SMITHSONIAN INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SMITHSONIAN INSTITUTE (EIN 53-0206027)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-15
IRS object ID: 202442289349302354
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-15T12:44:02-05:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8350 BROAD STREET SUITE 900	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	530206027	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITHSONIAN INSTITUTION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	2026331000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 JEFFERSON DRIVE SW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20560	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD CORTEZ	PersonNm
Person Title	UNDER SEC FOR ADMINISTRATION	PersonTitleTxt
Phone	2026331000	PhoneNum
Signature	2024-08-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHAWN HUTCHINSON	PreparerPersonNm
PTIN	P01048557	PTIN
Phone	7032868000	PhoneNum
Preparation	2024-08-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LONNIE G BUNCH III	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 JEFFERSON DRIVE SW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20560	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,543,602,913	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SI.EDU	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1846	FormationYr
Activity Or Mission	"INCREASE AND DIFFUSION OF KNOWLEDGE" IS THE MISSION SET FORTH BY JAMES SMITHSON.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	7170	TotalEmployeeCnt
Total Volunteers	82471	TotalVolunteersCnt
Total Gross UBI	$10,070,576	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,440,330,179	PYContributionsGrantsAmt
CY Contributions Grants	$1,639,379,712	CYContributionsGrantsAmt
PY Program Service Revenue	$92,495,451	PYProgramServiceRevenueAmt
CY Program Service Revenue	$110,685,734	CYProgramServiceRevenueAmt
PY Investment Income	$269,279,800	PYInvestmentIncomeAmt
CY Investment Income	$59,876,906	CYInvestmentIncomeAmt
PY Other Revenue	$53,877,616	PYOtherRevenueAmt
CY Other Revenue	$66,600,225	CYOtherRevenueAmt
PY Total Revenue	$1,855,983,046	PYTotalRevenueAmt
CY Total Revenue	$1,876,542,577	CYTotalRevenueAmt
PY Grants And Similar Paid	$17,565,171	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$16,736,496	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$748,449,680	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$799,079,583	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$2,292,446	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,783,493	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$76,652,662	CYTotalFundraisingExpenseAmt
PY Other Expenses	$719,339,140	PYOtherExpensesAmt
CY Other Expenses	$784,197,474	CYOtherExpensesAmt
PY Total Expenses	$1,487,646,437	PYTotalExpensesAmt
CY Total Expenses	$1,601,797,046	CYTotalExpensesAmt
PY Revenues Less Expenses	$368,336,609	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$274,745,531	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,953,060,016	TotalAssetsBOYAmt
Total Assets EOY	$7,198,888,846	TotalAssetsEOYAmt
Total Liabilities BOY	$1,542,889,062	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,509,141,868	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,410,170,954	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,689,746,978	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	INCREASE AND DIFFUSION OF KNOWLEDGE IS THE MISSION SET FORTH BY JAMES SMITHSON. THE SMITHSONIAN ENDEAVORS TO SHAPE THE FUTURE BY PRESERVING OUR HERITAGE, DISCOVERING NEW KNOWLEDGE, AND SHARING OUR RESOURCES WITH THE WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$424,319,372	ExpenseAmt
Grant	$3,969,946	GrantAmt
Revenue	$47,497,328	RevenueAmt
Desc	EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$665,551,119	ExpenseAmt
Grant	$12,766,550	GrantAmt
Revenue	$51,382,885	RevenueAmt
Desc	RESEARCH AND COLLECTIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$120,196,807	ExpenseAmt
Revenue	$57,553,957	RevenueAmt
Desc	MEMBERSHIP (SEE SCHEDULE O)	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,210,067,298	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3693	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	7170	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	AM	ForeignCountryCd
Foreign Country	GB	ForeignCountryCd
Foreign Country	PM	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OFFICE OF FINANCE & ACCOUNTING	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2026337167	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 37012	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200137012	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
HONORABLE JOHN G ROBERTS JR
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE KAMALA D HARRIS
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE JOHN BOOZMAN
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE CATHERINE CORTEZ MASTO
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE DORIS MATSUI
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE ADRIAN SMITH
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE BARBARA M BARRETT
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR STEVE CASE
REGENT (UNTIL 04/25/2023	10.00	0.00	Yes (X)	$0	$0	$0
MR JOHN FAHEY
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR ROGER W FERGUSON JR
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR MICHEAL GOVAN
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
DR RISA J LAVIZZO-MOUREY
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR MICHAEL M LYNTON
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MS DENISE M O'LEARY
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR FRANKLIN D RAINES
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE GARY PETERS
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE GARRET GRAVES
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MS TONI BUSH
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	50.00	0.00		$861,379	$0	$68,391	Yes (X)
MEROE PARK
DEPUTY SECRETARY & COO	50.00	0.00		$580,769	$0	$46,288	Yes (X)
RONALD CORTEZ
UNDER SEC FOR FIN/ADMIN & CFO	50.00	0.00		$417,084	$0	$70,316	Yes (X)
JUDITH LEONARD
GENERAL COUNSEL	50.00	0.00		$286,288	$0	$51,035	Yes (X)
PORTER WILKINSON
CHIEF OF STAFF TO THE REGENTS	50.00	0.00		$251,361	$0	$34,961	Yes (X)
CATHY HELM
INSPECTOR GENERAL	50.00	0.00		$233,481	$0	$24,631	Yes (X)
FARLEIGH EARHART
GENERAL COUNSEL (ACTING)	50.00	0.00		$209,443	$0	$24,413	Yes (X)
JOAN MOCKERIDGE
INSPECTOR GENERAL (ACTING)	50.00	0.00		$197,538	$0	$34,296	Yes (X)
AMY CHEN
CHIEF INVESTMENT OFFICER	50.00	0.00		$1,110,792	$0	$46,520		Yes (X)
NANCY BECHTOL
DIRECTOR, SMITHSONIAN FACILITIES	50.00	0.00		$215,593	$0	$29,419		Yes (X)
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	50.00	0.00		$427,363	$0	$82,713		Yes (X)
ELLEN STOFAN
UNDER SEC FOR SCIENCE & RESEARCH	50.00	0.00		$422,915	$0	$66,402		Yes (X)
KEVIN GOVER
UNDER SEC FOR HISTORY & CULTURE	50.00	0.00		$422,643	$0	$70,188		Yes (X)
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	50.00	0.00		$387,874	$0	$44,500		Yes (X)
JULISSA MARENCO
ASST SEC. FOR COMM/EXT AFFAIRS & CMO	50.00	0.00		$273,141	$0	$64,595		Yes (X)
JANICE LAMBERT
CHIEF FINANCIAL OFFICER	50.00	0.00		$247,796	$0	$39,672		Yes (X)
JEFFREY SMITH
INVESTMENT OFFICER	50.00	0.00		$680,092	$0	$77,914			Yes (X)
MICHAEL GIOVENCO
INVESTMENT OFFICER	50.00	0.00		$625,494	$0	$47,991			Yes (X)
RYAN DOTSON
INVESTMENT OFFICER	50.00	0.00		$612,491	$0	$72,870			Yes (X)
JOSHUA TEWKSBURY
DIRECTOR, STRI	50.00	0.00		$455,421	$0	$54,363			Yes (X)
MELISSA CHIU
DIR, HIRSHHORN MUSEUM & SCULPTURE GARDEN	50.00	0.00		$435,857	$0	$79,902			Yes (X)
RICHARD KURIN THRU 93019
FMR, ACT UNDER SEC MUSEUMS & RESEARCH/PROVOST	50.00	0.00		$365,033	$0	$68,429				Yes (X)
ERA MARSHALL THRU 93018
FMR, DIR OF EQUAL EMPLOYMENT & MINORITY AFFAIRS	50.00	0.00		$241,693	$0	$21,154				Yes (X)
ZULLY DORR THRU 093019
FMR, ACTING ASST SEC. FOR ADVANCEMENT	50.00	0.00		$231,070	$0	$55,660				Yes (X)
DERON BURBA
FMR, CHIEF INFORMATION OFFICER	50.00	0.00		$219,176	$0	$60,497				Yes (X)
JOHN LAPIANA THRU 93018
FMR, ACTING ASST SEC. FOR COMM/EXT AFFAIRS	50.00	0.00		$213,882	$0	$40,566				Yes (X)
DOUGLAS HALL
FMR, ACTING UNDER SEC. FOR ADMINISTRATION	50.00	0.00		$197,469	$0	$34,432				Yes (X)
CHARLES ALCOCK THRU 123120
FMR DIR, HARVARD-SMITHSONIAN CENTER ASTROPHYS	50.00	0.00		$176,004	$0	$22,269				Yes (X)
ROGER BRISSENDEN THRU 31321
FMR, ACTING UNDER SEC. FOR SCI & RSCH	50.00	0.00		$299,111	$0	$2,618				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$11,298,253	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,437,005	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1828	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CLARKSMOOTCONSIGLI A JOINT VENTURE
7500 OLD GEORGETOWN RD	BETHESDA	MD	20814	CONSTRUCTION	$98,893,155
UNIVERSAL PROTECTION SERVICE LP
1551 N TUSTIN AVE	SANTA ANA	CA	927058664	SECURITY	$20,885,621
TC PENNSY DRIVE LLC
444 MADISON AVENUE 18TH FLOOR	NEW YORK	NY	100226903	REAL ESTATE	$7,904,344
DELL MARKETING LP
1 DELL WAY	ROUND ROCK	TX	78682	MARKETING	$5,608,467
100 DISCOVERY PARK DE LLC
116 HUNTINGTON AVE	BOSTON	MA	02116	REAL ESTATE	$4,652,746

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	136	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$36,330	FederatedCampaignsAmt
Membership Dues	$26,699,264	MembershipDuesAmt
Fundraising	$5,379,042	FundraisingAmt
Related Organizations	$409,993	RelatedOrganizationsAmt
Government Grants	$1,337,296,650	GovernmentGrantsAmt
All Other Contributions	$269,558,433	AllOtherContributionsAmt
Noncash Contributions	$79,506,303	NoncashContributionsAmt
Total Contributions	$1,639,379,712	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
VISITORS/MEMBERS/EMPLO	900099	$57,117,600	$42,557,893	$14,559,707
SUBSCRIPTIONS-MAGAZINE	513120	$29,038,449	$29,038,449
TOURS/CLASSES	900099	$21,342,923	$21,342,923
TRAVELING EXHIBITIONS	711300	$1,666,789	$1,666,789
THEATER INCOME	512000	$103,936	$103,936

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,416,037	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,416,037	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$110,685,734	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,167,850	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,230,640	UnrelatedBusinessRevenueAmt
Exclusion	$21,937,210	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,744,219	TotalRevenueColumnAmt
Exclusion	$8,744,219	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$11,876,513	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$3,131,301	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$8,745,212	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,745,212	TotalRevenueColumnAmt
Exclusion	$8,745,212	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$669,061,759	SecuritiesAmt
Other	$1,861	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$633,354,564	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$35,707,195	SecuritiesAmt
Other	$1,861	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,709,056	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,861	RelatedOrExemptFuncIncomeAmt
Exclusion	$35,707,195	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$599,137	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$5,379,042	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$3,099,251	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$2,500,114	TotalRevenueColumnAmt
Exclusion	-$2,500,114	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$70,159,260	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$27,475,220	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,684,040	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,505,383	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$178,657	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MAG/WEBSITE ADVERTISIN	541800	$5,685,676	$7,661,279	-$1,975,603
INTERCOMPANY REVENUE	900099	$3,219,358			$3,219,358
MISCELLANEOUS REVENUE	900099	$21,834			$21,834

