SMITHSONIAN INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SMITHSONIAN INSTITUTE (EIN 53-0206027)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-11
IRS object ID: 202542239349300544
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-11T14:16:49-05:00	ReturnTs
Tax Period End	2024-09-30	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	2023-10-01	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	600 MARYLAND AVENUE SW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20024	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD CORTEZ	PersonNm
Person Title	UNDER SECRETARY FOR FIN/ADMIN & CFO	PersonTitleTxt
Phone	2026331000	PhoneNum
Signature	2025-08-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMANDA COON	PreparerPersonNm
PTIN	P01754645	PTIN
Phone	7032868000	PhoneNum
Preparation	2025-08-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	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	600 MARYLAND AVENUE SW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20024	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,600,445,831	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	7367	TotalEmployeeCnt
Total Volunteers	92082	TotalVolunteersCnt
Total Gross UBI	$10,902,427	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,639,379,712	PYContributionsGrantsAmt
CY Contributions Grants	$1,635,380,759	CYContributionsGrantsAmt
PY Program Service Revenue	$110,685,734	PYProgramServiceRevenueAmt
CY Program Service Revenue	$109,329,317	CYProgramServiceRevenueAmt
PY Investment Income	$59,876,906	PYInvestmentIncomeAmt
CY Investment Income	$133,422,298	CYInvestmentIncomeAmt
PY Other Revenue	$66,600,225	PYOtherRevenueAmt
CY Other Revenue	$77,487,579	CYOtherRevenueAmt
PY Total Revenue	$1,876,542,577	PYTotalRevenueAmt
CY Total Revenue	$1,955,619,953	CYTotalRevenueAmt
PY Grants And Similar Paid	$16,736,496	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$18,009,379	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$799,079,583	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$818,104,328	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,783,493	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,698,922	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$88,739,405	CYTotalFundraisingExpenseAmt
PY Other Expenses	$784,197,474	PYOtherExpensesAmt
CY Other Expenses	$841,305,688	CYOtherExpensesAmt
PY Total Expenses	$1,601,797,046	PYTotalExpensesAmt
CY Total Expenses	$1,679,118,317	CYTotalExpensesAmt
PY Revenues Less Expenses	$274,745,531	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$276,501,636	CYRevenuesLessExpensesAmt
Total Assets BOY	$7,198,888,846	TotalAssetsBOYAmt
Total Assets EOY	$7,566,256,722	TotalAssetsEOYAmt
Total Liabilities BOY	$1,509,141,868	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,432,391,712	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,689,746,978	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,133,865,010	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	$444,451,952	ExpenseAmt
Grant	$4,570,886	GrantAmt
Revenue	$47,495,062	RevenueAmt
Desc	EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$708,280,970	ExpenseAmt
Grant	$13,438,493	GrantAmt
Revenue	$54,454,823	RevenueAmt
Desc	RESEARCH AND COLLECTIONS (SEE SCHEDULE O)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$123,994,076	ExpenseAmt
Revenue	$53,527,412	RevenueAmt
Desc	MEMBERSHIP (SEE SCHEDULE O)	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,276,726,998	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	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	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	3785	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	7367	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	GB	ForeignCountryCd
Foreign Country	PM	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	2026335386	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 (46 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
HONORABLE JOHN G ROBERTS JR
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE KAMALA D HARRIS
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE JOHN BOOZMAN
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE CATHERINE CORTEZ MASTO
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE GARY PETERS
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE GARRET GRAVES
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE DORIS MATSUI
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE ADRIAN SMITH
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
HONORABLE BARBARA M BARRETT
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MS TONI BUSH
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR JOHN FAHEY
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR ROGER W FERGUSON JR
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR MICHEAL GOVAN
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
DR RISA J LAVIZZO-MOUREY
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MR MICHAEL M LYNTON
REGENT	3.00	0.00	Yes (X)	$0	$0	$0
MS DENISE M O'LEARY
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR FRANKLIN D RAINES
REGENT	2.00	0.00	Yes (X)	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	50.00	0.00		$915,469	$0	$74,097	Yes (X)
MEROE PARK
DEPUTY SECRETARY & COO	50.00	0.00		$613,661	$0	$49,924	Yes (X)
RONALD CORTEZ
UNDER SEC FOR FIN/ADMIN & CFO	50.00	0.00		$482,777	$0	$76,133	Yes (X)
PORTER WILKINSON
CHIEF OF STAFF TO THE REGENTS	50.00	0.00		$253,749	$0	$36,039	Yes (X)
FARLEIGH EARHART
GENERAL COUNSEL (ACTING)	50.00	0.00		$222,203	$0	$26,362	Yes (X)
JOAN MOCKERIDGE
INSPECTOR GENERAL (ACTING)	50.00	0.00		$205,308	$0	$35,434	Yes (X)
JENNIFER MCINTYRE
CHIEF LEGAL OFFICER	50.00	0.00		$0	$0	$0	Yes (X)
NICOLE ANGARELLA
INSPECTOR GENERAL	50.00	0.00		$0	$0	$0	Yes (X)
AMY CHEN
CHIEF INVESTMENT OFFICER	50.00	0.00		$1,147,877	$0	$50,140		Yes (X)
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	50.00	0.00		$443,009	$0	$88,679		Yes (X)
KEVIN GOVER
UNDER SEC FOR HISTORY & CULTURE	50.00	0.00		$439,538	$0	$76,133		Yes (X)
ELLEN STOFAN
UNDER SEC FOR SCIENCE & RESEARCH	50.00	0.00		$438,975	$0	$70,662		Yes (X)
JULISSA MARENCO
ASST SEC. FOR COMM/EXT AFFAIRS & CMO	50.00	0.00		$301,376	$0	$71,847		Yes (X)
DEREK ROSS
DIR, OFC OF PLNG, DSGN & CONST	50.00	0.00		$226,105	$0	$35,761		Yes (X)
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	50.00	0.00		$530,461	$0	$71,065		Yes (X)
JEFFREY SMITH
INVESTMENT OFFICER	50.00	0.00		$699,892	$0	$83,045			Yes (X)
MICHAEL GIOVENCO
INVESTMENT OFFICER	50.00	0.00		$647,978	$0	$50,448			Yes (X)
RYAN DOTSON
INVESTMENT OFFICER	50.00	0.00		$573,416	$0	$83,296			Yes (X)
MELISSA CHIU
DIR, HIRSHHORN MUSEUM & SCULPTUE GARDEN	50.00	0.00		$459,518	$0	$73,135			Yes (X)
CHASE ROBINSON
DIR SACKLER GALLERY/FREER	50.00	0.00		$456,096	$0	$59,781			Yes (X)
CATHY HELM THRU 90123
FMR, INSPECTOR GENERAL	50.00	0.00		$273,332	$0	$18,574				Yes (X)
JUDITH LEONARD THRU 30123
FMR, GENERAL COUNSEL	50.00	0.00		$162,095	$0	$19,850				Yes (X)
RICHARD KURIN THRU 93019
FMR, SR. SCHOLAR AND AMB-AT-LARGE	50.00	0.00		$365,110	$0	$73,204				Yes (X)
ZULLY DORR THRU 093019
FMR, ACTING ASST SEC. FOR ADVANCEMENT	50.00	0.00		$244,297	$0	$59,498				Yes (X)
DOUGLAS HALL THRU 93022
FMR, ACTING UNDER SEC. FOR ADMINISTR	50.00	0.00		$210,307	$0	$33,913				Yes (X)
CHARLES ALCOCK THRU 123120
FMR DIR, HARVARD-SMITHSONIAN CENTER	50.00	0.00		$176,054	$0	$22,083				Yes (X)
ROGER BRISSENDEN THRU 33121
FMR, ACTING UNDER SEC. FOR SCI & RSC	50.00	0.00		$195,182	$0	$0				Yes (X)
NANCY BECHTOL THRU 123022
FMR DIR, SMITHSONIAN FACIILITIES	50.00	0.00		$104,371	$0	$1,948				Yes (X)
ERA MARSHALL THRU 93019
FMR DIR, EQUAL EMPLOYMENT & SUPPLIER DIVERSITY	50.00	0.00		$134,535	$0	$1,759				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,922,691	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,342,810	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2114	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
CLARKSMOOTCONSIGLI A JOINT VENTURE
7500 OLD GEORGETOWN RD	BETHESDA	MD	20814	CONSTRUCTION	$108,174,831
UNIVERSAL PROTECTION SERVICE LP
1551 N TUSTIN AVE	SANTA ANA	CA	927058664	SECURITY	$25,426,334
TC PENNSY DRIVE LLC
444 MADISON AVENUE 18TH FLOOR	NEW YORK	NY	100226903	REAL ESTATE	$8,546,812
DELL MARKETING LP
1 DELL WAY	ROUND ROCK	TX	78682	MARKETING	$4,688,215
100 DISCOVERY PARK DE LLC
116 HUNTINGTON AVE	BOSTON	MA	02116	REAL ESTATE	$4,114,114

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	156	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$31,588	FederatedCampaignsAmt
Membership Dues	$25,916,774	MembershipDuesAmt
Fundraising	$2,280,180	FundraisingAmt
Government Grants	$1,391,267,669	GovernmentGrantsAmt
All Other Contributions	$215,884,548	AllOtherContributionsAmt
Noncash Contributions	$150,028,521	NoncashContributionsAmt
Total Contributions	$1,635,380,759	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
VISITORS & MEMBERSHIPS	900099	$60,310,664	$43,382,038	$52,452	$16,876,174
TOURS/CLASSES	900099	$25,477,486	$24,252,320	$1,225,166
SUBSCRIPTIONS-MAGAZINE	513120	$20,729,190	$18,034,932	$2,694,258
SPONSORSHIP INCOME	900099	$1,442,039	$1,442,039
THEATER INCOME	512000	$1,261,479	$663,339	$598,140

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$108,459	TotalRevenueColumnAmt
Related Or Exempt Func Income	$108,459	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$109,329,317	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,156,848	TotalRevenueColumnAmt
Unrelated Business Revenue	$43,697	UnrelatedBusinessRevenueAmt
Exclusion	$38,113,151	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,640,724	TotalRevenueColumnAmt
Exclusion	$16,640,724	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$11,819,364	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,430,335	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$9,389,029	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,389,029	TotalRevenueColumnAmt
Exclusion	$9,389,029	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$708,860,836	SecuritiesAmt
Other	$13,510	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$613,608,896	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$95,251,940	SecuritiesAmt
Other	$13,510	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$95,265,450	TotalRevenueColumnAmt
Related Or Exempt Func Income	$13,510	RelatedOrExemptFuncIncomeAmt
Exclusion	$95,251,940	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$265,639	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,280,180	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$1,230,997	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$965,358	TotalRevenueColumnAmt
Exclusion	-$965,358	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$69,653,814	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$27,555,650	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,098,164	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,098,164	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MAG/WEBSITE ADVERTISIN	541800	$6,288,714	$6,288,714
INTERCOMPANY REVENUE	900099	$4,013,451		$4,013,451
MISCELLANEOUS REVENUE	900099	$22,855		$22,855

Field	Value	IRS element (for citing)
Other Revenue Total	$10,325,020	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,955,619,953	TotalRevenueColumnAmt
Related Or Exempt Func Income	$134,031,107	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$10,902,427	UnrelatedBusinessRevenueAmt
Exclusion	$175,305,660	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$599,615	TotalAmt
Program Services	$599,615	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$13,800,101	TotalAmt
Program Services	$13,800,101	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,609,663	TotalAmt
Program Services	$3,609,663	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$10,174,936	TotalAmt
Program Services	$2,335,705	ProgramServicesAmt
Management And General	$7,301,999	ManagementAndGeneralAmt
Fundraising	$537,232	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,096,112	TotalAmt
Program Services	$831,632	ProgramServicesAmt
Management And General	$960,685	ManagementAndGeneralAmt
Fundraising	$303,795	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$594,434,884	TotalAmt
Program Services	$483,076,802	ProgramServicesAmt
Management And General	$73,507,000	ManagementAndGeneralAmt
Fundraising	$37,851,082	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$75,606,014	TotalAmt
Program Services	$42,523,616	ProgramServicesAmt
Management And General	$33,063,262	ManagementAndGeneralAmt
Fundraising	$19,136	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$122,064,113	TotalAmt
Program Services	$91,578,534	ProgramServicesAmt
Management And General	$20,187,960	ManagementAndGeneralAmt
Fundraising	$10,297,619	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$13,728,269	TotalAmt
Program Services	$182,223	ProgramServicesAmt
Management And General	$13,532,678	ManagementAndGeneralAmt
Fundraising	$13,368	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,010,874	TotalAmt
Program Services	$501,009	ProgramServicesAmt
Management And General	$265,908	ManagementAndGeneralAmt
Fundraising	$243,957	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,220,987	TotalAmt
Management And General	$1,220,987	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,698,922	TotalAmt
Fundraising	$1,698,922	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,992,773	TotalAmt
Management And General	$4,992,773	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$279,954,392	TotalAmt
Program Services	$210,816,099	ProgramServicesAmt
Management And General	$48,738,393	ManagementAndGeneralAmt
Fundraising	$20,399,900	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,441,712	TotalAmt
Program Services	$2,393,929	ProgramServicesAmt
Management And General	$120,349	ManagementAndGeneralAmt
Fundraising	$927,434	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$43,322,992	TotalAmt
Program Services	$31,579,254	ProgramServicesAmt
Management And General	$6,128,161	ManagementAndGeneralAmt
Fundraising	$5,615,577	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$69,637,175	TotalAmt
Program Services	$30,599,681	ProgramServicesAmt
Management And General	$37,338,714	ManagementAndGeneralAmt
Fundraising	$1,698,780	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$255,750	TotalAmt
Program Services	$213,878	ProgramServicesAmt
Management And General	$41,482	ManagementAndGeneralAmt
Fundraising	$390	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$97,967,573	TotalAmt
Program Services	$85,359,184	ProgramServicesAmt
Management And General	$11,328,958	ManagementAndGeneralAmt
Fundraising	$1,279,431	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,239,688	TotalAmt
Program Services	$16,119,357	ProgramServicesAmt
Management And General	$856,626	ManagementAndGeneralAmt
Fundraising	$1,263,705	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,845,009	TotalAmt
Program Services	$3,822,570	ProgramServicesAmt
Management And General	$892,206	ManagementAndGeneralAmt
Fundraising	$130,233	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,916,525	TotalAmt
Program Services	$588,896	ProgramServicesAmt
Management And General	$8,165,899	ManagementAndGeneralAmt
Fundraising	$161,730	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$198,184,305	TotalAmt
Program Services	$159,300,544	ProgramServicesAmt
Management And General	$38,467,574	ManagementAndGeneralAmt
Fundraising	$416,187	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,732,344	TotalAmt
Program Services	$872,200	ProgramServicesAmt
Management And General	$1,856,412	ManagementAndGeneralAmt
Fundraising	$3,732	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM PRODUCTION	$61,337,791	$55,289,437	$236,286	$5,812,068
RESEARCH/SUBCONTRACT	$34,446,116	$34,443,351	$2,735	$30
EQUIPMENT	$6,016,586	$6,289,718	-$338,229	$65,097
UNRELATED BUS. INC. TAX	$4,783,096		$4,783,096	$0

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,679,118,317	TotalAmt
Program Services	$1,276,726,998	ProgramServicesAmt
Management And General	$313,651,914	ManagementAndGeneralAmt
Fundraising	$88,739,405	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$861,134,110	BOYAmt
EOY	$903,030,111	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$353,902,694	BOYAmt
EOY	$307,021,334	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$290,649,838	BOYAmt
EOY	$241,902,020	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,291,418	BOYAmt
EOY	$16,355,514	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$15,619,432	BOYAmt
EOY	$16,587,991	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,701,099	BOYAmt
EOY	$9,876,297	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$6,399,090,686	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,314,999,656	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,962,397,098	BOYAmt
EOY	$3,084,091,030	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,426,646	BOYAmt
EOY	$1,160,582	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,607,781,410	BOYAmt
EOY	$2,889,536,036	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$70,336,620	BOYAmt
EOY	$84,834,443	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$11,648,481	BOYAmt
EOY	$11,861,364	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,198,888,846	BOYAmt
EOY	$7,566,256,722	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$270,834,736	BOYAmt
EOY	$263,532,744	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$750,396,555	BOYAmt
EOY	$664,569,014	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$88,810,231	BOYAmt
EOY	$89,870,749	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$344,446,027	BOYAmt
EOY	$342,961,162	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,654,319	BOYAmt
EOY	$71,458,043	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,509,141,868	BOYAmt
EOY	$1,432,391,712	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	$3,066,495,491	BOYAmt
EOY	$3,352,818,104	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,623,251,487	BOYAmt
EOY	$2,781,046,906	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,689,746,978	BOYAmt
EOY	$6,133,865,010	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,198,888,846	BOYAmt
EOY	$7,566,256,722	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$276,501,636	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$167,422,028	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$194,368	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	$1,308,610,079	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,527,783,787	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,440,330,179	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,639,379,712	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,635,380,758	CurrentTaxYearAmt
Total	$7,551,484,515	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,308,610,079	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,527,783,787	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,440,330,179	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,639,379,712	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,635,380,758	CurrentTaxYearAmt
Total	$7,551,484,515	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$41,319,294	SubstantialContributorsTotAmt
Public Support Total170	$7,510,165,221	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,305,042	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,458,833	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,893,398	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,557,942	CurrentTaxYearMinus1YearAmt
Current Tax Year	$66,576,239	CurrentTaxYearAmt
Total	$194,791,454	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,442,506	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$861,724	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$494,916	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$50,222	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,012,252	CurrentTaxYearAmt
Total	$5,861,620	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,009,345	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,067,957	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,833,252	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$71,845,329	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,141,813	CurrentTaxYearAmt
Total	$181,897,696	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,934,035,285	TotalSupportAmt
Gross Receipts Rltd Activities	$602,310,544	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.94660	PublicSupportCY170Pct
Public Support PY170	0.94150	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
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (1)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,424,110,345	BeginningYearBalanceAmt
Contributions	$74,733,168	ContributionsAmt
Investment Earnings Or Losses	$267,832,674	InvestmentEarningsOrLossesAmt
Other Expenditures	$112,452,629	OtherExpendituresAmt
Administrative Expenses	$3,145,853	AdministrativeExpensesAmt
End Year Balance	$2,651,077,705	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,332,513,197	BeginningYearBalanceAmt
Contributions	$55,461,423	ContributionsAmt
Investment Earnings Or Losses	-$177,127,991	InvestmentEarningsOrLossesAmt
Other Expenditures	$84,916,966	OtherExpendituresAmt
Administrative Expenses	$2,865,944	AdministrativeExpensesAmt
End Year Balance	$2,123,063,719	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.40000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.29000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.31000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,607,490,234	OtherCostOrOtherBasisAmt
Depreciation	$2,771,328,885	DepreciationAmt
Book Value	$2,836,161,349	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$139,554,931	OtherCostOrOtherBasisAmt
Depreciation	$113,940,451	DepreciationAmt
Book Value	$25,614,480	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$333,230,026	OtherCostOrOtherBasisAmt
Depreciation	$293,630,072	DepreciationAmt
Book Value	$39,599,954	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$285,997,039	OtherCostOrOtherBasisAmt
Depreciation	$136,100,248	DepreciationAmt
Book Value	$149,896,791	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,084,091,030	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SECURITIES-ENDOWMENT CONSOLIDATED	$2,622,913,530	F
SECURITIES-SHORT-TERM	$75,372,888	F
SECURITIES-GIFT ANNUITY PROGRAM	$26,520,259	F
SECURITIES-MID TERM	$137,725,765	F
SECURITIES-ENDOWMENT US TREAS	$986,307	F
SECURITIES-ACCRUED ENDOWMENT	$26,017,287	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,889,536,036	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
OTHER ACCRUED LIABILITIES	$1,432,130
BOND INTEREST PAYABLE	$561,405
OTHER LIABILITIES	$345,486
ESTIMATED ENVIRONMENTAL REMEDIATION OBLIGATION	$69,119,022

