2023-11-15T10:17:03-06:00 2022-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-01-01 046113130 JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INCORPORATED JOHN 6175141668 CO DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 DORIS DRUMMOND CHIEF FINANCIAL OFFICER 6175141668 2023-11-07 1 DORIS DRUMMOND 999009999 0 CRAIG KLEIN P00734640 6177610600 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RACHEL FLOR C/O DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 16144262 0 X WWW.JFKLIBRARY.ORG X 1963 MA SEE SCHEDULE O. 39 39 34 223 0 0 5455954 7152400 39825 98530 3972019 -567664 25451 114024 9493249 6797290 37275 64905 0 0 3274532 3922288 275779 309569 1756765 2451431 5551444 6039017 9848206 3454232 -3050916 64242661 53033033 675454 2348383 63567207 50684650 X SEE SCHEDULE O. 0 0 2413085 20000 50987 SUPPORT: PRESIDENT BIDEN AND THE EARTHSHOT PRIZE(SEE MORE DETAIL IN SCHEDULE O)PRESIDENT BIDEN'S MOONSHOT ANNIVERSARY SPEECHON SEPTEMBER 12, 2022, TO COMMEMORATE THE 60TH ANNIVERSARY OF PRESIDENT KENNEDY'S MOONSHOT SPEECH, PRESIDENT JOE BIDEN DELIVERED AN ADDRESS AT THE JFK LIBRARY OUTLINING HIS VISION FOR HIS CANCER MOONSHOT TO END CANCER AS WE KNOW IT. BIDEN WAS THE FIRST SITTING PRESIDENT TO VISIT THE KENNEDY LIBRARY SINCE 1993 AND AN HISTORIC DAY FOR BOTH THE LIBRARY AND THE COUNTRY. IN ADDITION TO FILLING THE ROOM WITH LOCAL AND NATIONAL LEADERS ALONG WITH LIBRARY SUPPORTERS AND MEMBERS OF THE COMMUNITY, THE EVENT RECEIVED BLOCKBUSTER PRESS COVERAGE FOR THE LIBRARY AND PRESIDENT KENNEDY'S LEGACY, GENERATING 2,900 MEDIA MENTIONS WHICH RESULTED IN A REACH OF 2.5 BILLION.THE EARTHSHOT PRIZE BOSTON 2022FROM NOVEMBER 30-DECEMBER 3, 2022, THE JFK LIBRARY FOUNDATION PARTNERED WITH PRINCE WILLIAM, THE EARTHSHOT PRIZE, KENSINGTON PALACE, THE CITY OF BOSTON, AND THE BRITISH EMBASSY TO HOST THE EARTHSHOT PRIZE AWARDS CEREMONY IN BOSTON. INSPIRED BY PRESIDENT JOHN F. KENNEDY'S "MOONSHOT," THE EARTHSHOT PRIZE IS AN AMBITIOUS GLOBAL ENVIRONMENTAL PRIZE WHICH AIMS TO DISCOVER AND SCALE THE BEST SOLUTIONS TO HELP REPAIR OUR PLANET DURING THIS DECISIVE DECADE.THE AWARDS CEREMONY WAS HELD AT MGM MUSIC HALL, WHERE THE FIVE WINNERS OF THE SECOND ANNUAL EARTHSHOT PRIZE AWARDS WERE ANNOUNCED. EACH WINNER RECEIVED PRIZE MONEY AND TAILORED SUPPORT TO HELP SCALE THEIR SOLUTIONS TO REPAIR THE PLANET. JOINING THE PRINCE AND PRINCESS OF WALES TO CELEBRATE THE FINALISTS AND AWARD WINNERS WERE CLIMATE ACTIVISTS RAMI MALEK, CATHERINE O'HARA AND SHAILENE WOODLEY. GUESTS AND VIEWERS OF THE CEREMONY WERE ALSO TREATED TO PERFORMANCES FROM ANNIE LENNOX, BILLIE EILISH, CHLOE X HALLE, AND ELLIE GOULDING. THE CEREMONY HAS BEEN WATCHED BY OVER 9+ MILLION PEOPLE WORLDWIDE. THE JFK LIBRARY FOUNDATION'S PARTNERSHIP WITH THE EARTHSHOT PRIZE RESULTED IN UNPRECEDENTED NATIONAL AND INTERNATIONAL VISIBILITY FOR PRESIDENT KENNEDY'S MOONSHOT LEGACY AND THE JFK LIBRARY, AND VASTLY EXPANDED THE FOUNDATION'S PARTNERSHIPS AND AUDIENCES.JFK LIBRARY FOUNDATION ACTIVITIES RELATED TO THE EARTHSHOT PRIZE INCLUDED: - LEADING THE EARTHSHOT PRIZE BOSTON HOST COMMITTEE, COMPRISED OF LOCAL AND NATIONAL LEADERS IN BUSINESS, ENVIRONMENT, PUBLIC POLICY, AND COMMUNITY. - PARTICIPATING IN A CITYWIDE ACTIVATION TO "LIGHT THE CITY GREEN AND WELCOME THE EARTHSHOT PRIZE TO BOSTON. - HOSTING AN EARTHSHOT PRIZE TOWN HALL-STYLE EVENT FOR APPROXIMATELY 400 YOUNG PEOPLE FROM MORE THAN 14 SCHOOLS AND YOUTH GROUPS FOR A CONVERSATION ABOUT THE ENVIRONMENTAL ISSUES MOST IMPORTANT TO THEM. - OPENING THE JFK LIBRARY'S DOORS TO PRESIDENT BIDEN FOR THE SECOND TIME IN 2022 TO SERVE AS THE VENUE FOR HIS MEETING WITH PRINCE WILLIAM IN BOSTON. - THIS PROGRAM HAD A MEDIA REACH OF 11 BILLION FOR EARTHSHOT PRIZE BOSTON. 1567855 COMMUNICATIONS: ADVERTISING FOR THE FIRST CHILDREN AND TIKTOK CAMPAIGN(SEE MORE DETAIL IN SCHEDULE O)FIRST CHILDREN ADVERTISINGTHE FOUNDATION FUNDED AN AD CAMPAIGN TO SUPPORT THE SPECIAL TEMPORARY EXHIBITION, "FIRST CHILDREN: CAROLINE AND JOHN JR. IN THE KENNEDY WHITE HOUSE." THE CAMPAIGN WAS AN INTEGRATED EFFORT DESIGNED TO DRIVE MUSEUM ATTENDANCE WITH ADVERTISING RUNNING IN OUT-OF-HOME, PRINT AND DIGITAL. CREATIVELY, THE ADS SHOWED PRESIDENT KENNEDY WITH HIS CHILDREN, WITH TAGLINES LIKE, "LEADER OF MILLIONS, FATHER OF TWO." ONE OF OUR SPECIAL AD EFFORTS WAS AN OUTDOOR DISPLAY AT THE BOSTON AQUARIUM, WITH THE GOAL OF TARGETING BOTH TOURISTS AND LOCAL WORKERS. THE DIGITAL AD CAMPAIGN GENERATED 1.2 MILLION IMPRESSIONS AND VERY STRONG CLICK THROUGH RATES RANGING FROM 5.5-6.6%. WE CHOOSE 2 CAMPAIGNTO HARNESS THE HOPE AND OPTIMISM OF PRESIDENT KENNEDY'S MOONSHOT FOR TODAY'S WORLD, THE JFK LIBRARY FOUNDATION, WITH THE PRO BONO SUPPORT OF AN INTERNATIONALLY RECOGNIZED AD AGENCY, MARKED THE 60TH ANNIVERSARY OF PRESIDENT KENNEDY'S MOONSHOT SPEECH WITH A NEW MASS MARKET SOCIAL MEDIA ENGAGEMENT CAMPAIGN: WE CHOOSE 2.WE CHOOSE 2 REIMAGINED PRESIDENT KENNEDY'S MOONSHOT SPEECH AS A MODERN MUSIC TRACK, WHICH WAS MADE AVAILABLE ON THE WORLD'S BIGGEST STAGES: TIKTOK AND INSTAGRAM REELS. YOUNG LEADERS IN FIELDS FROM ENVIRONMENTALISM TO HUMAN RIGHTS TO TECHNOLOGY USED THE TRACK TO DECLARE WHAT THEY CHOOSE TO DO AND INVITED THEIR FOLLOWERS TO JOIN THEM IN ENVISIONING A BETTER WORLD AND WORKING TO ACHIEVE IT. THE CAMPAIGN COMBINED ORIGINAL AUDIO, INNOVATIVE TECHNOLOGY, AND SOCIAL MEDIA TO CONNECT ONE OF THE MOST POWERFUL AND ICONIC VOICES FROM AMERICA'S PAST TO THE PROMISE AND POTENTIAL OF AMERICA'S FUTURE. SPEAKING DIRECTLY TO GENERATION Z, WE CHOOSE 2 ASKED: HOW WILL YOU CHOOSE TO CHANGE THE WORLD?THE WE CHOOSE 2 CAMPAIGN RECEIVED 1.3M ENGAGEMENTS.ATOMIC GAMBIT: THE CUBAN MISSILE CRISIS 60 YEARS LATER THIS SPECIAL 7-PART PODCAST SERIES ON THE CUBAN MISSILE CRISIS LAUNCHED AT #25 ON APPLE HISTORY PODCASTS AND REMAINED IN THE TOP 100 THROUGH DECEMBER 2022. 1008449 25405 5675 ARCHIVES, DIGITAL ARCHIVES, AND MUSEUM: ARCHIVES - SAT / DENONCOURT / MIGRATION AND INTERNS / MUSEUM - MUSEUM SURVEY(SEE MORE DETAIL IN SCHEDULE O)KENNEDY FAMILY COLLECTIONTHE DIGITAL ARCHIVES PROGRAM CONTINUED IN 2022 WITH THE DIGITIZATION OF THE KENNEDY FAMILY COLLECTION SCRAPBOOKS AND ALBUMS, A 52-VOLUME COLLECTION CHRONICLING THREE GENERATIONS OF PRESIDENT KENNEDY'S FAMILY. THE GEORGE J. DENONCOURT II PHOTOGRAPH COLLECTION THE DENONCOURT COLLECTION CONTAINS MATERIALS ASSOCIATED WITH "ONE MAN'S VIETNAM THROUGH THE EYES OF COMBAT PHOTOGRAPHER GEORGE DENONCOURT II," AN EXHIBIT THAT WAS ON DISPLAY AT THE JFK PRESIDENTIAL LIBRARY AND MUSEUM FROM JANUARY 8, 1983 - FEBRUARY 28, 1983. THE PHOTOGRAPHS INCLUDED IN THE COLLECTION WERE TAKEN BY COMBAT PHOTOGRAPHER GEORGE DENONCOURT II WHILE HE SERVED IN VIETNAM IN 1968-69, AND OFFER AN INTIMATE VIEW OF THE REALITY FACED BY SOLDIERS AND CIVILIANS DURING THE VIETNAM WAR. IN THE FALL OF 2022, THE LIBRARY'S DIGITIZATION TEAM BEGAN THE PROCESS OF PREPARING FOR THE DIGITIZATION PROCESS BY REVIEWING DOCUMENTATION AND MATERIALS RELATED TO THE COLLECTION. WHILE THIS IS VERY PRELIMINARY WORK, IT IS CRITICAL TO THE SUCCESS OF THE UPCOMING DIGITIZATION SINCE IT WILL ENSURE THAT ALL MATERIALS WILL BE HANDLED APPROPRIATELY AND PRESERVED FOR GENERATIONS TO COME. MIGRATION OF DIGITAL ARCHIVESTHE FOUNDATION ALSO PARTNERED WITH THE LIBRARY ON THE MIGRATION OF THE DIGITAL ARCHIVES FROM THE LIBRARY'S CURRENT DIGITAL ASSET MANAGEMENT SYSTEM TO THE NEW SYSTEM. THIS HAS BEEN A VERY COMPLICATED PROJECT THAT WILL ENSURE THE PRESERVATION OF THE PRESIDENT'S MOST IMPORTANT PAPERS AND DOCUMENTS. MUSEUM SURVEYTHE FOUNDATION FUNDED A COMPREHENSIVE STUDY, COMPLETED IN AUGUST 2022, TO ASSESS THE MUSEUM'S PERMANENT EXHIBITS, WHICH ARE NEARLY 30 YEARS OLD. A THREE-MONTH ONSITE AUDIENCE SURVEY WAS CONDUCTED, REACHING THE TARGET SAMPLE OF 400 RANDOMLY SELECTED VISITOR GROUPS, SEEKING AS BROAD A SPECTRUM OF AGE RANGES, GENDERS AND ETHNICITIES AS POSSIBLE. THE GOAL OF THIS QUANTITATIVE RESEARCH WAS TO ASSESS THE EXPERIENCE OF CURRENT VISITORS SOON AFTER SEEING THE EXISTING EXHIBITS. ONLINE SURVEYS OF 300 HOUSEHOLDS IN THE METRO-BOSTON COMMUNITY WERE ALSO CONDUCTED TO INVESTIGATE AREA MUSEUM-GOERS' AWARENESS THE JFK LIBRARY, THEIR EXPECTATIONS, AND THE MOTIVATING FACTORS FOR POTENTIAL AUDIENCES TO VISIT. THE FINAL RESEARCH PHASE INVOLVED QUALITATIVE RESEARCH, VIA FOCUS GROUPS, OF NON-VISITORS WITHIN THE LOCAL COMMUNITY. ITS GOAL WAS TO INVESTIGATE PERCEPTIONS OF THE LIBRARY AMONG THE LOCAL COMMUNITY PEOPLE AND EXPLORE WHAT CONTENT/ISSUES/TOPICS ARE MOST MEANINGFUL TO THEM. 951573 19500 41868 AWARD PROGRAMSJOHN F. KENNEDY PROFILE IN COURAGE AWARDIN AN UNPRECEDENTED ACT RECOGNIZING THE GRAVE THREATS TO DEMOCRACY AROUND THE WORLD, THE JOHN F. KENNEDY LIBRARY FOUNDATION HONORED FIVE INDIVIDUALS WITH THE JOHN F. KENNEDY PROFILE IN COURAGE AWARD IN 2022. THE HONOREES - EACH CHOSEN FOR THE COURAGE THEY'VE SHOWN PROTECTING DEMOCRACY IN THE UNITED STATES AND ABROAD - INCLUDE UKRAINE PRESIDENT VOLODYMYR ZELENSKYY, U.S. CONGRESSWOMAN LIZ CHENEY, MICHIGAN SECRETARY OF STATE JOCELYN BENSON, ARIZONA HOUSE SPEAKER RUSTY BOWERS, AND FULTON COUNTY, GEORGIA ELECTION DEPARTMENT EMPLOYEE WANDREA' ARSHAYE MOSS. AMBASSADOR CAROLINE KENNEDY AND HER SON, JACK SCHLOSSBERG, PRESENTED THE AWARDS DURING A CEREMONY ON MAY 22, 2022, AT THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY.NEW FRONTIER AWARDSCLIMATE LEADER JASMINE DAVENPORT AND JACKSON, MISSISSIPPI MAYOR CHOKWE ANTAR LUMUMBA RECEIVED THE 2022 JOHN F. KENNEDY NEW FRONTIER AWARDS, JOINING A PROMINENT LIST OF YOUNG ELECTED AND PUBLIC SERVICE LEADERS. THE AWARDS WERE PRESENTED BY JACK SCHLOSSBERG, PRESIDENT KENNEDY'S GRANDSON, DURING A VIRTUAL CEREMONY ON MARCH 26 AT THE INSTITUTE OF POLITICS AT HARVARD KENNEDY SCHOOL. CREATED BY THE JOHN F. KENNEDY LIBRARY FOUNDATION AND THE INSTITUTE OF POLITICS AT HARVARD KENNEDY SCHOOL, THE NEW FRONTIER AWARDS HONOR AMERICANS UNDER THE AGE OF 40 WHO ARE CHANGING THEIR COMMUNITIES AND THE COUNTRY WITH THEIR COMMITMENT TO PUBLIC SERVICE. PROFILE IN COURAGE ESSAY CONTESTTHIS SIGNATURE NATIONAL OUTREACH PROGRAM FLOURISHED AGAIN IN 2022 WITH 2,474 ESSAYS SUBMITTED BY STUDENTS IN ALL FIFTY STATES, THE DISTRICT OF COLUMBIA AND PUERTO RICO, AND US CITIZENS IN CANADA, INDIA, JAPAN, SOUTH KOREA, AND TAIWAN. THIS TOTAL REPRESENTS AN INCREASE OVER THE PREVIOUS YEAR. THE WINNING ESSAYIST THEODORA MCGEE, A FIRST-YEAR STUDENT AT MOORESTOWN HIGH SCHOOL IN MOORESTOWN, NEW JERSEY, PROFILED FORMER STATE REPRESENTATIVE JOS TOMS CANALES WHO IN 1919 INTRODUCED LEGISLATION TO REFORM THE TEXAS RANGERS, A LAW ENFORCEMENT AGENCY WHOSE MEMBERS HAD COMMITTED WIDESPREAD RACIAL VIOLENCE AGAINST MEXICAN AMERICAN RESIDENTS OF SOUTHERN TEXAS. THIS ACTION BROUGHT ATTENTION TO ABUSES BY THE RANGERS AND COST HIM HIS POLITICAL CAREER. 1137985 EDUCATION: ALL PROGRAMS, INCLUDING FORUMSIN 2022, WITH PANDEMIC RESTRICTIONS ONGOING, THE JFK LIBRARY CONTINUED TO PROVIDE OUTREACH TO ITS DIVERSE AUDIENCES THROUGH VIRTUAL PROGRAMMING, DIGITAL OFFERINGS, AND THE CREATION AND DISSEMINATION OF NEW EDUCATION RESOURCES, WITH A LIMITED NUMBER OF ONSITE PROGRAMS. THE FOUNDATION SUPPORTED THE LIBRARY'S CONTINUED EFFORTS TO REFINE AND EXPERIMENT WITH VIRTUAL PROGRAMS IN VARIOUS LEARNING ENVIRONMENTS TO EDUCATE AND INSPIRE THE PUBLIC. THE SUPPORT INCLUDED THE FOLLOWING:ENGAGING YOUNG AUDIENCES - THE CELEBRATE! MULTICULTURAL PERFORMING ARTS SERIES CONTINUED IN A VIRTUAL FORMAT WITH EIGHT PROGRAMS AND MORE THAN 8,300 VIEWS. THE PROGRAM INCREASED ITS ACCESSIBILITY THIS YEAR THROUGH BILINGUAL CAPTIONING AND ASL INTERPRETATION. THE PRESIDENTS' DAY FAMILY FESTIVAL HONORED THE 60TH ANNIVERSARY OF JACQUELINE KENNEDY'S WHITE HOUSE RESTORATION PROJECT AND GARNERED MORE THAN 12,000 YOUTUBE VIEWS. THE FOUNDATION ALSO SUPPORTED THE DEVELOPMENT OF A KIDS' GUIDE TO THE MUSEUM'S NEW "FIRST CHILDREN" EXHIBIT.FOSTERING TEACHER AND STUDENT ENGAGEMENT - DUE TO ITS POPULARITY, THE LIBRARY CONTINUED TO PROVIDE JFK LIBRARY TEACHING AND LEARNING TUESDAYS, AN E-NEWSLETTER PROVIDING "READY TO GO" CURATED TEACHING MATERIALS FOR EDUCATORS AND PARENTS WHO ARE SHORT ON TIME AND SEEKING HIGH QUALITY RESOURCES. EACH ISSUE WAS DISTRIBUTED TO APPROXIMATELY 118,600 EDUCATORS, 25,000 MORE THAN THE PREVIOUS YEAR. OUTREACH TO EDUCATORS ALSO INCLUDED THE NEW FRONTIERS NEWSLETTER, DISTRIBUTED TO 11,000 EDUCATORS. THE LIBRARY PARTNERED WITH UMASS BOSTON TO PRESENT "AMERICA'S SILENCED HISTORIES," A TWO-WEEK SUMMER INSTITUTE FOR TEACHERS. THE FOUNDATION ALSO SUPPORTED AN ASSESSMENT FOCUSED ON BOTH MASSACHUSETTS AND NATIONAL EDUCATORS' NEED FOR AND INTEREST IN VIRTUAL SCHOOL CIVICS OFFERINGS DURING AND AFTER THE PANDEMIC.OFFERING UNPARALLELED HISTORY AND CIVIC EDUCATION ACTIVITIES - FOR THE 20TH CONSECUTIVE YEAR, THE "SETTING NATIONAL PRIORITIES" PROGRAM CHALLENGED HIGH SCHOOL STUDENTS TO WORK TOGETHER TO BALANCE A SIMULATED FEDERAL BUDGET. 20 SCHOOLS PARTICIPATED VIRTUALLY WITH 542 STUDENTS ATTENDING. THE LIBRARY HELPED LAUNCH MASSACHUSETTS CIVICS LEARNING WEEK BY PRESENTING VIRTUALLY "THE FIRST AMENDMENT: FIVE RIGHTS IN ONE!," A NATIONAL ARCHIVES WORKSHOP THAT ATTRACTED APPROXIMATELY 300 STUDENTS, AND THE JFK MAKE A DIFFERENCE AWARD HONORED MIDDLE SCHOOL STUDENTS FOR THE IMPACT THEY HAVE HAD ON THEIR COMMUNITY. IN THE FALL OF 2022, THE NATIONAL STUDENT MOCK ELECTION ENGAGED 7,040 STUDENTS THROUGHOUT MASSACHUSETTS WITH CURRICULA FOCUSED ON THE GUBERNATORIAL CONTEST. THIS NATIONAL NON-PARTISAN PROGRAM IS COORDINATED BY THE LIBRARY TO FOSTER AN UNDERSTANDING AND APPRECIATION OF THE POWER OF THE VOTE. THE LIBRARY'S ELECTION-YEAR DEBATE SERIES FOR HIGH SCHOOL STUDENTS TOOK PLACE IN OCTOBER WITH 424 STUDENTS FROM FIFTEEN SCHOOLS TAKING PART.PRODUCING FREE PUBLIC AFFAIRS DISCUSSIONS - THROUGH THE KENNEDY LIBRARY FORUMS, THE JFK LIBRARY IS THE LARGEST CONVENER OF PUBLIC CONVERSATIONS IN BOSTON, WITH A TRACK RECORD AND REPUTATION THAT ALLOW US TO ATTRACT WORLD LEADERS AND EXPERTS FROM THE FIELDS OF GOVERNMENT, JOURNALISM, EDUCATION, CIVIL RIGHTS, SCIENCE, THE ARTS, LAW, AND HISTORY. IN 2022, THE LIBRARY OFFERED 21 THOUGHTFULLY CURATED FORUMS IN BOTH IN-PERSON AND VIRTUAL FORMATS. AFTER TWO YEARS OF CLOSURE AND PARTIAL CLOSURE DUE TO THE COVID-19 PANDEMIC, WE WERE THRILLED TO WELCOME AUDIENCES BACK TO COLUMBIA POINT. MORE THAN 99,400 VIEWERS ACCESSED 2022 VIRTUAL FORUMS ON THE LIBRARY'S YOUTUBE AND FACEBOOK CHANNELS DURING THE YEAR, AN INCREASE OF 14% OVER THE PREVIOUS YEAR. AN AVERAGE OF 4,384 VIEWERS TUNED IN TO EACH EVENT, LOGGING NEARLY 28,000 HOURS OF VIEWING. IN ADDITION, VIEWS OF FORUMS MATERIAL FROM PAST YEARS TOPPED 906,000, BRINGING THE TOTAL YOUTUBE VIEWER ENGAGEMENT WITH ALL FORUMS MATERIAL TO NEARLY ONE MILLION IN 2022. IN ADDITION, AUDIO RECORDINGS OF THE FORUMS WERE DOWNLOADED 6,000 TIMES IN 2022 VIA ITUNES AND OTHER PODCAST SITES. 2089558 19500 41868 7078947 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY AL AR CA FL GA HI KS KY MD MI MN MS NH NJ NM NC OR PA RI SC TN UT VA WV WI X DORIS DRUMMOND 6175141668 COLUMBIA POINT BOSTON MA 02125 B MARC ALLEN DIRECTOR 1.00 X 0 0 0 VLAD Y BARBALAT DIRECTOR 1.00 X 0 0 0 ALLAN BOOMER DIRECTOR 1.00 X 0 0 0 THE HONORABLE JAMES T BRETT DIRECTOR 1.00 X 0 0 0 TUSHARA CANEKERATNE DIRECTOR 1.00 X 0 0 0 STEPHEN E CANTER DIRECTOR 2.00 X 0 0 0 CHRISTOPHER J CASSIDY DIRECTOR 1.00 X 0 0 0 RANNY F COOPER DIRECTOR 1.00 X 0 0 0 RICHARD K DONAHUE JR DIRECTOR 2.00 X 0 0 0 PAMELA ERICKSON DIRECTOR 1.00 X 0 0 0 LEPI JHA FISHMAN DIRECTOR 1.00 X 0 0 0 ADAM P FRANKEL DIRECTOR (UNTIL 4/27/22) 1.00 X 0 0 0 CAROL L FULP DIRECTOR (UNTIL 4/27/22) 2.00 X 0 0 0 DAVID S GASSON DIRECTOR 1.00 X 0 0 0 CHRISTINE HEENAN DIRECTOR 1.00 X 0 0 0 EDWARD J HOFF DIRECTOR 2.00 X 0 0 0 PATRICIA A JACOBS DIRECTOR 1.00 X 0 0 0 MATTHEW R KENNEDY DIRECTOR 2.00 X 0 0 0 KATY KNOX DIRECTOR 1.00 X 0 0 0 WILLIAM F LEE DIRECTOR 1.00 X 0 0 0 JOHN LESLIE DIRECTOR 1.00 X 0 0 0 JOY LIU DIRECTOR 1.00 X 0 0 0 CONAN O'BRIEN DIRECTOR 1.00 X 0 0 0 MARY L REED DIRECTOR (UNTIL 10/20/22) 2.00 X 0 0 0 ROBERT E RILEY DIRECTOR 1.00 X 0 0 0 THOMAS E SAMOLUK DIRECTOR 2.00 X 0 0 0 EDWIN A SCHLOSSBERG DIRECTOR 2.00 X 0 0 0 TATIANA SCHLOSSBERG DIRECTOR 1.00 X 0 0 0 PHYLLIS N SEGAL DIRECTOR 2.00 X 0 0 0 SCOTT SCHUSTER DIRECTOR 1.00 X 0 0 0 STEPHEN E SMITH JR DIRECTOR 1.00 X 0 0 0 MICHO F SPRING DIRECTOR 2.00 X 0 0 0 MICHAEL STEED DIRECTOR 1.00 X 0 0 0 MARCELO SUAREZ-OROZCO DIRECTOR 1.00 X 0 0 0 SHEEL TYLE DIRECTOR 1.00 X 0 0 0 MICHAEL A TYLER DIRECTOR 1.00 X 0 0 0 KAIYUAN WANG DIRECTOR 1.00 X 0 0 0 PAMELA A WICKHAM DIRECTOR 1.00 X 0 0 0 RONALD L SARGENT CHAIR 3.00 X X 0 0 0 LAURIE A LESHIN VICE CHAIR 2.00 X X 0 0 0 JAMES F KELLEHER TREASURER 2.00 X X 0 0 0 DAVID C WEINSTEIN SECRETARY 2.00 X X 0 0 0 RACHEL FLOR EXECUTIVE DIRECTOR 40.00 X 307852 0 69176 DORIS R DRUMMOND CFO 40.00 X 257761 0 60462 MAURA HAMMER VP OF DEVELOPMENT 40.00 X 235619 0 50908 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIRS 40.00 X 171862 0 18300 JAMES JENKINS DIRECTOR OF INDIVIDUAL GIVING 40.00 X 111829 0 11111 RICHARD KING DIR. OF MARKETING & PARTNERSHIPS 40.00 X 112687 0 43177 SARINA SADANA DIR. OF DEVELOPMENT EVENTS & OPS. 40.00 X 118599 0 21496 ELIZABETH MURPHY FORUM PRODUCER 40.00 X 105911 0 20854 1422120 0 295484 8 0 1 0 PRECISION STRATEGIES 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 MARKETING CONSULTANTS 318592 THE AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 FUNDRAISING CONSULTANTS 294078 GOURMET CATERERS 3867 WASHINGTON ST BOSTON MA 02131 CATERING SERVICE 215107 CHROMATIC LLC 2144 W RICE ST APT 3E CHICAGO IL 60622 WEBSITE & TECHNOLOGY 136247 AUDIOVISUAL PRESERVATION SOLUTIONS INC 253 36TH ST STE C302 22 BROOKLYN NY 11232 TECHNOLOGY CONSULTING 111465 9 1589014 969020 4594366 123686 7152400 WORKSHOP/CONFERENCE 900099 50987 50987 FUNCTION REVENUE 512000 22587 22587 FILM FOOTAGE LICENSING 900002 5675 5675 19281 19281 98530 974841 974841 114024 114024 7221778 8764283 -1542505 -1542505 -1542505 582689 1589014 582689 0 6797290 98530 0 -453640 56055 56055 8850 8850 1382692 413856 383462 585374 1855428 1151367 222621 481440 84126 59472 7341 17313 381953 276628 53443 51882 218089 114273 36203 67613 76430 76430 20110 20110 309569 309569 100000 100000 449654 393604 40200 15850 729455 729455 113041 66021 15323 31697 1009328 895397 26306 87625 103771 90924 2947 9900 1341580 1274347 27558 39675 1827 1827 9901 9901 46677 24739 7935 14003 EARTHSHOT PRIZE CO-OP 1500000 1500000 49670 14058 10898 24714 9848206 7078947 1012494 1756765 607437 743940 899211 2483324 911280 306157 570871 452642 4606689 4597614 18976 9075 45420730 36115880 13358458 10845518 2455698 2076497 64242661 53033033 666621 2344494 8833 3889 675454 2348383 X 50654496 39567982 12912711 11116668 63567207 50684650 64242661 53033033 -3050916 -9831641 0 X 0 1 X 1 0 X 6442337 5463365 4269852 5455954 7152400 28783908 6442337 5463365 4269852 5455954 7152400 28783908 3410711 25373197 1643113 1619093 1817910 3180594 1088865 9349575 38133483 293126 0.66540 0.66440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 20110 0 0 20110 0 PART II-B, LINE 1: THE FOUNDATION HAS HIRED A LOBBYING FIRM TO ADVOCATE FOR SUPPORT WITH THE MASSACHUSETTS CIVICS LEGISLATIVE ACTIVITIES. X X X X 0 22146444 -3757595 879379 17509470 20171179 2081016 105751 22146444 17785678 2516972 2000 129471 20171179 15352925 2608078 2900 172425 17785678 16679926 49000 -1258644 117357 15352925 0.64000 0.20000 0.16000 1 0 3098856 3089781 9075 1507833 1507833 0 9075 ALTERNATIVE INVESTMENTS 10845518 F 10845518 DUE TO LIBRARY 3889 3889 X -1130992 -9831641 1420670 582689 -7828282 6697290 100000 100000 6797290 11751565 1420670 582689 2003359 9748206 100000 100000 9848206 PART III, LINE 1A: THE FOUNDATION MAINTAINS A SMALL COLLECTION OF HISTORICAL ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FUTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE FOUNDATION DOES NOT CAPITALIZE ITS COLLECTION OF HISTORICAL ARTIFACTS. THE COST OF COLLECTION ITEMS PURCHASED IS RECORDED AS A DECREASE IN THE APPROPRIATE CATEGORY OF NET ASSETS. PROCEEDS FROM SALES OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION OR FOR THE PRESERVATION OF COLLECTIONS. PART III, LINE 4: THE FOUNDATION HOLDS A SMALL COLLECTION OF ITEMS DONATED FROM THE ESTATE OF MRS. KENNEDY ALONG WITH VARIOUS INTELLECTUAL PROPERTIES, INCLUDING AUDIO VISUAL LICENSING RIGHTS DONATED BY CBS. THE INTELLECTUAL PROPERTY IS USED BY RESEARCHERS, ALONG WITH TELEVISION OR MOVIE PRODUCERS, FEES WHICH ARE USED TO SUPPORT THE MISSION OF THE FOUNDATION. PART V, LINE 4: THE FOUNDATION HOLDS ENDOWMENT FUNDS AND BOARD DESIGNATED ENDOWMENTS TO SUPPORT FELLOWSHIPS, EDUCATION PROGRAMS, HEMINGWAY PROGRAMS, THE PROFILE IN COURAGE AWARD, MUSEUM PRESERVATION AND CONSERVATION AND FOR UNRESTRICTED USE. PART X, LINE 2: THE FOUNDATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THUS IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THAT ITS STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED ARE NOT CONSIDERED UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. THE FOUNDATION'S TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 582,689. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 582,689. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2413282 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS RESEARCH 8850 0 0 0 0 0 0 2422132 0 2422132 RESEARCH GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 3 8850 CHECK 1 0 1 0 0 0 PART I, LINE 2: THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION NAMED FELLOWSHIPS ARE DETERMINED BY A COMMITTEE OF THE LIBRARY AND FOUNDATION STAFF BASED ON APPLICATION REVIEW. THE HEMINGWAY GRANTS ARE BASED UPON APPLICATION REVIEW. THE GRANTS ARE FOR TRAVEL COSTS IN ORDER TO PERFORM RESEARCH AT THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY. THE GRANT AMOUNT AWARDED IS BASED UPON THE APPLICANT'S REQUESTED AMOUNT TO PERFORM RESEARCH ON SITE. THIS REQUEST IS REVIEWED BY THE COMMITTEE IN LIGHT OF REASONABLE TRAVEL COSTS. PART III ACCOUNTING METHOD: X X X X X X X 1 THE AVALON CONSULTING GROUP INC 805 15TH ST NW STE 700 WASHINGTON DC 20005 DIRECT MAIL SERVICES 0 0 294077 0 PENTERA 8650 COMMERCE PARK PLACE SUITE G INDIANAPOLIS IN 46268 PLANNED GIVING MAIL 0 0 15492 0 309569 AL AK AR CA CO CT FL GA HI KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MAY DINNER 2171703 1589014 582689 421367 94310 3200 63812 2171703 1589014 582689 421367 94310 3200 63812 582689 0 SCHEDULE G, PART I, LINE 2B, COLUMN V, AMOUNT PAID TO FUNDRAISER: $294,077 WAS PAID TO THE AVALON CONSULTING GROUP FOR MEMBERSHIP AND ANNUAL FUND EXPENSES. $15,492 WAS PAID TO PENTERA FOR PLANNED GIVING EXPENDITURES. 1 FELLOWSHIP GRANTS 7 9250 STIPENDS FOR ARCHIVAL ASSISTANCE 2 10500 PICA ESSAY AWARDS 18 19500 HOST COMMITTEE STIPENDS 20 20000 PART I, LINE 2: THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION NAMED FELLOWSHIPS ARE DETERMINED BY A COMMITTEE OF THE LIBRARY AND FOUNDATION STAFF BASED ON APPLICATION REVIEW. THE HEMINGWAY GRANTS ARE BASED UPON APPLICATION REVIEW. THE GRANTS ARE FOR TRAVEL COSTS IN ORDER TO PERFORM RESEARCH AT THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY. THE GRANT AMOUNT AWARDED IS BASED UPON THE APPLICANT'S REQUESTED AMOUNT TO PERFORM RESEARCH ON SITE. THIS REQUEST IS REVIEWED BY THE COMMITTEE IN LIGHT OF REASONABLE TRAVEL COSTS. THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION FUNDS STIPEND-BASED ARCHIVAL INTERNSHIPS EACH YEAR TO CURRENT GRADUATE STUDENTS IN THE FIELDS OF ARCHIVES, LIBRARIES, MUSEUMS, PUBLIC HISTORY, OR DIGITAL MEDIA. THE PROFILE IN COURAGE ESSAY CONTEST IS OPEN TO UNITED STATES HIGH SCHOOL STUDENTS IN GRADES NINE THROUGH TWELVE ATTENDING PUBLIC, PRIVATE, PAROCHIAL, OR HOME SCHOOLS; U.S. STUDENTS UNDER THE AGE OF TWENTY ENROLLED IN A HIGH SCHOOL CORRESPONDENCE/GED PROGRAM IN ANY OF THE FIFTY STATES, THE DISTRICT OF COLUMBIA, OR THE U.S. TERRITORIES; AND U.S. CITIZENS ATTENDING SCHOOLS OVERSEAS. ESSAYS MUST DESCRIBE AN ACT OF POLITICAL COURAGE BY A U.S. ELECTED OFFICIAL WHO SERVED DURING OR AFTER 1917, THE YEAR JOHN F. KENNEDY WAS BORN. THE KENNEDY LIBRARY FOUNDATION PARTNERED WITH THE EARTHSHOT PRIZE TO BRING THE WORLD'S MOST PRESTIGIOUS ENVIRONMENTAL AWARDS TO BOSTON. TAKING INSPIRATION FROM PRESIDENT KENNEDY'S LANDMARK "MOONSHOT" CHALLENGE, WHICH UNITED MILLIONS OF PEOPLE AROUND THE GOAL OF LANDING ON THE MOON WITHIN THE DECADE, THE EARTHSHOT PRIZE WAS LAUNCHED BY PRINCE WILLIAM AND THE ROYAL FOUNDATION TO CREATE A SUSTAINABLE FUTURE HERE ON EARTH. IT IS DESIGNED TO CATALYZE URGENT OPTIMISM AND ACTION FOR THE PLANET BY HIGHLIGHTING THE ABILITY OF HUMAN INGENUITY TO BRING ABOUT LASTING CHANGE. THE KENNEDY LIBRARY FOUNDATION SELECTED MEMBERS OF THE BOSTON COMMUNITY TO SERVE ON THE HOST COMMITTEE TO HELP SHAPE AND LEAD EVENTS THROUGHOUT THE BOSTON COMMUNITY IN THE DAYS LEADING UP TO THE CEREMONY WITH THE GOAL OF ENGAGING PEOPLE FROM ALL OVER THE CITY AND BEYOND IN THIS INITIATIVE. CERTAIN MEMBERS OF THIS HOST COMMITTEE RECEIVED STIPENDS OF $1000. X X X X X 0 0 0 0 0 0 0 1 0 RACHEL FLOR EXECUTIVE DIRECTOR 307650 0 0 0 202 0 27046 0 42130 0 377028 0 0 0 DORIS R DRUMMOND CFO 256426 0 0 0 1335 0 22457 0 38005 0 318223 0 0 0 MAURA HAMMER VP OF DEVELOPMENT 234750 0 0 0 869 0 20591 0 30317 0 286527 0 0 0 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIR 170993 0 0 0 869 0 5846 0 12454 0 190162 0 0 0 RICHARD KING DIR. OF MARKETING & PARTNERSHIPS 110766 0 1000 0 921 0 9542 0 33635 0 155864 0 0 0 PART I, LINE 7 PERFORMANCE BONUSES WERE MADE TO LISTED INDIVIDUALS AND WERE AWARDED AT THE DISCRETION OF THE COMPENSATION COMMITTEE. THESE BONUSES WERE AWARDED TO REFLECT THE ADDITIONAL DUTIES PERFORMED. X 3 123686 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN(B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1: THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM (THE "LIBRARY") IS THE NATION'S OFFICIAL MEMORIAL TO THE THIRTY-FIFTH PRESIDENT. THE LIBRARY, WHICH WAS CONSTRUCTED WITH PRIVATE FUNDS DONATED BY THE PUBLIC, IS ADMINISTERED BY THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION. THE LIBRARY RECEIVES AN ANNUAL FEDERAL APPROPRIATION FOR BUILDING MAINTENANCE AND A PORTION OF ITS PERSONNEL COSTS. THE BALANCE OF THEIR FINANCIAL SUPPORT HAS HISTORICALLY BEEN PROVIDED BY INCOME GENERATED FROM MUSEUM ADMISSION FEES, USAGE FEES FOR THE LIBRARY'S MEETING FACILITIES, AND THROUGH THE GENEROSITY OF THOUSANDS OF PRIVATE INDIVIDUALS, CORPORATIONS, STATE APPROPRIATIONS AND GRANTS, AND FOUNDATIONS WHO DONATE MONEY AND IN-KIND SERVICES TO THE JOHN F. KENNEDY LIBRARY FOUNDATION ("FOUNDATION"). THE LIBRARY AND THE FOUNDATION ARE UNITED IN A COMMON MISSION TO PERPETUATE PRESIDENT KENNEDY'S IDEAL THAT POLITICAL AND PUBLIC SERVICE BE CONDUCTED AND EXEMPLIFIED AS AN HONORABLE AND PATRIOTIC PROFESSION. THE FOUNDATION, REPRESENTING A WIDE VARIETY OF CONSTITUENCIES WITHIN THE GENERAL PUBLIC, WORKS CLOSELY WITH THE LIBRARY TO DEVELOP PROGRAMS THAT ADVANCE THE STUDY AND UNDERSTANDINGS OF PRESIDENT KENNEDY'S LIFE AND THE TIMES IN WHICH HE LIVED; AND THAT PROMOTE A GREATER APPRECIATION OF AMERICA'S POLITICAL AND CULTURAL HERITAGE, THE PROCESS OF GOVERNING, AND THE IMPORTANCE OF PUBLIC SERVICE. THE PRIVATE FINANCIAL SUPPORT PROVIDED BY THE FOUNDATION ENABLES THE FEDERAL GOVERNMENT TO EXPAND THE LIBRARY'S RESEARCH AND ARCHIVAL CAPACITY, THROUGH THE DIGITIZATION PROGRAM, TO UNDERTAKE MARKETING AND PUBLIC OUTREACH PROJECTS, TO OFFER INTERN AND RESEARCH FELLOWSHIP PROGRAMS, TO ENHANCE ITS MUSEUM AND EXHIBITS, AND TO OFFER NATIONALLY RECOGNIZED EDUCATIONAL AND PUBLIC PROGRAMMING. IN ADDITION TO ITS SUPPORT OF THE LIBRARY, THE FOUNDATION DIRECTLY SPONSORS PROGRAMS AND ACTIVITIES THAT HELP PEOPLE UNDERSTAND THE MAJOR CHALLENGES FACING DEMOCRACY TODAY; THAT INSPIRE CURRENT AND FUTURE GENERATIONS TO POLITICAL PARTICIPATION AND PUBLIC SERVICE; AND THAT PROMOTE DEBATE AND DISCUSSION OF ISSUES AT THE HEART OF CONTEMPORARY DEMOCRACY THAT RELATE TO THE LEGACY OF PRESIDENT JOHN F. KENNEDY. THE CLOSE RELATIONSHIP BETWEEN THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM AND THE JOHN F. KENNEDY LIBRARY FOUNDATION ILLUSTRATES THE BENEFITS TO SOCIETY AND THE AMERICAN TAXPAYER THAT ACCRUE FROM SUCH PUBLIC/PRIVATE PARTNERSHIPS. MISSION STATEMENT THE PRIMARY MISSION OF THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION IS TO SUPPORT THE WORK OF THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM WHOSE CORE FUNCTION IS TO COLLECT, PRESERVE, AND MAKE ACCESSIBLE FOR RESEARCH THE DOCUMENTS, AUDIOVISUAL MATERIALS, AND HISTORICAL ARTIFACTS OF PRESIDENT KENNEDY, HIS FAMILY, AND HIS CONTEMPORARIES. STRATEGIC PLAN THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION HAS COMMITTED TO PLAY A MORE ACTIVE ROLE IN THE PUBLIC SQUARE BY RENEWING PRESIDENT KENNEDY'S "ASK NOT" CHALLENGE AND GALVANIZING A NEW GENERATION OF AMERICANS TO ASK WHAT WE CAN DO FOR OUR COUNTRY AND OUR WORLD. THE FOUNDATION'S STRATEGIC PLAN INCLUDES FORGING INNOVATIVE PARTNERSHIPS TO DEVELOP OUTREACH AND INITIATIVES THAT WILL LEAD THE ORGANIZATION TO: GOAL #1: REACH, INSPIRE AND ACTIVATE EMERGING LEADERS THE JFK LIBRARY FOUNDATION WILL REACH, INSPIRE, AND ACTIVATE NEW AUDIENCES TO ENGAGE WITH AND BUILD ON THE LEGACY OF PRESIDENT KENNEDY AS CITIZENS, LEADERS, AND PUBLIC SERVANTS. GOAL #2: BECOME A LEADER AMONG CULTURAL INSTITUTIONS IN INNOVATIVE VIRTUAL ENGAGEMENT THE JFK LIBRARY FOUNDATION WILL REACH, INSPIRE, AND ACTIVATE NEW AUDIENCES BY BUILDING ON ITS CURRENT DIGITAL OFFERINGS AND CREATING NEW ENGAGEMENT OPPORTUNITIES FOR THOSE WHO CANNOT VISIT THE MUSEUM IN PERSON. GOAL #3: BECOME A MORE INCLUSIVE CULTURAL INSTITUTION THE KENNEDY LIBRARY FOUNDATION WILL PLAY AN ACTIVE ROLE IN EXTENDING PRESIDENT KENNEDY'S COMMITMENT TO BUILDING A MORE JUST, EQUITABLE WORLD BY CENTERING THE EXPERIENCE OF HISTORICALLY MARGINALIZED GROUPS IN THE FOUNDATION'S INTERNAL CULTURE, EXTERNAL ENGAGEMENT STRATEGIES, AND PROGRAMMING. GOAL #4: GENERATE NEW STREAMS OF FINANCIAL OR IN-KIND SUPPORT AND/OR REVENUE THE KENNEDY LIBRARY FOUNDATION WILL SECURE PHILANTHROPIC SUPPORT FOR AND PURSUE EARNED REVENUE OPPORTUNITIES FROM ITS INITIATIVES TO REACH, INSPIRE, AND ACTIVATE EMERGING LEADERS AND MORE DIVERSE AUDIENCES. FORM 990, PART VI, SECTION A, LINE 2 EDWIN SCHLOSSBERG & TATIANA SCHLOSSBERG - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION STAFF PREPARES TAX INFORMATION AND PROVIDES IT TO A PUBLIC ACCOUNTING FIRM AND THE RETURN IS PREPARED AND REVIEWED BY A PUBLIC ACCOUNTING FIRM THAT SIGNS AS PAID PREPARER. AS PART OF A FORMAL MEETING, THE AUDIT COMMITTEE PERFORMS A DETAILED REVIEW OF THE FORM 990 WITH MANAGEMENT. SUBSEQUENT TO THEIR SATISFACTORY REVIEW, THE FULL BOARD OF DIRECTORS RECEIVES THE FINAL FORM 990 PRIOR TO FILING. ALL QUESTIONS ARE ANSWERED AND RESOLVED BY MANAGEMENT PRIOR TO FILING THE DOCUMENTS WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS COMPLETE AND RETURN. MANAGEMENT OF THE FOUNDATION REVIEWS THE RETURNED QUESTIONNAIRES FOR COMPLIANCE. IF A CONFLICT IS DISCOVERED IT IS ESCALATED TO THE APPROPRIATE PARTY WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS, FOR WHICH THEY HAVE THE DELEGATED AUTHORITY TO REVIEW ALL COMPENSATION MATTERS. THIS COMMITTEE MEETS AT LEAST ANNUALLY, IF NOT MORE FREQUENTLY, TO REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE COMMITTEE HAS HIRED A COMPENSATION CONSULTANT TO PREPARE COMPARABLE DATA WHICH IS RELIED UPON TO MAKE COMPENSATION DECISIONS. MINUTES OF EACH MEETING ARE PREPARED AND APPROVED BY THE COMMITTEE WITHIN 60 DAYS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN OR VERBAL REQUEST. THEY ARE ALSO FILED ANNUALLY WITH FORM MA PC FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. CERTAIN GOVERNING DOCUMENTS ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN OR VERBAL REQUEST. FORM 990 IS AVAILABLE UPON REQUEST OR ON GUIDESTAR.ORG.