Form 990 for tax year 2022
Filed by BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC.
Totals
- Total revenue
- $12,022,719
- Total expenses
- $11,657,401
- Contributions and grants received
- $11,980,180
- Grants paid
- $11,577,732
- Program service revenue
- $0
- Investment income
- $42,539
- Other revenue
- $0
- Total assets, end of year
- $4,426,632
- Total liabilities, end of year
- $15,688
- Net assets or fund balances, end of year
- $4,410,944
- Program services expenses (Part IX)
- $11,583,510
- Management and general expenses
- $64,106
- Fundraising expenses
- $9,785
- Program service expenses (Part III)
- $11,583,510
Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$11,980,180
-
1g · Noncash contributions included above
$48,597
-
3 · Investment income
total $70,408 · unrelated business $70,408
-
7a · Gross sales of assets other than inventory
securities $161,581
-
7b · Less cost or other basis and sales expenses
securities $189,450
-
7c · Gain or loss
securities -$27,869
-
7d · Net gain or loss
total -$27,869 · excluded -$27,869
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $11,577,732 · program services $11,577,732
-
11c · Fees: accounting
total $30,085 · management and general $30,085
-
13 · Office expenses
total $6,230 · program services $4,672 · management and general $1,558
-
23 · Insurance
total $1,727 · management and general $1,727
-
24a · Other expenses: ADMINISTRATIVE COSTS
total $39,140 · management and general $29,355 · fundraising $9,785
-
24b · Other expenses: MEETINGS
total $2,212 · program services $1,106 · management and general $1,106
-
24c · Other expenses: MISCELLANEOUS
total $275 · management and general $275
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,016,118 · end of year $1,569,529
-
11 · Investments: publicly traded securities
beginning of year $2,357,496 · end of year $2,850,219
-
15 · Other assets
beginning of year $7,030 · end of year $6,884
-
18 · Grants payable
beginning of year $21,205 · end of year $15,688
-
27 · Net assets without donor restrictions
beginning of year $3,517,387 · end of year $3,683,427
-
28 · Net assets with donor restrictions
beginning of year $842,052 · end of year $727,517
Mission and programs · 2022
Mission
Provides financial assistance to educational, scientific and literary institutions in the British Commonwealth of Nations and supports academically gifted scholars with financial assistance to pursue graduate study in the United State and the British Commonwealth.
Activities or mission (Part I)
GENERAL ASSISTANCE TO BRITISH SCHOOLS AND UNIVERSITIES AND TO ASSIST BRITISH AND AMERICAN SCHOLARS AT BRITISH SCHOOLS AND UNIVERSITIES. IN THIS CAPACITY THE FOUNDATION MAKES DONATIONS TO UNIVERSITIES AND OTHER EDUCATIONAL, SCIENTIFIC OR LITERARY INSTITUTIONS TO PROMOTE,FOSTER AND ASSIST THE EDUCATIONAL AND ACADEMINC WORK OF BRITISH AND AMERICAN SCHOLARS.
-
Grants to Schools, Colleges, Universities and other educational,scientific and literary institutions in the British Commonwealth.
Expenses $11,583,510 · Grants $11,527,732 · Revenue $11,980,180
-
Scholarships to gifted scholars in the United States pursuing gradute study in the British Commonwealth and British Commonwealth scholars to pursuer graduate study in the United States.
Grants $50,000
As filed on the 2022 return.
Listed in Part VII
-
David LipsonDAVID LIPSON
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Sara Kendrick MooseSARA KENDRICK MOOSE
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
Patrick M RussellPATRICK M RUSSELL
TREASURER
- Total calculated
- $0
- Hours/week
- 0
-
Allerton G SmithALLERTON G SMITH
VICE PRSIDENT INVESTMENTS
- Total calculated
- $0
- Hours/week
- 0
-
John G StillerJOHN G STILLER
VICE PRESIDENT INSTITUTION
- Total calculated
- $0
- Hours/week
- 0
-
Daniel O'DayDANIEL O'DAY
VICE PRESIDENT SCHOLARSHIP
- Total calculated
- $0
- Hours/week
- 0
-
Robert GarsonROBERT GARSON
VICE PRESIDENT & GENERAL C
- Total calculated
- $0
- Hours/week
- 0
-
David W WebberDAVID W WEBBER
VICE PRESIDENT COMMUNICATI
- Total calculated
- $0
- Hours/week
- 0
-
Reverend James G CallawayREVEREND JAMES G CALLAWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Meg TowleMEG TOWLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Roger H MartinROGER H MARTIN
EXECUTIVE DIRECTOR
- Total calculated
- $39,140
- From this org
- $39,140
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Michael A FindlayMICHAEL A FINDLAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
John W CurtisJOHN W CURTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Charles S Whitman IIICHARLES S WHITMAN III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Stephen J StorenSTEPHEN J STOREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Alistair CreeALISTAIR CREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Kate PerkinsKATE PERKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Michael MooreMICHAEL MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Hannah YoungHANNAH YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
James H Whitcomb JrJAMES H WHITCOMB JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202341249349302659
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.