Field	Value	IRS element (for citing)
Total Liability	$71,458,043	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,219,914,124	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$167,422,028	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$12,194,240	DonatedServicesAndUseFcltsAmt
Other Revenue	$50,898,484	OtherRevenueAmt
Revenue Not Reported	$230,514,752	RevenueNotReportedAmt
Revenue Subtotal	$1,989,399,372	RevenueSubtotalAmt
Investment Expenses Not Incld	-$4,992,773	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$28,786,646	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$33,779,419	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,955,619,953	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,775,796,094	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$12,194,240	DonatedServicesUseFcltsAmt
Expenses Not Reported	$12,194,240	ExpensesNotReportedAmt
Expenses Subtotal	$1,763,601,854	ExpensesSubtotalAmt
Investment Expenses Not Incld2	-$4,992,773	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$79,490,764	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$84,483,537	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,679,118,317	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 3:	SMITHSONIAN INSTITUTION DID NOT MODIFY, TRANSFER, RELEASE, EXTINGUISH OR TERMINATE ANY CONSERVATION EASEMENTS DURING THE YEAR. PART II, LINE 6: THE SMITHSONIAN ENVIRONMENTAL RESEARCH CENTER (SERC) IS LOCATED ON 2,650 ACRES OF LAND ON THE CHESAPEAKE BAY IN SOUTHERN MARYLAND SPANNING FORESTS, WETLANDS, MARSHES, AND 12 MILES OF PROTECTED SHORELINE. THE SITE SERVES AS A NATURAL LABORATORY FOR LONG-TERM AND CUTTING-EDGE ECOLOGICAL RESEARCH. THE SMITHSONIAN HAS A CONSERVATION EASEMENT ASSOCIATED WITH PROPERTY THAT IS IMMEDIATELY ADJACENT TO SERC LAND OWNED BY THE INSTITUTION. FACILITIES AND SECURITY STAFF VISIT THE AREA REGULARLY AND ARE THUS ABLE TO REPORT ANY UNUSUAL ACTIVITY ON THE LAND SUBJECT TO THE EASEMENT. THE ORGANIZATION DOES NOT SEPARATELY TRACK THE HOURS AND EXPENSES ASSOCIATED WITH MONITORING THE PROPERTY RELATED TO THE EASEMENT.
PART II, LINE 9:	THE SMITHSONIAN INSTITUTION'S CONSERVATION EASEMENT DOES NOT APPEAR IN THE INSTITUTION'S AUDITED FINANCIAL STATEMENTS.
PART III, LINE 1A:	IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE PERIOD OF ACQUISITION. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES FOR LOST OR DESTROYED COLLECTION ITEMS ARE RECOGNIZED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS AND ARE DESIGNATED FOR FUTURE COLLECTION ACQUISITIONS, CARE, AND MAINTENANCE.
PART III, LINE 4:	THE ACQUISITION, PRESERVATION, MANAGEMENT, AND STUDY OF COLLECTIONS ARE FUNDAMENTAL TO THE SMITHSONIAN'S MISSION TO INCREASE AND DIFFUSE KNOWLEDGE AND HAVE BEEN THE FOUNDATION UPON WHICH IT RESTS. SMITHSONIAN COLLECTIONS ARE A NATIONAL AND GLOBAL RESOURCE ACCESSED EACH YEAR BY MILLIONS OF VISITORS AND RESEARCHERS WHO USE TRADITIONAL METHODS AND CUTTING-EDGE TECHNOLOGIES TO EXPLORE SUBJECTS FROM AERONAUTICS TO ZOOLOGY. THROUGH ITS COLLECTIONS, THE SMITHSONIAN PRESENTS THE ASTONISHING RECORD OF AMERICAN AND INTERNATIONAL ARTISTIC, HISTORICAL, CULTURAL, AND SCIENTIFIC ACHIEVEMENT, WITH A SCOPE AND DEPTH NO OTHER INSTITUTION IN THE WORLD CAN MATCH. SMITHSONIAN COLLECTIONS CONTRIBUTE TO POPULATION RECOVERY OF ENDANGERED SPECIES, ADVANCES IN REPRODUCTIVE BIOLOGY, GENOME RESOURCE BANKING, MEDICAL RESEARCH, FORENSIC ANALYSIS, BIO-SECURITY, AND CONSERVATION POLICY WORLDWIDE. ASSEMBLED OVER MORE THAN 175 YEARS, THE COLLECTIONS ARE CENTRAL TO THE CORE ACTIVITIES AND TO THE VITALITY AND SIGNIFICANCE OF THE SMITHSONIAN.
PART V, LINE 4:	THE ENDOWMENT INCLUDES APPROXIMATELY 700 INDIVIDUAL ENDOWMENT FUNDS. THE ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT FOR SCHOLARSHIP, RESEARCH ACTIVITIES, OTHER PROGRAMS, ACQUISITIONS OF COLLECTIONS AND OTHER INSTITUTIONAL ACTIVITIES. IT PLAYS A CRITICAL ROLE IN ENABLING THE INSTITUTION TO ACHIEVE ITS MISSION - "THE INCREASE AND DIFFUSION OF KNOWLEDGE." THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF REGENTS TO FUNCTION AS ENDOWMENTS. CLASSIFICATION AND REPORTING OF NET ASSETS ASSOCIATED WITH THE ENDOWMENT REFLECT DONOR-IMPOSED RESTRICTIONS.
PART X, LINE 2:	FIN 48 (ASC 740) FOOTNOTE THE SMITHSONIAN ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN APPLICABLE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE ARE FROM THE YEAR 2020 AND FORWARD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	IMPUTED REVENUE 50,704,117. GAIN ON SALE OF COLLECTIONS 194,367.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT FUNDRAISING EXPENSE -1,230,996. DIRECT EXPENSES COGS -27,555,650.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DIRECT EXPENSES COGS -27,555,650. IMPUTED REVENUE -50,704,117. DIRECT FUNDRAISING EXPENSE -1,230,997.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
SUB-SAHARAN AFRICA	ACADEMIC APPOINTMENT	$51,211
NORTH AMERICA	ACADEMIC APPOINTMENT	$279,314
EAST ASIA AND THE PACIFIC	ACADEMIC APPOINTMENT	$389,198
EUROPE	ACADEMIC APPOINTMENT	$844,211
CENTRAL AMERICA AND CARIBBEAN	ACADEMIC APPOINTMENT	$1,148,976
SOUTH AMERICA	ACADEMIC APPOINTMENT	$797,733
SOUTH ASIA	ACADEMIC APPOINTMENT	$58,490
MIDDLE EAST AND N. AFRICA	ACADEMIC APPOINTMENT	$18,130
SUB-SAHARAN AFRICA	PROGRAM SERVICES	$1,066,314	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
NORTH AMERICA	PROGRAM SERVICES	$442,192	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
ANTARTICA	PROGRAM SERVICES	$15	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	$1,729,530	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
EUROPE	PROGRAM SERVICES	$2,363,176	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
CENTRAL AMERICA AND CARIBBEAN	PROGRAM SERVICES	$955,951	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
SOUTH AMERICA	PROGRAM SERVICES	$487,197	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
SOUTH ASIA	PROGRAM SERVICES	$99,758	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
MIDDLE EAST AND N. AFRICA	PROGRAM SERVICES	$255,447	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
RUSSIA AND NEIGHBORING STATES	PROGRAM SERVICES	$24,479	TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING
CENTRAL AMERICA AND CARIBBEAN	INVESTMENTS	$1,180,461,673
NORTH AMERICA	INVESTMENTS	$5,573,814
EUROPE	INVESTMENTS	$175,910,504
SUB-SAHARAN AFRICA	INVESTMENTS	$39,933,775

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	$3,587,263	SubtotalSpentAmt
Continuation Spent	$1,409,303,825	ContinuationSpentAmt
Total Spent	$1,412,891,088	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
ACADEMIC APPOINTMENT STIPENDS	NORTH AMERICA	24	$279,314	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	SUB-SAHARAN AFRICA	6	$51,211	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	SOUTH ASIA	6	$58,490	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	EAST ASIA AND THE PACIFIC	23	$389,198	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	RUSSIA AND NEIGHBORING STATES	1	$22,400	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	EUROPE (INCLUDING ICELAND AND GREENLAND)	67	$844,211	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	CENTRAL AMERICA AND THE CARIBBEAN	129	$1,148,976	DIRECT DEPOSIT AND CHECKS
ACADEMIC APPOINTMENT STIPENDS	SOUTH AMERICA	214	$797,733	DIRECT DEPOSIT AND CHECKS

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

THE OFFICE OF ACADEMIC APPOINTMENTS AND INTERNSHIPS HAS CENTRAL MANAGEMENT AND ADMINISTRATIVE RESPONSIBILITY FOR THE SMITHSONIAN PROGRAMS OF RESEARCH FELLOWSHIPS AND OTHER ACADEMIC APPOINTMENTS FOR UNDERGRADUATE, GRADUATE STUDENTS, POSTDOCTORAL AND SENIOR SCHOLARS. THE SMITHSONIAN INSTITUTION FELLOWSHIP PROGRAM IS A COMPETITIVE FELLOWSHIP PROGRAM FOR GRADUATE AND POSTDOCTORAL FELLOWS, WHO APPLY TO CONDUCT RESEARCH AT THE INSTITUTION WITH RESEARCH STAFF SERVING AS ADVISORS. THE REVIEW PROCESS IS MADE UP OF DISCIPLINARY COMMITTEES COMPRISED OF THE INSTITUTION'S STAFF WHO EVALUATE THE CANDIDATES AND THEN SELECT THE FELLOWS. THERE ARE OTHER COMPETITIVE AND NON-COMPETITIVE FELLOWSHIPS FOR VISITING SCHOLAR AND STUDENT APPOINTEES SELECTED THROUGH THE SMITHSONIAN UNITS THAT GO THROUGH A VARIETY OF OTHER SELECTION PROCESSES BEFORE AN AWARD IS MADE. AN OFFICIAL LETTER/AGREEMENT IS PROVIDED TO EACH AWARD RECIPIENT IDENTIFYING THE AWARD TITLE, DATES OF TENURE, STIPEND ALLOWANCES, AND REQUIRED RESPONSIBILITIES FOR HOLDING THIS POSITION. ALL RECIPIENTS EITHER WILL IDENTIFY A FINANCIAL INSTITUTION FOR RECEIPT OF THEIR MONETARY AWARD OR THEY WILL RECEIVE US TREASURY CHECKS. DEPENDING ON THE TENURE OF THE APPOINTMENT, PAYMENTS CAN RANGE FROM ONE LUMP SUM, BIWEEKLY PAYMENTS OR MONTHLY PAYMENTS. MOST FELLOWSHIP APPOINTMENTS ARE AWARDED FOR ONE TO TWO YEARS. ON OCCASION, THE SMITHSONIAN INSTITUTION HAS VISITING SCHOLARS OR FELLOWS WHO ARE CONDUCTING RESEARCH IN ANOTHER COUNTRY. PAYMENTS ARE USUALLY SUBMITTED AS STATED ABOVE, HOWEVER, ON OCCASION, THERE MAY BE ONE OR TWO WHO REQUEST THAT THEIR PAYMENTS BE SENT TO THE COUNTRY OF THEIR RESEARCH. AT THE END OF TENURE, A FINAL REPORT OF THEIR RESEARCH ACCOMPLISHMENTS IS PROVIDED FOR OUR RECORDS. SMITHSONIAN RESEARCH STAFF WHO SERVE AS ADVISORS TO THESE FELLOWS, STUDENTS AND SCHOLARS ARE USUALLY IN THE FIELD DURING THEIR TENURE. THE EIGHT SMITHSONIAN RESEARCH CENTERS LOCATED IN THE UNITED STATES AND ONE LOCATED IN PANAMA MONITOR THE PROGRESS OF THEIR FELLOWS ESPECIALLY THOSE FELLOWS IN OTHER COUNTRIES, AND THE ADMINISTRATIVE MANAGEMENT OF FUNDS IS MANAGED THROUGH THE INSTITUTION'S CENTRAL ADMINISTRATION FOR ACCOUNTABILITY.

PART 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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
AVALON CONSULTING GROUP INC
805 15TH STREET NW	WASHINGTON	DC	20005	DIRECT MARKETING CONSULTANT	0	$0	$1,124,031	$0
COMMUNITY COUNSELLING SERVICE CO LLC
461 5TH AVENUE	NEW YORK	NY	10017	FUNDRAISING CONSULTANT	0	$0	$467,500	$0
YES & LIPMANHEARNE LLC
227 W MONROE STREET 21 FLOOR	CHIGAGO	IL	60606	MARKETING SERVICES	0	$0	$24,500	$0
MARTS & LUNDY INC
160 CHUBB AVENUE SUITE 303	LYNDHURST	NJ	07071	CONSULTANT	0	$0	$23,884	$0

Field	Value	IRS element (for citing)
Total Retained By Contractors	$1,639,915	TotalRetainedByContractorsAmt

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	NY GALA	Event1Nm
Gross Receipts Event1	$1,144,520	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,070,545	CharitableContriEvent1Amt
Gross Revenue Event1	$73,975	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$693,929	OtherDirectExpensesEvent1Amt
Event2	AAA ANNUAL BENEFIT	Event2Nm
Gross Receipts Event2	$405,122	GrossReceiptsEvent2Amt
Charitable Contri Event2	$334,679	CharitableContriEvent2Amt
Gross Revenue Event2	$70,443	GrossRevenueEvent2Amt
Food And Beverage Event2	$138,329	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$88,189	OtherDirectExpensesEvent2Amt
Other Events Total	9	OtherEventsTotalCnt
Gross Receipts Other Events	$996,177	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$874,956	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$121,221	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$47,916	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$18,511	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$244,123	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,545,819	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,280,180	CharitableContributionsTotAmt
Gross Revenue Total Events	$265,639	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$186,245	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$18,511	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$1,026,241	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$1,230,997	DirectExpenseSummaryEventsAmt
Net Income Summary	-$965,358	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE G, PART I, LINE 2B

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

SCHEDULE G, PART I

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
CLARK ATLANTA UNIVERSITY INC
223 JAMES P BRAWLEY DR SW	ATLANTA	GA	303144358	581825259	501(C)(3)	$63,700	$0	ACADEMIC APPT. STIPENDS
JACKSON STATE UNIVERSITY
1400 J R LYNCH ST STE 206	JACKSON	MS	392170002	646000507	501(C)(3)	$63,700	$0	ACADEMIC APPT. STIPENDS
FLORIDA A&M UNIVERSITY
400 FOOTE-HILYER ADMINISTRATION	TALLAHASSEE	FL	323073100	590977035	501(C)(3)	$63,700	$0	ACADEMIC APPT. STIPENDS	CENTER
UNIVERSITY OF MARYLAND AT COLLEGE PARK
4500 CAMPUS DRIVE	COLLEGE PARK	MD	207420001	526002033	501(C)(3)	$8,545	$0	ACADEMIC APPT. STIPENDS
TEXAS SOUTHERN UNIVERSITY
3100 CLEBURNE ST	HOUSTON	TX	770044501	746001391	501(C)(3)	$63,700	$0	ACADEMIC APPT. STIPENDS
TUSKEGEE UNIVERSITY
1200 W MONTGOMERY RD	TUSKEGEE INSTITUTE	AL	360881923	630288878	501(C)(3)	$73,950	$0	ACADEMIC APPT. STIPENDS
HARVARD COLLEGE PRESIDENT & FACULTY
PO BOX 4999	BOSTON	MA	02212	042103580	501(C)(3)	$109,590	$0	ACADEMIC APPT. STIPENDS
RUTGERS UNIVERSITY
				226001086	501(C)(3)	$46,393	$0	ACADEMIC APPT. STIPENDS
SALISBURY UNIVERSITY
				526002033	501(C)(3)	$42,000	$0	ACADEMIC APPT. STIPENDS
UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
				956006145	501(C)(3)	$27,500	$0	ACADEMIC APPT. STIPENDS
APOLLO THEATRE FOUNDATION INC
253 W 125TH STREET	NEW YORK	NY	100274408	133630066	501(C)(3)	$5,100	$0	ACADEMIC APPT. STIPENDS
CHAMPAIGN COUNTY FOREST PRESERVE
				376005433	501(C)(3)	$11,250	$0	ACADEMIC APPT. STIPENDS
THE AMISTAD RESEARCH CENTER
				720689313	501(C)(3)	$10,250	$0	ACADEMIC APPT. STIPENDS

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	RESEARCH FELLOWSHIPS AND ACADEMIC APPOINTMENTS	GrantTypeTxt
Recipient	1219	RecipientCnt
Cash Grant	$13,800,101	CashGrantAmt
Non Cash Assistance	ACADEMIC STIPENDS	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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
AMY CHEN
CHIEF INVESTMENT OFFICER	$448,943	$0	$693,600	$0	$5,334	$0	$48,090	$0	$2,050	$0	$1,198,017	$0	$0	$0
MR LONNIE G BUNCH III
SECRETARY OF THE SMITHSONIAN	$876,817	$0	$30,000	$0	$8,652	$0	$48,090	$0	$26,007	$0	$989,566	$0	$0	$0
JEFFREY SMITH
INVESTMENT OFFICER	$276,560	$0	$422,892	$0	$440	$0	$41,874	$0	$41,171	$0	$782,937	$0	$0	$0
MICHAEL GIOVENCO
INVESTMENT OFFICER	$263,828	$0	$383,547	$0	$603	$0	$37,661	$0	$12,787	$0	$698,426	$0	$0	$0
MEROE PARK
DEPUTY SECRETARY & COO	$586,855	$0	$25,000	$0	$1,806	$0	$48,090	$0	$1,834	$0	$663,585	$0	$0	$0
RYAN DOTSON
INVESTMENT OFFICER	$241,086	$0	$332,073	$0	$257	$0	$37,102	$0	$46,194	$0	$656,712	$0	$0	$0
CAROL LEBLANC
PRESIDENT, SMITHSONIAN ENTERPRISES	$401,682	$0	$127,010	$0	$1,769	$0	$48,750	$0	$22,315	$0	$601,526	$0	$0	$0
RONALD CORTEZ
UNDER SEC FOR FIN/ADMIN & CFO	$475,670	$0	$4,000	$0	$3,107	$0	$48,090	$0	$28,043	$0	$558,910	$0	$0	$0
MELISSA CHIU
DIR, HIRSHHORN MUSEUM & SCULPTUE GAR	$453,375	$0	$5,000	$0	$1,143	$0	$48,090	$0	$25,045	$0	$532,653	$0	$0	$0
ROBERT SPILLER
ASSISTANT SECRETARY FOR ADVANCEMENT	$432,737	$0	$7,500	$0	$2,772	$0	$48,090	$0	$40,589	$0	$531,688	$0	$0	$0
CHASE ROBINSON
DIR SACKLER GALLERY/FREER	$451,096	$0	$5,000	$0	$0	$0	$48,090	$0	$11,691	$0	$515,877	$0	$0	$0
KEVIN GOVER
UNDER SEC FOR HISTORY & CULTURE	$428,559	$0	$5,000	$0	$5,979	$0	$48,090	$0	$28,043	$0	$515,671	$0	$0	$0
ELLEN STOFAN
UNDER SEC FOR SCIENCE & RESEARCH	$431,868	$0	$4,000	$0	$3,107	$0	$48,090	$0	$22,572	$0	$509,637	$0	$0	$0
RICHARD KURIN THRU 93019
FMR, SR. SCHOLAR AND AMB-AT-LARGE	$353,431	$0	$4,000	$0	$7,679	$0	$55,710	$0	$17,494	$0	$438,314	$0	$0	$0
JULISSA MARENCO
ASST SEC. FOR COMM/EXT AFFAIRS & CMO	$295,910	$0	$5,000	$0	$466	$0	$44,134	$0	$27,713	$0	$373,223	$0	$0	$0
ZULLY DORR THRU 093019
FMR, ACTING ASST SEC. FOR ADVANCEMEN	$241,547	$0	$2,750	$0	$0	$0	$35,086	$0	$24,412	$0	$303,795	$0	$0	$0
CATHY HELM THRU 90123
FMR, INSPECTOR GENERAL	$273,332	$0	$0	$0	$0	$0	$0	$0	$18,574	$0	$291,906	$0	$0	$0
PORTER WILKINSON
CHIEF OF STAFF TO THE REGENTS	$248,486	$0	$5,000	$0	$263	$0	$34,687	$0	$1,352	$0	$289,788	$0	$0	$0
DEREK ROSS
DIR, OFC OF PLNG, DSGN & CONST	$221,105	$0	$5,000	$0	$0	$0	$10,522	$0	$25,239	$0	$261,866	$0	$0	$0
FARLEIGH EARHART
GENERAL COUNSEL (ACTING)	$207,203	$0	$15,000	$0	$0	$0	$10,553	$0	$15,809	$0	$248,565	$0	$0	$0
DOUGLAS HALL THRU 93022
FMR, ACTING UNDER SEC. FOR ADMINISTR	$200,307	$0	$10,000	$0	$0	$0	$8,252	$0	$25,661	$0	$244,220	$0	$0	$0
JOAN MOCKERIDGE
INSPECTOR GENERAL (ACTING)	$195,308	$0	$10,000	$0	$0	$0	$9,887	$0	$25,547	$0	$240,742	$0	$0	$0
CHARLES ALCOCK THRU 123120
FMR DIR, HARVARD-SMITHSONIAN CENTER	$172,265	$0	$750	$0	$3,039	$0	$21,275	$0	$808	$0	$198,137	$0	$0	$0
ROGER BRISSENDEN THRU 33121
FMR, ACTING UNDER SEC. FOR SCI & RSC	$195,182	$0	$0	$0	$0	$0	$0	$0	$0	$0	$195,182	$0	$0	$0
JUDITH LEONARD THRU 30123
FMR, GENERAL COUNSEL	$156,754	$0	$4,000	$0	$1,341	$0	$6,927	$0	$12,923	$0	$181,945	$0	$0	$0
ERA MARSHALL THRU 93019
FMR DIR, EQUAL EMPLOYMENT & SUPPLIER	$134,535	$0	$0	$0	$0	$0	$0	$0	$1,759	$0	$136,294	$0	$0	$0
NANCY BECHTOL THRU 123022
FMR DIR, SMITHSONIAN FACIILITIES	$101,776	$0	$2,500	$0	$95	$0	$972	$0	$976	$0	$106,319	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 7	OFFICE OF INVESTMENTS INCENTIVE PLAN: THE INCENTIVE PLAN PAYOUT IS BASED ON PRE-DETERMINED GOALS. QUANTITATIVE GOALS COMPARE OUR PORTFOLIO PERFORMANCE TO A POLICY BENCHMARK OVER A THREE YEAR PERIOD, AND QUALITATIVE GOALS ARE ESTABLISHED ANNUALLY FOR EACH EMPLOYEE. A SET FORMULA IS USED TO CALCULATE THE FINAL PAYOUT, AND QUANTITATIVE RESULTS ARE AUDITED BEFORE REGENT APPROVAL.
PART II: COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL	NAME: CHARLES ALCOCK COMPENSATION FROM UNRELATED ORGANIZATION: 179,128 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)	$21,500,000	$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 Use By OthersPrivateBusUseByOthersPct	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	0.00000	0	0	Yes (1)
B	0	0	Yes (1)	0	0.00000	0.01940	0.01940	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

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	$207,244	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	1247	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	311	ContributionCnt
Noncash Contributions Rpt F990	$150,028,521	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	604	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2030	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	176776	ContributionCnt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ARCHIVAL CUBIC FT.	1070	$0	MARKET VALUE
Yes (X)	ARCHIVAL GIGABYTES	1396	$0	MARKET VALUE
Yes (X)	ARCHIVAL ITEMS	1361	$0	MARKET VALUE

Field	Value	IRS element (for citing)
Form8283 Received	66	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: IN APRIL 2024, THE NATIONAL AIR AND SPACE MUSEUM SERVED AS A MAJOR SOURCE OF INFORMATION, EDUCATIONAL ACTIVITIES AND EXPERIENCES ON THE TOTAL SOLAR ECLIPSE THAT CROSSED THE CONTIGUOUS UNITED STATES. CO-HOSTED WITH OTHER SMITHSONIAN MUSEUMS, NASA, NOAA, NSF AND THE NATIONAL RADIO ASTRONOMY OBSERVATORY, THE MUSEUM HOSTED THE "SOLAR ECLIPSE FESTIVAL ON THE NATIONAL MALL." VISITORS TO THE FESTIVAL COULD GRAB A PAIR OF SOLAR ECLIPSE GLASSES, PEER THROUGH SAFE SOLAR TELESCOPES AND PARTICIPATE AT MANY ACTIVITY STATIONS. THE SMITHSONIAN FOLKLIFE FESTIVAL WAS HELD AT THE END OF JULY 2024, OFFERING FIVE DAYS OF FREE PUBLIC PROGRAMMING ON THE NATIONAL MALL. THE THEME FOR 2024, "INDIGENOUS VOICES OF THE AMERICAS: CELEBRATING THE NATIONAL MUSEUM OF THE AMERICAN INDIAN," WAS IN PARTNERSHIP WITH THE MUSEUM, WHICH MARKED ITS 20TH ANNIVERSARY. FESTIVAL OFFERINGS FEATURED OVER 250 PARTICIPANTS FROM 60 INDIGENOUS COMMUNITIES FROM NINE NORTH AMERICAN COUNTRIES. PROGRAMS INCLUDED MUSIC AND SPORTS PERFORMANCES, TRADITIONAL CRAFT DEMONSTRATIONS, STORYTELLING, AND COOKING DEMOS. IN MARCH 2024, THE SMITHSONIAN AMERICAN WOMEN'S HISTORY MUSEUM LAUNCHED ITS FIRST DIGITAL EXHIBITION "BECOMING VISIBLE: BRINGING AMERICAN WOMEN'S HISTORY INTO FOCUS." THE INTERACTIVE ONLINE EXHIBITION INCLUDES INTRODUCTORY REMARKS BY LYNDA CARTER AND SHARES THE STORIES OF FIVE WOMEN'S LIVES, LIKE SEAMSTRESS OF THE APOLLO SPACE SUITS HAZEL FELLOWS, NARRATED BY CURATORS FROM ACROSS THE SMITHSONIAN. THE HIRSHHORN MUSEUM AND SCULPTURE GARDEN INAUGURATED ITS 50TH ANNIVERSARY YEAR WITH THE OPENING OF "REVOLUTIONS: ART FROM THE HIRSHHORN COLLECTION, 1860 - 1960." THE FULL-FLOOR SURVEY SHOWCASED 270 ARTWORKS BY 126 ARTISTS IN THE MUSEUM'S PERMANENT COLLECTION, INCLUDING EDWARD HOPPER, WILLEM DE KOONING, JOHN SINGER SARGENT AND HELEN FRANKENTHALER. IN SEPTEMBER 2024, THE HIRSHHORN ALSO OPENED "OSGEMEOS: ENDLESS STORY," THE FIRST U.S. MUSEUM SURVEY AND LARGEST U.S. EXHIBIT OF ARTWORK BY THE BRAZILIAN TWIN ARTISTS. THIS MILESTONE EXHIBIT INCLUDED THE INSTALLATION OF ALMOST 1,000 ARTWORKS, INCLUDING SITE-SPECIFIC PAINTINGS AND IMMERSIVE ARTWORKS. THAT SAME MONTH, THE "BASQUIAT X BANKSY" EXHIBIT BROUGHT TOGETHER TWO LARGE PAINTINGS BY THE MAJOR ARTISTS JEAN-MICHEL BASQUIAT AND BANKSY, ILLUMINATING HOW ARTISTS ARE CONNECTED ACROSS TIME AND GEOGRAPHY. THE NATIONAL PORTRAIT GALLERY PRESENTED "BRILLIANT EXILES: AMERICAN WOMEN IN PARIS, 1900-1939," IN APRIL 2024. THROUGH PORTRAITURE AND BIOGRAPHY, IT HIGHLIGHTED THE ACCOMPLISHMENTS OF MORE THAN 60 WOMEN WHO CROSSED THE ATLANTIC TO PURSUE PROFESSIONAL GOALS IN A VARIETY OF FIELDS. THE SMITHSONIAN ASIAN PACIFIC AMERICAN CENTER INTRODUCED ITS FIRST MUSEUM EXHIBITION IN OVER A DECADE WITH "SIGHTLINES: CHINATOWN AND BEYOND" IN SEPTEMBER 2024. HOSTED AT THE SMITHSONIAN AMERICAN ART MUSEUM, THE GALLERY CONSIDERS WASHINGTON D.C.'S CHINATOWN THROUGH A HISTORICAL AND CULTURAL PERSPECTIVE, THROUGH PHOTOGRAPHS, ARCHITECTURAL DRAWINGS, SKETCHBOOKS AND EPHEMERA. IN NOVEMBER 2023, THE COOPER HEWITT, SMITHSONIAN DESIGN MUSEUM OPENED "MAKING HOME - SMITHSONIAN DESIGN TRIENNIAL," FEATURING 25 SITE-SPECIFIC, NEWLY COMMISSIONED INSTALLATIONS. THIS IS THE SEVENTH DESIGN TRIENNIAL, AND THE THREE-FLOOR EXHIBIT EXPLORES DESIGN'S ROLE IN SHAPING EXPERIENCES OF HOME. THROUGH DIGITAL PROGRAMS AND EDUCATIONAL MATERIALS, IN-PERSON LECTURES AND CLASSROOM DISCUSSIONS, THE SMITHSONIAN'S OFFICE OF THE UNDER SECRETARY FOR EDUCATION ADVANCED THE INSTITUTION'S STRATEGIC GOAL TO ENGAGE WITH CLASSROOMS NATIONWIDE THROUGH NEW TECHNOLOGY AND AN ANNUAL EDUCATION SUMMIT. IN APRIL 2024, THE SMITHSONIAN CREATED INTERACTIVE INSTAGRAM EXPERIENCES USING 3D AUGMENTED REALITY MODELS OF CELESTIAL OBJECTS FROM THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY THAT COULD BE USED BY AUDIENCES ACROSS THE COUNTRY. SIMILARLY, THE SMITHSONIAN AMERICAN ART MUSEUM PRODUCED THE "TEMPLE OF INVENTION AUGMENTED REALITY EXPERIENCE" SO THAT VISITORS, ESPECIALLY FAMILIES AND ELEMENTARY SCHOOL-AGE CHILDREN, CAN MEET SOME OF THE FASCINATING PEOPLE WHO SPENT TIME IN THE MUSEUM'S HISTORICAL BUILDING. IN MAY 2024, THE FOURTH ANNUAL NATIONAL EDUCATION SUMMIT BROUGHT TOGETHER THOUSANDS OF TEACHERS, MUSEUM EDUCATORS, CURRICULUM SPECIALISTS, LIBRARIANS AND EDUCATION AGENCIES FROM ACROSS THE NATION FOR THREE DAYS OF FREE VIRTUAL AND IN-PERSON SESSIONS. THE THEME "TOGETHER WE THRIVE: CONNECTING AT THE INTERSECTIONS" EMPHASIZED THE POWER OF INTERDISCIPLINARY LEARNING IN ART, CULTURE, HISTORY AND SCIENCE. PODCASTS FROM THE INSTITUTION ENCOURAGED LEARNING THROUGH STORYTELLING FOR AUDIENCES OF ALL AGES AND IN ANY LOCATION. IN OCTOBER 2023, THE NATIONAL PORTRAIT GALLERY PREMIERED THE FIFTH SEASON OF ITS PORTRAITS PODCAST, IN WHICH MUSEUM DIRECTOR KIM SAJET SHARES UNUSUAL HISTORIES BEHIND SOME OF THE ARTWORKS IN THE MUSEUM. AND SEASON 11 OF THE SMITHSONIAN'S FLAGSHIP PODCAST SIDEDOOR SHARED NEW LESSONS ABOUT COLLECTION ITEMS FROM ACROSS THE INSTITUTION.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:	RESEARCH AND COLLECTIONS: THE SMITHSONIAN'S COLLECTIONS OF 157.3 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 36 MILLION DIGITAL RECORDS OF ONLINE MATERIAL. CARE OF THE COLLECTIONS INVOLVES THE WORK OF REGISTRARS, CONSERVATORS, MUSEUM SPECIALISTS, DESIGNERS, CURATORS AND EDITORS. APPROXIMATELY 148 MILLION OBJECTS AND SPECIMENS ARE PART OF THE NATIONAL MUSEUM OF NATURAL HISTORY COLLECTIONS AND ARE PRIMARILY USED FOR RESEARCH BY BOTH SMITHSONIAN SCIENTISTS AND RESEARCHERS FROM AROUND THE WORLD. IN SOME CASES, THE MUSEUM HAS THE DEFINITIVE, IRREPLACEABLE COLLECTION OF A CERTAIN SPECIES WHICH IS ESSENTIAL FOR COMPARATIVE STUDIES. RESEARCHERS AT THE NATIONAL MUSEUM OF NATURAL HISTORY CONTRIBUTED NOTEWORTHY DISCOVERIES AND STUDIES ACROSS MULTIPLE FIELDS, INCLUDING ANTHROPOLOGY, MOLECULAR BIOLOGY AND PLANETARY SCIENCES. AT THE END OF OCTOBER 2023, THE MUSEUM UNVEILED THE FIRST PUBLIC SAMPLE OF THE BENNU ASTEROID IN PARTNERSHIP WITH NASA. IN DECEMBER 2023, RESEARCHERS SEQUENCED THE GENETIC CODE OF THE CULTURALLY SIGNIFICANT COAST SALISH WOOLLY DOG FROM ONE OF THE FEW REMAINING PELTS IN EXISTENCE, STORED IN THE SMITHSONIAN'S COLLECTION, WHICH LENT INSIGHTS TO THE ANCESTRY AND GENETICS OF THE NOW EXTINCT ANIMAL. IN ANOTHER COLLABORATIVE STUDY WITH MUSEUMS AND UNIVERSITIES AROUND THE WORLD, FIVE NEW SPECIES OF SOFT-FURRED HEDGEHOGS WERE IDENTIFIED, USING MUSEUM SPECIMENS. IN MARCH 2024, SCIENTISTS IDENTIFIED THE FOSSILIZED SKULL OF AN ANCIENT AMPHIBIAN ANCESTOR IN THE MUSEUM'S COLLECTION, NAMING IT KERMITOPS AFTER THE ICONIC MUPPET WHICH IS HOUSED IN THE NATIONAL MUSEUM OF AMERICAN HISTORY. SCIENTISTS AND KEEPERS AT NZCBI CONTINUED TO PLAY A LEADING ROLE IN THE SMITHSONIAN'S GLOBAL EFFORTS TO SAVE WILDLIFE SPECIES FROM EXTINCTION AND TRAIN FUTURE GENERATIONS OF CONSERVATIONISTS. IN NOVEMBER 2023, THE GIANT PANDA CONSERVATION PROGRAM OVERSAW THE SUCCESSFUL DEPARTURE AND RETURN TO CHINA OF TIAN TIAN, MEI XIANG AND XIAO QI JI. THE PANDA HABITAT ON ASIA TRAIL WAS THEN RENOVATED, AND THE ARRIVAL OF TWO MORE PANDAS WAS ANNOUNCED IN MAY 2024, MARKING A CRUCIAL CONTINUATION OF CONSERVATION RESEARCH FOR THIS VULNERABLE SPECIES. NZCBI ALSO WELCOMED THE BIRTH OF A LITTER OF BLACK-FOOTED FERRETS UNDER THE ASSOCIATION OF ZOOS AND AQUARIUMS' SAVING ANIMALS FROM EXTINCTION PROGRAM AND THE BIRTH OF TWO PYGMY SLOW LORISES, AN ENDANGERED SPECIES. A COLLABORATIVE STUDY LED BY NZCBI WITH THE NATIONAL AIR AND SPACE MUSEUM AND THE NATIONAL MUSEUM OF NATURAL HISTORY RESULTED IN A PAPER DEMONSTRATING SUCCESSFUL CRYOPRESERVATION AND OUTLINING HOW TO CREATE A LUNAR BIOREPOSITORY. ALSO IN 2024, THE NATIONAL AIR AND SPACE MUSEUM'S CENTER FOR EARTH AND PLANETARY STUDIES PUBLISHED FINDINGS ON MOONQUAKES AND THE CONTRACTION OF THE MOON'S SOUTH POLE, WHICH CAN INFORM FUTURE MOON LANDING SITES. IN NOVEMBER 2023, THE NATIONAL PORTRAIT GALLERY PREMIERED MORE THAN 20 NEWLY ACQUIRED PORTRAITS INCLUDING ENTREPRENEUR AND PHILANTHROPIST MADAME C.J. WALKER, ARTIST RUTH ASAWA, SUPREME COURT JUSTICE RUTH BADER GINSBURG AND RABBI SALLY PRIESAND. IN DECEMBER 2023, A NEWLY COMMISSIONED PORTRAIT OF OPRAH WINFREY WAS UNVEILED. THE MUSEUM ALSO DEBUTED ITS FIRST JOINT ACQUISITION WITH THE SMITHSONIAN AMERICAN ART MUSEUMTHE FILM INSTALLATION "LESSONS OF THE HOUR" BY SIR ISAAC JULIEN, WHICH EXPANDS BOTH MUSEUMS' TIME-BASED MEDIA COLLECTIONS. IN JULY 2024, THE PORTRAIT GALLERY ACQUIRED THE EARLIEST KNOWN PHOTOGRAPH OF A U.S FIRST LADYAN 1843 DAGUERREOTYPE OF DOLLEY MADISON. BEGINNING IN JANUARY 2024, THE NATIONAL MUSEUM OF AMERICAN HISTORY BEGAN COLLECTING PRESIDENTIAL CAMPAIGN MEMORABILIA TO DOCUMENT THE ELECTION CYCLE THROUGH MATERIALS THAT CAPTURED THE ATMOSPHERE OF THE PRIMARIES AND PARTY CONVENTIONS.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:	MEMBERSHIP: THE NATIONAL ASSOCIATE PROGRAM IS THE INSTITUTION'S LARGEST AND MOST BASIC MEMBERSHIP PROGRAM. THE PROGRAM PROVIDES MEMBERS WITH SMITHSONIAN MAGAZINE, WHICH IS PUBLISHED 11 TIMES A YEAR. THE PRINT AND ONLINE PUBLICATION PROVIDES IN-DEPTH COVERAGE OF HISTORY, SCIENCE, NATURE, ART AND WORLD CULTURES. "FRIENDS OF THE SMITHSONIAN" IS A HIGHER-LEVEL MEMBERSHIP PROGRAM FOR PEOPLE INTERESTED IN A DEEP PHILANTHROPIC CONNECTION TO THE SMITHSONIAN. FRIENDS RECEIVE SMITHSONIAN MAGAZINE, PLUS THEY ARE INVITED TO VARIOUS EVENTS AND ARE GIVEN THE OPPORTUNITY TO LEARN ABOUT AND SUPPORT THE INSTITUTION'S EXHIBITIONS AND RESEARCH. THE SMITHSONIAN ASSOCIATES IS A SELF-SUPPORTING MEMBERSHIP PROGRAM WHICH PRODUCES INFORMATIVE, ENLIGHTENING, ENTERTAINING, AND INSIGHTFUL PROGRAMS INSPIRED BY AND GOING BEYOND SMITHSONIAN RESEARCH, COLLECTIONS AND EXHIBITIONS. PROGRAMS ENGAGE AUDIENCES FROM PRE-K TO POST-RETIREMENT WHO HAVE KEEN INTEREST IN FURTHERING THEIR UNDERSTANDING OF THE ARTS AND SCIENCES, THE PAST, PRESENT, AND FUTURE OF WORLD CULTURES. THE LARGEST MUSEUM-BASED EDUCATIONAL PROGRAM IN THE WORLD, SMITHSONIAN ASSOCIATES ANNUALLY PRODUCES MORE THAN 1,000 ONLINE AND IN-PERSON SEMINARS AND LECTURES, MULTI-PART COURSES, STUDIO ARTS CLASSES, STUDY TOURS, CONCERTS AND CHILDREN'S PROGRAMS. NOTABLE GUESTS INCLUDED TELEVISION PRESENTER AL ROKER AND HIS DAUGHTER AND TRAINED CHEF COURTNEY ROKER LAGA; ACTOR AND RECIPIENT OF THE SMITHSONIAN ASSOCIATES JOHN P. MCGOVERN AWARD HENRY WINKLER; AWARD-WINNING CELEBRITY CHEF BOBBY FLAY; PBS "REVOLUTIONARY ROAD TRIP" TELEVISION HOST DARLEY NEWMAN; FORMER U.S. SUPREME COURT JUSTICE STEPHEN BREYER; AND, BEST-SELLING AUTHOR ERIK LARSON.
FORM 990, PART IV, LINE 12B	THE SMITHSONIAN'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE UNITED STATES GOVERNMENT'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS.
FORM 990, PART VI, SECTION A, LINE 1A	THE BYLAWS OF THE ORGANIZATION DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION. THE BOARD OF REGENTS ELECTS FROM ITS MEMBERS AN EXECUTIVE COMMITTEE CONSISTING OF THREE MEMBERS. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL POWERS OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION, EXCEPT THOSE EXPRESSLY RESERVED TO ITSELF BY THE BOARD OF REGENTS, PROVIDED THAT ALL SUCH PROCEEDINGS ARE REPORTED TO THE GOVERNANCE AND NOMINATING COMMITTEE AND THE BOARD OF REGENTS ON A REGULAR BASIS. THE CHAIR OF THE BOARD SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE. THE VICE CHAIR OF THE BOARD SERVES AS A MEMBER OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 7A	PURSUANT TO FEDERAL STATUTE, THE BOARD OF REGENTS CONSISTS OF THE VICE PRESIDENT OF THE UNITED STATES, THE CHIEF JUSTICE OF THE UNITED STATES, THREE MEMBERS OF THE U.S. SENATE, THREE MEMBERS OF THE U.S. HOUSE OF REPRESENTATIVES, AND NINE ADDITIONAL CITIZEN REGENTS. THE THREE SENATORS ARE APPOINTED BY THE PRESIDENT PRO TEMPORE OF THE U.S. SENATE, AND THE THREE MEMBERS OF THE HOUSE OF REPRESENTATIVES ARE APPOINTED BY THE SPEAKER OF THE HOUSE OF REPRESENTATIVES. THEIR APPOINTMENT TERMS COINCIDE WITH THE TERMS FOR WHICH THEY ARE ELECTED, AND THEY MAY BE REAPPOINTED IF RE-ELECTED. THE CITIZEN REGENTS ARE NOMINATED BY THE BOARD OF REGENTS, AND APPOINTED BY A JOINT RESOLUTION OF CONGRESS WHICH IS SIGNED BY THE PRESIDENT OF THE UNITED STATES.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE OFFICE OF GENERAL COUNSEL, THE OFFICE OF THE UNDER SECRETARY FOR FINANCE AND ADMINISTRATION, AND BY AN INDEPENDENT OUTSIDE COUNSEL FIRM. AFTER THIS REVIEW PROCESS, THE 990 IS REVIEWED AND AFFIRMED BY THE AUDIT AND REVIEW COMMITTEE OF THE BOARD OF REGENTS. THE 990 IS THEN MADE AVAILABLE TO THE FULL BOARD OF REGENTS FOR REVIEW AND COMMENT PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ALL OFFICERS, KEY EMPLOYEES, AND CERTAIN OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND FILE ANNUALLY A CONFIDENTIAL FINANCIAL DISCLOSURE REPORT. THESE REPORTS - WHICH REQUIRE DISCLOSURE OF CERTAIN ASSETS, EARNED INCOME, LIABILITIES, OUTSIDE POSITIONS, OUTSIDE CONTRACTS AND AGREEMENTS, GIFTS, HOSPITALITY, REIMBURSEMENTS, AND OTHER INTERESTS RELATED TO THE EMPLOYEE'S SMITHSONIAN POSITION - ARE REVIEWED BY THE INSTITUTION'S OFFICE OF GENERAL COUNSEL FOR COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST POLICIES AND LAWS. IN ADDITION TO THIS REQUIRED REPORTING, ALL KEY EMPLOYEES ARE REQUIRED TO COMPLY WITH THE INSTITUTION'S STANDARDS OF CONDUCT, WHICH, AMONG OTHER THINGS, REQUIRES THAT EMPLOYEES NOT ENGAGE IN PRIVATE OR PERSONAL ACTIVITIES THAT MIGHT CONFLICT OR APPEAR TO CONFLICT WITH SMITHSONIAN INTERESTS, REQUIRES THAT EMPLOYEES OBTAIN OFFICE OF GENERAL COUNSEL APPROVAL BEFORE ENGAGING IN AN OUTSIDE ACTIVITY FOR COMPENSATION, AND REQUIRES EMPLOYEES TO CONSULT WITH THE OFFICE OF GENERAL COUNSEL WHENEVER A DOUBT EXISTS AS TO WHETHER AN ACTIVITY OR PLANNED ACTIVITY VIOLATES THE STANDARDS. ALL MEMBERS OF THE SMITHSONIAN'S GOVERNING BODY ARE REQUIRED TO COMPLETE AND FILE ANNUALLY THE BOARD OF REGENTS ANNUAL DISCLOSURE STATEMENT. THESE STATEMENTS - WHICH REQUIRE REPORTING BY MEMBERS (INCLUDING ANY REPORTABLE INTERESTS HELD BY IMMEDIATE FAMILY MEMBERS) ON OUTSIDE POSITIONS AND SUBSTANTIAL SHAREHOLDING IN FOR-PROFIT BUSINESS ENTITIES, OUTSIDE POSITIONS IN NON-PROFIT ENTITIES, AND INTERESTS AND AFFILIATIONS OF THE MEMBER THAT HAVE OR SOUGHT TO HAVE A RELATIONSHIP TO THE SMITHSONIAN - ARE REVIEWED BY THE INSTITUTION'S GENERAL COUNSEL FOR COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST POLICIES AND LAWS. IN ADDITION TO THIS REQUIRED REPORTING, ALL MEMBERS OF THE SMITHSONIAN'S GOVERNING BODY ARE REQUIRED TO COMPLY WITH THE BOARD OF REGENTS ETHICS GUIDELINES, WHICH, AMONG OTHER THINGS, DEFINE CONFLICTS OF INTEREST AND ESTABLISH PROCEDURES FOR DISCLOSING AND REPORTING OF CONFLICTS AND RECUSAL FROM DECISION-MAKING.
FORM 990, PART VI, SECTION B, LINE 15	THE SMITHSONIAN ENSURES THAT COMPENSATION PAID TO OFFICERS AND OTHER KEY EMPLOYEES IS REASONABLE AND COMPARABLE TO SIMILAR ORGANIZATIONS. EMPLOYEES OF THE SMITHSONIAN MAY BE PAID WITH FEDERALLY APPROPRIATED FUNDS OR WITH NONFEDERAL ("TRUST") FUNDS. MOST TRUST FUNDED (NONFEDERAL) OFFICER AND KEY EMPLOYEE POSITIONS ARE SUBJECT TO MARKET-BASED COMPENSATION, AND THE BOARD OF REGENTS' COMMITTEE ON COMPENSATION AND HUMAN RESOURCES ENGAGES AN INDEPENDENT CONSULTANT TO DEVELOP AND ASSEMBLE COMPARABILITY DATA FOR ITS CONSIDERATION AND TO INFORM ITS DECISIONS. THE COMMITTEE'S ANNUAL DELIBERATIONS AND DECISIONS ARE DOCUMENTED AS PART OF THE FINAL RECOMMENDATION MATERIALS SUBMITTED TO THE BOARD OF REGENTS. SALARIES FOR FEDERAL EMPLOYEES ARE DETERMINED BY STATUTORILY ESTABLISHED PAY RANGES FOR CIVIL SERVICE EMPLOYEES. AS A MATTER OF POLICY, THE SMITHSONIAN HAS ESTABLISHED SIMILAR RANGES FOR CERTAIN TRUST FUNDED OFFICER AND KEY EMPLOYEE POSITIONS AND MAINTAINS THOSE RANGES IN PROPORTION TO THE APPROPRIATE FEDERAL PAY RANGES.
FORM 990, PART VI, SECTION C, LINE 19	THE SMITHSONIAN MAKES ITS GOVERNING DOCUMENTS, STATEMENT OF VALUES AND CODE OF ETHICS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS PUBLIC WEBSITE (WWW.SI.EDU). DOCUMENTS MAY ALSO BE VIEWED AT THE OFFICE OF FINANCE AND ACCOUNTING OR MAILED.
FORM 990, PART IX, LINE 11G	ADVSRY & ASSISTNC SRVCS PSC: PROGRAM SERVICE EXPENSES 168,114. MANAGEMENT AND GENERAL EXPENSES 64,481. FUNDRAISING EXPENSES 431. TOTAL EXPENSES 233,026. ADVISORY AND ASST SVCS NON PSC: PROGRAM SERVICE EXPENSES 2,191,692. MANAGEMENT AND GENERAL EXPENSES 629,118. FUNDRAISING EXPENSES 301,230. TOTAL EXPENSES 3,122,040. CENTRAL ENGINEERING SERVICES: PROGRAM SERVICE EXPENSES 13,792,837. MANAGEMENT AND GENERAL EXPENSES 1,201. FUNDRAISING EXPENSES 4,402. TOTAL EXPENSES 13,798,440. TECH/ADMIN SVCS - 1099 VENDORS: PROGRAM SERVICE EXPENSES -49,226. MANAGEMENT AND GENERAL EXPENSES 6,850. FUNDRAISING EXPENSES -267. TOTAL EXPENSES -42,643. NON-BENEFIT POOL TUITION: PROGRAM SERVICE EXPENSES 47,573. MANAGEMENT AND GENERAL EXPENSES 476. FUNDRAISING EXPENSES 6,717. TOTAL EXPENSES 54,766. SAO MACHINE SHOP SERVICES: PROGRAM SERVICE EXPENSES 145,685. MANAGEMENT AND GENERAL EXPENSES 86. FUNDRAISING EXPENSES 2,410. TOTAL EXPENSES 148,181. INSTITUTIONAL MEMBERSHIP & FEES: PROGRAM SERVICE EXPENSES 1,009,222. MANAGEMENT AND GENERAL EXPENSES 236,368. FUNDRAISING EXPENSES 57,814. TOTAL EXPENSES 1,303,404. SUPPORT EXTERNAL ORGANIZATIONS: PROGRAM SERVICE EXPENSES 235,067. MANAGEMENT AND GENERAL EXPENSES 17,754. FUNDRAISING EXPENSES 29,590. TOTAL EXPENSES 282,411. TEMP EMPLOYMENT SVCS: PROGRAM SERVICE EXPENSES 4,718,072. MANAGEMENT AND GENERAL EXPENSES 2,708,184. FUNDRAISING EXPENSES 439,618. TOTAL EXPENSES 7,865,874. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 84,768,494. MANAGEMENT AND GENERAL EXPENSES 12,990,504. FUNDRAISING EXPENSES 13,860,594. TOTAL EXPENSES 111,619,592. AUDIO VISUAL SERVICES: PROGRAM SERVICE EXPENSES 3,723,067. MANAGEMENT AND GENERAL EXPENSES -448,063. FUNDRAISING EXPENSES 744,970. TOTAL EXPENSES 4,019,974. LECTURES HONORARIA: PROGRAM SERVICE EXPENSES 2,555,685. MANAGEMENT AND GENERAL EXPENSES 36,302. FUNDRAISING EXPENSES 53,235. TOTAL EXPENSES 2,645,222. EXHIBIT SERVICES: PROGRAM SERVICE EXPENSES 10,265,489. MANAGEMENT AND GENERAL EXPENSES 20,045. FUNDRAISING EXPENSES 100,745. TOTAL EXPENSES 10,386,279. OTHER PURCH G&S GOVT: PROGRAM SERVICE EXPENSES 411,025. MANAGEMENT AND GENERAL EXPENSES -203,390. FUNDRAISING EXPENSES 1,528. TOTAL EXPENSES 209,163. IAT IN-HOUSE CONSULTANT: PROGRAM SERVICE EXPENSES 106,332. MANAGEMENT AND GENERAL EXPENSES -59,260. FUNDRAISING EXPENSES -28. TOTAL EXPENSES 47,044. SAO CENTRAL ENG. SERV-ACCR: PROGRAM SERVICE EXPENSES -346,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -10. TOTAL EXPENSES -346,684. SAO MACHINE SHOP SERV-ACCR: PROGRAM SERVICE EXPENSES -5,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -5,741. REIMB GOVERNMENT AGENCIES: PROGRAM SERVICE EXPENSES -11,540. MANAGEMENT AND GENERAL EXPENSES -2,787. FUNDRAISING EXPENSES -30. TOTAL EXPENSES -14,357. OPERATION & MAINT FACILITIES: PROGRAM SERVICE EXPENSES 30,441,308. MANAGEMENT AND GENERAL EXPENSES 22,648,237. FUNDRAISING EXPENSES 70,687. TOTAL EXPENSES 53,160,232. WASTE REMOVAL: PROGRAM SERVICE EXPENSES 254,406. MANAGEMENT AND GENERAL EXPENSES 53,237. FUNDRAISING EXPENSES 590. TOTAL EXPENSES 308,233. GUARD SERVICES: PROGRAM SERVICE EXPENSES 30,655,353. MANAGEMENT AND GENERAL EXPENSES 7,084,078. FUNDRAISING EXPENSES 618,487. TOTAL EXPENSES 38,357,918. CUSTODIAL SERVICES: PROGRAM SERVICE EXPENSES 3,967,087. MANAGEMENT AND GENERAL EXPENSES 890,941. FUNDRAISING EXPENSES 356,536. TOTAL EXPENSES 5,214,564. MEDICAL CARE: PROGRAM SERVICE EXPENSES 244,575. MANAGEMENT AND GENERAL EXPENSES 16,773. FUNDRAISING EXPENSES 64. TOTAL EXPENSES 261,412. EQUIP. NON IT MAINT & REPAIR: PROGRAM SERVICE EXPENSES 8,597,447. MANAGEMENT AND GENERAL EXPENSES 1,539,703. FUNDRAISING EXPENSES 20,553. TOTAL EXPENSES 10,157,703. CATERING: PROGRAM SERVICE EXPENSES 6,514,444. MANAGEMENT AND GENERAL EXPENSES 463,622. FUNDRAISING EXPENSES 3,133,757. TOTAL EXPENSES 10,111,823. COST OF SHARING EXPENSE: PROGRAM SERVICE EXPENSES 4,103,859. MANAGEMENT AND GENERAL EXPENSES 13. FUNDRAISING EXPENSES 469,016. TOTAL EXPENSES 4,572,888. COST SHARING CENTRAL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 20,052. STAFF/BUSINESS EXPENSE: PROGRAM SERVICE EXPENSES 423,078. MANAGEMENT AND GENERAL EXPENSES 4,844. FUNDRAISING EXPENSES 122,139. TOTAL EXPENSES 550,061. PEST CONTROL SERVICES: PROGRAM SERVICE EXPENSES 259,700. MANAGEMENT AND GENERAL EXPENSES 6,315. FUNDRAISING EXPENSES 152. TOTAL EXPENSES 266,167. SUBSTNC & SUPPORT PERSONS: PROGRAM SERVICE EXPENSES 1,629,669. MANAGEMENT AND GENERAL EXPENSES 32,709. FUNDRAISING EXPENSES -15,030. TOTAL EXPENSES 1,647,348.
FORM 990, PART XI, LINE 9:	SALES OF COLLECTIONS 194,368.
FORM 990, PART XII, LINE 2B	THE SMITHSONIAN INSTITUTION IS SEPARATELY AUDITED. THE SMITHSONIAN INSTITUTION'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE UNITED STATES GOVERNMENT'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

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

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

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	EXCLUDED	PredominantIncomeTypeTxt
Share Of Total Income	$48,058	ShareOfTotalIncomeAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd
Ownership	1.00000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (1)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	AZ	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (2)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	CO	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (1)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	CT	N/A	T	Yes (1)
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	IL	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 (3)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	NJ	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (1)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	NY	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (1)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	PA	N/A	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (5)
1000 JEFFERSON DRIVE SW	WASHINGTON	DC	20560	CHARITABLE REMAINDER TRUST	VA	N/A	T	Yes (1)

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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

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

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$864,380	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt