON AUGUST 1, 2016. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $62,032 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appr, comp sales | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $439,497 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market sales | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | musical instruments | 1 | $4,000 | Appr, comp sales |
| Yes (X) | musical collection | 1 | $151,765 | Appr, comp sales |
| Yes (X) | electronics | 1 | $2,373 | Appr, comp sales |
| Yes (X) | event supplies | 3 | $5,195 | Appr, comp sales |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL INFORMATION | FORM 990, LINE J WEBSITE: https://giving.gmu.edu/foundation/ |
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 AND FORM 990, PART III, LINE 1 THE GEORGE MASON UNIVERSITY FOUNDATION, INC. WAS ESTABLISHED IN 1966 TO RECEIVE, MANAGE, INVEST, AND ADMINISTER PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY, INCLUDING ENDOWMENT AND REAL PROPERTY. ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, LINE 4 The Foundation's Articles of Incorporation and Bylaws were updated for organizational clarity, including a change in officer titles as well as some additional related administrative clarifications. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B EACH YEAR, A COPY OF GEORGE MASON UNIVERSITY FOUNDATION, INC.'S IRS FORM 990 IS PROVIDED TO ALL OFFICERS, TRUSTEES, AND SENIOR MANAGEMENT OFFICIALS. DURING THE WINTER AUDIT COMMITTEE MEETING, THE 990 IS REVIEWED WITH THE FOUNDATION'S TAX PREPARER. AFTER THE AUDIT COMMITTEE HAS APPROVED THE 990, IT IS FORWARDED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. AFTER THE EXECUTIVE COMMITTEE HAS APPROVED THE 990, IT IS PRESENTED TO THE FULL BOARD, AND AFTER ACCEPTANCE, IS FILED WITH THE IRS. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, LINE 12C ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES OF THE GEORGE MASON UNIVERSITY FOUNDATION, INC., ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTERESTS. INDIVIDUALS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORMS FOR REVIEW. THE FOUNDATION INFORMS THE BOARD CHAIR AND COMMITTEE CHAIRS OF ANY POTENTIAL CONFLICTS. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS REGARDING THE RELEVANT TRANSACTION. AT EACH COMMITTEE AND FULL BOARD MEETING, AN AGENDA ITEM IS THE IDENTIFICATION OF ANY CONFLICTS WITH ITEMS ON THE AGENDA. ANY CONFLICTS NOTED BY TRUSTEES ARE DOCUMENTED IN THE MINUTES FOR EACH MEETING. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15A & 15B THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION WAS REVIEWED AND APPROVED BY A COMMITTEE PER THE POLICIES OF THE DEPARTMENT OF HUMAN RESOURCES OF GEORGE MASON UNIVERSITY. INDIVIDUALS ON THE COMMITTEE INCLUDE THE UNIVERSITY PRESIDENT, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CHIEF OF STAFF, AND VICE PRESIDENT OF HUMAN RESOURCES AND PAYROLL. SALARY INFORMATION INCLUDING THE PREVIOUS INCUMBENT'S COMPENSATION, COMPENSATION OF THE SAME POSITION AT THE OTHER VIRGINIA DOCTORAL INSTITUTIONS, AS WELL AS SALARY SURVEY DATA OF GEORGE MASON UNIVERSITY'S PEER INSTITUTIONS AND COMPARABLE DC AREA UNIVERSITIES WAS REVIEWED TO DETERMINE REASONABLENESS OF SALARY. Employees of the George Mason University Foundation are compensated by George Mason University, a related organization. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 AT HTTP://FASTERFARTHER.GMU.EDU/GEORGE-MASON-UNIVERSITY-FOUNDATION-INC/, GEORGE MASON UNIVERSITY FOUNDATION, INC.'S ARTICLES OF INCORPORATION, BYLAWS, CODE OF ETHICS STATEMENT, CONFLICT OF INTEREST POLICIES, AUDITED FINANCIAL STATEMENTS, IRS FORMS 990 AND 990-T AND IRS DETERMINATION LETTER ARE PUBLISHED. INDIVIDUALS CAN REQUEST COPIES OF ANY OF THE ABOVE DOCUMENTS AS WELL AS GEORGE MASON UNIVERSITY FOUNDATION, INC.'S FORM 1023. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 SPLIT INTEREST AGREEMENTS, CHANGE IN VALUE 431,082 UNREALIZED GAIN ON DERIVATIVES 1,613,943 INCOME TAX Expense (1,099,807) LOSS ON DEFEASANCE (143,922) ----------- TOTAL 801,296 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| GMUF Arlington Campus LLC | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 542010573 | real estate | VA | $8,740,352 | $62,747,061 | GMUF |
| GMUF Mason Administration LLC | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 270937708 | real estate | VA | $2,846,832 | $30,002,967 | GMUF |
| GMUF Prince William Housing LLC | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 452918081 | real estate | VA | $1,012,785 | $16,840,849 | GMUF |
| GMUF Prince WillIam Life Sciences Lab | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 452918190 | real estate | VA | $1,923,641 | $31,505,664 | GMUF |
| GMUF Commerce Buildings LLC | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 462592279 | real estate | VA | $450,191 | $4,928,556 | GMUF |
| GMUF Potomac Heights LLC | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 823534994 | real estate | VA | -$2,651,466 | $14,496,986 | GMUF |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George Mason University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 University Drive | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540836354 | EIN |
| Primary Activities | Education | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ch Henry Smith Jr Char Rem Unitrust | ||||||||||||
| 4400 University drive msn 1a3 | Fairfax | VA | 220304444 | 546448320 | Annuity Trust | VA | GMUF | Trust | $4,396 | $39,148 | 0.53400 | Yes (true) |
| Charles & Shirley Joyce Char Rem Trust | ||||||||||||
| 4400 university drive msn 1a3 | fairfax | VA | 220304444 | Annuity Trust | VA | GMUF | Trust | $8,730 | $116,632 | 0.57600 | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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