2025-04-23T08:41:52-07:00 2024-12-31 990 2024-01-01 521970455 CARLETON UNIVERSITY FOUNDATION U S CARL 6135202600 4104 HCI Building 1125 Colonel By Ottawa Ontario CA K1S 5B6 Corrie Hobin President 6134473291 2025-04-15 1 2024 2025-03-06 01:10:19Z Corrie Hobin 4104 HCI Building 1125 Colonel By Ottawa Ontario CA K1S 5B6 10500 0 X www.Carleton.ca X 1996 DC The objectives of the Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University. 5 3 0 0 0 0 20500 10500 0 0 0 0 0 0 20500 10500 20500 5000 0 0 0 0 0 0 0 207 49 20707 5049 -207 5451 445 5896 0 0 445 5896 The objectives of the Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University. 0 0 5049 10500 Objectives of Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University. 0 0 0 5049 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 CA 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 DC X Melissa Forrest 6135202600 4104 HCI 1125 Colonel By Drive Ottawa Ontario CA K1S5B6 Jennifer Conley President (Jan 1- March 20th) 1.0 34.0 X X 0 185507 17375 Susan Phillips Interim President (March 21 - Sept 30th) 1.0 34.0 X X 0 180659 15355 Corrie Hobin Interim President (Oct 1 - Dec 31st) 1.0 34.0 X X 0 133720 19759 Melissa Forrest Secretary and Treasurer 1.0 34.00 X 0 84686 12138 Jim LeBlanc Director 1 0 X 0 0 0 David O'Shaughnessy Director 1.0 0 X 0 0 0 Reena Bhatt Director 1.0 34.0 X 0 0 0 0 584572 64627 0 0 1 0 0 0 0 0 0 0 10500 0 10500 0 0 0 0 0 0 0 10500 0 0 0 5000 5000 Bank Fees 49 49 0 0 5049 5049 0 0 445 5896 445 5896 0 0 X 0 0 0 0 445 5896 445 5896 445 5896 5451 0 0 0 0 0 X 0 1 1 0 X 31250 124998 44600 20500 10500 231848 31250 124998 44600 20500 10500 231848 231848 231848 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10500 0 0 0 0 0 10500 0 0 0 10500 5049 0 0 0 0 0 5049 0 0 0 5049 1 0 0 0 0 0 0 0 0 Jennifer Conley President (Jan 1- March 20th) 0 92078 0 0 0 93430 0 12706 0 4669 0 202883 0 0 Susan Phillips Interim President (March 21 - Sept 30th) 0 180660 0 0 0 0 0 15355 0 0 0 196015 0 0 Corrie Hobin Interim President (Oct 1 - Dec 31st) 0 133720 0 0 0 0 0 10769 0 8990 0 153479 0 0 Schedule J, Part I, Line 4 Jennifer Conley was terminated from her role as Chief Advancement Officer at Carleton University on March 20, 2024. She received severance payments totaling $93,430 from Carleton University in 2024 Schedule J, Part II Jennifer Conley was the Chief Advancement Officer, Department of University Advancement, Carleton University and served as the President of the University Foundation (US) during the period of January 1 - March 20th, 2024. Susan Philips was the interim Chief Advancement Officer, Department of University Advancement, Carleton University and served as the President of the University Foundation (US) during the period of March 21- September 30, 2024. Corrie Hobin is the current interim Chief Advancement Officer, Department of University Advancement, Carleton University and served as the President of the University Foundation (US) during the period of October 1 - December 31, 2024. Their compensation was paid by Carleton University and was established as per a written employment contract. Form 990, Part VI, Section A, Line 8b A meeting is held once per year via teleconference to discuss and approve draft audited financial statements, future plans of the foundation and Carleton University fundraising campaign. Minutes of the meeting are recorded, the executive members of the Board of Governors of Carleton University have the authority to name all members of the Carleton University Foundation (US) Form 990, Part VI, Section B, Line 11b Form 990 is prepared by the Senior Analyst, Fund Accounting. This form is reviewed by both the Assistant Director of Financial Reporting at Carleton University and the President of the Carleton University Foundation (US). Form 990, Part VI, Section C, Line 19 Financial Statements and all other governance can be found on the Carleton University website www.carleton.ca Carleton University 1125 Colonel By Drive Ottawa Ontario CA K1S5B6 230788831 Educational Institution CA 501(c)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 Carleton University b 5000 Financial Statements Carleton University m 0 Financial Statement, Note 2 Carleton University n 0 Financial Statements, Note 2 Carleton University o 649199 Form 990 Part VII Schedule R, Part I Name and EIN of each related organization: Carleton University Foundation (US) (EIN 52-1970455) is related to Carleton University (EIN 23-0788831). Description of Relationship: Carleton University Foundation (US) accepts, receives, manages and distributes money and other property to support education and research at Carleton University. The executive members of the Board of Governors of Carleton University have the authority to name all members of the Carleton University Foundation (US).