Bush Foundation 990 forms 2007 through 2010
Content
Form
½½´
OMB No. 1545;0047
Department of the Treasury Internal Revenue Service
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)
The organization may have to use a copy of this return to satisfy state reporting requirements.
A For the 2010 calendar year, or tax year beginning B
C Name of organization
Check if applicable: Address change Name change Initial return Terminated Amended return Application pending
I
Return of Organization Exempt From Income Tax
À¾´
Inspection
Open to Public
, 2010, and ending
, 20
D Employer identification number
THE GEORGE W. BUSH FOUNDATION
Doing Business As Number and street (or P.O. box if mail is not delivered to street address) Room/suite
204119317
E Telephone number
P.O. BOX 600610
City or town, state or country, and ZIP + 4
(214) 890 9943 214 ) 890
MARK LANGDALE P.O. BOX 600610 DALLAS, TX 75206 X 501(c)(3) Tax;exempt status: I 501(c) ( ) (insert no.) 4947(a)(1) or WWW.GEORGEWBUSHCENTER.COM J Website: K Form of organization: X Corporation Trust Association Other Summary Part I
F Name and address of principal officer:
I
DALLAS, TX 75206
J
G Gross receipts $
H(a) Is this a group return for
affiliates?
I
166,880,136. Yes X No
H(b) Are all affiliates included? 527 H(c) Group exemption number
If "No," attach a list. (see instructions)
L Year of formation:
2006
M State of legal domicile:
I
Yes
No
TX
1
Activities & Governance
Briefly describe the organization's mission or most significant activities:
ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY TO HOUSE, PRESERVE AND DISPLAY THE BOOKS, DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS AND OTHER MEMORABILIA OF GEORGE W. BUSH.
if the organization discontinued its operations or disposed of more than 25% of its net assets.
2 3 4 5 6 7a b 8 9 10 11 12 13 14 15 16a
Check this box
Number of voting members of the governing body (Part VI, line 1a)
I
Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2010 (Part V, line 2a) Total number of volunteers (estimate if necessary) Total gross unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990;T, line 34 Contributions and grants (Part VIII, line 1h) Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) Grants and similar amounts paid (Part IX, column (A), lines 1;3) Benefits paid to or for members (Part IX, column (A), line 4) Professional fundraising fees (Part IX, column (A), line 11e)
Total revenue ; add lines 8 through 11 (must equal Part VIII, column (A), line 12)
Expenses
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5;10)
b Total fundraising expenses (Part IX, column (D), line 25)
1 7 Other expenses (Part IX, column (A), lines 11a;11d, 11f;24f) 1 8 Total expenses. Add lines 13;17 (must equal Part IX, column (A), line 25) 1 9 Revenue less expenses. Subtract line 18 from line 12
2 0 Total assets (Part X, line 16) 2 1 Total liabilities (Part X, line 26) 2 2 Net assets or fund balances. Subtract line 21 from line 20 Signature Block Part II
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 152,290,549. mmmmmmmmmmmmm 0. mmmmmmmmmmmmm 104,875. mmmmm 2,686. m m m m m mm mm mm mm mm mm mm 152,188,360. 0. mmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmm 1,125,024. mmmmmmm 107,013. m m m 13,376,427.m m m m m mmmmmmmmm I mmmmmmmmmmmmmmmm 4,318,647. 5,550,684. m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm 146,637,676. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 173,774,060. 1,549,212. m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 172,224,848.
3 4 5 6 7a 7b
Prior Year COPY FOR PUBLIC INSPECTION
Beginning of Current Year Date
9. 8. 17. 96.
Current Year
161,162,992. 0. 72,752. 218,254. 161,017,490. 1,015,355. 0. 4,170,941. 939,724. 15,371,024. 21,497,044. 139,520,446.
End of Year
Net Assets or Fund Balances
Revenue
316,521,565. 4,780,825. 311,740,740.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
M M
Signature of officer
Type or print name and title Preparer's signature
Print/Type preparer's name
Paid Preparer Use Only Firm's name
Firm's address
May the IRS discuss this return with the preparer shown above? (see instructions)
For Paperwork Reduction Act Notice, see the separate instructions.
JSA 0E1065 3.000
I I
GRANT THORNTON LLP EIN 1717 MAIN STREET, SUITE 1500 DALLAS, TX 75201 Phone no.
I I 2145612300 m m m m m m m m m m m m m m m m m m m m Im m m m X
Date Check if self; employed PTIN
Yes
No
(2010)
Form
990
4133AN 649J
0179053
PAGE 4
Form 990 (2010)
Part III
Statement of Program Service Accomplishments Check if Schedule O contains a response to any question in this Part III
mmmmmmmmmmmmmmmmmmmmmmmm
Page
2
1 Briefly describe the organization's mission:
ATTACHMENT 1
2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990;EZ? If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?
Yes If "Yes," describe these changes on Schedule O. 4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4 a (Code:
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
including grants of $
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Yes
X No
X No
) (Expenses $
6,524,257.
1,015,355.
) (Revenue $
161,162,992.
)
DEVELOPMENT OF THE GEORGE W. BUSH PRESIDENTIAL CENTER AND THE ONGOING ADMINISTRATION AND FUNDING OF THE FOUNDATION'S ACTIVITIES, INCLUDING PROGRAMMING OF THE GEORGE W. BUSH INSTITUTE.
4 b (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4 c (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4 d Other program services. (Describe in Schedule O.) (Expenses $ including grants of $ 6,524,257. 4 e Total program service expenses
JSA 0E1020 1.000
I
) (Revenue $
)
Form
990
(2010)
4133AN 649J
0179053
PAGE 5
Form 990 (2010)
Part IV
1 2 3 4 5
Checklist of Required Schedules
6
7 8 9
10 11 a b c d
e f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors? (see instructions) Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98;19? If "Yes," complete Schedule C, Part III Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi;endowments? If "Yes," complete Schedule D, Part V If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Did the organization report an amount for investments;program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page Yes No
3
1 2 3 4
X X X X
5
6 7 8
X X X
9 10
X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmm mm mmmmmmm mmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmm
0179053
1 1a 1 1b 1 1c 1 1d 1 1e 11f 1 2a 1 2b 13 1 4a 1 4b 15 16 17 18 19 2 0a 2 0b
Form
X X X X X X X X X X X X X X X X X X
990
(2010)
1 2 a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI, XII, and XIII b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if
the organization answered "No" to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
1 3 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 1 4 a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If "Yes," complete Schedule F, Parts I and IV 1 5 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV 1 6 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV 1 7 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) 1 8 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II 1 9 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III 2 0 a Did the organization operate one or more hospitals? If "Yes," complete Schedule H b If "Yes" to line 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990 filers that operate one or more hospitals must attach audited financial statements (see instructions)
JSA 0E1021 1.000
4133AN 649J
PAGE 6
Form 990 (2010)
Part IV
21 22 23
Checklist of Required Schedules (continued)
24 a
b c d 25 a b
26 27
28 a b c 29 30 31 32 33 34 35 a
36 37
38
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J Did the organization have a tax;exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 2 4b through 24d and complete Schedule K. If “No,” go to line 2 5 Did the organization invest any proceeds of tax;exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax;exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990;EZ? If "Yes," complete Schedule L, Part I Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," complete Schedule L, Part III Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV Did the organization receive more than $25,000 in non;cash contributions? If "Yes," complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701;2 and 301.7701;3? If "Yes," complete Schedule R, Part I Was the organization related to any tax;exempt or taxable entity? If "Yes," complete Schedule R, Parts II, III, IV, and V, line 1 Is any related organization a controlled entity within the meaning of section 512(b)(13)? Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, X No Part V, line 2 Yes Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non;charitable related organization? If "Yes," complete Schedule R, Part V, line 2 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
Page Yes No
4
21 22
X X
23
X
2 4a 2 4b 2 4c 2 4d 2 5a
X
X
2 5b 26
X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm
0179053
mmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm
27
X
2 8a 2 8b 2 8c 29 30 31 32 33 34 35
X X X X X X X X X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm
36
X
37 38
Form
X X
990
(2010)
JSA 0E1030 1.000
4133AN 649J
PAGE 7
Form 990 (2010)
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response to any question in this Part V
1a 1 a Enter the number reported in Box 3 of Form 1096. Enter ;0; if not applicable 1b b Enter the number of Forms W;2G included in line 1a. Enter ;0; if not applicable c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2 a Enter the number of employees reported on Form W;3, Transmittal of Wage and Tax 2a Statements, filed for the calendar year ending with or within the year covered by this return b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note. If the sum of lines 1a and 2a is greater than 250, you may be required to efile. (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a Form 990;T for this year? If "No," provide an explanation in Schedule O 4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If “Yes,” enter the name of the foreign country: See instructions for filing requirements for Form TD F 90;22.1, Report of Foreign Bank and Financial Accounts. 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If "Yes," to line 5a or 5b, did the organization file Form 8886;T? 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible? b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7d d If "Yes," indicate the number of Forms 8282 filed during the year e f g h 8
mmmmmmmmmmmmmmmmmmmmmmm 60 mmmmmmmmmm 0 mmmmmmmmm X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 17 m X
Yes
Page
5
No
1c
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmm mmmmmmmmmmmmm
2b 3a 3b
X
4a
X
5a 5b 5c 6a 6b
X X
X
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098;C?
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmm mmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmm
7a 7b 7c 7e 7f 7g 7h
X X X X X
9 a b 10 a b 11
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. Did the organization make any taxable distributions under section 4966? Did the organization make a distribution to a donor, donor advisor, or related person? Section 501(c)(7) organizations. Enter: 1 0a Initiation fees and capital contributions included on Part VIII, line 12 1 0b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
8 9a 9b
Section 501(c)(12) organizations. Enter: 1 1a a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources 1 1b against amounts due or received from them.) 1 2 a Section 4947(a)(1) non)exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 1 2b b If "Yes," enter the amount of tax;exempt interest received or accrued during the year 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 1 3b 1 3c c Enter the amount of reserves on hand
1 2a
1 4 a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
JSA 0E1040 1.000
mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m mm mm mm mm mm mm
0179053
1 3a
1 4a 1 4b
Form
X
990
(2010)
4133AN 649J
PAGE 8
Form 990 (2010)
for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response to any question in this Part VI X Section A. Governing Body and Management
1a Enter the number of voting members of the governing body at the end of the tax year b Enter the number of voting members included in line 1a, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 6 Does the organization have members or stockholders? 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? b Each committee with authority to act on behalf of the governing body? 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O
Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
Section C. Disclosure
17 18
1 0 a Does the organization have local chapters, branches, or affiliates? b If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 1 1 a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 1 2 a Does the organization have a written conflict of interest policy? If "No," go to line 13 b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this is done 13 Does the organization have a written whistleblower policy? 14 Does the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.) 1 6 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements?
mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm I ATTACHMENT 2
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm
9 mmmmmm 8 mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmm mmmmmm mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmm
1a 1b
mmmmmmmmmmmmmmmm
Page
6
Yes
No
2 3 4 5 6 7a 7b
X X X X X X X
8a 8b 9
X X X
1 0a 1 0b 1 1a 1 2a 1 2b 1 2c 13 14
X
X X X X X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
1 5a 1 5b
X X
1 6a
X
1 6b
List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990;T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply. X Own website X Upon request Another's website Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: LAURIE MARTIN P.O. BOX 600610 DALLAS, TX 75206
Form
19 20
I 2148909943
JSA 0E1042 1.000
990
(2010)
4133AN 649J
0179053
PAGE 9
Form 990 (2010)
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response to any question in this Part VII
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
mmmmmmmmmmmmmmmmmmmmm
Page
7
Section A.
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter ;0; in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W;2 and/or Box 7 of Form 1099;MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A) Name and Title (B) Average hours per week
(describe hours for related organizations in Schedule O)
% % % % %
(C)
Position (check all that apply) Individual trustee or director Institutional trustee Officer Key employee Highest compensated employee Former
(D) Reportable compensation from the organization (W;2/1099;MISC)
(E) Reportable compensation from related organizations (W;2/1099;MISC)
(F) Estimated amount of other compensation from the organization and related organizations
(1) DONALD L. EVANS (2) MARVIN P. BUSH (3) MARK LANGDALE
CHAIRMAN/DIRECTOR VICE PRES/TREASURER/DIRECTOR PRESIDENT/DIRECTOR
5.00 3.00 40.00 3.00 3.00 15.00 3.00 3.00 3.00 3.00 40.00 40.00 40.00 40.00 40.00 40.00
X X X X X X X X X
X X X
0. 0. 400,000. 0. 0. 0. 0. 0. 0.
0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
Form
0. 0. 155,694. 0. 0. 0. 0. 0. 0. 0. 55,428. 38,520. 73,564. 136,847. 49,123. 23,421. 990 (2010) PAGE 10
(4) LAURA W. BUSH
DIRECTOR
(5) BRADFORD M. FREEMAN
DIRECTOR
(6) JEANNE L. PHILLIPS
DIRECTOR
(7) MERCER REYNOLDS
DIRECTOR
(8) CRAIG R. STAPLETON
DIRECTOR
(9) R. GERALD TURNER
DIRECTOR
(10)HARRIET MIERS
SECRETARY
X X X X X X X
0. 143,750. 170,872. 166,474. 426,667. 132,000. 125,019.
(11)LAURIE J. MARTIN
CHIEF FINANCIAL OFFICER
(12)COLIN STEWART
CHIEF OPERATING OFFICER
(13)STACY L. CINATL
CHIEF OPERATING OFFICER
(14)JAMES K. GLASSMAN
INSTITUTE EXECUTIVE DIRECTOR
(15)ELISABETH T. ANASTASI
VP DEVELOPMENT
(16)JEFFREY A. INNMON
PROJECT MANAGER
JSA 0E1041 1.000
4133AN 649J
0179053
Form 990 (2010)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A) Name and title (B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply) Individual trustee or director Institutional trustee Officer Key employee Highest compensated employee Former
(D) Reportable compensation from the organization (W;2/1099;MISC)
(E) Reportable compensation from related organizations (W;2/1099;MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(17) (18) (19) (20) (21) (22) (23) (24) (25) (26) (27) (28)
1b c d 2
1,564,782. Sub)total Total from continuation sheets to Part VII, Section A 1,564,782. Total (add lines 1b and 1c) Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization 7
m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmmmmmmmmmmmmmmmmmmmmm I I m I
0. 0.
532,597. 532,597.
3 4
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person 5 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
5
(A) Name and business address (B) Description of services (C) Compensation
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmm
Yes No 3
X
4
X X
ATTACHMENT 3
2
JSA
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 7
Form
I
990
(2010)
0E1050 1.000
4133AN 649J
0179053
PAGE 11
Form 990 (2010)
Page
9
Part VIII
Statement of Revenue
Contributions, gifts, grants Program Service Revenue and other similar amounts
1a b c d e f g h 2a b c d e f g 3 4 5 6a b c d 7a b c d
Federated campaigns Membership dues Fundraising events
Related organizations
Government grants (contributions)
All other contributions, gifts, grants,
and similar amounts not included above
Noncash contributions included in lines 1a;1f: $
Total. Add lines 1a;1f
mmmmmmmm mmmmmmmmm mmmmmmmmm mmmmmmmm mm m m m m m m m m m m m m m m m m m m m mI
1a 1c 1e 1f 1b 1d
4,713,062. 156,449,930. 35,379,393.
(A) Total revenue
(B) Related or exempt function revenue
(C) Unrelated business revenue
(D) Revenue excluded from tax under sections 512, 513, or 514
161,162,992.
Business Code
All other program service revenue Total. Add lines 2a;2f other similar amounts) Royalties
Investment income (including dividends, interest, and
Income from investment of tax;exempt bond proceeds (i) Real
Gross Rents
Less: rental expenses
Rental income or (loss) Net rental income or (loss)
m m m m m m mm mm mm mm mm m m m m m m m m I m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m mm mm mm I I mmmmmmmm mmm m mm m m m m m m m m m m m m m m m m I
(ii) Personal
0. 83,444. 0. 0. 83,444.
Gross amount from sales of assets other than inventory Less: cost or other basis and sales expenses Gain or (loss) Net gain or (loss) Gross income
mmmm m m mm mm mm mm mm m m m m m m m m m m m m m m m m
(i) Securities (ii) Other
5,616,394. 5,627,086. 10,692.
0.
Other Revenue
8a
from
events (not including $ See Part IV, line 18
b c 9a b c 10a b c 11a b c d e 12
of contributions reported on line 1c).
Less: direct expenses b Net income or (loss) from fundraising events Gross income from gaming activities. See Part IV, line 19
a
Less: direct expenses b Net income or (loss) from gaming activities Gross sales of inventory, returns and allowances less
a
Less: cost of goods sold b Net income or (loss) from sales of inventory Miscellaneous Revenue Business Code
MAILING LIST RENTAL 900099
mmmmmmmmmmm m m m m m m m m m m m ATCH m 5 m mmmm m I mmmmmmmmmmm mmmmmmmmmmmmmmmmmmm I mmmmmmmmm mmmmmmmmmmmmmmmmmm I
fundraising
4,713,062.
I
10,692.
10,692.
ATCH 4
a
14,990. 220,570. 220,570.
235,560.
0.
0. 2,316. 2,316.
All other revenue
Total. Add lines 11a;11d Total revenue. See instructions
m m m m mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m m m m m m m m mI I
2,316. 161,017,490. 145,502.
Form
990
(2010)
JSA 0E1051 2.000
4133AN 649J
0179053
PAGE 12
Form 990 (2010)
Page
10
Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.
1 2 3
Grants and other assistance to governments and organizations in the U.S. See Part IV, line 2 1 Grants and other assistance to individuals in the U.S. See Part IV, line 2 2
mm mmmmmmmmmm
(A) Total expenses
(B) Program service expenses
(C) Management and general expenses
(D) Fundraising expenses
0. 1,015,355. 1,015,355.
Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 1 6 Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees
Compensation not included above, to disqualified persons described in section 4958(c)(3)(B) persons (as defined under section 4958(f)(1)) and
4 5 6
7 8 9 10 11
Other salaries and wages
Pension plan contributions (include section 401(k) and section 403(b) employer contributions)
Other employee benefits Payroll taxes
Fees for services (non;employees):
a Management b Legal c Accounting d Lobbying
e Professional fundraising services. See Part IV, line 1 7 f Investment management fees g Other 12 13 14 15 16 17 18 19 20 21 22 23 24
Advertising and promotion Office expenses Royalties Travel Information technology Occupancy
mmmmmm mmmmmmmmmmmm mmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmm
Itemize expenses not covered
mmmmmmmm mmmmmmmmm mmmmmmmmmm
0. 0. 1,765,470. 776,885. 682,636. 305,949.
0. 1,856,703. 41,199. 375,206. 132,363. 0. 287,859. 72,458. 0. 939,724. 0. 0. 22,132. 415,657. 400,563. 0. 370,392. 412,181. 0. 2,574,720. 0. 0. 115,030. 31,853.
727,043. 12,255. 142,211. 49,305.
166,576. 4,981. 64,517. 9,624.
963,084. 23,963. 168,478. 73,434.
276,089. 72,458.
11,770.
939,724.
22,132. 102,919. 247,801. 81,847. 343,510.
77,517. 12,755. 283,385. 60,612.
235,221. 140,007. 5,160. 8,059.
Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings Interest Payments to affiliates Insurance
Other
814,650.
1,760,070.
Depreciation, depletion, and amortization
expenses.
45,195.
29,298. 31,853.
40,537.
above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
DIRECT MARKETING EXPENSE PRODUCTION c CONSULTING d EXHIBIT FABRICATION & INSTAL e FILING FEES
b VIDEO a f All other expenses 25 26
Total functional expenses. Add lines 1 through 24f
Joint Costs. Check here if following SOP 98;2 (ASC 958;720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
I
JSA 0E1052 1.000
mmmmmm
8,491,294. 1,120,985. 975,699. 58,502. 13,485. 8,214. 21,497,044.
8,491,294. 1,120,985. 685,289. 58,502. 2,284. 6,524,257. 98,271. 192,139. 13,485. 4,053. 13,376,427.
1,877. 1,596,360.
Form
990
(2010)
4133AN 649J
0179053
PAGE 13
Form 990 (2010)
Part X
Balance Sheet
1 2 3 4 5
Cash ; non;interest;bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
Receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions)
6
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm m m m m m m m m m m m m m m m mmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmm mmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm
and
mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page
11
(A) Beginning of year
(B) End of year
1,394,834. 33,443,849. 120,747,608. 0.
1 2 3 4
27,878,052. 43,342,713. 156,933,492. 54,250.
Net Assets or Fund Balances
Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges Land, buildings, and equipment: cost or 39,317,279. other basis. Complete Part VI of Schedule D 1 0a 177,981. 1 0b b Less: accumulated depreciation 1 1 Investments ; publicly traded securities 1 2 Investments ; other securities. See Part IV, line 11 1 3 Investments ; program;related. See Part IV, line 11 1 4 Intangible assets 1 5 Other assets. See Part IV, line 11 1 6 Total assets. Add lines 1 through 15 (must equal line 34) 1 7 Accounts payable and accrued expenses 1 8 Grants payable 1 9 Deferred revenue 2 0 Tax;exempt bond liabilities 2 1 Escrow or custodial account liability. Complete Part IV of Schedule D 2 2 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 2 3 Secured mortgages and notes payable to unrelated third parties 2 4 Unsecured notes and loans payable to unrelated third parties 2 5 Other liabilities. Complete Part X of Schedule D 2 6 Total liabilities. Add lines 17 through 25 X and complete Organizations that follow SFAS 117, check here lines 27 through 29, and lines 33 and 34.
7 8 9 10a 27 28 29
mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
5
6 7 8 276,734. 9
Assets
4,000.
17,911,035. 1 0c 0. 1 1
12 13 14 0. 1 5 173,774,060. 1 6 1,549,212. 1 7 18 19 20 21
39,139,298. 15,198,093.
33,971,667. 316,521,565. 4,490,003.
Liabilities
22 23 24 0. 2 5 1,549,212. 2 6
290,822. 4,780,825.
Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Organizations that do not follow SFAS 117, check here complete lines 30 through 34.
54,474,206. 2 7 117,750,642. 2 8
29
126,143,869. 185,596,871.
30 31 32 33 34
Capital stock or trust principal, or current funds Paid;in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances
30 31 32 172,224,848. 3 3 173,774,060. 3 4
311,740,740. 316,521,565. Form 990 (2010)
JSA 0E1053 1.000
4133AN 649J
0179053
PAGE 14
Form 990 (2010)
Part XI
1 2 3 4 5 6
Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) Check if Schedule O contains a response to any question in this Part XII
Part XII
mmmmmmmmmmmmmmmmmmmmmmm X 161,017,490. mmmmmmmmmmmmmmmmmmmmmmmmmm 21,497,044. mmmmmmmmmmmmmmmmmmmmmmmmmm 139,520,446. mmmmmmmmmmmmmmmmmmmmmmmmmmmm 172,224,848. mmmmmmmm 4,554. mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 311,740,740. Financial Statements and Reporting mmmmmmmmmmmmmmmmmmmmmm
Page
12
Check if Schedule O contains a response to any question in this Part XI
Reconciliation of Net Assets
1 2 3 4 5 6
Yes 1
No
2a b c
d
3a b
X Accrual Accounting method used to prepare the Form 990: Cash Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? Were the organization's financial statements audited by an independent accountant? If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: Both consolidated and separate basis X Separate basis Consolidated basis As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A;133? If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
mmmmmmmm mmmmmmmmmmmmmmmm mmmmm
2a 2b 2c
X X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
3a 3b
Form
X
990
(2010)
JSA 0E1054 1.000
4133AN 649J
0179053
PAGE 15
SCHEDULE A
(Form 990 or 990)EZ)
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
Department of the Treasury Internal Revenue Service
Name of the organization
I
Attach to Form 990 or Form 990)EZ.
I
OMB No. 1545;0047
À¾´
See separate instructions.
Open to Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Reason for Public Charity Status (All organizations must complete this part.) See instructions. Part I
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 3 31 /3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions ; subject to certain exceptions, and (2) no more than 3 31/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type I b Type II c Type III ; Functionally integrated d Type III ; Other e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) 11g(i) and (iii) below, the governing body of the supported organization? 11g(ii) (ii) A family member of a person described in (i) above? 11g(iii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? h Provide the following information about the supported organization(s).
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
(iv) Is the organization in col. (i) listed in your governing document? Yes No (v) Did you notify
the organization in col. (i) of your support?
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1;9 above or IRC section (see instructions))
(vi) Is the organization in col. (i) organized in the U.S.? Yes No
(vii) Amount of support
Yes
No
(A) (B) (C) (D) (E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1210 3.000
Schedule A (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 16
Schedule A (Form 990 or 990;EZ) 2010
Page
2
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support
Calendar year (or fiscal year beginning in)
Part II
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") Tax revenues levied for the organization's benefit and either paid to or expended on its behalf The value of services or facilities furnished by a governmental unit to the organization without charge
Total. Add lines 1 through 3
2
mmmmmmmmmmmmmmmm mmmmmmm mmmmmmm mmmmmmm
mmmmmm
I
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
2,741,253.
107,866.
24,642,061.
152,290,549.
161,162,992.
340,944,721.
3 4 5
2,741,253.
107,866.
24,642,061.
152,290,549.
161,162,992.
340,944,721.
6
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 from line 4.
Section B. Total Support
7 8
Calendar year (or fiscal year beginning in)
Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Net income from unrelated business activities, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ATCH 1
Total support. Add lines 7 through 10
mmmmmmmmmmmmmmmmm mmmmmmmmmmm mm mmmmmmmmmm
m m m m m m m m Im m
67,281,617. 273,663,104.
(a) 2006
2,741,253.
(b) 2007
107,866.
(c) 2008
24,642,061.
(d) 2009
152,290,549.
(e) 2010
161,162,992.
(f) Total
340,944,721.
44,088.
103,206.
34,630.
23,246.
83,444.
288,614.
9
11 12 13
mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Section C. Computation of Public Support Percentage mmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmI
10
49. 73. 0. 2,686. 2,315.
5,123.
341,238,458.
Gross receipts from related activities, etc. (see instructions)
12
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here
X
% %
14 1 4 Public support percentage for 2010 (line 6, column (f) divided by line 11, column (f)) 15 1 5 Public support percentage from 2009 Schedule A, Part II, line 14 1 6a 3 3 1 /3 % support test ) 2010. If the organization did not check the box on line 13, and line 14 is 3 31 /3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization b 3 3 1 /3 % support test ) 2009. If the organization did not check a box on line 13 or 16a, and line 15 is 3 3 1 /3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization 1 7a 10%)facts)and)circumstances test ) 2010. If the organization did not check a box on line 13, 16a or 16b, and line 14 is 10% or more, and if the organization meets the "facts;and;circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts;and;circumstances” test. The organization qualifies as a publicly supported organization b 10%)facts)and)circumstances test ) 2009. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts;and;circumstances" test, check this box and stop here. Explain in Part IV how the organzation meets the "facts;and;circumstances" test. The organization qualifies as a publicly supported organization 1 8 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
Schedule A (Form 990 or 990)EZ) 2010
JSA 0E1220 1.000
4133AN 649J
0179053
PAGE 17
Schedule A (Form 990 or 990;EZ) 2010
Page
3
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
Calendar year (or fiscal year beginning in) 1 2
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") sold or services performed, or Gross receipts from admissions, merchandise facilities
Part III
I
(a) 2 0 06
(b) 2 0 07
(c) 2 0 08
(d) 2 0 09
(e) 2 0 10
(f) Total
furnished in any activity that is related to the organization's tax;exempt purpose
3 4
Gross receipts from activities that are not an unrelated trade or business under section 5 1 3
Tax revenues levied for the organization's its behalf
benefit and either paid to or expended on
5
The
value
mmmmmmmmmmmmmmmm
of services or
mmmmmm m
facilities
furnished by a governmental unit to the organization without charge
6 Total. Add lines 1 through 5
mmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmm Section B. Total Support m m m m m m m m m mI m
c Add lines 7a and 7b 8 Public support (Subtract line 7c from
7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 1 3 for the year
mmmmmmm mmmmmmm mmmm
line 6.)
Calendar year (or fiscal year beginning in)
9 Amounts from line 6 1 0 a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources b Unrelated business taxable income (less
mmmmmmmmmmmmmmmmm
taxes) from businesses
(a) 2 0 06
(b) 2 0 07
(c) 2 0 08
(d) 2 0 09
(e) 2 0 10
(f) Total
section 511
acquired after June 30, 1 9 75
c Add lines 10a and 10b 11
12
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
Total support. (Add lines 9, 10c, 11,
13 14
and 12.)
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
mmmmmmmmmmm mmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmm
mmmmmm mmmmmmmmm
organization, check this box and stop here
15 16 17 18
Section C. Computation of Public Support Percentage
Public support percentage for 2010 (line 8, column (f) divided by line 13, column (f)) Public support percentage from 2009 Schedule A, Part III, line 15
Section D. Computation of Investment Income Percentage
Investment income percentage from 2009 Schedule A, Part III, line 17
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
15 16 17 18
% % % %
Investment income percentage for 2010 (line 10c, column (f) divided by line 13, column (f))
1 9 a 3 3 1 /3 % support tests ) 2010. If the organization did not check the box on line 14, and line 15 is more than 3 31 /3 %, and line
17 is not more than 3 31 /3 %, check this box and stop here. The organization qualifies as a publicly supported organization
b 3 3 1 /3 % support tests ) 2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 3 31 /3 %, and 20
line 18 is not more than 3 31 /3 %, check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
JSA 0E1221 1.000
Schedule A (Form 990 or 990)EZ) 2010
I I I
4133AN 649J
0179053
PAGE 18
204119317
Schedule A (Form 990 or 990;EZ) 2010 Page
4
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions). ATTACHMENT 1 SCHEDULE A, PART II OTHER INCOME Part IV
DESCRIPTION MAILING LIST RENTAL TOTALS 2006 49. 49. 2007 73. 73. 2008 0. 0. 2009 2,686. 2,686. 2010 2,315. 2,315. TOTAL 5,123. 5,123.
JSA 0E1225 2.000
Schedule A (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 19
Schedule B
(Form 990, 990)EZ, or 990)PF)
Department of the Treasury Internal Revenue Service
I
Schedule of Contributors
Attach to Form 990, 990)EZ, or 990)PF.
OMB No. 1545;0047
À¾´
Name of the organization
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317
Organization type (check one): Filers of: Section:
Form 990 or 990;EZ
X
501(c)( 3
) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990;PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990;EZ, or 990;PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II.
Special Rules
X
For a section 501(c)(3) organization filing Form 990 or 990;EZ that met the 331 /3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h or (ii) Form 990;EZ, line 1. Complete Parts I and II. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990;EZ that received from any one contributor, during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990;EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year $
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990;EZ, or 990;PF), but it must answer "No" on Part IV, line 2 of its Form 990, or check the box on line H of its Form 990;EZ, or on line 2 of its Form 990;PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990;EZ, or 990;PF).
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990)EZ, or 990)PF. Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
JSA 0E1251 1.000
4133AN 649J
0179053
PAGE 20
Schedule B (Form 990, 990;EZ, or 990;PF) (2010) Name of organization
Page
of
of Part I
THE GEORGE W. BUSH FOUNDATION
Employer identification number
204119317
Part I Contributors (see instructions)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
1 $ 25,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
2 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
3 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
4 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
5 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
6 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
JSA 0E1253 1.000
Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
4133AN 649J
0179053
PAGE 21
Schedule B (Form 990, 990;EZ, or 990;PF) (2010) Name of organization
Page
of
of Part I
THE GEORGE W. BUSH FOUNDATION
Employer identification number
204119317
Part I Contributors (see instructions)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
7 $ 34,000,000.
X X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
JSA 0E1253 1.000
Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
4133AN 649J
0179053
PAGE 22
Schedule B (Form 990, 990;EZ, or 990;PF) (2010)
Page
of
of Part II
Name of organization
THE GEORGE W. BUSH FOUNDATION
Employer identification number
204119317
Part II
(a) No. from Part I
Noncash Property (see instructions)
(b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
7
USE OF 22.9414 ACRES OF LAND ON SMU CAMPUS $ 34,000,000.
(c) FMV (or estimate) (see instructions)
10/15/10
(a) No. from Part I
(b) Description of noncash property given
(d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
JSA 0E1254 1.000
Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
4133AN 649J
0179053
PAGE 23
SCHEDULE C
(Form 990 or 990)EZ)
For Organizations Exempt From Income Tax Under section 501(c) and section 527 Complete if the organization is described below. See separate instructions. Attach to Form 990 or Form 990)EZ.
Department of the Treasury Internal Revenue Service
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990)EZ, Part VI, line 46 (Political Campaign Activities), then Section 501(c)(3) organizations: Complete Parts I;A and B. Do not complete Part I;C.
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990)EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax) or Form 990)EZ, Part V, line 35a (Proxy Tax), then
Name of organization
% % % % % %
I
Political Campaign and Lobbying Activities
I
I
OMB No. 1545;0047
À¾´
Open to Public Inspection
Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I;A and C below. Do not complete Part I;B. Section 527 organizations: Complete Part I;A only. Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II;A. Do not complete Part II;B. Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II;B. Do not complete Part II;A. Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Complete if the organization is exempt under section 501(c) or is a section 527 organization. Part I)A
1 2 3
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV. $ Political expenditures Volunteer hours
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIm
Part I)B
1 2 3 4a b 1 2 3 4 5
Complete if the organization is exempt under section 501(c)(3).
Enter the amount of any excise tax incurred by the organization under section 4955 Enter the amount of any excise tax incurred by organization managers under section 4955 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? Was a correction made? If "Yes," describe in Part IV.
Part I)C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Enter the amount directly expended by the filing organization for section 527 exempt function $ activities Enter the amount of the filing organization's funds contributed to other organizations for section $ 527 exempt function activities Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120;POL, $ line 1 7b Did the filing organization file Form 1120)POL for this year? Yes No Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter ;0;. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter ;0;.
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI mmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmm I mm I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm
$ $
Yes Yes
No No
(1) (2) (3) (4) (5) (6)
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1264 0.040
Schedule C (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 24
Schedule C (Form 990 or 990;EZ) 2010
Part II)A A Check B Check
I I
Page
2
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). if the filing organization belongs to an affiliated group. if the filing organization checked box A and "limited control" provisions apply.
Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)
1a b c d e f
Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 1c and 1d) Lobbying nontaxable amount. Enter the amount from the following table in both columns.
If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is:
mmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm
20% of the amount on line 1e. $100,000 plus 15% of the excess over $500,000.
(a) Filing organization's totals
(b) Affiliated group totals
0. 0. 0. 8,120,617. 8,120,617. 556,031.
Not over $500,000 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $17,000,000
Over $1,500,000 but not over $17,000,000
g h i j
139,008. Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 1g from line 1a. If zero or less, enter ;0; Subtract line 1f from line 1c. If zero or less, enter ;0; If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year?
mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
$175,000 plus 10% of the excess over $1,000,000. $225,000 plus 5% of the excess over $1,500,000. $1,000,000.
Yes
No
4)Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4)Year Averaging Period
Calendar year (or fiscal year beginning in)
(a) 2 0 07 (b) 2 0 08 (c) 2 0 09 (d) 2 0 10 (e) Total
2 a Lobbying nontaxable amount b Lobbying ceiling amount
(150% of line 2a, column (e))
0.
0. 0.
c Total lobbying expenditures d Grassroots nontaxable amount e Grassroots ceiling amount
(150% of line 2d, column (e))
0. 0.
0. 0. 0.
f Grassroots lobbying expenditures
0.
0.
Schedule C (Form 990 or 990)EZ) 2010
JSA 0E1265 0.020
4133AN 649J
0179053
PAGE 25
Schedule C (Form 990 or 990;EZ) 2010
Page
3
Part II)B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a) Yes No (b) Amount
1
a b c d e f g h i j 2a b c d
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Volunteers? Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? Media advertisements? Mailings to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? Other activities? If "Yes," describe in Part IV Total. Add lines 1c through 1i Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? If "Yes," enter the amount of any tax incurred under section 4 912 If "Yes," enter the amount of any tax incurred by organization managers under section 4 912 If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
Part III)A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes No
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mmmmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmm mmmm m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmm mmmmmmmmmmmmmmmm m m m mm mm
1 2 3
Were substantially all (90% or more) dues received nondeductible by members? Did the organization make only in;house lobbying expenditures of $2,000 or less? Did the organization agree to carryover lobbying and political expenditures from the prior year?
Part III)B
1 2
Dues, assessments and similar amounts from members Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for w hich the section 527(f) tax w as paid). a Current year b Carryover from last year c Total 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 5 Taxable amount of lobbying and political expenditures (see instructions)
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmm
Supplemental Information
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III)A, lines 1 and 2 are answered "No" OR if Part III)A, line 3 is answered "Yes."
1
mmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmm m m m m m m m m mm mm mm mm mm mm mm mm mm mm
1 2 3
Part IV
m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm
2a 2b 2c 3
4 5
Complete this part to provide the descriptions required for Part I;A, line 1; Part I;B, line 4; Part I;C, line 5; and Part II;B, line 1i. Also, complete this part for any additional information.
JSA 0E1266 0.020
Schedule C (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 26
204119317
Schedule C (Form 990 or 990;EZ) 2010 Page
4
Part IV
Supplemental Information (continued)
JSA 0E1500 1.000
Schedule C (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 27
SCHEDULE D (Form 990)
Department of the Treasury Internal Revenue Service Name of the organization
I
Supplemental Financial Statements
Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. Attach to Form 990. See separate instructions.
I
I
OMB No. 1545;0047
À¾´
Open to Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
1 2 3 4 5 6
Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? Purpose(s) of conservation easements held by the organization (check all that apply).
mmmmmmmmmmm mmmm mmmmmm mmmmmmmmm
(a) Donor advised funds
(b) Funds and other accounts
Part II
1
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmm
Yes
No
Yes
No
2
Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year
a b c d
2a Total number of conservation easements 2b Total acreage restricted by conservation easements 2c Number of conservation easements on a certified historic structure included in (a) Number of conservation easements included in (c) acquired after 8/17/06, and not on a 2d historic structure listed in the National Register Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
3 4 5 6 7 8 9
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
$
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B) (i) and 170(h)(4)(B)(ii)? Yes In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
I I
I mmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
No
Part III
1a b
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
2 a b
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part X $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: Revenues included in Form 990, Part VIII, line 1 $ Assets included in Form 990, Part X $
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA 0E1268 1.000
mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I I
0179053
Schedule D (Form 990) 2010
4133AN 649J
PAGE 28
Schedule D (Form 990) 2010
Page
2
Part III
3
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
Public exhibition Loan or exchange programs a d Scholarly research Other b e Preservation for future generations c 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes No
mmmmmm
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If "Yes," explain the arrangement in Part XIV and complete the following table: Amount c Beginning balance 1c d Additions during the year 1d e Distributions during the year 1e f Ending balance 1f 2 a Did the organization include an amount on Form 990, Part X, line 21? b If "Yes," explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if organization answered "Yes" to Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1 a Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2 a b c 3a
mmmm mmmmmmmmmmm mmmmmmmmmmmmm mmmmmm m mmmmmmmmmmm mmmmm mmmmmmmm I I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Yes
No
Yes
No
Provide the estimated percentage of the year end balance held as: Board designated or quasi;endowment % Permanent endowment % Term endowment % Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations (ii) related organizations b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the organization's endowment funds.
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm
(a) Cost or other basis
(investment)
Yes 3a(i) 3a(ii) 3b
No
Part VI
1 a Land b Buildings 0. 334,012. c Leasehold improvements 0. 183,295. d Equipment 0. 38,799,972. e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)
mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
Description of investment
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
(b) Cost or other basis
(other)
(c) Accumulated
depreciation
(d) Book value
mmmmmmI
34,573. 62,834. 80,574.
299,439. 120,461. 38,719,398. 39,139,298.
Schedule D (Form 990) 2010
JSA 0E1269 1.000
4133AN 649J
0179053
PAGE 29
Schedule D (Form 990) 2010
Part VII
Investments ) Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end;of;year market value
(1) Financial derivatives (2) Closely;held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) (I)
mmmmmmmmmmmmmmmmm mmmmmmmmmmmmm
Page
3
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
Investments ) Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation: Cost or end;of;year market value
I
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
I
(1) GROUND LEASE (2) AMORTIZATION (3) (4) (5) (6) (7) (8) (9) (10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)
34,000,000. 28,333.
Part X
1.
Other Liabilities. See Form 990, Part X, line 25.
(a) Description of liability
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
(b) Amount
33,971,667.
(1) Federal income taxes (2) CONSTRUCTION RETAINAGE PAYABLE (3) (4) (5) (6) (7) (8) (9) (10) (11)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)
290,822.
2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740).
JSA 0E1270 1.000
I
290,822.
Schedule D (Form 990) 2010
4133AN 649J
0179053
PAGE 30
Schedule D (Form 990) 2010
Part XI
1 2 3 4 5 6 7 8 9 10 1 2 a b c d e 3 4 a b c 5 1 2 a b c d e 3 4 a b c 5
Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year. Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV.) Total adjustments (net). Add lines 4 through 8 Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains on investments Donated services and use of facilities Recoveries of prior year grants Other (Describe in Part XIV.) Add lines 2a through 2 d Subtract line 2 e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1 : Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV.) Add lines 4 a and 4 b Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
Part XII
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm Reconciliation of Revenue per Audited Financial Statements With Revenue per Return mmmmmmmmmmmmmmmmm 4,554. mmmmmmmmmmmmmmmmmmmmmm 34,450. mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm 235,560. mmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm
1 2 3 4 5 6 7 8 9 10
Page
4
Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
161,017,490. 21,497,044. 139,520,446. 4,554.
4,554. 139,515,892.
1
161,282,946.
Part XIII
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1
Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments Other losses Other (Describe in Part XIV.) Add lines 2 a through 2 d Subtract line 2 e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1 : Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV.) Add lines 4 a and 4 b Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
Part XIV
Supplemental Information
mmmmmmmmmmmmmmmmmmmmmmmm 34,450. mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 235,560. mmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm
2a 2b 2c 2d 4a 4b
mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm
4a 4b
2a 2b 2c 2d
2e 3
265,456. 161,017,490.
4c 5
161,017,490. 21,767,054.
2e 3
270,010. 21,497,044.
4c 5
21,497,044.
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
SEE PAGE 5
Schedule D (Form 990) 2010
JSA 0E1271 1.000
4133AN 649J
0179053
PAGE 31
Schedule D (Form 990) 2010
Page
5
Part XIV
Supplemental Information (continued)
RECONCILIATION OF REVENUE 990, SCH D, PART XII, LINE 2D SPECIAL EVENT EXPENSES 235,560
RECONCILIATION OF EXPENSES 990, SCH D, PART XIII, LINE 2D SPECIAL EVENT EXPENSES REPORTED NET OF REVEUNE $235,560
FIN 48 PART X, LINE 2 THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC, AS EVIDENCED BY THE FOUNDATION'S CONFIRMATION LETTER DATED MARCH 2006. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1), AND AS SUCH, CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE FOUNDATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME TAX LIABILITY OR EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009.
THE FOUNDATION HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. THE FOUNDATION DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED
Schedule D (Form 990) 2010
JSA 0E1226 1.000
4133AN 649J
0179053
PAGE 32
Schedule D (Form 990) 2010
Page
5
Part XIV
Supplemental Information (continued)
DECEMBER 31, 2010 AND 2009.
Schedule D (Form 990) 2010
JSA 0E1226 1.000
4133AN 649J
0179053
PAGE 33
SCHEDULE G
(Form 990 or 990)EZ)
Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Information Regarding Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990)EZ, line 6a. Attach to Form 990 or Form 990)EZ. See separate instructions.
I
I
OMB No. 1545;0047
À¾´
Open To Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Part I Form 990;EZ filers are not required to complete this part.
1 a b c d
Indicate whether the organization raised funds through any X Mail solicitations e X Internet and email solicitations f X Phone solicitations g X X In;person solicitations
of the following activities. Check all that apply. Solicitation of non;government grants Solicitation of government grants Special fundraising events
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees X Yes or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser) (ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts from activity (v) Amount paid to (or retained by) fundraiser listed in col. (i)
No
(vi) Amount paid to (or retained by) organization
Yes 1
No
WARFIELD & WALSH, INC
2
KMA DIRECT COMMUNICATIONS
3
KIMBIA, INC.
4
DIRECT MAIL EMAIL SOLICITING EMAIL SOLICITING DIRECT MAIL MAIL, PHONE & IN PERSON
X X X X X
11,504,011. 996,610. 1,007,986. 2,303,979. 4,150,025.
55,000. 11,449,011. 649,587. 50,399. 120,047. 110,000. 347,023. 957,587. 2,183,932. 4,040,025.
OLSEN & SHUVALOV, L.P.
5
CAPITAL CAMPAIGNS, INC.
6 7 8 9 10
Total 3
AL,AK,AZ,AR,CA,CO,CT,DE,DC,FL,GA,HI,ID,IL,IN, IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO,MT,NE,NV,NH,NJ,NM,NY,NC,ND,OH, OK,OR,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY,
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
19,962,611.
985,033. 18,977,578.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1281 0.020
Schedule G (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 34
Schedule G (Form 990 or 990;EZ) 2010
Page
2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more
than $15,000 of fundraising event contributions and gross income on Form 990;EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
1 Gross receipts 2 Less: Charitable contributions 3 Gross income (line 1 minus line 2) 4 Cash prizes
5 Noncash prizes
6 Rent/facility costs
7 Food and beverages 8 Entertainment
9 Other direct expenses
1 0 Direct expense summary. Add lines 4 through 9 in column (d) 1 1 Net income summary. Combine line 3, column (d), and line 10
Part III
Revenue
235,560. mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I 220,570. I Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more 51,204. 46,856. 35,314. 133,374.
) (
mmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmm mmmmmmmmm mmmmmmmmmmmm mmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmm mmmmmmmm mmmmmmmmmmm
(a) Event #1
(b) Event #2
(c) Other Events
DALLAS DINNER
(event type)
HOUSTON DINNER
(event type) (total number)
1.
(d) Total events (add col. (a) through col. (c))
Revenue
3,043,907. 3,035,109. 8,798.
766,100. 762,908. 3,192.
918,045. 915,045. 3,000.
4,728,052. 4,713,062. 14,990.
Direct Expenses
6,000. 20,529. 1,950. 63,683. 800. 8,424. 800.
6,000. 92,636. 3,550.
than $15,000 on Form 990;EZ, line 6a.
(a) Bingo
(b) Pull tabs/Instant bingo/progressive bingo
(c) Other gaming
(d) Total gaming (add col. (a) through col. (c))
1 Gross revenue 2 Cash prizes
Direct Expenses
3 Noncash prizes
4 Rent/facility costs
5 Other direct expenses 6 Volunteer labor
Yes No
%
7 Direct expense summary. Add lines 2 through 5 in column (d)
8 Net gaming income summary. Combine line 1, column d, and line 7 9
mmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmm I
Yes No
%
Yes No
%
(
)
Enter the state(s) in which the organization operates gaming activities: a Is the organization licensed to operate gaming activities in each of these states? b If "No," explain:
mmmmmmmmmmmmmmmmm mmmmm
Yes
No
1 0 a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? b If "Yes," explain:
Yes
No
Schedule G (Form 990 or 990)EZ) 2010
JSA 0E1282 1.000
4133AN 649J
0179053
PAGE 35
Schedule G (Form 990 or 990;EZ) 2010
11 12
Does the organization operate gaming activities with nonmembers? Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? 13 Indicate the percentage of gaming activity operated in: a The organization's facility 1 3a b An outside facility 1 3b 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name
I
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page
3
Yes Yes
No No
% %
Address
15 a
I
Does the organization have a contract with a third party from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ . c If "Yes," enter name and address of the third party: Name
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I
Yes
No
Address
16
Gaming manager information: Name
I
I
Gaming manager compensation Description of services provided Director/officer
17
I I
$
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $
a
Supplemental Information. Complete this part to provide the explanation required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions). SCHEDULE G, PART 1, COLUMN V
Part IV
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
Employee
Independent contractor
Yes
No
THE FOUNDATION'S AGREEMENTS WITH THE FUNDRAISERS BELOW PROVIDE FOR THE PAYMENT OF SPECIFIED FEES LISTED IN PART I COLUMN V IN ADDITION TO THE REIMBURSEMENT OF FUNDRAISING EXPENSES SUCH AS LIST RENTAL, DESIGN, PRINTING AND POSTAGE. FOR THE EXPENSE REIMBURSEMENT, THE FOUNDATION IS BILLED FOR THE VARIOUS ITEMS AT COST AS PREAPPROVED BY THE FOUNDATION. (CONTINUED ON THE NEXT PAGE)
Schedule G (Form 990 or 990)EZ) 2010
JSA 0E1503 3.000
4133AN 649J
0179053
PAGE 36
Schedule G (Form 990 or 990;EZ) 2010
11 12
Does the organization operate gaming activities with nonmembers? Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? 13 Indicate the percentage of gaming activity operated in: a The organization's facility 1 3a b An outside facility 1 3b 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name
I
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page
3
Yes Yes
No No
% %
Address
15 a
I
Does the organization have a contract with a third party from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ . c If "Yes," enter name and address of the third party: Name
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I
Yes
No
Address
16
Gaming manager information: Name
I
I
Gaming manager compensation Description of services provided Director/officer
17
I I
$
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $
a
Supplemental Information. Complete this part to provide the explanation required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions). (PLEASE SEE PREVIOUS PAGE FOR EXPLANATION)
Part IV
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
Employee
Independent contractor
Yes
No
WARFIELD AND WALSH OLSEN AND SHUVALOV
EXPENSE REIMBURSEMENT: $5,526,538 EXPENSE REIMBURSEMENT: $1,605,551
THE TOTAL AMOUNT REPORTED ON SCHEDULE G, PART 1, LINE 2B(V) AS AMOUNT PAID TO FUNDRAISERS IS ACCOUNTED FOR USING THE CASH METHOD. ON FORM 990, PART IX, LINE 11E, THE AMOUNT AS SHOWN WAS ACCOUNTED FOR USING THE ACCRUAL METHOD.
Schedule G (Form 990 or 990)EZ) 2010
JSA 0E1503 3.000
4133AN 649J
0179053
PAGE 37
SCHEDULE I (Form 990)
Department of the Treasury Internal Revenue Service Name of the organization
Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Attach to Form 990.
OMB No. 1545;0047
I
À¾´
Open to Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION Part I General Information on Grants and Assistance
1 2
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
(c) IRC section if applicable
204119317
Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed
1 (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12)
(a) Name and address of organization or government (b) EIN (d) Amount of cash grant (e) Amount of non;cash
assistance (f) Method of valuation (book, FMV, appraisal, other)
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
(g) Description of non;cash assistance
X Yes
No
(h) Purpose of grant or assistance
2 Enter total number of section 501(c)(3) and government organizations 3 Enter total number of other organizations For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA 0E1288 2.000
m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I I
0179053
Schedule I (Form 990) (2010)
4133AN 649J
PAGE 38
Schedule I (Form 990) (2010)
Page
2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of non;cash assistance (e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non;cash assistance
1 2 3 4 5 6 7
FELLOWSHIP STIPENDS
12.
1,015,355.
Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
FELLOWSHIP STIPENDS SCHEDULE I, PART III, LINE 1 THE FOUNDATION IS NOT A GRANTMAKING ENTITY IN THE TRADITIONAL SENSE. THE FOUNDATION DOES ISSUE FELLOWSHIP STIPENDS TO INDIVIDUALS WHO ARE CHOSEN BASED ON THEIR QUALIFICATIONS IN THE AREAS OF ENGAGEMENT DETERMINED BY INSTITUTE STAFF. INSTITUTE PROGRAM DIRECTORS PROVIDE OVERSIGHT FOR THE WORK OF THE FELLOWS.
Schedule I (Form 990) (2010)
JSA
0E1504 3.000
4133AN 649J
0179053
PAGE 39
SCHEDULE J (Form 990)
Department of the Treasury Internal Revenue Service
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" to Form 990, Part IV, line 23. Attach to Form 990. See separate instructions.
I
Name of the organization
I
Compensation Information
I
OMB No. 1545;0047
Open to Public Inspection
Employer identification number
À¾´
THE GEORGE W. BUSH FOUNDATION Part I Questions Regarding Compensation
204119317
Yes No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First;class or charter travel
X Travel for companions
Tax indemnification and gross;up payments Discretionary spending account
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? 3
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm
W ritten employment contract
Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e.g., maid, chauffeur, chef)
1b 2
X X
Indicate which, if any, of the following the organization uses to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Compensation committee
X Independent compensation consultant X Form 990 of other organizations
4
X Compensation survey or study X Approval by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: a Receive a severance payment or change;of;control payment from the organization or a related organization? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity;based compensation arrangement? If "Yes" to any of lines 4a;c, list the persons and provide the applicable amounts for each item in Part III.
mm mmmmmmmmmmmmmm mmmmmmmmmmmmmmm
4a 4b 4c
X X X
5 a b 6 a b 7 8
9
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5)9. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: The organization? Any related organization? If "Yes" to line 5a or 5b, describe in Part III. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: The organization? Any related organization? If "Yes" to line 6a or 6b, describe in Part III. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non;fixed payments not described in lines 5 and 6? If "Yes," describe in Part III Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958;4(a)(3)? If "Yes," describe in Part III If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958;6(c)?
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm
5a 5b
X X
6a 6b
X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
7
X
8 9
X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule J (Form 990) 2010
JSA 0E1290 1.000
4133AN 649J
0179053
PAGE 40
Schedule J (Form 990) 2010
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i);(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(B) Breakdown of W;2 and/or 1099;MISC compensation (A) Name (i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation (C) Retirement and other deferred compensation (D) Nontaxable benefits (E) Total of columns (B)(i);(D) (F) Compensation reported in prior Form 990 or Form 990;EZ
(i) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
JSA
MARK LANGDALE LAURIE J. MARTIN JAMES K. GLASSMAN COLIN STEWART STACY L. CINATL ELISABETH T. ANASTASI
(ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii)
300,000. 0. 125,000. 0. 400,000. 0. 147,539. 0. 166,474. 0. 117,282. 0.
100,000. 0. 18,750. 0. 26,667. 0. 23,333. 0. 0. 0. 14,718. 0.
0. 0. 0. 0. 0. 0. 0. 0.
100,000. 0. 25,000. 0. 80,000. 0. 0. 0. 33,295. 0. 15,481. 0.
55,694. 0. 30,428. 0. 56,847. 0. 38,520. 0. 40,269. 0. 33,642. 0.
555,694. 0. 199,178. 0. 563,514. 0. 209,392. 0. 240,038. 0. 181,123. 0.
0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
Schedule J (Form 990) 2010
0E1291 1.000
4133AN 649J
0179053
PAGE 41
Schedule J (Form 990) 2010
Page
3
Part III Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
SCHEDULE J, PART 1, LINE 1A GEORGE W. BUSH FOUNDATION, IN CERTAIN REQUIRED EVENTS, PROVIDES TRAVEL FOR COMPANIONS. THE FOUNDATION BELIEVES THAT THE TRAVEL EXPENSE MEETS THE REQUIREMENTS UNDER TREAS. REG. SECTION 1.1325(T)(1) AND IRC SECTION 274(D) AND HAS ACCORDINGLY BEEN EXCLUDED AS A WORKING CONDITION FRINGE PURSUANT TO THESE SECTIONS.
Schedule J (Form 990) 2010
JSA 0E1505 1.000
4133AN 649J
0179053
PAGE 42
SCHEDULE M (Form 990)
Department of the Treasury Internal Revenue Service
I
Noncash Contributions
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990.
Name of the organization
I
OMB No. 1545;0047
Open To Public Inspection
Employer identification number
À¾´
THE GEORGE W. BUSH FOUNDATION Types of Property Part I
204119317
(b) Number of contributions or items contributed (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g (d) Method of determining noncash contribution amounts
1 2 3 4 5 6 7 8 9 10 11 12 13
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Art ; Works of art Art ; Historical treasures Art ; Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property X 26. 1,379,393. FMV Securities ; Publicly traded Securities ; Closely held stock Securities ; Partnership, LLC, or trust interests Securities ; Miscellaneous Qualified conservation contribution ; Historic structures Qualified conservation contribution ; Other Real estate ; Residential Real estate ; Commercial X 1. 34,000,000. FMV Real estate ; Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other ( ) Other ( ) Other ( ) Other ( ) Number of Forms 8283 received by the organization during the tax year for contributions for 29 which the organization completed Form 8283, Part IV, Donee Acknowledgement
mmmmmmmmmm mmmmmm mmmmmm mmmmmm mmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmm mmmmmmmm mmmm mmm mmmmmmmmmm mmmmm mmmmmmmmmmmmm mmmmmmmm mmmmmm mmmmm mmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmm mmmmmmmmmmmmm mmmmmmmmm mmmmmmmm mmmmmmm
(a) Check if applicable
I I I I
3 0 a During the year, did the organization receive by contribution any property reported in Part I, line 1;28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? b If "Yes," describe the arrangement in Part II. 3 1 Does the organization have a gift acceptance policy that requires the review of any non;standard contributions? 3 2 a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If "Yes," describe in Part II. 3 3 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmm
0.
Yes No
3 0a
X
31 3 2a
X X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA 0E1298 1.000
Schedule M (Form 990) (2010)
4133AN 649J
0179053
PAGE 43
Schedule M (Form 990) (2010)
Page
2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.
GROUND LEASE 990, SCH M, LINE 17, COL. D IN OCTOBER 2010, THE FOUNDATION ENTERED INTO A GROUND LEASE AGREEMENT WITH SOUTHERN METHODIST UNIVERSITY CORPORATION FOR THE USE OF APPROXIMATELY 23 ACRES OF LAND ON WHICH TO BUILD THE LIBRARY. THE INITIAL TERM OF THE LEASE IS 100 YEARS, AND THERE ARE SIX RENEWAL OPTIONS OF 25 YEARS EACH. THE RENT FOR THE INITIAL TERM WAS $1,000, AND THE SAME RENT WILL BE DUE FOR EACH RENEWAL TERM.
AS THE FOUNDATION RECEIVED THIS UNCONDITIONAL PROMISE TO USE THE LAND AND SMU CORP. RETAINS LEGAL TITLE TO THE LAND, A CONTRIBUTION HAS BEEN RECORDED AS TEMPORARILY RESTRICTED CONTRIBUTION REVENUE. THE FAIR VALUE OF THE LAND AT OCTOBER 15, 2010, IS $34,000,000, AND IT IS BEING AMORTIZED OVER THE EXPECTED TERM OF THE LEASE OF 250 YEARS. THE AMORTIZATION IS INCLUDED IN ASSETS RELEASED FROM RESTRICTION AND AS PART OF MANAGEMENT AND GENERAL EXPENSE. THE FAIR VALUE OF THE LAND, NET OF ACCUMULATED AMORTIZATION, IS CLASSIFIED AS OTHER ASSET, NET, IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION.
JSA 0E1508 1.000
Schedule M (Form 990) (2010)
4133AN 649J
0179053
PAGE 44
SCHEDULE O
(Form 990 or 990)EZ)
Supplemental Information to Form 990 or 990)EZ
Complete to provide information for responses to specific questions on Form 990 or 990)EZ or to provide any additional information. Attach to Form 990 or 990)EZ.
Department of the Treasury Internal Revenue Service
Name of the organization
I
OMB No. 1545;0047
Open to Public Inspection
À¾´
Employer identification number
THE GEORGE W. BUSH FOUNDATION
204119317
BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 DR. GERALD TURNER IS THE PRESIDENT OF SOUTHERN METHODIST UNIVERSITY (SMU) AND ALSO AN EX OFFICIO TRUSTEE OF SMU. BOTH LAURA BUSH AND JEANNE PHILLIPS ALSO SERVE ON THE SMU BOARD OF TRUSTEES.
990 REVIEW FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE FOUNDATION'S PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, AND LEGAL COUNSEL FOR INITIAL REVIEW. A COPY OF THE FORM 990 IS THEN PROVIDED TO ALL BOARD MEMBERS FOR A FINAL REVIEW PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE AND CERTAIN STATE REPORTING AGENCIES.
CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAXEXPEMPT PURPOSES.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1227 2.000
Schedule O (Form 990 or 990)EZ) (2010)
4133AN 649J
0179053
PAGE 45
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION
IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE.
IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
COMPENSATION FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT WAS APPROVED BY THE BOARD OF DIRECTORS. NATIONAL SEARCH FIRMS ARE INVOLVED IN THE RECRUITING OF TOP MANAGEMENT, AND THEY PROVIDE COMPARABILITY DATA PRIOR TO OFFERS BEING EXTENDED TO POTENTIAL CANDIDATES. THE COMPENSATION OF THE OTHER KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT OF THE FOUNDATION AND IS APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION A SALARY SURVEY WAS
COMPLETED IN 2010 TO ESTABLISH SALARY RANGES FOR EACH POSITION IN THE ORGANIZATION BASED ON COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS.
GOVERNING DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION, AT THE PRESENT TIME, COMPLIES WITH VARIOUS STATE
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 46
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION
CHARITABLE REPORTING REQUIREMENTS BY PROVIDING, WHEN REQUIRED, A COPY OF THE ANNUAL AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE FORM 990. THE STATES MAKE THE FILED INFORMATION AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENTS ARE UPDATED ANNUALLY BUT ARE NOT AVAILABLE FOR PUBLIC INSPECTION.
UNREALIZED G/L FORM 990, PART XI, LINE 5 UNREALIZED GAIN $4,554
CHANGE IN GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE ORGANIZATION WERE AMENDED AND RESTATED IN 2010. A CERTIFICATE OF AMENDMENT TO THE CERTIFICATE OF FORMATION WAS ALSO ADOPTED IN 2010. THERE WERE MINOR WORDING CHANGES TO THE PURPOSE OF THE ORGANIZATION. THE ROLE OF THE INSTITUTE ADVISORY BOARD WAS CLARIFIED TO REFLECT THAT THE INSTITUTE IS GOVERNED AND MANAGED BY THE BOARD OF DIRECTORS WITH RECOMMENDATIONS MADE BY THE EXECUTIVE DIRECTOR AND THE INSTITUTE ADVISORY BOARD. ATTACHMENT 1 FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE TO (I) ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY, AS DEFINED BY SECTION 2101(1) OF TITLE 44 OF THE UNITED STATES CODE ANNOTATED, IN AN AMOUNT REQUIRED BY SUBSECTION (G) OF SECTION 2112 OF TITLE 44 OF THE UNITED STATES CODE ANNOTATED, TO HOUSE AND PRESERVE THE BOOKS, DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS, AND OTHER MEMORABILIA OF PRESIDENT GEORGE W.
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 47
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION ATTACHMENT 1 (CONT'D) FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION BUSH, AS WELL AS OTHER OBJECTS OR MATERIALS RELATED TO THE PAPERS OR EVENTS OF THE OFFICIAL OR PERSONAL LIFE OF PRESIDENT BUSH THAT HAVE HISTORICAL OR COMMEMORATIVE VALUE, AND TO UNDERTAKE AND SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES ON POLICY AND HISTORICAL ISSUES RELATED TO THE LIFE AND WORK OF PRESIDENT BUSH, (II) MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND (SUBJECT TO THE RESTRICTIONS AND LIMITATIONS HEREINAFTER SET FORTH) TO DISTRIBUTE THE WHOLE OR ANY PART OF THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND (III) TO PERFORM ANY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSE FOR WHICH NONPROFIT CORPORATIONS MAY BE ORGANIZED UNDER THE LAWS OF THE STATE OF TEXAS. THE CORPORATION PLEDGES ALL OF ITS ASSETS FOR USE IN PERFORMING THESE PURPOSES.
ATTACHMENT 2 FORM 990, PART VI, LINE 17 STATES AL,AK,AZ,AR,CA,CO,CT, DC,FL,GA,HI,IL,KS,KY,LA,ME,MD,MA,MI, MN,MS,MO,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA, RI,SC,TN,UT,VT,VA,WA,WV,WI,
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 48
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION ATTACHMENT 3 990, PART VII COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS NAME AND ADDRESS ROBERT A. M. STERN ARCHITECTS 460 WEST 34TH STREET NEW YORK, NY 10001 MICHAEL VAN VALKENBURGH ASSOCIATES 231 CONCORD AVENUE CAMBRIDGE, MA 02138 THE PRD GROUP LTD 14555 AVION PARKWAY, STE 175 CHANTILLY, VA 20151 THOMPSON AND KNIGHT LLP PO BOX 4346, DEPT 70 HOUSTON, TX 77210 ROCKET RED LTD 1700 PACIFIC AVENUE, STE 250 DALLAS, TX 75201 TOTAL COMPENSATION DESCRIPTION OF SERVICES ARCHITECTURAL DESIGN COMPENSATION 9,893,016.
LANDSCAPE DESIGN
1,675,278.
MUSEUM DESIGN SVCS
1,194,018.
LEGAL SERVICES
525,585.
COLLATERAL DESIGN
435,935.
13,723,832.
ATTACHMENT 4 FORM 990, PART VIII EXCLUDED CONTRIBUTIONS DESCRIPTION FUNDRAISING EVENTS TOTAL AMOUNT 4,713,062. 4,713,062.
ATTACHMENT 5 FORM 990, PART VIII FUNDRAISING EVENTS
DESCRIPTION FUNDRAISING EVENTS TOTALS
GROSS INCOME 14,990. 14,990.
DIRECT EXPENSES 235,560. 235,560.
NET INCOME 220,570. 220,570.
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 49
½½´
OMB No. 1545;0047
Department of the Treasury Internal Revenue Service
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)
The organization may have to use a copy of this return to satisfy state reporting requirements.
A For the 2010 calendar year, or tax year beginning B
C Name of organization
Check if applicable: Address change Name change Initial return Terminated Amended return Application pending
I
Return of Organization Exempt From Income Tax
À¾´
Inspection
Open to Public
, 2010, and ending
, 20
D Employer identification number
THE GEORGE W. BUSH FOUNDATION
Doing Business As Number and street (or P.O. box if mail is not delivered to street address) Room/suite
204119317
E Telephone number
P.O. BOX 600610
City or town, state or country, and ZIP + 4
(214) 890 9943 214 ) 890
MARK LANGDALE P.O. BOX 600610 DALLAS, TX 75206 X 501(c)(3) Tax;exempt status: I 501(c) ( ) (insert no.) 4947(a)(1) or WWW.GEORGEWBUSHCENTER.COM J Website: K Form of organization: X Corporation Trust Association Other Summary Part I
F Name and address of principal officer:
I
DALLAS, TX 75206
J
G Gross receipts $
H(a) Is this a group return for
affiliates?
I
166,880,136. Yes X No
H(b) Are all affiliates included? 527 H(c) Group exemption number
If "No," attach a list. (see instructions)
L Year of formation:
2006
M State of legal domicile:
I
Yes
No
TX
1
Activities & Governance
Briefly describe the organization's mission or most significant activities:
ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY TO HOUSE, PRESERVE AND DISPLAY THE BOOKS, DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS AND OTHER MEMORABILIA OF GEORGE W. BUSH.
if the organization discontinued its operations or disposed of more than 25% of its net assets.
2 3 4 5 6 7a b 8 9 10 11 12 13 14 15 16a
Check this box
Number of voting members of the governing body (Part VI, line 1a)
I
Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2010 (Part V, line 2a) Total number of volunteers (estimate if necessary) Total gross unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990;T, line 34 Contributions and grants (Part VIII, line 1h) Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) Grants and similar amounts paid (Part IX, column (A), lines 1;3) Benefits paid to or for members (Part IX, column (A), line 4) Professional fundraising fees (Part IX, column (A), line 11e)
Total revenue ; add lines 8 through 11 (must equal Part VIII, column (A), line 12)
Expenses
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5;10)
b Total fundraising expenses (Part IX, column (D), line 25)
1 7 Other expenses (Part IX, column (A), lines 11a;11d, 11f;24f) 1 8 Total expenses. Add lines 13;17 (must equal Part IX, column (A), line 25) 1 9 Revenue less expenses. Subtract line 18 from line 12
2 0 Total assets (Part X, line 16) 2 1 Total liabilities (Part X, line 26) 2 2 Net assets or fund balances. Subtract line 21 from line 20 Signature Block Part II
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 152,290,549. mmmmmmmmmmmmm 0. mmmmmmmmmmmmm 104,875. mmmmm 2,686. m m m m m mm mm mm mm mm mm mm 152,188,360. 0. mmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmm 1,125,024. mmmmmmm 107,013. m m m 13,376,427.m m m m m mmmmmmmmm I mmmmmmmmmmmmmmmm 4,318,647. 5,550,684. m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm 146,637,676. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 173,774,060. 1,549,212. m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 172,224,848.
3 4 5 6 7a 7b
Prior Year COPY FOR PUBLIC INSPECTION
Beginning of Current Year Date
9. 8. 17. 96.
Current Year
161,162,992. 0. 72,752. 218,254. 161,017,490. 1,015,355. 0. 4,170,941. 939,724. 15,371,024. 21,497,044. 139,520,446.
End of Year
Net Assets or Fund Balances
Revenue
316,521,565. 4,780,825. 311,740,740.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
M M
Signature of officer
Type or print name and title Preparer's signature
Print/Type preparer's name
Paid Preparer Use Only Firm's name
Firm's address
May the IRS discuss this return with the preparer shown above? (see instructions)
For Paperwork Reduction Act Notice, see the separate instructions.
JSA 0E1065 3.000
I I
GRANT THORNTON LLP EIN 1717 MAIN STREET, SUITE 1500 DALLAS, TX 75201 Phone no.
I I 2145612300 m m m m m m m m m m m m m m m m m m m m Im m m m X
Date Check if self; employed PTIN
Yes
No
(2010)
Form
990
4133AN 649J
0179053
PAGE 4
Form 990 (2010)
Part III
Statement of Program Service Accomplishments Check if Schedule O contains a response to any question in this Part III
mmmmmmmmmmmmmmmmmmmmmmmm
Page
2
1 Briefly describe the organization's mission:
ATTACHMENT 1
2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990;EZ? If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?
Yes If "Yes," describe these changes on Schedule O. 4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4 a (Code:
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
including grants of $
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Yes
X No
X No
) (Expenses $
6,524,257.
1,015,355.
) (Revenue $
161,162,992.
)
DEVELOPMENT OF THE GEORGE W. BUSH PRESIDENTIAL CENTER AND THE ONGOING ADMINISTRATION AND FUNDING OF THE FOUNDATION'S ACTIVITIES, INCLUDING PROGRAMMING OF THE GEORGE W. BUSH INSTITUTE.
4 b (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4 c (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4 d Other program services. (Describe in Schedule O.) (Expenses $ including grants of $ 6,524,257. 4 e Total program service expenses
JSA 0E1020 1.000
I
) (Revenue $
)
Form
990
(2010)
4133AN 649J
0179053
PAGE 5
Form 990 (2010)
Part IV
1 2 3 4 5
Checklist of Required Schedules
6
7 8 9
10 11 a b c d
e f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors? (see instructions) Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98;19? If "Yes," complete Schedule C, Part III Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi;endowments? If "Yes," complete Schedule D, Part V If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Did the organization report an amount for investments;program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page Yes No
3
1 2 3 4
X X X X
5
6 7 8
X X X
9 10
X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmm mm mmmmmmm mmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmm
0179053
1 1a 1 1b 1 1c 1 1d 1 1e 11f 1 2a 1 2b 13 1 4a 1 4b 15 16 17 18 19 2 0a 2 0b
Form
X X X X X X X X X X X X X X X X X X
990
(2010)
1 2 a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI, XII, and XIII b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if
the organization answered "No" to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
1 3 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 1 4 a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If "Yes," complete Schedule F, Parts I and IV 1 5 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV 1 6 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV 1 7 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) 1 8 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II 1 9 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III 2 0 a Did the organization operate one or more hospitals? If "Yes," complete Schedule H b If "Yes" to line 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990 filers that operate one or more hospitals must attach audited financial statements (see instructions)
JSA 0E1021 1.000
4133AN 649J
PAGE 6
Form 990 (2010)
Part IV
21 22 23
Checklist of Required Schedules (continued)
24 a
b c d 25 a b
26 27
28 a b c 29 30 31 32 33 34 35 a
36 37
38
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J Did the organization have a tax;exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 2 4b through 24d and complete Schedule K. If “No,” go to line 2 5 Did the organization invest any proceeds of tax;exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax;exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990;EZ? If "Yes," complete Schedule L, Part I Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," complete Schedule L, Part III Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV Did the organization receive more than $25,000 in non;cash contributions? If "Yes," complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701;2 and 301.7701;3? If "Yes," complete Schedule R, Part I Was the organization related to any tax;exempt or taxable entity? If "Yes," complete Schedule R, Parts II, III, IV, and V, line 1 Is any related organization a controlled entity within the meaning of section 512(b)(13)? Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, X No Part V, line 2 Yes Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non;charitable related organization? If "Yes," complete Schedule R, Part V, line 2 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
Page Yes No
4
21 22
X X
23
X
2 4a 2 4b 2 4c 2 4d 2 5a
X
X
2 5b 26
X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm
0179053
mmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm
27
X
2 8a 2 8b 2 8c 29 30 31 32 33 34 35
X X X X X X X X X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm
36
X
37 38
Form
X X
990
(2010)
JSA 0E1030 1.000
4133AN 649J
PAGE 7
Form 990 (2010)
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response to any question in this Part V
1a 1 a Enter the number reported in Box 3 of Form 1096. Enter ;0; if not applicable 1b b Enter the number of Forms W;2G included in line 1a. Enter ;0; if not applicable c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2 a Enter the number of employees reported on Form W;3, Transmittal of Wage and Tax 2a Statements, filed for the calendar year ending with or within the year covered by this return b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note. If the sum of lines 1a and 2a is greater than 250, you may be required to efile. (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a Form 990;T for this year? If "No," provide an explanation in Schedule O 4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If “Yes,” enter the name of the foreign country: See instructions for filing requirements for Form TD F 90;22.1, Report of Foreign Bank and Financial Accounts. 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If "Yes," to line 5a or 5b, did the organization file Form 8886;T? 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible? b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7d d If "Yes," indicate the number of Forms 8282 filed during the year e f g h 8
mmmmmmmmmmmmmmmmmmmmmmm 60 mmmmmmmmmm 0 mmmmmmmmm X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 17 m X
Yes
Page
5
No
1c
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmm mmmmmmmmmmmmm
2b 3a 3b
X
4a
X
5a 5b 5c 6a 6b
X X
X
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098;C?
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmm mmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmm
7a 7b 7c 7e 7f 7g 7h
X X X X X
9 a b 10 a b 11
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. Did the organization make any taxable distributions under section 4966? Did the organization make a distribution to a donor, donor advisor, or related person? Section 501(c)(7) organizations. Enter: 1 0a Initiation fees and capital contributions included on Part VIII, line 12 1 0b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
8 9a 9b
Section 501(c)(12) organizations. Enter: 1 1a a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources 1 1b against amounts due or received from them.) 1 2 a Section 4947(a)(1) non)exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 1 2b b If "Yes," enter the amount of tax;exempt interest received or accrued during the year 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 1 3b 1 3c c Enter the amount of reserves on hand
1 2a
1 4 a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
JSA 0E1040 1.000
mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m mm mm mm mm mm mm
0179053
1 3a
1 4a 1 4b
Form
X
990
(2010)
4133AN 649J
PAGE 8
Form 990 (2010)
for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response to any question in this Part VI X Section A. Governing Body and Management
1a Enter the number of voting members of the governing body at the end of the tax year b Enter the number of voting members included in line 1a, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 6 Does the organization have members or stockholders? 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? b Each committee with authority to act on behalf of the governing body? 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O
Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
Section C. Disclosure
17 18
1 0 a Does the organization have local chapters, branches, or affiliates? b If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 1 1 a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 1 2 a Does the organization have a written conflict of interest policy? If "No," go to line 13 b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this is done 13 Does the organization have a written whistleblower policy? 14 Does the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.) 1 6 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements?
mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm I ATTACHMENT 2
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm
9 mmmmmm 8 mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmm mmmmmm mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmm
1a 1b
mmmmmmmmmmmmmmmm
Page
6
Yes
No
2 3 4 5 6 7a 7b
X X X X X X X
8a 8b 9
X X X
1 0a 1 0b 1 1a 1 2a 1 2b 1 2c 13 14
X
X X X X X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
1 5a 1 5b
X X
1 6a
X
1 6b
List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990;T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply. X Own website X Upon request Another's website Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: LAURIE MARTIN P.O. BOX 600610 DALLAS, TX 75206
Form
19 20
I 2148909943
JSA 0E1042 1.000
990
(2010)
4133AN 649J
0179053
PAGE 9
Form 990 (2010)
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response to any question in this Part VII
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
mmmmmmmmmmmmmmmmmmmmm
Page
7
Section A.
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter ;0; in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W;2 and/or Box 7 of Form 1099;MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A) Name and Title (B) Average hours per week
(describe hours for related organizations in Schedule O)
% % % % %
(C)
Position (check all that apply) Individual trustee or director Institutional trustee Officer Key employee Highest compensated employee Former
(D) Reportable compensation from the organization (W;2/1099;MISC)
(E) Reportable compensation from related organizations (W;2/1099;MISC)
(F) Estimated amount of other compensation from the organization and related organizations
(1) DONALD L. EVANS (2) MARVIN P. BUSH (3) MARK LANGDALE
CHAIRMAN/DIRECTOR VICE PRES/TREASURER/DIRECTOR PRESIDENT/DIRECTOR
5.00 3.00 40.00 3.00 3.00 15.00 3.00 3.00 3.00 3.00 40.00 40.00 40.00 40.00 40.00 40.00
X X X X X X X X X
X X X
0. 0. 400,000. 0. 0. 0. 0. 0. 0.
0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
Form
0. 0. 155,694. 0. 0. 0. 0. 0. 0. 0. 55,428. 38,520. 73,564. 136,847. 49,123. 23,421. 990 (2010) PAGE 10
(4) LAURA W. BUSH
DIRECTOR
(5) BRADFORD M. FREEMAN
DIRECTOR
(6) JEANNE L. PHILLIPS
DIRECTOR
(7) MERCER REYNOLDS
DIRECTOR
(8) CRAIG R. STAPLETON
DIRECTOR
(9) R. GERALD TURNER
DIRECTOR
(10)HARRIET MIERS
SECRETARY
X X X X X X X
0. 143,750. 170,872. 166,474. 426,667. 132,000. 125,019.
(11)LAURIE J. MARTIN
CHIEF FINANCIAL OFFICER
(12)COLIN STEWART
CHIEF OPERATING OFFICER
(13)STACY L. CINATL
CHIEF OPERATING OFFICER
(14)JAMES K. GLASSMAN
INSTITUTE EXECUTIVE DIRECTOR
(15)ELISABETH T. ANASTASI
VP DEVELOPMENT
(16)JEFFREY A. INNMON
PROJECT MANAGER
JSA 0E1041 1.000
4133AN 649J
0179053
Form 990 (2010)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A) Name and title (B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply) Individual trustee or director Institutional trustee Officer Key employee Highest compensated employee Former
(D) Reportable compensation from the organization (W;2/1099;MISC)
(E) Reportable compensation from related organizations (W;2/1099;MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(17) (18) (19) (20) (21) (22) (23) (24) (25) (26) (27) (28)
1b c d 2
1,564,782. Sub)total Total from continuation sheets to Part VII, Section A 1,564,782. Total (add lines 1b and 1c) Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization 7
m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmmmmmmmmmmmmmmmmmmmmm I I m I
0. 0.
532,597. 532,597.
3 4
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person 5 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
5
(A) Name and business address (B) Description of services (C) Compensation
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmm
Yes No 3
X
4
X X
ATTACHMENT 3
2
JSA
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 7
Form
I
990
(2010)
0E1050 1.000
4133AN 649J
0179053
PAGE 11
Form 990 (2010)
Page
9
Part VIII
Statement of Revenue
Contributions, gifts, grants Program Service Revenue and other similar amounts
1a b c d e f g h 2a b c d e f g 3 4 5 6a b c d 7a b c d
Federated campaigns Membership dues Fundraising events
Related organizations
Government grants (contributions)
All other contributions, gifts, grants,
and similar amounts not included above
Noncash contributions included in lines 1a;1f: $
Total. Add lines 1a;1f
mmmmmmmm mmmmmmmmm mmmmmmmmm mmmmmmmm mm m m m m m m m m m m m m m m m m m m m mI
1a 1c 1e 1f 1b 1d
4,713,062. 156,449,930. 35,379,393.
(A) Total revenue
(B) Related or exempt function revenue
(C) Unrelated business revenue
(D) Revenue excluded from tax under sections 512, 513, or 514
161,162,992.
Business Code
All other program service revenue Total. Add lines 2a;2f other similar amounts) Royalties
Investment income (including dividends, interest, and
Income from investment of tax;exempt bond proceeds (i) Real
Gross Rents
Less: rental expenses
Rental income or (loss) Net rental income or (loss)
m m m m m m mm mm mm mm mm m m m m m m m m I m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m mm mm mm I I mmmmmmmm mmm m mm m m m m m m m m m m m m m m m m I
(ii) Personal
0. 83,444. 0. 0. 83,444.
Gross amount from sales of assets other than inventory Less: cost or other basis and sales expenses Gain or (loss) Net gain or (loss) Gross income
mmmm m m mm mm mm mm mm m m m m m m m m m m m m m m m m
(i) Securities (ii) Other
5,616,394. 5,627,086. 10,692.
0.
Other Revenue
8a
from
events (not including $ See Part IV, line 18
b c 9a b c 10a b c 11a b c d e 12
of contributions reported on line 1c).
Less: direct expenses b Net income or (loss) from fundraising events Gross income from gaming activities. See Part IV, line 19
a
Less: direct expenses b Net income or (loss) from gaming activities Gross sales of inventory, returns and allowances less
a
Less: cost of goods sold b Net income or (loss) from sales of inventory Miscellaneous Revenue Business Code
MAILING LIST RENTAL 900099
mmmmmmmmmmm m m m m m m m m m m m ATCH m 5 m mmmm m I mmmmmmmmmmm mmmmmmmmmmmmmmmmmmm I mmmmmmmmm mmmmmmmmmmmmmmmmmm I
fundraising
4,713,062.
I
10,692.
10,692.
ATCH 4
a
14,990. 220,570. 220,570.
235,560.
0.
0. 2,316. 2,316.
All other revenue
Total. Add lines 11a;11d Total revenue. See instructions
m m m m mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m m m m m m m m mI I
2,316. 161,017,490. 145,502.
Form
990
(2010)
JSA 0E1051 2.000
4133AN 649J
0179053
PAGE 12
Form 990 (2010)
Page
10
Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.
1 2 3
Grants and other assistance to governments and organizations in the U.S. See Part IV, line 2 1 Grants and other assistance to individuals in the U.S. See Part IV, line 2 2
mm mmmmmmmmmm
(A) Total expenses
(B) Program service expenses
(C) Management and general expenses
(D) Fundraising expenses
0. 1,015,355. 1,015,355.
Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 1 6 Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees
Compensation not included above, to disqualified persons described in section 4958(c)(3)(B) persons (as defined under section 4958(f)(1)) and
4 5 6
7 8 9 10 11
Other salaries and wages
Pension plan contributions (include section 401(k) and section 403(b) employer contributions)
Other employee benefits Payroll taxes
Fees for services (non;employees):
a Management b Legal c Accounting d Lobbying
e Professional fundraising services. See Part IV, line 1 7 f Investment management fees g Other 12 13 14 15 16 17 18 19 20 21 22 23 24
Advertising and promotion Office expenses Royalties Travel Information technology Occupancy
mmmmmm mmmmmmmmmmmm mmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmm
Itemize expenses not covered
mmmmmmmm mmmmmmmmm mmmmmmmmmm
0. 0. 1,765,470. 776,885. 682,636. 305,949.
0. 1,856,703. 41,199. 375,206. 132,363. 0. 287,859. 72,458. 0. 939,724. 0. 0. 22,132. 415,657. 400,563. 0. 370,392. 412,181. 0. 2,574,720. 0. 0. 115,030. 31,853.
727,043. 12,255. 142,211. 49,305.
166,576. 4,981. 64,517. 9,624.
963,084. 23,963. 168,478. 73,434.
276,089. 72,458.
11,770.
939,724.
22,132. 102,919. 247,801. 81,847. 343,510.
77,517. 12,755. 283,385. 60,612.
235,221. 140,007. 5,160. 8,059.
Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings Interest Payments to affiliates Insurance
Other
814,650.
1,760,070.
Depreciation, depletion, and amortization
expenses.
45,195.
29,298. 31,853.
40,537.
above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
DIRECT MARKETING EXPENSE PRODUCTION c CONSULTING d EXHIBIT FABRICATION & INSTAL e FILING FEES
b VIDEO a f All other expenses 25 26
Total functional expenses. Add lines 1 through 24f
Joint Costs. Check here if following SOP 98;2 (ASC 958;720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
I
JSA 0E1052 1.000
mmmmmm
8,491,294. 1,120,985. 975,699. 58,502. 13,485. 8,214. 21,497,044.
8,491,294. 1,120,985. 685,289. 58,502. 2,284. 6,524,257. 98,271. 192,139. 13,485. 4,053. 13,376,427.
1,877. 1,596,360.
Form
990
(2010)
4133AN 649J
0179053
PAGE 13
Form 990 (2010)
Part X
Balance Sheet
1 2 3 4 5
Cash ; non;interest;bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
Receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions)
6
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm m m m m m m m m m m m m m m m mmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmm mmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm
and
mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page
11
(A) Beginning of year
(B) End of year
1,394,834. 33,443,849. 120,747,608. 0.
1 2 3 4
27,878,052. 43,342,713. 156,933,492. 54,250.
Net Assets or Fund Balances
Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges Land, buildings, and equipment: cost or 39,317,279. other basis. Complete Part VI of Schedule D 1 0a 177,981. 1 0b b Less: accumulated depreciation 1 1 Investments ; publicly traded securities 1 2 Investments ; other securities. See Part IV, line 11 1 3 Investments ; program;related. See Part IV, line 11 1 4 Intangible assets 1 5 Other assets. See Part IV, line 11 1 6 Total assets. Add lines 1 through 15 (must equal line 34) 1 7 Accounts payable and accrued expenses 1 8 Grants payable 1 9 Deferred revenue 2 0 Tax;exempt bond liabilities 2 1 Escrow or custodial account liability. Complete Part IV of Schedule D 2 2 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 2 3 Secured mortgages and notes payable to unrelated third parties 2 4 Unsecured notes and loans payable to unrelated third parties 2 5 Other liabilities. Complete Part X of Schedule D 2 6 Total liabilities. Add lines 17 through 25 X and complete Organizations that follow SFAS 117, check here lines 27 through 29, and lines 33 and 34.
7 8 9 10a 27 28 29
mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
5
6 7 8 276,734. 9
Assets
4,000.
17,911,035. 1 0c 0. 1 1
12 13 14 0. 1 5 173,774,060. 1 6 1,549,212. 1 7 18 19 20 21
39,139,298. 15,198,093.
33,971,667. 316,521,565. 4,490,003.
Liabilities
22 23 24 0. 2 5 1,549,212. 2 6
290,822. 4,780,825.
Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Organizations that do not follow SFAS 117, check here complete lines 30 through 34.
54,474,206. 2 7 117,750,642. 2 8
29
126,143,869. 185,596,871.
30 31 32 33 34
Capital stock or trust principal, or current funds Paid;in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances
30 31 32 172,224,848. 3 3 173,774,060. 3 4
311,740,740. 316,521,565. Form 990 (2010)
JSA 0E1053 1.000
4133AN 649J
0179053
PAGE 14
Form 990 (2010)
Part XI
1 2 3 4 5 6
Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) Check if Schedule O contains a response to any question in this Part XII
Part XII
mmmmmmmmmmmmmmmmmmmmmmm X 161,017,490. mmmmmmmmmmmmmmmmmmmmmmmmmm 21,497,044. mmmmmmmmmmmmmmmmmmmmmmmmmm 139,520,446. mmmmmmmmmmmmmmmmmmmmmmmmmmmm 172,224,848. mmmmmmmm 4,554. mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 311,740,740. Financial Statements and Reporting mmmmmmmmmmmmmmmmmmmmmm
Page
12
Check if Schedule O contains a response to any question in this Part XI
Reconciliation of Net Assets
1 2 3 4 5 6
Yes 1
No
2a b c
d
3a b
X Accrual Accounting method used to prepare the Form 990: Cash Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? Were the organization's financial statements audited by an independent accountant? If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: Both consolidated and separate basis X Separate basis Consolidated basis As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A;133? If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
mmmmmmmm mmmmmmmmmmmmmmmm mmmmm
2a 2b 2c
X X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
3a 3b
Form
X
990
(2010)
JSA 0E1054 1.000
4133AN 649J
0179053
PAGE 15
SCHEDULE A
(Form 990 or 990)EZ)
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
Department of the Treasury Internal Revenue Service
Name of the organization
I
Attach to Form 990 or Form 990)EZ.
I
OMB No. 1545;0047
À¾´
See separate instructions.
Open to Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Reason for Public Charity Status (All organizations must complete this part.) See instructions. Part I
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 3 31 /3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions ; subject to certain exceptions, and (2) no more than 3 31/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type I b Type II c Type III ; Functionally integrated d Type III ; Other e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) 11g(i) and (iii) below, the governing body of the supported organization? 11g(ii) (ii) A family member of a person described in (i) above? 11g(iii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? h Provide the following information about the supported organization(s).
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
(iv) Is the organization in col. (i) listed in your governing document? Yes No (v) Did you notify
the organization in col. (i) of your support?
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1;9 above or IRC section (see instructions))
(vi) Is the organization in col. (i) organized in the U.S.? Yes No
(vii) Amount of support
Yes
No
(A) (B) (C) (D) (E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1210 3.000
Schedule A (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 16
Schedule A (Form 990 or 990;EZ) 2010
Page
2
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support
Calendar year (or fiscal year beginning in)
Part II
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") Tax revenues levied for the organization's benefit and either paid to or expended on its behalf The value of services or facilities furnished by a governmental unit to the organization without charge
Total. Add lines 1 through 3
2
mmmmmmmmmmmmmmmm mmmmmmm mmmmmmm mmmmmmm
mmmmmm
I
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
2,741,253.
107,866.
24,642,061.
152,290,549.
161,162,992.
340,944,721.
3 4 5
2,741,253.
107,866.
24,642,061.
152,290,549.
161,162,992.
340,944,721.
6
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 from line 4.
Section B. Total Support
7 8
Calendar year (or fiscal year beginning in)
Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Net income from unrelated business activities, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ATCH 1
Total support. Add lines 7 through 10
mmmmmmmmmmmmmmmmm mmmmmmmmmmm mm mmmmmmmmmm
m m m m m m m m Im m
67,281,617. 273,663,104.
(a) 2006
2,741,253.
(b) 2007
107,866.
(c) 2008
24,642,061.
(d) 2009
152,290,549.
(e) 2010
161,162,992.
(f) Total
340,944,721.
44,088.
103,206.
34,630.
23,246.
83,444.
288,614.
9
11 12 13
mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Section C. Computation of Public Support Percentage mmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmI
10
49. 73. 0. 2,686. 2,315.
5,123.
341,238,458.
Gross receipts from related activities, etc. (see instructions)
12
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here
X
% %
14 1 4 Public support percentage for 2010 (line 6, column (f) divided by line 11, column (f)) 15 1 5 Public support percentage from 2009 Schedule A, Part II, line 14 1 6a 3 3 1 /3 % support test ) 2010. If the organization did not check the box on line 13, and line 14 is 3 31 /3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization b 3 3 1 /3 % support test ) 2009. If the organization did not check a box on line 13 or 16a, and line 15 is 3 3 1 /3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization 1 7a 10%)facts)and)circumstances test ) 2010. If the organization did not check a box on line 13, 16a or 16b, and line 14 is 10% or more, and if the organization meets the "facts;and;circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts;and;circumstances” test. The organization qualifies as a publicly supported organization b 10%)facts)and)circumstances test ) 2009. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts;and;circumstances" test, check this box and stop here. Explain in Part IV how the organzation meets the "facts;and;circumstances" test. The organization qualifies as a publicly supported organization 1 8 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
Schedule A (Form 990 or 990)EZ) 2010
JSA 0E1220 1.000
4133AN 649J
0179053
PAGE 17
Schedule A (Form 990 or 990;EZ) 2010
Page
3
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
Calendar year (or fiscal year beginning in) 1 2
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") sold or services performed, or Gross receipts from admissions, merchandise facilities
Part III
I
(a) 2 0 06
(b) 2 0 07
(c) 2 0 08
(d) 2 0 09
(e) 2 0 10
(f) Total
furnished in any activity that is related to the organization's tax;exempt purpose
3 4
Gross receipts from activities that are not an unrelated trade or business under section 5 1 3
Tax revenues levied for the organization's its behalf
benefit and either paid to or expended on
5
The
value
mmmmmmmmmmmmmmmm
of services or
mmmmmm m
facilities
furnished by a governmental unit to the organization without charge
6 Total. Add lines 1 through 5
mmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmm Section B. Total Support m m m m m m m m m mI m
c Add lines 7a and 7b 8 Public support (Subtract line 7c from
7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 1 3 for the year
mmmmmmm mmmmmmm mmmm
line 6.)
Calendar year (or fiscal year beginning in)
9 Amounts from line 6 1 0 a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources b Unrelated business taxable income (less
mmmmmmmmmmmmmmmmm
taxes) from businesses
(a) 2 0 06
(b) 2 0 07
(c) 2 0 08
(d) 2 0 09
(e) 2 0 10
(f) Total
section 511
acquired after June 30, 1 9 75
c Add lines 10a and 10b 11
12
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
Total support. (Add lines 9, 10c, 11,
13 14
and 12.)
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
mmmmmmmmmmm mmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmm
mmmmmm mmmmmmmmm
organization, check this box and stop here
15 16 17 18
Section C. Computation of Public Support Percentage
Public support percentage for 2010 (line 8, column (f) divided by line 13, column (f)) Public support percentage from 2009 Schedule A, Part III, line 15
Section D. Computation of Investment Income Percentage
Investment income percentage from 2009 Schedule A, Part III, line 17
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
15 16 17 18
% % % %
Investment income percentage for 2010 (line 10c, column (f) divided by line 13, column (f))
1 9 a 3 3 1 /3 % support tests ) 2010. If the organization did not check the box on line 14, and line 15 is more than 3 31 /3 %, and line
17 is not more than 3 31 /3 %, check this box and stop here. The organization qualifies as a publicly supported organization
b 3 3 1 /3 % support tests ) 2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 3 31 /3 %, and 20
line 18 is not more than 3 31 /3 %, check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
JSA 0E1221 1.000
Schedule A (Form 990 or 990)EZ) 2010
I I I
4133AN 649J
0179053
PAGE 18
204119317
Schedule A (Form 990 or 990;EZ) 2010 Page
4
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions). ATTACHMENT 1 SCHEDULE A, PART II OTHER INCOME Part IV
DESCRIPTION MAILING LIST RENTAL TOTALS 2006 49. 49. 2007 73. 73. 2008 0. 0. 2009 2,686. 2,686. 2010 2,315. 2,315. TOTAL 5,123. 5,123.
JSA 0E1225 2.000
Schedule A (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 19
Schedule B
(Form 990, 990)EZ, or 990)PF)
Department of the Treasury Internal Revenue Service
I
Schedule of Contributors
Attach to Form 990, 990)EZ, or 990)PF.
OMB No. 1545;0047
À¾´
Name of the organization
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317
Organization type (check one): Filers of: Section:
Form 990 or 990;EZ
X
501(c)( 3
) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990;PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990;EZ, or 990;PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II.
Special Rules
X
For a section 501(c)(3) organization filing Form 990 or 990;EZ that met the 331 /3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h or (ii) Form 990;EZ, line 1. Complete Parts I and II. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990;EZ that received from any one contributor, during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990;EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year $
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990;EZ, or 990;PF), but it must answer "No" on Part IV, line 2 of its Form 990, or check the box on line H of its Form 990;EZ, or on line 2 of its Form 990;PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990;EZ, or 990;PF).
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990)EZ, or 990)PF. Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
JSA 0E1251 1.000
4133AN 649J
0179053
PAGE 20
Schedule B (Form 990, 990;EZ, or 990;PF) (2010) Name of organization
Page
of
of Part I
THE GEORGE W. BUSH FOUNDATION
Employer identification number
204119317
Part I Contributors (see instructions)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
1 $ 25,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
2 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
3 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
4 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
5 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
6 $ 5,000,000.
X
(Complete Part II if there is a noncash contribution.)
JSA 0E1253 1.000
Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
4133AN 649J
0179053
PAGE 21
Schedule B (Form 990, 990;EZ, or 990;PF) (2010) Name of organization
Page
of
of Part I
THE GEORGE W. BUSH FOUNDATION
Employer identification number
204119317
Part I Contributors (see instructions)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
7 $ 34,000,000.
X X
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
$
(Complete Part II if there is a noncash contribution.)
JSA 0E1253 1.000
Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
4133AN 649J
0179053
PAGE 22
Schedule B (Form 990, 990;EZ, or 990;PF) (2010)
Page
of
of Part II
Name of organization
THE GEORGE W. BUSH FOUNDATION
Employer identification number
204119317
Part II
(a) No. from Part I
Noncash Property (see instructions)
(b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
7
USE OF 22.9414 ACRES OF LAND ON SMU CAMPUS $ 34,000,000.
(c) FMV (or estimate) (see instructions)
10/15/10
(a) No. from Part I
(b) Description of noncash property given
(d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
(a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received
$
JSA 0E1254 1.000
Schedule B (Form 990, 990)EZ, or 990)PF) (2010)
4133AN 649J
0179053
PAGE 23
SCHEDULE C
(Form 990 or 990)EZ)
For Organizations Exempt From Income Tax Under section 501(c) and section 527 Complete if the organization is described below. See separate instructions. Attach to Form 990 or Form 990)EZ.
Department of the Treasury Internal Revenue Service
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990)EZ, Part VI, line 46 (Political Campaign Activities), then Section 501(c)(3) organizations: Complete Parts I;A and B. Do not complete Part I;C.
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990)EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax) or Form 990)EZ, Part V, line 35a (Proxy Tax), then
Name of organization
% % % % % %
I
Political Campaign and Lobbying Activities
I
I
OMB No. 1545;0047
À¾´
Open to Public Inspection
Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I;A and C below. Do not complete Part I;B. Section 527 organizations: Complete Part I;A only. Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II;A. Do not complete Part II;B. Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II;B. Do not complete Part II;A. Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Complete if the organization is exempt under section 501(c) or is a section 527 organization. Part I)A
1 2 3
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV. $ Political expenditures Volunteer hours
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIm
Part I)B
1 2 3 4a b 1 2 3 4 5
Complete if the organization is exempt under section 501(c)(3).
Enter the amount of any excise tax incurred by the organization under section 4955 Enter the amount of any excise tax incurred by organization managers under section 4955 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? Was a correction made? If "Yes," describe in Part IV.
Part I)C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Enter the amount directly expended by the filing organization for section 527 exempt function $ activities Enter the amount of the filing organization's funds contributed to other organizations for section $ 527 exempt function activities Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120;POL, $ line 1 7b Did the filing organization file Form 1120)POL for this year? Yes No Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter ;0;. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter ;0;.
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI mmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmm I mm I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm
$ $
Yes Yes
No No
(1) (2) (3) (4) (5) (6)
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1264 0.040
Schedule C (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 24
Schedule C (Form 990 or 990;EZ) 2010
Part II)A A Check B Check
I I
Page
2
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). if the filing organization belongs to an affiliated group. if the filing organization checked box A and "limited control" provisions apply.
Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)
1a b c d e f
Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 1c and 1d) Lobbying nontaxable amount. Enter the amount from the following table in both columns.
If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is:
mmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm
20% of the amount on line 1e. $100,000 plus 15% of the excess over $500,000.
(a) Filing organization's totals
(b) Affiliated group totals
0. 0. 0. 8,120,617. 8,120,617. 556,031.
Not over $500,000 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $17,000,000
Over $1,500,000 but not over $17,000,000
g h i j
139,008. Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 1g from line 1a. If zero or less, enter ;0; Subtract line 1f from line 1c. If zero or less, enter ;0; If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year?
mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
$175,000 plus 10% of the excess over $1,000,000. $225,000 plus 5% of the excess over $1,500,000. $1,000,000.
Yes
No
4)Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4)Year Averaging Period
Calendar year (or fiscal year beginning in)
(a) 2 0 07 (b) 2 0 08 (c) 2 0 09 (d) 2 0 10 (e) Total
2 a Lobbying nontaxable amount b Lobbying ceiling amount
(150% of line 2a, column (e))
0.
0. 0.
c Total lobbying expenditures d Grassroots nontaxable amount e Grassroots ceiling amount
(150% of line 2d, column (e))
0. 0.
0. 0. 0.
f Grassroots lobbying expenditures
0.
0.
Schedule C (Form 990 or 990)EZ) 2010
JSA 0E1265 0.020
4133AN 649J
0179053
PAGE 25
Schedule C (Form 990 or 990;EZ) 2010
Page
3
Part II)B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a) Yes No (b) Amount
1
a b c d e f g h i j 2a b c d
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Volunteers? Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? Media advertisements? Mailings to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? Other activities? If "Yes," describe in Part IV Total. Add lines 1c through 1i Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? If "Yes," enter the amount of any tax incurred under section 4 912 If "Yes," enter the amount of any tax incurred by organization managers under section 4 912 If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
Part III)A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes No
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mmmmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmm mmmm m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmm mmmmmmmmmmmmmmmm m m m mm mm
1 2 3
Were substantially all (90% or more) dues received nondeductible by members? Did the organization make only in;house lobbying expenditures of $2,000 or less? Did the organization agree to carryover lobbying and political expenditures from the prior year?
Part III)B
1 2
Dues, assessments and similar amounts from members Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for w hich the section 527(f) tax w as paid). a Current year b Carryover from last year c Total 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 5 Taxable amount of lobbying and political expenditures (see instructions)
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmm
Supplemental Information
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III)A, lines 1 and 2 are answered "No" OR if Part III)A, line 3 is answered "Yes."
1
mmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmm m m m m m m m m mm mm mm mm mm mm mm mm mm mm
1 2 3
Part IV
m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm
2a 2b 2c 3
4 5
Complete this part to provide the descriptions required for Part I;A, line 1; Part I;B, line 4; Part I;C, line 5; and Part II;B, line 1i. Also, complete this part for any additional information.
JSA 0E1266 0.020
Schedule C (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 26
204119317
Schedule C (Form 990 or 990;EZ) 2010 Page
4
Part IV
Supplemental Information (continued)
JSA 0E1500 1.000
Schedule C (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 27
SCHEDULE D (Form 990)
Department of the Treasury Internal Revenue Service Name of the organization
I
Supplemental Financial Statements
Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. Attach to Form 990. See separate instructions.
I
I
OMB No. 1545;0047
À¾´
Open to Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
1 2 3 4 5 6
Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? Purpose(s) of conservation easements held by the organization (check all that apply).
mmmmmmmmmmm mmmm mmmmmm mmmmmmmmm
(a) Donor advised funds
(b) Funds and other accounts
Part II
1
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmm
Yes
No
Yes
No
2
Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year
a b c d
2a Total number of conservation easements 2b Total acreage restricted by conservation easements 2c Number of conservation easements on a certified historic structure included in (a) Number of conservation easements included in (c) acquired after 8/17/06, and not on a 2d historic structure listed in the National Register Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
3 4 5 6 7 8 9
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
$
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B) (i) and 170(h)(4)(B)(ii)? Yes In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
I I
I mmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
No
Part III
1a b
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
2 a b
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part X $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: Revenues included in Form 990, Part VIII, line 1 $ Assets included in Form 990, Part X $
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA 0E1268 1.000
mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I I
0179053
Schedule D (Form 990) 2010
4133AN 649J
PAGE 28
Schedule D (Form 990) 2010
Page
2
Part III
3
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
Public exhibition Loan or exchange programs a d Scholarly research Other b e Preservation for future generations c 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes No
mmmmmm
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If "Yes," explain the arrangement in Part XIV and complete the following table: Amount c Beginning balance 1c d Additions during the year 1d e Distributions during the year 1e f Ending balance 1f 2 a Did the organization include an amount on Form 990, Part X, line 21? b If "Yes," explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if organization answered "Yes" to Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1 a Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2 a b c 3a
mmmm mmmmmmmmmmm mmmmmmmmmmmmm mmmmmm m mmmmmmmmmmm mmmmm mmmmmmmm I I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Yes
No
Yes
No
Provide the estimated percentage of the year end balance held as: Board designated or quasi;endowment % Permanent endowment % Term endowment % Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations (ii) related organizations b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the organization's endowment funds.
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm
(a) Cost or other basis
(investment)
Yes 3a(i) 3a(ii) 3b
No
Part VI
1 a Land b Buildings 0. 334,012. c Leasehold improvements 0. 183,295. d Equipment 0. 38,799,972. e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)
mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
Description of investment
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
(b) Cost or other basis
(other)
(c) Accumulated
depreciation
(d) Book value
mmmmmmI
34,573. 62,834. 80,574.
299,439. 120,461. 38,719,398. 39,139,298.
Schedule D (Form 990) 2010
JSA 0E1269 1.000
4133AN 649J
0179053
PAGE 29
Schedule D (Form 990) 2010
Part VII
Investments ) Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end;of;year market value
(1) Financial derivatives (2) Closely;held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) (I)
mmmmmmmmmmmmmmmmm mmmmmmmmmmmmm
Page
3
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
Investments ) Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation: Cost or end;of;year market value
I
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
I
(1) GROUND LEASE (2) AMORTIZATION (3) (4) (5) (6) (7) (8) (9) (10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)
34,000,000. 28,333.
Part X
1.
Other Liabilities. See Form 990, Part X, line 25.
(a) Description of liability
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
(b) Amount
33,971,667.
(1) Federal income taxes (2) CONSTRUCTION RETAINAGE PAYABLE (3) (4) (5) (6) (7) (8) (9) (10) (11)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)
290,822.
2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740).
JSA 0E1270 1.000
I
290,822.
Schedule D (Form 990) 2010
4133AN 649J
0179053
PAGE 30
Schedule D (Form 990) 2010
Part XI
1 2 3 4 5 6 7 8 9 10 1 2 a b c d e 3 4 a b c 5 1 2 a b c d e 3 4 a b c 5
Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year. Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV.) Total adjustments (net). Add lines 4 through 8 Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains on investments Donated services and use of facilities Recoveries of prior year grants Other (Describe in Part XIV.) Add lines 2a through 2 d Subtract line 2 e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1 : Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV.) Add lines 4 a and 4 b Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
Part XII
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm Reconciliation of Revenue per Audited Financial Statements With Revenue per Return mmmmmmmmmmmmmmmmm 4,554. mmmmmmmmmmmmmmmmmmmmmm 34,450. mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm 235,560. mmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm
1 2 3 4 5 6 7 8 9 10
Page
4
Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
161,017,490. 21,497,044. 139,520,446. 4,554.
4,554. 139,515,892.
1
161,282,946.
Part XIII
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1
Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments Other losses Other (Describe in Part XIV.) Add lines 2 a through 2 d Subtract line 2 e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1 : Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV.) Add lines 4 a and 4 b Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
Part XIV
Supplemental Information
mmmmmmmmmmmmmmmmmmmmmmmm 34,450. mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 235,560. mmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm
2a 2b 2c 2d 4a 4b
mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm
4a 4b
2a 2b 2c 2d
2e 3
265,456. 161,017,490.
4c 5
161,017,490. 21,767,054.
2e 3
270,010. 21,497,044.
4c 5
21,497,044.
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
SEE PAGE 5
Schedule D (Form 990) 2010
JSA 0E1271 1.000
4133AN 649J
0179053
PAGE 31
Schedule D (Form 990) 2010
Page
5
Part XIV
Supplemental Information (continued)
RECONCILIATION OF REVENUE 990, SCH D, PART XII, LINE 2D SPECIAL EVENT EXPENSES 235,560
RECONCILIATION OF EXPENSES 990, SCH D, PART XIII, LINE 2D SPECIAL EVENT EXPENSES REPORTED NET OF REVEUNE $235,560
FIN 48 PART X, LINE 2 THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC, AS EVIDENCED BY THE FOUNDATION'S CONFIRMATION LETTER DATED MARCH 2006. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1), AND AS SUCH, CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE FOUNDATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME TAX LIABILITY OR EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009.
THE FOUNDATION HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. THE FOUNDATION DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED
Schedule D (Form 990) 2010
JSA 0E1226 1.000
4133AN 649J
0179053
PAGE 32
Schedule D (Form 990) 2010
Page
5
Part XIV
Supplemental Information (continued)
DECEMBER 31, 2010 AND 2009.
Schedule D (Form 990) 2010
JSA 0E1226 1.000
4133AN 649J
0179053
PAGE 33
SCHEDULE G
(Form 990 or 990)EZ)
Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Information Regarding Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990)EZ, line 6a. Attach to Form 990 or Form 990)EZ. See separate instructions.
I
I
OMB No. 1545;0047
À¾´
Open To Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION 204119317 Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Part I Form 990;EZ filers are not required to complete this part.
1 a b c d
Indicate whether the organization raised funds through any X Mail solicitations e X Internet and email solicitations f X Phone solicitations g X X In;person solicitations
of the following activities. Check all that apply. Solicitation of non;government grants Solicitation of government grants Special fundraising events
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees X Yes or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser) (ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts from activity (v) Amount paid to (or retained by) fundraiser listed in col. (i)
No
(vi) Amount paid to (or retained by) organization
Yes 1
No
WARFIELD & WALSH, INC
2
KMA DIRECT COMMUNICATIONS
3
KIMBIA, INC.
4
DIRECT MAIL EMAIL SOLICITING EMAIL SOLICITING DIRECT MAIL MAIL, PHONE & IN PERSON
X X X X X
11,504,011. 996,610. 1,007,986. 2,303,979. 4,150,025.
55,000. 11,449,011. 649,587. 50,399. 120,047. 110,000. 347,023. 957,587. 2,183,932. 4,040,025.
OLSEN & SHUVALOV, L.P.
5
CAPITAL CAMPAIGNS, INC.
6 7 8 9 10
Total 3
AL,AK,AZ,AR,CA,CO,CT,DE,DC,FL,GA,HI,ID,IL,IN, IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO,MT,NE,NV,NH,NJ,NM,NY,NC,ND,OH, OK,OR,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY,
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
19,962,611.
985,033. 18,977,578.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1281 0.020
Schedule G (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 34
Schedule G (Form 990 or 990;EZ) 2010
Page
2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more
than $15,000 of fundraising event contributions and gross income on Form 990;EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
1 Gross receipts 2 Less: Charitable contributions 3 Gross income (line 1 minus line 2) 4 Cash prizes
5 Noncash prizes
6 Rent/facility costs
7 Food and beverages 8 Entertainment
9 Other direct expenses
1 0 Direct expense summary. Add lines 4 through 9 in column (d) 1 1 Net income summary. Combine line 3, column (d), and line 10
Part III
Revenue
235,560. mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I 220,570. I Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more 51,204. 46,856. 35,314. 133,374.
) (
mmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmm mmmmmmmmm mmmmmmmmmmmm mmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmm mmmmmmmm mmmmmmmmmmm
(a) Event #1
(b) Event #2
(c) Other Events
DALLAS DINNER
(event type)
HOUSTON DINNER
(event type) (total number)
1.
(d) Total events (add col. (a) through col. (c))
Revenue
3,043,907. 3,035,109. 8,798.
766,100. 762,908. 3,192.
918,045. 915,045. 3,000.
4,728,052. 4,713,062. 14,990.
Direct Expenses
6,000. 20,529. 1,950. 63,683. 800. 8,424. 800.
6,000. 92,636. 3,550.
than $15,000 on Form 990;EZ, line 6a.
(a) Bingo
(b) Pull tabs/Instant bingo/progressive bingo
(c) Other gaming
(d) Total gaming (add col. (a) through col. (c))
1 Gross revenue 2 Cash prizes
Direct Expenses
3 Noncash prizes
4 Rent/facility costs
5 Other direct expenses 6 Volunteer labor
Yes No
%
7 Direct expense summary. Add lines 2 through 5 in column (d)
8 Net gaming income summary. Combine line 1, column d, and line 7 9
mmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmm I
Yes No
%
Yes No
%
(
)
Enter the state(s) in which the organization operates gaming activities: a Is the organization licensed to operate gaming activities in each of these states? b If "No," explain:
mmmmmmmmmmmmmmmmm mmmmm
Yes
No
1 0 a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? b If "Yes," explain:
Yes
No
Schedule G (Form 990 or 990)EZ) 2010
JSA 0E1282 1.000
4133AN 649J
0179053
PAGE 35
Schedule G (Form 990 or 990;EZ) 2010
11 12
Does the organization operate gaming activities with nonmembers? Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? 13 Indicate the percentage of gaming activity operated in: a The organization's facility 1 3a b An outside facility 1 3b 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name
I
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page
3
Yes Yes
No No
% %
Address
15 a
I
Does the organization have a contract with a third party from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ . c If "Yes," enter name and address of the third party: Name
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I
Yes
No
Address
16
Gaming manager information: Name
I
I
Gaming manager compensation Description of services provided Director/officer
17
I I
$
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $
a
Supplemental Information. Complete this part to provide the explanation required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions). SCHEDULE G, PART 1, COLUMN V
Part IV
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
Employee
Independent contractor
Yes
No
THE FOUNDATION'S AGREEMENTS WITH THE FUNDRAISERS BELOW PROVIDE FOR THE PAYMENT OF SPECIFIED FEES LISTED IN PART I COLUMN V IN ADDITION TO THE REIMBURSEMENT OF FUNDRAISING EXPENSES SUCH AS LIST RENTAL, DESIGN, PRINTING AND POSTAGE. FOR THE EXPENSE REIMBURSEMENT, THE FOUNDATION IS BILLED FOR THE VARIOUS ITEMS AT COST AS PREAPPROVED BY THE FOUNDATION. (CONTINUED ON THE NEXT PAGE)
Schedule G (Form 990 or 990)EZ) 2010
JSA 0E1503 3.000
4133AN 649J
0179053
PAGE 36
Schedule G (Form 990 or 990;EZ) 2010
11 12
Does the organization operate gaming activities with nonmembers? Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? 13 Indicate the percentage of gaming activity operated in: a The organization's facility 1 3a b An outside facility 1 3b 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name
I
mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Page
3
Yes Yes
No No
% %
Address
15 a
I
Does the organization have a contract with a third party from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ . c If "Yes," enter name and address of the third party: Name
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I
Yes
No
Address
16
Gaming manager information: Name
I
I
Gaming manager compensation Description of services provided Director/officer
17
I I
$
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $
a
Supplemental Information. Complete this part to provide the explanation required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions). (PLEASE SEE PREVIOUS PAGE FOR EXPLANATION)
Part IV
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I
Employee
Independent contractor
Yes
No
WARFIELD AND WALSH OLSEN AND SHUVALOV
EXPENSE REIMBURSEMENT: $5,526,538 EXPENSE REIMBURSEMENT: $1,605,551
THE TOTAL AMOUNT REPORTED ON SCHEDULE G, PART 1, LINE 2B(V) AS AMOUNT PAID TO FUNDRAISERS IS ACCOUNTED FOR USING THE CASH METHOD. ON FORM 990, PART IX, LINE 11E, THE AMOUNT AS SHOWN WAS ACCOUNTED FOR USING THE ACCRUAL METHOD.
Schedule G (Form 990 or 990)EZ) 2010
JSA 0E1503 3.000
4133AN 649J
0179053
PAGE 37
SCHEDULE I (Form 990)
Department of the Treasury Internal Revenue Service Name of the organization
Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Attach to Form 990.
OMB No. 1545;0047
I
À¾´
Open to Public Inspection
Employer identification number
THE GEORGE W. BUSH FOUNDATION Part I General Information on Grants and Assistance
1 2
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
(c) IRC section if applicable
204119317
Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed
1 (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12)
(a) Name and address of organization or government (b) EIN (d) Amount of cash grant (e) Amount of non;cash
assistance (f) Method of valuation (book, FMV, appraisal, other)
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
(g) Description of non;cash assistance
X Yes
No
(h) Purpose of grant or assistance
2 Enter total number of section 501(c)(3) and government organizations 3 Enter total number of other organizations For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA 0E1288 2.000
m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I I
0179053
Schedule I (Form 990) (2010)
4133AN 649J
PAGE 38
Schedule I (Form 990) (2010)
Page
2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of non;cash assistance (e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non;cash assistance
1 2 3 4 5 6 7
FELLOWSHIP STIPENDS
12.
1,015,355.
Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
FELLOWSHIP STIPENDS SCHEDULE I, PART III, LINE 1 THE FOUNDATION IS NOT A GRANTMAKING ENTITY IN THE TRADITIONAL SENSE. THE FOUNDATION DOES ISSUE FELLOWSHIP STIPENDS TO INDIVIDUALS WHO ARE CHOSEN BASED ON THEIR QUALIFICATIONS IN THE AREAS OF ENGAGEMENT DETERMINED BY INSTITUTE STAFF. INSTITUTE PROGRAM DIRECTORS PROVIDE OVERSIGHT FOR THE WORK OF THE FELLOWS.
Schedule I (Form 990) (2010)
JSA
0E1504 3.000
4133AN 649J
0179053
PAGE 39
SCHEDULE J (Form 990)
Department of the Treasury Internal Revenue Service
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" to Form 990, Part IV, line 23. Attach to Form 990. See separate instructions.
I
Name of the organization
I
Compensation Information
I
OMB No. 1545;0047
Open to Public Inspection
Employer identification number
À¾´
THE GEORGE W. BUSH FOUNDATION Part I Questions Regarding Compensation
204119317
Yes No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First;class or charter travel
X Travel for companions
Tax indemnification and gross;up payments Discretionary spending account
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? 3
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm
W ritten employment contract
Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e.g., maid, chauffeur, chef)
1b 2
X X
Indicate which, if any, of the following the organization uses to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Compensation committee
X Independent compensation consultant X Form 990 of other organizations
4
X Compensation survey or study X Approval by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: a Receive a severance payment or change;of;control payment from the organization or a related organization? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity;based compensation arrangement? If "Yes" to any of lines 4a;c, list the persons and provide the applicable amounts for each item in Part III.
mm mmmmmmmmmmmmmm mmmmmmmmmmmmmmm
4a 4b 4c
X X X
5 a b 6 a b 7 8
9
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5)9. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: The organization? Any related organization? If "Yes" to line 5a or 5b, describe in Part III. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: The organization? Any related organization? If "Yes" to line 6a or 6b, describe in Part III. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non;fixed payments not described in lines 5 and 6? If "Yes," describe in Part III Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958;4(a)(3)? If "Yes," describe in Part III If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958;6(c)?
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm
5a 5b
X X
6a 6b
X X
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
7
X
8 9
X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule J (Form 990) 2010
JSA 0E1290 1.000
4133AN 649J
0179053
PAGE 40
Schedule J (Form 990) 2010
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i);(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(B) Breakdown of W;2 and/or 1099;MISC compensation (A) Name (i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation (C) Retirement and other deferred compensation (D) Nontaxable benefits (E) Total of columns (B)(i);(D) (F) Compensation reported in prior Form 990 or Form 990;EZ
(i) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
JSA
MARK LANGDALE LAURIE J. MARTIN JAMES K. GLASSMAN COLIN STEWART STACY L. CINATL ELISABETH T. ANASTASI
(ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii)
300,000. 0. 125,000. 0. 400,000. 0. 147,539. 0. 166,474. 0. 117,282. 0.
100,000. 0. 18,750. 0. 26,667. 0. 23,333. 0. 0. 0. 14,718. 0.
0. 0. 0. 0. 0. 0. 0. 0.
100,000. 0. 25,000. 0. 80,000. 0. 0. 0. 33,295. 0. 15,481. 0.
55,694. 0. 30,428. 0. 56,847. 0. 38,520. 0. 40,269. 0. 33,642. 0.
555,694. 0. 199,178. 0. 563,514. 0. 209,392. 0. 240,038. 0. 181,123. 0.
0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
Schedule J (Form 990) 2010
0E1291 1.000
4133AN 649J
0179053
PAGE 41
Schedule J (Form 990) 2010
Page
3
Part III Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
SCHEDULE J, PART 1, LINE 1A GEORGE W. BUSH FOUNDATION, IN CERTAIN REQUIRED EVENTS, PROVIDES TRAVEL FOR COMPANIONS. THE FOUNDATION BELIEVES THAT THE TRAVEL EXPENSE MEETS THE REQUIREMENTS UNDER TREAS. REG. SECTION 1.1325(T)(1) AND IRC SECTION 274(D) AND HAS ACCORDINGLY BEEN EXCLUDED AS A WORKING CONDITION FRINGE PURSUANT TO THESE SECTIONS.
Schedule J (Form 990) 2010
JSA 0E1505 1.000
4133AN 649J
0179053
PAGE 42
SCHEDULE M (Form 990)
Department of the Treasury Internal Revenue Service
I
Noncash Contributions
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990.
Name of the organization
I
OMB No. 1545;0047
Open To Public Inspection
Employer identification number
À¾´
THE GEORGE W. BUSH FOUNDATION Types of Property Part I
204119317
(b) Number of contributions or items contributed (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g (d) Method of determining noncash contribution amounts
1 2 3 4 5 6 7 8 9 10 11 12 13
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Art ; Works of art Art ; Historical treasures Art ; Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property X 26. 1,379,393. FMV Securities ; Publicly traded Securities ; Closely held stock Securities ; Partnership, LLC, or trust interests Securities ; Miscellaneous Qualified conservation contribution ; Historic structures Qualified conservation contribution ; Other Real estate ; Residential Real estate ; Commercial X 1. 34,000,000. FMV Real estate ; Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other ( ) Other ( ) Other ( ) Other ( ) Number of Forms 8283 received by the organization during the tax year for contributions for 29 which the organization completed Form 8283, Part IV, Donee Acknowledgement
mmmmmmmmmm mmmmmm mmmmmm mmmmmm mmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmm mmmmmmmm mmmm mmm mmmmmmmmmm mmmmm mmmmmmmmmmmmm mmmmmmmm mmmmmm mmmmm mmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmm mmmmmmmmmmmmm mmmmmmmmm mmmmmmmm mmmmmmm
(a) Check if applicable
I I I I
3 0 a During the year, did the organization receive by contribution any property reported in Part I, line 1;28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? b If "Yes," describe the arrangement in Part II. 3 1 Does the organization have a gift acceptance policy that requires the review of any non;standard contributions? 3 2 a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If "Yes," describe in Part II. 3 3 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II.
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmm
0.
Yes No
3 0a
X
31 3 2a
X X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA 0E1298 1.000
Schedule M (Form 990) (2010)
4133AN 649J
0179053
PAGE 43
Schedule M (Form 990) (2010)
Page
2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.
GROUND LEASE 990, SCH M, LINE 17, COL. D IN OCTOBER 2010, THE FOUNDATION ENTERED INTO A GROUND LEASE AGREEMENT WITH SOUTHERN METHODIST UNIVERSITY CORPORATION FOR THE USE OF APPROXIMATELY 23 ACRES OF LAND ON WHICH TO BUILD THE LIBRARY. THE INITIAL TERM OF THE LEASE IS 100 YEARS, AND THERE ARE SIX RENEWAL OPTIONS OF 25 YEARS EACH. THE RENT FOR THE INITIAL TERM WAS $1,000, AND THE SAME RENT WILL BE DUE FOR EACH RENEWAL TERM.
AS THE FOUNDATION RECEIVED THIS UNCONDITIONAL PROMISE TO USE THE LAND AND SMU CORP. RETAINS LEGAL TITLE TO THE LAND, A CONTRIBUTION HAS BEEN RECORDED AS TEMPORARILY RESTRICTED CONTRIBUTION REVENUE. THE FAIR VALUE OF THE LAND AT OCTOBER 15, 2010, IS $34,000,000, AND IT IS BEING AMORTIZED OVER THE EXPECTED TERM OF THE LEASE OF 250 YEARS. THE AMORTIZATION IS INCLUDED IN ASSETS RELEASED FROM RESTRICTION AND AS PART OF MANAGEMENT AND GENERAL EXPENSE. THE FAIR VALUE OF THE LAND, NET OF ACCUMULATED AMORTIZATION, IS CLASSIFIED AS OTHER ASSET, NET, IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION.
JSA 0E1508 1.000
Schedule M (Form 990) (2010)
4133AN 649J
0179053
PAGE 44
SCHEDULE O
(Form 990 or 990)EZ)
Supplemental Information to Form 990 or 990)EZ
Complete to provide information for responses to specific questions on Form 990 or 990)EZ or to provide any additional information. Attach to Form 990 or 990)EZ.
Department of the Treasury Internal Revenue Service
Name of the organization
I
OMB No. 1545;0047
Open to Public Inspection
À¾´
Employer identification number
THE GEORGE W. BUSH FOUNDATION
204119317
BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 DR. GERALD TURNER IS THE PRESIDENT OF SOUTHERN METHODIST UNIVERSITY (SMU) AND ALSO AN EX OFFICIO TRUSTEE OF SMU. BOTH LAURA BUSH AND JEANNE PHILLIPS ALSO SERVE ON THE SMU BOARD OF TRUSTEES.
990 REVIEW FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE FOUNDATION'S PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, AND LEGAL COUNSEL FOR INITIAL REVIEW. A COPY OF THE FORM 990 IS THEN PROVIDED TO ALL BOARD MEMBERS FOR A FINAL REVIEW PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE AND CERTAIN STATE REPORTING AGENCIES.
CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAXEXPEMPT PURPOSES.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990)EZ.
JSA 0E1227 2.000
Schedule O (Form 990 or 990)EZ) (2010)
4133AN 649J
0179053
PAGE 45
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION
IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE.
IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
COMPENSATION FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT WAS APPROVED BY THE BOARD OF DIRECTORS. NATIONAL SEARCH FIRMS ARE INVOLVED IN THE RECRUITING OF TOP MANAGEMENT, AND THEY PROVIDE COMPARABILITY DATA PRIOR TO OFFERS BEING EXTENDED TO POTENTIAL CANDIDATES. THE COMPENSATION OF THE OTHER KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT OF THE FOUNDATION AND IS APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION A SALARY SURVEY WAS
COMPLETED IN 2010 TO ESTABLISH SALARY RANGES FOR EACH POSITION IN THE ORGANIZATION BASED ON COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS.
GOVERNING DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION, AT THE PRESENT TIME, COMPLIES WITH VARIOUS STATE
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 46
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION
CHARITABLE REPORTING REQUIREMENTS BY PROVIDING, WHEN REQUIRED, A COPY OF THE ANNUAL AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE FORM 990. THE STATES MAKE THE FILED INFORMATION AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENTS ARE UPDATED ANNUALLY BUT ARE NOT AVAILABLE FOR PUBLIC INSPECTION.
UNREALIZED G/L FORM 990, PART XI, LINE 5 UNREALIZED GAIN $4,554
CHANGE IN GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE ORGANIZATION WERE AMENDED AND RESTATED IN 2010. A CERTIFICATE OF AMENDMENT TO THE CERTIFICATE OF FORMATION WAS ALSO ADOPTED IN 2010. THERE WERE MINOR WORDING CHANGES TO THE PURPOSE OF THE ORGANIZATION. THE ROLE OF THE INSTITUTE ADVISORY BOARD WAS CLARIFIED TO REFLECT THAT THE INSTITUTE IS GOVERNED AND MANAGED BY THE BOARD OF DIRECTORS WITH RECOMMENDATIONS MADE BY THE EXECUTIVE DIRECTOR AND THE INSTITUTE ADVISORY BOARD. ATTACHMENT 1 FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE TO (I) ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY, AS DEFINED BY SECTION 2101(1) OF TITLE 44 OF THE UNITED STATES CODE ANNOTATED, IN AN AMOUNT REQUIRED BY SUBSECTION (G) OF SECTION 2112 OF TITLE 44 OF THE UNITED STATES CODE ANNOTATED, TO HOUSE AND PRESERVE THE BOOKS, DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS, AND OTHER MEMORABILIA OF PRESIDENT GEORGE W.
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 47
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION ATTACHMENT 1 (CONT'D) FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION BUSH, AS WELL AS OTHER OBJECTS OR MATERIALS RELATED TO THE PAPERS OR EVENTS OF THE OFFICIAL OR PERSONAL LIFE OF PRESIDENT BUSH THAT HAVE HISTORICAL OR COMMEMORATIVE VALUE, AND TO UNDERTAKE AND SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES ON POLICY AND HISTORICAL ISSUES RELATED TO THE LIFE AND WORK OF PRESIDENT BUSH, (II) MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND (SUBJECT TO THE RESTRICTIONS AND LIMITATIONS HEREINAFTER SET FORTH) TO DISTRIBUTE THE WHOLE OR ANY PART OF THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND (III) TO PERFORM ANY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSE FOR WHICH NONPROFIT CORPORATIONS MAY BE ORGANIZED UNDER THE LAWS OF THE STATE OF TEXAS. THE CORPORATION PLEDGES ALL OF ITS ASSETS FOR USE IN PERFORMING THESE PURPOSES.
ATTACHMENT 2 FORM 990, PART VI, LINE 17 STATES AL,AK,AZ,AR,CA,CO,CT, DC,FL,GA,HI,IL,KS,KY,LA,ME,MD,MA,MI, MN,MS,MO,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA, RI,SC,TN,UT,VT,VA,WA,WV,WI,
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 48
Schedule O (Form 990 or 990;EZ) 2010 Name of the organization Employer identification number
Page
2
THE GEORGE W. BUSH FOUNDATION ATTACHMENT 3 990, PART VII COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS NAME AND ADDRESS ROBERT A. M. STERN ARCHITECTS 460 WEST 34TH STREET NEW YORK, NY 10001 MICHAEL VAN VALKENBURGH ASSOCIATES 231 CONCORD AVENUE CAMBRIDGE, MA 02138 THE PRD GROUP LTD 14555 AVION PARKWAY, STE 175 CHANTILLY, VA 20151 THOMPSON AND KNIGHT LLP PO BOX 4346, DEPT 70 HOUSTON, TX 77210 ROCKET RED LTD 1700 PACIFIC AVENUE, STE 250 DALLAS, TX 75201 TOTAL COMPENSATION DESCRIPTION OF SERVICES ARCHITECTURAL DESIGN COMPENSATION 9,893,016.
LANDSCAPE DESIGN
1,675,278.
MUSEUM DESIGN SVCS
1,194,018.
LEGAL SERVICES
525,585.
COLLATERAL DESIGN
435,935.
13,723,832.
ATTACHMENT 4 FORM 990, PART VIII EXCLUDED CONTRIBUTIONS DESCRIPTION FUNDRAISING EVENTS TOTAL AMOUNT 4,713,062. 4,713,062.
ATTACHMENT 5 FORM 990, PART VIII FUNDRAISING EVENTS
DESCRIPTION FUNDRAISING EVENTS TOTALS
GROSS INCOME 14,990. 14,990.
DIRECT EXPENSES 235,560. 235,560.
NET INCOME 220,570. 220,570.
JSA 0E1228 2.000
Schedule O (Form 990 or 990)EZ) 2010
4133AN 649J
0179053
PAGE 49
