CARNEGIE INSTITUTION OF WASHINGTON: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: CARNEGIE INSTITUTION OF WASHINGTON (EIN 53-0196523)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-15
IRS object ID: 201831359349308633
Schema version: 2016v3.0
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 E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-15T13:24:21-07:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	530196523	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Timothy Doyle	PersonNm
Person Title	Chief Operating Officer	PersonTitleTxt
Phone	2023876400	PhoneNum
Signature	2018-05-15	SignatureDt

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MATTHEW SCOTT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1530 P STREET NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$693,809,970	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CARNEGIESCIENCE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1904	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	The conduct of scientific discovery, research and education in the fields of plant biology, developmental biology, earth and planetary sciences, astronomy, and global ecology	ActivityOrMissionDesc
Voting Members Governing Body	24	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	520	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$151,777	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$157,925	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$37,111,828	PYContributionsGrantsAmt
CY Contributions Grants	$33,826,174	CYContributionsGrantsAmt
PY Program Service Revenue	$6,316,450	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,456,343	CYProgramServiceRevenueAmt
PY Investment Income	$28,342,419	PYInvestmentIncomeAmt
CY Investment Income	$105,948,059	CYInvestmentIncomeAmt
PY Other Revenue	$1,175,920	PYOtherRevenueAmt
CY Other Revenue	$1,071,310	CYOtherRevenueAmt
PY Total Revenue	$72,946,617	PYTotalRevenueAmt
CY Total Revenue	$147,301,886	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,246,271	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,153,364	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$50,987,746	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$52,068,501	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,895,480	CYTotalFundraisingExpenseAmt
PY Other Expenses	$45,078,906	PYOtherExpensesAmt
CY Other Expenses	$43,075,940	CYOtherExpensesAmt
PY Total Expenses	$101,312,923	PYTotalExpensesAmt
CY Total Expenses	$100,297,805	CYTotalExpensesAmt
PY Revenues Less Expenses	-$28,366,306	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$47,004,081	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,136,045,174	TotalAssetsBOYAmt
Total Assets EOY	$1,204,970,912	TotalAssetsEOYAmt
Total Liabilities BOY	$179,859,720	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$185,774,092	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$956,185,454	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,019,196,820	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The mission of the Carnegie Insitution of Washington, as set forth in its articles of incorporation under an Act of Congress in 1904, is "to encourage, in the broadest and most liberal manner, investigation, research, and discovery, and the application of knowledge to the improvement of mankind."	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$67,872,139	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	Carnegie investigators are leaders in the fields of plant biology, developmental biology, earth and planetary sciences, astronomy and global ecology. Using molecular genetics and related methods, Carnegie biologists study the genes responsible for plant responses to light and the genetic controls over vaious growth and developmental processes including those that enable plants to survive disease and environmental stress. In addition, the department is a world leader in bioinformatics. It developed and now manages an online-integrated database, one of the most widely used biological databases in the world, that supplies all aspects of biological information on the most widely used modal plant, Arabidopsis. Researchers in developmental biology address fundamental questions in animal development and genetics at the cellular and molecular levels. Some researchers investigate the genetic programming behind cellular processes as cells develop, while others explore the genes that control growth and obesity, stimulate stem cells to become specialized body parts, and perform many other functions. Other researchers examine the physics and chemistry of Earth's deep interior and (Continued on Schedule O, Statement 1)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$11,015,700	ExpenseAmt
Grant	$5,153,363	GrantAmt
Revenue	$0	RevenueAmt
Desc	Education. Carnegie, a non-degree granting entity, is an advanced study organization at which highly qualified graduate scientists are offered postgraduate and post doctoral training for careers in education and research. Carnegie's postdoctoral scientific education is mostly conducted in the laboratory or in the field. The postdoctoral curriculum is heavily weighted toward training candidates to be capable researchers and teachers of research. The faculty consists of the professional staff of Carnegie, all of whom pursue their own research. Carnegie also offers certain training opportunities for predoctoral students who may pursue formal degrees at degree-granting institututions. Carnegie programs also train public elementary school teachers how to incorporate interactive science instruction into all aspects of the curriculum; helps improve the instruction of mathematics education of public school children by training individuals with mathematics or related degrees to become classroom instructors; introduces and trains high school students to career education pathways in the field of biotechnology; and makes information available concerning Carnegie's scientific research findings to students and the general public.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	None	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$78,887,839	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	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
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	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	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	Yes (1)	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
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	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	286	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	520	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CI	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	24	GoverningBodyVotingMembersCnt
Independent Voting Member	24	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	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Timothy Doyle	PersonNm
Phone	2023876400	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (42 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
Stephen P A Foder
Trustee	1	0	Yes (X)	$0	$0	$0
Suzanne Nora Johnson
Trustee	1	0	Yes (X)	$0	$0	$0
Bruce W Ferguson
Trustee	1	0	Yes (X)	$0	$0	$0
Deborah Rose
Trustee	1	0	Yes (X)	$0	$0	$0
Craig R Barrett
Trustee	1	0	Yes (X)	$0	$0	$0
John F Crawford
Trustee	1	0	Yes (X)	$0	$0	$0
Michael A Duffy
Trustee	1	0	Yes (X)	$0	$0	$0
Sandra M Faber
Trustee	1	0	Yes (X)	$0	$0	$0
William K Gayden
Trustee	1	0	Yes (X)	$0	$0	$0
Michael E Gellert
Trustee	1	0	Yes (X)	$0	$0	$0
William R Hearst III
Trustee	1	0	Yes (X)	$0	$0	$0
Rush D Holt Jr
Trustee	1	0	Yes (X)	$0	$0	$0
Walter Isaacson
Trustee	1	0	Yes (X)	$0	$0	$0
Mary C King
Trustee	1	0	Yes (X)	$0	$0	$0
Katherine Lapp
Trustee	1	0	Yes (X)	$0	$0	$0
Michael Long
Trustee	1	0	Yes (X)	$0	$0	$0
Pamela Matson
Trustee	1	0	Yes (X)	$0	$0	$0
Richard Meserve
Trustee	1	0	Yes (X)	$0	$0	$0
Cristian Samper
Trustee	1	0	Yes (X)	$0	$0	$0
Maxine Singer
Trustee	1	0	Yes (X)	$0	$0	$0
Christopher T S Stone
Trustee	1	0	Yes (X)	$0	$0	$0
David Thompson
Trustee	1	0	Yes (X)	$0	$0	$0
Marshal Wais
Trustee	1	0	Yes (X)	$0	$0	$0
Michael Wilson
Trustee	1	0	Yes (X)	$0	$0	$0
Matthew P Scott
President	50	0		$575,396	$0	$51,374	Yes (X)
Timothy P Doyle
Chief Operating Officer	50	0		$355,250	$0	$59,000	Yes (X)
Benjamin Aderson
General Counsel	50	0		$96,440	$0	$13,485	Yes (X)
Richard W Carlson
Department Director	50	0		$260,145	$0	$55,957		Yes (X)
John S Mulchaey
Department Director	50	0		$248,389	$0	$46,306		Yes (X)
Seung Rhee
Department Director	50	0		$242,083	$0	$51,985		Yes (X)
George Cody
Department Director	50	0		$231,750	$0	$51,203		Yes (X)
Yixian Zheng
Department Director	50	0		$227,788	$0	$39,370		Yes (X)
Joseph Berry
Department Director	50	0		$206,509	$0	$48,495		Yes (X)
Wolf Frommer
Staff	50	0		$268,707	$0	$58,101		Yes (X)
Christopher B Field
Staff	50	0		$203,943	$0	$41,625		Yes (X)
Russell Hemley
Staff	50	0		$182,296	$0	$7,187		Yes (X)
Patrick J McCarthy
Staff	50	0		$330,000	$0	$57,095			Yes (X)
Michael Stambaugh
Staff	50	0		$305,556	$0	$46,587			Yes (X)
Kenneth G Caldeira
Staff	50	0		$248,389	$0	$57,625			Yes (X)
Gotthard SaghiSzabo
Staff	50	0		$232,912	$0	$45,634			Yes (X)
Erik H Hauri
Staff	50	0		$220,750	$0	$50,770			Yes (X)
Cynthia Allen
Staff - Former Officer	50	0		$120,901	$0	$7,447				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,557,204	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$789,246	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	117	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	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Morgan Lewis Bockius LLP
PO Box 8500 S 6050	Philadelphia	PA	19178	Legal	$409,118
Rippeteau Architects PC
1530 14th Street NW	Washington	DC	20005	Architect	$358,217
KPMG LLP
Dept 0522	Dallas	TX	75312	Accounting	$288,925	P O Box 120001
Cambridge Computer Serv Inc
271 Waverly Oaks Road	Waltham	MA	02452	Info System	$251,973	Suite 301
Biomedt2 LLC
PO Box 34046	Bethesda	MD	20827	Consulting	$175,715

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	13	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$24,978,760	GovernmentGrantsAmt
All Other Contributions	$8,847,414	AllOtherContributionsAmt
Noncash Contributions	$20,554	NoncashContributionsAmt
Total Contributions	$33,826,174	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Magellan Telescope Program	541700	$3,783,972	$3,783,972	$0	$0
GMT Challenge Program	541700	$973,220	$973,220	$0	$0
Australian Astronomy Program	541700	$397,500	$397,500	$0	$0
Geochemical Society Office	541700	$202,259	$202,259	$0	$0
Yonsei Astronomy Program	541700	$119,000	$119,000	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$980,392	TotalRevenueColumnAmt
Related Or Exempt Func Income	$980,392	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,456,343	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,198,033	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$30,354	UnrelatedBusinessRevenueAmt
Exclusion	$12,228,387	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,779,278	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,779,278	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$980,752	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,432,467	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$451,715	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$451,715	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$451,715	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$638,825,643	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$545,075,617	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$93,750,026	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,750,026	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$182,131	UnrelatedBusinessRevenueAmt
Exclusion	$93,567,895	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Realized gain on ST bond fund	900099	$1,808,930	$1,808,930	$0	$0
Loss on disposals	900099	-$1,468,280	-$1,468,280	$0	$0
Loss on Swap transactions	900099	-$931,805	-$931,805	$0	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$334,902	TotalRevenueColumnAmt
Related Or Exempt Func Income	$334,902	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$256,253	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$147,301,886	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,527,653	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$151,777	UnrelatedBusinessRevenueAmt
Exclusion	$105,796,282	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,513,363	TotalAmt
Program Services	$1,513,363	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$3,640,001	TotalAmt
Program Services	$3,640,001	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,276,855	TotalAmt
Program Services	$759,613	ProgramServicesAmt
Management And General	$2,274,713	ManagementAndGeneralAmt
Fundraising	$242,529	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$38,930,174	TotalAmt
Program Services	$35,500,438	ProgramServicesAmt
Management And General	$2,402,665	ManagementAndGeneralAmt
Fundraising	$1,027,071	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,328,119	TotalAmt
Program Services	$1,400,885	ProgramServicesAmt
Management And General	-$87,064	ManagementAndGeneralAmt
Fundraising	$14,298	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,260,858	TotalAmt
Program Services	$3,956,616	ProgramServicesAmt
Management And General	$2,251,822	ManagementAndGeneralAmt
Fundraising	$52,420	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,272,495	TotalAmt
Program Services	$1,919,981	ProgramServicesAmt
Management And General	$281,431	ManagementAndGeneralAmt
Fundraising	$71,083	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$501,735	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$501,735	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$237,900	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$237,900	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,133,297	TotalAmt
Program Services	$150,692	ProgramServicesAmt
Management And General	$978,095	ManagementAndGeneralAmt
Fundraising	$4,510	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,114,305	TotalAmt
Program Services	$771,918	ProgramServicesAmt
Management And General	$262,321	ManagementAndGeneralAmt
Fundraising	$80,066	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,590,989	TotalAmt
Program Services	$912,500	ProgramServicesAmt
Management And General	$678,489	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,298,375	TotalAmt
Program Services	$3,722,275	ProgramServicesAmt
Management And General	$1,480,867	ManagementAndGeneralAmt
Fundraising	$95,233	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,667,843	TotalAmt
Program Services	$2,320,809	ProgramServicesAmt
Management And General	$285,186	ManagementAndGeneralAmt
Fundraising	$61,848	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$918,597	TotalAmt
Program Services	$564,107	ProgramServicesAmt
Management And General	$250,677	ManagementAndGeneralAmt
Fundraising	$103,813	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,598,988	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$4,598,988	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,047,933	TotalAmt
Program Services	$9,522,054	ProgramServicesAmt
Management And General	$508,732	ManagementAndGeneralAmt
Fundraising	$17,147	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$680,021	TotalAmt
Program Services	$274,145	ProgramServicesAmt
Management And General	$405,018	ManagementAndGeneralAmt
Fundraising	$858	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Contract and subawards	$6,360,176	$6,236,167	$14,121	$109,888
Research education expense	$5,250,880	$5,204,872	$41,311	$4,697
Exchange rate (gain) loss	-$10,047	-$3,224	-$6,823	$0
Bond admin & Other maintenance expense	$251,002	$153,563	$97,439	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,433,946	TotalAmt
Program Services	$367,064	ProgramServicesAmt
Management And General	$2,056,863	ManagementAndGeneralAmt
Fundraising	$10,019	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$100,297,805	TotalAmt
Program Services	$78,887,839	ProgramServicesAmt
Management And General	$19,514,486	ManagementAndGeneralAmt
Fundraising	$1,895,480	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$55,325,132	BOYAmt
EOY	$54,784,928	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,032,444	BOYAmt
EOY	$11,040,752	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$186,580	BOYAmt
EOY	$190,108	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$1,381,086	BOYAmt
EOY	$552,596	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,030,899	BOYAmt
EOY	$1,011,527	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$57,705,567	BOYAmt
EOY	$58,302,225	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$272,162,563	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$138,740,182	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$133,823,031	BOYAmt
EOY	$133,422,381	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$431,922,972	BOYAmt
EOY	$497,728,581	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$443,637,463	BOYAmt
EOY	$447,937,814	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,136,045,174	BOYAmt
EOY	$1,204,970,912	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,150,825	BOYAmt
EOY	$11,609,118	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$28,929,144	BOYAmt
EOY	$27,684,675	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$6,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$77,674,751	BOYAmt
EOY	$75,375,299	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$179,859,720	BOYAmt
EOY	$185,774,092	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$288,925,810	BOYAmt
EOY	$308,315,540	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$612,103,681	BOYAmt
EOY	$655,711,218	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$55,155,963	BOYAmt
EOY	$55,170,062	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$956,185,454	BOYAmt
EOY	$1,019,196,820	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,136,045,174	BOYAmt
EOY	$1,204,970,912	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$47,004,081	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$15,413,692	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	-$2,781,512	InvestmentExpenseAmt
Prior Period Adjustments	$30,004	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$3,345,101	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$809,951,370	BeginningYearBalanceAmt
Contributions	$148,221	ContributionsAmt
Investment Earnings Or Losses	$50,809,234	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,429,969	GrantsOrScholarshipsAmt
Other Expenditures	$34,184,148	OtherExpendituresAmt
Administrative Expenses	$4,754,689	AdministrativeExpensesAmt
End Year Balance	$819,540,019	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$707,403,855	BeginningYearBalanceAmt
Contributions	$13,500	ContributionsAmt
Investment Earnings Or Losses	$146,597,541	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,647,656	GrantsOrScholarshipsAmt
Other Expenditures	$37,629,606	OtherExpendituresAmt
Administrative Expenses	$3,786,264	AdministrativeExpensesAmt
End Year Balance	$809,951,370	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$658,368,805	BeginningYearBalanceAmt
Contributions	$11,625	ContributionsAmt
Investment Earnings Or Losses	$91,897,050	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,845,079	GrantsOrScholarshipsAmt
Other Expenditures	$37,035,222	OtherExpendituresAmt
Administrative Expenses	$2,993,324	AdministrativeExpensesAmt
End Year Balance	$707,403,855	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.161	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.069	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.77	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$817,117	OtherCostOrOtherBasisAmt
Book Value	$817,117	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$88,282,586	OtherCostOrOtherBasisAmt
Depreciation	$33,937,854	DepreciationAmt
Book Value	$54,344,732	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$175,919,686	OtherCostOrOtherBasisAmt
Depreciation	$104,802,328	DepreciationAmt
Book Value	$71,117,358	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$7,143,174	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$7,143,174	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$133,422,381	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt
Method Valuation	F	MethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

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

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Real asset/natural resources	$170,291,629	F
Alternative Investments	$277,232,489	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$447,937,814	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Accrued postretirement benefit cost	$25,375,299
Taxable bond payable	$50,000,000

Field	Value	IRS element (for citing)
Total Liability	$75,375,299	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$161,396,537	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$15,413,692	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$30,004	OtherRevenueAmt
Revenue Not Reported	$15,443,696	RevenueNotReportedAmt
Revenue Subtotal	$145,952,841	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,781,512	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$1,432,467	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,349,045	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$147,301,886	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$101,730,272	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$1,432,467	OtherExpensesIncludedAmt
Expenses Not Reported	$1,432,467	ExpensesNotReportedAmt
Expenses Subtotal	$100,297,805	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$0	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$100,297,805	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4	The organization's endowment funds are intended to support its overall mission of supporting scientific discovery "in the broadest and most liberal manner".
