CARNEGIE INSTITUTION OF WASHINGTON: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CARNEGIE INSTITUTION OF WASHINGTON (EIN 53-0196523)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-14
IRS object ID: 202131349349305993
Schema version: 2019v5.2
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 C
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-14T16:00:09-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	366055558	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 WILSON BOULEVARD SUITE 1400	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22209	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	530196523	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARNEGIE INSTITUTION OF WASHINGTON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARN	BusinessNameControlTxt
Phone	2023876400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1530 P ST NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200051910	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BENJAMIN J ADERSON	PersonNm
Person Title	GENERAL COUNSEL & SECRETARY	PersonTitleTxt
Phone	2023876400	PhoneNum
Signature	2021-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY TORRETTA	PreparerPersonNm
PTIN	P00847851	PTIN
Phone	7038477500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	CARNEGIE SCIENCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	DR ERIC D ISAACS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1530 P ST NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200051910	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$288,620,847	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CARNEGIESCIENCE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1904	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	569	TotalEmployeeCnt
Total Volunteers	24	TotalVolunteersCnt
Total Gross UBI	$1,886,060	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$189,173	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$23,406,867	PYContributionsGrantsAmt
CY Contributions Grants	$16,746,850	CYContributionsGrantsAmt
PY Program Service Revenue	$6,072,640	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,339,123	CYProgramServiceRevenueAmt
PY Investment Income	$103,948,497	PYInvestmentIncomeAmt
CY Investment Income	$50,326,290	CYInvestmentIncomeAmt
PY Other Revenue	$4,413,466	PYOtherRevenueAmt
CY Other Revenue	$547,154	CYOtherRevenueAmt
PY Total Revenue	$137,841,470	PYTotalRevenueAmt
CY Total Revenue	$73,959,417	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,059,013	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,714,963	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$51,698,184	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$51,436,902	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,867,425	CYTotalFundraisingExpenseAmt
PY Other Expenses	$41,362,844	PYOtherExpensesAmt
CY Other Expenses	$39,843,779	CYOtherExpensesAmt
PY Total Expenses	$96,120,041	PYTotalExpensesAmt
CY Total Expenses	$93,995,644	CYTotalExpensesAmt
PY Revenues Less Expenses	$41,721,429	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$20,036,227	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,206,419,667	TotalAssetsBOYAmt
Total Assets EOY	$1,261,312,947	TotalAssetsEOYAmt
Total Liabilities BOY	$181,651,197	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$287,078,993	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,024,768,470	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$974,233,954	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$61,303,576	ExpenseAmt
Revenue	$6,339,123	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$8,190,904	ExpenseAmt
Grant	$2,714,963	GrantAmt
Desc	SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$69,494,480	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	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	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	Yes (1)	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	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	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	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	212	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	569	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	CI	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
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	19	GoverningBodyVotingMembersCnt
Independent Voting Member	19	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	0	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
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	CHRISTIN MARTEN	PersonNm
Phone	2023876400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1530 P ST NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200051910	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DR ERIC D ISAACS
PRESIDENT	40.00	0.00	Yes (X)	$896,430	$0	$223,721
MICHAEL STAMBAUGH
CHIEF INVESTMENT OFFICER	40.00	0.00		$723,128	$0	$65,935	Yes (X)
TIMOTHY P DOYLE
CHIEF OPERATING OFFICER	40.00	0.00	Yes (X)	$413,138	$0	$72,873
MICHAEL WALTER
DEPUTY DIVISION DIRECTOR	40.00	0.00		$330,994	$0	$59,802		Yes (X)
ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER	40.00	0.00		$295,367	$0	$63,468	Yes (X)
RICHARD W CARLSON
DIVISION DIRECTOR	40.00	0.00		$289,805	$0	$62,336		Yes (X)
EDWARD LAMADE
INVESMENT DIRECTOR	40.00	0.00		$311,698	$0	$36,930	Yes (X)
JOHN S MULCHAEY
DIVISION DIRECTOR	40.00	0.00		$280,152	$0	$52,862		Yes (X)
YIXIAN ZHENG
DIVISION DIRECTOR	40.00	0.00		$271,272	$0	$47,533		Yes (X)
BENJAMIN J ADERSON
GENERAL COUNSEL & SECRETARY	40.00	0.00	Yes (X)	$272,426	$0	$44,158
KENNETH G CALDEIRA
SENIOR STAFF SCIENTIST EMERITUS	40.00	0.00		$250,944	$0	$63,030	Yes (X)
JOSEPH A BERRY
SNR STAFF SCIENTIST EMERITUS	40.00	0.00		$250,021	$0	$60,921			Yes (X)
JUNA KOLLMEIER
SCIENTIFIC STAFF MEMBER	40.00	0.00		$256,375	$0	$48,315	Yes (X)
GEORGE D CODY
SCIENTIFIC STAFF MEMBER	40.00	0.00		$224,648	$0	$64,609			Yes (X)
SEUNG YON RHEE
SENIOR STAFF SCIENTIST	40.00	0.00		$239,730	$0	$49,310			Yes (X)
ZHIYONG WANG
ACTING DIRECTOR & SNR STF SCI	40.00	0.00		$232,004	$0	$47,158		Yes (X)
ANNA M MICHALAK
DEPARTMENT DIRECTOR	40.00	0.00		$228,964	$0	$33,941		Yes (X)
CRAIG R BARRETT
TRUSTEE/CHAIRMAN	6.00	0.00	Yes (X)	$0	$0	$0				Yes (X)
DAVID THOMPSON
TRUSTEE/VICE CHAIRMAN	6.00	0.00	Yes (X)	$0	$0	$0				Yes (X)
CHARLES F BOLDEN JR
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
JOHN F CRAWFORD
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
MICHAEL A DUFFY
TRUSTEE	4.00	0.00		$0	$0	$0				Yes (X)
SANDRA M FABER
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
BRUCE W FERGUSON
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
STEPHEN PA FODOR
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
SUSANNE NORA JOHNSON
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
MARY C KING
TRUSTEE, END NOVEMBER 2019	2.00	0.00		$0	$0	$0				Yes (X)
KATHERINE LAPP
TRUSTEE	4.00	0.00		$0	$0	$0				Yes (X)
MICHAEL LONG
TRUSTEE	4.00	0.00		$0	$0	$0				Yes (X)
MARY E MAXON
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
CHRISTINE M MCCARTHY
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
RAY ROTHROCK
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
CRISTIAN SAMPER
TRUSTEE	4.00	0.00		$0	$0	$0				Yes (X)
CHRISTOPHER TS STONE
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
MARSHALL WAIS
TRUSTEE	4.00	0.00		$0	$0	$0				Yes (X)
MICHAEL WILSON
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)
RUSH D HOLT JR
TRUSTEE	2.00	0.00		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,767,096	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,096,902	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	121	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
KPMG LLP
PO BOX 120522	DALLAS	TX	75312	ACCOUNTING/AUDITING SERVICES	$279,800
ROBERT HALF TECHNOLOGY
12400 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	PROFESSIONAL STAFFING SERVICES	$236,758
ISS FACILITY SERVICES INC
PO BOX 844279	BOSTON	MA	02284	JANITORIAL SERVICES	$232,232
CENTRIC CONSULTING INC
1215 LYONS ROAD	DAYTON	OH	45458	PROFESSIONAL CONSULTING	$184,160
COGENT COMMUNICATIONS INC
PO BOX 791087	BALTIMORE	MD	21279	TELEPHONE SERVICES	$182,539

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	11	CntrctRcvdGreaterThan100KCnt
Government Grants	$12,253,765	GovernmentGrantsAmt
All Other Contributions	$4,493,085	AllOtherContributionsAmt
Noncash Contributions	$32,946	NoncashContributionsAmt
Total Contributions	$16,746,850	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MAGELLAN TELESCOPE PROGRAM	541700	$4,287,091	$4,287,091
GMT CHALLENGE PROGRAM	541700	$622,566	$622,566
PLANT METABOLIC	541700	$359,799	$359,799
TELESCOPE NIGHTS	541700	$263,400	$263,400
GEOCHEMICAL SOCIETY OFFICE	541700	$182,512	$182,512

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$623,755	TotalRevenueColumnAmt
Related Or Exempt Func Income	$623,755	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,339,123	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,501,280	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,859,838	UnrelatedBusinessRevenueAmt
Exclusion	$2,641,442	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$638,016	TotalRevenueColumnAmt
Exclusion	$638,016	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$860,640	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,218,823	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$358,183	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$358,183	TotalRevenueColumnAmt
Exclusion	-$358,183	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$258,890,455	SecuritiesAmt
Other	$377,162	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$213,442,607	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$45,447,848	SecuritiesAmt
Other	$377,162	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,825,010	TotalRevenueColumnAmt
Exclusion	$45,825,010	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MOUNTAIN PRESENCE INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$204,419	TotalRevenueColumnAmt
Exclusion	$204,419	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$62,902	TotalRevenueColumnAmt
Unrelated Business Revenue	$26,222	UnrelatedBusinessRevenueAmt
Exclusion	$36,680	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$267,321	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,959,417	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,339,123	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,886,060	UnrelatedBusinessRevenueAmt
Exclusion	$48,987,384	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$2,714,963	TotalAmt
Program Services	$2,714,963	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,329,533	TotalAmt
Program Services	$1,143,861	ProgramServicesAmt
Management And General	$2,732,980	ManagementAndGeneralAmt
Fundraising	$452,692	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$29,243,355	TotalAmt
Program Services	$24,264,163	ProgramServicesAmt
Management And General	$3,965,242	ManagementAndGeneralAmt
Fundraising	$1,013,950	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,529,127	TotalAmt
Program Services	$6,320,677	ProgramServicesAmt
Management And General	$829,495	ManagementAndGeneralAmt
Fundraising	$378,955	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,844,193	TotalAmt
Program Services	$6,610,663	ProgramServicesAmt
Management And General	$841,120	ManagementAndGeneralAmt
Fundraising	$392,410	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,490,694	TotalAmt
Program Services	$1,976,260	ProgramServicesAmt
Management And General	$378,264	ManagementAndGeneralAmt
Fundraising	$136,170	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$256,070	TotalAmt
Management And General	$256,070	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$279,800	TotalAmt
Management And General	$279,800	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$20,000	TotalAmt
Management And General	$20,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,995,306	TotalAmt
Management And General	$5,995,306	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,054,928	TotalAmt
Program Services	$184,248	ProgramServicesAmt
Management And General	$848,299	ManagementAndGeneralAmt
Fundraising	$22,381	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,213,822	TotalAmt
Program Services	$645,905	ProgramServicesAmt
Management And General	$440,925	ManagementAndGeneralAmt
Fundraising	$126,992	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,258,881	TotalAmt
Program Services	$840,122	ProgramServicesAmt
Management And General	$415,284	ManagementAndGeneralAmt
Fundraising	$3,475	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,884,488	TotalAmt
Program Services	$2,698,253	ProgramServicesAmt
Management And General	$172,368	ManagementAndGeneralAmt
Fundraising	$13,867	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,940,247	TotalAmt
Program Services	$1,534,308	ProgramServicesAmt
Management And General	$338,013	ManagementAndGeneralAmt
Fundraising	$67,926	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$773,446	TotalAmt
Program Services	$438,530	ProgramServicesAmt
Management And General	$233,658	ManagementAndGeneralAmt
Fundraising	$101,258	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,138,069	TotalAmt
Program Services	$3,011,031	ProgramServicesAmt
Management And General	$2,127,038	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,295,844	TotalAmt
Program Services	$8,597,580	ProgramServicesAmt
Management And General	$676,909	ManagementAndGeneralAmt
Fundraising	$21,355	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$539,555	TotalAmt
Program Services	$217,225	ProgramServicesAmt
Management And General	$320,888	ManagementAndGeneralAmt
Fundraising	$1,442	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EC/RESEARCH EXPENSES	$4,006,160	$3,941,688	$49,556	$14,916
CONTRACTS/SUBSCRIPTIONS	$3,068,675	$2,924,108	$84,668	$59,899
EXCHANGE RATE LOSS	$573,518	$704,607	-$131,089

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,544,970	TotalAmt
Program Services	$726,288	ProgramServicesAmt
Management And General	$758,945	ManagementAndGeneralAmt
Fundraising	$59,737	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$93,995,644	TotalAmt
Program Services	$69,494,480	ProgramServicesAmt
Management And General	$21,633,739	ManagementAndGeneralAmt
Fundraising	$2,867,425	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$692	BOYAmt
EOY	$699	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$54,711,099	BOYAmt
EOY	$29,586,173	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,042,579	BOYAmt
EOY	$6,770,599	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$486,886	BOYAmt
EOY	$965,137	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$381,616	BOYAmt
EOY	$309,667	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$970,261	BOYAmt
EOY	$666,638	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$65,424,306	BOYAmt
EOY	$67,390,766	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$278,604,742	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$160,328,581	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$126,641,497	BOYAmt
EOY	$118,276,161	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$533,645,364	BOYAmt
EOY	$565,410,487	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$418,115,367	BOYAmt
EOY	$351,354,486	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$120,582,134	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,206,419,667	BOYAmt
EOY	$1,261,312,947	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,725,247	BOYAmt
EOY	$9,721,206	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$26,827,591	BOYAmt
EOY	$28,586,676	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$65,105,000	BOYAmt
EOY	$65,005,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,272,798	BOYAmt
EOY	$924,698	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$77,720,561	BOYAmt
EOY	$182,841,413	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$181,651,197	BOYAmt
EOY	$287,078,993	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	$311,622,735	BOYAmt
EOY	$295,115,031	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$713,145,735	BOYAmt
EOY	$679,118,923	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,024,768,470	BOYAmt
EOY	$974,233,954	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,206,419,667	BOYAmt
EOY	$1,261,312,947	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$20,036,227	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$26,138,179	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4,360,110	OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,111,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,826,174	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$29,281,249	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,406,867	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,746,850	CurrentTaxYearAmt
Total	$140,372,968	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,111,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,826,174	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$29,281,249	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,406,867	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,746,850	CurrentTaxYearAmt
Total	$140,372,968	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,355,038	SubstantialContributorsTotAmt
Public Support Total170	$139,017,930	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,905,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,209,139	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,766,124	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,746,075	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,140,098	CurrentTaxYearAmt
Total	$52,766,436	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$189,398	CurrentTaxYearAmt
Total	$189,398	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$481,569	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$256,253	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	-$189,696	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$865,464	CurrentTaxYearMinus1YearAmt
Current Tax Year	$241,099	CurrentTaxYearAmt
Total	$1,142,183	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$194,470,985	TotalSupportAmt
Gross Receipts Rltd Activities	$34,759,415	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.71490	PublicSupportCY170Pct
Public Support PY170	0.69930	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	REALIZED FX GAIN/LOSS - 2015 AMOUNT: $ -164,891. 2016 AMOUNT: $ -1,468,280. 2017 AMOUNT: $ 58,873. 2018 AMOUNT: $ -93,104. SECURITY LITIGATION INCOME - 2015 AMOUNT: $ -379,199. 2016 AMOUNT: $ 1,808,930. 2017 AMOUNT: $ 43,879. 2018 AMOUNT: $ 10,724. OTHER - 2015 AMOUNT: $ 201,698. 2016 AMOUNT: $ 334,902. 2017 AMOUNT: $ -374,400. 2018 AMOUNT: $ 882,239. 2019 AMOUNT: $ 36,680. MOUNTAIN PRESENCE INCOME - 2015 AMOUNT: $ 823,961. 2016 AMOUNT: $ -931,805. 2017 AMOUNT: $ 81,952. 2018 AMOUNT: $ 65,605. 2019 AMOUNT: $ 204,419.	ExplanationTxt

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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$20,000	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$20,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$174,303	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$809,799,014	BeginningYearBalanceAmt
Contributions	$1,677,170	ContributionsAmt
Investment Earnings Or Losses	$15,888,803	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,055	GrantsOrScholarshipsAmt
Other Expenditures	$48,016,412	OtherExpendituresAmt
Administrative Expenses	$2,826,418	AdministrativeExpensesAmt
End Year Balance	$776,508,102	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$830,826,623	BeginningYearBalanceAmt
Contributions	$729,659	ContributionsAmt
Investment Earnings Or Losses	$26,582,732	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,500,019	GrantsOrScholarshipsAmt
Other Expenditures	$44,847,217	OtherExpendituresAmt
Administrative Expenses	$1,992,764	AdministrativeExpensesAmt
End Year Balance	$809,799,014	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$797,500,206	BeginningYearBalanceAmt
Contributions	$211,703	ContributionsAmt
Investment Earnings Or Losses	$82,643,613	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,291,722	GrantsOrScholarshipsAmt
Other Expenditures	$44,963,820	OtherExpendituresAmt
Administrative Expenses	$2,273,357	AdministrativeExpensesAmt
End Year Balance	$830,826,623	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$744,153,617	BeginningYearBalanceAmt
Contributions	$16,599	ContributionsAmt
Investment Earnings Or Losses	$103,067,040	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,168,223	GrantsOrScholarshipsAmt
Other Expenditures	$42,901,696	OtherExpendituresAmt
Administrative Expenses	$3,667,131	AdministrativeExpensesAmt
End Year Balance	$797,500,206	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$819,540,019	BeginningYearBalanceAmt
Contributions	$130,750	ContributionsAmt
Investment Earnings Or Losses	-$29,062,673	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,026,553	GrantsOrScholarshipsAmt
Other Expenditures	$41,059,613	OtherExpendituresAmt
Administrative Expenses	$2,368,313	AdministrativeExpensesAmt
End Year Balance	$744,153,617	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.17130	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.07450	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.75420	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$817,117	OtherCostOrOtherBasisAmt
Book Value	$817,117	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$96,891,387	OtherCostOrOtherBasisAmt
Depreciation	$40,611,901	DepreciationAmt
Book Value	$56,279,486	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$179,646,240	OtherCostOrOtherBasisAmt
Depreciation	$119,716,680	DepreciationAmt
Book Value	$59,929,560	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,249,998	OtherCostOrOtherBasisAmt
Book Value	$1,249,998	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$118,276,161	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$413,696	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$185,817,801	F
REAL ASSETS/NATURAL RESOURCES	$165,122,989	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$351,354,486	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	BOND FUND	Desc
Book Value	$120,582,134	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$120,582,134	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
TAXABLE BOND PAYABLE	$50,100,000
ACCRUED POSTRETIREMENT BENEFIT	$32,741,413
TAXABLE BONDS	$100,000,000

Field	Value	IRS element (for citing)
Total Liability	$182,841,413	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$38,685,116	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$26,138,179	NetUnrealizedGainsInvstAmt
Other Revenue	-$4,359,639	OtherRevenueAmt
Revenue Not Reported	-$30,497,818	RevenueNotReportedAmt
Revenue Subtotal	$69,182,934	RevenueSubtotalAmt
Investment Expenses Not Incld	$5,995,306	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$1,218,823	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$4,776,483	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$73,959,417	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$89,219,161	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$89,219,161	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$5,995,306	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$1,218,823	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$4,776,483	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$93,995,644	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	ORGANIZATION'S COLLECTIONS THE COLLECTION OF THE CARNEGIE INSTITUTION OF WASHINGTON IS PREDOMINANTLY COMPOSED OF HISTORICAL ARTIFACTS RELATED TO ITS WORK IN SCIENTIFIC RESEARCH. THIS INCLUDES SCIENTIFIC SAMPLES, MATERIALS, DEVICES AND INSTRUMENTATION, AND PRINTED PUBLICATIONS. THE COLLECTION IS USED FOR SCHOLARLY REFERENCE AND STUDY OF THE INSTITUTION'S PAST SCIENTIFIC DISCOVERIES AS WELL AS FOR EDUCATION OF THE GENERAL PUBLIC.
PART V, LINE 4:	INTENDED USE OF ENDOWMENT FUNDS THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO SUPPORT ITS OVERALL MISSION OF SUPPORTING SCIENTIFIC DISCOVERY "IN THE BROADEST AND MOST LIBERAL MANNER."
PART X, LINE 2:	FIN 48 FOOTNOTE CARNEGIE HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	UNREALIZED SWAP GAIN/LOSS -710,640. PENSION-RELATED CHANGES -3,648,999.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES -1,218,823.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES -1,218,823.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

OUR NON-DISCRIMINATION POLICY IS AVAILABLE ON OUR WEBSITE, WWW.CARNEGIESCIENCE.EDU, UNDER ANTI-DISCRIMINATION POLICY.

SCHEDULE E, PART I, LINE 6

WE RECEIVE GRANTS AND PASS THROUGH FUNDS FROM SEVERAL FEDERAL AGENCIES INCLUDING THE NATIONAL SCIENCE FOUNDATION (NSF), THE UNITED STATES DEPARTMENT OF ENERGY (DOE), THE UNITED STATES DEPARTMENT OF HOMELAND SECURITY (DHS), THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION (NASA), THE UNITED STATES DEPARTMENT OF AGRICULTURE (USDA), THE OFFICE OF NAVAL RESEARCH (ONR), THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST), AND OTHERS. THESE MONIES SUPPORT OUR SCIENTIFIC RESEARCH AND EDUCATION.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS	$363,172,300
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	$65,202	MEETINGS/CONFERENCES
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	$21,598	FIELDWORK
EUROPE (INCLUDING ICELAND & GREENLAND)	0	INVESTMENTS	$2,140,893
EUROPE (INCLUDING ICELAND & GREENLAND)	0	PROGRAM SERVICES	$166,291	MEETINGS/CONFERENCES
EUROPE (INCLUDING ICELAND & GREENLAND)	0	PROGRAM SERVICES	$26,473	FIELDWORK
EUROPE (INCLUDING ICELAND & GREENLAND)	0	FUNDRAISING	$45,433
MIDDLE EAST AND NORTH AFRICA	0	PROGRAM SERVICES	$20,108	MEETINGS/CONFERENCES
NORTH AMERICA	0	INVESTMENTS	$4,232,336
NORTH AMERICA	0	PROGRAM SERVICES	$5,663	MEETINGS/CONFERENCES
SOUTH AMERICA	0	INVESTMENTS	$2,246,754
SOUTH AMERICA	0	PROGRAM SERVICES	$7,455,801	TELESCOPE OPERATIONS (OBS)
SOUTH AMERICA	0	PROGRAM SERVICES	$86,974	OTHER
SOUTH AMERICA	0	PROGRAM SERVICES	$2,803	MEETINGS/CONFERENCES
SOUTH AMERICA	0	PROGRAM SERVICES	$252,733	FIELDWORK
SOUTH AMERICA	92	FUNDRAISING	$202,985

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	92	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	92	TotalEmployeeCnt
Subtotal Spent	$365,658,298	SubtotalSpentAmt
Continuation Spent	$14,486,049	ContinuationSpentAmt
Total Spent	$380,144,347	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FELLOWSHIP	GrantTypeTxt
Recipient	12	RecipientCnt
Cash Grant	$2,714,963	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS & OTHER ASSISTANCE IN US AS A RESEARCH INSTITUTION, CARNEGIE PROVIDES FELLOWS WITH THE OPPORTUNITY TO PURSUE INDEPENDENT RESEARCH AND THE TRAINING TO ACQUIRE THE ADDITIONAL SKILLS AND EXPERTISE NEEDED TO BECOME A SUCCESSFUL SCIENTIST. CARNEGIE MONITORS THE FELLOWSHIP EXPERIENCE TO ACHIEVE BOTH OBJECTIVES. FELLOWS PURSUE THEIR RESEARCH PROGRAM RELATIVELY INDEPENDENTLY BUT HAVE FULL ACCESS TO CARNEGIE FACILITIES AND STAFF MEMBERS AND TYPICALLY PERFORM THEIR EXPERIMENTS AND SCIENTIFIC WORK ON-SITE AND IN COLLABORATION WITH OTHER CARNEGIE SCIENTISTS. FELLOWS IN THE BIOLOGICAL SCIENCES APPLY TO CARNEGIE MAINLY TO LEARN THE RESEARCH TECHNIQUES AND RESEARCH AREAS OF A PARTICULAR CARNEGIE STAFF SCIENTIST, THAT IS, TO WORK IN THAT PRINCIPAL INVESTIGATOR'S (PI) LAB. LABS ROUTINELY ENGAGE A NUMBER OF DIFFERENT PEOPLE, INCLUDING A PI, TECHNICIANS, POSTDOCTORAL SCIENTISTS, AND RESEARCHERS. THE PI MONITORS THE WORK OF THE FELLOW ON AN ONGOING BASIS, CRITIQUES THE FELLOWS' RESEARCH, MAKES SUGGESTIONS FOR AVENUES TO EXPLORE, AND PROVIDES ONGOING MENTORING. FELLOWS IN THE PHYSICAL SCIENCES TYPICALLY COLLABORATE WITH A SENIOR STAFF MEMBER ON RESEARCH PROJECTS. THIS PROVIDES AN ONGOING VEHICLE FOR MONITORING AND SUPPORTING THE WORK OF THE FELLOW. FELLOWS ARE ASKED TO PRESENT AND DEFEND THEIR RESEARCH TO OTHER SCIENTISTS BOTH AT CARNEGIE AND AT OTHER INSTITUTIONS. THIS PROCESS HELPS TO MONITOR A FELLOWS' SCIENTIFIC PROGRESS AND PERMITS ADJUSTMENTS AS NECESSARY. CARNEGIE'S VARIOUS ADMINISTRATIVE AND RESEARCH POLICIES APPLY TO FELLOWS. IN CARNEGIE'S STRUCTURE, DEPARTMENT DIRECTORS ARE RESPONSIBLE FOR ASSURING THAT FELLOWS FOLLOW THESE PROCEDURES AND CARRY OUT THE RESEARCH SUPPORTED THROUGH EXTERNALLY OR INTERNALLY-FUNDED FELLOWSHIPS. TO ENSURE SPONSORED PROGRAM DOLLARS ARE APPROPRIATELY USED, AND IN ACCORDANCE WITH APPLICABLE REGULATIONS, THE INSTITUTION APPLIES RIGOROUS FINANCIAL AND PROGRAMMATIC MONITORING. CARNEGIE CONDUCTS REGULAR ACCOUNT RECONCILIATIONS, SUBRECIPIENT MONITORING; WHEREIN SUBRECIPIENT ORGANIZATIONS ARE REQUIRED TO SUBMIT FINANCIAL AND TECHNICAL REPORTS. REPORTS AND INVOICES ARE REVIEWED FOR ACCURACY, AND COMPLIANCE WITH APPLICABLE TERMS AND CONDITIONS INCLUDING OMB 2 CFR 200 ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
DR ERIC D ISAACS
PRESIDENT	$826,242	$0	$50,000	$0	$20,188	$0	$203,256	$0	$20,465	$0	$1,120,151	$0	$0	$0
MICHAEL STAMBAUGH
CHIEF INVESTMENT OFFICER	$472,714	$0	$250,000	$0	$414	$0	$45,472	$0	$20,463	$0	$789,063	$0	$0	$0
TIMOTHY P DOYLE
CHIEF OPERATING OFFICER	$393,368	$0	$0	$0	$19,770	$0	$49,560	$0	$23,313	$0	$486,011	$0	$0	$0
MICHAEL WALTER
DEPUTY DIVISION DIRECTOR	$330,220	$0	$0	$0	$774	$0	$46,752	$0	$13,050	$0	$390,796	$0	$0	$0
ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER	$280,437	$0	$14,516	$0	$414	$0	$46,130	$0	$17,338	$0	$358,835	$0	$0	$0
RICHARD W CARLSON
DIVISION DIRECTOR	$287,519	$0	$0	$0	$2,286	$0	$55,600	$0	$6,736	$0	$352,141	$0	$0	$0
EDWARD LAMADE
INVESMENT DIRECTOR	$261,536	$0	$50,000	$0	$162	$0	$35,954	$0	$976	$0	$348,628	$0	$0	$0
JOHN S MULCHAEY
DIVISION DIRECTOR	$279,738	$0	$0	$0	$414	$0	$45,685	$0	$7,177	$0	$333,014	$0	$0	$0
YIXIAN ZHENG
DIVISION DIRECTOR	$252,998	$0	$0	$0	$18,274	$0	$47,193	$0	$340	$0	$318,805	$0	$0	$0
BENJAMIN J ADERSON
GENERAL COUNSEL & SECRETARY	$253,264	$0	$0	$0	$19,162	$0	$36,919	$0	$7,239	$0	$316,584	$0	$0	$0
KENNETH G CALDEIRA
SENIOR STAFF SCIENTIST EMERITUS	$249,756	$0	$0	$0	$1,188	$0	$49,191	$0	$13,839	$0	$313,974	$0	$0	$0
JOSEPH A BERRY
SNR STAFF SCIENTIST EMERITUS	$227,024	$0	$0	$0	$22,997	$0	$47,200	$0	$13,721	$0	$310,942	$0	$0	$0
JUNA KOLLMEIER
SCIENTIFIC STAFF MEMBER	$206,195	$0	$50,000	$0	$180	$0	$30,502	$0	$17,813	$0	$304,690	$0	$0	$0
GEORGE D CODY
SCIENTIFIC STAFF MEMBER	$223,874	$0	$0	$0	$774	$0	$43,667	$0	$20,942	$0	$289,257	$0	$0	$0
SEUNG YON RHEE
SENIOR STAFF SCIENTIST	$220,316	$0	$0	$0	$19,414	$0	$39,660	$0	$9,650	$0	$289,040	$0	$0	$0
ZHIYONG WANG
ACTING DIRECTOR & SNR STF SCI	$212,230	$0	$0	$0	$19,774	$0	$40,158	$0	$7,000	$0	$279,162	$0	$0	$0
ANNA M MICHALAK
DEPARTMENT DIRECTOR	$210,284	$0	$0	$0	$18,680	$0	$33,601	$0	$340	$0	$262,905	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST-CLASS TRAVEL COACH OR ECONOMY CLASS TRAVEL IS THE STANDARD FOR ALL BUSINESS TRAVEL; HOWEVER, THERE ARE CIRCUMSTANCES WHERE BUSINESS CLASS OR PREMIUM CLASS TRAVEL IS PERMITTED ONLY WITH PRE-APPROVAL. THE ORGANIZATION FOLLOWS ITS ACCOUNTABLE PLAN FOR ALL BUSINESS TRAVEL. PART I, LINE 1A: HOUSING ALLOWANCE CARNEGIE'S POLICIES INCLUDE A PROVISION FOR HOUSING SUBSIDIES IN HIGH-COST AREAS FOR QUALIFYING STAFF MEMBERS. SIX STAFF MEMBERS QUALIFY FOR THE HOUSING ALLOWANCE. THESE BENEFITS ARE TREATED AS TAXABLE COMPENSATION AND INCLUDED ON THE STAFF MEMBER'S FORM W-2. PART I, LINE 1A: TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS WAS ALLOWED PURSUANT TO POLICY AND PAID FOR DR. ISAACS' SPOUSE. THIS BENEFIT IS INCLUDED WITHIN SCHEDULE J, PART II, COLUMN B(III).
PART I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PER APPROVAL OF THE BOARD AND HIS EMPLOYMENT AGREEMENT, DR. ERIC D. ISAACS ACCRUED $150,000 IN DEFERRED COMPENSATION DURING THE YEAR.
PART I, LINE 5	CONTINGENT COMPENSATION CARNEGIE PAID COMPENSATION UPON AND DETERMINED IN PART BY THE REVENUES OF THE ORGANIZATION TO MICHAEL STAMBAUGH AND ANN MCELWAIN. CONTINGENT COMPENSATION IS REPORTED IN COLUMN B(II) OF SCHEDULE J, PART II.
PART I, LINE 7	NONFIXED PAYMENTS THE ORGANIZATION ESTABLISHES ANNUAL GOALS AND METRICS FOR ITS EMPLOYEES AND EXECUTIVES. BASED ON ATTAINMENT OF THESE GOALS AND METRICS, CERTAIN EMPLOYEES MAY BE AWARDED A PERFORMANCE BONUS. ALL BONUSES ARE CONSIDERED AS PART OF TOTAL COMPENSATION FOR REASONABLENESS.

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
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A	521705592	130178VS2	2010-03-24	$34,525,000	REFUND PRIOR BONDS TO FINANCE	0	0	0
MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES
B	520936091	574217JB2	2010-02-04	$30,580,000	REFUND PRIOR BONDS TO CONSTRUCTION/EQ	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$36,365,183	$565,183	$35,800,000	2003	Yes (1)	0	Yes (1)	Yes (1)
B	$30,505,440	$553,594	$29,951,846	2005	Yes (1)	0	Yes (1)	Yes (1)

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	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	Yes (1)	0	Yes (1)
B	0	0	0	0	Yes (1)	0	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	0	0	0	0	Yes (1)
B	0	0	Yes (1)	0	0	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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 3, BONDS A AND B	THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) AND THE TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 FOR BOND A AND BOND B REPRESENT PREMIUMS OR DISCOUNTS.
PART II, LINE 7	03/24/2010 - 34,525,000 CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY (CEFA) - THIS ISSUE WAS USED TO REFUND $17.5 MILLION OF 1993 SERIES B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY REVENUE TAX EXEMPT BONDS AND $18.3 MILLION OF 2006 SERIES A CEFA REFUNDING REVENUE TAX-EXEMPT BONDS WHICH REFUNDED ALL OUTSTANDING 1993 SERIES A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY REVENUE TAX EXEMPT BONDS. 1993 SERIES A & B BONDS WERE USED TO FINANCE THE MAGELLAN TELESCOPE PROJECT AND THE RENOVATION OF THE FACILITIES OF THE OBSERVATORIES AT PASADENA. THE TELESCOPE PROJECT WAS COMPLETED IN 2003. THE 2010 SERIES WAS ISSUED AT A PREMIUM OF $1,840,183 AND AMOUNTS IN EXCESS OF $35.8 MILLION WERE USED TO COVER ISSUANCE COSTS.
PART II, LINE 7	02/04/2010 - 30,580,000 MARYLAND HEALTH & HIGHER EDUCATIONAL FACILITIES (MHHEFA) - THIS ISSUE WAS USED TO REFUND PRIOR MHHEFA BONDS OF $30 MILLION ISSUED IN OCTOBER, 2002, THE PROCEEDS OF WHICH WERE USED TO CONSTRUCT AND EQUIP A NEW FACILITY FOR CARNEGIE'S DEPARTMENT OF EMBRYOLOGY ON THE JOHNS HOPKINS HOMEWOOD CAMPUS IN BALTIMORE, MARYLAND. CONSTRUCTION BEGAN IN APRIL 2003 AND THE FACILITY WAS OCCUPIED IN SEPTEMBER 2005. THE 2010 SERIES WAS ISSUED AT A DISCOUNT OF $74,561 AND AMOUNTS BORROWED IN EXCESS OF $30 MILLION WERE USED TO COVER ISSUANCE COSTS.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	SEUNG YON RHEE	PersonNm
Relationship With Org	DEPT DIR	RelationshipWithOrgTxt
Loan Purpose	MORTGAGE	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$381,616	OriginalPrincipalAmt
Balance Due	$309,667	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$309,667	TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$20,546	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Archaeological Artifacts ArchaeologicalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$11,700	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	EQUIPMENT	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$700	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	NUMBER OF CONTRIBUTIONS THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	THE CONDUCT OF SCIENTIFIC DISCOVERY, RESEARCH AND EDUCATION IN THE FIELDS OF PLANT BIOLOGY, DEVELOPMENTAL BIOLOGY, EARTH AND PLANETARY SCIENCES, ASTRONOMY, AND GLOBAL ECOLOGY.
FORM 990, PART III, LINE 1	THE MISSION OF THE CARNEGIE INSTITUTION OF WASHINGTON, AS SET FORTH IN ITS ARTICLES OF INCORPORATION UNDER AN ACT OF CONGRESS IN 1904, IS "TO ENCOURAGE, IN THE BROADEST AND MOST LIBERAL MANNER, INVESTIGATION, RESEARCH, AND DISCOVERY, AND THE APPLICATION OF KNOWLEDGE TO THE IMPROVEMENT OF MANKIND."
FORM 990, PART III, LINE 4A	PROGRAM SERVICE ACTIVITY #1 CARNEGIE IS A WORLD-RENOWNED CENTER FOR PETROLOGY-THE STUDY OF ROCKS. IT IS ALSO A GLOBAL LEADER IN HIGH-PRESSURE AND HIGH-TEMPERATURE PHYSICS, WHICH ENABLES OUR SCIENTISTS TO MAKE SIGNIFICANT CONTRIBUTIONS TO EARTH, PLANETARY AND MATERIAL SCIENCES. CARNEGIE IS LEADING AN INTERNATIONAL, MULTI-INSTITUTION, CROSS-DISCIPLINARY INITIATIVE DEDICATED TO ACHIEVING A TRANSFORMATIONAL UNDERSTANDING OF EARTH'S DEEP CARBON CYCLE, INCLUDING ITS POORLY CONSTRAINED RESERVOIRS AND FLUXES; THE UNKNOWN ROLE OF DEEP BIOLOGY; AND THE UNEXPLORED INFLUENCES OF THE DEEP CARBON CYCLE ON CRITICAL SOCIETAL CONCERNS RELATED TO ENERGY, THE ENVIRONMENT, AND CLIMATE. CARNEGIE RESEARCHERS ARE CONTRIBUTING TO INTERDISCIPLINARY EFFORTS INVESTIGATING HOW LIFE EVOLVED ON THIS PLANET AND DETERMINING ITS POTENTIAL FOR EXISTING ELSEWHERE. CARNEGIE OBSERVATIONAL AND THEORETICAL ASTRONOMERS COLLABORATE TO TRACE THE EVOLUTION OF THE UNIVERSE FROM THE SPARK OF THE BIG BANG THROUGH STAR AND GALAXY FORMATION; EXPLORE THE STRUCTURE OF THE UNIVERSE; AND PROBE THE MYSTERIES OF DARK MATTER, DARK ENERGY, AND THE EVER-ACCELERATING RATE AT WHICH THE UNIVERSE IS EXPANDING. UNLIKE MOST IN THEIR FIELD, CARNEGIE OBSERVATIONAL ASTRONOMERS DESIGN AND BUILD THEIR OWN INSTRUMENTS TO CAPTURE THE SECRETS OF SPACE. CARNEGIE OPERATES TELESCOPES IN LAS CAMPANAS, CHILE, AT WHICH MUCH OF OUR ASTRONOMICAL RESEARCH IS CONDUCTED. WE ARE FOUNDING PARTNERS IN A CONSORTIUM THAT IS WORKING TO DESIGN, CONSTRUCT, AND OPERATE THE GIANT MAGELLAN TELESCOPE, ONE OF THE NEW CLASS OF EXTREMELY LARGE TELESCOPES, WHICH WILL BE AMONG THE WORLD'S LARGEST GROUND-BASED OPTICAL/INFRARED FACILITIES ONCE IT IS COMPLETED. CARNEGIE ALSO INCLUDES INTERDISCIPLINARY TEAMS OF ASTRONOMERS AND ASTROPHYSICISTS, GEOPHYSICISTS AND GEOCHEMISTS, COSMOCHEMISTS AND PLANETARY SCIENTISTS. THESE GROUPS ARE DISCOVERING PLANETS ORBITING DISTANT STARS; PROBING THE FORMATION AND EVOLUTION OF EARTH, THE MOON, AND OUR SOLAR SYSTEM; AND STUDYING THE CAUSES OF EARTHQUAKES, VOLCANOES, AND OTHER GEOLOGIC PHENOMENA. USING INNOVATIVE APPROACHES TO ECOLOGICAL RESEARCH, CARNEGIE SCIENTISTS ARE UNTANGLING THE COMPLICATED INTERACTIONS BETWEEN EARTH'S LAND, ATMOSPHERE, AND OCEANS TO UNDERSTAND HOW GLOBAL SYSTEMS OPERATE. DEPLOYING A WIDE RANGE OF POWERFUL TOOLS-FROM SATELLITES TO MOLECULAR BIOLOGY TECHNIQUES-THESE SCIENTISTS EXPLORE ISSUES SUCH AS THE GLOBAL CARBON CYCLE, THE ROLE OF LAND AND OCEANIC ECOSYSTEMS, AND OCEAN ACIDIFICATION. OUR ECOLOGISTS ALSO PLAY AN ACTIVE ROLE IN THE PUBLIC ARENA, FROM SERVING ON NATIONAL PANELS AND COMMITTEES THAT INVESTIGATE CLIMATE CHANGE TO IDENTIFYING ENVIRONMENTAL HOT SPOTS FOR CONSERVATION EFFORTS. CARNEGIE BIOLOGISTS REVEAL CRUCIAL BIOCHEMICAL PATHWAYS AND THE GENES THAT ENCODE THEIR FUNCTIONS IN MICROBES, PLANTS, AND ANIMALS. TOGETHER WITH OUR LONGSTANDING EXPERTISE IN MODEL SYSTEM DEVELOPMENT, THIS WORK PROVIDES A FOUNDATION FOR EXPLORING NEW RESEARCH AVENUES THAT DEPLOY CELLULAR AND MOLECULAR APPROACHES TO UNDERSTAND ECOSYSTEM-WIDE AND GLOBAL PHENOMENA RELATED TO CLIMATE CHANGE, INCLUDING CORAL BLEACHING. THEY ALSO STUDY INTERACTIONS BETWEEN THE SPECIES THAT MAKE UP BACTERIAL COMMUNITY ECOSYSTEMS. OUR RESEARCHERS ARE DEMONSTRATING THAT THE INTERSPECIES RELATIONSHIPS IN THE GUT MICROBIOME AFFECT OUR HEALTH, FERTILITY, AND LONGEVITY. SIMILAR DYNAMICS ALLOW MICROBIAL MATS TO THRIVE IN HOT SPRINGS; UNDERSTANDING THEM IMPROVES OUR KNOWLEDGE OF HOW LIFE ADAPTS TO EXTREME CONDITIONS.
FORM 990, PART III, LINE 4B	PROGRAM SERVICE ACTIVITY #2 EDUCATION - CARNEGIE, A NON-DEGREE GRANTING ENTITY, IS AN ADVANCED STUDY ORGANIZATION AT WHICH HIGHLY QUALIFIED GRADUATE SCIENTISTS ARE OFFERED POSTGRADUATE AND POSTDOCTORAL TRAINING FOR CAREERS IN EDUCATION AND RESEARCH. CARNEGIE'S POSTDOCTORAL SCIENTIFIC EDUCATION IS PRIMARILY CONDUCTED IN THE LABORATORY OR IN THE FIELD. THE POSTDOCTORAL CURRICULUM IS HEAVILY WEIGHTED TOWARD TRAINING CANDIDATES TO BE CAPABLE RESEARCHERS AND TEACHERS OF RESEARCH. THE FACULTY CONSISTS OF THE PROFESSIONAL STAFF OF CARNEGIE, ALL OF WHOM PURSUE THEIR OWN RESEARCH. CARNEGIE ALSO OFFERS CERTAIN TRAINING OPPORTUNITIES FOR PREDOCTORAL STUDENTS WHO MAY GO ON TO PURSUE ADVANCED DEGREES AT DEGREE-GRANTING INSTITUTIONS, AS WELL AS INTERNSHIP OPPORTUNITIES, BOTH THROUGH FORMAL PROGRAMS AND ON AN INDIVIDUAL, CASE-BY-CASE BASIS. THE FORMAL PROGRAMS, IN PARTICULAR, MAKE AN EFFORT TO PROVIDE RESEARCH OPPORTUNITIES AND ENCOURAGEMENT FOR CONSIDERING STEM CAREERS TO GROUPS WHO ARE TRADITIONALLY UNDERREPRESENTED IN MATHEMATICS AND THE PHYSICAL SCIENCES. CARNEGIE PROGRAMS ALSO TRAIN PUBLIC ELEMENTARY SCHOOL TEACHERS ON HOW TO INCORPORATE INTERACTIVE SCIENCE INSTRUCTION INTO ALL ASPECTS OF THE CURRICULUM; HELPS IMPROVE THE INSTRUCTION OF MATHEMATICS EDUCATION OF PUBLIC SCHOOL CHILDREN BY TRAINING INDIVIDUALS WITH MATHEMATICS OR RELATED DEGREES TO BECOME CLASSROOM INSTRUCTORS; INTRODUCES AND TRAINS HIGH SCHOOL STUDENTS TO CAREER EDUCATION PATHWAYS IN THE FIELD OF BIOTECHNOLOGY; AND MAKES INFORMATION AVAILABLE CONCERNING CARNEGIE'S SCIENTIFIC RESEARCH FINDINGS TO STUDENTS AND THE GENERAL PUBLIC.
FORM 990, PART VI, SECTION A, LINE 2	FAMILY RELATIONSHIPS CHRISTOPHER STONE AND JOHN CRAWFORD: BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS CARNEGIE'S FINANCE DEPARTMENT, SENIOR STAFF AND ITS INDEPENDENT PAID PREPARER, GRANT THORNTON, WORK TOGETHER TO PREPARE AND REVIEW THE FORM 990. THE DRAFT FORM 990 IS THEN DISTRIBUTED TO MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT. AFTER THE AUDIT COMMITTEE HAS REVIEWED THE RETURN AND ITS FEEDBACK HAS BEEN INCORPORATED, THE RETURN IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. TRUSTEES ARE ENCOURAGED TO CONTACT THE CHIEF OPERATING OFFICER OR DIRECTOR OF FINANCE WITH ANY QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY CARNEGIE HAS ADOPTED CONFLICT OF INTEREST POLICIES THAT APPLY TO THE INSTITUTION'S TRUSTEES, CORPORATE OFFICERS, AND EMPLOYEES. THESE POLICIES REQUIRE EACH TRUSTEE TO COMPLETE ANNUALLY A FORM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE FORMS ARE COLLECTED BY THE CORPORATE SECRETARY, AND ANY DISCLOSURES ARE SUBSEQUENTLY PROVIDED TO THE BOARD OF TRUSTEES OR RELEVANT COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. SIMILARLY, ALL EMPLOYEES OF CARNEGIE (INCLUDING CORPORATE OFFICERS) ARE REQUIRED, UPON HIRING AND ANNUALLY THEREAFTER, TO REPORT THEIR POTENTIAL CONFLICTS OF INTEREST. DEPARTMENT DIRECTORS REVIEW ALL POTENTIAL CONFLICTS IN THEIR DEPARTMENTS. THE PRESIDENT REVIEWS ALL POTENTIAL CONFLICTS FOR DEPARTMENT DIRECTORS. THE BOARD OF TRUSTEES REVIEWS ALL POTENTIAL CONFLICTS FOR THE CORPORATE OFFICERS. THROUGHOUT THE YEAR, EACH INDIVIDUAL SUBJECT TO THE CONFLICT OF INTEREST POLICIES IS REQUIRED TO UPDATE HIS/HER DISCLOSURE STATEMENT TO INCLUDE ANY INFORMATION REQUIRED TO BE DISCLOSED. THE SIGNED EMPLOYEE DISCLOSURE FORMS ARE KEPT IN THE EMPLOYEE'S PERSONNEL FILE.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING EXECUTIVE COMPENSATION CARNEGIE ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO CONDUCT A COMPENSATION STUDY TO EVALUATE THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION FOR THE ORGANIZATION'S "DISQUALIFIED PERSONS" UNDER TREAS. REG. 53.4958-3 WITHOUT REGARD TO WHETHER THE PERSON HAS BEEN ELECTED AN OFFICER. THE INDEPENDENT COMPENSATION STUDY FOCUSES ON THE COMPENSATION PAID TO FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS AND ALSO CONSIDERS INDUSTRY COMPENSATION SURVEYS. THE COMPENSATION STUDY IS PROVIDED TO THE ORGANIZATION'S HUMAN RESOURCES AND COMPENSATION COMMITTEE, TOGETHER WITH A REASONED WRITTEN OPINION FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE DISQUALIFIED PERSONS ARE "REASONABLE" WITHIN THE MEANING OF TREAS. REG. 53.4958-4(B)(1)(II)(A). THE HUMAN RESOURCES AND COMPENSATION COMMITTEE SETS COMPENSATION FOR EACH DISQUALIFIED PERSON AND MAKES A RECOMMENDATION TO THE FULL BOARD OF TRUSTEES WITH RESPECT TO COMPENSATION FOR THE PRESIDENT. THE FULL BOARD THEN REVIEWS THE COMPENSATION STUDY AND OPINION FOR THE PRESIDENT TOGETHER WITH THE RECOMMENDATION OF THE HUMAN RESOURCES AND COMPENSATION COMMITTEE AND MAKES A DECISION WITH RESPECT TO THE PRESIDENT'S COMPENSATION. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE AND BOARD RELY ON THE COMPENSATION CONSULTANT'S OPINION AND COMPENSATION STUDY TO GUIDE ITS REVIEW, DELIBERATION, AND APPROVAL OF THE PROPOSED COMPENSATION ARRANGEMENTS, AND ITS DECISIONS REGARDING COMPENSATION (INCLUDING THE BASES FOR THESE DECISIONS) ARE DOCUMENTED IN THE MEETING MINUTES. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE AND TRUSTEES WHO VOTE ON COMPENSATION FOR DISQUALIFIED PERSONS AND THE PRESIDENT DO NOT HAVE A CONFLICT OF INTEREST WITH REGARD TO THESE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19	MAKING ORGANIZATIONAL DOCUMENTS AVAILABLE TO THE PUBLIC IN ACCORDANCE WITH TREAS. REG. 301.6104(D)-1(A)(1) AND IRS NOTICE 2007-45, COPIES OF CARNEGIE'S THREE MOST RECENT FORMS 990 ARE MADE AVAILABLE FOR INSPECTION BY THE PUBLIC DURING REGULAR BUSINESS HOURS AT CARNEGIE'S OFFICE IN WASHINGTON, DC. CARNEGIE'S MOST RECENT FORM 990 IS ALSO MADE AVAILABLE TO THE PUBLIC ON THE INSTITUTION'S WEBSITE. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE EXTENT REQUIRED BY LAW. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND STAFF CONFLICT OF INTEREST POLICY ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	UNREALIZED SWAP GAIN/(LOSS) -710,640. PERIODIC POSTRETIREMENT BENEFIT COST -3,648,999. UNREALIZED FX GAIN/(LOSS) -471.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CARNEGIE SCIENCE HOLDINGS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	813 SANTA BARBARA STREET	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91101	ZIPCd

Field	Value	IRS element (for citing)
EIN	843506481	EIN
Primary Activities	HOLDING	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Share Of Total Income	-$2,793	ShareOfTotalIncomeAmt
Share Of EOY Assets	-$14,755	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

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	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd