THE GEORGE AND BARBARA BUSH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE AND BARBARA BUSH FOUNDATION (EIN 76-0345781)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202512969349300416
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T08:35:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760345781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND BARBARA BUSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 7132204200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS STREET 4200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI LACY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7132204200 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2025-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & BARBARA BUSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRI LACY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS STREET 4200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,490,182 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GEORGEANDBARBARABUSH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE GEORGE & BARBARA BUSH FOUNDATION STRIVES TO PRESERVE THE HISTORIC LEGACIES OF PRESIDENT AND MRS. GEORGE H.W. BUSH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 135 | TotalVolunteersCnt |
| Total Gross UBI | $317,299 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,438 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,677,860 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,240,116 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $739,652 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,221,301 | CYInvestmentIncomeAmt |
| PY Other Revenue | $361,492 | PYOtherRevenueAmt |
| CY Other Revenue | $531,624 | CYOtherRevenueAmt |
| PY Total Revenue | $12,779,004 | PYTotalRevenueAmt |
| CY Total Revenue | $16,993,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,289,082 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,993,518 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,977,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,301,367 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $192,919 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,395,931 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,475,945 | PYOtherExpensesAmt |
| CY Other Expenses | $7,390,116 | CYOtherExpensesAmt |
| PY Total Expenses | $8,742,841 | PYTotalExpensesAmt |
| CY Total Expenses | $11,877,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,036,163 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,115,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $131,167,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,044,342 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,116,220 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,007,595 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,050,795 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,036,747 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,069,451 | ExpenseAmt |
| Grant | $1,859,518 | GrantAmt |
| Desc | GEORGE BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE:THE SCHOOL IS ONE OF THE LEADING PUBLIC AND INTERNATIONAL AFFAIRS GRADUATE SCHOOLS IN THE NATION. ONE OF THE 16 SCHOOLS AND COLLEGES WITHIN TEXAS A&M UNIVERSITY, THE SCHOOL OFFERS BOTH BACHELOR'S AND MASTER'S LEVEL EDUCATION FOR STUDENTS WANTING CAREERS IN PUBLIC SERVICE. THE SCHOOL IS STILL RANKED IN THE TOP 12 PERCENT OF THE GRADUATE PUBLIC AFFAIRS SCHOOLS IN THE NATION. THE SCHOOL'S PHILOSOPHY IS BASED ON THE BELIEF OF ITS FOUNDER, GEORGE H.W. BUSH, THAT PUBLIC SERVICE IS A NOBLE CALLING, A BELIEF THAT CONTINUES TO SHAPE ALL ASPECTS OF THE CURRICULUM, RESEARCH, AND STUDENT EXPERIENCE. THERE ARE THREE ELEMENTS THAT FORM ALL ACTIVITIES AT THE SCHOOL. FIRST IS THE CULTIVATION OF PRINCIPLED LEADERS. SECOND, THE SCHOOL RECOGNIZES THE VITAL IMPORTANCE OF THE RESEARCH CONDUCTED BY ITS FACULTY AND RESEARCH INSTITUTES. THIRD, THE SCHOOL HAS AS ONE OF ITS CORNERSTONES THE IDEA OF GIVING BACK TO THE COMMUNITY THROUGH PUBLIC SERVICE. AN IMPORTANT PART OF THE BUSH SCHOOL EXPERIENCE IS THE OPPORTUNITY TO ENGAGE IN PUBLIC SERVICE OUTSIDE THE CLASSROOM, INCLUDING A SUMMER INTERNSHIP AND STUDENT-LED PUBLIC SERVICE PROJECTS THAT ENABLE STUDENTS TO APPLY WHAT THEY LEARN IN EXTERNAL SETTINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $978,183 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | INTERACTIVE LEARNING PROGRAMS: THE FOUNDATION PROVIDES A DYNAMIC LEARNING ENVIRONMENT. THROUGH ITS PROGRAMS AND LECTURES, THE PUBLIC IS ABLE TO EXPERIENCE INSIGHT INTO THE COMPLEX DYNAMICS OF DIPLOMACY AND DOMESTIC POLICY MAKING, AND HOW THE OFFICES AND THE INDIVIDUALS SERVING THE PEOPLE PERFORM THEIR DUTIES. THE LIBRARY AND MUSEUM INFORM AND ENRICH LEARNING FOR ALL AGES REGARDING U.S. HISTORY, THE ROLE OF THE PRESIDENCY WITH SPECIAL FOCUS ON THE ADMINISTRATION OF GEORGE H.W. BUSH, AND ENHANCE THE LEARNING ENVIRONMENT THROUGH THE SUPPORT OF LITERACY AND EDUCATION PROGRAMS. ALL OF THE EDUCATION PROGRAMS ARE PROVIDED TO SCHOOL GROUPS FREE OF CHARGE BOTH ON SITE AND THROUGH DISTANCE LEARNING. STORIES ARE DRAMATICALLY TOLD ABOUT AMERICAN AND TEXAS HISTORY BRINGING PAST EVENTS ALIVE AND PROVIDING BENEFICIAL LEARNING EXPERIENCES FOR ALL AGES. THE BUSH LIBRARY AND MUSEUM OFFERS FREE PRESENTATIONS AT THE MUSEUM OR AS OUTREACH PROGRAMS AND ONLINE APPLICATIONS TO AREA SCHOOLS ON A WIDE VARIETY OF TOPICS. AT THE MUSEUM OR AT THE SCHOOL, CUSTOM-DESIGNED STORYTELLING PROGRAMS MEET THE NEEDS OF STUDENTS. THE MUSEUM'S CORE EXHIBITS REVEAL THE UNIQUE INFLUENCES AND CHALLENGES THAT SHAPED GEORGE BUSH'S LIFE AND PRESIDENCY, AND FREQUENTLY CHANGING TEMPORARY EXHIBITS PRESENT VISITORS NEW AND INTERESTING PERSPECTIVES ON PRESIDENT BUSH, HIS LIFE AND WORK. SEE A WORLD WAR II AVENGER TORPEDO BOMBER, A 1947 STUDEBAKER, A SLAB OF THE BERLIN WALL, AND PRECISE REPLICAS OF PRESIDENT BUSH'S CAMP DAVID AND SITUATION ROOM. VISITORS CAN HAVE THEIR PICTURE MADE WHILE SEATED AT THE DESK IN THE REPLICA OVAL OFFICE. IN ADDITION, A SPECIAL SECTION IS DEDICATED TO FIRST LADY BARBARA BUSH AND HER EFFORTS ON BEHALF OF LITERACY, AIDS AWARENESS AND PREVENTION, AND VOLUNTEERISM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,000 | ExpenseAmt |
| Grant | $134,000 | GrantAmt |
| Desc | THE FOUNDATION AWARDS SCHOLARSHIPS IN HONOR OF PRESIDENT AND MRS. BUSH AND THEIR COMMITMENT TO PUBLIC SERVICE AND EDUCATION. SOME OF THE SCHOLARSHIPS INCLUDE THE USS GEORGE H.W. BUSH (CVN 77) SCHOLARSHIP FOR CREW OR FAMILY MEMBERS OF THE SHIP, THE GEORGE BUSH HIGH SCHOOL PUBLIC SERVICE SCHOLARSHIP THAT RECOGNIZES HIGH SCHOOL SENIORS IN THE BRYAN-COLLEGE STATION SCHOOL DISTRICTS FOR THEIR COMMUNITY SERVICE, AND SEVERAL SCHOLARSHIPS THAT SUPPORT THE ACADEMIC ACTIVITIES OF A STUDENT AT THE BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE. ADDITIONALLY, THE FOUNDATION GIVES TO THE MAYS BUSINESS SCHOOL PHILANTHROPY PROGRAM AT TEXAS A&M UNIVERSITY TO PROVIDE FOR LOCAL AREA COMMUNITY ORGANIZATIONS. ELIGIBLE RECIPIENTS ARE NON-PROFIT ORGANIZATIONS BASED IN THE BRAZOS VALLEY OR A TEXAS A&M UNIVERSITY RECOGNIZED STUDENT ORGANIZATION. THE FOUNDATION PROVIDES ANNUAL TRAVEL SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS FROM EACH OF THE ACADEMIC COLLEGES AT TEXAS A&M UNIVERSITY FOR VARIOUS EDUCATIONAL OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,342,907 | ExpenseAmt |
| Desc | FOUNDATION EVENTS, LECTURE SERIES, AND HISTORIC DOCUMENTATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,342,907 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,524,541 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | 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 | 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 | MO | 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 | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | 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 | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | 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 |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS TERRI LACY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132204200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS STREET 4200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALEXANDER HAP ELLIS III | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES W CICCONI | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRI LACY | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEAN BECKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY BUSH KOCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARVIN BUSH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL BUSH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M GATES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM LEBLOND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK D MCCLURE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW H CARD JR | |||||||
| CEO/DIRECTOR BEGAN 01/2024 | 40.00 | Yes (X) | Yes (X) | $400,000 | $0 | $26,600 | |
| MADISON HILLIN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $150,458 | $0 | $39,526 | ||
| HUTTON HIGGINS | |||||||
| SR. DIR. COMM. & EXTERNAL RELATIONS | 40.00 | $161,074 | $0 | $24,946 | Yes (X) | ||
| STEPHANIE LINDER | |||||||
| SR. DIR. DEVELOPMENT | 40.00 | $149,866 | $0 | $23,225 | Yes (X) | ||
| SARAH FARRELL | |||||||
| DIR. EVENTS & PROGRAMMING | 40.00 | $118,023 | $0 | $41,460 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $979,421 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $155,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| MANHATTAN CONSTRUCTION COMPANY | |||||
| 13998 DIPLOMAT DRIVE | FARMERS BRANCH | TX | 75234 | CONSTRUCTION | $10,669,235 |
| SHOWTECH LLC | |||||
| 1033 HIGHWAY 92 S | DANDRIDGE | TN | 37725 | VISUAL PRODUCTION | $565,905 |
| THE POST OAK HOTEL AT UPTOWN HOUSTON | |||||
| 1600 WEST LOOP SOUTH | HOUSTON | TX | 77027 | HOTEL, EVENT AND CATERING SERVICES | $310,993 |
| IRONWOOD FABRICATION | |||||
| 1514 FLOWER STREET | GLENDALE | CA | 91201 | EXHIBIT FABRICATION | $283,406 |
| RLK CO LLC | |||||
| 709 N FM 1187 SUITE 800 | ALEDO | TX | 76008 | ENTERTAINMENT EVENT PRODUCTION | $265,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $260,106 | MembershipDuesAmt |
| Fundraising | $92,591 | FundraisingAmt |
| All Other Contributions | $12,887,419 | AllOtherContributionsAmt |
| Noncash Contributions | $14,394 | NoncashContributionsAmt |
| Total Contributions | $13,240,116 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $804,306 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $22,805 | UnrelatedBusinessRevenueAmt |
| Exclusion | $781,501 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,079 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,421 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,421 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,783 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,204 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,269,260 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,852,265 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,416,995 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,416,995 | TotalRevenueColumnAmt |
| Exclusion | $2,416,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $601,931 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $92,591 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $380,394 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,537 | TotalRevenueColumnAmt |
| Exclusion | $221,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $539,680 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $243,403 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,277 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $296,277 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLAENOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,389 | TotalRevenueColumnAmt |
| Exclusion | $8,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,389 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,993,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $317,299 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,435,626 | 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 | $1,899,518 | TotalAmt |
| Program Services | $1,899,518 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,000 | TotalAmt |
| Program Services | $94,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,985 | TotalAmt |
| Program Services | $60,512 | ProgramServicesAmt |
| Management And General | $77,959 | ManagementAndGeneralAmt |
| Fundraising | $51,514 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,600 | TotalAmt |
| Program Services | $135,877 | ProgramServicesAmt |
| Management And General | $175,052 | ManagementAndGeneralAmt |
| Fundraising | $115,671 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291,581 | TotalAmt |
| Program Services | $408,076 | ProgramServicesAmt |
| Management And General | $529,645 | ManagementAndGeneralAmt |
| Fundraising | $353,860 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,561 | TotalAmt |
| Program Services | $81,733 | ProgramServicesAmt |
| Management And General | $106,036 | ManagementAndGeneralAmt |
| Fundraising | $70,792 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,640 | TotalAmt |
| Program Services | $41,280 | ProgramServicesAmt |
| Management And General | $55,100 | ManagementAndGeneralAmt |
| Fundraising | $38,260 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,683 | TotalAmt |
| Management And General | $38,683 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,614 | TotalAmt |
| Management And General | $98,614 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,919 | TotalAmt |
| Fundraising | $192,919 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,243 | TotalAmt |
| Management And General | $155,243 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,377 | TotalAmt |
| Program Services | $432,502 | ProgramServicesAmt |
| Management And General | $250,875 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,814 | TotalAmt |
| Program Services | $92,852 | ProgramServicesAmt |
| Management And General | $3,874 | ManagementAndGeneralAmt |
| Fundraising | $88 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,208 | TotalAmt |
| Program Services | $6,163 | ProgramServicesAmt |
| Management And General | $68,547 | ManagementAndGeneralAmt |
| Fundraising | $3,498 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,648 | TotalAmt |
| Program Services | $52,050 | ProgramServicesAmt |
| Management And General | $127,598 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,050 | TotalAmt |
| Program Services | $29,508 | ProgramServicesAmt |
| Management And General | $6,120 | ManagementAndGeneralAmt |
| Fundraising | $422 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,791,670 | TotalAmt |
| Management And General | $1,791,670 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,344 | TotalAmt |
| Management And General | $46,344 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,388 | TotalAmt |
| Management And General | $97,388 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAXES | $1,586 | $1,586 | ||
| OTHER PROGRAM EXPENSE | $2,646,795 | $2,145,723 | $501,072 | |
| LIBRARY EXHIBIT EXPENSE | $978,182 | $978,182 | ||
| REPAIRS AND MAINTENANCE | $156,540 | $156,540 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,974 | TotalAmt |
| Program Services | $66,565 | ProgramServicesAmt |
| Management And General | $170,574 | ManagementAndGeneralAmt |
| Fundraising | $67,835 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,877,920 | TotalAmt |
| Program Services | $6,524,541 | ProgramServicesAmt |
| Management And General | $3,957,448 | ManagementAndGeneralAmt |
| Fundraising | $1,395,931 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $964,742 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,418,072 | BOYAmt |
| EOY | $7,260,427 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,209,138 | BOYAmt |
| EOY | $3,454,299 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,911 | BOYAmt |
| EOY | $111,042 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,923 | BOYAmt |
| EOY | $168,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,810,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,613,036 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,257,364 | BOYAmt |
| EOY | $197,957 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,007,343 | BOYAmt |
| EOY | $75,665,361 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $24,622,046 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,264 | BOYAmt |
| EOY | $36,599,718 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,167,015 | BOYAmt |
| EOY | $149,044,342 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,200 | BOYAmt |
| EOY | $2,313,422 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,471 | BOYAmt |
| EOY | $441,363 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500,000 | BOYAmt |
| EOY | $28,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,517,549 | BOYAmt |
| EOY | $33,752,810 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,116,220 | BOYAmt |
| EOY | $65,007,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,102,178 | BOYAmt |
| EOY | $11,978,472 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,948,617 | BOYAmt |
| EOY | $72,058,275 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,050,795 | BOYAmt |
| EOY | $84,036,747 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,167,015 | BOYAmt |
| EOY | $149,044,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,115,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,452,331 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $418,500 | 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 | $3,625,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,101,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,603,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,677,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,240,116 | CurrentTaxYearAmt |
| Total | $35,248,800 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,625,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,101,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,603,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,677,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,240,116 | CurrentTaxYearAmt |
| Total | $35,248,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,433,989 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,814,811 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $557,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $740,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $801,577 | CurrentTaxYearAmt |
| Total | $3,201,470 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,438 | CurrentTaxYearAmt |
| Total | $47,873 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,389 | CurrentTaxYearAmt |
| Total | $172,699 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,670,842 | TotalSupportAmt |
| Public Support CY170 | 0.66760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $104,286 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,138,378 | BeginningYearBalanceAmt |
| Contributions | $84,360 | ContributionsAmt |
| Investment Earnings Or Losses | $6,060,675 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,183,495 | AdministrativeExpensesAmt |
| End Year Balance | $58,099,918 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,164,107 | BeginningYearBalanceAmt |
| Contributions | $110,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,831,260 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $966,989 | AdministrativeExpensesAmt |
| End Year Balance | $54,138,378 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,775,507 | BeginningYearBalanceAmt |
| Contributions | $122,880 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,367,458 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $366,822 | AdministrativeExpensesAmt |
| End Year Balance | $50,164,107 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,479,409 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,568,224 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $372,126 | AdministrativeExpensesAmt |
| End Year Balance | $57,775,507 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,188,807 | BeginningYearBalanceAmt |
| Contributions | $25,970 | ContributionsAmt |
| Investment Earnings Or Losses | $5,521,611 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $256,979 | AdministrativeExpensesAmt |
| End Year Balance | $48,479,409 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $853,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $722,023 | DepreciationAmt |
| Book Value | $131,485 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $957,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $891,013 | DepreciationAmt |
| Book Value | $66,472 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $197,957 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $24,622,046 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,622,046 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ARTWORK | $104,287 |
| PREPAID TAX EXPENSE | $5,977 |
| RESTRICTED PROPERTY AND EQUIPMENT | $36,489,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,599,718 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY OBLIGATIONS | Desc |
| Amt | $33,752,810 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,752,810 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,141,702 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,452,331 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $31,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $819,973 | OtherRevenueAmt |
| Revenue Not Reported | $5,303,904 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,837,798 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $155,243 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $155,243 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,993,041 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,155,750 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $31,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $401,473 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $433,073 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,722,677 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $155,243 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $155,243 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,877,920 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE PURPOSE OF THE FOUNDATION IS TO ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY AND TO HOUSE AND PRESERVE THE DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS AND ARTIFACTS RELATED TO THE CAREER OF PRESIDENT GEORGE H. W. BUSH AS WELL AS OTHER OBJECTS OR MATERIALS RELATED TO THE PAPERS OR EVENTS OF THE OFFICIAL AND PERSONAL LIFE OF PRESIDENT BUSH THAT HAVE HISTORICAL OR COMMEMORATIVE VALUE. |
| PART III, LINE 4: | THE FOUNDATION FUNDS AND MAINTAINS THE GEORGE BUSH PRESIDENTIAL LIBRARY AND MUSEUM WHICH IS A PRESIDENTIAL ARCHIVAL DEPOSITORY THAT HOUSES AND PRESERVES THE BOOKS, CORRESPONDENCE, DOCUMENTS, PAPERS, PICTURES AND PHOTOGRAPHS OF PRESIDENT BUSH AS WELL AS OTHER OBJECTS AND MATERIALS RELATED TO THE OFFICIAL AND PERSONAL LIFE OF PRESIDENT BUSH THAT HAVE HISTORIC OR COMMEMORATIVE VALUE. THE DEPOSITORY COLLECTION IS DISPLAYED TO ENHANCE EDUCATIONAL PROGRAMS AT THE LIBRARY AND THE GEORGE BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE. |
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO MAINTAIN, OPERATE, PROTECT, ENHANCE AND IMPROVE THE OPERATIONAL AND EDUCATIONAL PROGRAMS OF THE GEORGE H.W. BUSH PRESIDENTIAL CENTER WHICH IS COMPRISED OF THE GEORGE & BARBARA BUSH FOUNDATION, THE GEORGE H.W. BUSH PRESIDENTIAL LIBRARY AND MUSEUM, AND THE BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE RELATED TO THE FOUNDATION; HOWEVER, SHOULD THE FOUNDATION ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. THE OPERATIONS OF THE MUSEUM GIFT SHOP ARE TAXABLE. THE FOUNDATION HAS DEEMED ANY FEDERAL INCOME TAX RELATED TO UNRELATED BUSINESS INCOME TO BE IMMATERIAL FOR 2024 AND 2023. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS ARE RECOGNIZED AS COMPONENTS OF FEDERAL INCOME TAX EXPENSE. THE FOUNDATION DID NOT HAVE ANY INTEREST OR PENALTIES WITH REGARD TO UNCERTAIN TAX POSITIONS DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE FOUNDATION FOLLOWS ASC 450, CONTINGENCIES FOR UNCERTAINTY IN INCOME TAXES. IN ACCORDANCE WITH THAT GUIDANCE, MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BOOK TO TAX DIFFERENCE ON NONCASH CONTRIBUTION 435,000. FUNDRAISING EXPENSES 380,394. PAVILION NET RENTAL INCOME 4,579. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 380,394. PAVILION RENTAL EXPENSES 21,079. |
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 | ALLEGIANCE GROUP PURSUANT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4840 AMBER VALLEY PKWY S STE C | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $392,506 | GrossReceiptsAmt |
| Retained By Contractor | $192,919 | RetainedByContractorAmt |
| Net To Organization | $199,587 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $392,506 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $192,919 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $199,587 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | 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 | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENTIAL SALUTE DINNER | Event1Nm |
| Gross Receipts Event1 | $694,522 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $92,591 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $601,931 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $131,153 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $99,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $97,610 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $52,631 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $694,522 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,591 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $601,931 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $131,153 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $99,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $97,610 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,631 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $380,394 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $221,537 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING STATES DO NOT REQUIRE FINANCIAL REPORTING OR HAVE DETERMINED THAT THE FOUNDATION IS EXEMPT FROM REGISTERING: AZ, DE, FL, ID, IA, IN, LA, MT, NE, NV, SD, TX, VT, WY | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BUSH SCHOOL OF GOVERNMENT & PUBLIC SERVICE | ||||||||
| 4220 TAMU | COLLEGE STATION | TX | 77843 | 746000531 | 501(C)(3) | $1,859,518 | $0 | SCHOLARSHIPS |
| TEXAS A&M UNIVERSITY | ||||||||
| 1118 TAMU | COLLEGE STATION | TX | 77843 | 745000531 | 170(C)(1) | $40,000 | $0 | TRAVEL GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| OTHER SCHOLARSHIPS | 5 | $55,500 | $0 |
| BTU SCHOLARSHIP PROGRAM | 11 | $38,500 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. SCHOLARSHIPS AND GRANTS ARE PAID DIRECTLY TO THE SCHOOL OR ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW H CARD JR | ||||||||||||||
| CEO/DIRECTOR BEGAN 01/2024 | $400,000 | $0 | $0 | $0 | $0 | $0 | $26,600 | $0 | $0 | $0 | $426,600 | $0 | $0 | $0 |
| MADISON HILLIN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $149,738 | $0 | $0 | $0 | $720 | $0 | $13,614 | $0 | $25,912 | $0 | $189,984 | $0 | $0 | $0 |
| HUTTON HIGGINS | ||||||||||||||
| SR. DIR. COMM. & EXTERNAL RELATIONS | $161,054 | $0 | $0 | $0 | $20 | $0 | $13,318 | $0 | $11,628 | $0 | $186,020 | $0 | $0 | $0 |
| STEPHANIE LINDER | ||||||||||||||
| SR. DIR. DEVELOPMENT | $149,146 | $0 | $0 | $0 | $720 | $0 | $11,957 | $0 | $11,268 | $0 | $173,091 | $0 | $0 | $0 |
| SARAH FARRELL | ||||||||||||||
| DIR. EVENTS & PROGRAMMING | $117,063 | $0 | $0 | $0 | $960 | $0 | $10,852 | $0 | $30,608 | $0 | $159,483 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTON ANDREWS KURTH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $88,683 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | TERRI LACY, A CURRENT OFFICER, IS A PARTNER AT HUNTON, ANDREWS, KURTH LLP, WHICH PROVIDES LEGAL AND CONSULTING SERVICES TO THE GEORGE AND BARBARA BUSH FOUNDATION. SUCH SERVICES ARE PERFORMED BY INDIVIDUALS OTHER THAN MS. LACY.MS. LACY DOES NOT DIRECTLY OR INDIRECTLY CONTROL 35% OR MORE OF HUNTON, ANDREWS, KURTH LLP, HOWEVER, THE ORGANIZATION DESIRES TO DISCLOSE THIS RELATIONSHIP. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, MISSION: | THE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORIC LEGACY OF PRESIDENT GEORGE H. W. BUSH BY PROVIDING PROGRAMS AND FINANCIAL SUPPORT TO THE PRESIDENTIAL LIBRARY CENTER, AND ALSO TO SPONSOR EXHIBITS, LECTURES, AND CONFERENCES TO CREATE A DYNAMIC LEARNING ENVIRONMENT. THROUGH ITS FUNDRAISING EFFORTS, THE FOUNDATION SOLICITED AND ACCEPTED FUNDS THAT ENDOWED THE GEORGE BUSH PRESIDENTIAL LIBRARY, A PRESIDENTIAL ARCHIVAL DEPOSITORY THAT HOUSES AND PRESERVES THE BOOKS, CORRESPONDENCE, DOCUMENTS, PAPERS, PICTURES AND PHOTOGRAPHS OF PRESIDENT BUSH AS WELL AS OTHER OBJECTS AND MATERIALS RELATED TO THE OFFICIAL OR PERSONAL LIFE OF PRESIDENT BUSH THAT HAVE HISTORICAL OR COMMEMORATIVE VALUE. A PORTION OF THE FUNDS RAISED BY THE FOUNDATION WERE USED BY THE FEDERAL GOVERNMENT AS AN ENDOWMENT TO MAINTAIN, OPERATE, PROTECT AND IMPROVE THE LIBRARY AND A PORTION IS USED BY THE FOUNDATION AS AN ENDOWMENT, THE PRINCIPAL PURPOSE OF WHICH IS TO ENHANCE EDUCATIONAL PROGRAMS FOR THE LIBRARY AND THE GEORGE BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE. UNDER THE TERMS OF THE PRESIDENTIAL LIBRARIES ACT AMENDMENT OF 1986, A BUILDING ENDOWMENT EQUAL TO 20% OF THE CONSTRUCTION AND LAND COST OF THE LIBRARY BUILDING MUST BE TURNED OVER TO THE NATIONAL ARCHIVES BEFORE THEY CAN ACCEPT THE BUILDING TO OCCUPY AND OPERATE AS A FEDERAL FACILITY. THOSE TERMS WERE MET ON NOVEMBER 4, 1997, WHEN THE FOUNDATION TRANSFERRED FUNDS IN THE AMOUNT OF $4,477,233 TO THE ARCHIVIST OF THE UNITED STATES. ON NOVEMBER 6, 1997, THE BUILDING AND FURNISHINGS, INCLUDING EXHIBITS, WERE ALSO TRANSFERRED TO THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | ALEXANDER "HAP" ELLIS, III (PRESIDENT/DIRECTOR), SAM LEBLOND (DIRECTOR), DOROTHY BUSH KOCH (DIRECTOR), MARVIN BUSH (DIRECTOR) AND NEIL BUSH (DIRECTOR) ARE RELATED FAMILY MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO MANAGEMENT AND THE SECRETARY/TREASURER WHO REVIEWS THE FORM FOR ACCURACY AND COMPLETENESS. A COMPLETE COPY IS THEN PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PERIODIC REVIEWS ARE CONDUCTED AND INCLUDE, AT A MINIMUM, WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. THE REVIEW ALSO INCLUDES WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, AND ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN EXCESS BENEFIT TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION IS DETERMINED USING COMPARABLE DATA AND EVALUATED FOR REASONABLENESS. THE ORGANIZATION'S INDEPENDENT BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS. THE BASIS FOR THE BOARD'S DETERMINATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE IN THE FOUNDATION OFFICES TO ANYONE WHO REQUESTS TO SEE THEM. |
| FORM 990, PART IX - EXPENSES: | VARIOUS EXPENSE CATEGORIES INCLUDED IN THE STATEMENT OF FUNCTIONAL EXPENSES INCLUDE AMOUNTS WHICH ARE REIMBURSED BY TEXAS A&M UNIVERSITY. THE TOTAL REIMBURSEMENT RECEIVED IN 2024 FOR THE CURRENT YEAR EXPENSES WAS $1,948,748. THIS AMOUNT IS INCLUDED IN THE TOTAL CONTRIBUTION FROM TEXAS A&M AS REPORTED ON SCHEDULE B. |
| FORM 990, PART XI, LINE 9: | BOOK TO TAX DIFFERENCE ON NONCASH CONTRIBUTION 435,000. BOOK TO TAX DIFFERENCE ON PAVILION RENTAL INCOME -16,500. |
| FORM 990, PART V, LINE 2A, NUMBER OF EMPLOYEES: | ALL PAYROLL IS PROCESSED THROUGH TEXAS A&M UNIVERSITY. THE FOUNDATION IS BILLED FOR THE COST OF SALARIES AND BENEFITS EACH MONTH FOR CERTAIN EMPLOYEES OF THE UNIVERSITY THAT PROVIDE SERVICES TO THE FOUNDATION. |
Comments