2024-07-31T09:43:50-05:00 2023-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-01-01 046113130 JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INCORPORATED JOHN 6175141668 CO DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 DORIS DRUMMOND CHIEF FINANCIAL OFFICER 6175141668 2024-07-29 1 1 CRAIG KLEIN P00734640 6177610600 2024-07-29 2023 2024-08-08 14:25:15Z RACHEL FLOR C/O DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 15024941 0 X WWW.JFKLIBRARY.ORG X 1963 MA SEE SCHEDULE O. 34 34 36 224 0 0 7152400 7262818 98530 83418 -567664 1642583 114024 171633 6797290 9160452 64905 69100 0 0 3922288 4164529 309569 594342 1998126 5551444 4169068 9848206 8997039 -3050916 163413 53033033 58209329 2348383 790419 50684650 57418910 X SEE SCHEDULE O. 0 0 1770262 41440 40438 EDUCATION/AWARDS/MUSEUM SUPPORT/HEMINGWAY(SEE MORE DETAIL IN SCHEDULE O)THROUGHOUT 2023, THE JFK LIBRARY REACHED DIVERSE AUDIENCES THROUGH VIRTUAL PROGRAMMING, DIGITAL OFFERINGS, AND PRINT RESOURCES AND ENHANCED ONSITE PROGRAMMING OFFERINGS FOR SCHOOL AUDIENCES, FAMILIES, AND ADULTS. THESE PROGRAMS HAVE FURTHERED AN UNDERSTANDING OF PRESIDENT AND MRS. KENNEDY'S LEGACY FOR ALL AGES; ENHANCED CIVIC EDUCATION FOR YOUNG PEOPLE; SHOWCASED DISCUSSIONS WITH LEADERS IN THE ARTS, CULTURE, POLITICS, HISTORY, AND PUBLIC AFFAIRS; AND PROVIDED NEW TIMELY AND STIMULATING EDUCATION RESOURCES FOR CLASSROOM AND HOME USE.ENGAGING YOUNG AUDIENCES IN 2023, THE LIBRARY HOSTED EIGHT PROGRAMS IN THE MONTHLY "CELEBRATE!" PERFORMING ARTS SERIES, A TRADITION AT THE LIBRARY FOR MORE THAN 20 YEARS. THESE MULTICULTURAL PROGRAMS FOR FAMILIES FEATURED THE BENKADI DRUM AND DANCE GROUP; TALES FROM AFRICAN TRADITIONS BY STORYTELLER VALERIE TUTSON; CELTIC BELLS' MUSIC AND STORYTELLING; THE VERONICA ROBLES' ALL-WOMEN MARIACHI BAND; NATARAJA, FEATURING BEAUTIFUL COSTUMES AND TRADITIONAL DANCE STYLES FROM INDIA; OKRA DANCE, WHICH CELEBRATED THE PROFOUND INFLUENCE OF AFRICAN DANCE, MUSIC, AND RHYTHM ON AMERICAN CULTURE; THE WAMPANOAG NATION SINGERS AND DANCERS; AND NORTH WINDS, WHICH BROUGHT THE CLASSIC TALE AND MUSICAL COMPOSITION OF "PETER AND THE WOLF" TO LIFE. THE PROGRAMS WERE ENJOYED BY 1,454 IN-PERSON ATTENDEES AND 930 LIVE-STREAM VIEWS. ON FEBRUARY 20, 2023, THE LIBRARY PRESENTED ITS 12TH ANNUAL PRESIDENTS' DAY FAMILY FESTIVAL, WHICH WAS ATTENDED BY 790 VISITORS. ACTORS PORTRAYING PAST PRESIDENTS, CREATIVE AT-HOME ACTIVITIES, MUSICAL PERFORMANCES, AND MORE BROUGHT HISTORY TO LIFE FOR ALL AGES. THE STAGE PERFORMANCES WERE ALSO BROADCAST ONLINE, ATTRACTING MORE THAN 700 LIVE AND 6,500 ON DEMAND VIEWS. "I KNEW IT WOULD BE A BRILLIANT DISPLAY OF DEMOCRACY AND LOVE OF COUNTRY," ONE PARTICIPANT WROTE.FOSTERING TEACHER AND STUDENT ENGAGEMENT - ON NOVEMBER 8, 2023, THE LIBRARY HELD ITS ANNUAL CHILDREN'S LITERATURE CONFERENCE ENTITLED "FROM HEAD AND HEART: CARING FOR THE ENVIRONMENT THROUGH SCIENCE, STORIES, AND ACTION." PARTICIPANTS IN THIS DAYLONG CONFERENCE INCLUDED 83 TEACHERS AND SCHOOL LIBRARIANS. AN ADDITIONAL 400+ EDUCATORS PARTICIPATED IN SCHOOL VISITS AND PROGRAMS THROUGHOUT THE YEAR, AND 365,750 ACCESSED THE TEACHER PAGES ON OUR WEBSITE. THE LIBRARY CONTINUED TO PROVIDE AND EXPAND ITS OUTREACH TO SCHOOL COMMUNITIES ACROSS THE STATE AND NATION THROUGH THE MONTHLY E-NEWSLETTER "TEACHING AND LEARNING TUESDAYS." EIGHT E-NEWSLETTERS IN 2023 REACHED AN AVERAGE OF 150,000 UNIQUE EMAIL ADDRESSES, WITH AN OPEN RATE THAT EXCEEDS INDUSTRY STANDARDS. THE LIBRARY ALSO PRODUCED TWO EDITIONS OF ITS PRINTED NEWSLETTER, "NEW FRONTIERS," WHICH WAS MAILED TO NEARLY 11,000 TEACHERS. VISITS TO THE EDUCATION PAGES ON THE LIBRARY'S WEBSITE TOPPED 1,050,000.OFFERING UNPARALLELED HISTORY AND CIVIC EDUCATION ACTIVITIES IN 2023, NEARLY 10,000 STUDENTS TOOK PART IN SCHOOL VISITS TO THE LIBRARY, INCLUDING MORE THAN 1,500 STUDENTS AND 46 TEACHERS FROM UNDERSERVED SCHOOL DISTRICTS IN AND AROUND BOSTON. EACH GUIDED VISIT INCLUDED A DEVELOPMENTALLY APPROPRIATE, ENGAGING, AND INTERACTIVE TWO-HOUR PROGRAM RELATED TO U.S. HISTORY, GOVERNMENT, AND CIVICS, WITH FREE BUS TRANSPORTATION PROVIDED FOR SCHOOLS IN UNDER-RESOURCED DISTRICTS. THE LIBRARY PRESENTED A VIRTUAL WORKSHOP AS PART OF MASSACHUSETTS CIVICS LEARNING WEEK, ATTRACTING MORE THAN TEN CLASSES WITH APPROXIMATELY 190 STUDENTS. OTHER PROGRAMS INCLUDED THE STUDENT LEADERSHIP CONFERENCE, WHICH BROUGHT TOGETHER 77 HIGH SCHOOL STUDENTS AND 16 PROGRAM LEADERS FROM EDUCATIONAL ENRICHMENT PROGRAMS ACROSS NEW ENGLAND, AND THE 2023 JOHN F. KENNEDY MAKE A DIFFERENCE AWARD PROGRAM, HONORING 28 MIDDLE SCHOOL STUDENTS FROM ACROSS MASSACHUSETTS FOR THE IMPACT THEY HAVE HAD ON THEIR COMMUNITY THROUGH CREATIVE SERVICE WORK. THE LIBRARY'S DOCENT PROGRAM CONTINUED TO ENHANCE VISITORS' EXPERIENCES IN THE MUSEUM GALLERIES, SERVING ADULT LEARNING COMMUNITIES VIRTUALLY AND PROVIDING ONSITE TOURS FOR WALK-IN AUDIENCES OF ALL AGES. PRODUCING FREE PUBLIC AFFAIRS DISCUSSIONS THE JFK LIBRARY PRESENTED 15 FORUMS IN 2023 ON ISSUES OF IMPORTANCE TO OUR COMMUNITY, NATION, AND WORLD. FORUMS WERE OFFERED IN A COMBINATION OF IN-PERSON AND VIRTUAL FORMATS. IN TOTAL, MORE THAN 108,572 USERS VIEWED 2023 FORUMS CONTENT IN PERSON (1,757 ATTENDEES) AND ONLINE VIA THE FOUNDATION'S YOUTUBE AND FACEBOOK ACCOUNTS. TIMELY PROGRAMS FEATURED TOPICS INCLUDING: "DEMOCRACY AWAKENING" WITH HISTORIAN HEATHER COX RICHARDSON; "LOOKING AHEAD TO THE 2024 ELECTIONS" WITH CBS NEWS CORRESPONDENT ROBERT COSTA; AND "STRENGTHENING CIVIC INFRASTRUCTURE AND COMBATING HATE: THE ROLE OF THE ARTS, CULTURE, AND FAITH" FEATURING SECOND GENTLEMAN DOUG EMHOFF AND A PANEL OF ESTEEMED COMMUNITY REPRESENTATIVES. A NEW "LATE NIGHT AT THE LIBRARY" SERIES FEATURED A TRIVIA CONTEST FOCUSING ON PRESIDENTIAL HISTORY, THE BEANTOWN SWING ORCHESTRA, AND A CONVERSATION WITH HISTORIAN MATTHEW DELMONT AND BOSTON GLOBE COLUMNIST RENEE GRAHAM. THE 2023 PROFILE IN COURAGE AWARD WAS PRESENTED BY AMBASSADOR CAROLINE KENNEDY AND HER SON JACK SCHLOSSBERG TO THE FIVE "SISTER SENATORS" FROM SOUTH CAROLINA KATRINA SHEALY, MARGIE BRIGHT MATTHEWS, MIA MCLEOD, SANDY SENN, AND PENRY GUSTAFSON WHO FORMED A BIPARTISAN COALITION TO FILIBUSTER A NEAR-TOTAL ABORTION BAN IN THEIR STATE, DESPITE PERSONAL ATTACKS ON THEIR INTEGRITY AND RISKS TO THEIR SAFETY. A SPECIAL INTERNATIONAL PROFILE IN COURAGE AWARD HONORED SOUTH KOREAN PRESIDENT YOON SUK YEOL AND JAPANESE PRIME MINISTER FUMIO KISHIDA FOR WORKING TO IMPROVE RELATIONS BETWEEN THEIR COUNTRIES DESPITE DEEP DOMESTIC OPPOSITION STEMMING FROM LONG-STANDING HISTORICAL ISSUES. THE HONOREES WERE CELEBRATED AT THE PROFILE IN COURAGE AWARD GALA ON OCTOBER 29TH. THE 2023 NEW FRONTIER AWARDS WERE PRESENTED IN NOVEMBER TO TWO OUTSTANDING YOUNG LEADERS FOR CHANGING THEIR COMMUNITIES AND THE COUNTRY WITH THEIR COMMITMENT TO PUBLIC SERVICE: ALEC KARAKATSANIS AND CONGRESSMAN JOE NEGUSE. KARAKATSANIS IS A FORMER PUBLIC DEFENDER WHO HAS DEDICATED HIS LIFE TO ADVANCING PRETRIAL JUSTICE ACROSS THE NATION, AND REP. NEGUSE WAS RECOGNIZED AS THE LAWMAKER WITH THE MOST BILLS ENACTED IN THE 117TH CONGRESS, DEMONSTRATING HIS ABILITY TO WORK ACROSS THE AISLE TO DELIVER FOR HIS CONSTITUENTS.THE ANNUAL PROFILE IN COURAGE ESSAY CONTEST RECEIVED SUBMISSIONS FROM 2,199 HIGH SCHOOL STUDENTS FROM ALL FIFTY STATES, WASHINGTON, DC, AND FROM US CITIZENS IN CANADA, INDIA, JAPAN, KENYA, MEXICO, SOUTH KOREA, SUDAN, TAIWAN, UGANDA, UNITED ARAB EMIRATES. FROM SEPTEMBER 1, 2022 TO JANUARY 31, 2023, THE PROFILE IN COURAGE ESSAY CONTEST LANDING PAGE WAS THE THIRD MOST VISITED PAGE ON THE JFK LIBRARY'S WEBSITE WITH 94,135 PAGE VIEWS. IN TOTAL, OVER 2 MILLION STUDENTS, EDUCATORS, GUIDANCE COUNSELORS, ADMINISTRATORS, YOUTH LIBRARIANS, AND PARENTS WERE REACHED THROUGH MARKETING AND OUTREACH. BEGUN IN FY2022, AN EVALUATION OF PERMANENT EXHIBITS ASSESSED THE MUSEUM'S 30-YEAR-OLD EXHIBITS, CURRENT AUDIENCE RESPONSES, ASSUMPTIONS OF THOSE WHO HAVE NOT VISITED, AND LEVELS OF INTEREST AND PERCEPTIONS ABOUT THE MUSEUM AMONG SPECIFIC GROUPS. THE PURPOSE OF THE STUDY WAS TO GAUGE THE EXTENT TO WHICH THE CONTENT OF THE PERMANENT MUSEUM EXHIBITS IS STILL RELEVANT, ADDRESSES VISITORS' NEEDS AND EXPECTATIONS, ATTRACTS A DIVERSE AUDIENCE, AND ENCOURAGES INCLUSIVITY. DEVELOPMENT OF THE "HEMINGWAY AT THE JFK" WEBSITE CONTINUED IN 2023 AND WENT LIVE IN THE FALL, ALLOWING VISITORS FROM ACROSS THE GLOBE TO EXPLORE HEMINGWAY'S LIFE, WORKS, AND LEGACY. THE SITE, WWW.JFKLIBRARY.ORG/HEMINGWAY, 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 APRIL 2, 2023, THE JFK LIBRARY AND FOUNDATION HOSTED A CELEBRATION HONORING THE 2023 PEN/HEMINGWAY HONOREES AND JUDGES AS PART OF THE KENNEDY LIBRARY FORUMS. AUTHOR OSCAR HOKEAH WON THE 2023 PEN/HEMINGWAY AWARD FOR DEBUT NOVEL FOR HIS WORK, CALLING FOR A BLANKET DANCE. MORE THAN 2,200 USERS HAVE VIEWED THE CELEBRATION ON THE FOUNDATION'S YOUTUBE CHANNEL SINCE IT AIRED, WITH VIEWERS TUNING IN FROM ACROSS THE UNITED STATES, CANADA, PHILIPPINES, SWEDEN, AND MORE. 1518295 27660 17250 ARCHIVES, DIGITAL ARCHIVES(SEE MORE DETAIL IN SCHEDULE O)THE MIGRATION OF THE MASSIVE DIGITAL ARCHIVES COLLECTION TO A NEW DIGITAL ASSET MANAGEMENT SYSTEM WAS COMPLETED IN OCTOBER 2023. THE JFK LIBRARY LAUNCHED IT DIGITAL ARCHIVES PROGRAM IN 2011, BUT IN RECENT YEARS ITS TECHNOLOGY REACHED THE END OF ITS LIFE, REQUIRING STAFF AND CONSULTANTS TO UNDERTAKE THE EXTRAORDINARILY TIME-CONSUMING AND COMPLICATED WORK OF MIGRATING ALL ITS DIGITAL FILES TO A NEW DIGITAL ASSET MANAGEMENT SYSTEM. THE FIVE-YEAR ENDEAVOR MARKED A CRITICAL MILESTONE FOR THE LIBRARY, LEADING THE WAY TO A STATE OF THE ART SYSTEM ALLOWING ACCESS TO THE COLLECTIONS HELD AT THE LIBRARY. SINCE THE LAUNCH OF THE DIGITAL ARCHIVES, THE JFK LIBRARY HAS DIGITIZED MORE THAN 1,749,000 DOCUMENTS, PHOTOGRAPHS, AND AUDIOVISUAL MATERIALS. THESE MATERIALS FORM THE BASIS FOR OUR SOCIAL MEDIA POSTS, ON-SITE AND ONLINE EDUCATIONAL LESSON PLANS, MICROSITES, AND MORE. IN 2023 PAGES ON THE DIGITAL ARCHIVES RECEIVED 1,033,834 VIEWSMORE THAN 16% HIGHER THAN THE NUMBER OF VIEWS TO DIGITAL ARCHIVES PAGES IN 2022. TOTAL USERS OF THE LIBRARY'S WEBSITE, WWW.JFKLIBARY.ORG, ALSO INCREASED IN 2023, REACHING 5,887,726NEARLY 18% HIGHER THAN THE TOTAL NUMBER OF USERS IN 2022. THE SAVE AMERICA'S TREASURES GRANT EXTENDED INTO A FOURTH YEAR, COMPLETING THE DIGITIZATION OF THE KENNEDY FAMILY COLLECTION SCRAPBOOKS AND ALBUMS, A 52-VOLUME COLLECTION CHRONICLING THREE GENERATIONS OF PRESIDENT KENNEDY'S FAMILY. THE SCOPE OF THE PROJECT WAS EXTENDED IN 2023 TO INCLUDE APPROXIMATELY 4,100 LOOSE PHOTOGRAPHIC PRINTS WITHIN THE KENNEDY FAMILY COLLECTION. ALL 52 SCRAPBOOKS AND ALBUMS FROM THIS HISTORIC COLLECTION HAVE BEEN CONSERVED, IMAGED, AND PUBLISHED TO THE WEBSITE. THE C. DOUGLAS DILLON PAPERS DOCUMENT DILLON'S WORK FOR THE STATE DEPARTMENT UNDER THE EISENHOWER ADMINISTRATION AND THE TREASURY DEPARTMENT UNDER THE KENNEDY AND JOHNSON ADMINISTRATIONS. IN 2023, DIGITIZATION STAFF COMPLETED SCANNING AND METADATA FILES FOR ALL 69 BOXES IN THE COLLECTION AND CONTINUED TO UPLOAD ALL COMPLETED METADATA FILES TO CORTEX. 1488260 COMMUNICATIONS(SEE MORE DETAIL IN SCHEDULE O)IN 2023 THE COMMUNICATIONS PROGRAM SUPPORTED THE COMMEMORATION OF SEVERAL IMPORTANT 60TH YEAR ANNIVERSARIES RELATED TO PRESIDENT KENNEDY'S LEGACY, INCLUDING HIS SPEECHES ON CIVIL RIGHTS, WORLD PEACE, AND DEMOCRACY, FOR CONTINUED HIGH PROFILE OPPORTUNITIES TO CONNECT PRESIDENT KENNEDY'S IDEALS TO CONTEMPORARY ISSUES.MARKING 60TH ANNIVERSARY OF CIVIL RIGHTS SPEECH ON JUNE 9, THE JFK LIBRARY FOUNDATION HOSTED A CIVIL RIGHTS PROGRAM WITH A KEYNOTE ADDRESS BY FORMER U.S. ATTORNEY GENERAL ERIC HOLDER. A PANEL FOLLOWED WITH MASSACHUSETTS ATTORNEY GENERAL ANDREA JOY CAMPBELL AND RAHSAAN HALL, PRESIDENT AND CEO OF THE URBAN LEAGUE OF EASTERN MASSACHUSETTS, MODERATED BY KIMBERLY ATKINS STOHR OF THE BOSTON GLOBE.IN LATE JUNE, THE JOHN F. KENNEDY LIBRARY FOUNDATION MARKED THE 60TH ANNIVERSARY OF PRESIDENT KENNEDY'S TRIP TO IRELAND AND BERLIN BY BRINGING A 40-PERSON DELEGATION OF BOARD AND BOARD OF ADVISOR MEMBERS, NEW FRONTIER NETWORK MEMBERS, AND SUPPORTERS TO DUBLIN FOR A DYNAMIC SERIES OF EVENTS. MASSACHUSETTS GOVERNOR MAURA HEALEY, U.S. AMBASSADOR TO IRELAND CLAIRE CRONIN, US AMBASSADOR TO GERMANY AMY GUTMANN, ACTRESS ASHLEY JUDD, ARTIST SHEPARD FAIREY, AND IRISH ENTREPRENEUR PATRICK COLLISON, CO-FOUNDER AND CEO OF STRIPE, WERE AMONG THE MANY IMPRESSIVE PARTICIPANTS IN OUR EVENTS IN IRELAND AND BERLIN.ADDITIONAL HIGH-PROFILE EVENTS AND SPEAKERS CONNECTED PRESIDENT KENNEDY'S LEGACY TO IMPORTANT CONTEMPORARY ISSUES INCLUDED THE IRISH TNAISTE MICHEL MARTIN CAME TO THE LIBRARY TO DISCUSS US-IRELAND RELATIONS. ALSO, SECOND GENTLEMAN DOUGLAS EMHOFF PROVIDED OPENING REMARKS AND ACTRESS SOPHIA BUSH MODERATED OUR FORUM STRENGTHENING CIVIC INFRASTRUCTURE AND COMBATING HATE: THE ROLE OF ARTS, CULTURE, AND FAITH.THE FOUNDATION ALSO PRODUCED A SPECIAL PODCAST SERIES, "LET US BEGIN," WITH AN EMPHASIS ON THE SIGNIFICANCE OF PRESIDENT KENNEDY'S TRIPS TO IRELAND AND BERLIN, THE NATIONALLY BROADCAST SPEECH ON CIVIL RIGHTS, PEACE AND THE NUCLEAR TEST BAN TREATY, AND THE LEGACY OF PRESIDENT KENNEDY'S ADMINISTRATION AFTER NOVEMBER 22.IN REGARDS TO SOCIAL MEDIA OUTREACH, THE FOUNDATION TRIPLED THE NUMBER OF FOLLOWERS ON TIK TOK IN ONE YEAR AND CONTINUED TO GROW THE LIBRARY'S SOCIAL MEDIA PRESENCE. THE FOUNDATION HAS A LARGE DIGITAL "FOOTPRINT," GENERATING MORE THAN 34 MILLION IMPRESSIONS IN 2023.THE FOUNDATION SUPPORTED THE MARKETING AND OUTREACH FOR THE LIBRARY'S SPECIAL EXHIBIT, SERVICE AND SACRIFICE: WWIIA SHARED EXPERIENCE. THE CAMPAIGN INCLUDED A STRATEGIC MEDIA BUY PLAN WITH A MIX OF DIGITAL, PRINT, AND LOCAL TELEVISION ADS. JOHN F. KENNEDY DESCRIBED HIS NAVAL EXPERIENCE IN WORLD WAR II AS A LIFE-DEFINING EVENT FOR HIMSELF HIS GENERATION. THOUGH THOUGHT OF TODAY AS THE LAST "GOOD WAR" IN WHICH A UNITED CITIZENRY WHOLEHEARTEDLY ACCEPTED THE NEED TO DEFEAT THE AXIS POWERS, THE INDIVIDUAL STORIES OF THOSE WHO SERVED SHOW THAT THEIR MOTIVATIONS WERE OFTEN MORE COMPLEX AND THEIR EXPERIENCES DIFFERED ACCORDING TO RACE, ETHNICITY AND GENDER. THIS SPECIAL EXHIBIT, WHICH OPENED JULY 3, 2023, INCLUDES OVER 200 PHOTOGRAPHS, POSTERS, AND FACSIMILES OF HISTORIC DOCUMENTS, EIGHT AV STATIONS, AND FOUR INTERACTIVE STATIONS HIGHLIGHTING THE EXPERIENCES OF AFRICAN AMERICANS, JAPANESE AMERICANS, WOMEN, NATIVE AMERICANS, AND MEXICAN AMERICANS IN WORLD WAR II. 970310 25730 SUPPORTEARTHSHOT LEGACY PARTNERSTHE FOUNDATION SUCCESSFULLY EXTENDED ITS PROGRAMMATIC PARTNERSHIP WITH PRINCE WILLIAM'S EARTHSHOT PRIZE AFTER SERVING AS THE HOST PARTNER FOR THE "EARTHSHOT PRIZEBOSTON 2022" AWARDS CEREMONY. THIS ARRANGEMENT ALLOWS THE JFK LIBRARY FOUNDATION TO CONTINUE TO GROW IN STATURE AS A CONVENER AROUND THE CRITICAL ISSUES RELATING TO BUILDING A SUSTAINABLE WORLD. FUNDS RAISED THROUGH THIS INITIATIVE ARE ALLOWING THE FOUNDATION TO WORK WITH THE EARTHSHOT PRIZE TO DEVELOP A BOSTON-BASED CLIMATE AWARD PROGRAM WITH GRANTS GIVEN FOR THE MOST INNOVATIVE SOLUTIONS. THIS INITIATIVE WILL HELP CREATE DYNAMIC PUBLIC PROGRAMS AROUND THE IDEALS OF PRESIDENT KENNEDY'S MOONSHOT SPEECH. 970310 25730 5747127 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 75 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 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 STEPHEN E CANTER DIRECTOR (UNTIL 4/26/23) 1.00 X 0 0 0 CHRISTOPHER J CASSIDY DIRECTOR 1.00 X 0 0 0 RANNY F COOPER DIRECTOR (UNTIL 4/26/23) 1.00 X 0 0 0 TUSHARA DILANIE DIRECTOR 1.00 X 0 0 0 RICHARD K DONAHUE JR DIRECTOR (UNTIL 4/26/23) 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 EDWARD J HOFF DIRECTOR (UNTIL 6/28/23) 1.00 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 KAREN LYNCH DIRECTOR 1.00 X 0 0 0 CONAN O'BRIEN DIRECTOR (UNTIL 4/26/23) 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 2.00 X 0 0 0 PHYLLIS N SEGAL DIRECTOR (UNTIL 4/26/23) 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 MICHAEL STEED 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 2.00 X 0 0 0 RONALD L SARGENT CHAIR 3.00 X X 0 0 0 LAURIE A LESHIN VICE CHAIR (UNTIL 4/26/23) 2.00 X X 0 0 0 JAMES F KELLEHER VICE CHAIR, 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 349098 0 73700 DORIS R DRUMMOND CHIEF FINANCIAL OFFICER 40.00 X 292337 0 67756 MAURA HAMMER VP OF DEVELOPMENT 40.00 X 265923 0 54182 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIRS 40.00 X 199673 0 30223 SARINA SADANA DIR. OF DEVELOPMENT EVENTS & OPS. 40.00 X 121854 0 23856 ELIZABETH MURPHY FORUM PRODUCER 40.00 X 109671 0 22822 RICHARD KING DIR. OF MARKETING & PARTNERSHIPS 40.00 X 117999 0 53168 HILARY JUSTICE HEMINGWAY SCHOLAR IN RESIDENCE 40.00 X 101333 0 34176 1557888 0 359883 8 0 1 0 CHROMATIC LLC 2144 W RICE ST 3E CHICAGO IL 60622 SOFTWARE DEVELOPMENT 621490 ONWARD CONSULTING 1451 GLENMORE AVE BATON ROUGE LA 70808 FUNDRAISING CONSULTANTS 355000 PRECISION STRATEGIES 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 MARKETING CONSULTANTS 306470 GOURMET CATERERS 3867 WASHINGTON ST BOSTON MA 02131 CATERING SERVICE 263679 THE AVALON CONSULTING GROUP 805 15TH ST NW SUITE 700 WASHINGTON DC 20005 FUNDRAISING CONSULTANTS 166868 11 1778117 1177632 4307069 1094657 7262818 WORKSHOP/CONFERENCE 900099 40438 40438 FUNCTION REVENUE 512000 25730 25730 FILM FOOTAGE LICENSING 900002 17250 17250 83418 1090968 1090968 171633 171633 6182708 5631093 551615 551615 551615 233396 1778117 233396 0 9160452 83418 0 1814216 X 62540 62540 6560 6560 1219002 411154 400422 407426 2055114 1246041 283213 525860 132223 80595 14178 37450 532988 298017 91758 143213 225202 118994 40739 65469 72920 72920 24110 110 24000 594342 594342 100000 100000 1177087 1121282 43180 12625 526430 526130 300 107925 39940 35983 32002 747047 631384 45703 69960 189576 171693 9656 8227 23098 23098 548210 469646 24506 54058 9075 9075 49338 25550 9691 14097 EARTHSHOT PRIZE CO-OP 500000 500000 94252 5428 79427 9397 8997039 5747127 1251786 1998126 743940 1218073 2483324 2073827 306157 58703 452642 364760 1007519 1007519 9075 0 36115880 39741238 10845518 12567288 2076497 2185440 53033033 58209329 2344494 789561 3889 858 2348383 790419 X 39567982 43981168 11116668 13437742 50684650 57418910 53033033 58209329 163413 6570847 0 X 0 1 X 1 0 X 5463365 4269852 5455954 7152400 7262818 29604389 5463365 4269852 5455954 7152400 7262818 29604389 2567209 27037180 1619093 1817910 3180594 1088865 1262601 8969063 38573452 294785 0.70090 0.66540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 24110 0 0 24110 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 17509470 2845201 659455 19695216 22146444 -3757595 879379 17509470 20171179 2081016 105751 22146444 17785678 2516972 2000 129471 20171179 15352925 2608078 2900 172425 17785678 0.48000 0.14000 0.38000 1 0 581465 581465 0 426054 426054 0 0 ALTERNATIVE INVESTMENTS 12567288 F 12567288 DUE TO LIBRARY 858 858 X 18044270 6570847 2179575 233396 8983818 9060452 100000 100000 9160452 11310010 2179575 233396 2412971 8897039 100000 100000 8997039 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 233,396. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 233,396. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2433823 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS RESEARCH 1560 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS RESEARCH 5000 0 0 0 0 0 0 2440383 0 2440383 RESEARCH GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 1 1560 CHECK RESEARCH GRANT CENTRAL AMERICA AND THE CARIBBEAN 1 5000 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. 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 263679 0 PENTERA 8650 COMMERCE PARK PLACE SUITE G INDIANAPOLIS IN 46268 PLANNED GIVING MAIL 0 0 16913 0 ONWARD CONSULTING 1451 GLENMORE AVE BATON ROUGE LA 70808 DEVELOPMENT & FUNDRAISING 0 0 313750 0 594342 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 2011513 1778117 233396 98654 79756 2400 52586 2011513 1778117 233396 98654 79756 2400 52586 233396 0 1 FELLOWSHIP GRANTS 6 9940 PICA ESSAY AWARDS 18 19500 STIPENDS FOR ARCHIVAL ASSISTANCE 3 26100 HEMINGWAY GRANTS 3 7000 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. X X X X X 0 0 0 0 0 0 0 1 0 RACHEL FLOR EXECUTIVE DIRECTOR 328744 0 20000 0 354 0 26964 0 46736 0 422798 0 0 0 DORIS R DRUMMOND CHIEF FINANCIAL OFFICER 275000 0 15000 0 2337 0 22400 0 45356 0 360093 0 0 0 MAURA HAMMER VP OF DEVELOPMENT 249400 0 15000 0 1523 0 20400 0 33782 0 320105 0 0 0 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIR 183150 0 15000 0 1523 0 14800 0 15423 0 229896 0 0 0 RICHARD KING DIR. OF MARKETING & PARTNERSHIPS 115058 0 1500 0 1441 0 9268 0 43900 0 171167 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 4 1094657 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. FORM 990, PART IX, LINE 11G IT, WEBSITE AND DIGITIZATION SYSTEM DEVELOPMENT, MUSEUM DESIGN, AND PROGRAM: PROGRAM SERVICE EXPENSES 1,121,282. MANAGEMENT AND GENERAL EXPENSES 43,180. FUNDRAISING EXPENSES 12,625. TOTAL EXPENSES 1,177,087. 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.