Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 340,968,886 | 352,553,768 | 377,254,732 | 382,239,731 | 395,681,460 | 1,848,698,577 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 340,968,886 | 352,553,768 | 377,254,732 | 382,239,731 | 395,681,460 | 1,848,698,577 |
| 5 | 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).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,848,698,577 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 340,968,886 | 352,553,768 | 377,254,732 | 382,239,731 | 395,681,460 | 1,848,698,577 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 89,310,222 | 97,912,689 | 100,418,313 | 119,781,921 | 122,636,596 | 530,059,741 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10 | 2,378,758,318 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | 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 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S ADMISSIONS MATERIALS, WEBSITE, AND BROCHURES CONTAIN OR LINK TO THE UNIVERSITY'S NONDISCRIMINATION POLICY, WHICH CAN BE FOUND AT: HTTPS://IDEAA.GEORGETOWN.EDU/POLICIES. |
| SCHEDULE E, PART I, LINE 6(A) | FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY: THE UNIVERSITY RECEIVED FINANCIAL ASSISTANCE FROM THE FEDERAL GOVERNMENT AND VARIOUS LOCAL JURISDICTIONS. THESE FUNDS SUPPORT CERTAIN RESEARCH PROJECTS AND STUDENT FINANCIAL AID. |
| Software ID: | |
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Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION: GEORGETOWN UNIVERSITY IS ONE OF THE WORLD'S LEADING ACADEMIC AND RESEARCH INSTITUTIONS. ESTABLISHED IN 1789 IN THE SPIRIT OF THE NEW REPUBLIC, THE UNIVERSITY WAS FOUNDED ON THE PRINCIPLE THAT SERIOUS AND SUSTAINED DISCOURSE AMONG PEOPLE OF DIFFERENT FAITHS, CULTURES AND BELIEFS PROMOTES INTELLECTUAL, ETHICAL AND SPIRITUAL UNDERSTANDING. WE EMBODY THIS PRINCIPLE IN THE DIVERSITY OF OUR STUDENTS, FACULTY AND STAFF, OUR COMMITMENT TO JUSTICE AND THE COMMON GOOD, OUR INTELLECTUAL OPENNESS AND OUR INTERNATIONAL CHARACTER. AN ACADEMIC COMMUNITY DEDICATED TO CREATING AND COMMUNICATING KNOWLEDGE, GEORGETOWN PROVIDES EXCELLENT UNDERGRADUATE, GRADUATE AND PROFESSIONAL EDUCATION IN THE JESUIT TRADITION FOR THE GLORY OF GOD AND THE WELL-BEING OF HUMANKIND. GEORGETOWN EDUCATES WOMEN AND MEN TO BE REFLECTIVE LIFELONG LEARNERS, TO BE RESPONSIBLE AND ACTIVE PARTICIPANTS IN CIVIC LIFE AND TO LIVE GENEROUSLY IN SERVICE TO OTHERS. FORM 990, PART V, LINE 4B DETAIL LIST OF FOREIGN COUNTRIES: 1. FRANCE FR 2. GERMANY GM 3. CAYMAN ISLANDS CJ 4. GUATEMALA GT 5. INDIA IN 6. ITALY IT 7. KENYA KE 8. MEXICO MX 9. QATAR QA 10. SPAIN SP 11. TURKEY TU 12. UNITED KINGDOM UK 13. NIGERIA NI 14. CAMEROON CM |
| FORM 990, PART VI, SECTION A, LINE 1A | NUMBER OF VOTING MEMBERS: THE UNIVERSITY'S BYLAWS PROVIDE THAT THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS AUTHORIZED TO TAKE ALL ACTIONS THAT THE FULL BOARD OF DIRECTORS IS AUTHORIZED TO TAKE, EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT REMOVE OR ELECT THE PRESIDENT; EXERCISE THE AUTHORITY OF THE FULL BOARD TO CONCUR WITH THE PRESIDENT'S REMOVAL OF THE PROVOST, SECRETARY, OR TREASURER; OR AMEND THE BYLAWS. MEMBERS OF THE EXECUTIVE COMMITTEE ARE NOMINATED BY THE CHAIR OF THE BOARD AND ARE ELECTED BY THE BOARD FOR ONE YEAR TERMS. ONLY DIRECTORS MAY SERVE ON THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 BY GOVERNING BODY: THE UNIVERSITY'S 990 WAS REVIEWED INTERNALLY BY SENIOR MANAGEMENT, AFTER WHICH IT WAS SUBMITTED BY THE ASSOCIATE VICE PRESIDENT FOR TAX AND CHIEF FINANCIAL OFFICER TO THE AUDIT COMMITTEE OF THE UNIVERSITY'S BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION. THE FINAL FORM 990 WAS SENT TO EACH BOARD MEMBER BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: THE UNIVERSITY HAS WRITTEN CONFLICT OF INTEREST POLICIES THAT APPLY TO ALL EMPLOYEES, INCLUDING OFFICERS AND SENIOR ADMINISTRATORS, AND TO MEMBERS OF THE BOARD OF DIRECTORS. THESE POLICIES REQUIRE DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND ARE INTENDED TO AVOID ACTUAL CONFLICTS AND THE APPEARANCE OF CONFLICTS, AND, WHERE APPROPRIATE, TO MANAGE CONFLICTS TO REMOVE THE POSSIBILITY OF BIAS. THE UNIVERSITY'S FINANCIAL CONFLICTS OF INTEREST POLICY, WHICH APPLIES TO ALL EMPLOYEES, REQUIRES EMPLOYEES TO MAKE INITIAL, AS WELL AS ANNUAL AND UPDATED, DISCLOSURES OF "SIGNIFICANT FINANCIAL INTERESTSOTHER RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST AND REQUIRES "INVESTIGATORS" WHO ARE INVOLVED IN SPONSORED RESEARCH TO MAKE SPECIAL DISCLOSURES. CONFLICT OF INTEREST OFFICERS ON EACH CAMPUS (AND A CONFLICT OF INTEREST OFFICER FOR OFFICERS AND SENIOR ADMINISTRATORS) REVIEW DISCLOSURES, OBTAIN ADDITIONAL INFORMATION WHERE NECESSARY, AND MAKE DETERMINATIONS ABOUT THE APPROPRIATE MANAGEMENT OF ACTUAL OR POTENTIAL CONFLICTS WHEN THEY ARISE. CONFLICT MANAGEMENT MECHANISMS MAY INCLUDE RECUSAL FROM PARTICIPATION IN DECISION MAKING, DIVESTMENT OF FINANCIAL INTERESTS, MONITORING, OR OTHER MEASURES. A UNIVERSITY-WIDE FINANCIAL CONFLICTS OF INTEREST COMMITTEE OVERSEES THE IMPLEMENTATION OF THE POLICY AND PERIODICALLY REVIEWS CAMPUS OFFICER DETERMINATIONS. THIS POLICY REQUIRES ANNUAL CERTIFICATIONS AND DISCLOSURES OF ANY CIRCUMSTANCES THAT MIGHT GIVE RISE TO AN ACTUAL OR APPARENT CONFLICT OF INTEREST AND PROHIBITS INVOLVEMENT IN DECISION MAKING BY ANY OFFICER, SENIOR ADMINISTRATOR, OR OTHER EMPLOYEE WHO HAS AN ACTUAL OR APPARENT CONFLICT. IN ADDITION, THE UNIVERSITY MONITORS POTENTIAL CONFLICTS RELATING TO RESEARCH PROJECTS THROUGH A REQUIRED STUDY-SPECIFIC DISCLOSURE AND REVIEW PROCESS. VIOLATIONS OF THE UNIVERSITY'S CONFLICTS POLICIES MAY RESULT IN SANCTIONS UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. THE BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY REQUIRES THAT EACH DIRECTOR AVOID ANY ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST BETWEEN THE DIRECTOR'S PERSONAL INTERESTS AND THE INTERESTS OF THE UNIVERSITY. DIRECTORS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM AND DISCLOSE ON A CONTINUING BASIS ANY UPDATES TO THE ANNUAL FORM. THE SECRETARY OF THE UNIVERSITY, ALONG WITH THE GENERAL COUNSEL OF THE UNIVERSITY, REVIEW THE DISCLOSURE FORMS AND CONSIDER AND DETERMINE APPROPRIATE REMEDIAL ACTIONS OR PROCEDURES AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL: THE SUBCOMMITTEE ON COMPENSATION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (THE "COMPENSATION SUBCOMMITTEE") REVIEWS THE PHILOSOPHY BEHIND, AND STRATEGIES TO IMPLEMENT, THE UNIVERSITY'S COMPENSATION STRUCTURE. THE COMPENSATION SUBCOMMITTEE IS ALSO RESPONSIBLE FOR EVALUATING THE PRESIDENT AND DETERMINING HIS COMPENSATION. COMPENSATION INFORMATION FOR PRESIDENTS AT SIMILAR HIGHER EDUCATION INSTITUTIONS IS OBTAINED FROM SEVERAL SOURCES, INCLUDING INDEPENDENT THIRD-PARTY CONSULTANTS, AND IS TAKEN INTO CONSIDERATION AS PART OF THE COMPENSATION ASSESSMENT PROCESS. THE UNIVERSITY MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING RELATING TO DELIBERATIONS AND DECISIONS REGARDING THE PRESIDENT'S COMPENSATION ARRANGEMENT. ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT BOARD MEMBERS. THE LAST REVIEW OF THE PRESIDENT'S COMPENSATION WAS IN 2020. |
| FORM 990, PART VI, SECTION B, LINE 15B | PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES: THE COMPENSATION SUBCOMMITTEE REVIEWS THE PHILOSOPHY BEHIND, AND STRATEGIES TO IMPLEMENT, THE UNIVERSITY'S COMPENSATION STRUCTURE, INCLUDING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. COMPENSATION INFORMATION FOR SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR HIGHER EDUCATION INSTITUTIONS IS OBTAINED FROM SEVERAL SOURCES, INCLUDING INDEPENDENT THIRD-PARTY CONSULTANTS, AND IS TAKEN INTO CONSIDERATION AS PART OF THE COMPENSATION ASSESSMENT PROCESS. THE UNIVERSITY MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING RELATING TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS OF OFFICERS AND KEY EMPLOYEES. ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT BOARD MEMBERS. THE LAST COMPENSATION REVIEW WAS IN 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: GEORGETOWN UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT WWW.GEORGETOWN.EDU. FORM 990, PART VII, SECTION A CERTAIN INDIVIDUALS WHO WERE LISTED AS "KEY EMPLOYEES" IN THE FORM 990 FOR THE FISCAL YEAR ENDED JUNE 30, 2019 ARE NOT LISTED IN THIS FORM 990. UPON FURTHER REVIEW, THE UNIVERSITY HAS DETERMINED THAT THESE INDIVIDUALS ARE NOT "KEY EMPLOYEES" AS DEFINED IN THE FORM 990 INSTRUCTIONS. |
| FORM 990, PART IX, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: SPENDING RATE ALLOCATED TO OPERATIONS: $(95,863,217) PENSION AND POSTRETIREMENT CREDIT: (29,526,819) OTHER NON OPERATING ACTIVITY: (22,748,053) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 500,670 ---------------- TOTAL: $(147,637,419) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER SERVICES TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:LABORATORY TOTAL FEES:2708911 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SUBAWARD SERVICES TOTAL FEES:406619 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEACHING SERVICES TOTAL FEES:16662934 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRINTING TOTAL FEES:4712152 |
| Software ID: | |
| Software Version: |