SMITHSONIAN INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SMITHSONIAN INSTITUTE (EIN 53-0206027)
Tax period: 2021-10-01 to 2022-09-30
Filed: 2023-08-14
IRS object ID: 202302269349301205
Schema version: 2021v4.2
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	2023-08-14T09:47:46-05:00	ReturnTs
Tax Period End	2022-09-30	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	2021-10-01	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	2023-08-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RONALD	PersonFirstNm
Person Last	CORTEZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHAWN HUTCHINSON	PreparerPersonNm
PTIN	P01048557	PTIN
Phone	7032868000	PhoneNum
Preparation	2023-08-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	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	$2,364,258,676	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	6834	TotalEmployeeCnt
Total Volunteers	70423	TotalVolunteersCnt
Total Gross UBI	$8,426,728	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,527,783,787	PYContributionsGrantsAmt
CY Contributions Grants	$1,440,330,179	CYContributionsGrantsAmt
PY Program Service Revenue	$72,854,595	PYProgramServiceRevenueAmt
CY Program Service Revenue	$92,495,451	CYProgramServiceRevenueAmt
PY Investment Income	$173,911,340	PYInvestmentIncomeAmt
CY Investment Income	$269,279,800	CYInvestmentIncomeAmt
PY Other Revenue	$30,214,261	PYOtherRevenueAmt
CY Other Revenue	$53,877,616	CYOtherRevenueAmt
PY Total Revenue	$1,804,763,983	PYTotalRevenueAmt
CY Total Revenue	$1,855,983,046	CYTotalRevenueAmt
PY Grants And Similar Paid	$15,009,433	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$17,565,171	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$735,501,143	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$748,449,680	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,928,096	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$2,292,446	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$64,738,115	CYTotalFundraisingExpenseAmt
PY Other Expenses	$663,681,466	PYOtherExpensesAmt
CY Other Expenses	$719,339,140	CYOtherExpensesAmt
PY Total Expenses	$1,416,120,138	PYTotalExpensesAmt
CY Total Expenses	$1,487,646,437	CYTotalExpensesAmt
PY Revenues Less Expenses	$388,643,845	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$368,336,609	CYRevenuesLessExpensesAmt
Total Assets BOY	$7,059,162,886	TotalAssetsBOYAmt
Total Assets EOY	$6,953,060,016	TotalAssetsEOYAmt
Total Liabilities BOY	$1,563,199,727	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,542,889,062	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,495,963,159	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,410,170,954	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	$657,049,765	ExpenseAmt
Grant	$3,625,341	GrantAmt
Revenue	$36,922,686	RevenueAmt
Desc	EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$424,278,020	ExpenseAmt
Grant	$13,939,830	GrantAmt
Revenue	$46,765,124	RevenueAmt
Desc	RESEARCH AND COLLECTIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$95,410,232	ExpenseAmt
Revenue	$40,194,830	RevenueAmt
Desc	MEMBERSHIP (SEE SCHEDULE O)	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,176,738,017	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	3150	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6834	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	0	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	0	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 (48 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 DAVID 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	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
MR DAVID M RUBENSTEIN
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE PATRICK J LEAHY
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE LUCILLE ROYBAL-ALLARD
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR GARY PETERS
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	50.00	0.00		$738,754	$0	$71,686	Yes (X)
JUDITH LEONARD
GENERAL COUNSEL	50.00	0.00		$260,381	$0	$51,983	Yes (X)
CATHY HELM
INSPECTOR GENERAL	50.00	0.00		$237,020	$0	$24,227	Yes (X)
MEROE PARK
DEPUTY SECRETARY & COO	50.00	0.00		$528,377	$0	$45,619	Yes (X)
DOUGLAS HALL
ACTING UNDER SEC. FOR ADMINISTRATION	50.00	0.00		$223,026	$0	$33,672	Yes (X)
RONALD CORTEZ
UNDER SEC FOR ADMINISTRATION	50.00	0.00		$116,291	$0	$168	Yes (X)
PORTER WILKINSON
CHIEF OF STAFF TO THE REGENTS	50.00	0.00		$213,911	$0	$54,160	Yes (X)
AMY CHEN
CHIEF INVESTMENT OFFICER	50.00	0.00		$778,762	$0	$46,288		Yes (X)
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	50.00	0.00		$396,018	$0	$82,026		Yes (X)
ELLEN STOFAN
DIRECTOR, NATL AIR AND SPACE MUSEUM	50.00	0.00		$334,146	$0	$79,386		Yes (X)
KEVIN GOVER
ACTING UNDER SECRETARY FOR MUSEUMS & CULTURE	50.00	0.00		$385,761	$0	$72,920		Yes (X)
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	50.00	0.00		$353,673	$0	$114,236		Yes (X)
JULISSA MARENCO
ASST SEC. FOR COMMUNICATIONS AND EXTERNAL AFFAIRS	50.00	0.00		$262,439	$0	$60,939		Yes (X)
JANICE LAMBERT
CHIEF FINANCIAL OFFICER	50.00	0.00		$228,050	$0	$38,307		Yes (X)
NANCY BECHTOL
DIRECTOR, SMITHSONIAN FACILITIES	50.00	0.00		$199,735	$0	$29,080		Yes (X)
JOHN DAVIS THRU 82721
PROVOST	50.00	0.00		$559,719	$0	$54,791			Yes (X)
JEFFREY SMITH
MANAGING DIRECTOR, OI	50.00	0.00		$422,679	$0	$82,698			Yes (X)
CHASE ROBINSON
DIR SACKLER GALLERY/FREER GALL	50.00	0.00		$406,933	$0	$56,588			Yes (X)
MELISSA CHIU
DIRECTOR, HIRSHHORN MUSEUM & SCULPTURE GARDEN	50.00	0.00		$406,833	$0	$78,476			Yes (X)
KEVIN YOUNG
DIR NATL MUSEUM OF AFRICAN AME	50.00	0.00		$377,876	$0	$78,399			Yes (X)
MICHAEL MCCARTHY THRU 5521
UNDER SECRETARY FOR ADMINISTRATION	50.00	0.00		$247,697	$0	$35,682				Yes (X)
CHARLES ALCOCK THRU 123120
DIRECTOR, SMITHSONIAN ASTROPHYS OBSV	50.00	0.00		$159,286	$0	$23,636				Yes (X)
ROGER BRISSENDEN THRU 31321
ACTING UNDER SEC. FOR SCIENCE & RSRCH	50.00	0.00		$235,962	$0	$27,758				Yes (X)
DERON BURBA THRU 93018
CHIEF INFORMATION OFFICER	50.00	0.00		$199,227	$0	$57,566				Yes (X)
ZULLY DORR THRU 093019
DEPUTY ASST SEC. FOR ADVANCEMENT	50.00	0.00		$214,591	$0	$53,261				Yes (X)
RICHARD KURIN THRU 93019
SR. SCHOLAR & AMBASSADOR-AT-LARGE	50.00	0.00		$325,706	$0	$72,105				Yes (X)
JOHN LAPIANA THRU 93018
SENIOR ADVISOR	50.00	0.00		$196,734	$0	$39,763				Yes (X)
ERA MARSHALL THRU 93018
DIRECTOR OF EQUAL EMPLOYMENT	50.00	0.00		$227,099	$0	$20,728				Yes (X)
DAVID VOYLES THRU 123121
DIR OF PLANNING, MGMT & BUDGET	50.00	0.00		$195,336	$0	$19,873				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,432,022	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,506,021	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1775	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	$94,129,726
UNIVERSAL PROTECTION SERVICE LP
1551 N TUSTIN AVE	SANTA ANA	CA	927058664	SECURITY	$15,447,446
TC PENNSY DRIVE LLC
444 MADISON AVENUE 18TH FLOOR	NEW YORK	NY	100226903	REAL ESTATE	$11,975,381
100 DISCOVERY PARK DE LLC
116 HUNTINGTON AVE	BOSTON	MA	02116	REAL ESTATE	$5,355,337
HUANG-CFM JOINT VENTURE 5601N GENERAL
WASHINGTON DRIVE	ALEXANDRIA	VA	223122403	CONSTRUCTION	$4,452,145

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	227	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$37,383	FederatedCampaignsAmt
Membership Dues	$27,138,375	MembershipDuesAmt
Fundraising	$1,660,964	FundraisingAmt
Related Organizations	$367,114	RelatedOrganizationsAmt
Government Grants	$1,219,807,912	GovernmentGrantsAmt
All Other Contributions	$191,318,431	AllOtherContributionsAmt
Noncash Contributions	$61,441,835	NoncashContributionsAmt
Total Contributions	$1,440,330,179	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
VISITORS/MEMBERS/EMPLO	900099	$53,362,216	$53,362,216
SUBSCRIPTIONS-MAGAZINE	511120	$23,835,059	$23,835,059
TOURS/CLASSES	900099	$9,412,406	$9,412,406
THEATER INCOME	512131	$2,888,955	$2,888,955
TRAVELING EXHIBITIONS	712110	$2,766,815	$2,766,815

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$230,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$230,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$92,495,451	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,867,060	TotalRevenueColumnAmt
Unrelated Business Revenue	$307,538	UnrelatedBusinessRevenueAmt
Exclusion	$15,559,522	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,291,560	TotalRevenueColumnAmt
Exclusion	$9,291,560	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$9,597,650	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$3,235,098	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$6,362,552	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,362,552	TotalRevenueColumnAmt
Unrelated Business Revenue	-$679,764	UnrelatedBusinessRevenueAmt
Exclusion	$7,042,316	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$739,163,991	SecuritiesAmt
Other	$352,889	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$486,104,140	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$253,059,851	SecuritiesAmt
Other	$352,889	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$253,412,740	TotalRevenueColumnAmt
Related Or Exempt Func Income	$352,889	RelatedOrExemptFuncIncomeAmt
Exclusion	$253,059,851	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$58,785	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,660,964	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$712,279	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$653,494	TotalRevenueColumnAmt
Exclusion	-$653,494	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$46,292,345	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$18,224,113	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,068,232	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,595,922	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$472,310	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MAG/WEBSITE ADVERTISIN	541800	$7,733,016	-$593,628	$8,326,644
INTERCOMPANY REVENUE	900099	$3,065,160	$3,065,160
MISCELLANEOUS REVENUE	900099	$10,590	$10,590

Field	Value	IRS element (for citing)
Other Revenue Total	$10,808,766	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,855,983,046	TotalRevenueColumnAmt
Related Or Exempt Func Income	$122,926,384	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,426,728	UnrelatedBusinessRevenueAmt
Exclusion	$284,299,755	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$353,387	TotalAmt
Program Services	$353,387	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$13,632,628	TotalAmt
Program Services	$13,632,628	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,579,156	TotalAmt
Program Services	$3,579,156	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$8,607,459	TotalAmt
Program Services	$3,588,552	ProgramServicesAmt
Management And General	$4,496,942	ManagementAndGeneralAmt
Fundraising	$521,965	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,352,007	TotalAmt
Program Services	$263,719	ProgramServicesAmt
Management And General	$1,820,436	ManagementAndGeneralAmt
Fundraising	$267,852	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$553,449,659	TotalAmt
Program Services	$437,405,196	ProgramServicesAmt
Management And General	$85,377,712	ManagementAndGeneralAmt
Fundraising	$30,666,751	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$78,821,183	TotalAmt
Program Services	$45,293,085	ProgramServicesAmt
Management And General	$33,214,938	ManagementAndGeneralAmt
Fundraising	$313,160	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$65,074,886	TotalAmt
Program Services	$58,460,173	ProgramServicesAmt
Management And General	$3,319,984	ManagementAndGeneralAmt
Fundraising	$3,294,729	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$40,144,486	TotalAmt
Program Services	$20,758,899	ProgramServicesAmt
Management And General	$19,205,162	ManagementAndGeneralAmt
Fundraising	$180,425	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$521,976	TotalAmt
Program Services	$427,496	ProgramServicesAmt
Management And General	$86,280	ManagementAndGeneralAmt
Fundraising	$8,200	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$346,662	TotalAmt
Management And General	$346,662	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$2,292,446	TotalAmt
Fundraising	$2,292,446	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,463,927	TotalAmt
Management And General	$2,463,927	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$144,924,443	TotalAmt
Program Services	$122,703,724	ProgramServicesAmt
Management And General	$10,577,895	ManagementAndGeneralAmt
Fundraising	$11,642,824	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,246,411	TotalAmt
Program Services	$2,472,636	ProgramServicesAmt
Management And General	$60,439	ManagementAndGeneralAmt
Fundraising	$713,336	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$44,251,511	TotalAmt
Program Services	$31,341,624	ProgramServicesAmt
Management And General	$7,713,464	ManagementAndGeneralAmt
Fundraising	$5,196,423	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$57,522,508	TotalAmt
Program Services	$28,453,972	ProgramServicesAmt
Management And General	$26,585,437	ManagementAndGeneralAmt
Fundraising	$2,483,099	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$233,341	TotalAmt
Program Services	$233,341	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$163,505,064	TotalAmt
Program Services	$144,329,673	ProgramServicesAmt
Management And General	$17,831,471	ManagementAndGeneralAmt
Fundraising	$1,343,920	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$10,392,574	TotalAmt
Program Services	$9,622,215	ProgramServicesAmt
Management And General	$356,692	ManagementAndGeneralAmt
Fundraising	$413,667	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,498,445	TotalAmt
Program Services	$2,690,214	ProgramServicesAmt
Management And General	$671,010	ManagementAndGeneralAmt
Fundraising	$137,221	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,148,912	TotalAmt
Program Services	$7,148,912	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$180,483,163	TotalAmt
Program Services	$150,252,233	ProgramServicesAmt
Management And General	$29,960,205	ManagementAndGeneralAmt
Fundraising	$270,725	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,643,275	TotalAmt
Program Services	$471,963	ProgramServicesAmt
Management And General	$1,134,873	ManagementAndGeneralAmt
Fundraising	$36,439	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM PRODUCTION	$52,511,441	$47,272,898	$207,885	$5,030,658
RESEARCH/SUBCONTRACT	$30,615,780	$30,581,001	$33,101	$1,678
EQUIPMENT	$16,119,804	$14,845,050	$1,373,455	-$98,701

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$90,097	TotalAmt
Program Services	$556,270	ProgramServicesAmt
Management And General	-$667,665	ManagementAndGeneralAmt
Fundraising	$21,298	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,487,646,437	TotalAmt
Program Services	$1,176,738,017	ProgramServicesAmt
Management And General	$246,170,305	ManagementAndGeneralAmt
Fundraising	$64,738,115	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$844,451,216	BOYAmt
EOY	$845,280,151	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$63,712,426	BOYAmt
EOY	$158,647,491	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$384,207,924	BOYAmt
EOY	$344,702,780	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14,015,641	BOYAmt
EOY	$15,383,181	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$10,864,725	BOYAmt
EOY	$16,504,520	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,422,180	BOYAmt
EOY	$7,863,619	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,777,784,736	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,941,519,270	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,768,299,157	BOYAmt
EOY	$2,836,265,466	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$14,017,884	BOYAmt
EOY	$202,975	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,834,308,164	BOYAmt
EOY	$2,626,748,576	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$110,422,301	BOYAmt
EOY	$91,375,098	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$9,441,268	BOYAmt
EOY	$10,086,159	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,059,162,886	BOYAmt
EOY	$6,953,060,016	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$272,879,396	BOYAmt
EOY	$277,383,954	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$730,285,978	BOYAmt
EOY	$744,897,810	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$92,743,241	BOYAmt
EOY	$90,814,091	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$419,570,713	BOYAmt
EOY	$383,570,854	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$47,720,399	BOYAmt
EOY	$46,222,353	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,563,199,727	BOYAmt
EOY	$1,542,889,062	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	$2,805,038,537	BOYAmt
EOY	$2,986,871,964	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,690,924,622	BOYAmt
EOY	$2,423,298,990	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,495,963,159	BOYAmt
EOY	$5,410,170,954	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,059,162,886	BOYAmt
EOY	$6,953,060,016	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$368,336,609	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$454,019,132	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$109,682	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	$1,192,108,664	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,292,933,360	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,308,610,079	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,527,783,787	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,440,330,179	CurrentTaxYearAmt
Total	$6,761,766,069	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,192,108,664	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,292,933,360	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,308,610,079	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,527,783,787	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,440,330,179	CurrentTaxYearAmt
Total	$6,761,766,069	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$61,372,741	SubstantialContributorsTotAmt
Public Support Total170	$6,700,393,328	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,028,926	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$40,511,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$33,186,345	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,349,424	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,521,172	CurrentTaxYearAmt
Total	$169,596,878	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$6,931,362,947	TotalSupportAmt
Public Support CY170	0.96670	PublicSupportCY170Pct
Public Support PY170	0.96380	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	$2,532,513,197	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,502,159,340	BeginningYearBalanceAmt
Contributions	$52,445,032	ContributionsAmt
Investment Earnings Or Losses	$167,085,531	InvestmentEarningsOrLossesAmt
Other Expenditures	$72,853,244	OtherExpendituresAmt
Administrative Expenses	$3,567,451	AdministrativeExpensesAmt
End Year Balance	$1,645,269,208	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	$5,050,409,124	OtherCostOrOtherBasisAmt
Depreciation	$2,455,145,890	DepreciationAmt
Book Value	$2,595,263,234	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$138,768,163	OtherCostOrOtherBasisAmt
Depreciation	$100,365,233	DepreciationAmt
Book Value	$38,402,930	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$326,172,851	OtherCostOrOtherBasisAmt
Depreciation	$286,614,338	DepreciationAmt
Book Value	$39,558,513	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$229,616,142	OtherCostOrOtherBasisAmt
Depreciation	$99,393,809	DepreciationAmt
Book Value	$130,222,333	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,836,265,466	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SECURITIES-ENDOWMENT CONSOLIDATED	$2,321,341,025	F
SECURITIES-SHORT-TERM	$282,564,589	F
SECURITIES-GIFT ANNUITY PROGRAM	$21,303,417	F
SECURITIES-ENDOWMENT US TREAS	$975,937	F
ACCRUED INTEREST-CONSOLIDATED	$563,608	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,626,748,576	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
ESTIMATED REMEDIATION OBLIGATION	$46,095,572
ACCTS. PAY-CANCELLED APPROP.	$343,536
OTHER LIABILITIES	-$216,755

Field	Value	IRS element (for citing)
Total Liability	$46,222,353	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,549,441,614	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$454,019,132	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$8,394,664	DonatedServicesAndUseFcltsAmt
Other Revenue	$122,610,572	OtherRevenueAmt
Revenue Not Reported	-$323,013,896	RevenueNotReportedAmt
Revenue Subtotal	$1,872,455,510	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,463,928	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$18,936,392	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$16,472,464	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,855,983,046	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,635,233,819	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$8,394,664	DonatedServicesUseFcltsAmt
Expenses Not Reported	$8,394,664	ExpensesNotReportedAmt
Expenses Subtotal	$1,626,839,155	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,463,928	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$141,656,646	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$139,192,718	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,487,646,437	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 RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE SMITHSONIAN DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	IMPUTED REVENUE 122,720,254. PROCEEDS FROM SALES OF COLLECTIONS -109,682.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT FUNDRAISING EXP -712,279. DIRECT EXPENSES COGS -18,224,113.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DIRECT EXPENSES COGS -18,224,113. DIRECT FUNDRAISING EXP -712,279. IMPUTED REVENUE -122,720,254.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
EAST ASIA AND THE PACIFIC	ACADEMIC APPOINTMENT STIPENDS	$538,793
SUB-SAHARAN AFRICA	ACADEMIC APPOINTMENT STIPENDS	$173,491
NORTH AMERICA	ACADEMIC APPOINTMENT STIPENDS	$374,106
CENTRAL AMERICA AND THE CARIBBEAN	ACADEMIC APPOINTMENT STIPENDS	$743,390
SOUTH AMERICA	ACADEMIC APPOINTMENT STIPENDS	$925,736
EUROPE (INCLUDING ICELAND & GREENLAND)	ACADEMIC APPOINTMENT STIPENDS	$771,974
RUSSIA AND NEIGHBORING STATES	ACADEMIC APPOINTMENT STIPENDS	$51,667
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	$569,724	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
SUB-SAHARAN AFRICA	PROGRAM SERVICES	$494,775	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
NORTH AMERICA	PROGRAM SERVICES	$115,031	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	$915,502	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
NORTH AMERICA	PROGRAM SERVICES	$409,404	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
SOUTH AMERICA	PROGRAM SERVICES	$184,384	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$1,104,144,867
NORTH AMERICA	INVESTMENTS	$4,286,200
EUROPE (INCLUDING ICELAND AND GREENLAND)	INVESTMENTS	$107,697,156
SUB-SAHARAN AFRICA	INVESTMENTS	$46,392,282

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	$4,148,881	SubtotalSpentAmt
Continuation Spent	$1,264,639,601	ContinuationSpentAmt
Total Spent	$1,268,788,482	TotalSpentAmt
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Valuation Method UsedValuationMethodUsedDesc
ACADEMIC APPOINTMENT STIPENDS	EAST ASIA AND THE PACIFIC	31	$538,793	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	SUB-SAHARAN AFRICA	7	$173,491	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	NORTH AMERICA	23	$374,106	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	CENTRAL AMERICA AND THE CARIBBEAN	99	$743,390	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	SOUTH AMERICA	80	$925,736	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	EUROPE (INCLUDING ICELAND & GREENLAND)	61	$771,974	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	RUSSIA AND NEIGHBORING STATES	1	$51,667	DIRECT DEPOSIT AND CHECKS	ACCRUAL

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 (4 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 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
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 (6 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	$1,190,182	-$1,190,182
COMMUNITY COUNSELLING SERVICE CO LLC
461 5TH AVENUE	NEW YORK	NY	10017	FUNDRAISING CONSULTANT	0	$0	$481,500	-$481,500
GRENZEBACH GLIER & ASSOCIATES INC
200 SOUTH MICHIGAN AVE SUITE 2100	CHIGAGO	IL	606042473	MARKETING CONSULTANT	0	$0	$151,459	-$151,459
JOHN BROWN LIMITED INC
4916 CRESTWOOD DRIVE	WACO	TX	78710	FUNDRAISING CONSULTANT	0	$0	$13,047	-$13,047
SD&A TELESERVICES INC
101 CONTINENTAL BLVD	EL SEGUNDO	GA	902454515	TELEMARKETING SERVICES	0	$0	$135,186	-$135,186
LIPMAN HEARNE INC
1899 S ST NW	WASHINGTON	DC	20009	MARKETING SERVICES	0	$0	$223,573	-$223,573

Field	Value	IRS element (for citing)
Total Retained By Contractors	$2,194,947	TotalRetainedByContractorsAmt
Total Net To Organization	-$2,194,947	TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	NDA AWARD DINNER	Event1Nm
Gross Receipts Event1	$871,759	GrossReceiptsEvent1Amt
Charitable Contri Event1	$452,024	CharitableContriEvent1Amt
Gross Revenue Event1	$419,735	GrossRevenueEvent1Amt
Food And Beverage Event1	$18,193	FoodAndBeverageEvent1Amt
Entertainment Event1	$1,185	EntertainmentEvent1Amt
Other Direct Expenses Event1	$182,660	OtherDirectExpensesEvent1Amt
Event2	HIRSHHORN BALL	Event2Nm
Gross Receipts Event2	$157,525	GrossReceiptsEvent2Amt
Charitable Contri Event2	$193,000	CharitableContriEvent2Amt
Gross Revenue Event2	-$35,475	GrossRevenueEvent2Amt
Food And Beverage Event2	$58,827	FoodAndBeverageEvent2Amt
Entertainment Event2	$1,592	EntertainmentEvent2Amt
Other Direct Expenses Event2	$85,579	OtherDirectExpensesEvent2Amt
Other Events Total	19	OtherEventsTotalCnt
Gross Receipts Other Events	$690,465	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,015,940	CharitableContriOtherEventsAmt
Gross Revenue Other Events	-$325,475	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$74,676	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$4,853	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$284,714	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,719,749	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,660,964	CharitableContributionsTotAmt
Gross Revenue Total Events	$58,785	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$151,696	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$7,630	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$552,953	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$712,279	DirectExpenseSummaryEventsAmt
Net Income Summary	-$653,494	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (14 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
AUBURN UNIVERSITY
107 SAMFORD HALL	AUBURN	AL	368490001	636000724	501(C)(3)	$55,000	$0	ACADEMIC APPT. STIPENDS
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)	$11,650	$0	ACADEMIC APPT. STIPENDS
SALISBURY UNIVERSITY
1101 CAMDEN AVE	SALISBURY	MD	218016860	526002033	501(C)(3)	$14,500	$0	ACADEMIC APPT. STIPENDS
MILLERSVILLE UNIVERSITY
PO BOX 1002	MILLERSVILLE	PA	175510302	232397926	501(C)(3)	$10,300	$0	ACADEMIC APPT. STIPENDS
UNIVERSITY OF FLORIDA
1523 UNION RD RM 207	GAINESVILLE	FL	326111941	596002052	501(C)(3)	$10,931	$0	ACADEMIC APPT. STIPENDS
BETHUNE-COOKMAN UNIVERSITY IN
640 DR MARY MCLEOD BETHUNE BLVD	DAYTONA BEACH	FL	321143012	590704726	501(C)(3)	$9,710	$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)	$43,164	$0	ACADEMIC APPT. STIPENDS
UNIVERSITY OF MARYLAND AT COLL
4500 CAMPUS DRIVE	COLLEGE PARK	MD	207420001	526002033	501(C)(3)	$7,300	$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)	$14,500	$0	ACADEMIC APPT. STIPENDS
TUSKEGEE UNIVERSITY
1200 W MONTGOMERY RD	TUSKEGEE INSTITUTE	AL	360881923	630288878	501(C)(3)	$23,516	$0	ACADEMIC APPT. STIPENDS
HARVARD COLLEGE PRESIDENT & F
PO BOX 4999	BOSTON	MA	02212	042103580	501(C)(3)	$57,266	$0	ACADEMIC APPT. STIPENDS

Field	Value	IRS element (for citing)
Total501c3 Org	14	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	RESEARCH FELLOWSHIPS AND ACADEMIC APPOINTMENTS	GrantTypeTxt
Recipient	991	RecipientCnt
Cash Grant	$13,632,628	CashGrantAmt

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	0	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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	$343,907	$0	$434,855	$0	$0	$0	$44,399	$0	$1,889	$0	$825,050	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	$738,754	$0	$0	$0	$0	$0	$47,749	$0	$23,937	$0	$810,440	$0	$0	$0
JOHN DAVIS THRU 82721
PROVOST	$499,719	$0	$60,000	$0	$0	$0	$40,406	$0	$14,385	$0	$614,510	$0	$0	$0
MEROE PARK
DEPUTY SECRETARY & COO	$513,377	$0	$15,000	$0	$0	$0	$43,966	$0	$1,653	$0	$573,996	$0	$0	$0
JEFFREY SMITH
MANAGING DIRECTOR, OI	$220,104	$0	$202,575	$0	$0	$0	$45,572	$0	$37,126	$0	$505,377	$0	$0	$0
MELISSA CHIU
DIRECTOR, HIRSHHORN MUSEUM & SCULPTU	$406,833	$0	$0	$0	$0	$0	$42,828	$0	$35,648	$0	$485,309	$0	$0	$0
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	$386,018	$0	$10,000	$0	$0	$0	$43,920	$0	$38,106	$0	$478,044	$0	$0	$0
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	$353,673	$0	$0	$0	$0	$0	$114,236	$0	$0	$0	$467,909	$0	$0	$0
CHASE ROBINSON
DIR SACKLER GALLERY/FREER GALL	$406,933	$0	$0	$0	$0	$0	$44,193	$0	$12,395	$0	$463,521	$0	$0	$0
KEVIN GOVER
ACTING UNDER SECRETARY FOR MUSEUMS &	$365,761	$0	$20,000	$0	$0	$0	$47,155	$0	$25,765	$0	$458,681	$0	$0	$0
KEVIN YOUNG
DIR NATL MUSEUM OF AFRICAN AME	$302,876	$0	$75,000	$0	$0	$0	$41,893	$0	$36,506	$0	$456,275	$0	$0	$0
ELLEN STOFAN
DIRECTOR, NATL AIR AND SPACE MUSEUM	$334,146	$0	$0	$0	$0	$0	$44,571	$0	$34,815	$0	$413,532	$0	$0	$0
RICHARD KURIN THRU 93019
SR. SCHOLAR & AMBASSADOR-AT-LARGE	$323,706	$0	$2,000	$0	$0	$0	$55,847	$0	$16,258	$0	$397,811	$0	$0	$0
JULISSA MARENCO
ASST SEC. FOR COMMUNICATIONS AND EXT	$237,439	$0	$25,000	$0	$0	$0	$35,406	$0	$25,533	$0	$323,378	$0	$0	$0
JUDITH LEONARD
GENERAL COUNSEL	$245,381	$0	$15,000	$0	$0	$0	$39,967	$0	$12,016	$0	$312,364	$0	$0	$0
MICHAEL MCCARTHY THRU 5521
UNDER SECRETARY FOR ADMINISTRATION	$237,697	$0	$10,000	$0	$0	$0	$18,044	$0	$17,638	$0	$283,379	$0	$0	$0
PORTER WILKINSON
CHIEF OF STAFF TO THE REGENTS	$203,911	$0	$10,000	$0	$0	$0	$29,306	$0	$24,854	$0	$268,071	$0	$0	$0
ZULLY DORR THRU 093019
DEPUTY ASST SEC. FOR ADVANCEMENT	$211,591	$0	$3,000	$0	$0	$0	$30,682	$0	$22,579	$0	$267,852	$0	$0	$0
JANICE LAMBERT
CHIEF FINANCIAL OFFICER	$218,050	$0	$10,000	$0	$0	$0	$34,467	$0	$3,840	$0	$266,357	$0	$0	$0
ROGER BRISSENDEN THRU 31321
ACTING UNDER SEC. FOR SCIENCE & RSRC	$194,204	$0	$41,758	$0	$0	$0	$9,924	$0	$17,834	$0	$263,720	$0	$0	$0
CATHY HELM
INSPECTOR GENERAL	$237,020	$0	$0	$0	$0	$0	$0	$0	$24,227	$0	$261,247	$0	$0	$0
DERON BURBA THRU 93018
CHIEF INFORMATION OFFICER	$199,227	$0	$0	$0	$0	$0	$29,266	$0	$28,300	$0	$256,793	$0	$0	$0
DOUGLAS HALL
ACTING UNDER SEC. FOR ADMINISTRATION	$188,526	$0	$34,500	$0	$0	$0	$9,928	$0	$23,744	$0	$256,698	$0	$0	$0
ERA MARSHALL THRU 93018
DIRECTOR OF EQUAL EMPLOYMENT	$191,276	$0	$35,823	$0	$0	$0	$0	$0	$20,728	$0	$247,827	$0	$0	$0
JOHN LAPIANA THRU 93018
SENIOR ADVISOR	$196,734	$0	$0	$0	$0	$0	$27,954	$0	$11,809	$0	$236,497	$0	$0	$0
NANCY BECHTOL
DIRECTOR, SMITHSONIAN FACILITIES	$199,735	$0	$0	$0	$0	$0	$28,012	$0	$1,068	$0	$228,815	$0	$0	$0
DAVID VOYLES THRU 123121
DIR OF PLANNING, MGMT & BUDGET	$189,402	$0	$5,934	$0	$0	$0	$9,834	$0	$10,039	$0	$215,209	$0	$0	$0
CHARLES ALCOCK THRU 123120
DIRECTOR, SMITHSONIAN ASTROPHYS OBSV	$159,286	$0	$0	$0	$0	$0	$22,664	$0	$972	$0	$182,922	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 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 II: COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL

NAME: CHARLES ALCOCK COMPENSATION FROM UNRELATED ORGANIZATION: 175,835 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 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 (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
MARIA MARABLE-BUNCH
WIFE OF L. BUNCH SECRETARY OF THE SMITHSONIAN INSTITUTION	$164,169	ANNUAL COMPENSATION	0
KIM BURBA
WIFE OF D. BURBA CHIEF INFORMATION OFFICER OF THE SMITHSONIAN INSTITUTION	$103,817	ANNUAL COMPENSATION	0
ROGER BRISSENDEN
FORMER KEY EMPLOYEE	$161,359	CONSULTING SERVICES	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1835	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	255	ContributionCnt
Noncash Contributions Rpt F990	$61,438,882	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1678	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1771	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	34375	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Archaeological Artifacts ArchaeologicalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	28	ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GOODS	2	$2,953	MARKET VALUE
Yes (X)	ARCHIVAL ITEMS	38	$0	MARKET VALUE
Yes (X)	ARCHIVAL LINEAR FT	1780	$0	MARKET VALUE
Yes (X)	ARCHIVAL GB	19898	$0	MARKET VALUE

Field	Value	IRS element (for citing)
Form8283 Received	68	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 (13 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: AFTER THE SMITHSONIAN INTERMITTENTLY CLOSED ITS MUSEUMS DUE TO THE COVID-19 PANDEMIC, SMITHSONIAN MUSEUMS AND THE NATIONAL ZOO RETURNED TO A TRADITIONAL SCHEDULE OF SEVEN DAYS A WEEK. IN CONJUNCTION WITH LOCAL AND NATIONAL GUIDELINES, THE MUSEUMS ADHERED TO NEW HEALTH AND SAFETY PROTOCOLS TO PROTECT AGAINST THE SPREAD OF COVID-19. IN RESPONSE TO THE ONGOING GLOBAL PANDEMIC, THE SMITHSONIAN PRIORITIZED DIGITAL APPROACHES TO EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS. THE SMITHSONIAN DEVELOPED AND CURATED THE EDUCATIONAL RESOURCES STUDENTS, TEACHERS AND CAREGIVERS NEEDED TO SUPPORT DISTANCE LEARNING. AS PART OF THOSE EFFORTS, THE SMITHSONIAN PROVIDED EDUCATIONAL INTERACTIVES, DOCUMENTS AND IN-DEPTH LESSON PLANS THAT ALIGNED WITH COMMON CORE AND NATIONAL AND STATE STANDARDS. IN NOVEMBER 2021, THE ARTS AND INDUSTRIES BUILDING OPENED TO THE PUBLIC FOR THE FIRST TIME IN NEARLY TWO DECADES WITH THE PART-EXHIBITION, PART-FESTIVAL, "FUTURES." ON VIEW UNTIL JULY 2022, "FUTURES" WAS THE FIRST AND LARGEST EXPLORATION OF THE FUTURE ON THE NATIONAL MALL, WELCOMING NEARLY 650,000 VISITORS. THE LANDMARK MUSEUM EXPERIENCE PRODUCED DIGITAL INITIATIVES THAT INVITED PEOPLE OF ALL AGES FROM ACROSS THE GLOBE TO EXPERIENCE A RADICALLY IMAGINED FUTURE. TO ENGAGE AUDIENCES WORLDWIDE, THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE (NMAAHC) LAUNCHED THE SEARCHABLE MUSEUM IN NOVEMBER 2021. THE INITIATIVE IS ONE OF THE MUSEUM'S LARGEST DIGITAL UNDERTAKINGS, USING EMERGING TECHNOLOGIES AND SCHOLARLY EXPERTISE TO BRING ONLINE EXHIBITIONS, VIRTUAL SYMPOSIA AND DIGITAL PROGRAMS TO AUDIENCES ACROSS THE GLOBE. IN JUNE 2022, THE NATIONAL MUSEUM OF THE AMERICAN LATINO OPENED THE MOLINA FAMILY LATINO GALLERY, THE FIRST GALLERY DEDICATED TO THE LATINO EXPERIENCE. HOUSED AT THE NATIONAL MUSEUM OF AMERICAN HISTORY, THE MOLINA FAMILY LATINO GALLERY GIVES THE PUBLIC A PREVIEW OF THE AMERICAN LATINO MUSEUM UNTIL THE MUSEUM OPENS. THE BILINGUAL GALLERY INCORPORATES UNIVERSAL PRINCIPLES OF INCLUSIVE DESIGN TO CREATE AN EMPOWERING VISITOR EXPERIENCE FOR THOSE WITH VARYING PHYSICAL, SENSORY AND COGNITIVE CONDITIONS. ITS FIRST EXHIBITION, "PRESENTE! A LATINO HISTORY OF THE UNITED STATES," INTRODUCES VISITORS TO KEY CONCEPTS, MOMENTS AND BIOGRAPHIES THAT ILLUMINATE U.S. LATINOS' HISTORICAL AND CULTURAL LEGACIES. AFTER A TWO-YEAR HIATUS, THE SMITHSONIAN FOLKLIFE FESTIVAL RETURNED TO THE NATIONAL MALL WITH PUBLIC PROGRAMS, CONCERTS AND EVENTS. THE FESTIVAL, WHICH RAN IN JUNE AND JULY 2022, EXPLORED THE CULTURAL TRADITIONS OF THE UNITED ARAB EMIRATES (UAE) AND THE SMITHSONIAN'S EARTH OPTIMISM PROGRAM THROUGH TWO WEEKS OF WORKSHOPS, DEMONSTRATIONS, PERFORMANCES, FAMILY ACTIVITIES AND DISCUSSION SESSIONS HIGHLIGHTING THE IMPORTANCE OF CULTURE AND COMMUNITY IN CREATING A SUSTAINABLE FUTURE. IN JULY 2022, 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.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:	RESEARCH AND COLLECTIONS: 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 AN EFFORT TO SIGNIFICANTLY INCREASE THE NUMBER OF BLACK, LATINX, ASIAN AMERICAN, LGBTQ+, INDIGENOUS AND WOMEN ARTISTS REPRESENTED IN THE NATION'S COLLECTION, THE SMITHSONIAN AMERICAN ART MUSEUM'S RENWICK GALLERY ACQUIRED MORE THAN 200 OBJECTS FROM LEADING CRAFT ARTISTS ACROSS THE U.S. THE ACQUISITIONS CAMPAIGN-WHICH COINCIDED WITH THE RENICK'S 50TH ANNIVERSARY-DEEPENS THE HISTORY OF THE STUDIO CRAFT MOVEMENT AND REINFORCES THE RELEVANCY OF NATIONAL COLLECTIONS BY COLLECTING CONTEMPORARY ARTWORKS. IN JUNE 2022, A WHOOPING CRANE-ONE OF THE MOST ENDANGERED SPECIES OF CRANES IN THE WORLD-HATCHED AT THE SMITHSONIAN CONSERVATION BIOLOGY INSTITUTE (SCBI). THROUGH THEIR RESEARCH AT THE WHOOPING CRANE BREEDING FACILITY, SCIENTISTS AT SCBI CONTINUE TO PLAY A LEADING ROLE IN THE SMITHSONIAN'S GLOBAL EFFORTS TO SAVE WILDLIFE SPECIES FROM EXTINCTION AND TRAIN FUTURE GENERATIONS OF CONSERVATIONISTS. RESEARCHERS AT THE SMITHSONIAN TROPICAL RESEARCH CENTER DISCOVERED THAT COASTAL PLANTS AND ANIMALS CAN THRIVE IN THE OPEN OCEAN BY COLONIZING PLASTIC POLLUTION. SCIENTISTS OBSERVED COASTAL SPECIES HUNDREDS OF MILES OUT TO SEA IN THE NORTH PACIFIC SUBTROPICAL GYRE, COMMONLY KNOWN AS THE "GREAT PACIFIC GARBAGE PATCH." THE DISCOVERY SHOWS PREVIOUSLY UNTHINKABLE WAYS OF ADAPTABILITY IN THE OPEN OCEAN AND POSES QUESTIONS ABOUT THE POTENTIALLY HARMFUL EFFECTS ON THE EXISTING OCEAN ECOSYSTEMS. ASTRONOMERS AT THE CENTER FOR ASTROPHYSICS REVEALED THE FIRST IMAGE OF THE SUPERMASSIVE BLACK HOLE AT THE HEART OF THE MILKY WAY GALAXY. THIS BREAKTHROUGH PROVIDES VALUABLE CLUES ABOUT THE WORKINGS OF SUCH GIANTS, WHICH ARE THOUGHT TO RESIDE AT THE CENTER OF MOST GALAXIES. IT IS THE SECOND-EVER PICTURE CAPTURED OF A BLACK HOLE. SCIENTISTS AT THE NATIONAL MUSEUM OF NATURAL HISTORY DISCOVERED A NEW EXTINCT SPECIES OF A LIZARD-LIKE REPTILE THAT INHABITED JURASSIC NORTH AMERICA ABOUT 150 MILLION YEARS AGO. THE DISCOVERY OF OPISTHIAMIMUS GREGORI HELPS COMPLETE THE EVOLUTIONARY HISTORY OF NEW ZEALAND'S LIVING TUATARA. THE RESEARCH BRINGS SCIENTISTS CLOSER TO UNDERSTANDING AN EVOLUTIONARY CHASM BETWEEN LIZARDS AND RHYNCHOCEPHALIANS, AN ORDER THAT DIVERGED FROM LIZARDS AT LEAST 230 MILLION YEARS AGO.
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. PERFORMANCES AT DISCOVERY THEATER AND SUMMER CAMPS ON THE NATIONAL MALL ARE AMONG THE PROGRAMS THAT FOSTER THE JOYS OF LEARNING FOR YOUNG PEOPLE. SMITHSONIAN ASSOCIATES HAS CONTINUED TO EXPAND ITS VIRTUAL PROGRAMMING TO INCREASE ENGAGEMENT WITH NATIONAL AND INTERNATIONAL AUDIENCES. NOTABLE GUESTS INCLUDED PRIMATOLOGIST FRANS DE WAAL, ACTOR AND WRITER KAL PENN, PULITZER-PRIZE WINNER AUTHOR GERALDINE BROOKS, BEST-SELLING AUTHOR JODI PICOULT, AND CHEFS J. KENJI LOPEZ-ALT, CHRISTOPHER KIMBALL AND PATI JINICH.
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 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 RETURN IS REVIEWED BY THE CONTROLLER OF SMITHSONIAN, THE OFFICE OF GENERAL COUNSEL, CHIEF OPERATING OFFICER AND THE SECRETARY OF THE SMITHSONIAN. THE RETURN IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. AFTER THIS REVIEW PROCESS, THE 990 IS MADE AVAILABLE TO THE FULL BOARD FOR ITS REVIEW AND COMMENT. THE AUDIT & REVIEW COMMITTEE CONDUCTS A FINAL REVIEW OF THE RETURN AT A REGULARLY SCHEDULED COMMITTEE MEETING 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 OF 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 REGENT'S 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 XI, LINE 9:	PROCEEDS FROM SALES OF COLLECTIONS -109,682.
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	BLACKBIR D 1846 ENERGY FUND GP LP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	EXCLUDED	PredominantIncomeTypeTxt
Share Of Total Income	-$55,448	ShareOfTotalIncomeAmt
Share Of EOY Assets	$981,419	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd
Ownership	1.00000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 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	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	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)
REVETAS SIV I LP
				INVESTMENTS			C	Yes (1)	1 ROYAL PLAZA ROYAL AVENUE ST	PETER PORT	GK	GY1 2HL	GK	REVETAS GP II LIMITED	$192,252	$2,993,966	1.00000
FOUNDATION CREDIT OPPORTUNITIES OFFSHORE LTD
				INVESTMENTS		N/A	T	Yes (1)	PO BOX 309 UGLAND HOUSE	GRAND CAYMAN	CJ	KY1-1104	CJ		-$3,918,483	$17,832,573	0.97000

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	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd