SMITHSONIAN INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SMITHSONIAN INSTITUTE (EIN 53-0206027)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-12
IRS object ID: 202202249349301675
Schema version: 2020v4.2
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	2022-08-12T10:36:35-05:00	ReturnTs
Tax Period End	2021-09-30	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	2020-10-01	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	JANICE LAMBERT	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	2026331000	PhoneNum
Signature	2022-08-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JANICE	PersonFirstNm
Person Last	LAMBERT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW ROE	PreparerPersonNm
PTIN	P01876391	PTIN
Phone	7032868000	PhoneNum
Preparation	2022-08-10	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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	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	$2,200,967,631	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	6829	TotalEmployeeCnt
Total Volunteers	1711	TotalVolunteersCnt
Total Gross UBI	$8,759,246	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,308,610,079	PYContributionsGrantsAmt
CY Contributions Grants	$1,527,783,787	CYContributionsGrantsAmt
PY Program Service Revenue	$70,900,273	PYProgramServiceRevenueAmt
CY Program Service Revenue	$72,854,595	CYProgramServiceRevenueAmt
PY Investment Income	$138,930,823	PYInvestmentIncomeAmt
CY Investment Income	$173,911,340	CYInvestmentIncomeAmt
PY Other Revenue	$43,158,810	PYOtherRevenueAmt
CY Other Revenue	$30,214,261	CYOtherRevenueAmt
PY Total Revenue	$1,561,599,985	PYTotalRevenueAmt
CY Total Revenue	$1,804,763,983	CYTotalRevenueAmt
PY Grants And Similar Paid	$15,999,050	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$15,009,433	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$740,009,927	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$735,501,143	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$2,351,761	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,928,096	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$60,704,432	CYTotalFundraisingExpenseAmt
PY Other Expenses	$635,654,155	PYOtherExpensesAmt
CY Other Expenses	$663,681,466	CYOtherExpensesAmt
PY Total Expenses	$1,394,014,893	PYTotalExpensesAmt
CY Total Expenses	$1,416,120,138	CYTotalExpensesAmt
PY Revenues Less Expenses	$167,585,092	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$388,643,845	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,053,364,633	TotalAssetsBOYAmt
Total Assets EOY	$7,059,162,886	TotalAssetsEOYAmt
Total Liabilities BOY	$1,416,385,130	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,563,199,727	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,636,979,503	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,495,963,159	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	$344,149,517	ExpenseAmt
Grant	$3,283,361	GrantAmt
Revenue	$38,832,807	RevenueAmt
Desc	EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$558,341,782	ExpenseAmt
Grant	$11,726,072	GrantAmt
Revenue	$35,691,873	RevenueAmt
Desc	RESEARCH AND COLLECTIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$63,709,805	ExpenseAmt
Revenue	$9,023,742	RevenueAmt
Desc	MEMBERSHIP (SEE SCHEDULE O)	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$966,201,104	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	0	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	3155	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6829	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	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	2026337167	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (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 MICHAEL R PENCE
REGENT (CONCLUDED JAN 2021)	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE KAMALA D HARRIS
REGENT (COMMENCE JAN 2021)	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 (COMMENCE FEB 2021)	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE PATRICK J LEAHY
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE DAVID PERDUE
REGENT (CONCLUDED JAN 2021)	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE DORIS MATSUI
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE LUCILLE ROYBAL-ALLARD
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE JOHN SHIMKUS
REGENT (CONCLUDED JAN 2021)	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE ADRIAN SMITH
REGENT (COMMENCE APR 2021)	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE BARBARA M BARRETT
REGENT (COMMENCE JUNE 2021)	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 MICHAEL 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 (CONCLUDED JAN 2021)	2.00	0.00	Yes (X)	$0	$0	$0
MR DAVID M RUBENSTEIN
REGENT	7.00	0.00	Yes (X)	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	50.00	0.00		$726,156	$0	$64,311	Yes (X)
MICHAEL MCCARTHY
UNDER SECRETARY FOR ADMINISTRATION	50.00	0.00		$357,033	$0	$75,192	Yes (X)
JUDITH LEONARD
GENERAL COUNSEL	50.00	0.00		$250,021	$0	$45,957	Yes (X)
CATHY HELM
INSPECTOR GENERAL	50.00	0.00		$223,061	$0	$23,368	Yes (X)
MEROE PARK
DEPUTY SECRETARY & COO	50.00	0.00		$448,911	$0	$41,426	Yes (X)
PORTER WILKINSON
CHIEF OF STAFF - REGENTS	50.00	0.00		$221,143	$0	$30,276	Yes (X)
DOUGLAS HALL
ACTING UNDER SECRETARY FOR ADMINISTRATION	50.00	0.00		$200,916	$0	$31,213	Yes (X)
AMY CHEN
CHIEF INVESTMENT OFFICER	50.00	0.00		$673,679	$0	$40,712		Yes (X)
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	50.00	0.00		$392,559	$0	$76,830		Yes (X)
ELLEN STOFAN
DIRECTOR, NATIONAL AIR AND SPACE MUSEUM	50.00	0.00		$288,132	$0	$74,793		Yes (X)
KEVIN GOVER
ACTING UNDER SECRETARY FOR MUSEUMS & CULTURE	50.00	0.00		$301,673	$0	$66,038		Yes (X)
JULISSA MARENCO
ASST. SECRETARY FOR COMMUNICATIONS AND EXTERNAL AF	50.00	0.00		$239,927	$0	$58,889		Yes (X)
ROGER BRISSENDEN
ACTING UNDER SECRETARY FOR SCIENCE & RESEARCH	50.00	0.00		$241,512	$0	$31,217		Yes (X)
NANCY BECHTOL
DIRECTOR, SMITHSONIAN FACILITIES	50.00	0.00		$198,366	$0	$27,577		Yes (X)
CHARLES ALCOCK
DIRECTOR, SMITHSONIAN ASTROPHYSICAL OBSERVATORY	50.00	0.00		$158,371	$0	$20,656		Yes (X)
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	50.00	0.00		$501,299	$0	$63,489		Yes (X)
JEFFREY SMITH
INVESTMENT OFFICER	50.00	0.00		$615,259	$0	$60,442			Yes (X)
MICHAEL GIOVENCO
INVESTMENT OFFICER	50.00	0.00		$530,390	$0	$32,656			Yes (X)
RYAN DOTSON
INVESTMENT OFFICER	50.00	0.00		$472,123	$0	$55,032			Yes (X)
JOHN DAVIS
INTERIM DIRECTOR, COOPER HEWITT	50.00	0.00		$417,958	$0	$62,325			Yes (X)
MELISSA CHIU
DIRECTOR, HIRSHHORN MUSEUM & SCULPTURE GARDEN	50.00	0.00		$405,663	$0	$75,376			Yes (X)
RICHARD KURIN
SR. SCHOLAR AND AMBASSADOR-AT-LARGE	50.00	0.00		$335,295	$0	$63,463				Yes (X)
ERA MARSHALL
DIRECTOR OF EQUAL EMPLOYMENT & SUPPLIER DIVERSITY	50.00	0.00		$225,054	$0	$20,031				Yes (X)
ZULLY DORR
DEPUTY ASSISTANT SECRETARY FOR ADVANCEMENT	50.00	0.00		$211,155	$0	$51,649				Yes (X)
DERON BURBA
CHIEF INFORMATION OFFICER	50.00	0.00		$202,284	$0	$56,222				Yes (X)
JOHN LAPIANA
SENIOR ADVISOR	50.00	0.00		$199,854	$0	$37,675				Yes (X)
DAVID VOYLES
DIRECTOR OF PLANNING, MGMT AND BUDGET	50.00	0.00		$196,143	$0	$17,338				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,233,937	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,304,153	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1725	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	$8,599,481
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	$41,540	FederatedCampaignsAmt
Membership Dues	$26,150,117	MembershipDuesAmt
Fundraising	$137,934	FundraisingAmt
Related Organizations	$313,659	RelatedOrganizationsAmt
Government Grants	$1,128,227,740	GovernmentGrantsAmt
All Other Contributions	$372,912,797	AllOtherContributionsAmt
Noncash Contributions	$14,415,001	NoncashContributionsAmt
Total Contributions	$1,527,783,787	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
VISITORS/MEMBERS/EMPLO	900099	$39,058,229	$39,058,229
SUBSCRIPTIONS-MAGAZINE	511120	$27,600,665	$27,600,665
TOURS/CLASSES	900099	$4,446,029	$4,439,789	$6,240
TRAVELING EXHIBITIONS	712110	$1,121,053	$1,121,053
THEATER INCOME	512131	$628,619	$628,619

Field	Value	IRS element (for citing)
Total Program Service Revenue	$72,854,595	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,187,982	TotalRevenueColumnAmt
Unrelated Business Revenue	$137,334	UnrelatedBusinessRevenueAmt
Exclusion	$11,050,648	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,307,816	TotalRevenueColumnAmt
Exclusion	$12,307,816	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$6,787,713	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$5,934,087	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$853,626	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$853,626	TotalRevenueColumnAmt
Unrelated Business Revenue	$753,257	UnrelatedBusinessRevenueAmt
Exclusion	$100,369	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$545,745,690	SecuritiesAmt
Other	$1,369,676	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$384,392,008	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$161,353,682	SecuritiesAmt
Other	$1,369,676	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$162,723,358	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,369,676	RelatedOrExemptFuncIncomeAmt
Exclusion	$161,353,682	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$29,196	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$137,934	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$169,183	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$139,987	TotalRevenueColumnAmt
Exclusion	-$139,987	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$12,429,903	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$5,708,370	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,721,533	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,721,533	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MAG/WEBSITE ADVERTISIN	541800	$7,214,096	-$443,867	$7,657,963
INTERCOMPANY REVENUE	900099	$3,254,889	$3,050,437	$204,452
MISCELLANEOUS REVENUE	900099	$2,288	$2,288

Field	Value	IRS element (for citing)
Other Revenue Total	$10,471,273	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,804,763,983	TotalRevenueColumnAmt
Related Or Exempt Func Income	$83,548,422	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,759,246	UnrelatedBusinessRevenueAmt
Exclusion	$184,672,528	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$247,353	TotalAmt
Program Services	$247,353	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$11,810,520	TotalAmt
Program Services	$11,810,520	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,951,560	TotalAmt
Program Services	$2,951,560	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,699,235	TotalAmt
Program Services	$2,934,444	ProgramServicesAmt
Management And General	$4,295,402	ManagementAndGeneralAmt
Fundraising	$469,389	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,616,163	TotalAmt
Management And General	$1,616,163	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$540,853,399	TotalAmt
Program Services	$421,418,733	ProgramServicesAmt
Management And General	$90,584,736	ManagementAndGeneralAmt
Fundraising	$28,849,930	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$74,093,777	TotalAmt
Program Services	$31,273,191	ProgramServicesAmt
Management And General	$42,820,586	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$72,622,988	TotalAmt
Program Services	$26,044,590	ProgramServicesAmt
Management And General	$43,011,959	ManagementAndGeneralAmt
Fundraising	$3,566,439	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$38,615,581	TotalAmt
Program Services	$14,325,857	ProgramServicesAmt
Management And General	$24,254,459	ManagementAndGeneralAmt
Fundraising	$35,265	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$347,534	TotalAmt
Program Services	$213,032	ProgramServicesAmt
Management And General	$129,202	ManagementAndGeneralAmt
Fundraising	$5,300	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,246,043	TotalAmt
Management And General	$1,236,815	ManagementAndGeneralAmt
Fundraising	$9,228	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,928,096	TotalAmt
Fundraising	$1,928,096	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,234,653	TotalAmt
Management And General	$3,234,653	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$120,594,318	TotalAmt
Program Services	$75,524,834	ProgramServicesAmt
Management And General	$34,457,644	ManagementAndGeneralAmt
Fundraising	$10,611,840	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,378,654	TotalAmt
Program Services	$1,511,376	ProgramServicesAmt
Management And General	$291,354	ManagementAndGeneralAmt
Fundraising	$575,924	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,414,848	TotalAmt
Program Services	$25,148,140	ProgramServicesAmt
Management And General	$8,864,172	ManagementAndGeneralAmt
Fundraising	$8,402,536	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$43,791,018	TotalAmt
Program Services	$7,851,005	ProgramServicesAmt
Management And General	$34,559,237	ManagementAndGeneralAmt
Fundraising	$1,380,776	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$360,282	TotalAmt
Program Services	$360,282	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$157,695,520	TotalAmt
Program Services	$117,329,399	ProgramServicesAmt
Management And General	$38,319,047	ManagementAndGeneralAmt
Fundraising	$2,047,074	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,415,554	TotalAmt
Program Services	$3,440,335	ProgramServicesAmt
Management And General	$136,818	ManagementAndGeneralAmt
Fundraising	-$161,599	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,177,002	TotalAmt
Program Services	$913,186	ProgramServicesAmt
Management And General	$1,128,318	ManagementAndGeneralAmt
Fundraising	$135,498	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,911,571	TotalAmt
Program Services	$6,911,571	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$168,501,285	TotalAmt
Program Services	$140,277,320	ProgramServicesAmt
Management And General	$27,971,213	ManagementAndGeneralAmt
Fundraising	$252,752	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,898,731	TotalAmt
Program Services	$740,271	ProgramServicesAmt
Management And General	$1,158,408	ManagementAndGeneralAmt
Fundraising	$52	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIPMENT	$43,400,426	$22,821,904	$20,361,078	$217,444
PROGRAM PRODUCTION	$34,528,193	$20,839,148	$11,310,961	$2,378,084
RESEARCH/SUBCONTRACT	$30,876,378	$30,874,299	$1,675	$404

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$90,544	TotalAmt
Program Services	$438,754	ProgramServicesAmt
Management And General	-$529,298	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,416,120,138	TotalAmt
Program Services	$966,201,104	ProgramServicesAmt
Management And General	$389,214,602	ManagementAndGeneralAmt
Fundraising	$60,704,432	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$886,734,458	BOYAmt
EOY	$844,451,216	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$132,486,826	BOYAmt
EOY	$63,712,426	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$174,700,566	BOYAmt
EOY	$384,207,924	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$35,118,164	BOYAmt
EOY	$14,015,641	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$12,284,919	BOYAmt
EOY	$10,864,725	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,827,545	BOYAmt
EOY	$5,422,180	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,536,015,262	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,767,716,105	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,740,772,945	BOYAmt
EOY	$2,768,299,157	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$296,159,722	BOYAmt
EOY	$14,017,884	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,751,236,768	BOYAmt
EOY	$2,834,308,164	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$110,422,301	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$16,042,720	BOYAmt
EOY	$9,441,268	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,053,364,633	BOYAmt
EOY	$7,059,162,886	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$295,826,945	BOYAmt
EOY	$272,879,396	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$677,540,432	BOYAmt
EOY	$730,285,978	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$94,604,197	BOYAmt
EOY	$92,743,241	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$296,744,908	BOYAmt
EOY	$419,570,713	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$51,668,648	BOYAmt
EOY	$47,720,399	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,416,385,130	BOYAmt
EOY	$1,563,199,727	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	$2,655,815,646	BOYAmt
EOY	$2,805,038,537	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,981,163,857	BOYAmt
EOY	$2,690,924,622	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,636,979,503	BOYAmt
EOY	$5,495,963,159	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,053,364,633	BOYAmt
EOY	$7,059,162,886	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$388,643,845	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$477,058,901	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$6,719,090	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	$1,174,926,626	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,192,108,664	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,292,933,360	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,308,610,079	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,527,783,787	CurrentTaxYearAmt
Total	$6,496,362,516	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,174,926,626	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,192,108,664	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,292,933,360	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,308,610,079	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,527,783,787	CurrentTaxYearAmt
Total	$6,496,362,516	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$66,577,374	SubstantialContributorsTotAmt
Public Support Total170	$6,429,785,142	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$36,693,083	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$40,028,926	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,511,011	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,186,345	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,349,424	CurrentTaxYearAmt
Total	$174,768,789	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$6,671,131,305	TotalSupportAmt
Gross Receipts Rltd Activities	$642,871,136	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.96380	PublicSupportCY170Pct
Public Support PY170	0.97190	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,368,754,997	BeginningYearBalanceAmt
Contributions	$42,062,815	ContributionsAmt
Investment Earnings Or Losses	$166,875,266	InvestmentEarningsOrLossesAmt
Other Expenditures	$71,427,379	OtherExpendituresAmt
Administrative Expenses	$4,106,359	AdministrativeExpensesAmt
End Year Balance	$1,502,159,340	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.41300	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.23430	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.35270	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	$4,283,965,354	OtherCostOrOtherBasisAmt
Depreciation	$2,309,386,140	DepreciationAmt
Book Value	$1,974,579,214	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$132,998,684	OtherCostOrOtherBasisAmt
Depreciation	$91,097,356	DepreciationAmt
Book Value	$41,901,328	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$454,313,772	OtherCostOrOtherBasisAmt
Depreciation	$367,232,609	DepreciationAmt
Book Value	$87,081,163	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$631,918,996	OtherCostOrOtherBasisAmt
Book Value	$631,918,996	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,768,299,157	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SECURITIES-ENDOWMENT CONSOLIDATED	$2,505,394,087	F
SECURITIES-SHORT-TERM	$274,924,929	F
SECURITIES-GIFT ANNUITY PROGRAM	$27,237,852	F
SECURITIES-ACCRUED ENDOWMENT	$25,769,642	F
SECURITIES-ENDOWMENT US TREAS	$998,750	F
ACCRUED INTEREST-CONSOLIDATED	-$17,096	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,834,308,164	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
ESTIMATED REMEDIATION OBLIGATION	$46,649,154
ACCTS. PAY-CANCELLED APPROP.	$343,537
OTHER LIABILITIES	$727,708

Field	Value	IRS element (for citing)
Total Liability	$47,720,399	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,394,103,142	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$477,058,901	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$9,232,489	DonatedServicesAndUseFcltsAmt
Other Revenue	$100,404,869	OtherRevenueAmt
Revenue Not Reported	$586,696,259	RevenueNotReportedAmt
Revenue Subtotal	$1,807,406,883	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,234,653	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$5,877,553	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$2,642,900	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,804,763,983	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,535,119,485	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$9,232,489	DonatedServicesUseFcltsAmt
Expenses Not Reported	$9,232,489	ExpensesNotReportedAmt
Expenses Subtotal	$1,525,886,996	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,234,653	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$113,001,511	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$109,766,858	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,416,120,138	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 107,123,958. GAIN ON SALE OF REAL ESTATE 373,807. CHANGES IN NET OTHER ASSET OF RELATED ORG -7,092,896.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT FUNDRAISING EXP -169,183. DIRECT EXPENSES COGS -5,708,370.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	IMPUTED REVENUE -107,123,958. DIRECT FUNDRAISING EXP -169,183. DIRECT EXPENSES COGS -5,708,370.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
ASIA	ACADEMIC APPOINTMENT STIPENDS	$491,620
SUB-SAHARAN-AFRICA	ACADEMIC APPOINTMENT STIPENDS	$115,275
NORTH AMERICA (CANADA & MEXICO ONLY)	ACADEMIC APPOINTMENT STIPENDS	$264,615
NORTH AMERICA	ACADEMIC APPOINTMENT STIPENDS	$405,477
SOUTH AMERICA	ACADEMIC APPOINTMENT STIPENDS	$887,814
EUROPE (INCLUDING ICELAND AND GREENLAND)	ACADEMIC APPOINTMENT STIPENDS	$671,637
RUSSIA AND NEIGHBORING STATES	ACADEMIC APPOINTMENT STIPENDS	$50,000
AUSTRALIA	ACADEMIC APPOINTMENT STIPENDS	$65,120
ASIA	PROGRAM SERVICES	$80,676	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
SUB-SAHARAN-AFRICA	PROGRAM SERVICES	$149,963	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
NORTH AMERICA (CANADA & MEXICO ONLY)	PROGRAM SERVICES	$5,637	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	$56,944	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
NORTH AMERICA	PROGRAM SERVICES	$96,969	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
SOUTH AMERICA	PROGRAM SERVICES	$32,223	TRAVEL, RELATED TO RESEARCH, CONFERENCES AND TRAINING
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$1,148,427,261
NORTH AMERICA	INVESTMENTS	$5,512,726
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	$132,592,725
SUB-SAHARAN AFRICA	INVESTMENTS	$44,497,357

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$2,951,558	SubtotalSpentAmt
Continuation Spent	$1,331,452,481	ContinuationSpentAmt
Total Spent	$1,334,404,039	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	SUB-SAHARAN-AFRICA	RegionTxt
Purpose Of Grant	ACADEMIC APPOINTMENT STIPENDS	PurposeOfGrantTxt
Cash Grant	$54,400	CashGrantAmt
Manner Of Cash Disbursement	DIRECT DEPOSIT AND CHECKS	MannerOfCashDisbursementTxt

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

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Valuation Method UsedValuationMethodUsedDesc
ACADEMIC APPOINTMENT STIPENDS	ASIA	22	$491,620	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	SUB-SAHARAN-AFRICA	6	$60,875	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	NORTH AMERICA (CANADA & MEXICO ONLY)	19	$264,615	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	NORTH AMERICA	54	$405,477	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	SOUTH AMERICA	53	$887,814	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	EUROPE (INCLUDING ICELAND AND GREENLAND)	36	$671,637	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	RUSSIA AND NEIGHBORING STATES	1	$50,000	DIRECT DEPOSIT AND CHECKS	ACCRUAL
ACADEMIC APPOINTMENT STIPENDS	AUSTRALIA	2	$65,120	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 FELLOWSHIPS 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 FUNDRAISER. NONE OF THESE FUNDRAISERS 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 (7 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	$597,488	-$597,488
BLACKBAUD INC
P O BOX 930256	ATLANTA	GA	311930256	FUNDRAISING CONSULTANT	0	$0	$38,543	-$38,543
COMMUNITY COUNSELLING SERVICE CO LLC
461 5TH AVENUE	NEW YORK	NY	10017	FUNDRAISING CONSULTANT	0	$0	$461,029	-$461,029
GRENZEBACH GLIER & ASSOCIATES INC
200 SOUTH MICHIGAN AVE SUITE 2100	CHIGAGO	IL	606042473	MARKETING CONSULTANT	0	$0	$242,520	-$242,520
JOHN BROWN LIMITED INC
4916 CRESTWOOD DRIVE	WACO	TX	78710	FUNDRAISING CONSULTANT	0	$0	$13,047	-$13,047
PUBLIC INTEREST COMMUNICATION INC
7700 LEESBURG PIKE	FALLS CHURCH	VA	22043	FUNDRAISING CONSULTANT	0	$0	$5,918	-$5,918
SD&A TELESERVICES INC
101 CONTINENTAL BLVD	EL SEGUNDO	GA	902454515	TELEMARKETING SERVICES	0	$0	$75,827	-$75,827

Field	Value	IRS element (for citing)
Total Retained By Contractors	$1,434,372	TotalRetainedByContractorsAmt
Total Net To Organization	-$1,434,372	TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	NDA AWARD DINNER	Event1Nm
Other Direct Expenses Event1	$100,000	OtherDirectExpensesEvent1Amt
Event2	ANNUAL FUNDRAISING GALA	Event2Nm
Other Direct Expenses Event2	$56,975	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$167,130	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$137,934	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$29,196	GrossRevenueOtherEventsAmt
Entertainment Other Events	$189	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$12,019	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$167,130	GrossReceiptsTotalAmt
Charitable Contributions Tot	$137,934	CharitableContributionsTotAmt
Gross Revenue Total Events	$29,196	GrossRevenueTotalEventsAmt
Entertainment Total Events	$189	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$168,994	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$169,183	DirectExpenseSummaryEventsAmt
Net Income Summary	-$139,987	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 (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
OLD DOMINION UNIVERSITY
ROLLINS HALL 2003A	NORFOLK	VA	235290001	546000884	501(C)(3)	$55,000	ACADEMIC APPT. STIPENDS
QUEENS COLLEGE FOUNDATION INC
65-30 KISSENA BLVD FL 13 STE 1306	FLUSHING	NY	113671575	116080521	501(C)(3)	$35,000	ACADEMIC APPT. STIPENDS
OHIO STATE UNIV RESEARCH FDN
1960 KENNY ROAD	COLUMBUS	OH	432101063	316401599	501(C)(3)	$27,550	ACADEMIC APPT. STIPENDS
UNIVERSITY OF MARYLAND AT COLL
4500 CAMPUS DRIVE	COLLEGE PARK	MD	207420001	526002033	501(C)(3)	$27,351	ACADEMIC APPT. STIPENDS
CALDWELL COUNTY SCHOOLS
1914 HICKORY BLVD SW	LENOIR	NC	286456404	566000998	501(C)(3)	$20,950	ACADEMIC APPT. STIPENDS
MARLBORO COUNTY SCHOOL DISTRIC
122 BROAD STREET	BENNETTSVILLE	SC	295120947	576000387	501(C)(3)	$15,500	ACADEMIC APPT. STIPENDS
BURKE COUNTY PUBLIC SCHOOLS
700 E PARKER ROAD	MORGANTON	NC	286556762	560935935	501(C)(3)	$14,450	ACADEMIC APPT. STIPENDS
POLK COUNTY BOARD OF EDUCATION
125 E MILLS STREET	COLUMBUS	NC	287220638	566001098	501(C)(3)	$8,725	ACADEMIC APPT. STIPENDS
REGENTS OF THE UNIVERSITY OF M
106 PLEASANT STREET SE	MINNEAPOLIS	MN	55455	416007513	501(C)(3)	$8,320	ACADEMIC APPT. STIPENDS
COUNTY OF ALEXANDER
700 LILEDOUN ROAD	TAYLORSVILLE	NC	286810250	566000984	501(C)(3)	$8,100	ACADEMIC APPT. STIPENDS
ORANGEBURG COUNTY SCHOOL DISTR
102 FOUNDERS CT	ORANGEBURG	SC	291182087	833861927	501(C)(3)	$7,625	ACADEMIC APPT. STIPENDS
NOVOGENE CORPORATION INC
8801 FOLSOM BLVD SUITE 290	SACRAMENTO	CA	958264534	472149437	501(C)(3)	$5,964	ACADEMIC APPT. STIPENDS

Field	Value	IRS element (for citing)
Total501c3 Org	12	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ACADEMIC APPOINTMENT STIPENDS	GrantTypeTxt
Recipient	969	RecipientCnt
Cash Grant	$11,810,520	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
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 (27 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
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	$720,822	$0	$0	$0	$5,334	$0	$41,565	$0	$22,746	$0	$790,467	$0	$0	$0
AMY CHEN
CHIEF INVESTMENT OFFICER	$271,816	$0	$400,097	$0	$1,766	$0	$39,345	$0	$1,367	$0	$714,391	$0	$0	$0
JEFFREY SMITH
INVESTMENT OFFICER	$188,862	$0	$426,124	$0	$273	$0	$27,220	$0	$33,222	$0	$675,701	$0	$0	$0
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	$346,335	$0	$153,396	$0	$1,568	$0	$41,565	$0	$21,924	$0	$564,788	$0	$0	$0
MICHAEL GIOVENCO
INVESTMENT OFFICER	$164,604	$0	$365,573	$0	$213	$0	$21,528	$0	$11,128	$0	$563,046	$0	$0	$0
RYAN DOTSON
INVESTMENT OFFICER	$137,886	$0	$334,113	$0	$124	$0	$19,082	$0	$35,950	$0	$527,155	$0	$0	$0
MEROE PARK
DEPUTY SECRETARY & COO	$448,019	$0	$0	$0	$892	$0	$39,773	$0	$1,653	$0	$490,337	$0	$0	$0
MELISSA CHIU
DIRECTOR, HIRSHHORN MUSEUM & SCULPTU	$399,997	$0	$5,000	$0	$666	$0	$41,565	$0	$33,811	$0	$481,039	$0	$0	$0
JOHN DAVIS
INTERIM DIRECTOR, COOPER HEWITT	$406,164	$0	$10,000	$0	$1,794	$0	$41,565	$0	$20,760	$0	$480,283	$0	$0	$0
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	$380,816	$0	$10,000	$0	$1,743	$0	$41,565	$0	$35,265	$0	$469,389	$0	$0	$0
MICHAEL MCCARTHY
UNDER SECRETARY FOR ADMINISTRATION	$336,207	$0	$20,000	$0	$826	$0	$41,565	$0	$33,627	$0	$432,225	$0	$0	$0
RICHARD KURIN
SR. SCHOLAR AND AMBASSADOR-AT-LARGE	$318,493	$0	$10,000	$0	$6,802	$0	$48,060	$0	$15,403	$0	$398,758	$0	$0	$0
KEVIN GOVER
ACTING UNDER SECRETARY FOR MUSEUMS &	$292,793	$0	$5,000	$0	$3,880	$0	$41,565	$0	$24,473	$0	$367,711	$0	$0	$0
ELLEN STOFAN
DIRECTOR, NATIONAL AIR AND SPACE MUS	$281,732	$0	$5,000	$0	$1,400	$0	$41,565	$0	$33,228	$0	$362,925	$0	$0	$0
JULISSA MARENCO
ASST. SECRETARY FOR COMMUNICATIONS A	$232,577	$0	$7,000	$0	$350	$0	$34,559	$0	$24,330	$0	$298,816	$0	$0	$0
JUDITH LEONARD
GENERAL COUNSEL	$240,210	$0	$5,000	$0	$4,811	$0	$34,559	$0	$11,398	$0	$295,978	$0	$0	$0
ROGER BRISSENDEN
ACTING UNDER SECRETARY FOR SCIENCE &	$216,512	$0	$25,000	$0	$0	$0	$9,721	$0	$21,496	$0	$272,729	$0	$0	$0
ZULLY DORR
DEPUTY ASSISTANT SECRETARY FOR ADVAN	$210,405	$0	$750	$0	$0	$0	$30,271	$0	$21,378	$0	$262,804	$0	$0	$0
DERON BURBA
CHIEF INFORMATION OFFICER	$196,474	$0	$5,000	$0	$810	$0	$28,079	$0	$28,143	$0	$258,506	$0	$0	$0
PORTER WILKINSON
CHIEF OF STAFF - REGENTS	$210,946	$0	$10,000	$0	$197	$0	$29,093	$0	$1,183	$0	$251,419	$0	$0	$0
CATHY HELM
INSPECTOR GENERAL	$223,061	$0	$0	$0	$0	$0	$0	$0	$23,368	$0	$246,429	$0	$0	$0
ERA MARSHALL
DIRECTOR OF EQUAL EMPLOYMENT & SUPPL	$215,054	$0	$10,000	$0	$0	$0	$0	$0	$20,031	$0	$245,085	$0	$0	$0
JOHN LAPIANA
SENIOR ADVISOR	$193,686	$0	$5,000	$0	$1,168	$0	$26,472	$0	$11,203	$0	$237,529	$0	$0	$0
DOUGLAS HALL
ACTING UNDER SECRETARY FOR ADMINISTR	$188,416	$0	$12,500	$0	$0	$0	$9,823	$0	$21,390	$0	$232,129	$0	$0	$0
NANCY BECHTOL
DIRECTOR, SMITHSONIAN FACILITIES	$196,446	$0	$749	$0	$1,171	$0	$26,511	$0	$1,066	$0	$225,943	$0	$0	$0
DAVID VOYLES
DIRECTOR OF PLANNING, MGMT AND BUDGE	$191,076	$0	$5,067	$0	$0	$0	$7,625	$0	$9,713	$0	$213,481	$0	$0	$0
CHARLES ALCOCK
DIRECTOR, SMITHSONIAN ASTROPHYSICAL	$156,729	$0	$0	$0	$1,642	$0	$19,759	$0	$897	$0	$179,027	$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: $171,320 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	RetiredRetiredAmt	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)	$19,180,749	$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

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARIA MARABLE-BUNCH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	WIFE OF L. BUNCH SECRETARY OF THE SMITHSONIAN INSTITUTION	RelationshipDescriptionTxt
Transaction	$165,105	TransactionAmt
Transaction	ANNUAL COMPENSATION	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1843	ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	306	ContributionCnt
Noncash Contributions Rpt F990	$13,292,940	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	545	ContributionCnt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1967	ContributionCnt

Scientific Specimens ScientificSpecimensGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5306	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	22	$977,471	MARKET VALUE
Yes (X)	ARCHIVAL ITEMS	2026	$0
Yes (X)	ARCHIVAL LINEAR FT	478	$0
Yes (X)	ARCHIVAL GB	3713	$0

Field	Value	IRS element (for citing)
Form8283 Received	56	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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 (14 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 CLOSED ITS MUSEUMS DUE TO THE COVID-19 PANDEMIC IN MARCH 2020, ALL 19 MUSEUMS RE-OPENED TO THE PUBLIC ON ADJUSTED SCHEDULES STARTING IN MAY 2021. 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 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 PARTNERED WITH PBS LEARNINGMEDIA TO BRING LEARNING-READY CONTENT TO PRE-K12 EDUCATORS NATIONWIDE. THE SMITHSONIAN PROVIDED EDUCATIONAL INTERACTIVES, DOCUMENTS AND IN-DEPTH LESSON PLANS THAT ALIGNED WITH COMMON CORE AND NATIONAL AND STATE STANDARDS. AT THE END OF 2020, THE SMITHSONIAN HOSTED "24 HOURS IN A TIME OF CHANGE," A DAY-LONG VIRTUAL PROGRAM CENTERED AROUND CONTEMPORARY ISSUES SUCH AS RACIAL INJUSTICE AND THE COVID-19 PANDEMIC. THE PROGRAM ENCOURAGED A NATIONAL DIALOGUE BY INVITING THE PUBLIC TO REFLECT ON AND SHARE THEIR PERSONAL EXPERIENCES OF 2020. IN ADDITION TO DIGITAL CONVERSATIONS, TEN SMITHSONIAN MUSEUMS AND CENTERS HOSTED A SERIES OF VIRTUAL RECORDED AND LIVE PROGRAMS. TO EXPAND PUBLIC UNDERSTANDING OF AND APPRECIATION FOR PORTRAITURE, THE NATIONAL PORTRAIT GALLERY COMMENCED A NATIONWIDE TOUR OF THE ICONIC OBAMA PORTRAITS BY ARTISTS AMY SHERALD AND KEHINDE WILEY. THE TOUR, WHICH BEGAN IN JUNE 2021, INCLUDES STOPS IN BROOKLYN, LOS ANGELES, ATLANTA, AND HOUSTON. DURING ITS STOP IN ILLINOIS, THE TOUR CONSISTENTLY BROKE DAILY ATTENDANCE RECORDS FOR THE ART INSTITUTE OF CHICAGO. THE SMITHSONIAN LAUNCHED A NEW RACE INITIATIVE, "OUR SHARED FUTURE: RECKONING WITH OUR RACIAL PAST" WITH A VIRTUAL FORUM IN AUG. 2021. THE VIRTUAL EVENT BROUGHT TOGETHER NATIONAL THOUGHT LEADERS AND SMITHSONIAN EXPERTS TO ENCOURAGE A PUBLIC DIALOGUE ABOUT HOW AMERICANS UNDERSTAND, EXPERIENCE AND CONFRONT RACISM. THE EVENT TOUCHED ON SIX MAIN THEMES: RACE AND WELLNESS; RACE AND WEALTH; RACE AND PLACE; RACE, POLICY AND ETHICS; RACE BEYOND THE U.S.; AND RACE, ARTS AND AESTHETICS. IN SEPT. 2021, THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE OPENED THE EXHIBIT, "MAKE GOOD THE PROMISES: RECONSTRUCTION AND ITS LEGACIES." THE LANDMARK EXHIBITION EXAMINES WHAT HISTORIANS CONSIDER TO BE THE LEAST STUDIED PERIOD IN AMERICAN HISTORY. "MAKE GOOD THE PROMISES" FEATURES MORE THAN 175 OBJECTS, 300 IMAGES AND 14 MEDIA PROGRAMS EXPLORING THE PERIOD AND ITS ONGOING IMPACT ON AMERICA TODAY.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:	RESEARCH AND COLLECTIONS: THE SMITHSONIAN'S COLLECTIONS OF NEARLY 156 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 146 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. AS PART OF THE SMITHSONIAN'S COLLECTION EFFORTS SURROUNDING THE HISTORIC EVENTS OF 2020, THE NATIONAL MUSEUM OF AMERICAN HISTORY ANNOUNCED THE ACQUISITION OF MATERIALS CONNECTED WITH THE FIRST-KNOWN DOSES OF FDA-APPROVED COVID-19 VACCINE ADMINISTERED IN THE U.S. THE ACQUISITION INCLUDED THE VIAL THAT CONTAINED THE FIRST DOSES OF APPROVED VACCINE DISPENSED IN THE U.S., AS WELL AS OBJECTS RELATED TO VACCINE DISTRIBUTION. IN AUGUST 2021, TWO SCIMITAR-HORNED ORYX CALVES WERE BORN AS THE RESULT OF ARTIFICIAL INSEMINATION AT SMITHSONIAN CONSERVATION BIOLOGY INSTITUTE (SCBI). THE SCIMITAR-HORNED ORYX ARE CONSIDERED EXTINCT IN THE WILD. BY DEVELOPING AN ALTERNATE PROTOCOL FOR INSEMINATING SCIMITAR-HORNED ORYX, SCIENTISTS AT SCBI CONTINUE TO PLAY A LEADING ROLE IN THE SMITHSONIAN'S GLOBAL EFFORTS TO SAVE WILDLIFE SPECIES FROM EXTINCTION. RESEARCHERS AT THE SMITHSONIAN TROPICAL RESEARCH CENTER LED A STUDY THAT SHOWS THE ASTEROID IMPACT THAT DECIMATED THE DINOSAURS 66 MILLION YEARS AGO ALSO CAUSED 45% OF PLANTS IN WHAT IS NOW COLOMBIA TO GO EXTINCT. THE TEAM DISCOVERED THAT THE MASSIVE EXTINCTION ALLOWED FOR THE REIGN OF FLOWERING PLANTS IN MODERN TROPICAL RAINFORESTS. THEIR STUDY SHEDS LIGHT ON THE ORIGINS OF MODERN RAINFORESTS AND MAY HELP SCIENTISTS UNDERSTAND HOW RAINFORESTS WILL RESPOND TO A RAPIDLY CHANGING CLIMATE IN THE FUTURE. ASTRONOMERS AT THE CENTER FOR ASTROPHYSICS DETECTED THE FIRST JUPITER-LIKE PLANET WITHOUT CLOUDS OR HAZE IN ITS OBSERVABLE ATMOSPHERE. THE EXCEEDINGLY RARE DISCOVERY MARKS THE SECOND TIME ASTRONOMERS HAVE OBSERVED A CLOUD-FREE EXOPLANET. THE DISCOVERY OF PLANETS WITH CLEAR ATMOSPHERES WILL ALLOW SCIENTISTS TO BETTER STUDY THE CHEMICAL COMPOSITION OF PLANETS. SCIENTISTS AT THE NATIONAL MUSEUM OF NATURAL HISTORY DISPROVED THE IDEA THAT EELS ARE EXCLUSIVELY SOLITARY PREDATORS BY DISCOVERING ELECTRIC EELS HUNTING IN A GROUP. DESPITE HOW COMMON GROUP HUNTING IS IN MAMMALS, ONLY NINE SPECIES OF FISH ARE KNOWN TO HUNT IN GROUPS. THE RESEARCH IS A SUBSTANTIAL CONTRIBUTION TO EEL LITERATURE CONSIDERING HOW LITTLE IS KNOWN ABOUT THE SPECIES.
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 OFFERS MORE THAN 750 VIRTUAL SEMINARS AND LECTURES, IN-PERSON AND ONLINE STUDIO ART CLASSES, PERFORMANCES, AND LOCAL AND REGIONAL STUDY TOURS. PERFORMANCES AT DISCOVERY THEATER AND MORE THAN 100 EDUCATIONALLY FOCUSED ONLINE AND IN-PERSON SUMMER CAMPS ARE AMONG THE PROGRAMS THAT FOSTER THE JOYS OF LEARNING FOR YOUNG PEOPLE AND THEIR FAMILIES. SMITHSONIAN ASSOCIATES STREAMING LAUNCHED DURING THE PANDEMIC AND CONTINUES TO INCREASE ENGAGEMENT WITH NATIONAL AND INTERNATIONAL AUDIENCES. NOTABLE GUESTS IN 2021 INCLUDED JUSTICE STEPHEN BREYER, DR. ANTHONY FAUCI, ELIZABETH WARREN, AUTHOR JODI PICOULT, AND ACTORS MARTIN SHEEN AND STANLEY TUCCI.
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 1	THE BYLAWS OF THE ORGANIZATION DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION. THE BOARD OF REGENTS ELECTS FROM ITS MEMBERS AN EXECUTIVE COMMITTEE CONSISTING OF THREE MEMBERS. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL POWERS OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION, EXCEPT THOSE EXPRESSLY RESERVED TO ITSELF BY THE BOARD OF REGENTS, PROVIDED THAT ALL SUCH PROCEEDINGS ARE REPORTED TO THE GOVERNANCE AND NOMINATING COMMITTEE AND THE BOARD OF REGENTS ON A REGULAR BASIS. THE CHAIR OF THE BOARD SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE. THE VICE CHAIR OF THE BOARD SERVES AS A MEMBER OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 2	STEVE CASE - BUSINESS RELATIONSHIP DAVID RUBENSTEIN - BUSINESS RELATIONSHIP FRANKLIN RAINES - BUSINESS RELATIONSHIP
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 DIRECTOR OF FINANCE AND ACCOUNTING, 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 REGENTS' COMMITTEE ON COMPENSATION AND HUMAN RESOURCES ENGAGES AN INDEPENDENT CONSULTANT TO DEVELOP AND ASSEMBLE COMPARABILITY DATA FOR ITS CONSIDERATION AND TO INFORM ITS DECISIONS. THE COMMITTEE'S ANNUAL DELIBERATIONS AND DECISIONS ARE DOCUMENTED AS PART OF THE FINAL RECOMMENDATION MATERIALS SUBMITTED TO THE BOARD OF REGENTS'. SALARIES FOR FEDERAL EMPLOYEES ARE DETERMINED BY STATUTORILY ESTABLISHED PAY RANGES FOR CIVIL SERVICE EMPLOYEES. AS A MATTER OF POLICY, THE SMITHSONIAN HAS ESTABLISHED SIMILAR RANGES FOR CERTAIN TRUST FUNDED OFFICER AND KEY EMPLOYEE POSITIONS AND MAINTAINS THOSE RANGES IN PROPORTION TO THE APPROPRIATE FEDERAL PAY RANGES.
FORM 990, PART VI, SECTION C, LINE 19	THE SMITHSONIAN MAKES ITS GOVERNING DOCUMENTS, STATEMENT OF VALUES AND CODE OF ETHICS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS PUBLIC WEBSITE (WWW.SI.EDU). DOCUMENTS MAY ALSO BE VIEWED AT THE OFFICE OF FINANCE AND ACCOUNTING OR MAILED.
FORM 990, PART XI, LINE 9:	CHANGE IN NET ASSETS RELATED ORG -7,092,897. GAIN ON SALE OF REAL ESTATE 373,807.
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CLAY FELLOWSHIPS CHARITABLE TRUST
10 MEMORIAL BOULEVARD	PROVIDENCE	RI	02903	043560268	SUPPORT OF SMITHSONIAN ASTROPHYSICAL OBSERVATORY	MA	501(C)(3)	12 TYPE III-O	N/A	0
SMITHSONIAN UK CHARITABLE TRUST
					ADVANCE THE WORK OF THE SMITHSONIAN INSTITUTION WORLDWIDE		501(C)(3)			Yes (1)	C/O WITHER LLP 16 OLD BAILEY	LONDON	UK	EC4M 7EG	UK	SMITHSONIAN INSTITUTION

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	-$4,449,880	ShareOfTotalIncomeAmt
Share Of EOY Assets	$1,636,867	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	$71,344	$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		-$1,807,125	$22,051,763	0.66000

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