2025-08-11T14:16:49-05:00 2024-09-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2023-10-01 530206027 SMITHSONIAN INSTITUTION SMIT 2026331000 600 MARYLAND AVENUE SW WASHINGTON DC 20024 RONALD CORTEZ UNDER SECRETARY FOR FIN/ADMIN & CFO 2026331000 2025-08-11 1 1 AMANDA COON P01754645 7032868000 2025-08-11 2023 2025-03-06 01:10:19Z LONNIE G BUNCH III 600 MARYLAND AVENUE SW WASHINGTON DC 20024 2600445831 0 X WWW.SI.EDU X 1846 "INCREASE AND DIFFUSION OF KNOWLEDGE" IS THE MISSION SET FORTH BY JAMES SMITHSON. 17 17 7367 92082 10902427 0 1639379712 1635380759 110685734 109329317 59876906 133422298 66600225 77487579 1876542577 1955619953 16736496 18009379 0 0 799079583 818104328 1783493 1698922 88739405 784197474 841305688 1601797046 1679118317 274745531 276501636 7198888846 7566256722 1509141868 1432391712 5689746978 6133865010 X *INCREASE AND DIFFUSION OF KNOWLEDGE* IS THE MISSION SET FORTH BY JAMES SMITHSON. THE SMITHSONIAN ENDEAVORS TO SHAPE THE FUTURE BY PRESERVING OUR HERITAGE, DISCOVERING NEW KNOWLEDGE, AND SHARING OUR RESOURCES WITH THE WORLD. 0 0 444451952 4570886 47495062 EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS (SEE SCHEDULE O) 708280970 13438493 54454823 RESEARCH AND COLLECTIONS (SEE SCHEDULE O) 123994076 53527412 MEMBERSHIP (SEE SCHEDULE O) 1276726998 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 0 1 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 1 3785 0 7367 1 1 1 1 GB PM 0 0 0 1 1 0 0 0 0 1 0 X 17 17 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X OFFICE OF FINANCE & ACCOUNTING 2026335386 PO BOX 37012 WASHINGTON DC 200137012 HONORABLE JOHN G ROBERTS JR REGENT 2.00 0.00 X 0 0 0 HONORABLE KAMALA D HARRIS REGENT 2.00 0.00 X 0 0 0 HONORABLE JOHN BOOZMAN REGENT 2.00 0.00 X 0 0 0 HONORABLE CATHERINE CORTEZ MASTO REGENT 2.00 0.00 X 0 0 0 HONORABLE GARY PETERS REGENT 2.00 0.00 X 0 0 0 HONORABLE GARRET GRAVES REGENT 2.00 0.00 X 0 0 0 HONORABLE DORIS MATSUI REGENT 2.00 0.00 X 0 0 0 HONORABLE ADRIAN SMITH REGENT 2.00 0.00 X 0 0 0 HONORABLE BARBARA M BARRETT REGENT 3.00 0.00 X 0 0 0 MS TONI BUSH REGENT 2.00 0.00 X 0 0 0 MR JOHN FAHEY REGENT 3.00 0.00 X 0 0 0 MR ROGER W FERGUSON JR REGENT 3.00 0.00 X 0 0 0 MR MICHEAL GOVAN REGENT 3.00 0.00 X 0 0 0 DR RISA J LAVIZZO-MOUREY REGENT 3.00 0.00 X 0 0 0 MR MICHAEL M LYNTON REGENT 3.00 0.00 X 0 0 0 MS DENISE M O'LEARY REGENT 2.00 0.00 X 0 0 0 MR FRANKLIN D RAINES REGENT 2.00 0.00 X 0 0 0 MR LONNIE G BUNCH III SECRETARY OF THE SMITHSONIAN 50.00 0.00 X 915469 0 74097 MEROE PARK DEPUTY SECRETARY & COO 50.00 0.00 X 613661 0 49924 RONALD CORTEZ UNDER SEC FOR FIN/ADMIN & CFO 50.00 0.00 X 482777 0 76133 PORTER WILKINSON CHIEF OF STAFF TO THE REGENTS 50.00 0.00 X 253749 0 36039 FARLEIGH EARHART GENERAL COUNSEL (ACTING) 50.00 0.00 X 222203 0 26362 JOAN MOCKERIDGE INSPECTOR GENERAL (ACTING) 50.00 0.00 X 205308 0 35434 JENNIFER MCINTYRE CHIEF LEGAL OFFICER 50.00 0.00 X 0 0 0 NICOLE ANGARELLA INSPECTOR GENERAL 50.00 0.00 X 0 0 0 AMY CHEN CHIEF INVESTMENT OFFICER 50.00 0.00 X 1147877 0 50140 ROBERT SPILLER ASSISTANT SECRETARY FOR ADVANCEMENT 50.00 0.00 X 443009 0 88679 KEVIN GOVER UNDER SEC FOR HISTORY & CULTURE 50.00 0.00 X 439538 0 76133 ELLEN STOFAN UNDER SEC FOR SCIENCE & RESEARCH 50.00 0.00 X 438975 0 70662 JULISSA MARENCO ASST SEC. FOR COMM/EXT AFFAIRS & CMO 50.00 0.00 X 301376 0 71847 DEREK ROSS DIR, OFC OF PLNG, DSGN & CONST 50.00 0.00 X 226105 0 35761 CAROL LEBLANC PRESIDENT, SMITHSONIAN ENTERPRISES 50.00 0.00 X 530461 0 71065 JEFFREY SMITH INVESTMENT OFFICER 50.00 0.00 X 699892 0 83045 MICHAEL GIOVENCO INVESTMENT OFFICER 50.00 0.00 X 647978 0 50448 RYAN DOTSON INVESTMENT OFFICER 50.00 0.00 X 573416 0 83296 MELISSA CHIU DIR, HIRSHHORN MUSEUM & SCULPTUE GARDEN 50.00 0.00 X 459518 0 73135 CHASE ROBINSON DIR SACKLER GALLERY/FREER 50.00 0.00 X 456096 0 59781 CATHY HELM THRU 90123 FMR, INSPECTOR GENERAL 50.00 0.00 X 273332 0 18574 JUDITH LEONARD THRU 30123 FMR, GENERAL COUNSEL 50.00 0.00 X 162095 0 19850 RICHARD KURIN THRU 93019 FMR, SR. SCHOLAR AND AMB-AT-LARGE 50.00 0.00 X 365110 0 73204 ZULLY DORR THRU 093019 FMR, ACTING ASST SEC. FOR ADVANCEMENT 50.00 0.00 X 244297 0 59498 DOUGLAS HALL THRU 93022 FMR, ACTING UNDER SEC. FOR ADMINISTR 50.00 0.00 X 210307 0 33913 CHARLES ALCOCK THRU 123120 FMR DIR, HARVARD-SMITHSONIAN CENTER 50.00 0.00 X 176054 0 22083 ROGER BRISSENDEN THRU 33121 FMR, ACTING UNDER SEC. FOR SCI & RSC 50.00 0.00 X 195182 0 0 NANCY BECHTOL THRU 123022 FMR DIR, SMITHSONIAN FACIILITIES 50.00 0.00 X 104371 0 1948 ERA MARSHALL THRU 93019 FMR DIR, EQUAL EMPLOYMENT & SUPPLIER DIVERSITY 50.00 0.00 X 134535 0 1759 10922691 0 1342810 2114 1 1 0 CLARKSMOOTCONSIGLI A JOINT VENTURE 7500 OLD GEORGETOWN RD BETHESDA MD 20814 CONSTRUCTION 108174831 UNIVERSAL PROTECTION SERVICE LP 1551 N TUSTIN AVE SANTA ANA CA 927058664 SECURITY 25426334 TC PENNSY DRIVE LLC 444 MADISON AVENUE 18TH FLOOR NEW YORK NY 100226903 REAL ESTATE 8546812 DELL MARKETING LP 1 DELL WAY ROUND ROCK TX 78682 MARKETING 4688215 100 DISCOVERY PARK DE LLC 116 HUNTINGTON AVE BOSTON MA 02116 REAL ESTATE 4114114 156 31588 25916774 2280180 1391267669 215884548 150028521 1635380759 VISITORS & MEMBERSHIPS 900099 60310664 43382038 52452 16876174 TOURS/CLASSES 900099 25477486 24252320 1225166 SUBSCRIPTIONS-MAGAZINE 513120 20729190 18034932 2694258 SPONSORSHIP INCOME 900099 1442039 1442039 THEATER INCOME 512000 1261479 663339 598140 108459 108459 109329317 38156848 43697 38113151 16640724 16640724 11819364 2430335 9389029 9389029 9389029 708860836 13510 613608896 0 95251940 13510 95265450 13510 95251940 265639 2280180 1230997 -965358 -965358 69653814 27555650 42098164 42098164 MAG/WEBSITE ADVERTISIN 541800 6288714 6288714 INTERCOMPANY REVENUE 900099 4013451 4013451 MISCELLANEOUS REVENUE 900099 22855 22855 10325020 1955619953 134031107 10902427 175305660 X 599615 599615 13800101 13800101 3609663 3609663 10174936 2335705 7301999 537232 2096112 831632 960685 303795 594434884 483076802 73507000 37851082 75606014 42523616 33063262 19136 122064113 91578534 20187960 10297619 13728269 182223 13532678 13368 1010874 501009 265908 243957 1220987 1220987 1698922 1698922 4992773 4992773 279954392 210816099 48738393 20399900 3441712 2393929 120349 927434 43322992 31579254 6128161 5615577 69637175 30599681 37338714 1698780 255750 213878 41482 390 97967573 85359184 11328958 1279431 18239688 16119357 856626 1263705 4845009 3822570 892206 130233 8916525 588896 8165899 161730 198184305 159300544 38467574 416187 2732344 872200 1856412 3732 PROGRAM PRODUCTION 61337791 55289437 236286 5812068 RESEARCH/SUBCONTRACT 34446116 34443351 2735 30 EQUIPMENT 6016586 6289718 -338229 65097 UNRELATED BUS. INC. TAX 4783096 4783096 0 1679118317 1276726998 313651914 88739405 861134110 903030111 353902694 307021334 290649838 241902020 15291418 16355514 15619432 16587991 8701099 9876297 6399090686 3314999656 2962397098 3084091030 1426646 1160582 2607781410 2889536036 70336620 84834443 11648481 11861364 7198888846 7566256722 270834736 263532744 750396555 664569014 88810231 89870749 344446027 342961162 54654319 71458043 1509141868 1432391712 X 3066495491 3352818104 2623251487 2781046906 5689746978 6133865010 7198888846 7566256722 X 276501636 167422028 194368 X X 0 1 X 1 1 1 X 1308610079 1527783787 1440330179 1639379712 1635380758 7551484515 1308610079 1527783787 1440330179 1639379712 1635380758 7551484515 41319294 7510165221 30305042 23458833 31893398 42557942 66576239 194791454 1442506 861724 494916 50222 3012252 5861620 29009345 15067957 48833252 71845329 17141813 181897696 7934035285 602310544 0.94660 0.94150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 88.25 0 1 0 X X X X 1 2424110345 74733168 267832674 112452629 3145853 2651077705 2323063719 168176189 33071913 97227935 2973540 2424110346 2332513197 55461423 -177127991 84916966 2865944 2123063719 1937754681 50779878 626775984 79750157 3047189 2532513197 1713248540 35816167 270503159 76885815 4927370 1937754681 0.40000 0.29000 0.31000 0 0 32818456 32818456 5607490234 2771328885 2836161349 139554931 113940451 25614480 333230026 293630072 39599954 285997039 136100248 149896791 3084091030 SECURITIES-ENDOWMENT CONSOLIDATED 2622913530 F SECURITIES-SHORT-TERM 75372888 F SECURITIES-GIFT ANNUITY PROGRAM 26520259 F SECURITIES-MID TERM 137725765 F SECURITIES-ENDOWMENT US TREAS 986307 F SECURITIES-ACCRUED ENDOWMENT 26017287 F 2889536036 OTHER ACCRUED LIABILITIES 1432130 BOND INTEREST PAYABLE 561405 OTHER LIABILITIES 345486 ESTIMATED ENVIRONMENTAL REMEDIATION OBLIGATION 69119022 71458043 X 2219914124 167422028 12194240 50898484 230514752 1989399372 -4992773 -28786646 -33779419 1955619953 1775796094 12194240 12194240 1763601854 -4992773 -79490764 -84483537 1679118317 PART II, LINE 3: SMITHSONIAN INSTITUTION DID NOT MODIFY, TRANSFER, RELEASE, EXTINGUISH OR TERMINATE ANY CONSERVATION EASEMENTS DURING THE YEAR. PART II, LINE 6: THE SMITHSONIAN ENVIRONMENTAL RESEARCH CENTER (SERC) IS LOCATED ON 2,650 ACRES OF LAND ON THE CHESAPEAKE BAY IN SOUTHERN MARYLAND SPANNING FORESTS, WETLANDS, MARSHES, AND 12 MILES OF PROTECTED SHORELINE. THE SITE SERVES AS A NATURAL LABORATORY FOR LONG-TERM AND CUTTING-EDGE ECOLOGICAL RESEARCH. THE SMITHSONIAN HAS A CONSERVATION EASEMENT ASSOCIATED WITH PROPERTY THAT IS IMMEDIATELY ADJACENT TO SERC LAND OWNED BY THE INSTITUTION. FACILITIES AND SECURITY STAFF VISIT THE AREA REGULARLY AND ARE THUS ABLE TO REPORT ANY UNUSUAL ACTIVITY ON THE LAND SUBJECT TO THE EASEMENT. THE ORGANIZATION DOES NOT SEPARATELY TRACK THE HOURS AND EXPENSES ASSOCIATED WITH MONITORING THE PROPERTY RELATED TO THE EASEMENT. PART II, LINE 9: THE SMITHSONIAN INSTITUTION'S CONSERVATION EASEMENT DOES NOT APPEAR IN THE INSTITUTION'S AUDITED FINANCIAL STATEMENTS. PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE PERIOD OF ACQUISITION. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES FOR LOST OR DESTROYED COLLECTION ITEMS ARE RECOGNIZED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS AND ARE DESIGNATED FOR FUTURE COLLECTION ACQUISITIONS, CARE, AND MAINTENANCE. PART III, LINE 4: THE ACQUISITION, PRESERVATION, MANAGEMENT, AND STUDY OF COLLECTIONS ARE FUNDAMENTAL TO THE SMITHSONIAN'S MISSION TO INCREASE AND DIFFUSE KNOWLEDGE AND HAVE BEEN THE FOUNDATION UPON WHICH IT RESTS. SMITHSONIAN COLLECTIONS ARE A NATIONAL AND GLOBAL RESOURCE ACCESSED EACH YEAR BY MILLIONS OF VISITORS AND RESEARCHERS WHO USE TRADITIONAL METHODS AND CUTTING-EDGE TECHNOLOGIES TO EXPLORE SUBJECTS FROM AERONAUTICS TO ZOOLOGY. THROUGH ITS COLLECTIONS, THE SMITHSONIAN PRESENTS THE ASTONISHING RECORD OF AMERICAN AND INTERNATIONAL ARTISTIC, HISTORICAL, CULTURAL, AND SCIENTIFIC ACHIEVEMENT, WITH A SCOPE AND DEPTH NO OTHER INSTITUTION IN THE WORLD CAN MATCH. SMITHSONIAN COLLECTIONS CONTRIBUTE TO POPULATION RECOVERY OF ENDANGERED SPECIES, ADVANCES IN REPRODUCTIVE BIOLOGY, GENOME RESOURCE BANKING, MEDICAL RESEARCH, FORENSIC ANALYSIS, BIO-SECURITY, AND CONSERVATION POLICY WORLDWIDE. ASSEMBLED OVER MORE THAN 175 YEARS, THE COLLECTIONS ARE CENTRAL TO THE CORE ACTIVITIES AND TO THE VITALITY AND SIGNIFICANCE OF THE SMITHSONIAN. PART V, LINE 4: THE ENDOWMENT INCLUDES APPROXIMATELY 700 INDIVIDUAL ENDOWMENT FUNDS. THE ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT FOR SCHOLARSHIP, RESEARCH ACTIVITIES, OTHER PROGRAMS, ACQUISITIONS OF COLLECTIONS AND OTHER INSTITUTIONAL ACTIVITIES. IT PLAYS A CRITICAL ROLE IN ENABLING THE INSTITUTION TO ACHIEVE ITS MISSION - "THE INCREASE AND DIFFUSION OF KNOWLEDGE." THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF REGENTS TO FUNCTION AS ENDOWMENTS. CLASSIFICATION AND REPORTING OF NET ASSETS ASSOCIATED WITH THE ENDOWMENT REFLECT DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE THE SMITHSONIAN ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN APPLICABLE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE ARE FROM THE YEAR 2020 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPUTED REVENUE 50,704,117. GAIN ON SALE OF COLLECTIONS 194,367. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE -1,230,996. DIRECT EXPENSES COGS -27,555,650. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES COGS -27,555,650. IMPUTED REVENUE -50,704,117. DIRECT FUNDRAISING EXPENSE -1,230,997. 1 SUB-SAHARAN AFRICA 0 0 ACADEMIC APPOINTMENT 51211 NORTH AMERICA 0 0 ACADEMIC APPOINTMENT 279314 EAST ASIA AND THE PACIFIC 0 0 ACADEMIC APPOINTMENT 389198 EUROPE 0 0 ACADEMIC APPOINTMENT 844211 CENTRAL AMERICA AND CARIBBEAN 0 0 ACADEMIC APPOINTMENT 1148976 SOUTH AMERICA 0 0 ACADEMIC APPOINTMENT 797733 SOUTH ASIA 0 0 ACADEMIC APPOINTMENT 58490 MIDDLE EAST AND N. AFRICA 0 0 ACADEMIC APPOINTMENT 18130 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 1066314 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 442192 ANTARTICA 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 15 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 1729530 EUROPE 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 2363176 CENTRAL AMERICA AND CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 955951 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 487197 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 99758 MIDDLE EAST AND N. AFRICA 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 255447 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRAVEL, RELATED TO RESEARCH, CONFERENCES, AND TRAINING 24479 CENTRAL AMERICA AND CARIBBEAN 0 0 INVESTMENTS 1180461673 NORTH AMERICA 0 0 INVESTMENTS 5573814 EUROPE 0 0 INVESTMENTS 175910504 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 39933775 0 0 0 0 0 0 3587263 1409303825 1412891088 ACADEMIC APPOINTMENT STIPENDS NORTH AMERICA 24 279314 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS SUB-SAHARAN AFRICA 6 51211 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS SOUTH ASIA 6 58490 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS EAST ASIA AND THE PACIFIC 23 389198 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS RUSSIA AND NEIGHBORING STATES 1 22400 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS EUROPE (INCLUDING ICELAND AND GREENLAND) 67 844211 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS CENTRAL AMERICA AND THE CARIBBEAN 129 1148976 DIRECT DEPOSIT AND CHECKS ACADEMIC APPOINTMENT STIPENDS SOUTH AMERICA 214 797733 DIRECT DEPOSIT AND CHECKS 1 1 1 1 1 1 PART I, LINE 2: THE OFFICE OF ACADEMIC APPOINTMENTS AND INTERNSHIPS HAS CENTRAL MANAGEMENT AND ADMINISTRATIVE RESPONSIBILITY FOR THE SMITHSONIAN PROGRAMS OF RESEARCH FELLOWSHIPS AND OTHER ACADEMIC APPOINTMENTS FOR UNDERGRADUATE, GRADUATE STUDENTS, POSTDOCTORAL AND SENIOR SCHOLARS. THE SMITHSONIAN INSTITUTION FELLOWSHIP PROGRAM IS A COMPETITIVE FELLOWSHIP PROGRAM FOR GRADUATE AND POSTDOCTORAL FELLOWS, WHO APPLY TO CONDUCT RESEARCH AT THE INSTITUTION WITH RESEARCH STAFF SERVING AS ADVISORS. THE REVIEW PROCESS IS MADE UP OF DISCIPLINARY COMMITTEES COMPRISED OF THE INSTITUTION'S STAFF WHO EVALUATE THE CANDIDATES AND THEN SELECT THE FELLOWS. THERE ARE OTHER COMPETITIVE AND NON-COMPETITIVE FELLOWSHIPS FOR VISITING SCHOLAR AND STUDENT APPOINTEES SELECTED THROUGH THE SMITHSONIAN UNITS THAT GO THROUGH A VARIETY OF OTHER SELECTION PROCESSES BEFORE AN AWARD IS MADE. AN OFFICIAL LETTER/AGREEMENT IS PROVIDED TO EACH AWARD RECIPIENT IDENTIFYING THE AWARD TITLE, DATES OF TENURE, STIPEND ALLOWANCES, AND REQUIRED RESPONSIBILITIES FOR HOLDING THIS POSITION. ALL RECIPIENTS EITHER WILL IDENTIFY A FINANCIAL INSTITUTION FOR RECEIPT OF THEIR MONETARY AWARD OR THEY WILL RECEIVE US TREASURY CHECKS. DEPENDING ON THE TENURE OF THE APPOINTMENT, PAYMENTS CAN RANGE FROM ONE LUMP SUM, BIWEEKLY PAYMENTS OR MONTHLY PAYMENTS. MOST FELLOWSHIP APPOINTMENTS ARE AWARDED FOR ONE TO TWO YEARS. ON OCCASION, THE SMITHSONIAN INSTITUTION HAS VISITING SCHOLARS OR FELLOWS WHO ARE CONDUCTING RESEARCH IN ANOTHER COUNTRY. PAYMENTS ARE USUALLY SUBMITTED AS STATED ABOVE, HOWEVER, ON OCCASION, THERE MAY BE ONE OR TWO WHO REQUEST THAT THEIR PAYMENTS BE SENT TO THE COUNTRY OF THEIR RESEARCH. AT THE END OF TENURE, A FINAL REPORT OF THEIR RESEARCH ACCOMPLISHMENTS IS PROVIDED FOR OUR RECORDS. SMITHSONIAN RESEARCH STAFF WHO SERVE AS ADVISORS TO THESE FELLOWS, STUDENTS AND SCHOLARS ARE USUALLY IN THE FIELD DURING THEIR TENURE. THE EIGHT SMITHSONIAN RESEARCH CENTERS LOCATED IN THE UNITED STATES AND ONE LOCATED IN PANAMA MONITOR THE PROGRESS OF THEIR FELLOWS ESPECIALLY THOSE FELLOWS IN OTHER COUNTRIES, AND THE ADMINISTRATIVE MANAGEMENT OF FUNDS IS MANAGED THROUGH THE INSTITUTION'S CENTRAL ADMINISTRATION FOR ACCOUNTABILITY. PART I, LINE 3 ACADEMIC APPOINTMENTS (STIPENDS) PER FORM 990 INSTRUCTIONS, STIPENDS ARE REPORTED ON SCHEDULE F IF THE PERSON RECEIVING THE STIPEND IS LIVING OR RESIDING OUTSIDE THE UNITED STATES AT THE TIME THE STIPEND IS PAID OR DISTRIBUTED. HOWEVER, MANY OF THESE STIPEND RECIPIENTS LATER TRAVELED TO THE SMITHSONIAN IN THE UNITED STATES TO PERFORM THEIR RESEARCH. FOREIGN TRAVELER PROGRAM SERVICES FOR TRAVEL RELATED TO RESEARCH, CONFERENCES AND TRAINING IS FOR TRAVEL BY SI EMPLOYEES, RESEARCH ASSOCIATES, OR INVITATIONAL TRAVELERS (I.E., INDIVIDUALS WHO ARE NOT SI EMPLOYEES). ONLY TRAVEL ESSENTIAL TO THE PERFORMANCE OF OFFICIAL SMITHSONIAN BUSINESS AND FOR WHICH TRAVEL-RELATED EXPENSES ARE TO BE PAID BY THE SMITHSONIAN, CAN BE APPROVED, AUTHORIZED, AND REIMBURSED. INVESTMENTS INVESTMENTS IN REGIONS INCLUDE INVESTMENTS IN FOREIGN PARTNERSHIPS AND FOREIGN CORPORATIONS. THE FOREIGN REGION IS DETERMINED BY THE COUNTRY WHOSE LAWS GOVERN THE INVESTMENT ENTITY. THE VALUE REPORTED REPRESENTS THE FAIR MARKET VALUE OF THE INVESTMENT AT THE END OF THE FISCAL YEAR. METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL RUSSIA AND NEIGHBORING STATES: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL X X X X X X X 1 AVALON CONSULTING GROUP INC 805 15TH STREET NW WASHINGTON DC 20005 DIRECT MARKETING CONSULTANT 0 0 1124031 0 COMMUNITY COUNSELLING SERVICE CO LLC 461 5TH AVENUE NEW YORK NY 10017 FUNDRAISING CONSULTANT 0 0 467500 0 YES & LIPMANHEARNE LLC 227 W MONROE STREET 21 FLOOR CHIGAGO IL 60606 MARKETING SERVICES 0 0 24500 0 MARTS & LUNDY INC 160 CHUBB AVENUE SUITE 303 LYNDHURST NJ 07071 CONSULTANT 0 0 23884 0 1639915 NY GALA 1144520 1070545 73975 693929 AAA ANNUAL BENEFIT 405122 334679 70443 138329 88189 9 996177 874956 121221 47916 18511 244123 2545819 2280180 265639 186245 18511 1026241 1230997 -965358 SCHEDULE G, PART I, LINE 2B SI ENGAGED MULTIPLE FUNDRAISING SERVICES AND MANY WORK ON THE SAME CAMPAIGNS. IT IS NOT POSSIBLE TO ACCURATELY REPORT THE EXACT AMOUNT OF REVENUE ASSOCIATED WITH EACH CONTRACTOR. NONE OF THE CONTRACTORS RETAINED HAD CONTROL OF CONTRIBUTIONS; ALL WERE PAID UNDER THE TERMS OF NEGOTIATED CONTRACTS. SI CLOSELY MONITORS FUNDRAISING PERFORMANCE AGAINST ESTABLISHED CAMPAIGN GOALS FOR ITS CONTRACTORS, AND RESULTS ARE TAKEN INTO CONSIDERATION IN FUTURE CONTRACT NEGOTIATIONS. PART I, LINE 2B(II) LINE 2B COLUMN(II) ACTIVITY 5 MARKETING/FUNDRAISING CONSULTANT SCHEDULE G, PART I SI IS A TRUST INSTRUMENTALITY OF THE U.S. AND AS SUCH IS EXEMPT FROM STATE REGULATIONS PURSUANT TO THE SUPREMACY CLAUSE OF THE U.S. CONSTITUTION. ALL STATES THAT HAVE INQUIRED ABOUT SI FUNDRAISING SOLICITATION REGISTRATION HAVE ACKNOWLEDGED THIS EXEMPTION. 1 CLARK ATLANTA UNIVERSITY INC 223 JAMES P BRAWLEY DR SW ATLANTA GA 303144358 581825259 501(C)(3) 63700 0 ACADEMIC APPT. STIPENDS JACKSON STATE UNIVERSITY 1400 J R LYNCH ST STE 206 JACKSON MS 392170002 646000507 501(C)(3) 63700 0 ACADEMIC APPT. STIPENDS FLORIDA A&M UNIVERSITY 400 FOOTE-HILYER ADMINISTRATION CENTER TALLAHASSEE FL 323073100 590977035 501(C)(3) 63700 0 ACADEMIC APPT. STIPENDS UNIVERSITY OF MARYLAND AT COLLEGE PARK 4500 CAMPUS DRIVE COLLEGE PARK MD 207420001 526002033 501(C)(3) 8545 0 ACADEMIC APPT. STIPENDS TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE ST HOUSTON TX 770044501 746001391 501(C)(3) 63700 0 ACADEMIC APPT. STIPENDS TUSKEGEE UNIVERSITY 1200 W MONTGOMERY RD TUSKEGEE INSTITUTE AL 360881923 630288878 501(C)(3) 73950 0 ACADEMIC APPT. STIPENDS HARVARD COLLEGE PRESIDENT & FACULTY PO BOX 4999 BOSTON MA 02212 042103580 501(C)(3) 109590 0 ACADEMIC APPT. STIPENDS RUTGERS UNIVERSITY 226001086 501(C)(3) 46393 0 ACADEMIC APPT. STIPENDS SALISBURY UNIVERSITY 526002033 501(C)(3) 42000 0 ACADEMIC APPT. STIPENDS UNIVERSITY OF CALIFORNIA - SAN FRANCISCO 956006145 501(C)(3) 27500 0 ACADEMIC APPT. STIPENDS APOLLO THEATRE FOUNDATION INC 253 W 125TH STREET NEW YORK NY 100274408 133630066 501(C)(3) 5100 0 ACADEMIC APPT. STIPENDS CHAMPAIGN COUNTY FOREST PRESERVE 376005433 501(C)(3) 11250 0 ACADEMIC APPT. STIPENDS THE AMISTAD RESEARCH CENTER 720689313 501(C)(3) 10250 0 ACADEMIC APPT. STIPENDS 13 RESEARCH FELLOWSHIPS AND ACADEMIC APPOINTMENTS 1219 13800101 ACADEMIC STIPENDS PART I, LINE 2: THE SMITHSONIAN PROGRAMS OF RESEARCH FELLOWSHIPS AND OTHER ACADEMIC APPOINTMENTS FOR UNDERGRADUATE, GRADUATE STUDENTS, POSTDOCTORAL AND SENIOR SCHOLARS. THE SMITHSONIAN INSTITUTION FELLOWSHIP PROGRAM IS A COMPETITIVE FELLOWSHIP PROGRAM FOR GRADUATE AND POSTDOCTORAL FELLOWS, WHO APPLY TO CONDUCT RESEARCH AT THE INSTITUTION WITH RESEARCH STAFF SERVING AS ADVISORS. THE REVIEW PROCESS IS MADE UP OF DISCIPLINARY COMMITTEES COMPRISED OF THE INSTITUTION'S RESEARCH STAFF WHO EVALUATE THE CANDIDATES AND THEN SELECT THE FELLOWS. THERE ARE OTHER COMPETITIVE AND NON-COMPETITIVE FELLOWSHIPS FOR VISITING SCHOLAR AND STUDENT APPOINTEES SELECTED THROUGH THE SMITHSONIAN UNITS THAT GO THROUGH A VARIETY OF OTHER SELECTIONS PROCESSES BEFORE AN AWARD IS MADE. AN OFFICIAL LETTER/AGREEMENT IS PROVIDED TO EACH AWARD RECIPIENT IDENTIFYING THE AWARD TITLE, DATES OF TENURE, STIPEND ALLOWANCES, AND REQUIRED RESPONSIBILITIES FOR HOLDING THIS POSITION. ALL RECIPIENTS EITHER WILL IDENTIFY A FINANCIAL INSTITUTION FOR RECEIPT OF THEIR MONETARY AWARD OR THEY WILL RECEIVE US TREASURY CHECKS. DEPENDING ON THE TENURE OF THE APPOINTMENT, PAYMENTS MAY BE MADE IN A LUMP SUM OR IN PERIODIC PAYMENTS. MOST FELLOWSHIP APPOINTMENTS ARE AWARDED FOR ONE TO TWO YEARS. AT THE END OF TENURE, A FINAL REPORT OF THEIR RESEARCH ACCOMPLISHMENTS IS PROVIDED FOR OUR RECORDS. SMITHSONIAN RESEARCH STAFF WHO SERVE AS ADVISORS TO THESE FELLOWS, STUDENTS AND SCHOLARS ARE USUALLY IN THE FIELD DURING THEIR TENURE. THE INDIVIDUAL SMITHSONIAN RESEARCH CENTERS MONITOR THE PROGRESS OF THEIR FELLOWS, AND THE FUNDS ARE MANAGED THROUGH THE INSTITUTION'S CENTRAL ADMINISTRATION TO ENSURE ACCOUNTABILITY. SIMILAR PROCESSES ARE FOLLOWED FOR AWARDS MADE TO ORGANIZATIONS WHOSE ACADEMIC STAFF PERFORM THE RELATED RESEARCH. X X X X X 0 0 0 0 0 0 0 1 0 AMY CHEN CHIEF INVESTMENT OFFICER 448943 0 693600 0 5334 0 48090 0 2050 0 1198017 0 0 0 MR LONNIE G BUNCH III SECRETARY OF THE SMITHSONIAN 876817 0 30000 0 8652 0 48090 0 26007 0 989566 0 0 0 JEFFREY SMITH INVESTMENT OFFICER 276560 0 422892 0 440 0 41874 0 41171 0 782937 0 0 0 MICHAEL GIOVENCO INVESTMENT OFFICER 263828 0 383547 0 603 0 37661 0 12787 0 698426 0 0 0 MEROE PARK DEPUTY SECRETARY & COO 586855 0 25000 0 1806 0 48090 0 1834 0 663585 0 0 0 RYAN DOTSON INVESTMENT OFFICER 241086 0 332073 0 257 0 37102 0 46194 0 656712 0 0 0 CAROL LEBLANC PRESIDENT, SMITHSONIAN ENTERPRISES 401682 0 127010 0 1769 0 48750 0 22315 0 601526 0 0 0 RONALD CORTEZ UNDER SEC FOR FIN/ADMIN & CFO 475670 0 4000 0 3107 0 48090 0 28043 0 558910 0 0 0 MELISSA CHIU DIR, HIRSHHORN MUSEUM & SCULPTUE GAR 453375 0 5000 0 1143 0 48090 0 25045 0 532653 0 0 0 ROBERT SPILLER ASSISTANT SECRETARY FOR ADVANCEMENT 432737 0 7500 0 2772 0 48090 0 40589 0 531688 0 0 0 CHASE ROBINSON DIR SACKLER GALLERY/FREER 451096 0 5000 0 0 0 48090 0 11691 0 515877 0 0 0 KEVIN GOVER UNDER SEC FOR HISTORY & CULTURE 428559 0 5000 0 5979 0 48090 0 28043 0 515671 0 0 0 ELLEN STOFAN UNDER SEC FOR SCIENCE & RESEARCH 431868 0 4000 0 3107 0 48090 0 22572 0 509637 0 0 0 RICHARD KURIN THRU 93019 FMR, SR. SCHOLAR AND AMB-AT-LARGE 353431 0 4000 0 7679 0 55710 0 17494 0 438314 0 0 0 JULISSA MARENCO ASST SEC. FOR COMM/EXT AFFAIRS & CMO 295910 0 5000 0 466 0 44134 0 27713 0 373223 0 0 0 ZULLY DORR THRU 093019 FMR, ACTING ASST SEC. FOR ADVANCEMEN 241547 0 2750 0 0 0 35086 0 24412 0 303795 0 0 0 CATHY HELM THRU 90123 FMR, INSPECTOR GENERAL 273332 0 0 0 0 0 0 0 18574 0 291906 0 0 0 PORTER WILKINSON CHIEF OF STAFF TO THE REGENTS 248486 0 5000 0 263 0 34687 0 1352 0 289788 0 0 0 DEREK ROSS DIR, OFC OF PLNG, DSGN & CONST 221105 0 5000 0 0 0 10522 0 25239 0 261866 0 0 0 FARLEIGH EARHART GENERAL COUNSEL (ACTING) 207203 0 15000 0 0 0 10553 0 15809 0 248565 0 0 0 DOUGLAS HALL THRU 93022 FMR, ACTING UNDER SEC. FOR ADMINISTR 200307 0 10000 0 0 0 8252 0 25661 0 244220 0 0 0 JOAN MOCKERIDGE INSPECTOR GENERAL (ACTING) 195308 0 10000 0 0 0 9887 0 25547 0 240742 0 0 0 CHARLES ALCOCK THRU 123120 FMR DIR, HARVARD-SMITHSONIAN CENTER 172265 0 750 0 3039 0 21275 0 808 0 198137 0 0 0 ROGER BRISSENDEN THRU 33121 FMR, ACTING UNDER SEC. FOR SCI & RSC 195182 0 0 0 0 0 0 0 0 0 195182 0 0 0 JUDITH LEONARD THRU 30123 FMR, GENERAL COUNSEL 156754 0 4000 0 1341 0 6927 0 12923 0 181945 0 0 0 ERA MARSHALL THRU 93019 FMR DIR, EQUAL EMPLOYMENT & SUPPLIER 134535 0 0 0 0 0 0 0 1759 0 136294 0 0 0 NANCY BECHTOL THRU 123022 FMR DIR, SMITHSONIAN FACIILITIES 101776 0 2500 0 95 0 972 0 976 0 106319 0 0 0 PART I, LINE 7 OFFICE OF INVESTMENTS INCENTIVE PLAN: THE INCENTIVE PLAN PAYOUT IS BASED ON PRE-DETERMINED GOALS. QUANTITATIVE GOALS COMPARE OUR PORTFOLIO PERFORMANCE TO A POLICY BENCHMARK OVER A THREE YEAR PERIOD, AND QUALITATIVE GOALS ARE ESTABLISHED ANNUALLY FOR EACH EMPLOYEE. A SET FORMULA IS USED TO CALCULATE THE FINAL PAYOUT, AND QUANTITATIVE RESULTS ARE AUDITED BEFORE REGENT APPROVAL. PART II: COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL NAME: CHARLES ALCOCK COMPENSATION FROM UNRELATED ORGANIZATION: 179,128 NAME OF UNRELATED ORGANIZATION: HARVARD UNIVERSITY A FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY 540787833 30382ECZ5 2003-12-03 77545000 NEW CONSTRUCTION 0 0 0 B DISTRICT OF COLUMBIA 536001131 2548397S6 2010-04-29 33825749 REFUNDING OF 1997 BONDS 0 0 0 A 77545000 530475 6161 77008364 2003 0 0 1 1 B 21500000 33825749 612994 33212755 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.01940 0.01940 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 SCHEDULE K, PART III, LINE 5 THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY IS BASED ON THE PERCENTAGE OF UNRELATED REVENUE IN THE GIFT SHOP WITHIN THE SPACE FINANCED BY THIS BOND ISSUE. THE PRIVATE BUSINESS USE FOR THE CURRENT YEAR WAS LESS THAN 5%. THE PRIVATE BUSINESS IS BEING MONITORED AND WILL REMAIN UNDER 5% FOR THE ENTIRE MEASUREMENT PERIOD (1998-2028). MARIA MARABLE-BUNCH WIFE OF L. BUNCH SECRETARY OF THE SMITHSONIAN INSTITUTION 207244 ANNUAL COMPENSATION 0 X 1247 MARKET VALUE X 311 150028521 MARKET VALUE X 604 MARKET VALUE X 2030 MARKET VALUE X 176776 MARKET VALUE X ARCHIVAL CUBIC FT. 1070 0 MARKET VALUE X ARCHIVAL GIGABYTES 1396 0 MARKET VALUE X ARCHIVAL ITEMS 1361 0 MARKET VALUE 66 0 1 1 PART I, LINE 32B: ITEMS ARE SOLD THROUGH COMMERCIAL GALLERIES AND AUCTIONS HOUSES. INDIVIDUALS AND FIRMS ARE HIRED ON A CONTRACTUAL BASIS TO PROCESS ACQUISITIONS. ALTHOUGH THE SMITHSONIAN ACQUIRES COLLECTION ITEMS AND OBJECTS WITH THE GOOD FAITH INTENTION OF RETAINING THEM FOR AN INDEFINITE PERIOD OF TIME, PRUDENT COLLECTIONS MANAGEMENT INCLUDES JUDICIOUS CONSIDERATION OF APPROPRIATE DEACCESSIONING AND DISPOSAL TO REFINE AND IMPROVE THE QUALITY AND RELEVANCE OF THE COLLECTIONS WITH RESPECT TO THE SMITHSONIAN'S MISSION AND PURPOSE. WHEN OBJECTS ARE DEACCESSIONED FOR DISPOSAL BY SALE, THE SMITHSONIAN CONTRACTS WITH COMMERCIAL GALLERIES OR AUCTION HOUSES TO SELL THE OBJECTS IN ORDER TO ASSURE THE BEST RETURN FROM THE SALE. PART I, LINE 33: IN ACCORDANCE WITH PROFESSIONAL PRACTICE, AS ALLOWED BY SFAS 116, THE SMITHSONIAN DOES NOT ASSIGN VALUE TO COLLECTION ITEMS ACQUIRED BY DONATION. FORM 990, PAGE 1, LINE K THE SMITHSONIAN INSTITUTION IS A TRUST INSTRUMENTALITY OF THE U.S., CREATED BY CONGRESS; ORGANIZED PURSUANT TO 20 U.S.C. SEC. 41 ET SEQ. FORM 990, PAGE 1, LINE M STATE OF LEGAL DOMICILE: AS A TRUST INSTRUMENTALITY OF THE UNITED STATES, THE SMITHSONIAN INSTITUTION IS A FEDERAL ENTITY THAT IS NOT DOMICILED IN ANY STATE. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS: IN APRIL 2024, THE NATIONAL AIR AND SPACE MUSEUM SERVED AS A MAJOR SOURCE OF INFORMATION, EDUCATIONAL ACTIVITIES AND EXPERIENCES ON THE TOTAL SOLAR ECLIPSE THAT CROSSED THE CONTIGUOUS UNITED STATES. CO-HOSTED WITH OTHER SMITHSONIAN MUSEUMS, NASA, NOAA, NSF AND THE NATIONAL RADIO ASTRONOMY OBSERVATORY, THE MUSEUM HOSTED THE "SOLAR ECLIPSE FESTIVAL ON THE NATIONAL MALL." VISITORS TO THE FESTIVAL COULD GRAB A PAIR OF SOLAR ECLIPSE GLASSES, PEER THROUGH SAFE SOLAR TELESCOPES AND PARTICIPATE AT MANY ACTIVITY STATIONS. THE SMITHSONIAN FOLKLIFE FESTIVAL WAS HELD AT THE END OF JULY 2024, OFFERING FIVE DAYS OF FREE PUBLIC PROGRAMMING ON THE NATIONAL MALL. THE THEME FOR 2024, "INDIGENOUS VOICES OF THE AMERICAS: CELEBRATING THE NATIONAL MUSEUM OF THE AMERICAN INDIAN," WAS IN PARTNERSHIP WITH THE MUSEUM, WHICH MARKED ITS 20TH ANNIVERSARY. FESTIVAL OFFERINGS FEATURED OVER 250 PARTICIPANTS FROM 60 INDIGENOUS COMMUNITIES FROM NINE NORTH AMERICAN COUNTRIES. PROGRAMS INCLUDED MUSIC AND SPORTS PERFORMANCES, TRADITIONAL CRAFT DEMONSTRATIONS, STORYTELLING, AND COOKING DEMOS. IN MARCH 2024, THE SMITHSONIAN AMERICAN WOMEN'S HISTORY MUSEUM LAUNCHED ITS FIRST DIGITAL EXHIBITION "BECOMING VISIBLE: BRINGING AMERICAN WOMEN'S HISTORY INTO FOCUS." THE INTERACTIVE ONLINE EXHIBITION INCLUDES INTRODUCTORY REMARKS BY LYNDA CARTER AND SHARES THE STORIES OF FIVE WOMEN'S LIVES, LIKE SEAMSTRESS OF THE APOLLO SPACE SUITS HAZEL FELLOWS, NARRATED BY CURATORS FROM ACROSS THE SMITHSONIAN. THE HIRSHHORN MUSEUM AND SCULPTURE GARDEN INAUGURATED ITS 50TH ANNIVERSARY YEAR WITH THE OPENING OF "REVOLUTIONS: ART FROM THE HIRSHHORN COLLECTION, 1860 - 1960." THE FULL-FLOOR SURVEY SHOWCASED 270 ARTWORKS BY 126 ARTISTS IN THE MUSEUM'S PERMANENT COLLECTION, INCLUDING EDWARD HOPPER, WILLEM DE KOONING, JOHN SINGER SARGENT AND HELEN FRANKENTHALER. IN SEPTEMBER 2024, THE HIRSHHORN ALSO OPENED "OSGEMEOS: ENDLESS STORY," THE FIRST U.S. MUSEUM SURVEY AND LARGEST U.S. EXHIBIT OF ARTWORK BY THE BRAZILIAN TWIN ARTISTS. THIS MILESTONE EXHIBIT INCLUDED THE INSTALLATION OF ALMOST 1,000 ARTWORKS, INCLUDING SITE-SPECIFIC PAINTINGS AND IMMERSIVE ARTWORKS. THAT SAME MONTH, THE "BASQUIAT X BANKSY" EXHIBIT BROUGHT TOGETHER TWO LARGE PAINTINGS BY THE MAJOR ARTISTS JEAN-MICHEL BASQUIAT AND BANKSY, ILLUMINATING HOW ARTISTS ARE CONNECTED ACROSS TIME AND GEOGRAPHY. THE NATIONAL PORTRAIT GALLERY PRESENTED "BRILLIANT EXILES: AMERICAN WOMEN IN PARIS, 1900-1939," IN APRIL 2024. THROUGH PORTRAITURE AND BIOGRAPHY, IT HIGHLIGHTED THE ACCOMPLISHMENTS OF MORE THAN 60 WOMEN WHO CROSSED THE ATLANTIC TO PURSUE PROFESSIONAL GOALS IN A VARIETY OF FIELDS. THE SMITHSONIAN ASIAN PACIFIC AMERICAN CENTER INTRODUCED ITS FIRST MUSEUM EXHIBITION IN OVER A DECADE WITH "SIGHTLINES: CHINATOWN AND BEYOND" IN SEPTEMBER 2024. HOSTED AT THE SMITHSONIAN AMERICAN ART MUSEUM, THE GALLERY CONSIDERS WASHINGTON D.C.'S CHINATOWN THROUGH A HISTORICAL AND CULTURAL PERSPECTIVE, THROUGH PHOTOGRAPHS, ARCHITECTURAL DRAWINGS, SKETCHBOOKS AND EPHEMERA. IN NOVEMBER 2023, THE COOPER HEWITT, SMITHSONIAN DESIGN MUSEUM OPENED "MAKING HOME - SMITHSONIAN DESIGN TRIENNIAL," FEATURING 25 SITE-SPECIFIC, NEWLY COMMISSIONED INSTALLATIONS. THIS IS THE SEVENTH DESIGN TRIENNIAL, AND THE THREE-FLOOR EXHIBIT EXPLORES DESIGN'S ROLE IN SHAPING EXPERIENCES OF HOME. THROUGH DIGITAL PROGRAMS AND EDUCATIONAL MATERIALS, IN-PERSON LECTURES AND CLASSROOM DISCUSSIONS, THE SMITHSONIAN'S OFFICE OF THE UNDER SECRETARY FOR EDUCATION ADVANCED THE INSTITUTION'S STRATEGIC GOAL TO ENGAGE WITH CLASSROOMS NATIONWIDE THROUGH NEW TECHNOLOGY AND AN ANNUAL EDUCATION SUMMIT. IN APRIL 2024, THE SMITHSONIAN CREATED INTERACTIVE INSTAGRAM EXPERIENCES USING 3D AUGMENTED REALITY MODELS OF CELESTIAL OBJECTS FROM THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY THAT COULD BE USED BY AUDIENCES ACROSS THE COUNTRY. SIMILARLY, THE SMITHSONIAN AMERICAN ART MUSEUM PRODUCED THE "TEMPLE OF INVENTION AUGMENTED REALITY EXPERIENCE" SO THAT VISITORS, ESPECIALLY FAMILIES AND ELEMENTARY SCHOOL-AGE CHILDREN, CAN MEET SOME OF THE FASCINATING PEOPLE WHO SPENT TIME IN THE MUSEUM'S HISTORICAL BUILDING. IN MAY 2024, THE FOURTH ANNUAL NATIONAL EDUCATION SUMMIT BROUGHT TOGETHER THOUSANDS OF TEACHERS, MUSEUM EDUCATORS, CURRICULUM SPECIALISTS, LIBRARIANS AND EDUCATION AGENCIES FROM ACROSS THE NATION FOR THREE DAYS OF FREE VIRTUAL AND IN-PERSON SESSIONS. THE THEME "TOGETHER WE THRIVE: CONNECTING AT THE INTERSECTIONS" EMPHASIZED THE POWER OF INTERDISCIPLINARY LEARNING IN ART, CULTURE, HISTORY AND SCIENCE. PODCASTS FROM THE INSTITUTION ENCOURAGED LEARNING THROUGH STORYTELLING FOR AUDIENCES OF ALL AGES AND IN ANY LOCATION. IN OCTOBER 2023, THE NATIONAL PORTRAIT GALLERY PREMIERED THE FIFTH SEASON OF ITS PORTRAITS PODCAST, IN WHICH MUSEUM DIRECTOR KIM SAJET SHARES UNUSUAL HISTORIES BEHIND SOME OF THE ARTWORKS IN THE MUSEUM. AND SEASON 11 OF THE SMITHSONIAN'S FLAGSHIP PODCAST SIDEDOOR SHARED NEW LESSONS ABOUT COLLECTION ITEMS FROM ACROSS THE INSTITUTION. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: RESEARCH AND COLLECTIONS: THE SMITHSONIAN'S COLLECTIONS OF 157.3 MILLION OBJECTS (ART, ARTIFACTS AND SCIENTIFIC SPECIMENS) ARE THE HEART OF THE INSTITUTION. RESEARCH, PUBLIC PROGRAMS AND EXHIBITIONS ARE BASED ON THESE COLLECTIONS, WHICH ADDITIONALLY INCLUDE MORE THAN 36 MILLION DIGITAL RECORDS OF ONLINE MATERIAL. CARE OF THE COLLECTIONS INVOLVES THE WORK OF REGISTRARS, CONSERVATORS, MUSEUM SPECIALISTS, DESIGNERS, CURATORS AND EDITORS. APPROXIMATELY 148 MILLION OBJECTS AND SPECIMENS ARE PART OF THE NATIONAL MUSEUM OF NATURAL HISTORY COLLECTIONS AND ARE PRIMARILY USED FOR RESEARCH BY BOTH SMITHSONIAN SCIENTISTS AND RESEARCHERS FROM AROUND THE WORLD. IN SOME CASES, THE MUSEUM HAS THE DEFINITIVE, IRREPLACEABLE COLLECTION OF A CERTAIN SPECIES WHICH IS ESSENTIAL FOR COMPARATIVE STUDIES. RESEARCHERS AT THE NATIONAL MUSEUM OF NATURAL HISTORY CONTRIBUTED NOTEWORTHY DISCOVERIES AND STUDIES ACROSS MULTIPLE FIELDS, INCLUDING ANTHROPOLOGY, MOLECULAR BIOLOGY AND PLANETARY SCIENCES. AT THE END OF OCTOBER 2023, THE MUSEUM UNVEILED THE FIRST PUBLIC SAMPLE OF THE BENNU ASTEROID IN PARTNERSHIP WITH NASA. IN DECEMBER 2023, RESEARCHERS SEQUENCED THE GENETIC CODE OF THE CULTURALLY SIGNIFICANT COAST SALISH WOOLLY DOG FROM ONE OF THE FEW REMAINING PELTS IN EXISTENCE, STORED IN THE SMITHSONIAN'S COLLECTION, WHICH LENT INSIGHTS TO THE ANCESTRY AND GENETICS OF THE NOW EXTINCT ANIMAL. IN ANOTHER COLLABORATIVE STUDY WITH MUSEUMS AND UNIVERSITIES AROUND THE WORLD, FIVE NEW SPECIES OF SOFT-FURRED HEDGEHOGS WERE IDENTIFIED, USING MUSEUM SPECIMENS. IN MARCH 2024, SCIENTISTS IDENTIFIED THE FOSSILIZED SKULL OF AN ANCIENT AMPHIBIAN ANCESTOR IN THE MUSEUM'S COLLECTION, NAMING IT KERMITOPS AFTER THE ICONIC MUPPET WHICH IS HOUSED IN THE NATIONAL MUSEUM OF AMERICAN HISTORY. SCIENTISTS AND KEEPERS AT NZCBI CONTINUED TO PLAY A LEADING ROLE IN THE SMITHSONIAN'S GLOBAL EFFORTS TO SAVE WILDLIFE SPECIES FROM EXTINCTION AND TRAIN FUTURE GENERATIONS OF CONSERVATIONISTS. IN NOVEMBER 2023, THE GIANT PANDA CONSERVATION PROGRAM OVERSAW THE SUCCESSFUL DEPARTURE AND RETURN TO CHINA OF TIAN TIAN, MEI XIANG AND XIAO QI JI. THE PANDA HABITAT ON ASIA TRAIL WAS THEN RENOVATED, AND THE ARRIVAL OF TWO MORE PANDAS WAS ANNOUNCED IN MAY 2024, MARKING A CRUCIAL CONTINUATION OF CONSERVATION RESEARCH FOR THIS VULNERABLE SPECIES. NZCBI ALSO WELCOMED THE BIRTH OF A LITTER OF BLACK-FOOTED FERRETS UNDER THE ASSOCIATION OF ZOOS AND AQUARIUMS' SAVING ANIMALS FROM EXTINCTION PROGRAM AND THE BIRTH OF TWO PYGMY SLOW LORISES, AN ENDANGERED SPECIES. A COLLABORATIVE STUDY LED BY NZCBI WITH THE NATIONAL AIR AND SPACE MUSEUM AND THE NATIONAL MUSEUM OF NATURAL HISTORY RESULTED IN A PAPER DEMONSTRATING SUCCESSFUL CRYOPRESERVATION AND OUTLINING HOW TO CREATE A LUNAR BIOREPOSITORY. ALSO IN 2024, THE NATIONAL AIR AND SPACE MUSEUM'S CENTER FOR EARTH AND PLANETARY STUDIES PUBLISHED FINDINGS ON MOONQUAKES AND THE CONTRACTION OF THE MOON'S SOUTH POLE, WHICH CAN INFORM FUTURE MOON LANDING SITES. IN NOVEMBER 2023, THE NATIONAL PORTRAIT GALLERY PREMIERED MORE THAN 20 NEWLY ACQUIRED PORTRAITS INCLUDING ENTREPRENEUR AND PHILANTHROPIST MADAME C.J. WALKER, ARTIST RUTH ASAWA, SUPREME COURT JUSTICE RUTH BADER GINSBURG AND RABBI SALLY PRIESAND. IN DECEMBER 2023, A NEWLY COMMISSIONED PORTRAIT OF OPRAH WINFREY WAS UNVEILED. THE MUSEUM ALSO DEBUTED ITS FIRST JOINT ACQUISITION WITH THE SMITHSONIAN AMERICAN ART MUSEUMTHE FILM INSTALLATION "LESSONS OF THE HOUR" BY SIR ISAAC JULIEN, WHICH EXPANDS BOTH MUSEUMS' TIME-BASED MEDIA COLLECTIONS. IN JULY 2024, THE PORTRAIT GALLERY ACQUIRED THE EARLIEST KNOWN PHOTOGRAPH OF A U.S FIRST LADYAN 1843 DAGUERREOTYPE OF DOLLEY MADISON. BEGINNING IN JANUARY 2024, THE NATIONAL MUSEUM OF AMERICAN HISTORY BEGAN COLLECTING PRESIDENTIAL CAMPAIGN MEMORABILIA TO DOCUMENT THE ELECTION CYCLE THROUGH MATERIALS THAT CAPTURED THE ATMOSPHERE OF THE PRIMARIES AND PARTY CONVENTIONS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: MEMBERSHIP: THE NATIONAL ASSOCIATE PROGRAM IS THE INSTITUTION'S LARGEST AND MOST BASIC MEMBERSHIP PROGRAM. THE PROGRAM PROVIDES MEMBERS WITH SMITHSONIAN MAGAZINE, WHICH IS PUBLISHED 11 TIMES A YEAR. THE PRINT AND ONLINE PUBLICATION PROVIDES IN-DEPTH COVERAGE OF HISTORY, SCIENCE, NATURE, ART AND WORLD CULTURES. "FRIENDS OF THE SMITHSONIAN" IS A HIGHER-LEVEL MEMBERSHIP PROGRAM FOR PEOPLE INTERESTED IN A DEEP PHILANTHROPIC CONNECTION TO THE SMITHSONIAN. FRIENDS RECEIVE SMITHSONIAN MAGAZINE, PLUS THEY ARE INVITED TO VARIOUS EVENTS AND ARE GIVEN THE OPPORTUNITY TO LEARN ABOUT AND SUPPORT THE INSTITUTION'S EXHIBITIONS AND RESEARCH. THE SMITHSONIAN ASSOCIATES IS A SELF-SUPPORTING MEMBERSHIP PROGRAM WHICH PRODUCES INFORMATIVE, ENLIGHTENING, ENTERTAINING, AND INSIGHTFUL PROGRAMS INSPIRED BY AND GOING BEYOND SMITHSONIAN RESEARCH, COLLECTIONS AND EXHIBITIONS. PROGRAMS ENGAGE AUDIENCES FROM PRE-K TO POST-RETIREMENT WHO HAVE KEEN INTEREST IN FURTHERING THEIR UNDERSTANDING OF THE ARTS AND SCIENCES, THE PAST, PRESENT, AND FUTURE OF WORLD CULTURES. THE LARGEST MUSEUM-BASED EDUCATIONAL PROGRAM IN THE WORLD, SMITHSONIAN ASSOCIATES ANNUALLY PRODUCES MORE THAN 1,000 ONLINE AND IN-PERSON SEMINARS AND LECTURES, MULTI-PART COURSES, STUDIO ARTS CLASSES, STUDY TOURS, CONCERTS AND CHILDREN'S PROGRAMS. NOTABLE GUESTS INCLUDED TELEVISION PRESENTER AL ROKER AND HIS DAUGHTER AND TRAINED CHEF COURTNEY ROKER LAGA; ACTOR AND RECIPIENT OF THE SMITHSONIAN ASSOCIATES JOHN P. MCGOVERN AWARD HENRY WINKLER; AWARD-WINNING CELEBRITY CHEF BOBBY FLAY; PBS "REVOLUTIONARY ROAD TRIP" TELEVISION HOST DARLEY NEWMAN; FORMER U.S. SUPREME COURT JUSTICE STEPHEN BREYER; AND, BEST-SELLING AUTHOR ERIK LARSON. FORM 990, PART IV, LINE 12B THE SMITHSONIAN'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE UNITED STATES GOVERNMENT'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 1A THE BYLAWS OF THE ORGANIZATION DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION. THE BOARD OF REGENTS ELECTS FROM ITS MEMBERS AN EXECUTIVE COMMITTEE CONSISTING OF THREE MEMBERS. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL POWERS OF THE BOARD OF REGENTS WHEN THE BOARD OF REGENTS IS NOT IN SESSION, EXCEPT THOSE EXPRESSLY RESERVED TO ITSELF BY THE BOARD OF REGENTS, PROVIDED THAT ALL SUCH PROCEEDINGS ARE REPORTED TO THE GOVERNANCE AND NOMINATING COMMITTEE AND THE BOARD OF REGENTS ON A REGULAR BASIS. THE CHAIR OF THE BOARD SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE. THE VICE CHAIR OF THE BOARD SERVES AS A MEMBER OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO FEDERAL STATUTE, THE BOARD OF REGENTS CONSISTS OF THE VICE PRESIDENT OF THE UNITED STATES, THE CHIEF JUSTICE OF THE UNITED STATES, THREE MEMBERS OF THE U.S. SENATE, THREE MEMBERS OF THE U.S. HOUSE OF REPRESENTATIVES, AND NINE ADDITIONAL CITIZEN REGENTS. THE THREE SENATORS ARE APPOINTED BY THE PRESIDENT PRO TEMPORE OF THE U.S. SENATE, AND THE THREE MEMBERS OF THE HOUSE OF REPRESENTATIVES ARE APPOINTED BY THE SPEAKER OF THE HOUSE OF REPRESENTATIVES. THEIR APPOINTMENT TERMS COINCIDE WITH THE TERMS FOR WHICH THEY ARE ELECTED, AND THEY MAY BE REAPPOINTED IF RE-ELECTED. THE CITIZEN REGENTS ARE NOMINATED BY THE BOARD OF REGENTS, AND APPOINTED BY A JOINT RESOLUTION OF CONGRESS WHICH IS SIGNED BY THE PRESIDENT OF THE UNITED STATES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE OFFICE OF GENERAL COUNSEL, THE OFFICE OF THE UNDER SECRETARY FOR FINANCE AND ADMINISTRATION, AND BY AN INDEPENDENT OUTSIDE COUNSEL FIRM. AFTER THIS REVIEW PROCESS, THE 990 IS REVIEWED AND AFFIRMED BY THE AUDIT AND REVIEW COMMITTEE OF THE BOARD OF REGENTS. THE 990 IS THEN MADE AVAILABLE TO THE FULL BOARD OF REGENTS FOR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, KEY EMPLOYEES, AND CERTAIN OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND FILE ANNUALLY A CONFIDENTIAL FINANCIAL DISCLOSURE REPORT. THESE REPORTS - WHICH REQUIRE DISCLOSURE OF CERTAIN ASSETS, EARNED INCOME, LIABILITIES, OUTSIDE POSITIONS, OUTSIDE CONTRACTS AND AGREEMENTS, GIFTS, HOSPITALITY, REIMBURSEMENTS, AND OTHER INTERESTS RELATED TO THE EMPLOYEE'S SMITHSONIAN POSITION - ARE REVIEWED BY THE INSTITUTION'S OFFICE OF GENERAL COUNSEL FOR COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST POLICIES AND LAWS. IN ADDITION TO THIS REQUIRED REPORTING, ALL KEY EMPLOYEES ARE REQUIRED TO COMPLY WITH THE INSTITUTION'S STANDARDS OF CONDUCT, WHICH, AMONG OTHER THINGS, REQUIRES THAT EMPLOYEES NOT ENGAGE IN PRIVATE OR PERSONAL ACTIVITIES THAT MIGHT CONFLICT OR APPEAR TO CONFLICT WITH SMITHSONIAN INTERESTS, REQUIRES THAT EMPLOYEES OBTAIN OFFICE OF GENERAL COUNSEL APPROVAL BEFORE ENGAGING IN AN OUTSIDE ACTIVITY FOR COMPENSATION, AND REQUIRES EMPLOYEES TO CONSULT WITH THE OFFICE OF GENERAL COUNSEL WHENEVER A DOUBT EXISTS AS TO WHETHER AN ACTIVITY OR PLANNED ACTIVITY VIOLATES THE STANDARDS. ALL MEMBERS OF THE SMITHSONIAN'S GOVERNING BODY ARE REQUIRED TO COMPLETE AND FILE ANNUALLY THE BOARD OF REGENTS ANNUAL DISCLOSURE STATEMENT. THESE STATEMENTS - WHICH REQUIRE REPORTING BY MEMBERS (INCLUDING ANY REPORTABLE INTERESTS HELD BY IMMEDIATE FAMILY MEMBERS) ON OUTSIDE POSITIONS AND SUBSTANTIAL SHAREHOLDING IN FOR-PROFIT BUSINESS ENTITIES, OUTSIDE POSITIONS IN NON-PROFIT ENTITIES, AND INTERESTS AND AFFILIATIONS OF THE MEMBER THAT HAVE OR SOUGHT TO HAVE A RELATIONSHIP TO THE SMITHSONIAN - ARE REVIEWED BY THE INSTITUTION'S GENERAL COUNSEL FOR COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST POLICIES AND LAWS. IN ADDITION TO THIS REQUIRED REPORTING, ALL MEMBERS OF THE SMITHSONIAN'S GOVERNING BODY ARE REQUIRED TO COMPLY WITH THE BOARD OF REGENTS ETHICS GUIDELINES, WHICH, AMONG OTHER THINGS, DEFINE CONFLICTS OF INTEREST AND ESTABLISH PROCEDURES FOR DISCLOSING AND REPORTING OF CONFLICTS AND RECUSAL FROM DECISION-MAKING. FORM 990, PART VI, SECTION B, LINE 15 THE SMITHSONIAN ENSURES THAT COMPENSATION PAID TO OFFICERS AND OTHER KEY EMPLOYEES IS REASONABLE AND COMPARABLE TO SIMILAR ORGANIZATIONS. EMPLOYEES OF THE SMITHSONIAN MAY BE PAID WITH FEDERALLY APPROPRIATED FUNDS OR WITH NONFEDERAL ("TRUST") FUNDS. MOST TRUST FUNDED (NONFEDERAL) OFFICER AND KEY EMPLOYEE POSITIONS ARE SUBJECT TO MARKET-BASED COMPENSATION, AND THE BOARD OF REGENTS' COMMITTEE ON COMPENSATION AND HUMAN RESOURCES ENGAGES AN INDEPENDENT CONSULTANT TO DEVELOP AND ASSEMBLE COMPARABILITY DATA FOR ITS CONSIDERATION AND TO INFORM ITS DECISIONS. THE COMMITTEE'S ANNUAL DELIBERATIONS AND DECISIONS ARE DOCUMENTED AS PART OF THE FINAL RECOMMENDATION MATERIALS SUBMITTED TO THE BOARD OF REGENTS. SALARIES FOR FEDERAL EMPLOYEES ARE DETERMINED BY STATUTORILY ESTABLISHED PAY RANGES FOR CIVIL SERVICE EMPLOYEES. AS A MATTER OF POLICY, THE SMITHSONIAN HAS ESTABLISHED SIMILAR RANGES FOR CERTAIN TRUST FUNDED OFFICER AND KEY EMPLOYEE POSITIONS AND MAINTAINS THOSE RANGES IN PROPORTION TO THE APPROPRIATE FEDERAL PAY RANGES. FORM 990, PART VI, SECTION C, LINE 19 THE SMITHSONIAN MAKES ITS GOVERNING DOCUMENTS, STATEMENT OF VALUES AND CODE OF ETHICS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS PUBLIC WEBSITE (WWW.SI.EDU). DOCUMENTS MAY ALSO BE VIEWED AT THE OFFICE OF FINANCE AND ACCOUNTING OR MAILED. FORM 990, PART IX, LINE 11G ADVSRY & ASSISTNC SRVCS PSC: PROGRAM SERVICE EXPENSES 168,114. MANAGEMENT AND GENERAL EXPENSES 64,481. FUNDRAISING EXPENSES 431. TOTAL EXPENSES 233,026. ADVISORY AND ASST SVCS NON PSC: PROGRAM SERVICE EXPENSES 2,191,692. MANAGEMENT AND GENERAL EXPENSES 629,118. FUNDRAISING EXPENSES 301,230. TOTAL EXPENSES 3,122,040. CENTRAL ENGINEERING SERVICES: PROGRAM SERVICE EXPENSES 13,792,837. MANAGEMENT AND GENERAL EXPENSES 1,201. FUNDRAISING EXPENSES 4,402. TOTAL EXPENSES 13,798,440. TECH/ADMIN SVCS - 1099 VENDORS: PROGRAM SERVICE EXPENSES -49,226. MANAGEMENT AND GENERAL EXPENSES 6,850. FUNDRAISING EXPENSES -267. TOTAL EXPENSES -42,643. NON-BENEFIT POOL TUITION: PROGRAM SERVICE EXPENSES 47,573. MANAGEMENT AND GENERAL EXPENSES 476. FUNDRAISING EXPENSES 6,717. TOTAL EXPENSES 54,766. SAO MACHINE SHOP SERVICES: PROGRAM SERVICE EXPENSES 145,685. MANAGEMENT AND GENERAL EXPENSES 86. FUNDRAISING EXPENSES 2,410. TOTAL EXPENSES 148,181. INSTITUTIONAL MEMBERSHIP & FEES: PROGRAM SERVICE EXPENSES 1,009,222. MANAGEMENT AND GENERAL EXPENSES 236,368. FUNDRAISING EXPENSES 57,814. TOTAL EXPENSES 1,303,404. SUPPORT EXTERNAL ORGANIZATIONS: PROGRAM SERVICE EXPENSES 235,067. MANAGEMENT AND GENERAL EXPENSES 17,754. FUNDRAISING EXPENSES 29,590. TOTAL EXPENSES 282,411. TEMP EMPLOYMENT SVCS: PROGRAM SERVICE EXPENSES 4,718,072. MANAGEMENT AND GENERAL EXPENSES 2,708,184. FUNDRAISING EXPENSES 439,618. TOTAL EXPENSES 7,865,874. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 84,768,494. MANAGEMENT AND GENERAL EXPENSES 12,990,504. FUNDRAISING EXPENSES 13,860,594. TOTAL EXPENSES 111,619,592. AUDIO VISUAL SERVICES: PROGRAM SERVICE EXPENSES 3,723,067. MANAGEMENT AND GENERAL EXPENSES -448,063. FUNDRAISING EXPENSES 744,970. TOTAL EXPENSES 4,019,974. LECTURES HONORARIA: PROGRAM SERVICE EXPENSES 2,555,685. MANAGEMENT AND GENERAL EXPENSES 36,302. FUNDRAISING EXPENSES 53,235. TOTAL EXPENSES 2,645,222. EXHIBIT SERVICES: PROGRAM SERVICE EXPENSES 10,265,489. MANAGEMENT AND GENERAL EXPENSES 20,045. FUNDRAISING EXPENSES 100,745. TOTAL EXPENSES 10,386,279. OTHER PURCH G&S GOVT: PROGRAM SERVICE EXPENSES 411,025. MANAGEMENT AND GENERAL EXPENSES -203,390. FUNDRAISING EXPENSES 1,528. TOTAL EXPENSES 209,163. IAT IN-HOUSE CONSULTANT: PROGRAM SERVICE EXPENSES 106,332. MANAGEMENT AND GENERAL EXPENSES -59,260. FUNDRAISING EXPENSES -28. TOTAL EXPENSES 47,044. SAO CENTRAL ENG. SERV-ACCR: PROGRAM SERVICE EXPENSES -346,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -10. TOTAL EXPENSES -346,684. SAO MACHINE SHOP SERV-ACCR: PROGRAM SERVICE EXPENSES -5,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -5,741. REIMB GOVERNMENT AGENCIES: PROGRAM SERVICE EXPENSES -11,540. MANAGEMENT AND GENERAL EXPENSES -2,787. FUNDRAISING EXPENSES -30. TOTAL EXPENSES -14,357. OPERATION & MAINT FACILITIES: PROGRAM SERVICE EXPENSES 30,441,308. MANAGEMENT AND GENERAL EXPENSES 22,648,237. FUNDRAISING EXPENSES 70,687. TOTAL EXPENSES 53,160,232. WASTE REMOVAL: PROGRAM SERVICE EXPENSES 254,406. MANAGEMENT AND GENERAL EXPENSES 53,237. FUNDRAISING EXPENSES 590. TOTAL EXPENSES 308,233. GUARD SERVICES: PROGRAM SERVICE EXPENSES 30,655,353. MANAGEMENT AND GENERAL EXPENSES 7,084,078. FUNDRAISING EXPENSES 618,487. TOTAL EXPENSES 38,357,918. CUSTODIAL SERVICES: PROGRAM SERVICE EXPENSES 3,967,087. MANAGEMENT AND GENERAL EXPENSES 890,941. FUNDRAISING EXPENSES 356,536. TOTAL EXPENSES 5,214,564. MEDICAL CARE: PROGRAM SERVICE EXPENSES 244,575. MANAGEMENT AND GENERAL EXPENSES 16,773. FUNDRAISING EXPENSES 64. TOTAL EXPENSES 261,412. EQUIP. NON IT MAINT & REPAIR: PROGRAM SERVICE EXPENSES 8,597,447. MANAGEMENT AND GENERAL EXPENSES 1,539,703. FUNDRAISING EXPENSES 20,553. TOTAL EXPENSES 10,157,703. CATERING: PROGRAM SERVICE EXPENSES 6,514,444. MANAGEMENT AND GENERAL EXPENSES 463,622. FUNDRAISING EXPENSES 3,133,757. TOTAL EXPENSES 10,111,823. COST OF SHARING EXPENSE: PROGRAM SERVICE EXPENSES 4,103,859. MANAGEMENT AND GENERAL EXPENSES 13. FUNDRAISING EXPENSES 469,016. TOTAL EXPENSES 4,572,888. COST SHARING CENTRAL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 20,052. STAFF/BUSINESS EXPENSE: PROGRAM SERVICE EXPENSES 423,078. MANAGEMENT AND GENERAL EXPENSES 4,844. FUNDRAISING EXPENSES 122,139. TOTAL EXPENSES 550,061. PEST CONTROL SERVICES: PROGRAM SERVICE EXPENSES 259,700. MANAGEMENT AND GENERAL EXPENSES 6,315. FUNDRAISING EXPENSES 152. TOTAL EXPENSES 266,167. SUBSTNC & SUPPORT PERSONS: PROGRAM SERVICE EXPENSES 1,629,669. MANAGEMENT AND GENERAL EXPENSES 32,709. FUNDRAISING EXPENSES -15,030. TOTAL EXPENSES 1,647,348. FORM 990, PART XI, LINE 9: SALES OF COLLECTIONS 194,368. FORM 990, PART XII, LINE 2B THE SMITHSONIAN INSTITUTION IS SEPARATELY AUDITED. THE SMITHSONIAN INSTITUTION'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE UNITED STATES GOVERNMENT'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS. CLAY FELLOWSHIPS CHARITABLE TRUST 10 MEMORIAL BOULEVARD PROVIDENCE RI 02903 043560268 SUPPORT OF SMITHSONIAN ASTROPHYSICAL OBSERVATORY MA 501(C)(3) 12 TYPE III-O N/A 0 BLACKBIRD 1846 ENERGY FUND LP 10000 MEMORIAL DRIVE SUITE 550 HOUSTON TX 77024 473887280 INVESTMENT DE BLACKBIRD 1846 ENERGY FUND GP LP EXCLUDED 48058 0 0 1.00000 CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST AZ N/A T 1 CHARITABLE REMAINDER TRUSTS (2) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST CO N/A T 1 CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST CT N/A T 1 CHARITABLE REMAINDER TRUSTS (2) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST DC N/A T 1 CHARITABLE REMAINDER TRUSTS (2) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST IL N/A T 1 CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST MI N/A T 1 CHARITABLE REMAINDER TRUSTS (3) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST NJ N/A T 1 CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST NY N/A T 1 CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST PA N/A T 1 CHARITABLE REMAINDER TRUSTS (5) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST VA N/A T 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 BLACKBIRD 1846 ENERGY S 864380 FMV