2014-05-12T09:55:19-05:00 2013-06-30 PricewaterhouseCoopers LLP 1301 K STREET NW SUITE 800W WASHINGTON DC 20005 990 2012-07-01 530196584 The George Washington University % SHARON HEINLE AVP COMPTLR GEOR 7037268324 TAX DEPT 45155 RESEARCH PLACE Suite 160 ASHBURN VA 201474198 DAVID LAWLOR 7037268324 2014-05-01 true 2024141000 2012 2015-11-30 17:44:51Z STEVEN KNAPP 2121 EYE ST NW 801 WASHINGTON DC 20052 1652712215 false X WWW.GWU.EDU X 1821 DC EDUCATION AND RESEARCH - SEE MISSION STATEMENT IN ATT. 1 ON SCH O 37 36 15386 5000 11916603 80014552 70589630 1110409246 1170406465 22618400 34335224 32720049 31182081 1245762247 1306513400 277485174 294921019 0 0 574102279 612758288 673685 797839 28309790 399885141 424043708 1252146279 1332520854 -6384032 -26007454 3484155828 3545345140 1653006543 1655182744 1831149285 1890162396 X THE GEORGE WASHINGTON UNIVERSITY, AN INDEPENDENT ACADEMIC INSTITUTION CHARTERED BY THE CONGRESS OF THE UNITED STATES IN 1821, DEDICATES ITSELF TO FURTHERING HUMAN WELL-BEING. THE UNIVERSITY VALUES A DYNAMIC, STUDENT-FOCUSED COMMUNITY STIMULATED BY CULTURAL AND INTELLECTUAL DIVERSITY AND BUILT UPON A FOUNDATION OF INTEGRITY, CREATIVITY, AND OPENNESS TO THE EXPLORATION OF NEW IDEAS. THE GEORGE WASHINGTON UNIVERSITY, CENTERED IN THE NATIONAL AND INTERNATIONAL CROSSROADS OF WASHINGTON, D.C., COMMITS ITSELF TO EXCELLENCE IN THE CREATION, DISSEMINATION, AND APPLICATION OF KNOWLEDGE. TO PROMOTE THE PROCESS OF LIFELONG LEARNING FROM BOTH GLOBAL AND INTEGRATIVE PERSPECTIVES, THE UNIVERSITY PROVIDES A STIMULATING INTELLECTUAL ENVIRONMENT FOR ITS DIVERSE STUDENTS AND FACULTY. BY FOSTERING EXCELLENCE IN TEACHING, THE UNIVERSITY OFFERS OUTSTANDING LEARNING EXPERIENCES FOR FULL-TIME AND PART-TIME STUDENTS IN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS IN WASHINGTON, D.C., THE NATION, AND ABRO false false 928338820 237978844 918441568 EDUCATION: OUR NAMESAKE ENVISIONED A UNIVERSITY IN THE NATION'S CAPITAL THAT WOULD PREPARE CITIZEN LEADERS BROUGHT TOGETHER FROM ALL OVER THE WORLD. TODAY, WE ARE THAT UNIVERSITY WITH STUDENTS AND FACULTY MEMBERS FROM EVERY STATE AND MORE THAN 130 COUNTRIES. TAKING FULL ADVANTAGE OF OUR SETTING IN A GLOBAL NERVE CENTER, A GW EDUCATION INTEGRATES INTELLECTUAL DISCOVERY, INTERACTIVE LEARNING, AND UNPARALLELED ACCESS TO OPPORTUNITIES IN EVERY SECTOR OF SOCIETY. IN A CITY SHAPING THE FUTURE, GEORGE WASHINGTON IS A UNIVERSITY WHERE FACULTY AND STUDENTS NOT ONLY STUDY THE WORLD BUT ALSO WORK TO CHANGE IT. 156720505 56942175 150297467 RESEARCH AND RESEARCH SUPPORT: GW'S RESEARCH IS DISTINGUISHED BY OUR COMMITMENT TO TRANSFORM POLICY THAT AFFECTS PEOPLE IN THEIR DAILY LIVES. THIS UNIQUE APPROACH TO RESEARCH GIVES SPECIAL CHARACTER TO OUR TEACHING AND ENABLES US TO OFFER OUR STUDENTS LEARNING EXPERIENCES THAT FEW CAN MATCH. WITH OUR LOCATION, CONNECTIONS, AND CLOSE PROXIMITY TO INSTITUTIONS SUCH AS THE NATIONAL INSTITUTES OF HEALTH, NATIONAL SCIENCE FOUNDATION, THE SMITHSONIAN INSTITUTION, AND LIBRARY OF CONGRESS, GW'S RESEARCH HELPS SOLVE NATIONAL AND GLOBAL PROBLEMS WHILE GIVING OUR STUDENTS LEARNING OPPORTUNITIES INSIDE AND OUTSIDE THE CLASSROOM. IN THE 21ST CENTURY, GW'S FACULTY AND STUDENTS CONTINUE TO OPEN NEW DOORS OF DISCOVERY. 94088707 0 101667430 AUXILIARY ENTERPRISES - STUDENTS AND COMMUNITY: GW PROVIDES A NUMBER OF SERVICES THAT SUPPORT LEARNING, BUILD COMMUNITY, AND ENHANCE THE OVERALL QUALITY OF STUDENT LIFE. AUXILIARY ENTERPRISES INCLUDE FACILITIES AND RESIDENTIAL PROPERTY MANAGEMENT, DINING, BOOKSTORE, PARKING, STUDENT HEALTH, MAIL, AND LAUNDRY SERVICES. GW'S MARVIN CENTER HOUSES DINING FACILITIES, STUDENT ORGANIZATION OFFICES AND MEETING ROOMS AND IS UTILIZED BY STUDENTS, FACULTY, STAFF, AND VISITORS. FOR MORE INFO ABOUT GW'S PROGRAMS & ACCOMPLISHMENTS, SEE THE 2012-2013 FINANCIAL REPORT ON THE FINANCE DIVISION WEBSITE AT: HTTP://FINANCE.GWU.EDU/REPORTS. 1179148032 true true false true false false false true false true true true false false true false false true true true true true true true true false false true true true false false false true false false true false true true false false true true true true false false true X 36841 0 true 15386 true true true true BR CJ CH false false false true true true 2 false false false X 37 36 true false true false false false false true true false false true true true true true true true true true true AK CA IN KS MD MA MI NH NY OH OK OR SC X SHARON HEINLE AVP COMPTLR 7037261087 45155 RESEARCH PLACE SUITE 260 ASHBURN VA 20147 X W RUSSELL RAMSEY 5.0 X 0 0 0 NELSON A CARBONELL JR 5.0 X I ALLAN FROM 5.0 X W SCOTT AMEY 2.0 X RICHARD W BLACKBURN 2.0 X CHRISTOPHER J BRIGHT 2.0 X ROSLYN M BROCK 2.0 X GEORGE COELHO 3.0 X LEE FENSTERSTOCK 2.0 X HEATHER S FOLEY 2.0 X DIANA HENRIQUES 2.0 X A MICHAEL HOFFMAN 2.0 X MARK V HUGHES 3.0 X JAMES F HUMPHREYS 2.0 X MADELEINE S JACOBS 2.0 X DAVID KARLGAARD 3.0 X STUART S KASSAN 2.0 X JAY E KATZEN 2.0 X J RICHARD KNOP 2.0 X PETER B KOVLER 2.0 X GERALD LAZARUS 2.0 X RANDY LEVINE 3.0 X ANN WALKER MARCHANT 2.0 X DAVID NADLER 2.0 X BJ PENN 3.0 X ROBERT G PERRY 3.0 X LINDA RABBITT 3.0 X DEBORAH RATNER SALZBERG 2.0 X STEVEN S ROSS 3.0 X MARK R SHENKMAN 2.0 X ROBERT K TANENBAUM 3.0 X CYNTHIA STEELE VANCE 3.0 X SUNIL WADHWANI 2.0 X KERRY WASHINGTON-THRU 10912 2.0 X GEORGE W WELLDE JR 2.0 X TITILOLA WILLIAMS-DAVIES 2.0 X ELLEN ZANE 3.0 X STEVEN KNAPP 50.0 X X 1180534 105913 LOUIS H KATZ 50.0 0.1 X 1381110 30000 STEVEN LERMAN 50.0 0.4 X 644009 146548 BETH NOLAN 50.0 X 623234 34678 JEFFREY S AKMAN 50.0 X 784875 LEO M CHALUPA 50.0 X 466743 49414 MICHAEL MORSBERGER 50.0 X 464453 56879 DONALD W LINDSEY 50.0 X 585720 44488 DAVID P STEINOUR 50.0 X 339388 31431 MARGUERITE E BARRATT 50.0 X 329738 34014 PAUL SCHIFF BERMAN 50.0 X 519280 54876 SHAHRAM SARKANI 50.0 X 825452 44289 NOZER SINGPURWALLA 50.0 X 797315 37142 IRA LUPU 50.0 X 766047 19885 THOMAS A MAZZUCHI 50.0 X 525935 43220 MICHAEL LONERGAN 50.0 X 520226 70488 ROBERT A CHERNAK 40.0 X 2040577 39069 JOHN F WILLIAMS 0.0 X 1028997 STEPHEN J TRACHTENBERG 40.0 X 394624 38069 JAMES L SCOTT 40.0 X 444134 33418 GREGORY E MAGGS 40.0 X 245760 0 36185 JOHN KUDLESS 20.0 X 166110 17946 15074261 0 967952 1217 true true true CLARK CONSTRUCTION GROUP 7500 OLD GEORGETOWN ROAD BETHESDA MD 20814 CONSTRUCTION 34061254 GWU MEDICAL FACULTY ASSOCIATES 2150 PENNSYLVANIE AVE NW WASHINGTON DC 20037 TEACHING & RESEARCH 27923691 WHITING TURNER CONTRACTING CO 300 E JOPPA RD BALTIMORE MD 21286 CONSTRUCTION 27871069 ARAMARK CORPORATION 1101 MARKET STREET PHILADELPHIA PA 19107 FACILITY SERVICES 11518449 SODEXO INC 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 DINING SERVICES 6084697 325 59083 14003330 56527217 10983291 70589630 STUDENT TUITION & FEES 900099 827985368 827985368 GRANTS & CONTRACTS 900099 159446181 159446181 AUXILIARY ENTERPRISES 611710 101667430 101667430 MEDICAL EDUCATION AGREEMENTS 900099 58265608 58265608 OTHER PROGRAM SERVICE REVENUE 611710 23041878 23041878 1170406465 11686438 11686438 0 2263050 2263050 42531471 25570151 16961320 0 16961320 16961320 342351738 881752 319739536 845168 22612202 36584 22648786 22648786 85068 59083 43960 41108 41108 0 0 UNRELATED PARTNERSHIP INCOME 525990 -2367883 -2367883 INDEPENDENT OPERATIONS 721110 14284486 14284486 11916603 1306513400 1170406465 11916603 53600702 X 43934244 43934244 237598498 237598498 13388277 13388277 0 7858820 1356635 5104576 1397609 0 495068047 436416817 44199162 14452068 32957191 28372829 3480590 1103772 43754220 37667985 4620858 1465377 33120010 28513000 3497785 1109225 0 5988819 2220039 3768780 3257707 414722 2842985 2000 2000 797839 797839 9670229 9670229 100798262 91576075 8224882 997305 5075469 2489685 2405846 179938 31679669 24252984 6036348 1390337 25757733 19309151 6250149 198433 66721 66721 60419523 55812020 4603029 4474 23290076 20629550 1113732 1546794 11452 11452 23631401 15550575 5033066 3047760 42671559 40723411 1948144 4 0 63156168 59482250 3673918 3178749 3136738 42011 SUBSCRIPTIONS/PERIODICALS 5005249 4837775 107038 60436 MEMBERSHIPS 2814770 2156602 600312 57856 UBI TAX 4837 4837 INTERDEPARTMENTAL ASSESSMENTS 6725226 -7175157 449931 17563315 2502771 15009912 50632 1332520854 1179148032 125063032 28309790 1348453 1317838 541324170 339723544 82539899 82780459 42072853 26346448 97053 78853 0 0 477888 602895 0 0 12717862 18320281 2734396030 652333259 1890636095 2082062771 347435495 434138107 516713464 513071358 29299572 28621824 7945484 7945484 11547540 10335278 3484155828 3545345140 181123366 197965155 0 0 44399576 42143981 167730000 0 0 0 0 0 224949326 224270913 997501588 1154562664 37302687 36240031 1653006543 1655182744 X 1351776842 1381211316 255393043 281283663 223979400 227667417 1831149285 1890162396 3484155828 3545345140 X -26007454 82710285 122860 2187420 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4488 4488 1319301268 1319305756 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 1906 3824 1469 4488 11687 250000 250000 250000 250000 1000000 1500000 5710000 X X X X false 1305891938 21777666 125522204 8429072 59890790 9670229 1375201717 1331100652 12722014 37171754 8196187 58511818 8394477 1305891938 1143581701 20048815 239647928 7817598 56012499 8347695 1331100652 1011192217 14550663 187659517 7874781 54920355 7025560 1143581701 1256432040 21256721 -200350848 8010461 50425422 7709813 1011192217 0.71379 0.13844 0.14777 false false 561105 151675693 152236798 790613481 1563623778 508472957 1845764302 15962254 8835458 7126796 211959719 135024844 76934875 2082062771 DEF COMP LIFE INS - CSV 2928551 F INV FUND FOR 457 LIABILITIES 24845468 F BENEFICIAL INT PERPETUAL TSTS 24588788 F REC FROM CRUTS HELD BY 3RD PTY 2295308 F LIFE INCOME FUNDS 12558130 F LIMITED PARTNERSHIPS 56152951 F OTHER SECURITIES 388923637 F BONDS AND NOTES 31000 F OTHER STOCKS 747525 F 513071358 0 REFUNDABLE ADVANCES 28886946 INSURANCE RESERVES 7353085 36240031 1177984172 82710285 122860 1724890 84558035 1093426137 9670229 203417034 213087263 1306513400 1119771792 25952312 25952312 1093819480 9670229 229031145 238701374 1332520854 SCHEDULE D, PART III, LINE 4 THE UNIVERSITY HOLDS A COLLECTION OF HISTORICAL DOCUMENTS IN THE AMOUNT OF $5,710,000. IN ADDITION, THE UNIVERSITY HOLDS A PERMANENT COLLECTION OF ARCHIVES, HISTORICAL DOCUMENTS, AND ARTWORK WHICH INCLUDES PAINTINGS, SCULPTURES, GRAPHICS, TEXTILES, CERAMICS, HISTORIC FURNISHINGS, AND PHOTOGRAPHS. WITHIN THE COLLECTION ARE ARTIFACTS THAT ARE OF SIGNIFICANCE TO BOTH THE SCHOOL AND THE DISTRICT OF COLUMBIA. THE COLLECTION FURTHERS THE CURRICULAR OFFERINGS OF THE UNIVERSITY THROUGH BOTH RESEARCH AND STUDY, AND ALSO PROMOTES LIFELONG LEARNING AND RECREATION IN THE VISUAL ARTS THROUGH EXHIBITIONS AND EDUCATIONAL PROGRAMS FOR THE UNIVERSITY AND THE GREATER COMMUNITY. THE COLLECTION IS MANAGED BY THE UNIVERSITY'S LUTHER W. BRADY ART GALLERY, AN EDUCATIONAL GALLERY LOCATED ON CAMPUS. THE UNIVERSITY ALSO MAINTAINS A SECOND GALLERY THROUGH THE SUPPORT OF ITS FINE ARTS AND ART HISTORY STUDENTS. THE DIMOCK GALLERY PROVIDES A "HANDS-ON" EXPERIENCE FOR CURATING AND PRESENTING STUDENTS' CREATIVE ENDEAVORS WHERE STUDENTS CAN ORGANIZE EXHIBITIONS AND LEARN ABOUT EXHIBITION DESIGN WITH THE ADVICE OF FACULTY AND CURATORS. SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT TO A WIDE VARIETY OF PROGRAMS AND ACTIVITIES IN PERPETUITY, PLAYING A CRITICAL ROLE IN ENABLING THE UNIVERSITY TO ACHIEVE ITS MISSION. PROGRAMS SUPPORTED BY THE ENDOWMENT INCLUDE SCHOLARSHIPS, CHAIRS AND PROFESSORSHIPS, FELLOWSHIPS, RESEARCH ACTIVITIES, AND LIBRARIES. SCHEDULE D, PART XI, LINE 2D - OTHER ADJUSTMENTS CHANGE IN VALUE OF CHARITABLE TRUSTS - $2,415,309 NOTE ADJUSTMENT - $250,000 SUBSIDIARY REVENUE - $162,177 RECOVERIES (LOSSES) ON PLEDGE CONTRIBUTIONS - ($1,102,596) TOTAL TO SCHEDULE D, PART XI, LINE 2D - $1,724,890 SCHEDULE D, PART XI, LINE 4B - OTHER ADJUSTMENTS UNIVERSITY FUNDED SCHOLARSHIPS NETTED AGAINST FS REVENUE - $229,031,145 RENTAL PROPERTY EXPENSES NETTED AGAINST TAX REVENUE - ($25,570,151) FUNDRAISING EVENTS EXPENSES NETTED AGAINST TAX REVENUE - ($43,960) TOTAL TO SCHEDULE D, PART XI, LINE 4B - $203,417,034 SCHEDULE D, PART XII, LINE 2D - OTHER ADJUSTMENTS RENTAL PROPERTY EXPENSES NETTED AGAINST TAX REVENUE - $25,570,151 FUNDRAISING EVENTS EXPENSES NETTED AGAINST TAX REVENUE - $43,960 SUBSIDIARY EXPENSE - $338,201 TOTAL TO SCHEDULE D, PART XII, LINE 2D - $25,952,312 SCHEDULE D, PART XII, LINE 4B - OTHER ADJUSTMENTS UNIVERSITY FUNDED SCHOLARSHIPS NETTED AGAINST FS REVENUE - $229,031,145 true true true true true true true false false false false false false false false true true true SCHEDULE E, LINE 3 THE POLICY IS PUBLISHED ON THE UNIVERSITY'S WEBSITE AND IS PRINTED IN ALL MAJOR UNDERGRADUATE AND GRADUATE APPLICATION MATERIALS, INCLUDING UNDERGRADUATE AND GRADUATE BULLETINS AND COURSE CATALOGS, STUDENT HANDBOOKS, FINANCIAL AID SOURCEBOOKS, GUIDE TO STUDENT RIGHTS AND RESPONSIBILITIES, AND EMPLOYMENT APPLICATION MATERIALS. THE UNIVERSITY CONTINUES IN ITS EFFORTS TO ENSURE ALL SUPPLEMENTARY WRITTEN COMMUNICATIONS ALSO INCLUDE A REFERENCE TO THE POLICY. SCHEDULE E, LINE 6A THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM VARIOUS GOVERNMENTAL AGENCIES, WITHIN THE FEDERAL GOVERNMENT AND WITHIN LOCAL JURISDICTIONS. THE GOVERNMENTAL GRANTS AND CONTRACTS SUPPORT CERTAIN RESEARCH PROJECTS AND STUDENT FINANCIAL AID. SCHEDULE E, LINE 6B THE UNIVERSITY DETECTED AND SELF REPORTED A THEFT THAT HAD BEEN PERPETRATED BY AN INDIVIDUAL WITH CRIMINAL INTENT IN COLLUSION WITH OTHERS ON A FEDERAL COOPERATIVE AGREEMENT. ACTIVITY ON THAT AGREEMENT WAS PARTIALLY SUSPENDED ON JUNE 29, 2004 DURING THE INVESTIGATION AND THE INDIVIDUAL WAS TERMINATED AND SUBSEQUENTLY IMPRISONED. ALL ACTIVITY ON THE AGREEMENT WAS FULLY REINSTATED ON OCTOBER 31, 2005. true Central America and the Caribbean Investments 129468000 East Asia and the Pacific Investments 51208000 South Asia Investments 1719000 Central America and the Caribbean 9 Program Services EDUCATION AND RESEARCH 355000 East Asia and the Pacific 16 Program Services EDUCATION AND RESEARCH 4435000 Europe (Including Iceland and Greenland) 3 46 Program Services EDUCATION AND RESEARCH 16294000 Middle East and North Africa 11 Program Services EDUCATION AND RESEARCH 1912000 North America 8 Program Services EDUCATION AND RESEARCH 898000 Russia and the Newly Independent States 24 Program Services EDUCATION AND RESEARCH 471000 South America 1 12 Program Services EDUCATION AND RESEARCH 1856000 South Asia 5 Program Services EDUCATION AND RESEARCH 757000 Sub-Saharan Africa 6 Program Services EDUCATION AND RESEARCH 3609000 East Asia and the Pacific Fundraising 867000 Europe (Including Iceland and Greenland) Fundraising 95000 Middle East and North Africa Fundraising 42000 North America Fundraising 4000 South America Fundraising 5000 South Asia Fundraising 50000 4 137 4 137 213995000 50000 214045000 Sub-Saharan Africa SUBAWARD 728000 EFT East Asia and the Pacific SUBAWARD 282000 EFT East Asia and the Pacific SUBAWARD 447000 EFT Sub-Saharan Africa SUBAWARD 183000 EFT East Asia and the Pacific SUBAWARD 118000 EFT East Asia and the Pacific SUBAWARD 106000 EFT Europe (Including Iceland and Greenland) SUBAWARD 21000 EFT North America SUBAWARD 319000 EFT South America SUBAWARD 43000 EFT East Asia and the Pacific SUBAWARD 109000 EFT Sub-Saharan Africa SUBAWARD 7000 EFT Europe (Including Iceland and Greenland) SUBAWARD 85000 EFT 12 STUDY ABROAD SCHOLARSHIPS Central America and the Caribbean 10 113000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS East Asia and the Pacific 80 1246000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS Europe (Including Iceland and Greenland) 470 6931000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS Middle East and North Africa 50 678000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS North America 1 21000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS Russia and the Newly Independent States 10 153000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS South America 50 820000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS South Asia 20 198000 STUDENT ACCT STUDY ABROAD SCHOLARSHIPS Sub-Saharan Africa 50 781000 STUDENT ACCT true true true true true true SCHEDULE F, PART I, LINE 2 GRANTS AND OTHER ASSISTANCE TO GOVERNMENT AND ORGANIZATIONS: GW MAINTAINS A FORMAL SUBRECIPIENT MONITORING POLICY FOR USE OF SPONSORED FUNDS. THE POLICY APPLIES TO SUBRECIPIENTS WHO ARE PERFORMING A PORTION OF THE SPONSORED PROJECT WORK EXTERNALLY AND CONFORMS TO THE APPLICABLE FEDERAL RULES AND REGULATIONS REQUIRED BY VARIOUS OMB CIRCULARS. GW HAS INTERNAL PROCEDURES ASSESSING RISK RELATED TO LOW, MEDIUM, AND HIGH RISK SUBRECIPIENTS BEFORE A SUBAWARD IS DRAFTED AND SUBSEQUENTLY EXECUTED. PROCEDURES FOR EARLY RISK ASSESSMENT AND DURING THE AWARD MONITORING ARE DEFINED BY ROLES AND RESPONSIBILITIES AT GW AND INCLUDE, BUT ARE NOT LIMITED TO, THE PRINCIPAL INVESTIGATOR, HIS/HER DEPARTMENT ADMINISTRATORS, CENTRAL RESEARCH, AND FINANCIAL OFFICES WITHIN GW. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS: THE FINANCIAL AID OFFICE KEEPS RECORDS ON ITS INTEGRATED SOFTWARE SYSTEM THAT SUBSTANTIATES THE AMOUNT GRANTED TO EACH STUDENT, THE ELIGIBILITY CRITERIA FOR EACH STUDENT, AND THE SELECTION PROCESS USED IN AWARDING ASSISTANCE. THE UNIVERSITY'S GRANTS AND OTHER ASSISTANCE ARE INITIALLY CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT IN ITS INTEGRATED SOFTWARE SYSTEM IN ORDER TO PAY FOR TUITION, FEES, ROOM AND BOARD, AND/OR TEXTBOOK CHARGES. A CHANGE IN ENROLLMENT STATUS RESULTS IN WEEKLY REPORTS THAT FINANCIAL AID STAFF REVIEW FOR POSSIBLE ADJUSTMENTS. THE BALANCE OF AID IN EXCESS OF THE ABOVE CHARGES CAN BE REFUNDED TO THE STUDENT FOR LIVING EXPENSES. THE SYSTEM CHECKS THAT THE STUDENT IS STILL ENROLLED BEFORE ISSUING THE REFUND. X X X X X X X true GRENZEBACH GLIER AND ASSOC 401 NORTH MICHIGAN AVE SUITE 2800 CHICAGO IL 60611 OVERALL STRATEGY false 290577 -290577 ADVANCEMENT RESOURCES LLC 3349 SOUTHGATE COURT SW CEDAR RAPIDS IA 52404 FUNDRAISER TRAINING false 184250 -184250 HARRIS CONNECT LLC 1511 ROUTE 22 SUITE C-25 BREWSTER NY 10509 STRATEGY DIRECT SOLI false 17084 94636 -77552 THE STELTER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 PLANNED GIVING CAMP false 79899 -79899 RUFFALOCODY LLC 65 KIRDWOOD NORTH RD SW CEDAR RAPIDS IA 52404 TELE FUNDRAISING false 103256 77093 26163 PENTERA INC 8650 COMMERCE PARK PLACE STE G INDIANAPOLIS IN 46268 PLANNED GIVING CAMP false 44938 -44938 LEGACY LEADERS INC 425 UNIVERSITY AVE SUITE 700 TORONTO ONTARIO CA M5G 1T6 PLANNED GVG DIRECT SOLI false 12563 26446 -13883 132903 797839 -664936 AK AR CT DC KS KY LA ME MD MA MI MN MS NH NJ NY ND OH OK OR SC VA WA Event #1 37868 36183 1685 12719 Event #2 36275 36275 3413 27 15746 4 70008 22900 47108 2874 1770 1877 240 5294 144151 59083 85068 6287 14516 17623 240 5294 43960 41108 SCHEDULE G, PART I, LINE 2B, COLUMN (I) 1. GRENZEBACH GLIER AND ASSOC - 401 NORTH MICHIGAN AVE, SUITE 2800, CHICAGO, ILLINOIS 60611 2. ADVANCEMENT RESOURCES LLC - 3349 SOUTHGATE COURT SW, CEDAR RAPIDS, IOWA 52404 3. HARRIS CONNECT LLC - 1511 ROUTE 22, SUITE C-25, BREWSTER, NEW YORK 10509 4. THE STELTER COMPANY - 10435 NEW YORK AVE, DES MOISES, IOWA, 50322 5. RUFFALOCODY LLC - 65 KIRDWOOD NORTH RD SW, CEDAR RAPIDS, IOWA, 52404 6. PENTERA INC - 8650 COMMERCE PARK PLACE, STE G, INDIANAPOLIS, INDIANA 46268 7. LEGACY LEADERS INC - 425 UNIVERSITY AVE, SUITE 700, TORONTO, ONTARIO, CANADA M5G 1T6 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISER AGREEMENTS THAT PROVIDE BOTH PAYMENTS FOR SERVICES AND PAYMENTS FOR EXPENSES REQUIRE EXPENSES TO BE DOCUMENTED WITH RECEIPTS. THERE WERE NO AGREEMENTS WITH FUNDRAISERS EXCLUSIVELY FOR EXPENSES. true ACKCO INC 1326 N CENTRAL AVENUE PHOENIX AZ 85004 460316645 267000 SUBAWARD AFRICAN WOMENS CANCER AWARENESS ASSOCIATION 8701 GEORGIA AVE SILVER SPRING MD 20910 731704355 501(C)(3) 10000 SUBAWARD ALBERT EINSTEIN COLL OF MEDICINE OF YESHIVA UNIV 1300 MORRIS PARK AVE BRONX NY 10461 131624225 501(C)(3) 43000 SUBAWARD ALLIANCE FOR HEALTH 1345 MONROE AVE NW GRAND RAPIDS MI 49505 382004919 501(C)(3) 37000 SUBAWARD AMERICAN BOARD OF MEDICAL SPECIALTIES 222 NORTH LASALLE ST CHICAGO IL 60601 237304902 501(C)(3) 574000 SUBAWARD AMERICAN INSTITUTE FOR RESEARCH 1000 THOMAS JEFF ST NW WASHINGTON DC 20007 250965219 501(C)(3) 708000 SUBAWARD AMERICA'S PROMISE THE ALLIANCE OF YOUTH 1110 VERMONT AVE NW WASHINGTON DC 20005 541848713 501(C)(3) 77000 SUBAWARD ASSOCIATION OF IMMUNIZATION MANAGERS 620 HUNGERFORD DRIVE ROCKVILLE MD 20850 522346043 501(C)(3) 41000 SUBAWARD BAILIT HEALTH PURCHASING LLC 56 PICKERING STREET NEEDHAM MA 02492 043340991 78000 SUBAWARD BARRERA ASSOCIATES INC 1025 CONN AVE NW WASHINGTON DC 20036 752285168 24000 SUBAWARD BAYLOR COLLEGE OF MEDICINE P O BOX 201361 HOUSTON TX 77216 741613878 501(C)(3) 552000 SUBAWARD BAYLOR RESEARCH INSTITUTE 3310 LIVE OAK STREET DALLAS TX 75204 751921898 501(C)(3) 6000 SUBAWARD BETH ISRAEL DEACONESS MED CTR 330 BROOKLINE AVE BOSTON MA 02215 042103881 501(C)(3) 10000 SUBAWARD BOSTON MEDICAL CENTER CORPORATION 660 HARRISON AVE ROOM 262 BOSTON MA 02118 043314093 501(C)(3) 62000 SUBAWARD BREAD FOR THE CITY 1525 SEVENTH ST NW 2ND FLOOR WASHINGTON DC 20001 521138207 501(C)(3) 8000 SUBAWARD BRIDGES TO EXCELLENCE 13 SUGAR STREET NEWTOWN CT 06470 510461495 501(C)(3) 280000 SUBAWARD BRIGHAM AND WOMENS HOSPITAL PO BOX 3887 BOSTON MA 02241 042312909 501(C)(3) 221000 SUBAWARD BRONX LEBANON HOSPITAL CENTER 1276 FULTON AVE AT 169TH ST BRONX NY 10456 113125823 501(C)(3) 356000 SUBAWARD BROOKINGS INSTITUTION 1775 MASS AVE NW WASHINGTON DC 20036 530196577 501(C)(3) 24000 SUBAWARD CAMUY HEALTH SERVICES INC PO BOX 660 CAMUY PR 00627 660428652 501(C)(3) 10000 SUBAWARD CAPITAL CITY AREA HEALTH EDU CTR 1224 M ST NW WASHINGTON DC 20005 263301051 501(C)(3) 115000 SUBAWARD CARNEGIE MELLON UNIVERSITY PO BOX 371032 STE 201 PITTSBURGH PA 15250 250969449 501(C)(3) 31000 SUBAWARD CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 341018992 501(C)(3) 647000 SUBAWARD CENTER FOR APPLIED LINGUISTICS 4640 40TH STREET NW WASHINGTON DC 20016 520807619 501(C)(3) 20000 SUBAWARD CENTER FOR FAMILY HEALTH 505 N JACKSON ST JACKSON MI 49201 383251354 501(C)(3) 20000 SUBAWARD CENTER FOR HEALTH CARE STRATEGIES 200 AMERICAN METRO BLVD HAMILTON NJ 08619 223375015 501(C)(3) 292000 SUBAWARD CERNER CORPORATION 2800 ROCKCREEK PKWY KANSAS CITY MO 64117 431196944 443000 SUBAWARD CHILDRENS HOSP OF PHILADELPHIA 34 CIVIC CTR BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 579000 SUBAWARD CHILDRENS HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 951690977 501(C)(3) 562000 SUBAWARD CHILDRENS HOSPITAL MEDICAL CENTER OF AKRON 3333 BURNET AVENUE CINCINNATI OH 45229 340714357 501(C)(3) 34000 SUBAWARD CHILDRENS MERCY HOSPITAL 2401 GILHAM ROAD KANSAS CITY MO 64108 440605373 501(C)(3) 7000 SUBAWARD CHILDRENS NATL MEDICAL CENTER 111 MICHIGAN AVE WASHINGTON DC 20010 521640403 501(C)(3) 37000 SUBAWARD CHILDRENS RESEARCH INSTITUTE 111 MICHIGAN AVE NW WASHINGTON DC 20010 521654453 501(C)(3) 328000 SUBAWARD CINCINNATI CHILDRENS HOSPITAL 3333 BURNET AVE CINCINNATI OH 45229 310833936 501(C)(3) 36000 SUBAWARD COLUMBIA UNIVERSITY 615 WEST 131ST ST RM 458 NEW YORK NY 10027 135598093 501(C)(3) 2713000 SUBAWARD COOPER HEALTH SYSTEM 3 EXECUTIVE CAMPUS CHERRY HILL NJ 08002 210634462 501(C)(3) 408000 SUBAWARD D H LLOYD AND ASSOC INC 1625 K ST NW WASHINGTON DC 20006 521370661 13000 SUBAWARD DC PRIMARY CARE ASSOCIATION 1411 K ST NW STE 300 STE 330 WASHINGTON DC 20005 521999196 501(C)(3) 35000 SUBAWARD DENVER HEALTH AND HOSPITAL AUTHORITY AUTHORITY PO BOX 17093 DENVER CO 80217 841343242 442000 SUBAWARD DUKE UNIVERSITY 2200 W MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 306000 SUBAWARD EDVANTIA INC PO BOX 1348 SUITE 820 CHARLESTON WV 25325 550484812 501(C)(3) 72000 SUBAWARD EHR INTEGRATION SERVICES 2689 PINE GROVE RD SKANEATELES NY 13152 205368952 86000 SUBAWARD EL RIO HEALTH CENTER 839 W CONGRESS ST TUCSON AZ 85745 860285857 501(C)(3) 135000 SUBAWARD EMORY UNIVERSITY 1599 CLIFTON RD NE 4TH FL ATLANTA GA 30322 580566256 501(C)(3) 693000 SUBAWARD FAMILY AND MED COUNSELLING SERV INC 2041 MLK JR AVE WASHINGTON DC 20020 521073362 501(C)(3) 149000 SUBAWARD FRED HUTCHINSON CANCER RSCH CTR 1100 FAIRFVIEW AVE NORTH SEATTLE WA 98109 237156071 501(C)(3) 336000 SUBAWARD GALLAUDET UNIVERSITY 800 FLORIDA AVE NE WASHINGTON DC 20002 530199507 501(C)(3) 11000 SUBAWARD GEORGE MASON UNIVERSITY 4400 UNIVERSITY DR FAIRFAX VA 22030 540836354 VIRGINIA 65000 SUBAWARD GEORGETOWN UNIVERSITY 37TH O ST NW WASHINGTON DC 20057 530196603 501(C)(3) 502000 SUBAWARD GREATER DETROIT AREA HEALTH COUNCIL 407 E FORT ST DETROIT MI 48226 381360904 501(C)(3) 39000 SUBAWARD GREATER KC LINC INC 6000 N OAK 6TH FLOOR KANSAS CITY MO 64118 431676730 501(C)(3) 35000 SUBAWARD GROUP HEALTH COOPERATIVE PO BOX 34587 SUITE 300 SEATTLE WA 98124 910511770 501(C)(3) 77000 SUBAWARD HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 02241 042103580 501(C)(3) 34000 SUBAWARD HEALTH IMPROVEMENT COLLAB OF GREATER CINCINNATI 2649 ERIE AVE CINCINNATI OH 45208 311449807 501(C)(3) 29000 SUBAWARD HEALTHCARE QUALITY INSTITUTE 9483 RANCH PARK WAY ELK GROVE CA 95624 270655513 380000 SUBAWARD HEALTHY MEMPHIS COMMON TABLE 6027 WALNUT GROVE RD MEMPHIS TN 38120 621820264 501(C)(3) 25000 SUBAWARD HENRY FORD HEALTH SYSTEM ONE FORD PLACE 5EF DETROIT MI 20422 381357020 501(C)(3) 411000 SUBAWARD HENRY L STIMSON CENTER 1111 19TH ST 12TH FL WASHINGTON DC 20036 521640938 501(C)(3) 267000 SUBAWARD HILLEL AT THE GEORGE WASHINGTON UNIVERSITY INC 2300 H STREET NW WASHINGTON DC 20037 526081729 501(C)(3) 175000 JNT FUND CAMP HOWARD UNIVERSITY 525 BRYANT ST NW WASHINGTON DC 20059 530204707 501(C)(3) 404000 SUBAWARD HUMBOLDT STATE UNIV SPONSORED PROGRAMS FOUNDATION PO BOX 1185 ARCATA CA 95518 946050071 501(C)(3) 39000 SUBAWARD IDENTITY 414 EAST DIAMOND AVE GAITHERSBURG MD 20877 522120012 501(C)(3) 319000 SUBAWARD IMMUNIZATION ACTION COALITION 1573 SELBY AVE STE 234 SAINT PAUL MN 55104 411768237 501(C)(3) 55000 SUBAWARD INDIANA UNIVERSITY 620 UNION DR RM 518 INDIANAPOLIS IN 46202 356001673 INDIANA 6000 SUBAWARD INSTITUTE FOR CLINICAL RESEARCH PO BOX 29545 WASHINGTON DC 20017 521336656 501(C)(3) 770000 SUBAWARD INSTITUTE FOR FAMILY CENTERED CARE 7900 WISCONSIN AVE BETHESDA MD 22301 521777133 501(C)(3) 7000 SUBAWARD IOWA STATE UNIVERSITY 3609 ADMIN SERVS BLDG AMES IA 50011 426004224 IOWA 36000 SUBAWARD JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CTR DR CHICAGO IL 60693 520595110 501(C)(3) 149000 SUBAWARD KIMBALL DESIGN 5505 CONN AVE NW WASHINGTON DC 22015 522257825 27000 SUBAWARD LA CLINICA DEL PUEBLO INC 2831 15TH ST NW WASHINGTON DC 20009 521942551 501(C)(3) 61000 SUBAWARD LATIN AMERICAN YOUTH CENTER 1419 COLUMBIA RD NW WASHINGTON DC 20009 521023074 501(C)(3) 255000 SUBAWARD LOS ANGELES BIOMEDICAL RESEARCH PO BOX 60637 LOS ANGELES CA 90060 952138184 501(C)(3) 249000 SUBAWARD LYNN ETHEREDGE GROUP 4805 DERUSSEY PKWY CHEVY CHASE MD 20815 521580137 257000 SUBAWARD M&R STRATEGIC SERVICES 1901 L STREET NW WASHINGTON DC 20036 133588025 35000 SUBAWARD MAGEE WOMENS RESEARCH INST 3339 WARD ST PITTSBURGH PA 15213 251462312 501(C)(3) 36000 SUBAWARD MARYS CTR MATERNAL AND CHILD CARE 2333 ONTARIO RD NW WASHINGTON DC 20009 521594116 501(C)(3) 195000 SUBAWARD MASSACHUSETTS GENERAL HOSPITAL PO BOX 3829 BOSTON MA 02241 042697983 501(C)(3) 948000 SUBAWARD MASSACHUSETTS HEALTH QUALITY 42 PLEASANT ST STE 3 WATERTOWN MA 02472 043542817 501(C)(3) 31000 SUBAWARD MATHEMATICA POLICY RESEARCH INC PO BOX 2393 PRINCETON NJ 08543 222112296 28000 SUBAWARD MAUTNER PROJECT 1875 CONN AVE NW WASHINGTON DC 20009 521703915 501(C)(3) 95000 SUBAWARD MEDPHARMA PARTNERS LLC 101 FEDERAL ST SUITE 1900 BOSTON MA 02110 200271583 34000 SUBAWARD MEDSTAR HEALTH RESEARCH INSTITUTE PO BOX 418223 BOSTON MA 02241 526056274 501(C)(3) 109000 SUBAWARD METRO HEALTH INC 1012 14TH STREET NW WASHINGTON DC 20005 521556535 501(C)(3) 34000 SUBAWARD METROHEALTH MEDICAL CENTER PO BOX 73308 CLEVELAND OH 44193 346004382 31000 SUBAWARD METRO TEEN AIDS 651 PENN AVE SE 1 WASHINGTON DC 20003 521610088 501(C)(3) 10000 LBGF AWARD MIRIAM HOSPITAL 164 SUMMIT ST PROVIDENCE RI 02906 050258905 501(C)(3) 30000 SUBAWARD MN COMMUNITY MEASUREMENT 3433 BROADWAY ST NE MINNEAPOLIS MN 55413 352246162 501(C)(3) 40000 SUBAWARD NATIONAL ACADEMY OF EDUCATION 500 FIFTH STREET WASHINGTON DC 20001 770415802 501(C)(3) 78000 SUBAWARD NATIONAL DISABILITY INSTITUTE INC 1667 K ST NW STE 640 WASHINGTON DC 20006 204205838 501(C)(3) 161000 SUBAWARD NATL ASSN COMMUNITY HEALTH CTRS 1330 NEW HAMP AVE NW BETHESDA MD 20814 770415802 501(C)(3) 95000 SUBAWARD NATL BUREAU OF ECONOMIC RESEARCH INC 1050 MASS AVE CAMBRIDGE MA 02138 131641075 501(C)(3) 57000 SUBAWARD NATL BUSINESS COALITION HEALTH 1015 18TH ST NW WASHINGTON DC 20036 650328471 501(C)(6) 57000 SUBAWARD NATL CENTER FOR CREATIVE AGING 4125 ABLEMARLE ST NW 730 WASHINGTON DC 20016 133135292 50000 SUBAWARD NATL CTR FOR MANUFACTURING SCIENCES 3025 BOARDWALK ST ANN ARBOR MI 48108 382761126 501(C)(3) 75000 SUBAWARD NATL OPINION RESEARCH CENTER 55 E MONROE AVE CHICAGO IL 60603 362167808 501(C)(3) 88000 SUBAWARD NATL PARTNERSHIP FOR WOMEN AND FAMILIES 1875 CONN AVE NW WASHINGTON DC 20009 237124915 501(C)(3) 544000 SUBAWARD NEW MEXICO MEDICAL REVIEW ASSOCIATION 5801 OSUNA RD NE ALBUQUERQUE NM 87109 237394943 501(C)(3) 22000 SUBAWARD NEW YORK UNIVERSITY 18 WASHINGTON PLACE NEW YORK NY 10003 135562308 501(C)(3) 32000 SUBAWARD NORTHWESTERN UNIVERSITY 750 N LAKE SHORE DR CHICAGO IL 60611 362167817 501(C)(3) 754000 SUBAWARD NUEVA VIDA INC 2000 P ST NW WASHINGTON DC 20036 541943145 501(C)(3) 14000 SUBAWARD NWRPCA 6512 23RD AVE NW STE 300 SEATTLE WA 98117 911252785 501(C)(3) 44000 SUBAWARD OHIO STATE UNIV RSCH FOUNDATION 1960 KENNY RD SUITE 305 COLUMBUS OH 43210 316401599 501(C)(3) 650000 SUBAWARD OREGON HEALTH SCIENCES UNIVERSITY 2525 SW 1ST AVE STE 220 PORTLAND OR 97201 931176109 OREGON 13000 SUBAWARD OREGON HEALTHCARE QUALITY CORPORATION 520 SW 6TH AVE PORTLAND OR 97204 931293103 501(C)(3) 40000 SUBAWARD OREGON SOCIAL LEARNING CENTER INC 10 SHELTON MCMURPHEY BLVD STE 830 EUGENE OR 97401 930679478 501(C)(3) 112000 SUBAWARD P2 COLLABORATIVE OF WNY INC 6225 SHERIDAN DR WILLIAMSVILLE NY 14221 421604185 501(C)(3) 40000 SUBAWARD PACIFIC BUSINESS GROUP ON HEALTH 221 MAIN STREET SAN FRANCISCO CA 94105 943093623 501(C)(3) 29000 SUBAWARD PACIFIC HEALTH RESEARCH & EDUCATION INSTITUTE 3375 KOAPAKA STREET HONOLULU HI 96819 990312283 501(C)(3) 92000 SUBAWARD PENNSYLVANIA STATE UNIVERSITY 227 BEAVER AVE STATE COLLEGE PA 16802 246000376 PENNSYLVANIA 390000 SUBAWARD PHFE 12801 CROSSROADS PKWY INDUSTRY CA 91746 952557063 501(C)(3) 17000 SUBAWARD PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVE NW WASHINGTON DC 20016 521394893 501(C)(3) 6000 SUBAWARD PINELAND MHDDAD CSB PO BOX 745 STATESBORO GA 30459 582107992 64000 SUBAWARD PRASAD ENGG LLC 10406 MILLWOOD DRIVE PLYMOUTH MI 48170 800237167 61000 SUBAWARD PROVIDENCE HEALTH FOUNDATION 1150 VARNUM STREET NE WASHINGTON DC 20017 521275583 501(C)(3) 55000 SUBAWARD PUGET SOUND HEALTH ALLIANCE 2003 WESTERN AVE STE 600 SEATTLE WA 98121 470948895 501(C)(3) 22000 SUBAWARD QUALITY COUNTS 30 ASSOCIATION DRIVE MANCHESTER ME 04351 204935972 501(C)(3) 20000 SUBAWARD QUILL RESEARCH ASSOCIATES LLC 4777 N 33RD STREET ARLINGTON VA 22207 270607639 30000 SUBAWARD RAND CORPORATION FILE 53174 LOS ANGELES CA 90074 951958142 501(C)(3) 17000 SUBAWARD RESEARCH FOUNDATION OF SUNY 750 EAST ADAMS ST CWB SYRACUSE NY 13210 141368361 501(C)(3) 372000 SUBAWARD RESEARCH FOUNDATION OF THE CITY UNIV OF NEW YORK 230 WEST 41 STREET NEW YORK NY 10036 131988190 501(C)(3) 12000 SUBAWARD RUSH UNIVERSITY MEDICAL CTR 1700 WEST VAN BUREN CHICAGO IL 60612 362174823 501(C)(3) 72000 SUBAWARD SECOND LANGUAGE TESTING INC 6135 EXECUTIVE BLVD ROCKVILLE MD 20852 521875192 7000 SUBAWARD SECOND STORY INC 714 N FREMONT STREET PORTLAND OR 97227 931259389 25000 SUBAWARD SMITH FARM CENTER FOR HEALING 1632 U STREET NW WASHINGTON DC 20009 521977976 501(C)(3) 22000 SUBAWARD SMITHSONIAN INSTITUTION 24411 NETWORK PLACE CHICAGO IL 60673 530206027 501(C)(3) 38000 SUBAWARD SOUTHERN REGIONAL EDU BOARD 592 10TH ST NW ATLANTA GA 30318 580566141 501(C)(3) 58000 SUBAWARD SRI INTERNATIONAL 333 RAVENSWOOD AVE MENLO PARK CA 94025 941160950 501(C)(3) 60000 SUBAWARD ST LOUIS UNIVERSITY 1100 SOUTH GRAND BLVD ST LOUIS MO 63134 430654872 501(C)(3) 8000 SUBAWARD STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 94144 941156365 501(C)(3) 326000 SUBAWARD TRANSCEN INC 451 HUNGERFORD DRIVE ROCKVILLE MD 20850 521487462 501(C)(3) 40000 SUBAWARD TRUSTEES OF UNIV OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 231352685 501(C)(3) 232000 SUBAWARD TUFTS NEW ENGLAND MED CENTER 750 WASHINGTON ST BOSTON MA 02111 043400617 501(C)(3) 69000 SUBAWARD UB FAMILY MEDICINE INC 77 GOODELL STREET BOX 453 BUFFALO NY 14203 161280696 501(C)(3) 8000 SUBAWARD UNITED MEDICAL CTR FOUNDATION 1310 SOUTHERN AVE SE WASHINGTON DC 20032 263390159 501(C)(3) 33000 SUBAWARD UNITY HEALTH CARE INC 1220 12TH ST SE WASHINGTON DC 20003 521572431 501(C)(3) 98000 SUBAWARD UNIV OF CA DAVIS P O BOX 989062 WEST SACRAMENTO CA 95798 946036494 CALIFORNIA 8000 SUBAWARD UNIV OF CA IRVINE 3200 EDUCATION BLDG IRVINE CA 92697 952226406 CALIFORNIA 8000 SUBAWARD UNIV OF CA LOS ANGELES 1125 MURPHY HALL LOS ANGELES CA 90095 956006143 CALIFORNIA 45000 SUBAWARD UNIV OF CA SAN FRANCISCO ACC OFF-EMF BX 0897 SAN FRANCISCO CA 94143 946036493 CALIFORNIA 269000 SUBAWARD UNIV OF MEDICINE AND DENTISTRY OF NJ PO BOX 2685 NEW BRUNSWICK NJ 08903 221775306 NEW JERSEY 621000 SUBAWARD UNIV OF TEXAS SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 TEXAS 1048000 SUBAWARD UNIV TEXAS HEALTH SCIENCE CTR 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 TEXAS 9000 SUBAWARD UNIV TEXAS MEDICAL BRANCH IMH PO BOX 4786 LOCKBOX 750 HOUSTON TX 77210 746000949 TEXAS 1099000 SUBAWARD UNIVERSITY OF ALABAMA BIRMINGHAM 1530 3RD AVE SOUTH BIRMINGHAM AL 35294 636005396 ALABAMA 808000 SUBAWARD UNIVERSITY OF ARKANSAS PO BOX 1404 FAYETTEVILLE AR 72701 716003252 ARKANSAS 192000 SUBAWARD UNIVERSITY OF COLORADO DEPARTMENT 238 DENVER CO 80291 846000555 COLORADO 409000 SUBAWARD UNIVERSITY OF DC 4200 CONN AVE NW F428 WASHINGTON DC 20008 536001131 D.C. 29000 SUBAWARD UNIVERSITY OF DELAWARE 116 STUDENT SERVICES BLDG NEWARK DE 19716 516000297 501(C)(3) 52000 SUBAWARD UNIVERSITY OF HOUSTON CBF PO BOX 988 HOUSTON TX 77001 746001399 TEXAS 41000 SUBAWARD UNIVERSITY OF MARYLAND RM 4101 CHESAPK BLDG COLLEGE PARK MD 20742 526002033 MARYLAND 120000 SUBAWARD UNIVERSITY OF MIAMI 1800 NW 10TH AVE MIAMI FL 33136 590624458 501(C)(3) 51000 SUBAWARD UNIVERSITY OF MICHIGAN BOX 223131 PITTSBURGH PA 15251 386006309 MICHIGAN 61000 SUBAWARD UNIVERSITY OF MINNESOTA NW 5957/ PO BOX 1450 MINNEAPOLIS MN 55485 416007513 MINNESOTA 445000 SUBAWARD UNIVERSITY OF NEBRASKA 312 N 14TH ST ALEXANDER W LINCOLN NE 68588 470491233 NEBRASKA 43000 SUBAWARD UNIVERSITY OF NORTH CAROLINA 104 AIRPORT DR CHAPEL HILL NC 27599 566001393 NORTH CAROLINA 914000 SUBAWARD UNIVERSITY OF OKLAHOMA PO BOX 26901 OKLAHOMA CITY OK 73190 736017987 OKLAHOMA 701000 SUBAWARD UNIVERSITY OF PITTSBURGH PO BOX 371220 PITTSBURGH PA 15251 250965591 501(C)(3) 433000 SUBAWARD UNIVERSITY OF SOUTH CAROLINA 516 1/2 MAIN ST COLUMBIA SC 29208 576001153 SOUTH CAROLINA 66000 SUBAWARD UNIVERSITY OF TEXAS PO BOX 203382 HOUSTON TX 77216 741761309 TEXAS 2135000 SUBAWARD UNIVERSITY OF UTAH 201 PRESIDENTS CR SALT LAKE CITY UT 84112 876000525 UTAH 2695000 SUBAWARD UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DR CHICAGO IL 60693 916001537 WASHINGTON 1991000 SUBAWARD UNIVERSITY OF WISCONSIN PROGRAMS DRAWER 538 MILWAUKEE WI 53278 391805963 WISCONSIN 428000 SUBAWARD URBAN INSTITUTE INC DEPT 950 2100 M ST NW WASHINGTON DC 20042 520880375 501(C)(3) 105000 SUBAWARD VA POLYTECHNIC INST AND STATE UNIV 1880 PRATT DR STE 2006 BLACKSBURG VA 24060 546001805 VIRGINIA 7000 SUBAWARD VANDERBILT UNIVERSITY 2200 CHILDRENS WAY NASHVILLE TN 37232 620476822 501(C)(3) 190000 SUBAWARD VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843039 RICHMOND VA 23284 546001758 VIRGINIA 660000 SUBAWARD VISONARY CONSULTING PARTNERS LLC 4031 UNIVERSITY DRIVE FAIRFAX VA 22030 262736634 50000 SUBAWARD WAKE FOREST UNIVERSITY MEDICAL CENTER BLVD WINSTON SALEM NC 27157 560532138 501(C)(3) 30000 SUBAWARD WAKE FOREST UNIVERSITY HEALTH MEDICAL CTR BLVD WINSTONSALEM NC 27157 223849199 501(C)(3) 215000 SUBAWARD WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 521272129 501(C)(3) 103000 SUBAWARD WASHINGTON UNIVERSITY 700 ROSEDALE AVE CAMPUS ST LOUIS MO 63130 430653611 501(C)(3) 320000 SUBAWARD WAYNE STATE UNIVERSITY 3750 WOODWARD AVE DETROIT MI 48201 386028429 MICHIGAN 378000 SUBAWARD WELLSPAN HEALTH PO BOX 2767 YORK PA 17401 222517863 501(C)(3) 16000 SUBAWARD WHITMAN WALKER HEALTH 1701 14TH ST NW WASHINGTON DC 20009 521122122 501(C)(3) 120000 SUBAWARD WISCONSIN COLLABORATIVE FOR HEALTHCARE QUALITY INC PO Box 628051 MIDDLETON WI 53562 550848113 501(C)(3) 40000 SUBAWARD WOMEN & INFANTS HOSPITAL OF RI 101 DUDLEY ST PROVIDENCE RI 02905 050258937 501(C)(3) 690000 SUBAWARD YALE UNIVERSITY 155 WHITNEY AVENUE NEW HAVEN CT 06520 060646973 501(C)(3) 410000 SUBAWARD 123 54 UNIV-AWARDED GRANTS, SCHOLARSHIPS, AND ALLOCATIONS 9000 218090000 STIPENDS, PRIZES, AND AWARDS 3000 19378000 SUBAWARD 1 131000 SCHEDULE I, PART I, LINE 2 GRANTS AND OTHER ASSISTANCE TO GOVERNMENT AND ORGANIZATIONS (INCLUDING SUBAWARD TO INDIVIDUAL): GW MAINTAINS A FORMAL SUBRECIPIENT MONITORING POLICY FOR USE OF SPONSORED FUNDS BY SUBRECIPIENTS WHO ARE PERFORMING A PORTION OF THE SPONSORED PROJECT WORK EXTERNALLY BY THE SUBRECIPIENT AND CONFORMS TO APPLICABLE FEDERAL RULES AND REGULATIONS REQUIRED BY VARIOUS OMB CIRCULARS. GW HAS INTERNAL PROCEDURES ASSESSING RISK RELATED TO LOW, MEDIUM, AND HIGH RISK SUBRECIPIENTS BEFORE A SUBAWARD IS DRAFTED AND SUBSEQUENTLY EXECUTED. PROCEDURES FOR EARLY RISK ASSESSMENT AND DURING THE AWARD MONITORING ARE DEFINED BY ROLES AND RESPONSIBILITIES AT GW AND INCLUDE BUT ARE NOT LIMITED TO, THE PRINCIPAL INVESTIGATOR, HIS/HER DEPARTMENT ADMINISTRATORS, CENTRAL RESEARCH, AND FINANCIAL OFFICES WITHIN GW. GW HILLEL ONLY - THE ORGANIZATION PRESENTED PLANS FOR THE RENOVATION, MAINTENANCE, FURNISHING, AND ENDOWMENT OF GW HILLEL'S FACILITIES LOCATED ON THE GW CAMPUS. DETAILS, SUCH AS BUDGETS, ARE PROVIDED TO GW ON REQUEST IN CONNECTION WITH ITS REVIEW. A REPORT WILL BE PROVIDED TO GW UPON COMPLETION OF THE RENOVATION. METRO TEEN AIDS ONLY - THIS AWARD WAS GIVEN BY THE LEARNING BY GIVING FOUNDATION. GW COMPLETES A SITE VISIT TO ENSURE THE ORGANIZATION COMPLETED THE PROJECT AND TO ALLOW STUDENTS TO SEE THE RESULTS. A REPORT IS ALSO PROVIDED. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS: THE FINANCIAL AID OFFICE KEEPS RECORDS ON ITS INTEGRATED SOFTWARE SYSTEM THAT SUBSTANTIATES THE AMOUNT GRANTED TO EACH STUDENT, THE ELIGIBILITY CRITERIA FOR EACH STUDENT, AND THE SELECTION PROCESS USED IN AWARDING ASSISTANCE. THE UNIVERSITY'S GRANTS AND OTHER ASSISTANCE ARE INITIALLY CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT IN ITS INTEGRATED SOFTWARE SYSTEM IN ORDER TO PAY FOR TUITION, FEES, ROOM AND BOARD, AND/OR TEXTBOOK CHARGES. A CHANGE IN ENROLLMENT STATUS RESULTS IN WEEKLY REPORTS THAT FINANCIAL AID STAFF REVIEW FOR POSSIBLE ADJUSTMENTS. THE BALANCE OF AID IN EXCESS OF THE ABOVE CHARGES CAN BE REFUNDED TO THE STUDENT FOR LIVING EXPENSES. THE SYSTEM CHECKS THAT THE STUDENT IS STILL ENROLLED BEFORE ISSUING THE REFUND. SCHEDULE I, PART II IN RECOGNITION OF THE SERVICES THAT GW HILLEL PROVIDES TO STUDENTS AT GW, GW AND GW HILLEL CONDUCTED A JOINT FUNDRAISING CAMPAIGN FOR THE RENOVATION, MAINTENANCE, FURNISHINGS, AND ENDOWMENT OF GW HILLEL'S FACILITIES LOCATED ON THE GW CAMPUS. ALL RESTRICTED CONTRIBUTIONS RECEIVED BY GW UNDER THE CAMPAIGN ARE AWARDED AS GRANTS TO GW HILLEL UNDER THE TERMS OF THE JOINT FUNDRAISING AGREEMENT. X X X X true true X X X X X X true true false false false false false true false STEVEN KNAPP 800202 114509 265823 25000 82500 1288034 123450 LOUIS H KATZ 688000 103950 589160 25000 7997 1414107 STEVEN LERMAN 538710 84735 20564 56482 91652 792143 BETH NOLAN 441053 59459 122722 25000 11203 659437 66600 JEFFREY S AKMAN 682500 102375 784875 LEO M CHALUPA 383649 60684 22410 40456 10382 517581 MICHAEL MORSBERGER 344965 47351 72137 37590 20664 522707 DONALD W LINDSEY 467083 94976 23661 25000 21032 631752 DAVID P STEINOUR 294123 39973 5292 25000 7671 372059 MARGUERITE E BARRATT 319914 9824 25000 10305 365043 PAUL SCHIFF BERMAN 455180 64100 28675 27714 575669 SHAHRAM SARKANI 754504 70948 25000 20875 871327 NOZER SINGPURWALLA 307878 489437 25000 13489 835804 IRA LUPU 241050 524997 14533 6008 786588 THOMAS A MAZZUCHI 498181 27754 25000 19794 570729 MICHAEL LONERGAN 482323 10000 27903 51000 21074 592300 ROBERT A CHERNAK 492893 1547684 25000 17270 2082847 JOHN F WILLIAMS 1028997 1028997 JAMES L SCOTT 357374 55000 31760 25000 9798 478932 STEPHEN J TRACHTENBERG 330085 64539 25000 14194 433818 GREGORY E MAGGS 245436 0 0 324 0 22917 0 14394 0 283071 0 JOHN KUDLESS 143227 5000 17883 14710 3836 184656 SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS: THE UNIVERSITY REIMBURSES REASONABLE AND NECESSARY BUSINESS TRAVEL EXPENSES FOR THE SPOUSE OF AN OFFICER. THE UNIVERSITY ALSO REIMBURSES 1 KEY EMPLOYEE AND 1 HIGHEST COMPENSATED EMPLOYEE FOR REASONABLE TRAVEL COSTS FOR THEIR SPOUSES TO ATTEND CERTAIN MEETINGS AND NATIONAL CONFERENCES RELATED TO UNIVERSITY BUSINESS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE UNIVERSITY PROVIDED GROSS-UPS FOR LIMITED TYPES OF PAYMENTS TO 2 OFFICERS AND 1 FORMER OFFICER. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT AND THE PROVOST AND EXECUTIVE VICE PRESIDENT FOR ACADEMIC AFFAIRS RESIDE IN ON-CAMPUS HOUSING AS A CONDITION OF THEIR EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RESIDENCES ARE USED FOR UNIVERSITY-RELATED BUSINESS AND ENTERTAINMENT PURPOSES ON A REASONABLE AND CONTINUAL BASIS. THE VP FOR DEVELOPMENT, PER AGREEMENT, IS PROVIDED CAMPUS HOUSING. THE DEAN OF THE LAW SCHOOL, PER AGREEMENT, WAS PROVIDED A HOUSING ALLOWANCE FOR A PORTION OF THE YEAR. CLUB DUES: CLUB DUES ARE PAID ON BEHALF OF 1 OFFICER, 2 KEY EMPLOYEES, AND 2 FORMER OFFICERS. THE MEMBERSHIPS ARE USED PREDOMINANTLY FOR UNIVERSITY BUSINESS PURPOSES. THE ABOVE BENEFITS WERE TREATED AS TAXABLE COMPENSATION WHEN APPROPRIATE. SCHEDULE J, PART I, LINE 4A NOZER SINGPURWALLA, IRA LUPU, ROBERT CHERNAK, AND JOHN WILLIAMS RECEIVED SEVERANCE PAYMENTS IN THE AMOUNTS OF $461,260, $523,202, $998,400, AND $1,010,000, RESPECTIVELY. SCHEDULE J, PART I, LINE 4B IN RECOGNITION OF THE FACT THAT THE UNIVERSITY'S CONTRIBUTIONS TO QUALIFIED RETIREMENT PLAN ('401(a) PLAN') ARE LIMITED BY AN IRS CAP ON COMPENSATION ($250,000 FOR 2012) AND THE CONTRIBUTION LIMITS FOR DEFINED CONTRIBUTION PLANS ($50,000 IN 2012), THE UNIVERSITY PROVIDES ALL EMPLOYEES WHO PARTICIPATE IN THE 401(a) PLAN AND WHO EARN COMPENSATION IN EXCESS OF THE CAP WITH CONTRIBUTIONS TO A NONQUALIFIED DEFERRED COMPENSATION PLAN ('457(f) RESTORATION PLAN') EQUAL TO THE DIFFERENCE BETWEEN THE BENEFIT THE INDIVIDUAL WOULD HAVE RECEIVED UNDER THE 401(a) PLAN IF NO COMPENSATION OR CONTRIBUTION LIMITS APPLIED AND THE AMOUNT ACTUALLY ACCRUED UNDER THE 401(a) PLAN; LESS ANY EMPLOYER CONTRIBUTION TO THE GEORGE WASHINGTON UNIVERSITY ELIGIBLE DEFERRED COMPENSATION PLAN. THE AMOUNTS REPORTED IN THIS SECTION ARE ALREADY INCLUDED IN THE COMPENSATION REPORTED IN SCHEDULE J, PART II. STEVEN KNAPP - $184,155 ($38,640 current year) LOUIS H. KATZ - $27,300 STEVEN LERMAN - $31,482 BETH NOLAN - $102,443 ($21,305 current year) LEO M. CHALUPA - $15,456 MICHAEL MORSBERGER - $12,590 DONALD W. LINDSEY - $5,488 PAUL SCHIFF BERMAN - $3,675 SHAHRAM SARKANI - $52,706 NOZER SINGPURWALLA - $7,237 THOMAS A. MAZZUCHI - $8,471 MICHAEL LONERGAN - $26,000 ROBERT A. CHERNAK - $7,920 JOHN F. WILLIAMS - $18,997 JAMES L. SCOTT - $13,063 SCHEDULE J, PART I, LINE 7 GW OFFERED AN ANNUAL INCENTIVE COMPENSATION PLAN FOR CERTAIN SENIOR OFFICIALS. THE ANNUAL AWARD OPPORTUNITY IS CAPPED AT A PERCENTAGE OF THEIR SALARY. THE PLAN INCLUDES PROGRAMMATIC GOALS AND OBJECTIVES FOR THE YEAR THAT ARE SPECIFIC TO THEIR DEPARTMENT OR DIVISION, AS WELL AS THE INSTITUTIONAL GOALS. THE PLAN IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES' COMMITTEE ON GOVERNANCE, COMPENSATION AND NOMINATIONS (THE "COMMITTEE"). PRIOR TO THE PAYOUT, THE COMMITTEE REVIEWS THE PERFORMANCE OF SENIOR OFFICIALS ON THEIR GOALS AND OBJECTIVES AND AWARDS THE INCENTIVE PAYMENTS BASED ON COMPARABLE MARKET DATA. THE UNIVERSITY ALSO ENGAGES ITS INTERNAL AUDITORS TO PERFORM SPECIFIC PROCEDURES TO DETERMINE WHETHER: (1) MANAGEMENT'S REVIEW OF THE COMPENSATION PROCESS FOLLOWED INTERNAL POLICIES AND PROCEDURES; AND (2) CALCULATIONS AND SOURCE DATA USED TO DETERMINE THE INCENTIVE PAYMENTS COMPLY WITH THE PLAN BEFORE THE DATA IS PROVIDED TO THE COMMITTEE FOR CONSIDERATION. SCHEDULE J, PART II ALL OF JEFFREY S. AKMAN'S COMPENSATION REPORTED IN PART VII AND SCHEDULE J WERE RECEIVED FROM MEDICAL FACULTY ASSOCIATES FOR SERVICES PROVIDED TO GW. SCHEDULE J, PART II, COLUMN (B)(III) NOTE THAT PART II, COLUMN (B)(III), OTHER REPORTABLE COMPENSATION, INCLUDES A PAYOUT OF DEFERRED COMPENSATION FOR LOUIS H. KATZ AND ROBERT A. CHERNAK. THE DEFERRED COMPENSATION ARRANGEMENTS DATE BACK TO THE OFFICERS' HIRE DATES AT GW OVER TWO DECADES AGO, EVP&T KATZ IN 1990 AND FORMER SENIOR VICE PRESIDENT CHERNAK IN 1988. THE BOARD-APPROVED DEFERRED COMPENSATION ARRANGEMENTS ARE REPORTED AS TAXABLE INCOME IN CALENDAR YEAR 2012. PAUL SCHIFF BERMAN KEY EMPLOYEE SEE PART V X 100000 78853 false true true 78853 FAMILY MEMBER OF PAUL SCHIFF BERMAN SEE PART V 299017 EMPLOYMENT OF SPOUSE false SCHEDULE L, PART II, LINE 1, COLUMN A PURPOSE OF LOAN: UPON RECRUITMENT AND RELOCATION, GW PROVIDED ASSISTANCE WITH PURCHASE OF RESIDENCE. SCHEDULE L, PART IV, LINE 2, COLUMN B RELATIONSHIP: THE INDIVIDUAL IS A FAMILY MEMBER OF KEY EMPLOYEE PAUL SCHIFF BERMAN. X 12 X 977229 FMV - APPR. OR EST. X 180 3562251 AVG HI/LOW GIFT DATE X 1 629183 SELLING PRICE X ARCHIVES 1 5280390 APPRAISAL X EQUIPMENT 10 442128 FMV - APPR. OR EST. X OTHER 48 57466 RECEIPTS X ADJ TO LIFE INS POLICIES 1 34644 NET CASH VALUE 2 false true true SCHEDULE M, PART I, COLUMN (B) GW IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, LINE 32B MORGAN STANLEY SMITH BARNEY RECEIVES AND SELLS DONATED SECURITIES. SCHEDULE M, LINE 33 THERE ARE NO REVENUES REPORTED ON PART I, LINE 1, COLUMN (C) BECAUSE THE ORGANIZATION DOES NOT RECORD THESE AS CONTRIBUTIONS EXCEPT FOR CERTAIN COLLECTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, HAS ALL OF THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES EXCEPT THE POWER TO ELECT TRUSTEES, TO AMEND THE BYLAWS, OR TO APPROVE THE MERGER OF ANY CORPORATION WITH THE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 2 W. SCOTT AMEY, MARK V. HUGHES, AND DAVID KARLGAARD - BUSINESS RELATIONSHIP NELSON A CARBONELL, JR. AND ROBERT K. TANENBAUM - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES WERE ALL APPROVED BY THE BOARD IN JUNE 2013 TO BE EFFECTIVE JULY 1, 2013. BYLAWS ARTICLES III, IV, VII, AND X WERE AMENDED AS FOLLOWS: ARTICLE III, SECTIONS 2B AND 2C: TERM LIMITS WERE MODIFIED BY REMOVING THE POSSIBILITY OF REELECTION AFTER REACHING A TOTAL LIMIT OF 12 YEARS OF SERVICE FOR ALL TRUSTEES. ARTICLE III, SECTION 6: THE PERCENTAGE OF TRUSTEES REQUIRED FOR THE REMOVAL OF A TRUSTEE WAS MODIFIED FROM A VOTE OF TWO-THIRDS OF THE MEMBERS OF THE BOARD TO A MAJORITY VOTE. ARTICLE IV, SECTION 1: THE EXECUTIVE COMMITTEE'S DUTIES WERE MODIFIED BY ADDING THE RESPONSIBILITY TO ESTABLISH COMPENSATION POLICIES AND PRACTICES AND TO APPROVE THE COMPENSATION AND EMPLOYMENT ARRANGEMENTS OF DESIGNATED OFFICIALS OF THE UNIVERSITY, INCLUDING THE PRESIDENT. THESE DUTIES PREVIOUSLY BELONGED TO THE GOVERNANCE, COMPENSATION AND NOMINATIONS COMMITTEE. ARTICLES VI AND VII: SEPARATE ARTICLES WERE CREATED FOR THE OFFICERS OF THE BOARD (ARTICLE VI) AND OFFICERS OF THE UNIVERSITY (ARTICLE VII); THE LIST OF DESIGNATED OFFICERS WAS MODIFIED BY 1) DISTINGUISHING BETWEEN BOARD AND UNIVERSITY OFFICERS, 2) ADDING THE OFFICE OF THE PROVOST, AND 3) UPDATING THE SIGNATURE AUTHORITY OF ALL UNIVERSITY OFFICERS BY DISTINGUISHING ACADEMIC AND OPERATIONAL AGREEMENTS AND INCLUDING THE AUTHORITY TO SUB DELEGATE THE SIGNATURE AUTHORITY. ARTICLE X: THE STANDARD FOR APPROVAL OF ACTIONS TAKEN BY WRITTEN CONSENT WAS MODIFIED FROM A VOTE OF TWO-THIRDS OF THE MEMBERS OF THE BOARD TO A UNANIMOUS VOTE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED IN-HOUSE BY THE UNIVERSITY'S TAX DEPARTMENT. THE PRIMARY SOURCE OF INFORMATION WAS THE AUDITED FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION. THE FINANCIAL STATEMENTS NOT ONLY SERVED AS A SOURCE OF INFORMATION BUT ALSO RECONCILED WITH THE COMPLETED 990. THE PRIMARY DIFFERENCE BETWEEN THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 WAS THE PRESENTATION FORMAT AND SPECIAL GROUPINGS OF INCOME, EXPENSES, AND BALANCE SHEET ACCOUNTS REQUIRED ON THE FORM 990. SECONDARY INFORMATION USED TO PREPARE THE FORMS CAME FROM THE OFFICES THAT HAVE PRIMARY RESPONSIBILITY FOR AN ACTIVITY, INCLUDING THE COMPTROLLER'S OFFICE (FINANCIAL REPORTING, GRANTS AND CONTRACTS ACCOUNTING SERVICES), ACCOUNTS PAYABLE, PAYROLL SERVICES, OFFICE OF THE SENIOR VP AND GENERAL COUNSEL, OFFICE OF COMPLIANCE AND PRIVACY, CHIEF INVESTMENT OFFICE, UNIVERSITY BUDGET OFFICE, AND ATHLETICS, ALONG WITH OTHER OFFICES AND DEPARTMENTS THROUGHOUT THE UNIVERSITY. ONCE PREPARED, THE FORM WAS REVIEWED INTERNALLY BY THE COMPTROLLER, THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE, THE OFFICE OF THE SENIOR VP AND GENERAL COUNSEL, THE EXECUTIVE VICE PRESIDENT AND TREASURER, THE PRESIDENT, AND EXTERNALLY BY PRICEWATERHOUSECOOPERS, LLP. THE COMPLIANCE AND PRIVACY OFFICE, THE OFFICE OF THE VP FOR DEVELOPMENT, AND VP FOR EXTERNAL RELATIONS PROVIDED INPUT AND REVIEWED SPECIFIC SECTIONS FOR WHICH THEY ARE SUBJECT MATTER EXPERTS. A SPECIAL MEETING OF THE COMMITTEE ON FINANCE AND AUDIT OF THE UNIVERSITY'S BOARD OF TRUSTEES PROVIDED A FULL INSTITUTIONAL REVIEW OF THE FORM TO ENSURE COMPLIANCE WITH THE FEDERAL TAX AUTHORITIES. PRIOR TO FILING, A FINAL COPY OF THE 990 WAS PROVIDED TO THE FULL BOARD FOR AN OPPORTUNITY TO REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE MONITORED BY THE UNIVERSITY'S OFFICE OF COMPLIANCE AND PRIVACY, WHICH DISTRIBUTES AN ANNUAL QUESTIONNAIRE. THE QUESTIONNAIRES ARE COLLECTED, AND THE DISCLOSURES ARE SUMMARIZED AND SHARED WITH THE OFFICE OF THE SENIOR VP AND GENERAL COUNSEL AND THE BOARD OF TRUSTEES' COMMITTEE ON FINANCE AND AUDIT. ANY DISCLOSURE WHICH REVEALS FACTS THAT INDICATE AN ACTUAL OR APPARENT CONFLICT IS REVIEWED AND, WHEN APPROPRIATE, A PLAN IS IMPLEMENTED TO REMEDY, MANAGE, OR MINIMIZE SUCH CONFLICT. THESE PLANS ARE MONITORED AND ENFORCED THROUGH ONGOING OVERSIGHT, COORDINATED BY THE OFFICE OF COMPLIANCE AND PRIVACY, INCLUDING A THOROUGH REVIEW OF UNIVERSITY PAYMENT REQUESTS THAT MAY CREATE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMMITTEE ON GOVERNANCE, COMPENSATION AND NOMINATIONS (THE "COMMITTEE") OF THE UNIVERSITY'S BOARD OF TRUSTEES WAS DELEGATED THE AUTHORITY BY THE BOARD TO SET EXECUTIVE COMPENSATION. THE COMMITTEE, SERVING AS THE COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION FOR THE PRESIDENT, AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDED BY THE PRESIDENT FOR THE OFFICERS AND KEY EMPLOYEES. IN MAKING ITS ASSESSMENTS, THE COMMITTEE OBTAINS COMPENSATION INFORMATION PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT INCLUDES MARKET DATA FROM COMPARABLE UNIVERSITIES FOR COMPARABLE POSITIONS. BEGINNING IN FY2014, THE RESPONSIBILITY FOR THIS PROCESS IS DELEGATED TO THE EXECUTIVE COMMITTEE. IN DETERMINING THE PRESIDENT'S COMPENSATION, THE COMMITTEE CONSIDERS THE CONSULTANT'S REPORT AND MARKET DATA IN ADDITION TO THE TERMS OF HIS EMPLOYMENT CONTRACT. THE COMMITTEE ALSO TAKES INTO CONSIDERATION ACCOMPLISHMENTS FOR THE CURRENT FISCAL YEAR AS WELL AS GOALS FOR THE UPCOMING FISCAL YEAR. WHEN REVIEWING THE REASONABLENESS OF THE SENIOR OFFICIALS' COMPENSATION, IN ADDITION TO CONSIDERING THE CONSULTANT'S REPORT AND MARKET DATA, THE COMMITTEE ALSO REVIEWS SENIOR OFFICIALS' PERFORMANCE, TAKING INTO ACCOUNT THE PRESIDENT'S RECOMMENDATIONS AND OTHER INFORMATION AS IT DEEMS APPROPRIATE FROM TIME TO TIME, SUCH AS GOALS AND ACCOMPLISHMENTS, LENGTH OF SERVICE, AND PRIOR SALARY HISTORY. IF ANY SENIOR OFFICIAL'S COMPENSATION IS ABOVE MARKET DATA, THE COMMITTEE CONSIDERS ALL RELEVANT FACTORS AND, IF IT APPROVES THE COMPENSATION, EXPLAINS ITS RATIONALE AND INCLUDES ITS EXPLANATION IN THE MINUTES. THE COMMITTEE KEEPS MINUTES OF ALL FINAL ACTIONS AT EACH MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS (CHARTER AND BYLAWS) ARE AVAILABLE ON THE BOARD OF TRUSTEE'S WEBSITE AT: HTTP://TRUSTEES.GWU.EDU/GOVERNING-DOCUMENTS. THE MISSION STATEMENT CAN BE FOUND AT: HTTP://TRUSTEES.GWU.EDU/GW-MISSION-STATEMENT. THE FACULTY AND NON-FACULTY CONFLICT OF INTEREST POLICIES ARE AVAILABLE FROM THE UNIVERSITY'S POLICIES WEBSITE AT: WWW.POLICY.GWU.EDU. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE ANNUAL REPORT, WHICH IS POSTED ON THE FINANCE DIVISION WEBSITE AT: HTTP://FINANCE.GWU.EDU/REPORTS. FORM 990, PART VII, ADDITIONAL TRUSTEE INFORMATION ALL TRUSTEES SERVE WITHOUT COMPENSATION FOR THEIR ROLE AS TRUSTEE. NO TRUSTEE DEVOTES FULL TIME TO THIS POSITION. THE AVERAGE NUMBER OF HOURS EACH TRUSTEE DEVOTES TO HIS/HER POSITION ON THE BOARD OF TRUSTEES DEPENDS UPON THE TRUSTEE'S LEADERSHIP ON THE BOARD AND COMMITTEES. THREE BOARD MEETINGS AND ONE RETREAT WERE HELD DURING THE FISCAL YEAR. EACH TRUSTEE SERVES ON AT LEAST ONE COMMITTEE. FORM 990, PART IX, LINE 14 INFORMATION TECHNOLOGY EXPENSE INCLUDES HARDWARE, SOFTWARE, AND MAINTENANCE COSTS, AS WELL AS PAYMENTS TO CONTRACTORS FOR IT SERVICES. FORM 990, PART IX, LINE 24D IN FY08, THE UNIVERSITY ADOPTED THE OPTIONAL METHOD DESCRIBED IN THE IRS FORM INSTRUCTIONS FOR REPORTING INDIRECT EXPENSES RECORDED IN VARIOUS COST CENTERS AS A SEPARATE LINE ITEM (LINE 24D). INDIRECT EXPENSES INCLUDE, BUT ARE NOT LIMITED TO, FACILITIES OVERHEAD, POSTAGE, TELEPHONE, PRINT, AND ADVERTISING SERVICES PERFORMED BY INTERNAL DEPARTMENTS. THE RECLASSIFICATION OF INDIRECT EXPENSES TO A SEPARATE LINE PRESERVES THE OBJECT CLASSIFICATION OF EACH INDIVIDUAL EXPENSE SO THAT ONLY COSTS PAID TO THIRD PARTIES FOR GOODS AND SERVICES ARE REPORTED. FORM 990, PART XI, LINE 9, OTHER CHANGES IN NET ASSETS CHANGE IN VALUE OF CHARITABLE TRUSTS - $2,415,309 ADJUSTMENT FOR SUBSIDIARY ACTIVITY - ($323,293) POST RETIREMENT RELATED CHARGES FAS 158 - $1,198,000 RECOVERIES (LOSSES) ON PLEDGE CONTRIBUTIONS - ($1,102,596) TOTAL TO FORM 990, PART XI, LINE 9 - $2,187,420 DYNAMO BRASIL VII LLC CORP TST CTR 1209 ORANGE ST WILMINGTON DE 19801 INVESTMENTS DE 61138762 GW GEORGE WASHINGTON WORLDWIDE LLC 2121 EYE STREET NW WASHINGTON DC 20052 INTL EDUC DC 179752 GW THE GEORGE WASHINGTON ALUMNI ASSOCIATION 1918 F STREET NW WASHINGTON DC 20052 521437464 ALUM ACTIVITY DC 501(C)(3) TYPE III NA false MOUNT VERNON COLLEGE TAX DEPT 45155 RESEARCH PLACE STE ASHBURN VA 20147 530196635 EDUC/SUPP GW DC 501(C)(3) TYPE I GW true WASHINGTON RESEARCH LIBRARY CONSORTIUM 901 COMMERCE DRIVE UPPER MARLBORO MD 20774 521559828 LIBRARY SVCS DC 501(C)(3) TYPE II NA false 37 CHARITABLE TRUSTS CHARITABLE GIV NA TRUST true QIAOHUA MGMT CONSULTING (SUZHOU) CO LTD KAI TAI BLDG NO 158 RENAI RD SUZHOU JIANGSU CH CONSULTING SVCS CH GWWW LLC C CORP 407599 274745 1.00000 true false true false false false false false false false false false false true false false false false false true THE GEORGE WASHINGTON ALUMNI ASSOCIATION S 80000 INVOICES QIAOHUA MGMT CONSULTING (SUZHOU) CO LTD B 200000 REG. CAPITAL QIAOHUA MGMT CONSULTING (SUZHOU) CO LTD M 250200 INVOICES WASHINGTON RESEARCH LIBRARY CONSORTIUM M 1065335 INVOICES