2025-10-06T10:04:47-05:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-01-01 046113130 JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INCORPORATED JOHN 6175141668 CO DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 DORIS DRUMMOND CHIEF FINANCIAL OFFICER 6175141668 2025-09-19 1 1 CRAIG KLEIN P00734640 6178075000 2025-09-19 2024 2025-03-06 01:10:19Z RACHEL FLOR C/O DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 19380320 0 X WWW.JFKLIBRARY.ORG X 1963 MA SEE SCHEDULE O. 32 32 32 208 0 0 7262818 4300800 83418 98879 1642583 4091478 171633 211324 9160452 8702481 69100 44000 0 0 4164529 4203531 594342 252017 1787393 4169068 3122196 8997039 7621744 163413 1080737 58209329 61363736 790419 667622 57418910 60696114 X SEE SCHEDULE O. 0 0 1376654 19500 17835 EDUCATION, HEMINGWAY AND MUSEUM SUPPORT(SEE MORE DETAIL IN SCHEDULE O)2024 EDUCATION HIGHLIGHTSGUIDED MUSEUM VISITS: IN 2024, MUSEUM EDUCATORS LED NEARLY 100 FIELD TRIPS FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS. IN TOTAL, OVER 4,800 STUDENTS AND 650 CHAPERONES WERE GUIDED THROUGH OUR EXHIBITS AND INTRODUCED TO KENNEDY'S ROLE IN HISTORICAL EVENTS. AN ADDITIONAL 305 STUDENTS TOOK PART IN VIRTUAL FIELD TRIPS, LEARNING FROM A DISTANCE EVEN THOUGH THEY WERE UNABLE TO VISIT THE MUSEUM IN PERSON. THE FOUNDATION PROVIDED 36 FREE BUS TRANSPORTATIONS FOR STUDENTS IN THE BOSTON PUBLIC SCHOOLS AS WELL AS AN ADDITIONAL SIX FOR LYNN PUBLIC SCHOOLS.MOCK ELECTION: THE LIBRARY CONTINUES TO SERVE AS THE MASSACHUSETTS COORDINATOR FOR THE NATIONAL STUDENT/PARENT MOCK ELECTION, WHICH IS HELD EVERY TWO YEARS AS PART OF THE FEDERAL ELECTION CYCLE. BEING A PRESIDENTIAL ELECTION YEAR, 2024 WAS ESPECIALLY POPULAR WITH 10,406 STUDENTS PARTICIPATING IN THE PROGRAM. STUDENTS RECEIVED MOCK BALLOTS, AND 5,030 TEACHERS WERE PROVIDED WITH FREE CURRICULUM RESOURCES TO USE IN THEIR CLASSROOM. PROFILE IN COURAGE ESSAY CONTEST: FOR THE 2024-2025 CONTEST, THE LIBRARY RECEIVED OVER 2,300 ESSAYS FROM HIGH SCHOOL STUDENTS IN ALL 50 STATES, FROM WASHINGTON D.C., PUERTO RICO, AND 17 COUNTRIES FROM EVERY CONTINENT EXCEPT ANTARCTICA. SOME UNEXPECTED COUNTRIES REPRESENTED IN THIS YEAR'S SUBMISSIONS INCLUDE UZBEKISTAN, ARMENIA, INDONESIA, MONACO, THE BAHAMAS, AND PANAMA. CHILDREN'S LITERATURE CONFERENCE: THE ANNUAL CHILDREN'S LITERATURE CONFERENCE WAS HELD ON OCTOBER 28TH. MORE THAN 100 TEACHERS AND LIBRARIANS FROM THE BOSTON AREA EXPLORED HOW EDUCATORS CAN CONTINUE TO IMPLEMENT EXCELLENT CURRICULUM AND PEDAGOGY WHEN TEACHING SOCIAL STUDIES. FAMILY PROGRAMS: IN 2024, THE LIBRARY HOSTED EIGHT MULTICULTURAL PERFORMANCES FOR FAMILY AND COMMUNITY AUDIENCES THROUGH THE CELEBRATE! SERIES. THESE PROGRAMS SERVED 1,865 IN-PERSON ATTENDEES AND AN ADDITIONAL 512 ONLINE PARTICIPANTS. ON FEBRUARY 19, THE LIBRARY PRESENTED ITS 13TH ANNUAL PRESIDENTS' DAY FESTIVAL. THE PROGRAM INCLUDED OPPORTUNITIES TO MEET ACTORS PORTRAYING PAST PRESIDENTS JOHN ADAMS, THOMAS JEFFERSON, AND THEODORE ROOSEVELT, AS WELL AS FORMER FIRST LADY ABIGAIL ADAMS. THE EVENT ALSO INCLUDED MUSICAL PERFORMANCES, FAMILY-FRIENDLY MUSEUM TOURS, AND HANDS-ON "MAKE AND TAKE" ACTIVITIES. THE PROGRAM BROUGHT 1,214 VISITORS TO THE LIBRARY, AND RECORDED PRESIDENTS' DAY PROGRAMS RECEIVED NEARLY 4,000 ONLINE VIEWS.VOLUNTEER PROGRAMS: BETWEEN JANUARY AND DECEMBER, THE LIBRARY'S VOLUNTEER DOCENTS BROUGHT JFK'S LIFE, LEGACY, AND IMPACT TO OVER 5,330 MUSEUM VISITORS IN MORE THAN 500 INDIVIDUAL TOURS.KENNEDY LIBRARY FORUMS: IN 2024, THE JFK LIBRARY PRESENTED 17 PUBLIC FORUMS AND SPECIAL "LATE NIGHTS AT THE LIBRARY" EVENTS. IN-PERSON ATTENDANCE AT FORUMS ROSE IN 2024, WITH 2,504 VISITORS ATTENDING. THE 12 FORUMS THAT WERE LIVESTREAMED ATTRACTED 27,374 VIEWS ON YOUTUBE. HIGHLIGHTS OF THE 2024 SEASON INCLUDED A COMMUNITY CONVERSATION ON THE MIDDLE EAST FACILITATED BY TUFTS UNIVERSITY PROFESSOR EILEEN BABBITT; TWO SPECIAL EVENTS FOCUSED ON THE IMPORTANCE OF VOTING, PRESENTED IN PARTNERSHIP WITH THE NEW ENGLAND PATRIOTS AND THE BOSTON CELTICS; A PRESIDENTIAL DEBATE WATCH EVENT IN PARTNERSHIP WITH WCVB NEWSCENTER 5; "SAY IT WELL," AN EVENING WITH OBAMA SPEECHWRITER AND AUTHOR TERRY SZUPLAT; AND MANY MORE. ALL EVENTS PRESENTED HIGHLY ESTEEMED PANELISTS WHOSE EXPERTISE AND THOUGHTFUL COMMENTARY INTRODUCED MANY PERSPECTIVES ON SOME OF THE MOST IMPORTANT ISSUES OF OUR TIME.HEMINGWAYTHE ERNEST HEMINGWAY COLLECTION AT THE JFK LIBRARY STANDS AS THE PREEMINENT, UNPARALLELED ARCHIVE FOR THE STUDY OF ERNEST HEMINGWAY'S LIFE, WORKS, AND CREATIVE PROCESS, COMPRISING OVER 90% OF THE NOBEL LAUREATE'S EXISTING MANUSCRIPTS, MORE THAN 11,000 OF HIS PERSONAL PHOTOGRAPHS, AND SELECTED FAMILY MEMENTOS. THE LIBRARY PROMOTES HEMINGWAY'S LITERARY LEGACY TO SCHOLARS AND STUDENTS OF ALL AGES THROUGH A VARIETY OF RESEARCH OPPORTUNITIES, EDUCATIONAL OFFERINGS, AND PUBLIC PROGRAMS. IN 2024, WE EXPANDED THIS PROGRAMMING TO INCLUDE BOTH ONSITE AND ONLINE OPPORTUNITIES, WITH EMPHASIS ON BUILDING A DIGITAL PRESENCE. A NEWLY LAUNCHED WEBSITE, "HEMINGWAY AT THE JFK," ALLOWS VISITORS FROM ACROSS THE GLOBE TO EXPLORE HEMINGWAY'S LIFE, WORKS, AND LEGACY. THE SITE, WWW.JFKLIBRARY.ORG/HEMINGWAY, RECEIVED NEARLY 90,000 VISITS IN 2024 AND HAS BEEN DESIGNED TO GROW, WITH ADDITIONAL CONTENT BEING ADDED TO EXISTING PAGES AND NEW CONTENT ROLLING OUT IN PHASES OVER THE NEXT 3-5 YEARS. ON MAY 5, 2024, ERNEST HEMINGWAY'S GRANDSON, SEN HEMINGWAY, HONORED FINALISTS FOR THE 2024 PEN/HEMINGWAY AWARD FOR DEBUT NOVEL. AWARD-WINNING AUTHOR JOAN SILBER DELIVERED THE KEYNOTE ADDRESS AT THE CELEBRATION, AND AUTHOR JAVIER FUENTES WON THE AWARD FOR HIS WORK COUNTRIES OF ORIGIN. MUSEUM SUPPORTAS THE MAIN SECTION OF THE JFK PRESIDENTIAL LIBRARY AND MUSEUM HAS NOT BEEN UPDATED SINCE ITS OPENING IN 1979, WORK ON CREATING A MASTER PLAN FOR THE LIBRARY'S PERMANENT EXHIBITS BEGAN IN JANUARY 2024 AND CONTINUED THROUGHOUT THE YEAR. THIS PLAN BUILDS ON THE EXHIBIT-AUDIENCE SURVEY WORK COMPLETED IN 2022-23. THE REDESIGN WILL BE BASED ON THE LIBRARY'S MUSEUM COLLECTION AND ARCHIVES AND CONSIDER AUDIENCES THAT WERE NOT ALIVE DURING PRESIDENT KENNEDY'S ADMINISTRATION. 1139557 74793 AWARDS AND SUPPORT(SEE MORE DETAIL IN SCHEDULE O)PROFILE IN COURAGE AWARDAT A CEREMONY ON JUNE 9, 2024, PRESIDENT KENNEDY'S GRANDSON, JACK SCHLOSSBERG, PRESENTED THE 2024 PROFILE IN COURAGE AWARD TO KENTUCKY SECRETARY OF STATE MICHAEL G. ADAMS. SECRETARY ADAMS RECEIVED THE AWARD FOR EXPANDING VOTING RIGHTS. ADAMS OVERSAW MOVES TO MAKE ABSENTEE VOTING EASIER AND TO INCREASE THE NUMBER OF IN-PERSON VOTING DAYS IN KENTUCKY. 319 GUESTS ATTENDED THE CEREMONY IN PERSON, 3,467 TUNED IN TO THE LIVESTREAM, AND THERE WERE 34,590 TOTAL VIEWS OF THE CEREMONY AND HIGHLIGHTS.EARTHSHOT LEGACY PARTNERSLAUNCHED IN 2023, THE EARTHSHOT LEGACY PARTNERS INITIATIVE EXTENDS THE JFK LIBRARY FOUNDATION'S PARTNERSHIP WITH PRINCE WILLIAM'S EARTHSHOT PRIZE BUILDING THE PRIZE'S IMPACT REGIONALLY AND ENGAGING AUDIENCES WITH THE LIBRARY AND PRESIDENT KENNEDY'S MOONSHOT LEGACY. 2024 EVENTS INCLUDED: MARCH 21: INUNDATION DISTRICT FORUM AND SCREENING -- THIS FILM EXPLORES THE IMPLICATIONS OF BOSTON'S DECISION TO BUILD THE SEAPORT DISTRICT ALONG ITS COAST AT SEA LEVEL. THE SCREENING AT THE LIBRARY WAS FOLLOWED BY A PANEL DISCUSSION WITH AT LEAST 253 ATTENDEES IN PERSON, AND APPROXIMATELY 1,500 PEOPLE ENGAGED WITH PROGRAM CONTENT ONLINE. JUNE 4: CLIMATECH SUSTAINABLE INNOVATION SHOWCASE -- AS PART OF MASSACHUSETTS GOVERNOR MAURA HEALEY'S FIRST ANNUAL CLIMATECH CONFERENCE, THE JFK LIBRARY HOSTED A VIP "GREEN GALA" RECEPTION FOR APPROXIMATELY 300 IN-PERSON GUESTS SHOWCASING COMPANIES AND INNOVATORS WHO ARE ON THE FRONT LINES OF THE ENERGY REVOLUTION. THE EVENT INCLUDED A KEYNOTE BY PHILIPPE COUSTEAU, JR., GRANDSON OF THE GREAT OCEANOGRAPHER JACQUES COUSTEAU.SEPTEMBER 12: EARTHSHOT INNOVATION CHALLENGE CEREMONY -- NEARLY 300 PEOPLE GATHERED AT THE JFK LIBRARY TO CELEBRATE THE FINALISTS IN THE INAUGURAL EARTHSHOT INNOVATION CHALLENGE: NORTHEAST U.S. EDITION CEREMONY. THE CHALLENGE IGNITES NORTHEAST-U.S.-BASED INNOVATIONS THAT PROMISE TO MAKE MEANINGFUL POSITIVE CHANGE IN ONE OF THE FIVE EARTHSHOTS: PROTECT AND RESTORE NATURE; CLEAN OUR AIR; REVIVE OUR OCEANS; BUILD A WASTE-FREE WORLD; AND FIX OUR CLIMATE. THE CEREMONY CELEBRATED THREE GAME-CHANGING CLIMATE INNOVATIONS -- AFTERLIFE AG, CELLSENSE, AND IT'S ELECTRIC AND INCLUDED REMARKS FROM U.S. EARTHSHOT LEGACY PARTNERS CHAIR SANDY EDGERLEY, JFK LIBRARY FOUNDATION BOARD MEMBER STEPHEN KENNEDY SMITH, AND BOSTON MAYOR MICHELLE WU. CHUCK LEAVELL, GRAMMY AWARD-WINNING KEYBOARDIST FOR THE ROLLING STONES AND THE ALLMAN BROTHERS BAND, PARTICIPATED IN A FIRESIDE CHAT WITH DANA JACOBSON, CO-HOST OF CBS SATURDAY MORNING. THE LIVESTREAM AND RECORDING OF THE EVENT AND FINALISTS RECEIVED OVER 3,800 ONLINE VIEWS. DISTINGUISHED VISITORS ON MARCH 11, 2024, PRIME MINISTER OF IRELAND LEO VARADKAR DELIVERED A SIGNIFICANT FOREIGN POLICY ADDRESS AT THE JFK LIBRARY DURING HIS ST. PATRICK'S WEEK TRIP TO THE U.S. ALSO IN ATTENDANCE WERE JOE KENNEDY III, US SPECIAL ENVOY FOR NORTHERN IRELAND, WHO DELIVERED OPENING REMARKS, AND OTHER INVITED GUESTS. 1654993 1551 COMMUNICATIONS(SEE MORE DETAIL IN SCHEDULE O)THE JFK LIBRARY FOUNDATION'S COMMUNICATIONS AND MARKETING PROGRAMS PROVIDE A DIRECT AND DEEP ENGAGEMENT WITH THE LIBRARY AND MUSEUM FOR AUDIENCES ACROSS THE NATION AND AROUND THE WORLD. THESE AUDIENCES CONNECT WITH PRESIDENT KENNEDY'S LEADERSHIP, STYLE, AND HUMANITY, AND THEY APPRECIATE THE OPPORTUNITY TO DISCOVER HISTORICAL ARTIFACTS, LETTERS, STORIES, AND PEOPLE FROM PRESIDENT KENNEDY'S ADMINISTRATION. OUR AUDIENCES ALSO HIGHLY VALUE THE IMPORTANCE OF THE HISTORICAL RECORD, DEMOCRATIC PRINCIPLES, AND PUBLIC SERVICE IDEALS HE CHAMPIONED THROUGHOUT HIS POLITICAL CAREER. IN 2024, THE MARKETING TEAM LAUNCHED A NEW OOH (OUT-OF-HOME) CAMPAIGN AIMED AT INCREASING ATTENDANCE AND VISIBILITY WITH A VIBRANT "EXPERIENCE THE JFK LIBRARY" CAMPAIGN FEATURING THE CREATION OF BUS WRAPS AND SIGNAGE ON STRATEGIC MBTA BUS ROUTES, BILLBOARDS, LOGAN AIRPORT, AND OLD TOWN TROLLEYS. ON SOCIAL MEDIA, 500,000 FOLLOWERS WERE REACHED ACROSS VARIOUS CHANNELS, INCLUDING X, FACEBOOK, INSTAGRAM, TIKTOK, AND YOUTUBE. 617273 24500 4700 ARCHIVES AND DIGITAL ARCHIVESTHE KENNEDY LIBRARY IS A NATIONALLY RECOGNIZED LEADER IN THE FIELD OF ARCHIVAL DIGITIZATION, AND THE DIGITIZATION PROGRAM IS ONE OF THE MOST ROBUST IN THE PRESIDENTIAL LIBRARY SYSTEM. SINCE ITS INCEPTION IN 2006, THE KENNEDY LIBRARY HAS FURNISHED ONLINE ACCESS TO APPROXIMATELY 1 MILLION PAGES OF DOCUMENTS, 20,700 PHOTOGRAPHIC IMAGES, 3,600 SOUND RECORDING SEGMENTS, 1,350 ORAL HISTORY INTERVIEW TRANSCRIPTS, AND 125 MOTION PICTURES FROM THE KENNEDY PRESIDENCY. THE WORK OF THE ARCHIVES DIGITIZATION PROGRAM IS FUNDAMENTAL TO THE FOUNDATION'S STRATEGIC PLAN TO SUPPORT SOCIAL MEDIA AND EDUCATIONAL PLATFORMS THAT REACH, INSPIRE, AND ACTIVATE AUDIENCES. IN 2024, THE COLLECTION RECEIVED 899,500 ONLINE VIEWS FROM INDIVIDUALS ACROSS THE NATION AND AROUND THE WORLD. GEORGE DENONCOURT PHOTOGRAPH COLLECTIONAS OF NOVEMBER 14, 2024, THE GEORGE DENONCOURT II PHOTOGRAPH COLLECTION WAS DIGITIZED, CATALOGED, AND AVAILABLE IN ITS ENTIRETY ONLINE. THIS COLLECTION CONTAINS TEXT AND PHOTOGRAPH PANELS THAT WERE DISPLAYED IN THE JFK LIBRARY'S 1983 TEMPORARY EXHIBIT, "ONE MAN'S VIETNAM: THROUGH THE EYES OF COMBAT PHOTOGRAPHER GEORGE DENONCOURT II," AS WELL AS ASSOCIATED PHOTOGRAPHIC PRINTS TAKEN BY DENONCOURT DURING HIS TOUR OF DUTY IN THE VIETNAM WAR. KENNEDY FAMILY COLLECTIONWORK CONTINUED IN 2024 TO FULLY DIGITIZE THE KENNEDY FAMILY COLLECTION, WHICH WAS DONATED TO THE LIBRARY BY ROSE FITZGERALD KENNEDY, PRESIDENT KENNEDY'S MOTHER. IT CONTAINS APPROXIMATELY 6,000 ITEMS THAT DOCUMENT THE LIFE AND TIMES OF THE KENNEDY AND FITZGERALD FAMILIES OVER A SPAN OF ABOUT 100 YEARS 1878 THROUGH 1980. IN 2024, THE LIBRARY'S ARCHIVISTS COMPLETED DESCRIPTIONS OF ALL PHOTOGRAPHS FOR SEARCHABILITY ONLINE. QUALITY CONTROL OF FOLDER CONTENTS AND STRUCTURE WAS ONGOING WITH A TARGET COMPLETION DATE IN EARLY 2025.DIGITIZATION ON DEMANDIN ADDITION TO ONGOING COLLECTION-SPECIFIC PROJECTS, THE ARCHIVES DEPARTMENT PERFORMS "DIGITIZATION ON DEMAND" SERVICES IN RESPONSE TO REQUESTS FROM RESEARCHERS, IN-HOUSE STAFF, AND OTHER STAKEHOLDERS. THIS FISCAL YEAR, 12, 443 ITEMS WERE SCANNED AND ARE BEING CATALOGED FOR PUBLIC ACCESS ON THE LIBRARY'S WEBSITE. 617273 24500 4700 4788477 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 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 81 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 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 RONALD L SARGENT CHAIR 3.00 X X 0 0 0 JAMES F KELLEHER VICE CHAIR/TREASURER (UNTIL 4/25/24) 1.00 X X 0 0 0 MICHAEL STEED TREASURER/DIRECTOR (EFF. 4/25/24) 2.00 X X 0 0 0 DAVID C WEINSTEIN SECRETARY 2.00 X X 0 0 0 B MARC ALLEN DIRECTOR 1.00 X 0 0 0 VLAD Y BARBALAT DIRECTOR 1.00 X 0 0 0 ALLAN BOOMER DIRECTOR 2.00 X 0 0 0 THE HONORABLE JAMES T BRETT DIRECTOR 1.00 X 0 0 0 KEVIN BROWN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J CASSIDY DIRECTOR 1.00 X 0 0 0 TUSHARA DILANIE DIRECTOR 1.00 X 0 0 0 PAMELA ERICKSON DIRECTOR 1.00 X 0 0 0 LEPI JHA FISHMAN DIRECTOR 1.00 X 0 0 0 YVONNE GARCIA DIRECTOR 1.00 X 0 0 0 DAVID S GASSON DIRECTOR 1.00 X 0 0 0 CHRISTINE HEENAN DIRECTOR 1.00 X 0 0 0 PATRICIA A JACOBS DIRECTOR (UNTIL 4/25/24) 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 2.00 X 0 0 0 JOHN LESLIE DIRECTOR 1.00 X 0 0 0 JOY LIU DIRECTOR 1.00 X 0 0 0 KAREN LYNCH DIRECTOR (UNTIL 10/14/24) 1.00 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 1.00 X 0 0 0 TATIANA SCHLOSSBERG DIRECTOR 1.00 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 MARCELO SUAREZ-OROZCO DIRECTOR 1.00 X 0 0 0 SHEEL TYLE DIRECTOR 1.00 X 0 0 0 MICHAEL A TYLER DIRECTOR 2.00 X 0 0 0 KAIYUAN WANG DIRECTOR 1.00 X 0 0 0 PAMELA A WICKHAM DIRECTOR (UNTIL 4/25/24) 1.00 X 0 0 0 LISA WIELAND DIRECTOR 1.00 X 0 0 0 RACHEL FLOR EXECUTIVE DIRECTOR 40.00 X 352324 0 71419 DORIS R DRUMMOND CHIEF FINANCIAL OFFICER 40.00 X 296925 0 60729 MAURA HAMMER VP OF DEVELOPMENT 40.00 X 269185 0 39221 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIRS 40.00 X 200313 0 31299 SARINA SADANA DIR. OF DEVELOPMENT EVENTS & OPS. 40.00 X 123755 0 23067 ELIZABETH MURPHY FORUM PRODUCER 40.00 X 111667 0 21999 RICHARD KING DIR. OF MARKETING & PARTNERSHIPS 40.00 X 132205 0 49099 EMILY BUTLER ASSOC DIR, DONOR STEWARDSHIP/SR WRITER 40.00 X 102871 0 50132 HILARY JUSTICE HEMINGWAY SCHOLAR IN RESIDENCE 40.00 X 101435 0 33421 1690680 0 380386 10 0 1 0 PRECISION STRATEGIES 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 MARKETING CONSULTANTS 238500 ONWARD CONSULTING 1451 GLENMORE AVE BATON ROUGE LA 70808 FUNDRAISING CONSULTANTS 230000 GOURMET CATERERS 3867 WASHINGTON ST BOSTON MA 02131 CATERING SERVICE 228140 THE AVALON CONSULTING GROUP 805 15TH ST NW SUITE 700 WASHINGTON DC 20005 FUNDRAISING CONSULTANTS 164374 CHROMATIC LLC 2144 W RICE ST 3E CHICAGO IL 60622 SOFTWARE DEVELOPMENT 152634 11 1338624 581685 2380491 661690 4300800 WORKSHOP/CONFERENCE 900099 38825 38825 FUNCTION REVENUE 512000 19598 19598 FILM FOOTAGE LICENSING 900002 4700 4700 35756 35756 98879 1615223 1615223 211324 211324 12960276 10484021 2476255 2476255 2476255 193818 1338624 193818 0 8702481 98879 0 4302802 X 44000 44000 1278613 444116 378663 455834 2046241 1338000 216465 491776 133561 84464 12286 36811 519481 331267 63050 125164 225635 130534 33746 61355 73188 73188 30000 30000 252017 252017 104622 104622 506736 365237 19490 122009 454570 453720 850 161074 44969 38194 77911 926018 828728 37987 59303 145834 130200 6487 9147 4433 4433 636154 562008 27931 46215 49434 23898 11632 13904 30133 2903 22133 5097 7621744 4788477 1045874 1787393 1218073 872868 2073827 1104328 58703 71697 364760 453217 1007519 1007519 0 0 39741238 44978778 12567288 11597089 2185440 2285759 58209329 61363736 789561 667622 858 0 790419 667622 X 43981168 46826300 13437742 13869814 57418910 60696114 58209329 61363736 1080737 2196467 0 X 0 1 X 1 0 X 4269852 5455954 7152400 7262818 4300800 28441824 4269852 5455954 7152400 7262818 4300800 28441824 2698706 25743118 1817910 3180594 1088865 1262601 1826547 9176517 37618341 325921 0.68430 0.70090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 30000 0 0 30000 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 19695216 126424 2122231 485990 21457881 17509470 2845201 659455 19695216 22146444 -3757595 879379 17509470 20171179 2081016 105751 22146444 17785678 2516972 2000 129471 20171179 0.64310 0.16310 0.19380 1 0 581465 581465 0 426054 426054 0 0 ALTERNATIVE INVESTMENTS 11597089 F 11597089 X 11388105 2196467 399961 193818 2790246 8597859 104622 104622 8702481 8110901 399961 193818 593779 7517122 104622 104622 7621744 PART III, LINE 1A: THE FOUNDATION MAINTAINS A SMALL COLLECTION OF HISTORICAL ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE 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 193,818. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 193,818. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2462843 0 0 0 0 0 0 2462843 0 2462843 1 0 1 0 0 0 X X X X X X X 1 ONWARD CONSULTING 1451 GLENMORE AVE BATON ROUGE LA 70808 DEVELOPMENT & FUNDRAISING 0 550000 135000 0 THE AVALON CONSULTING GROUP INC 805 15TH ST NW STE 700 WASHINGTON DC 20005 DIRECT MAIL SERVICES 0 0 116856 0 550000 251856 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 1532442 1338624 193818 98030 59148 4800 31840 1532442 1338624 193818 98030 59148 4800 31840 193818 0 1 FELLOWSHIP GRANTS 10 12500 PICA ESSAY AWARDS 18 19500 STIPENDS FOR ARCHIVAL ASSISTANCE 2 12000 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 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. X X X X X 0 0 0 0 0 0 0 1 0 RACHEL FLOR EXECUTIVE DIRECTOR 341970 0 10000 0 354 0 28043 0 43376 0 423743 0 0 0 DORIS R DRUMMOND CHIEF FINANCIAL OFFICER 287088 0 7500 0 2337 0 23296 0 37433 0 357654 0 0 0 MAURA HAMMER VP OF DEVELOPMENT 259348 0 7500 0 2337 0 21216 0 18005 0 308406 0 0 0 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIR 190476 0 7500 0 2337 0 15392 0 15907 0 231612 0 0 0 RICHARD KING DIR. OF MARKETING & PARTNERSHIPS 130634 0 0 0 1571 0 9899 0 39200 0 181304 0 0 0 EMILY BUTLER ASSOC DIR, DONOR STEWARDSHIP/SR WRIT 102050 0 0 0 821 0 8320 0 41812 0 153003 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 7 661690 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: TO BECOME A MORE WELCOMING 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 PROMOTING EQUAL OPPORTUNITY, CENTERING EXPERIENCES OF ALL COMMUNITIES IN THE FOUNDATION'S INTERNAL CULTURE, EXTERNAL ENGAGEMENT STRATEGIES, AND PROGRAMMING, AND PROVIDING EQUAL ACCESS TO THE INSTITUTION'S 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 TAX ADVISORY 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. FORM 990, PART IX, LINE 18: PAYMENTS OF TRAVEL OR ENTERTAINMENT EXPENSES FOR ANY FEDERAL, STATE, OR LOCAL PUBLIC OFFICIALS THE FOUNDATION HOLDS PROGRAMS, SUCH AS PUBLIC FORUMS, THE PROFILE IN COURAGE AWARD AND THE PROFILE IN COURAGE ESSAY CONTEST, WHERE PUBLIC OFFICIALS MAY BE PARTICIPANTS IN THE PROGRAM OR ON A SELECTION COMMITTEE. THOSE OFFICIALS MAY RECEIVE REIMBURSEMENT FOR THEIR TRAVEL EXPENSES IN ORDER TO PARTICIPATE IN SUCH PROGRAMS.