Schedule D, Part VI, Line 1e	Art - $80,888: Construction in Progress - $7,062,286.
Schedule D, Part X, Line 2	On July 1, 2007, Carnegie adopted the provisions of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN48). FIN48 required that a tax position be recognized or derecognized based on a 'more-likely-than-not' threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of FIN48 had no impact on the statement of financial position or statement of activities. Carnegie does not believe its financial statements include (or reflect) any uncertain tax positions. FASB Accounting Standards Codification (ASC) 740-10, Income Taxes, requires that management evaluate tax positions taken by Carnegie and recognize a tax liability (or asset) if Carnegie has taken an uncertain tax position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Carnegie has analyzed the tax positions taken and has concluded that as of June 30, 2017, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
Schedule D, Part XI, Line 2d	Prior year adjustments
Schedule D, Part XI, Line 4b	Rental expenses
Schedule D, Part XII, Line 2d	Rental expenses

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule E, Part I, Line 3	Our non-discrimination policy is available on our website, www.carnegiescience.edu, under Policies and Procedures.
Schedule E, Part I, Line 6	We receive grants and pass through from several Federal agencies including NSF, DOE, DHS, NASA, USDA, ONR, NIST, and others. These monies support our scientific research and education.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	0	Program Services	LIGHTHOUSE REEF FIELD WORK	$22,555
East Asia and the Pacific	0	0	Program Services	SABAH MAPPING CAMPAIGN	$71,096
East Asia and the Pacific	0	0	Program Services	ONE TREE ISLAND EXPEDITION	$156,010
East Asia and the Pacific	0	0	Program Services	BORNEO CAMPAIGN	$15,005
East Asia and the Pacific	0	0	Program Services	CHLAMY CONFERENCE	$13,979
East Asia and the Pacific	0	0	Program Services	IRBC CONFERENCE	$18,047
East Asia and the Pacific	0	0	Speaking at Seminars or Conferences	SPEAKER - NAGOYA UNIVERSITY	$16,763
East Asia and the Pacific	0	0	Program Services	GRANT WRITING	$13,268
East Asia and the Pacific	0	0	Program Services	COLLABORATION AND CONFERENCES	$15,166
East Asia and the Pacific	0	5	Program Services	EARTH BEFORE MOON MTG, HAYBUSA2 SCIENCE MTG	$23,906
East Asia and the Pacific	0	5	Program Services	ANGLO-AUSTRALIA OBS FIELDWORK, DCO FIELDWORK	$37,058
East Asia and the Pacific	0	3	Program Services	SLAVE CRATON FIELDWORK	$70,341
East Asia and the Pacific	0	0	Program Services	DCO EXECUTIVE COMMITTEE MEETING	$33,018
East Asia and the Pacific	0	0	Program Services	GOLDSCHMIDT CONFERENCE	$17,384
Europe (including Iceland and Greenland)	0	0	Program Services	MAXPLANK MEETING, PIK TALK	$20,404
Europe (including Iceland and Greenland)	0	0	Program Services	SABAH CAMPAIGN MEETING	$13,667
Europe (including Iceland and Greenland)	0	0	Program Services	COLLABORATION AND CONFERENCES	$64,751
Europe (including Iceland and Greenland)	0	14	Program Services	ACCRETE, COOL STARS, MELT IN MANTLE MEETINGS	$86,273
Europe (including Iceland and Greenland)	0	0	Program Services	DCO EXECUTIVE COMMITTEE MEETING	$27,184
Europe (including Iceland and Greenland)	0	0	Program Services	DCO INTERNATIONAL SCIENCE MEETING	$125,470
Europe (including Iceland and Greenland)	0	0	Program Services	DCO WORKSHOP	$10,645
North America (including Canada and Mexico, but not the United States)	0	0	Program Services	LIGHTHOUSE REEF FIELDWORK	$10,080
South America	0	0	Program Services	ECUADOR MAPPING CAMPAIGN	$79,349
South America	0	0	Program Services	SCIENTIFIC OBSERVATION RUNS	$233,415
South America	0	0	Program Services	COLLABORATION AND CONFERENCES	$25,873
South America	0	0	Program Services	TELESCOPE ENGINEERING AND MAINTENANCE	$19,665
South America	2	70	Program Services	TELESCOPE RESEARCH OPERATIONS	$6,876,279
South America	0	0	Program Services	OBSERVATORY RESEARCH	$225,849
South America	0	11	Program Services	LCO AND QDP PROTOTYPE FIELDWORK	$100,564

Field	Value	IRS element (for citing)
Total Office	2	TotalOfficeCnt
Total Employee	108	TotalEmployeeCnt
Total Spent	$8,443,064	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	As a research institution, Carnegie provides fellows with the opportunity to pursue independent research and the training to acquire the additional skills and expertise needed to become a successful scientist. Carnegie monitors the fellowship experience to achieve both objectives. Fellows pursue their research program relatively independently but have full access to Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie vehicle for monitoring and supporting the work of the fellow. Carnegie's various administrative and research policies apply to fellows. In Carnegie's structure, department directors are responsible for assuring that fellows follow these procedures and carry out the research supported through externally or internally-funded fellowships. The fellows listed below are stationed at the Carnegie facility in Las Campanas, Chile.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
STANFORD UNIVERSITY
PO BOX 873503	SAN FRANCISCO	CA	941444253	941156365	501(c)3	$403,260	$0	Participant support; academic partnership to train young scientists
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
10920 WILSHIRE BLVD STE 107	LOS ANGELES	CA	900246503	956006143	501(c)3	$122,989	$0	Participant support; academic partnership to train young scientists
NORTWESTERN UNIVERSITY
633 CLARK ST RM G547	EVANSTON	IL	602081112	362167817	501(c)3	$103,799	$0	Participant support; academic partnership to train young scientists
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD	PASADENA	CA	91125	951643307	501(c)3	$95,258	$0	Participant support; academic partnership to train young scientists
UNIVERSITY OF ALABAMA AT BIRMINGHAM
UNIVERSITY STATION	BIRMINGHAM	AL	35294	636005396	501(c)3	$90,338	$0	Participant support; academic partnership to train young scientists
UNIVERSITY OF UTAH
201 S PRESIDENTS CIR NO 406	SALT LAKE CITY	UT	841129020	876000525	501(c)3	$75,006	$0	Participant support; academic partnership to train young scientists
MICHIGAN STATE UNIVERSITY
220 TROWBRIDGE RD	EAST LANSING	MI	48824	386005984	501(c)3	$73,928	$0	Participant support; academic partnership to train young scientists
UNIVERSITY OF ILLINOIS
1901 SOUTH FIRST ST A	CHAMPAIGN	IL	618207406	376000511	501(c)3	$66,508	$0	Participant support; academic partnership to train young scientists
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUE	CHICAGO	IL	60637	362177139	501(c)3	$60,888	$0	Participant support; academic partnership to train young scientists
SUNY AT BUFFALO
PO BOX 9	ALBANY	NY	122010009	141368361	501(c)3	$59,528	$0	Participant support; academic partnership to train young scientists
UNIVERSITY OF HAWAII
2440 CAMPUS RD	HONOLULU	HI	96822	996000354	501(c)3	$50,261	$0	Participant support; academic partnership to train young scientists
WASHINGTON UNIVERSITY IN ST LOUIS
700 ROSEDALE AVE	ST LOUIS	MO	631121408	430653611	501(c)3	$45,800	$0	Participant support; academic partnership to train young scientists
THE UNIVERSITY OF TENNESSEE
1331 CIRLCLE PARK DRIVE	KNOXVILLE	TN	379163801	626001636	501(c)3	$44,853	$0	Participant support; academic partnership to train young scientists
WASHINGTON STATE UNIVERSITY
PO BOX 641025	PULLMAN	WA	991641025	916001108	501(c)3	$18,670	$0	Participant support; academic partnership to train young scientists

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Fellowship	GrantTypeTxt
Recipient	48	RecipientCnt
Cash Grant	$1,839,775	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	As a research institution, Carnegie provides fellows with the opportunity to pursue independent research and the training to acquire the additional skills and expertise needed to become a successful scientist. Carnegie monitors the fellowship experience to achieve both objectives. Fellows pursue their research program relatively independently but have full access to Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie scientists. Fellows in the biological sciences apply to Carnegie mainly to learn the research techniques and research areas of a particular Carnegie staff scientist, that is, to work in that principal investigator's (PI) lab. Labs routinely engage a number of different people, including a PI, technicians, postdoctoral scientists, and researchers. The PI monitors the work of the fellow on an ongoing basis, critiques the fellows' research, makes suggestions for avenues to explore, and provides ongoing mentoring. Fellows in the physical sciences typically collaborate with a senior staff member on research projects. This provides an ongoing vehicle for monitoring and supporting the work of the fellow. Fellows are asked to present and defend their research to other scientists both at Carnegie and at other institutions. This process helps to monitor a fellows' scientific progress and permits adjustments as necessary. Carnegie's various administrative and research policies apply to fellows. In Carnegie's structure, department directors are responsible for assuring that fellows follow these procedures and carry out the research supported through externally or internally-funded fellowships.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
Matthew P Scott
President	$575,396	$0	$0	$0	$0	$0	$0	$0	$51,374	$0	$626,770	$0	$0	$0
Timothy P Doyle
Chief Operating Officer	$355,250	$0	$0	$0	$0	$0	$0	$0	$59,000	$0	$414,250	$0	$0	$0
Benjamin Aderson
General Counsel	$96,440	$0	$0	$0	$0	$0	$0	$0	$13,485	$0	$109,925	$0		$0
Richard W Carlson
Department Director	$260,145	$0	$0	$0	$0	$0	$0	$0	$55,957	$0	$316,102	$0	$0	$0
John S Mulchaey
Department Director	$248,389	$0	$0	$0	$0	$0	$0	$0	$46,306	$0	$294,695	$0	$0	$0
Seung Rhee
Department Director	$242,083	$0	$0	$0	$0	$0	$0	$0	$51,985	$0	$294,068	$0	$0	$0
George Cody
Department Director	$231,750	$0	$0	$0	$0	$0	$0	$0	$51,203	$0	$282,953	$0	$0	$0
Yixian Zheng
Department Director	$227,788	$0	$0	$0	$0	$0	$0	$0	$39,370	$0	$267,158	$0	$0	$0
Joseph Berry
Department Director	$206,509	$0	$0	$0	$0	$0	$0	$0	$48,495	$0	$255,004	$0	$0	$0
Patrick J McCarthy
Staff	$330,000	$0	$0	$0	$0	$0	$0	$0	$57,095	$0	$387,095	$0	$0	$0
Michael Stambaugh
Staff	$305,556	$0	$0	$0	$0	$0	$0	$0	$46,587	$0	$352,143	$0	$0	$0
Kenneth G Caldeira
Staff	$231,058	$0	$0	$0	$17,331	$0	$0	$0	$57,625	$0	$306,014	$0	$0	$0
Gotthard SaghiSzabo
Staff	$232,912	$0	$0	$0	$0	$0	$0	$0	$45,634	$0	$278,546	$0	$0	$0
Erik H Hauri
Staff	$220,750	$0	$0	$0	$0	$0	$0	$0	$50,770	$0	$271,520	$0	$0	$0
Wolf Frommer
Staff	$268,707	$0	$0	$0	$0	$0	$0	$0	$58,101	$0	$326,808	$0	$0	$0
Christopher B Field
Staff	$203,943	$0	$0	$0	$0	$0	$0	$0	$41,625	$0	$245,568	$0	$0	$0
Russell Hemley
Staff	$182,296	$0	$0	$0	$0	$0	$0	$0	$7,187	$0	$189,483	$0	$0	$0
Cynthia Allen
Staff	$120,901	$0	$0	$0	$0	$0	$0	$0	$7,447	$0	$128,348	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	Housing allowance - Carnegie's policies include a provision for housing subsidies in high-cost areas for qualifying staff members.
Schedule J, Part I, Line 4	Base compensation include severance payments for following staffs: Gottahrd SaghiSzabo - $107,917, Cyntian Allen - $68,039

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Business Name Line2IssuerName/BusinessNameLine2Txt	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Maryland Health & Higher Educational Facilities
A	Authority (MHHEFA) on behalf of Carnegie	520936091	574217JB2	2010-02-04	$30,580,000	Refund prior MHHEFA bonds issued to construct & equip new facility.	0	0	0
California Educational Facilities Authority (CEFA)
B	on behalf of Carnegie Institution of Washington	521705592	130178VS2	2010-03-24	$34,525,000	Refund prior CEFA bonds issued to finance telescope proj and renovate facilities.	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$30,505,440	$0	$0	$0	$553,594	$0	$0	$30,000,000	$0	$0	2005	Yes (1)	0	Yes (1)	Yes (1)
B	$0	$0	$38,365,183	$0	$0	$0	$565,183	$0	$0	$35,800,000	$0	$0	2003	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	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
A	0	0	0	0	0	0	0	Yes (1)	0	Yes (1)
B	0	0	0	0	0	0	0	Yes (1)	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule K, Part II, Line 7-02/04/2010 30,580,000 Maryland Health & Higher Educational Facilities

This issue was used to refund prior MHHEFA bonds of $30 million issued in October, 2002, the proceeds of which were used to construct and equip a new facility for Carnegie's Department of Embryology on the Johns Hopkins Homewood Campus in Baltimore, Maryland. Construction began in April 2003 and the facility was occupied in September 2005. The 2010 series was issued at a discount of $74,561 and amounts borrowed in excess of $30 million were used to cover issuance costs.

Schedule K, Part II, Line 7-03/24/2010 34,525,000 California Educational Facilities Authority (CEFA)

This issue was used to refund $17.5 million of 1993 Series B California Educational Facilities Authority Revenue tax exempt bonds and $18.3 million of 2006 Series A CEFA Refunding Revenue tax-exempt bonds which refunded all outstanding 1993 Series A California Educational Facilities Authority Revenue tax exempt bonds. 1993 Series A & B bonds were used to finance the Magellan telescope project and the renovation of the facilities of the Observatories at Pasadena. The telescope project was completed in 2003. The 2010 Series was issued at a premium of $1,840,183 and amounts in excess of $35.8 million were used to cover issuance costs.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	Seung Yon Rhee	PersonNm
Relationship With Org	Department Director	RelationshipWithOrgTxt
Loan Purpose	Mortgage	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$761,694	OriginalPrincipalAmt
Balance Due	$552,596	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$552,596	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Merit Energy Company	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	Trustee, William Gayden	RelationshipDescriptionTxt
Transaction	$8,891,853	TransactionAmt
Transaction	Contribution to Merit Investments	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$20,553	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Line 32b	FormAndLineReferenceDesc
Explanation	The organization uses its custodial bank, State Street, to process and sell stock contributions received from donors.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a	CARNEGIE IS A WORLD-RENOWNED CENTER FOR PETROLOGY - STUDY OF ROCKS. IT IS ALSO A WORLD LEADER IN HIGH-PRESSURE AND HIGH-TEMPERATURE PHYSICS MAKING SIGNIFICANT CONTRIBUTIONS TO BOTH EARTH AND MATERIAL SCIENCES. CARNEGIE SCIENTISTS ARE PART OF AN INTERDISCIPLINARY EFFORT TO INVESTIGATE HOW LIFE EVOLVED ON THIS PLANET AND DETERMINE ITS POTENTIAL FOR EXISTING ELSEWHERE. WITH VARIOUS PARTNERS, CARNEGIE HAS LAUNCHED A NEW MULTI-DISCIPLINARY, INTERNATIONAL INITIATIVE DEDICATED TO ACHIEVING A TRANSFORMATIONAL UNDERSTANDING OF EARTH'S DEEP CARBON CYCLE, INCLUDING ITS POORLY CONSTRAINED RESERVOIRS AND FLUXES, UNKNOWN ROLE OF DEEP BIOLOGY, AND UNEXPLORED INFLUENCES OF THE DEEP CARBON CYCLE ON CRITICAL SOCIETAL CONCERNS RELATED TO ENERGY, ENVIRONMENT, AND CLIMATE. CARNEGIE ASTRONOMERS, UNLIKE MOST IN THEIR FILED, DESIGN AND BUILD THEIR OWN INSTRUMENTS TO CAPTURE THE SECRETS OF SPACE. THEY ARE TRACING THE EVOLUTION OF THE UNIVERSE FROM THE SPARK OF THE BIG BANG THROUGH STAR AND GALAXY FORMATION, EXPLORING THE STRUCTURE OF THE UNIVERSE, AND PROBING THE MYSTERIES OF DARK MATTER, DARK ENERGY, AND THE EVER-ACCELERATING RATE AT WHICH THE UNIVERSE IS EXPANDING. CARNEGIE OPERATED TELESCOPES IN LAS CAMPANAS CHILE, AT WHICH A LARGE PART OF THE RESEARCH IS CONDUCTED, AND IS PART OF A CONSORTIUM THAT HAS UNDERTAKEN TO DESIGN, CONSTRUCT AND OPERATE A TELESCOPE KNOWN AS THE GIANT MAGELLAN TELESCOPE THAT, WHEN COMPLETE, WILL BE AMONG THE WORLD'S LARGEST GROUND BASED OPTICAL/INFRARED FACILITIES. CARNEGIE RESEARCH ALSO INCLUDES INTERDISCIPLINARY TEAMS OF ASTRONOMERS AND ASTROPHYSICISTS, GEOPHYSICISTS AND GEOCHEMISTS, COSMOCHEMISTS AND PLANETARY SCIENTISTS. THESE TEAMS ARE DISCOVERING PLANETS OUTSIDE OUR SOLAR SYSTEM, DETERMINING THE AGE AND STRUCTURE OF THE UNIVERSE, AND STUDYING THE CAUSES OF EARTHQUAKES AND VOLCANOES. USING INNOVATIVE APPROACHES TO RESEARCH ON GLOBAL ECOLOGY, CARNEGIE SCIENTISTS ARE PICKING APART THE COMPLICATED INTERACTIONS OF EARTH'S LAND, ATMOSPHERE, AND OCEANS TO UNDERSTAND HOW GLOBAL SYSTEMS OPERATE. WITH A WIDE RANGE OF POWERFUL TOOLS-FROM SATELLITES TO THE INSTRUMENTS OF MOLECULAR BIOLOGY-THESE SCIENTISTS EXPLORE ISSUES SUCH AS THE GLOBAL CARBON CYCLE, THE ROLE OF LAND AND OCEANIC ECOSYSTEMS, AND MUCH MORE. THESE ECOLOGISTS ALSO PLAY AN ACTIVE ROLE IN THE PUBLIC ARENA, FROM SERVING ON INTERNATIONAL PANELS INVESTIGATING CLIMATE CHANGE TO PROMOTING SATELLITE IMAGERY FOR THE DISCOVERY OF ENVIRONMENTAL HOT SPOTS.
Form 990, Part VI, Section B, Line 11b	CARNEGIE'S FORM 990 IS THOROUGHLY PREPARED AND RIGOROUSLY REVIEWED BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY FINANCE DEPARTMENT AND REVIEWED BY SENIOR STAFF. THE DRAFT FORM 990 IS THEN DISTRIBUTED TO MEMBERS OF THE FINANCE AND OPERATIONS COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT. AFTER THE FINANCE AND OPERATIONS COMMITTEE HAS REVIEWED THE RETURN AND ITS FEEDBACK HAS BEEN INCORPORATED, THE RETURN IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. TRUSTEES ARE ENCOURAGED TO CONTACT THE CHIEF OPERATING OFFICER OR DIRECTOR OF FINANCE WITH ANY QUESTIONS.
Form 990, Part VI, Section B, Line 12c	CARNEGIE HAS ADOPTED CONFLICT OF INTEREST POLICIES THAT APPLY TO THE INSTITUTION'S TRUSTEES, CORPORATE OFFICERS, AND EMPLOYEES. THESE POLICIES REQUIRE EACH TRUSTEE TO COMPLETE ANNUALLY A FORM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE FORMS ARE COLLECTED BY THE CORPORATE SECRETARY, AND ANY DISCLOSURES ARE SUBSEQUENTLY PROVIDED TO THE BOARD OF TRUSTEES OR RELEVANT COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. SIMILARLY, ALL EMPLOYEES OF CARNEGIE (INCLUDING CORPORATE OFFICERS) ARE REQUIRED, UPON HIRING AND ANNUALLY THEREAFTER, TO REPORT THEIR POTENTIAL CONFLICTS OF INTEREST. DEPARTMENT DIRECTORS REVIEW ALL POTENTIAL CONFLICTS IN THEIR DEPARTMENTS. THE PRESIDENT REVIEWS ALL POTENTIAL CONFLICTS FOR DEPARTMENT DIRECTORS. THE BOARD OF TRUSTEES REVIEWS ALL POTENTIAL CONFLICTS FOR THE CORPORATE OFFICERS. THROUGHOUT THE YEAR, EACH INDIVIDUAL SUBJECT TO THE CONFLICT OF INTEREST POLICIES IS REQUIRED TO UPDATE HIS/HER DISCLOSURE STATEMENT TO INCLUDE ANY INFORMATION REQUIRED TO BE DISCLOSED. THE SIGNED EMPLOYEE DISCLOSURE FORMS ARE KEPT IN THE EMPLOYEE'S PERSONNEL FILE.
Form 990, Part VI, Section B, Line 15	CARNEGIE ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO CONDUCT A COMPENSATION STUDY TO EVALUATE THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION FOR THE ORGANIZATION'S "DISQUALIFIED PERSONS" UNDER TREAS. REG. 53.4958-3 WITHOUT REGARD TO WHETHER THE PERSON HAS BEEN ELECTED AN OFFICER. THE INDEPENDENT COMPENSATION STUDY FOCUSES ON THE COMPENSATION PAID TO FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS AND ALSO CONSIDERS INDUSTRY COMPENSATION SURVEYS. THE COMPENSATION STUDY IS PROVIDED TO THE ORGANIZATION'S HUMAN RESOURCES AND COMPENSATION COMMITTEE, TOGETHER WITH A REASONED WRITTEN OPINION FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE DISQUALIFIED PERSONS ARE "REASONABLE" WITHIN THE MEANING OF TREAS. REG. 53,4958-4(B)(1)(II)(A). THE HUMAN RESOURCES AND COMPENSATION COMMITTEE SETS COMPENSATION FOR EACH DISQUALIFIED PERSON AND MAKES A RECOMMENDATION TO THE FULL BOARD OF TRUSTEES WITH RESPECT TO COMPENSATION FOR THE PRESIDENT. THE FULL BOARD THEN REVIEWS THE COMPENSATION STUDY AND OPINION FOR THE PRESIDENT, TOGETHER WITH THE RECOMMENDATION OF THE HUMAN RESOURCES AND COMPENSATION COMMITTEE AND MAKES A DECISION WITH RESPECT TO THE PRESIDENT'S COMPENSATION. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE AND BOARD RELY ON THE COMPENSATION CONSULTANT'S OPINION AND COMPENSATION STUDY TO GUIDE ITS REVIEW, DELIBERATION, AND APPROVAL OF THE PROPOSED COMPENSATION ARRANGEMENTS, AND ITS DECISIONS REGARDING COMPENSATION (INCLUDING THE BASES FOR THESE DECISIONS) ARE DOCUMENTED IN THE MEETING MINUTES. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE AND TRUSTEEES WHO VOTE ON COMPENSATION FOR DISQUALIFIED PERSONS AND TH PRESIDENT DO NOT HAVE A CONFLICT OF INTEREST WITH REGARD TO THESE COMPENSATION ARRANGEMENTS.
Form 990, Part VI, Section C, Line 19	IN ACCORDANCE WITH TREAS. REG. 301-6104(D)-1(A)(1) AND IRS NOTICE 2007-45, COPIES OF CARNEGIE'S THREE MOST RECENT FORMS 990 ARE MADE AVAILABLE FOR INSPECTION BY THE PUBLIC DURING REGULAR BUSINESS HOURS AT CARNEGIE'S OFFICE IN WASHINGTON, DC. CARNEGIE'S MOST RECENT FORM 990 IS ALSO MADE AVAILABLE TO THE PUBLIC ON THE INSTITUTION'S WEBSITE. THE ORGANIZATION DOES NOT NORMALLY MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND STAFF CONFLICT OF INTEREST POLICY ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part XI, Line 9	$3,345,103 PENSION RELATED CHARGES OTHER THAN NET PERIODIC POSTRETIREMENT BENEFIT COST OF $3,363,103 UNRECOGNIZED NET ACTUARIAL GAIN AND $18,000 UNRECOGNIZED PRIOR SERVICE COST FOR THE YEAR ENDING JUNE 30, 2017.