Field	Value	IRS element (for citing)
Other Revenue Total	$8,926,868	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,876,542,577	TotalRevenueColumnAmt
Related Or Exempt Func Income	$141,874,463	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$10,070,576	UnrelatedBusinessRevenueAmt
Exclusion	$85,217,826	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$617,653	TotalAmt
Program Services	$617,653	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$13,238,423	TotalAmt
Program Services	$13,238,423	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,880,420	TotalAmt
Program Services	$2,880,420	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$10,486,193	TotalAmt
Program Services	$2,440,065	ProgramServicesAmt
Management And General	$7,536,052	ManagementAndGeneralAmt
Fundraising	$510,076	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,087,523	TotalAmt
Program Services	$771,924	ProgramServicesAmt
Management And General	$1,028,869	ManagementAndGeneralAmt
Fundraising	$286,730	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$589,964,626	TotalAmt
Program Services	$457,395,022	ProgramServicesAmt
Management And General	$99,716,339	ManagementAndGeneralAmt
Fundraising	$32,853,265	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$63,369,262	TotalAmt
Program Services	$36,483,309	ProgramServicesAmt
Management And General	$26,841,824	ManagementAndGeneralAmt
Fundraising	$44,129	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$99,804,476	TotalAmt
Program Services	$70,827,354	ProgramServicesAmt
Management And General	$20,801,809	ManagementAndGeneralAmt
Fundraising	$8,175,313	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$33,367,503	TotalAmt
Program Services	$16,929,679	ProgramServicesAmt
Management And General	$16,406,171	ManagementAndGeneralAmt
Fundraising	$31,653	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$365,918	TotalAmt
Program Services	$266,385	ProgramServicesAmt
Management And General	$81,321	ManagementAndGeneralAmt
Fundraising	$18,212	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$869,408	TotalAmt
Management And General	$869,408	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,783,493	TotalAmt
Fundraising	$1,783,493	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,515,155	TotalAmt
Management And General	$4,515,155	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$247,551,071	TotalAmt
Program Services	$191,689,809	ProgramServicesAmt
Management And General	$38,576,795	ManagementAndGeneralAmt
Fundraising	$17,284,467	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,657,651	TotalAmt
Program Services	$2,718,937	ProgramServicesAmt
Management And General	$40,927	ManagementAndGeneralAmt
Fundraising	$897,787	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$45,929,045	TotalAmt
Program Services	$31,822,962	ProgramServicesAmt
Management And General	$8,833,598	ManagementAndGeneralAmt
Fundraising	$5,272,485	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$63,786,931	TotalAmt
Program Services	$30,420,901	ProgramServicesAmt
Management And General	$32,094,936	ManagementAndGeneralAmt
Fundraising	$1,271,094	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$825,245	TotalAmt
Program Services	$260,093	ProgramServicesAmt
Management And General	$552	ManagementAndGeneralAmt
Fundraising	$564,600	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$95,023,719	TotalAmt
Program Services	$85,662,436	ProgramServicesAmt
Management And General	$8,129,990	ManagementAndGeneralAmt
Fundraising	$1,231,293	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$15,523,440	TotalAmt
Program Services	$13,833,073	ProgramServicesAmt
Management And General	$643,123	ManagementAndGeneralAmt
Fundraising	$1,047,244	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,030,530	TotalAmt
Program Services	$3,987,173	ProgramServicesAmt
Management And General	$887,724	ManagementAndGeneralAmt
Fundraising	$155,633	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,826,353	TotalAmt
Program Services	$841,657	ProgramServicesAmt
Management And General	$7,767,972	ManagementAndGeneralAmt
Fundraising	$216,724	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$197,013,734	TotalAmt
Program Services	$158,556,653	ProgramServicesAmt
Management And General	$38,043,352	ManagementAndGeneralAmt
Fundraising	$413,729	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,121,714	TotalAmt
Program Services	$838,085	ProgramServicesAmt
Management And General	$1,280,480	ManagementAndGeneralAmt
Fundraising	$3,149	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM PRODUCTION	$61,231,961	$56,266,252	$559,337	$4,406,372
RESEARCH/SUBCONTRACT	$34,168,519	$34,172,973	-$35,033	$30,579
EQUIPMENT	$9,590,175	$8,363,607	$1,100,060	$126,508
UNRELATED BUS. INC. TAX	$599,262		$599,262

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$12,432,357	TotalAmt
Program Services	-$11,217,547	ProgramServicesAmt
Management And General	-$1,242,937	ManagementAndGeneralAmt
Fundraising	$28,127	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,601,797,046	TotalAmt
Program Services	$1,210,067,298	ProgramServicesAmt
Management And General	$315,077,086	ManagementAndGeneralAmt
Fundraising	$76,652,662	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$845,280,151	BOYAmt
EOY	$861,134,110	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$158,647,491	BOYAmt
EOY	$353,902,694	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$344,702,780	BOYAmt
EOY	$290,649,838	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,383,181	BOYAmt
EOY	$15,291,418	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$16,504,520	BOYAmt
EOY	$15,619,432	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,863,619	BOYAmt
EOY	$8,701,099	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$6,091,631,290	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,129,234,192	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,836,265,466	BOYAmt
EOY	$2,962,397,098	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$202,975	BOYAmt
EOY	$1,426,646	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,626,748,576	BOYAmt
EOY	$2,607,781,410	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$91,375,098	BOYAmt
EOY	$70,336,620	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$10,086,159	BOYAmt
EOY	$11,648,481	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,953,060,016	BOYAmt
EOY	$7,198,888,846	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$277,383,954	BOYAmt
EOY	$270,834,736	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$744,897,810	BOYAmt
EOY	$750,396,555	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$90,814,091	BOYAmt
EOY	$88,810,231	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$383,570,854	BOYAmt
EOY	$344,446,027	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$46,222,353	BOYAmt
EOY	$54,654,319	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,542,889,062	BOYAmt
EOY	$1,509,141,868	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,986,871,964	BOYAmt
EOY	$3,066,495,491	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,423,298,990	BOYAmt
EOY	$2,623,251,487	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,410,170,954	BOYAmt
EOY	$5,689,746,978	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,953,060,016	BOYAmt
EOY	$7,198,888,846	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$274,745,531	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$3,957,229	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$8,647,618	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$140,104	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,292,933,360	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,308,610,079	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,527,783,787	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,440,330,179	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,639,379,712	CurrentTaxYearAmt
Total	$7,209,037,117	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,292,933,360	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,308,610,079	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,527,783,787	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,440,330,179	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,639,379,712	CurrentTaxYearAmt
Total	$7,209,037,117	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$47,878,168	SubstantialContributorsTotAmt
Public Support Total170	$7,161,158,949	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,511,011	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,305,042	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$23,458,833	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,893,398	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,557,942	CurrentTaxYearAmt
Total	$168,726,226	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,108,442	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,442,506	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$861,724	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$494,916	CurrentTaxYearMinus1YearAmt
Current Tax Year	$50,222	CurrentTaxYearAmt
Total	$3,957,810	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$59,614,575	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$29,009,345	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,067,957	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$48,833,252	CurrentTaxYearMinus1YearAmt
Current Tax Year	$71,845,329	CurrentTaxYearAmt
Total	$224,370,458	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,606,091,611	TotalSupportAmt
Gross Receipts Rltd Activities	$565,421,974	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.94150	PublicSupportCY170Pct
Public Support PY170	0.96670	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	1	TotalEasementsCnt
Total Acreage	88.25	TotalAcreageCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (1)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,323,063,719	BeginningYearBalanceAmt
Contributions	$168,176,189	ContributionsAmt
Investment Earnings Or Losses	$33,071,913	InvestmentEarningsOrLossesAmt
Other Expenditures	$97,227,935	OtherExpendituresAmt
Administrative Expenses	$2,973,540	AdministrativeExpensesAmt
End Year Balance	$2,424,110,346	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,532,513,197	BeginningYearBalanceAmt
Contributions	$55,461,423	ContributionsAmt
Investment Earnings Or Losses	-$177,127,991	InvestmentEarningsOrLossesAmt
Other Expenditures	$84,916,966	OtherExpendituresAmt
Administrative Expenses	$2,865,944	AdministrativeExpensesAmt
End Year Balance	$2,323,063,719	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,937,754,681	BeginningYearBalanceAmt
Contributions	$50,779,878	ContributionsAmt
Investment Earnings Or Losses	$626,775,984	InvestmentEarningsOrLossesAmt
Other Expenditures	$79,750,157	OtherExpendituresAmt
Administrative Expenses	$3,047,189	AdministrativeExpensesAmt
End Year Balance	$2,532,513,197	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,713,248,540	BeginningYearBalanceAmt
Contributions	$35,816,167	ContributionsAmt
Investment Earnings Or Losses	$270,503,159	InvestmentEarningsOrLossesAmt
Other Expenditures	$76,885,815	OtherExpendituresAmt
Administrative Expenses	$4,927,370	AdministrativeExpensesAmt
End Year Balance	$1,937,754,681	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,645,269,208	BeginningYearBalanceAmt
Contributions	$36,000,996	ContributionsAmt
Investment Earnings Or Losses	$113,052,434	InvestmentEarningsOrLossesAmt
Other Expenditures	$75,789,588	OtherExpendituresAmt
Administrative Expenses	$5,284,510	AdministrativeExpensesAmt
End Year Balance	$1,713,248,540	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.41000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.27000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,818,456	OtherCostOrOtherBasisAmt
Book Value	$32,818,456	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,331,809,850	OtherCostOrOtherBasisAmt
Depreciation	$2,609,742,559	DepreciationAmt
Book Value	$2,722,067,291	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$138,958,151	OtherCostOrOtherBasisAmt
Depreciation	$108,815,810	DepreciationAmt
Book Value	$30,142,341	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$328,846,054	OtherCostOrOtherBasisAmt
Depreciation	$292,446,791	DepreciationAmt
Book Value	$36,399,263	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$259,198,779	OtherCostOrOtherBasisAmt
Depreciation	$118,229,032	DepreciationAmt
Book Value	$140,969,747	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,962,397,098	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SECURITIES-ENDOWMENT CONSOLIDATED	$2,421,753,249	F
SECURITIES-SHORT-TERM	$122,848,431	F
SECURITIES-GIFT ANNUITY PROGRAM	$22,336,819	F
SECURITIES-MID TERM	$39,892,635	F
SECURITIES-ENDOWMENT US TREAS	$950,276	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,607,781,410	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ESTIMATED REMEDIATION OBLIGATION	$52,971,783
ACCTS. PAY-CANCELLED APPROP.	$343,537
OTHER ACCRUED LIABILITIES	$748,172
BOND INTEREST PAYABLE	$588,876
OTHER LIABILITIES	$1,951

Field	Value	IRS element (for citing)
Total Liability	$54,654,319	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,970,921,936	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$3,957,229	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$8,816,340	DonatedServicesAndUseFcltsAmt
Other Revenue	$63,460,932	OtherRevenueAmt
Revenue Not Reported	$68,320,043	RevenueNotReportedAmt
Revenue Subtotal	$1,902,601,893	RevenueSubtotalAmt
Investment Expenses Not Incld	$4,515,155	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$30,574,471	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$26,059,316	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,876,542,577	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,691,345,912	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$8,816,340	DonatedServicesUseFcltsAmt
Expenses Not Reported	$8,816,340	ExpensesNotReportedAmt
Expenses Subtotal	$1,682,529,572	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$4,515,155	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$85,247,681	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$80,732,526	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,601,797,046	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 3:	SMITHSONIAN INSTITUTION DID NOT MODIFY, TRANSFER, RELEASE, EXTINGUISH OR TERMINATE ANY CONSERVATION EASEMENTS DURING THE YEAR. PART II, LINE 6: THE SMITHSONIAN ENVIRONMENTAL RESEARCH CENTER (SERC) IS LOCATED ON 2,650 ACRES OF LAND ON THE CHESAPEAKE BAY IN SOUTHERN MARYLAND SPANNING FORESTS, WETLANDS, MARSHES, AND 12 MILES OF PROTECTED SHORELINE. THE SITE SERVES AS A NATURAL LABORATORY FOR LONG-TERM AND CUTTING-EDGE ECOLOGICAL RESEARCH. THE SMITHSONIAN HAS A CONSERVATION EASEMENT ASSOCIATED WITH PROPERTY THAT IS IMMEDIATELY ADJACENT TO SERC LAND OWNED BY THE INSTITUTION. FACILITIES AND SECURITY STAFF VISIT THE AREA REGULARLY AND ARE THUS ABLE TO REPORT ANY UNUSUAL ACTIVITY ON THE LAND SUBJECT TO THE EASEMENT. THE ORGANIZATION DOES NOT SEPARATELY TRACK THE HOURS AND EXPENSES ASSOCIATED WITH MONITORING THE PROPERTY RELATED TO THE EASEMENT.
PART II, LINE 9:	THE SMITHSONIAN INSTITUTION'S CONSERVATION EASEMENT DOES NOT APPEAR IN THE INSTITUTION'S AUDITED FINANCIAL STATEMENTS.
PART III, LINE 1A:	IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE PERIOD OF ACQUISITION. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES FOR LOST OR DESTROYED COLLECTION ITEMS ARE RECOGNIZED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS AND ARE DESIGNATED FOR FUTURE COLLECTION ACQUISITIONS, CARE, AND MAINTENANCE.
PART III, LINE 4:	THE ACQUISITION, PRESERVATION, MANAGEMENT, AND STUDY OF COLLECTIONS ARE FUNDAMENTAL TO THE SMITHSONIAN'S MISSION TO INCREASE AND DIFFUSE KNOWLEDGE AND HAVE BEEN THE FOUNDATION UPON WHICH IT RESTS. SMITHSONIAN COLLECTIONS ARE A NATIONAL AND GLOBAL RESOURCE ACCESSED EACH YEAR BY MILLIONS OF VISITORS AND RESEARCHERS WHO USE TRADITIONAL METHODS AND CUTTING-EDGE TECHNOLOGIES TO EXPLORE SUBJECTS FROM AERONAUTICS TO ZOOLOGY. THROUGH ITS COLLECTIONS, THE SMITHSONIAN PRESENTS THE ASTONISHING RECORD OF AMERICAN AND INTERNATIONAL ARTISTIC, HISTORICAL, CULTURAL, AND SCIENTIFIC ACHIEVEMENT, WITH A SCOPE AND DEPTH NO OTHER INSTITUTION IN THE WORLD CAN MATCH. SMITHSONIAN COLLECTIONS CONTRIBUTE TO POPULATION RECOVERY OF ENDANGERED SPECIES, ADVANCES IN REPRODUCTIVE BIOLOGY, GENOME RESOURCE BANKING, MEDICAL RESEARCH, FORENSIC ANALYSIS, BIO-SECURITY, AND CONSERVATION POLICY WORLDWIDE. ASSEMBLED OVER MORE THAN 175 YEARS, THE COLLECTIONS ARE CENTRAL TO THE CORE ACTIVITIES AND TO THE VITALITY AND SIGNIFICANCE OF THE SMITHSONIAN.
PART V, LINE 4:	THE ENDOWMENT INCLUDES APPROXIMATELY 700 INDIVIDUAL ENDOWMENT FUNDS. THE ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT FOR SCHOLARSHIP, RESEARCH ACTIVITIES, OTHER PROGRAMS, ACQUISITIONS OF COLLECTIONS AND OTHER INSTITUTIONAL ACTIVITIES. IT PLAYS A CRITICAL ROLE IN ENABLING THE INSTITUTION TO ACHIEVE ITS MISSION - "THE INCREASE AND DIFFUSION OF KNOWLEDGE." THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF REGENTS TO FUNCTION AS ENDOWMENTS. CLASSIFICATION AND REPORTING OF NET ASSETS ASSOCIATED WITH THE ENDOWMENT REFLECT DONOR-IMPOSED RESTRICTIONS.
PART X, LINE 2:	FIN 48 (ASC 740) FOOTNOTE THE SMITHSONIAN ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN APPLICABLE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE ARE FROM THE YEAR 2019 AND FORWARD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	IMPUTED REVENUE 54,673,210. GAIN ON SALE OF COLLECTIONS 144,300. CHANGE IN NET ASSETS OF RELATED ORGS -4,196. PRIOR PERIOD ADJUSTMENT 8,647,618.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT FUNDRAISING EXPENSE -3,099,251. DIRECT EXPENSES COGS -27,475,220.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DIRECT EXPENSES COGS -27,475,220. IMPUTED REVENUE -54,673,210. DIRECT FUNDRAISING EXPENSE -3,099,251.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (21 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
SOUTH ASIA	ACADEMIC APPOINTMENT STIPENDS	$76,312
SUB-SAHARAN AFRICA	ACADEMIC APPOINTMENT STIPENDS	$94,501
NORTH AMERICA	ACADEMIC APPOINTMENT STIPENDS	$246,069
EAST ASIA AND THE PACIFIC	ACADEMIC APPOINTMENT STIPENDS	$327,929
RUSSIA AND NEIGHBORING STATES	ACADEMIC APPOINTMENT STIPENDS	$56,767
EUROPE (INCLUDING ICELAND & GREENLAND)	ACADEMIC APPOINTMENT STIPENDS	$616,534
CENTRAL AMERICA AND THE CARIBBEAN	ACADEMIC APPOINTMENT STIPENDS	$864,476
SOUTH AMERICA	ACADEMIC APPOINTMENT STIPENDS	$597,832
SUB-SAHARAN AFRICA	PROGRAM SERVICES	$573,226	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	$933,340	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	$903,737	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	$1,771,327	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	$409,948	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
NORTH AMERICA	PROGRAM SERVICES	$415,574	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
RUSSIA AND NEIGHBORING STATES	PROGRAM SERVICES	$47,934	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
SOUTH AMERICA	PROGRAM SERVICES	$643,848	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
SOUTH ASIA	PROGRAM SERVICES	$70,501	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$1,091,016,065
NORTH AMERICA	INVESTMENTS	$5,037,260
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	$122,652,691
SUB-SAHARAN AFRICA	INVESTMENTS	$39,794,058

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$2,880,420	SubtotalSpentAmt
Continuation Spent	$1,264,269,509	ContinuationSpentAmt
Total Spent	$1,267,149,929	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	EUROPE (INCLUDING ICELAND & GREENLAND)	RegionTxt
Purpose Of Grant	ACADEMIC APPOINTMENT STIPENDS	PurposeOfGrantTxt
Cash Grant	$15,000	CashGrantAmt
Manner Of Cash Disbursement	DIRECT DEPOSIT AND CHECKS	MannerOfCashDisbursementTxt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
ACADEMIC APPOINTMENT STIPENDS	NORTH AMERICA	25	$246,069	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	SUB-SAHARAN AFRICA	5	$94,501	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	SOUTH ASIA	6	$76,312	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	EAST ASIA AND THE PACIFIC	19	$327,929	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	RUSSIA AND NEIGHBORING STATES	3	$56,767	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	EUROPE (INCLUDING ICELAND & GREENLAND)	58	$601,534	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	CENTRAL AMERICA AND THE CARIBBEAN	111	$864,476	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	SOUTH AMERICA	77	$597,832	DIRECT DEPOSIT AND CHECKS

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	Yes (1)	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	THE OFFICE OF ACADEMIC APPOINTMENTS AND INTERNSHIPS HAS CENTRAL MANAGEMENT AND ADMINISTRATIVE RESPONSIBILITY FOR THE SMITHSONIAN PROGRAMS OF RESEARCH FELLOWSHIPS AND OTHER ACADEMIC APPOINTMENTS FOR UNDERGRADUATE, GRADUATE STUDENTS, POSTDOCTORAL AND SENIOR SCHOLARS. THE SMITHSONIAN INSTITUTION FELLOWSHIP PROGRAM IS A COMPETITIVE FELLOWSHIP PROGRAM FOR GRADUATE AND POSTDOCTORAL FELLOWS, WHO APPLY TO CONDUCT RESEARCH AT THE INSTITUTION WITH RESEARCH STAFF SERVING AS ADVISORS. THE REVIEW PROCESS IS MADE UP OF DISCIPLINARY COMMITTEES COMPRISED OF THE INSTITUTION'S STAFF WHO EVALUATE THE CANDIDATES AND THEN SELECT THE FELLOWS. THERE ARE OTHER COMPETITIVE AND NON-COMPETITIVE FELLOWSHIPS FOR VISITING SCHOLAR AND STUDENT APPOINTEES SELECTED THROUGH THE SMITHSONIAN UNITS THAT GO THROUGH A VARIETY OF OTHER SELECTION PROCESSES BEFORE AN AWARD IS MADE. AN OFFICIAL LETTER/AGREEMENT IS PROVIDED TO EACH AWARD RECIPIENT IDENTIFYING THE AWARD TITLE, DATES OF TENURE, STIPEND ALLOWANCES, AND REQUIRED RESPONSIBILITIES FOR HOLDING THIS POSITION. ALL RECIPIENTS EITHER WILL IDENTIFY A FINANCIAL INSTITUTION FOR RECEIPT OF THEIR MONETARY AWARD OR THEY WILL RECEIVE US TREASURY CHECKS. DEPENDING ON THE TENURE OF THE APPOINTMENT, PAYMENTS CAN RANGE FROM ONE LUMP SUM, BIWEEKLY PAYMENTS OR MONTHLY PAYMENTS. MOST FELLOWSHIP APPOINTMENTS ARE AWARDED FOR ONE TO TWO YEARS. ON OCCASION, THE SMITHSONIAN INSTITUTION HAS VISITING SCHOLARS OR FELLOWS WHO ARE CONDUCTING RESEARCH IN ANOTHER COUNTRY. PAYMENTS ARE USUALLY SUBMITTED AS STATED ABOVE, HOWEVER, ON OCCASION, THERE MAY BE ONE OR TWO WHO REQUEST THAT THEIR PAYMENTS BE SENT TO THE COUNTRY OF THEIR RESEARCH. AT THE END OF TENURE, A FINAL REPORT OF THEIR RESEARCH ACCOMPLISHMENTS IS PROVIDED FOR OUR RECORDS. SMITHSONIAN RESEARCH STAFF WHO SERVE AS ADVISORS TO THESE FELLOWS, STUDENTS AND SCHOLARS ARE USUALLY IN THE FIELD DURING THEIR TENURE. THE EIGHT SMITHSONIAN RESEARCH CENTERS LOCATED IN THE UNITED STATES AND ONE LOCATED IN PANAMA MONITOR THE PROGRESS OF THEIR FELLOWS ESPECIALLY THOSE FELLOWS IN OTHER COUNTRIES, AND THE ADMINISTRATIVE MANAGEMENT OF FUNDS IS MANAGED THROUGH THE INSTITUTION'S CENTRAL ADMINISTRATION FOR ACCOUNTABILITY.
PART III ACCOUNTING METHOD:
PART I, LINE 3	ACADEMIC APPOINTMENTS (STIPENDS) PER FORM 990 INSTRUCTIONS, STIPENDS ARE REPORTED ON SCHEDULE F IF THE PERSON RECEIVING THE STIPEND IS LIVING OR RESIDING OUTSIDE THE UNITED STATES AT THE TIME THE STIPEND IS PAID OR DISTRIBUTED. HOWEVER, MANY OF THESE STIPEND RECIPIENTS LATER TRAVELED TO THE SMITHSONIAN IN THE UNITED STATES TO PERFORM THEIR RESEARCH. FOREIGN TRAVELER PROGRAM SERVICES FOR TRAVEL RELATED TO RESEARCH, CONFERENCES AND TRAINING IS FOR TRAVEL BY SI EMPLOYEES, RESEARCH ASSOCIATES, OR INVITATIONAL TRAVELERS (I.E., INDIVIDUALS WHO ARE NOT SI EMPLOYEES). ONLY TRAVEL ESSENTIAL TO THE PERFORMANCE OF OFFICIAL SMITHSONIAN BUSINESS AND FOR WHICH TRAVEL-RELATED EXPENSES ARE TO BE PAID BY THE SMITHSONIAN, CAN BE APPROVED, AUTHORIZED, AND REIMBURSED. INVESTMENTS INVESTMENTS IN REGIONS INCLUDE INVESTMENTS IN FOREIGN PARTNERSHIPS AND FOREIGN CORPORATIONS. THE FOREIGN REGION IS DETERMINED BY THE COUNTRY WHOSE LAWS GOVERN THE INVESTMENT ENTITY. THE VALUE REPORTED REPRESENTS THE FAIR MARKET VALUE OF THE INVESTMENT AT THE END OF THE FISCAL YEAR. METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL RUSSIA AND NEIGHBORING STATES: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
AVALON CONSULTING GROUP INC
805 15TH STREET NW	WASHINGTON	DC	20005	DIRECT MARKETING CONSULTANT	0	$0	$1,175,116	-$1,175,116
COMMUNITY COUNSELLING SERVICE CO LLC
461 5TH AVENUE	NEW YORK	NY	10017	FUNDRAISING CONSULTANT	0	$0	$450,000	-$450,000
YES & LIPMANHEARNE LLC
227 W MONROE STREET 21 FLOOR	CHIGAGO	IL	60606	MARKETING SERVICES	0	$0	$70,000	-$70,000

Field	Value	IRS element (for citing)
Total Retained By Contractors	$1,695,116	TotalRetainedByContractorsAmt
Total Net To Organization	-$1,695,116	TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	NPG GALA	Event1Nm
Gross Receipts Event1	$3,570,431	GrossReceiptsEvent1Amt
Charitable Contri Event1	$3,375,371	CharitableContriEvent1Amt
Gross Revenue Event1	$195,060	GrossRevenueEvent1Amt
Entertainment Event1	$370	EntertainmentEvent1Amt
Other Direct Expenses Event1	$1,741,709	OtherDirectExpensesEvent1Amt
Event2	NY GALA	Event2Nm
Gross Receipts Event2	$1,377,289	GrossReceiptsEvent2Amt
Charitable Contri Event2	$1,286,899	CharitableContriEvent2Amt
Gross Revenue Event2	$90,390	GrossRevenueEvent2Amt
Entertainment Event2	$3,375	EntertainmentEvent2Amt
Other Direct Expenses Event2	$875,227	OtherDirectExpensesEvent2Amt
Other Events Total	15	OtherEventsTotalCnt
Gross Receipts Other Events	$1,030,459	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$716,772	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$313,687	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$220,577	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$2,425	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$255,568	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$5,978,179	GrossReceiptsTotalAmt
Charitable Contributions Tot	$5,379,042	CharitableContributionsTotAmt
Gross Revenue Total Events	$599,137	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$220,577	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$6,170	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$2,872,504	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$3,099,251	DirectExpenseSummaryEventsAmt
Net Income Summary	-$2,500,114	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE G, PART I, LINE 2B

SI ENGAGED MULTIPLE FUNDRAISING SERVICES AND MANY WORK ON THE SAME CAMPAIGNS. IT IS NOT POSSIBLE TO ACCURATELY REPORT THE EXACT AMOUNT OF REVENUE ASSOCIATED WITH EACH CONTRACTOR. NONE OF THE CONTRACTORS RETAINED HAD CONTROL OF CONTRIBUTIONS; ALL WERE PAID UNDER THE TERMS OF NEGOTIATED CONTRACTS. SI CLOSELY MONITORS FUNDRAISING PERFORMANCE AGAINST ESTABLISHED CAMPAIGN GOALS FOR ITS CONTRACTORS, AND RESULTS ARE TAKEN INTO CONSIDERATION IN FUTURE CONTRACT NEGOTIATIONS. PART I, LINE 2B(II) LINE 2B COLUMN(II) ACTIVITY 5 MARKETING/FUNDRAISING CONSULTANT

SCHEDULE G, PART I

SI IS A TRUST INSTRUMENTALITY OF THE U.S. AND AS SUCH IS EXEMPT FROM STATE REGULATIONS PURSUANT TO THE SUPREMACY CLAUSE OF THE U.S. CONSTITUTION. ALL STATES THAT HAVE INQUIRED ABOUT SI FUNDRAISING SOLICITATION REGISTRATION HAVE ACKNOWLEDGED THIS EXEMPTION.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
CLARK ATLANTA UNIVERSITY INC
223 JAMES P BRAWLEY DR SW	ATLANTA	GA	303144358	581825259	501(C)(3)	$31,850	$0	ACADEMIC APPT. STIPENDS
JACKSON STATE UNIVERSITY
1400 J R LYNCH ST STE 206	JACKSON	MS	392170002	646000507	501(C)(3)	$52,050	$0	ACADEMIC APPT. STIPENDS
FLORIDA A&M UNIVERSITY
400 FOOTE-HILYER ADMINISTRATION	TALLAHASSEE	FL	323073100	590977035	501(C)(3)	$31,850	$0	ACADEMIC APPT. STIPENDS	CENTER
UNIVERSITY OF MARYLAND
3112 LEE BLDG 7809 REGENTS DRIVE	COLLEGE PARK	MD	207420001	526002033	501(C)(3)	$6,810	$0	ACADEMIC APPT. STIPENDS
UNIVERSITY OF MARYLAND AT COLLEGE PARK
4500 CAMPUS DRIVE	COLLEGE PARK	MD	207420001	526002033	501(C)(3)	$35,000	$0	ACADEMIC APPT. STIPENDS
TEXAS SOUTHERN UNIVERSITY
3100 CLEBURNE ST	HOUSTON	TX	770044501	746001391	501(C)(3)	$31,850	$0	ACADEMIC APPT. STIPENDS
FISK UNIVERSITY
1000 17TH AVENUE NORTH	NASHVILLE	TN	37208	620202000	501(C)(3)	$20,500	$0	ACADEMIC APPT. STIPENDS
TUSKEGEE UNIVERSITY
1200 W MONTGOMERY RD	TUSKEGEE INSTITUTE	AL	360881923	630288878	501(C)(3)	$47,434	$0	ACADEMIC APPT. STIPENDS
HARVARD COLLEGE PRESIDENT & FACULTY
PO BOX 4999	BOSTON	MA	02212	042103580	501(C)(3)	$74,771	$0	ACADEMIC APPT. STIPENDS
APOLLO THEATRE FOUNDATION INC
253 W 125TH STREET	NEW YORK	NY	100274408	133630066	501(C)(3)	$5,100	$0	ACADEMIC APPT. STIPENDS
BERNSTEIN ARTISTS INC
898 UNION ST APT 3B	BROOKLYN	NY	112151681	113199855		$16,500	$0	ACADEMIC APPT. STIPENDS
CHICAGO HISTORICAL SOCIETY
1601 N CLARK STREET	CHICAGO	IL	606146038	362167004	501(C)(3)	$7,250	$0	ACADEMIC APPT. STIPENDS
DAMASCUS GATE LLC
31 TRINITY PASS ROAD	POUND RIDGE	NY	10576	921073266		$6,000	$0	ACADEMIC APPT. STIPENDS
DUBUQUE COUNTY HISTORICAL SOCIETY
350 E 3RD STREET	DUBUQUE	IA	520012302	426072050	501(C)(3)	$7,000	$0	ACADEMIC APPT. STIPENDS
ELIZABETH GRACE VEATCH LLC
7054 CHARLESTON AVE	NORTH BEACH	MD	207149606	257598757		$59,840	$0	ACADEMIC APPT. STIPENDS
FRIENDS OF THE NORTH CAROLINA
11 W JONES ST	RALEIGH	NC	276011029	561240806	501(C)(3)	$12,550	$0	ACADEMIC APPT. STIPENDS
HISTORICAL MUSEUM OF SOUTHERN FLORIDA
101 WEST FLAGLER ST STE C	MIAMI	FL	331301504	590968005	501(C)(3)	$13,250	$0	ACADEMIC APPT. STIPENDS
INFORM EVALUATION & RESEARCH
910 S EAST ST	AMHERST	MA	010023051	842883610	501(C)(3)	$8,760	$0	ACADEMIC APPT. STIPENDS
MARYLAND AFRICAN AMERICAN MUSE
830 E PRATT ST	BALTIMORE	MD	212024403	522107879	501(C)(3)	$10,000	$0	ACADEMIC APPT. STIPENDS
MONTANA STATE UNIVERSITY
216 MONTANA HALL	BOZEMAN	MT	59717	816010045	501(C)(3)	$7,000	$0	ACADEMIC APPT. STIPENDS
ROBERT W WOODRUFF LIBRARY
111 JAMES P BRAWLEY DR	ATLANTA	GA	303144207	200267588	501(C)(3)	$10,250	$0	ACADEMIC APPT. STIPENDS
SCOTTSDALE MUSEUM OF THE WEST
3830 NORTH MARSHALL WAY	SCOTTSDALE	AZ	852515594	208862731	501(C)(3)	$7,000	$0	ACADEMIC APPT. STIPENDS
THE LAW OFFICE OF GOSS & ASSOC
456 HANOVER STREET	BOSTON	MA	02113	464279421		$6,510	$0	ACADEMIC APPT. STIPENDS
THE WHITNEY INSTITUTE
5099 HIGHWAY 18	WALLACE	LA	700492803	474417039	501(C)(3)	$20,500	$0	ACADEMIC APPT. STIPENDS
UNIVERSITY OF CONNECTICUT
438 WHITNEY RD EXT U-1133	STORRS	CT	062691133	060772160	501(C)(3)	$14,796	$0	ACADEMIC APPT. STIPENDS
UNIVERSITY OF KANSAS
1 UNIVERSITY OF KANSAS	LAWRENCE	KS	660443155	481124839	501(C)(3)	$55,107	$0	ACADEMIC APPT. STIPENDS

Field	Value	IRS element (for citing)
Total501c3 Org	22	Total501c3OrgCnt
Total Other Org	4	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	RESEARCH FELLOWSHIPS AND ACADEMIC APPOINTMENTS	GrantTypeTxt
Recipient	1297	RecipientCnt
Cash Grant	$13,238,423	CashGrantAmt
Non Cash Assistance	ACADEMIC STIPENDS	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE SMITHSONIAN PROGRAMS OF RESEARCH FELLOWSHIPS AND OTHER ACADEMIC APPOINTMENTS FOR UNDERGRADUATE, GRADUATE STUDENTS, POSTDOCTORAL AND SENIOR SCHOLARS. THE SMITHSONIAN INSTITUTION FELLOWSHIP PROGRAM IS A COMPETITIVE FELLOWSHIP PROGRAM FOR GRADUATE AND POSTDOCTORAL FELLOWS, WHO APPLY TO CONDUCT RESEARCH AT THE INSTITUTION WITH RESEARCH STAFF SERVING AS ADVISORS. THE REVIEW PROCESS IS MADE UP OF DISCIPLINARY COMMITTEES COMPRISED OF THE INSTITUTION'S RESEARCH STAFF WHO EVALUATE THE CANDIDATES AND THEN SELECT THE FELLOWS. THERE ARE OTHER COMPETITIVE AND NON-COMPETITIVE FELLOWSHIPS FOR VISITING SCHOLAR AND STUDENT APPOINTEES SELECTED THROUGH THE SMITHSONIAN UNITS THAT GO THROUGH A VARIETY OF OTHER SELECTIONS PROCESSES BEFORE AN AWARD IS MADE. AN OFFICIAL LETTER/AGREEMENT IS PROVIDED TO EACH AWARD RECIPIENT IDENTIFYING THE AWARD TITLE, DATES OF TENURE, STIPEND ALLOWANCES, AND REQUIRED RESPONSIBILITIES FOR HOLDING THIS POSITION. ALL RECIPIENTS EITHER WILL IDENTIFY A FINANCIAL INSTITUTION FOR RECEIPT OF THEIR MONETARY AWARD OR THEY WILL RECEIVE US TREASURY CHECKS. DEPENDING ON THE TENURE OF THE APPOINTMENT, PAYMENTS MAY BE MADE IN A LUMP SUM OR IN PERIODIC PAYMENTS. MOST FELLOWSHIP APPOINTMENTS ARE AWARDED FOR ONE TO TWO YEARS. AT THE END OF TENURE, A FINAL REPORT OF THEIR RESEARCH ACCOMPLISHMENTS IS PROVIDED FOR OUR RECORDS. SMITHSONIAN RESEARCH STAFF WHO SERVE AS ADVISORS TO THESE FELLOWS, STUDENTS AND SCHOLARS ARE USUALLY IN THE FIELD DURING THEIR TENURE. THE INDIVIDUAL SMITHSONIAN RESEARCH CENTERS MONITOR THE PROGRESS OF THEIR FELLOWS, AND THE FUNDS ARE MANAGED THROUGH THE INSTITUTION'S CENTRAL ADMINISTRATION TO ENSURE ACCOUNTABILITY. SIMILAR PROCESSES ARE FOLLOWED FOR AWARDS MADE TO ORGANIZATIONS WHOSE ACADEMIC STAFF PERFORM THE RELATED RESEARCH.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AMY CHEN
CHIEF INVESTMENT OFFICER	$431,578	$0	$673,880	$0	$5,334	$0	$44,500	$0	$2,020	$0	$1,157,312	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	$827,727	$0	$25,000	$0	$8,652	$0	$44,500	$0	$23,891	$0	$929,770	$0	$0	$0
JEFFREY SMITH
INVESTMENT OFFICER	$267,171	$0	$412,500	$0	$421	$0	$40,587	$0	$37,327	$0	$758,006	$0	$0	$0
RYAN DOTSON
INVESTMENT OFFICER	$240,992	$0	$371,250	$0	$249	$0	$36,229	$0	$36,641	$0	$685,361	$0	$0	$0
MICHAEL GIOVENCO
INVESTMENT OFFICER	$253,671	$0	$371,250	$0	$573	$0	$36,228	$0	$11,763	$0	$673,485	$0	$0	$0
MEROE PARK
DEPUTY SECRETARY & COO	$563,963	$0	$15,000	$0	$1,806	$0	$44,500	$0	$1,788	$0	$627,057	$0	$0	$0
MELISSA CHIU
DIR, HIRSHHORN MUSEUM & SCULPTURE GA	$431,762	$0	$3,000	$0	$1,095	$0	$44,500	$0	$35,402	$0	$515,759	$0	$0	$0
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	$415,557	$0	$10,000	$0	$1,806	$0	$44,500	$0	$38,213	$0	$510,076	$0	$0	$0
JOSHUA TEWKSBURY
DIRECTOR, STRI	$324,648	$0	$130,000	$0	$773	$0	$43,500	$0	$10,863	$0	$509,784	$0	$0	$0
KEVIN GOVER
UNDER SEC FOR HISTORY & CULTURE	$411,943	$0	$5,000	$0	$5,700	$0	$44,500	$0	$25,688	$0	$492,831	$0	$0	$0
ELLEN STOFAN
UNDER SEC FOR SCIENCE & RESEARCH	$414,952	$0	$5,000	$0	$2,963	$0	$44,500	$0	$21,902	$0	$489,317	$0	$0	$0
RONALD CORTEZ
UNDER SEC FOR FIN/ADMIN & CFO	$414,114	$0	$0	$0	$2,970	$0	$44,500	$0	$25,816	$0	$487,400	$0	$0	$0
RICHARD KURIN THRU 93019
FMR, ACT UNDER SEC MUSEUMS & RESEARC	$344,574	$0	$13,000	$0	$7,459	$0	$51,460	$0	$16,969	$0	$433,462	$0	$0	$0
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	$387,874	$0	$0	$0	$0	$0	$44,500	$0	$0	$0	$432,374	$0	$0	$0
JULISSA MARENCO
ASST SEC. FOR COMM/EXT AFFAIRS & CMO	$262,737	$0	$10,000	$0	$404	$0	$39,146	$0	$25,449	$0	$337,736	$0	$0	$0
JUDITH LEONARD
GENERAL COUNSEL	$270,740	$0	$10,000	$0	$5,548	$0	$39,146	$0	$11,889	$0	$337,323	$0	$0	$0
ROGER BRISSENDEN THRU 31321
FMR, ACTING UNDER SEC. FOR SCI & RSC	$282,111	$0	$17,000	$0	$0	$0	$2,334	$0	$284	$0	$301,729	$0	$0	$0
JANICE LAMBERT
CHIEF FINANCIAL OFFICER	$243,250	$0	$4,000	$0	$546	$0	$35,771	$0	$3,901	$0	$287,468	$0	$0	$0
ZULLY DORR THRU 093019
FMR, ACTING ASST SEC. FOR ADVANCEMEN	$228,070	$0	$3,000	$0	$0	$0	$33,282	$0	$22,378	$0	$286,730	$0	$0	$0
PORTER WILKINSON
CHIEF OF STAFF TO THE REGENTS	$241,122	$0	$10,000	$0	$239	$0	$33,682	$0	$1,279	$0	$286,322	$0	$0	$0
DERON BURBA
FMR, CHIEF INFORMATION OFFICER	$214,269	$0	$4,000	$0	$907	$0	$30,870	$0	$29,627	$0	$279,673	$0	$0	$0
ERA MARSHALL THRU 93018
FMR, DIR OF EQUAL EMPLOYMENT & MINOR	$195,319	$0	$46,374	$0	$0	$0	$0	$0	$21,154	$0	$262,847	$0	$0	$0
CATHY HELM
INSPECTOR GENERAL	$233,481	$0	$0	$0	$0	$0	$0	$0	$24,631	$0	$258,112	$0	$0	$0
JOHN LAPIANA THRU 93018
FMR, ACTING ASST SEC. FOR COMM/EXT A	$210,577	$0	$2,000	$0	$1,305	$0	$28,902	$0	$11,664	$0	$254,448	$0	$0	$0
NANCY BECHTOL
DIRECTOR, SMITHSONIAN FACILITIES	$210,562	$0	$3,749	$0	$1,282	$0	$28,445	$0	$974	$0	$245,012	$0	$0	$0
FARLEIGH EARHART
GENERAL COUNSEL (ACTING)	$199,443	$0	$10,000	$0	$0	$0	$10,142	$0	$14,271	$0	$233,856	$0	$0	$0
DOUGLAS HALL
FMR, ACTING UNDER SEC. FOR ADMINISTR	$192,469	$0	$5,000	$0	$0	$0	$10,142	$0	$24,290	$0	$231,901	$0	$0	$0
JOAN MOCKERIDGE
INSPECTOR GENERAL (ACTING)	$187,538	$0	$10,000	$0	$0	$0	$9,845	$0	$24,451	$0	$231,834	$0	$0	$0
CHARLES ALCOCK THRU 123120
FMR DIR, HARVARD-SMITHSONIAN CENTER	$169,517	$0	$3,500	$0	$2,987	$0	$21,468	$0	$801	$0	$198,273	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	CHARTERED TRAVEL FOR BONA-FIDE BUSINESS PURPOSES WAS AUTHORIZED FOR TWO KEY EMPLOYEES WHEN THE CIRCUMSTANCES OF THEIR TRAVEL MET THE REQUIREMENTS OF THE SMITHSONIAN'S POLICY FOR SUCH TRAVEL. CHARTERED CLASS TRAVEL WAS APPROVED IN EACH INSTANCE BY THAT INDIVIDUAL'S DESIGNATED "APPROVING OFFICIAL" FOR TRAVEL. THE SMITHSONIAN'S TRAVEL POLICY IS GUIDED BY THE FEDERAL TRAVEL REGULATIONS AS SUPPLEMENTED BY THE SMITHSONIAN'S TRAVEL HANDBOOK. THE ACCOUNTABLE PLAN FOR TRAVEL REIMBURSEMENTS MAINTAINED BY THE SMITHSONIAN MEETS IRS REQUIREMENTS, THEREFORE NO PORTION OF THIS TRAVEL WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 7	OFFICE OF INVESTMENTS INCENTIVE PLAN: THE INCENTIVE PLAN PAYOUT IS BASED ON PRE-DETERMINED GOALS. QUANTITATIVE GOALS COMPARE OUR PORTFOLIO PERFORMANCE TO A POLICY BENCHMARK OVER A THREE YEAR PERIOD, AND QUALITATIVE GOALS ARE ESTABLISHED ANNUALLY FOR EACH EMPLOYEE. A SET FORMULA IS USED TO CALCULATE THE FINAL PAYOUT, AND QUANTITATIVE RESULTS ARE AUDITED BEFORE REGENT APPROVAL.
PART II: COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL	NAME: CHARLES ALCOCK COMPENSATION FROM UNRELATED ORGANIZATION: 177,482 NAME OF UNRELATED ORGANIZATION: HARVARD UNIVERSITY

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY
A	540787833	30382ECZ5	2003-12-03	$77,545,000	NEW CONSTRUCTION	0	0	0
DISTRICT OF COLUMBIA
B	536001131	2548397S6	2010-04-29	$33,825,749	REFUNDING OF 1997 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Other Spent ProceedsOtherSpentProceedsAmt
A	$77,545,000	$530,475	$6,161	$77,008,364	2003	0	0	Yes (1)	Yes (1)
B	$33,825,749	$612,994			2010	Yes (1)	0	Yes (1)	Yes (1)	$33,212,755

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd
A	0	0	0	0	0.00000	0.00000	0	0	Yes (1)
B	0	0	Yes (1)	0	0.01940	0.01940	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	Yes (1)	0	Yes (1)	0	0	0	Yes (1)
B	0	0	Yes (1)	0	Yes (1)	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K, PART III, LINE 5	FormAndLineReferenceDesc
Explanation	THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY IS BASED ON THE PERCENTAGE OF UNRELATED REVENUE IN THE GIFT SHOP WITHIN THE SPACE FINANCED BY THIS BOND ISSUE. THE PRIVATE BUSINESS USE FOR THE CURRENT YEAR WAS LESS THAN 5%. THE PRIVATE BUSINESS IS BEING MONITORED AND WILL REMAIN UNDER 5% FOR THE ENTIRE MEASUREMENT PERIOD (1998-2028).	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
MARIA MARABLE-BUNCH
WIFE OF L. BUNCH SECRETARY OF THE SMITHSONIAN INSTITUTION	$199,977	ANNUAL COMPENSATION	0
KIM BURBA
WIFE OF DERON BURBA	$115,712	ANNUAL COMPENSATION	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1232	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Art Fractional Interest ArtFractionalInterestGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	294	ContributionCnt
Noncash Contributions Rpt F990	$79,266,303	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1150	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Taxidermy TaxidermyGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1944	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	68418	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GOODS	1	$240,000	MARKET VALUE
Yes (X)	ARCHIVAL CUBIC FT.	1761	$0	MARKET VALUE
Yes (X)	ARCHIVAL GIGABYTES	1199	$0	MARKET VALUE
Yes (X)	ARCHIVAL ITEMS	239	$0	MARKET VALUE

Field	Value	IRS element (for citing)
Form8283 Received	57	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED.
PART I, LINE 32B:	ITEMS ARE SOLD THROUGH COMMERCIAL GALLERIES AND AUCTIONS HOUSES. INDIVIDUALS AND FIRMS ARE HIRED ON A CONTRACTUAL BASIS TO PROCESS ACQUISITIONS. ALTHOUGH THE SMITHSONIAN ACQUIRES COLLECTION ITEMS AND OBJECTS WITH THE GOOD FAITH INTENTION OF RETAINING THEM FOR AN INDEFINITE PERIOD OF TIME, PRUDENT COLLECTIONS MANAGEMENT INCLUDES JUDICIOUS CONSIDERATION OF APPROPRIATE DEACCESSIONING AND DISPOSAL TO REFINE AND IMPROVE THE QUALITY AND RELEVANCE OF THE COLLECTIONS WITH RESPECT TO THE SMITHSONIAN'S MISSION AND PURPOSE. WHEN OBJECTS ARE DEACCESSIONED FOR DISPOSAL BY SALE, THE SMITHSONIAN CONTRACTS WITH COMMERCIAL GALLERIES OR AUCTION HOUSES TO SELL THE OBJECTS IN ORDER TO ASSURE THE BEST RETURN FROM THE SALE.
PART I, LINE 33:	IN ACCORDANCE WITH PROFESSIONAL PRACTICE, AS ALLOWED BY SFAS 116, THE SMITHSONIAN DOES NOT ASSIGN VALUE TO COLLECTION ITEMS ACQUIRED BY DONATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 1, LINE K	THE SMITHSONIAN INSTITUTION IS A TRUST INSTRUMENTALITY OF THE U.S., CREATED BY CONGRESS; ORGANIZED PURSUANT TO 20 U.S.C. SEC. 41 ET SEQ. FORM 990, PAGE 1, LINE M STATE OF LEGAL DOMICILE: AS A TRUST INSTRUMENTALITY OF THE UNITED STATES, THE SMITHSONIAN INSTITUTION IS A FEDERAL ENTITY THAT IS NOT DOMICILED IN ANY STATE.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:	EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS: THE SMITHSONIAN'S COLLECTIONS OF NEARLY 157 MILLION OBJECTS (ART, ARTIFACTS AND SCIENTIFIC SPECIMENS) ARE THE HEART OF THE INSTITUTION. RESEARCH, PUBLIC PROGRAMS AND EXHIBITIONS ARE BASED ON THESE COLLECTIONS, WHICH ADDITIONALLY INCLUDE MORE THAN 33 MILLION DIGITAL RECORDS OF ONLINE MATERIAL. CARE OF THE COLLECTIONS INVOLVES THE WORK OF REGISTRARS, CONSERVATORS, MUSEUM SPECIALISTS, DESIGNERS, CURATORS AND EDITORS. APPROXIMATELY 148 MILLION OBJECTS AND SPECIMENS ARE PART OF THE NATIONAL MUSEUM OF NATURAL HISTORY COLLECTIONS AND ARE PRIMARILY USED FOR RESEARCH BY BOTH SMITHSONIAN SCIENTISTS AND RESEARCHERS FROM AROUND THE WORLD. IN SOME CASES, THE MUSEUM HAS THE DEFINITIVE, IRREPLACEABLE COLLECTION OF A CERTAIN SPECIES WHICH IS ESSENTIAL FOR COMPARATIVE STUDIES. IN NOVEMBER 2022, THE SMITHSONIAN LAUNCHED THE "LIFE ON A SUSTAINABLE PLANET" CLIMATE CHANGE INITIATIVE TO EXPLORE AND SHARE STRATEGIES FOR ADAPTING TO AND MITIGATING THE IMPACTS OF CLIMATE CHANGE WITH THE PUBLIC. UNDER THIS PROGRAM, THE SMITHSONIAN'S NATIONAL ZOO AND CONSERVATION BIOLOGY INSTITUTE (NZCBI) EXPANDED ITS SMITHSONIAN BIRD FRIENDLY CERTIFICATION PROGRAM TO INCLUDE STANDARDS FOR COCOA FARMING - THE ONLY CERTIFICATION THAT GUARANTEES 100% OF THE COCOA PRODUCED COMES FROM FARMS THAT CONSERVE BIRDS AND OTHER WILDLIFE BY PROTECTING FORESTS AND NATIVE SHADE TREES. SCIENTISTS AT NZCBI CONTINUED TO PLAY A LEADING ROLE IN THE SMITHSONIAN'S GLOBAL EFFORTS TO SAVE WILDLIFE SPECIES FROM EXTINCTION AND TRAIN FUTURE GENERATIONS OF CONSERVATIONISTS. IN NOVEMBER 2022, TWO ANDEAN BEAR CUBS (VULNERABLE STATUS) WERE BORN AND WENT ON VIEW IN MARCH. THE MAJORITY OF WHAT SCIENTISTS KNOW ABOUT ANDEAN BEARS COMES FROM ZOOS LIKE NZCBI THAT STUDY ANDEAN BEAR BEHAVIOR, HEALTH AND REPRODUCTION. IN MAY, THE PRIMATE STAFF WELCOMED THE BIRTH OF A WESTERN LOWLAND GORILLA - A CRITICALLY ENDANGERED SPECIES. AND FIVE MORE CHEETAH CUBS (VULNERABLE STATUS) WERE BORN IN SEPTEMBER AT THE FRONT ROYAL, VIRGINIA, CAMPUS AS PART OF THE CHEETAH BREEDING CENTER COALITION. AT THE END OF SEPTEMBER, THE ZOO CELEBRATED THE GIANT PANDA CONSERVATION AND BREEDING PROGRAM'S SUCCESS DURING THE WEEK-LONG FAREWELL, PANDA PALOOZA, BEFORE THE THREE GIANT PANDAS RETURNED TO CHINA AT THE END OF THE YEAR. THE CENTER FOR ASTROPHYSICS \| HARVARD & SMITHSONIAN LAUNCHED THE TROPHOSPHERIC EMISSIONS: MONITORING OF POLLUTION SATELLITE, CALLED TEMPO, AFTER A DECADE OF SPACEFLIGHT PREPARATION. TEMPO TRANSMITTED ITS FIRST IMAGES OF AIR POLLUTION OVER NORTH AMERICA IN AUGUST AND PROVIDES HOURLY MEASUREMENTS OF AIR POLLUTION DATA, ALLOWING FOR BETTER MONITORING OF AIR QUALITY AND SAFETY FOR COMMUNITIES AND ENVIRONMENTS AROUND THE WORLD. THE SMITHSONIAN FORMED AND CONVENED A HUMAN REMAINS TASK FORCE TO DEVELOP A POLICY FOR THE APPROPRIATE HANDLING, SHARED STEWARDSHIP OR ETHICAL RETURN OF HUMAN REMAINS IN THE SMITHSONIAN'S COLLECTION, INCLUDING NATIVE AND NON-NATIVE REMAINS, AND FURTHER PROMOTE RESPECTFUL ENGAGEMENT WITH DESCENDANTS AND DESCENDANT COMMUNITIES. IN JANUARY, THE NATIONAL MUSEUM OF AMERICAN HISTORY ADDED FIRST LADY JILL BIDEN'S INAUGURAL ENSEMBLES TO ITS HISTORIC FIRST LADIES COLLECTION, CONTINUING THE 100-YEAR LONG TRADITION. NMAH ALSO ACCEPTED THE ROBERT "MACK" MCCORMICK BLUES AND FOLKLORE ARCHIVAL COLLECTION, A FOUNDATIONAL SOURCE FOR UNDERSTANDING AMERICAN MUSIC, INTO ITS ARCHIVE CENTER FOR SCHOLARLY ACCESS.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:	RESEARCH AND COLLECTIONS: IN JULY, THE SMITHSONIAN HOSTED A FREE, TWO-DAY NATIONAL EDUCATION SUMMIT IN WASHINGTON, D.C. THE SUMMIT BROUGHT TOGETHER THOUSANDS OF TEACHERS, MUSEUM EDUCATORS, CURRICULUM SPECIALISTS, LIBRARIANS AND EDUCATION AGENCIES FROM ACROSS THE NATION TO DISCUSS KEY ISSUES IN EDUCATION AND EXPLORE LEARNING STRATEGIES WITH SMITHSONIAN EXPERTS AND COLLABORATORS. THIS YEAR'S THEME "TOGETHER WE THRIVE: FOSTERING A SENSE OF BELONGING" EXPLORED PRESSING ISSUES AND TOPICS THAT SHAPE PEOPLE'S SHARED FUTURE IN EDUCATION: LIFE ON A SUSTAINABLE PLANET, STEAM EDUCATION, AND RECKONING WITH OUR RACIAL PAST. THE CENTER FOR ENVIRONMENTAL JUSTICE AT THE ANACOSTIA COMMUNITY MUSEUM LAUNCHED ON EARTH DAY, SEEKING TO CREATE A FUTURE IN WHICH ENVIRONMENTALISM IS A CORNERSTONE OF CIVIC ENGAGEMENT. UNDER THE "LIFE ON A SUSTAINABLE PLANET" INITIATIVE, THE CENTER WILL ORGANIZE PROGRAMMING, SUCH AS PANELS, ACADEMIES, AND COMMUNITY GARDENING TO PLACE SCIENTIFIC DATA IN THE CONTEXT OF DAILY LIFE WHICH RESIDENTS CAN USE TO DEVELOP HEALTHY, EQUITABLE COMMUNITIES. THE NATIONAL MUSEUM OF AMERICAN HISTORY OPENED "ENTERTAINMENT NATION"/"NACIN DEL ESPECTACULO," A 7,200-SQUARE-FOOT, MULTIMEDIA EXHIBITION WITH AROUND 200 OBJECTS ON VIEW INCLUDING THE RUBY SLIPPERS, PRINCE'S GUITAR, AND ALI'S BOXING ROBE. THIS WAS THE SMITHSONIAN'S FIRST DEDICATED EXPLORATION OF ENTERTAINMENT HISTORY, AND IT IS THE LARGEST LONG-TERM BILINGUAL EXHIBITION ON THE NATIONAL MALL. IN OCTOBER 2022, THE NATIONAL AIR AND SPACE MUSEUM OPENED EIGHT NEW AND RENOVATED GALLERIES IN THE WEST WING OF THE NATIONAL MALL BUILDING. THE EXHIBITIONS FEATURE HUNDREDS OF NEW ARTIFACTS AND LONGTIME FAVORITES IN DYNAMIC, IMMERSIVE, AND TECHNOLOGICALLY UPGRADED SPACES. THE GALLERIES ALSO IMPLEMENTED NEW INTERACTIVES ACCESSIBLE TO VISITORS WITH VISION, HEARING AND MOBILITY DISABILITIES. FOR THE FIRST TIME SINCE 2020, THE ANNUAL MOTHER TONGUE FILM FESTIVAL RETURNED TO THE NATIONAL MALL FOR IN-PERSON EVENTS IN FEBRUARY. THE FESTIVAL, HOSTED BY THE SMITHSONIAN'S RECOVERING VOICES INITIATIVE, CENTERS AROUND THE INTERNATIONAL MOTHER LANGUAGE DAY TO CELEBRATE CULTURAL AND LINGUISTIC DIVERSITY. THE FESTIVAL FEATURED 27 FILMS IN 23 LANGUAGES FROM REGIONS ACROSS THE GLOBE. IN DECEMBER 2022, "OUR SHARED FUTURE: RECKONING WITH OUR RACIAL PAST," THE SMITHSONIAN'S RACE INITIATIVE, HOSTED THE FIRST PANEL AT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE, BRINGING TOGETHER DIVERSE GROUPS OF INDIVIDUALS TO DISCUSS RACE AND RACISM IN HISTORICAL, CULTURAL, AND CONTEMPORARY CONTEXTS. IN ADDITION TO THE NATIONAL DISCUSSIONS, THE SMITHSONIAN BEGAN PREPARATIONS FOR LOCAL COMMUNITY CONVERSATIONS AROUND RACE IN CITIES AND TOWNS ACROSS THE U.S. THESE COMMUNITY CONVERSATIONS, CO-HOSTED BY LOCAL ORGANIZATIONS, WILL HELP FACILITATE OPEN DIALOGUE ABOUT ISSUES RELATED TO RACE IN THEIR COMMUNITIES. THE NATIONAL MUSEUM OF THE AMERICAN LATINO (NMAL) AND THE SMITHSONIAN AMERICAN WOMEN'S HISTORY MUSEUM (SAWHM) CONTINUED TO GROW AND TAKE SHAPE THIS YEAR, ALTHOUGH THEY DO NOT HAVE BUILDINGS YET. NMAL OPENED A LATINO MUSEUM STUDIES PROGRAM FOR UNDERGRADUATE STUDENTS NATIONWIDE, TO BOOST THE REPRESENTATION OF LATINOS IN THE MUSEUM FIELD AND THE WOMEN'S HISTORY MUSEUM LAUNCHED A DIGITAL CAMPAIGN, SHARE YOUR STORY, TO COLLECT STORIES FROM THE PUBLIC THAT WILL HELP SHAPE THE FUTURE OF THE MUSEUM.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:	MEMBERSHIP: THE NATIONAL ASSOCIATE PROGRAM IS THE INSTITUTION'S LARGEST AND MOST BASIC MEMBERSHIP PROGRAM. THE PROGRAM PROVIDES MEMBERS WITH SMITHSONIAN MAGAZINE, WHICH IS PUBLISHED 11 TIMES A YEAR. THE PRINT AND ONLINE PUBLICATION PROVIDES IN-DEPTH COVERAGE OF HISTORY, SCIENCE, NATURE, ART AND WORLD CULTURES. "FRIENDS OF THE SMITHSONIAN" IS A HIGHER-LEVEL MEMBERSHIP PROGRAM FOR PEOPLE INTERESTED IN A DEEP PHILANTHROPIC CONNECTION TO THE SMITHSONIAN. FRIENDS RECEIVE SMITHSONIAN MAGAZINE, PLUS THEY ARE INVITED TO VARIOUS EVENTS AND ARE GIVEN THE OPPORTUNITY TO LEARN ABOUT AND SUPPORT THE INSTITUTION'S EXHIBITIONS AND RESEARCH. THE SMITHSONIAN ASSOCIATES IS A SELF-SUPPORTING MEMBERSHIP PROGRAM WHICH PRODUCES INFORMATIVE, ENLIGHTENING, ENTERTAINING, AND INSIGHTFUL PROGRAMS INSPIRED BY AND GOING BEYOND SMITHSONIAN RESEARCH, COLLECTIONS AND EXHIBITIONS. PROGRAMS ENGAGE AUDIENCES FROM PRE-K TO POST-RETIREMENT WHO HAVE KEEN INTEREST IN FURTHERING THEIR UNDERSTANDING OF THE ARTS AND SCIENCES, THE PAST, PRESENT, AND FUTURE OF WORLD CULTURES. THE LARGEST MUSEUM-BASED EDUCATIONAL PROGRAM IN THE WORLD, SMITHSONIAN ASSOCIATES ANNUALLY PRODUCES MORE THAN 1,000 ONLINE AND IN-PERSON SEMINARS AND LECTURES, MULTI-PART COURSES, STUDIO ARTS CLASSES, STUDY TOURS, CONCERTS AND CHILDREN'S PROGRAMS. NOTABLE GUESTS INCLUDED SCIENTIST AND TV PERSONALITY BILL NYE, JOURNALIST ANDERSON COOPER, TRAVEL EXPERT RICK STEVES, EMMY-NOMINATED MEXICAN CHEF PATI JINICH, MASTER CHEF JACQUES PEPIN AND CELEBRITY CHEF CARLA HALL, AND CHIEF MEDICAL OFFICER OF WEBMD JOHN WHYTE.
FORM 990, PART IV, LINE 12B	THE SMITHSONIAN'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE UNITED STATES GOVERNMENT'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS.
FORM 990, PART VI, SECTION A, LINE 1A	THE BYLAWS OF THE ORGANIZATION DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION. THE BOARD OF REGENTS ELECTS FROM ITS MEMBERS AN EXECUTIVE COMMITTEE CONSISTING OF THREE MEMBERS. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL POWERS OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION, EXCEPT THOSE EXPRESSLY RESERVED TO ITSELF BY THE BOARD OF REGENTS, PROVIDED THAT ALL SUCH PROCEEDINGS ARE REPORTED TO THE GOVERNANCE AND NOMINATING COMMITTEE AND THE BOARD OF REGENTS ON A REGULAR BASIS. THE CHAIR OF THE BOARD SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE. THE VICE CHAIR OF THE BOARD SERVES AS A MEMBER OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 2	REGENT FRANKLIN RAINES AND REGENT STEVEN CASE HAD A BUSINESS RELATIONSHIP DURING THE TAX YEAR.
FORM 990, PART VI, SECTION A, LINE 7A	PURSUANT TO FEDERAL STATUTE, THE BOARD OF REGENTS CONSISTS OF THE VICE PRESIDENT OF THE UNITED STATES, THE CHIEF JUSTICE OF THE UNITED STATES, THREE MEMBERS OF THE U.S. SENATE, THREE MEMBERS OF THE U.S. HOUSE OF REPRESENTATIVES, AND NINE ADDITIONAL CITIZEN REGENTS. THE THREE SENATORS ARE APPOINTED BY THE PRESIDENT PRO TEMPORE OF THE U.S. SENATE, AND THE THREE MEMBERS OF THE HOUSE OF REPRESENTATIVES ARE APPOINTED BY THE SPEAKER OF THE HOUSE OF REPRESENTATIVES. THEIR APPOINTMENT TERMS COINCIDE WITH THE TERMS FOR WHICH THEY ARE ELECTED, AND THEY MAY BE REAPPOINTED IF RE-ELECTED. THE CITIZEN REGENTS ARE NOMINATED BY THE BOARD OF REGENTS, AND APPOINTED BY A JOINT RESOLUTION OF CONGRESS WHICH IS SIGNED BY THE PRESIDENT OF THE UNITED STATES.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE OFFICE OF GENERAL COUNSEL, THE OFFICE OF THE UNDER SECRETARY FOR FINANCE AND ADMINISTRATION, AND BY AN INDEPENDENT OUTSIDE COUNSEL FIRM. AFTER THIS REVIEW PROCESS, THE 990 IS REVIEWED AND AFFIRMED BY THE AUDIT AND REVIEW COMMITTEE OF THE BOARD OF REGENTS. THE 990 IS THEN MADE AVAILABLE TO THE FULL BOARD OF REGENTS FOR REVIEW AND COMMENT PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ALL OFFICERS, KEY EMPLOYEES, AND CERTAIN OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND FILE ANNUALLY A CONFIDENTIAL FINANCIAL DISCLOSURE REPORT. THESE REPORTS - WHICH REQUIRE DISCLOSURE OF CERTAIN ASSETS, EARNED INCOME, LIABILITIES, OUTSIDE POSITIONS, OUTSIDE CONTRACTS AND AGREEMENTS, GIFTS, HOSPITALITY, REIMBURSEMENTS, AND OTHER INTERESTS RELATED TO THE EMPLOYEE'S SMITHSONIAN POSITION - ARE REVIEWED BY THE INSTITUTION'S OFFICE OF GENERAL COUNSEL FOR COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST POLICIES AND LAWS. IN ADDITION TO THIS REQUIRED REPORTING, ALL KEY EMPLOYEES ARE REQUIRED TO COMPLY WITH THE INSTITUTION'S STANDARDS OF CONDUCT, WHICH, AMONG OTHER THINGS, REQUIRES THAT EMPLOYEES NOT ENGAGE IN PRIVATE OR PERSONAL ACTIVITIES THAT MIGHT CONFLICT OR APPEAR TO CONFLICT WITH SMITHSONIAN INTERESTS, REQUIRES THAT EMPLOYEES OBTAIN OFFICE OF GENERAL COUNSEL APPROVAL BEFORE ENGAGING IN AN OUTSIDE ACTIVITY FOR COMPENSATION, AND REQUIRES EMPLOYEES TO CONSULT WITH THE OFFICE OF GENERAL COUNSEL WHENEVER A DOUBT EXISTS AS TO WHETHER AN ACTIVITY OR PLANNED ACTIVITY VIOLATES THE STANDARDS. ALL MEMBERS OF THE SMITHSONIAN'S GOVERNING BODY ARE REQUIRED TO COMPLETE AND FILE ANNUALLY THE BOARD OF REGENTS ANNUAL DISCLOSURE STATEMENT. THESE STATEMENTS - WHICH REQUIRE REPORTING BY MEMBERS (INCLUDING ANY REPORTABLE INTERESTS HELD BY IMMEDIATE FAMILY MEMBERS) ON OUTSIDE POSITIONS AND SUBSTANTIAL SHAREHOLDING IN FOR-PROFIT BUSINESS ENTITIES, OUTSIDE POSITIONS IN NON-PROFIT ENTITIES, AND INTERESTS AND AFFILIATIONS OF THE MEMBER THAT HAVE OR SOUGHT TO HAVE A RELATIONSHIP TO THE SMITHSONIAN - ARE REVIEWED BY THE INSTITUTION'S GENERAL COUNSEL FOR COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST POLICIES AND LAWS. IN ADDITION TO THIS REQUIRED REPORTING, ALL MEMBERS OF THE SMITHSONIAN'S GOVERNING BODY ARE REQUIRED TO COMPLY WITH THE BOARD OF REGENTS ETHICS GUIDELINES, WHICH, AMONG OTHER THINGS, DEFINE CONFLICTS OF INTEREST AND ESTABLISH PROCEDURES FOR DISCLOSING AND REPORTING OF CONFLICTS AND RECUSAL FROM DECISION-MAKING.
FORM 990, PART VI, SECTION B, LINE 15	THE SMITHSONIAN ENSURES THAT COMPENSATION PAID TO OFFICERS AND OTHER KEY EMPLOYEES IS REASONABLE AND COMPARABLE TO SIMILAR ORGANIZATIONS. EMPLOYEES OF THE SMITHSONIAN MAY BE PAID WITH FEDERALLY APPROPRIATED FUNDS OR WITH NONFEDERAL ("TRUST") FUNDS. MOST TRUST FUNDED (NONFEDERAL) OFFICER AND KEY EMPLOYEE POSITIONS ARE SUBJECT TO MARKET-BASED COMPENSATION, AND THE BOARD OF REGENTS' COMMITTEE ON COMPENSATION AND HUMAN RESOURCES ENGAGES AN INDEPENDENT CONSULTANT TO DEVELOP AND ASSEMBLE COMPARABILITY DATA FOR ITS CONSIDERATION AND TO INFORM ITS DECISIONS. THE COMMITTEE'S ANNUAL DELIBERATIONS AND DECISIONS ARE DOCUMENTED AS PART OF THE FINAL RECOMMENDATION MATERIALS SUBMITTED TO THE BOARD OF REGENTS. SALARIES FOR FEDERAL EMPLOYEES ARE DETERMINED BY STATUTORILY ESTABLISHED PAY RANGES FOR CIVIL SERVICE EMPLOYEES. AS A MATTER OF POLICY, THE SMITHSONIAN HAS ESTABLISHED SIMILAR RANGES FOR CERTAIN TRUST FUNDED OFFICER AND KEY EMPLOYEE POSITIONS AND MAINTAINS THOSE RANGES IN PROPORTION TO THE APPROPRIATE FEDERAL PAY RANGES.
FORM 990, PART VI, SECTION C, LINE 19	THE SMITHSONIAN MAKES ITS GOVERNING DOCUMENTS, STATEMENT OF VALUES AND CODE OF ETHICS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS PUBLIC WEBSITE (WWW.SI.EDU). DOCUMENTS MAY ALSO BE VIEWED AT THE OFFICE OF FINANCE AND ACCOUNTING OR MAILED.
FORM 990, PART IX, LINE 11G	ADVSRY & ASSISTNC SRVCS PSC: PROGRAM SERVICE EXPENSES 420,125. MANAGEMENT AND GENERAL EXPENSES 132,505. FUNDRAISING EXPENSES 1,089. TOTAL EXPENSES 553,719. ADVISORY AND ASST SVCS NON PSC: PROGRAM SERVICE EXPENSES 1,777,167. MANAGEMENT AND GENERAL EXPENSES 141,402. FUNDRAISING EXPENSES 303,632. TOTAL EXPENSES 2,222,201. CENTRAL ENGINEERING SERVICES: PROGRAM SERVICE EXPENSES 11,561,870. MANAGEMENT AND GENERAL EXPENSES 42. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,561,912. TECH/ADMIN SVCS - 1099 VENDORS: PROGRAM SERVICE EXPENSES 347,365. MANAGEMENT AND GENERAL EXPENSES 11,211. FUNDRAISING EXPENSES 852. TOTAL EXPENSES 359,428. NON-BENEFIT POOL TUITION: PROGRAM SERVICE EXPENSES 33,622. MANAGEMENT AND GENERAL EXPENSES 153. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 33,776. SAO MACHINE SHOP SERVICES: PROGRAM SERVICE EXPENSES 149,821. MANAGEMENT AND GENERAL EXPENSES -35. FUNDRAISING EXPENSES 110. TOTAL EXPENSES 149,896. INSTITUTIONAL MEMBERSHIP&FEES: PROGRAM SERVICE EXPENSES 786,119. MANAGEMENT AND GENERAL EXPENSES 210,449. FUNDRAISING EXPENSES 78,820. TOTAL EXPENSES 1,075,388. SUPPORT EXTERNAL ORGANIZATIONS: PROGRAM SERVICE EXPENSES 136,668. MANAGEMENT AND GENERAL EXPENSES 23,871. FUNDRAISING EXPENSES 2,061. TOTAL EXPENSES 162,600. TEMP EMPLOYMENT SVCS: PROGRAM SERVICE EXPENSES 2,983,081. MANAGEMENT AND GENERAL EXPENSES 3,904,593. FUNDRAISING EXPENSES 495,252. TOTAL EXPENSES 7,382,926. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 86,828,505. MANAGEMENT AND GENERAL EXPENSES 11,348,211. FUNDRAISING EXPENSES 11,978,961. TOTAL EXPENSES 110,155,677. AUDIO VISUAL SERVICES: PROGRAM SERVICE EXPENSES 2,175,557. MANAGEMENT AND GENERAL EXPENSES -251,514. FUNDRAISING EXPENSES 386,760. TOTAL EXPENSES 2,310,803. LECTURES HONORARIA: PROGRAM SERVICE EXPENSES 2,520,662. MANAGEMENT AND GENERAL EXPENSES 25,557. FUNDRAISING EXPENSES 51,667. TOTAL EXPENSES 2,597,886. EXHIBIT SERVICES: PROGRAM SERVICE EXPENSES 8,673,346. MANAGEMENT AND GENERAL EXPENSES 59,388. FUNDRAISING EXPENSES 13,811. TOTAL EXPENSES 8,746,545. OTHER PURCH G&S GOVT: PROGRAM SERVICE EXPENSES -19,766. MANAGEMENT AND GENERAL EXPENSES -297,144. FUNDRAISING EXPENSES -82. TOTAL EXPENSES -316,992. IAT IN-HOUSE CONSULTANT: PROGRAM SERVICE EXPENSES -4,727. MANAGEMENT AND GENERAL EXPENSES -33,729. FUNDRAISING EXPENSES 630. TOTAL EXPENSES -37,826. SAO CENTRAL ENG. SERV-ACCR: PROGRAM SERVICE EXPENSES 29,355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8. TOTAL EXPENSES 29,363. SAO MACHINE SHOP SERV-ACCR: PROGRAM SERVICE EXPENSES 8,439. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,439. REIMB GOVERNMENT AGENCIES: PROGRAM SERVICE EXPENSES -5,806. MANAGEMENT AND GENERAL EXPENSES -1,393. FUNDRAISING EXPENSES -15. TOTAL EXPENSES -7,214. OPERATION & MAINT FACILITIES: PROGRAM SERVICE EXPENSES 31,488,545. MANAGEMENT AND GENERAL EXPENSES 16,252,059. FUNDRAISING EXPENSES 70,410. TOTAL EXPENSES 47,811,014. WASTE REMOVAL: PROGRAM SERVICE EXPENSES 373,101. MANAGEMENT AND GENERAL EXPENSES 79,520. FUNDRAISING EXPENSES 883. TOTAL EXPENSES 453,504. GUARD SERVICES: PROGRAM SERVICE EXPENSES 22,093,100. MANAGEMENT AND GENERAL EXPENSES 4,973,529. FUNDRAISING EXPENSES 535,720. TOTAL EXPENSES 27,602,349. CUSTODIAL SERVICES: PROGRAM SERVICE EXPENSES 3,024,569. MANAGEMENT AND GENERAL EXPENSES 686,848. FUNDRAISING EXPENSES 248,090. TOTAL EXPENSES 3,959,507. MEDICAL CARE: PROGRAM SERVICE EXPENSES 305,773. MANAGEMENT AND GENERAL EXPENSES 503. FUNDRAISING EXPENSES 5. TOTAL EXPENSES 306,281. EQUIP. NON IT MAINT & REPAIR: PROGRAM SERVICE EXPENSES 5,735,218. MANAGEMENT AND GENERAL EXPENSES 825,833. FUNDRAISING EXPENSES 12,950. TOTAL EXPENSES 6,574,001. CATERING: PROGRAM SERVICE EXPENSES 6,445,021. MANAGEMENT AND GENERAL EXPENSES 385,992. FUNDRAISING EXPENSES 2,388,976. TOTAL EXPENSES 9,219,989. COST OF SHARING EXPENSE: PROGRAM SERVICE EXPENSES 3,201,971. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 437,256. TOTAL EXPENSES 3,639,327. COST SHARING CENTRAL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104. STAFF/BUSINESS EXPENSE: PROGRAM SERVICE EXPENSES 506,492. MANAGEMENT AND GENERAL EXPENSES 90,066. FUNDRAISING EXPENSES 276,526. TOTAL EXPENSES 873,084. PEST CONTROL SERVICES: PROGRAM SERVICE EXPENSES 114,616. MANAGEMENT AND GENERAL EXPENSES 8,674. FUNDRAISING EXPENSES 94. TOTAL EXPENSES 123,384.
FORM 990, PART XI, LINE 9:	CHANGE IN NET ASSETS OF RELATED ORGS -4,196. PROCEEDS FROM SALES OF COLLECTIONS 144,300.
FORM 990, PART XII, LINE 2B	THE SMITHSONIAN INSTITUTION IS SEPARATELY AUDITED. THE SMITHSONIAN INSTITUTION'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE UNITED STATES GOVERNMENT'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CLAY FELLOWSHIPS CHARITABLE TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 MEMORIAL BOULEVARD	AddressLine1Txt
City	PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02903	ZIPCd

Field	Value	IRS element (for citing)
EIN	043560268	EIN
Primary Activities	SUPPORT OF SMITHSONIAN ASTROPHYSICAL OBSERVATORY	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	12 TYPE III-O	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	BLACKBIRD 1846 ENERGY FUND LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10000 MEMORIAL DRIVE SUITE 550	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77024	ZIPCd

Field	Value	IRS element (for citing)
EIN	473887280	EIN
Primary Activities	INVESTMENTS	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	BLACKBIRD 1846 ENERGY FUND GP LP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	EXCLUDED	PredominantIncomeTypeTxt
Share Of Total Income	-$3,718	ShareOfTotalIncomeAmt
Share Of EOY Assets	$816,322	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd
Ownership	1.00000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	OwnershipOwnershipPct
CHARITABLE REMAINDER TRUSTS (2)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	DC	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (2)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	MA	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (1)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	MI	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (5)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	NY	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (3)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	VA	N/A	T	Yes (1)
FOUNDATION CREDIT OPPORTUNITIES OFFSHORE LTD
				INVESTMENTS		N/A	T	Yes (1)	PO BOX 309 UGLAND HOUSE	GRAND	CJ	KY1-1104	CJ	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd