2026-08-11T12:03:00+00:00 2025-09-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2024-10-01 530206027 SMITHSONIAN INSTITUTION SMIT 2026331000 600 MARYLAND AVENUE SW WASHINGTON DC 20024 RONALD CORTEZ UNDER SECRETARY FOR FIN/ADMIN & CFO 2026-08-11 true true AMANDA COON P01754645 7032868000 2026-08-11 2024 2025-03-06 01:10:19Z LONNIE G BUNCH III 600 MARYLAND AVENUE SW WASHINGTON DC 20024 2516430871 false X WWW.SI.EDU X 1846 "INCREASE AND DIFFUSION OF KNOWLEDGE" IS THE MISSION SET FORTH BY JAMES SMITHSON. 17 17 7334 100729 20727744 2707605 1635380759 1533389564 109329317 111804663 133422298 184606105 77487579 81342574 1955619953 1911142906 18009379 20125960 0 818104328 874644642 1698922 2552758 93516043 841305688 803725402 1679118317 1701048762 276501636 210094144 7566256722 7890524121 1432391712 1381194156 6133865010 6509329965 *INCREASE AND DIFFUSION OF KNOWLEDGE* IS THE MISSION SET FORTH BY JAMES SMITHSON. 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-177127991 84916966 2865944 2323083546 1937774508 50779878 626775984 79750157 3047189 2532533024 0.4 0.27 0.33 false false 32818456 32818456 5813527388 2940470510 2873056878 126229864 106327508 19902356 335456404 290558905 44897499 329334408 154738300 174596108 3145271297 CLOSELY-HELD EQUITY INTERESTS FINANCIAL DERIVATIVES SECURITIES-ENDOWMENT CONSOLIDATED 2801384102 F SECURITIES-SHORT-TERM 272301607 F SECURITIES-GIFT ANNUITY PROGRAM 24388286 F SECURITIES-MID TERM 163023060 F SECURITIES-ENDOWMENT US TREAS 949219 F SECURITIES-ACCRUED ENDOWMENT 62051560 F ACCRUED INTEREST-CONSOLIDATED 1163511 F 3325261345 FEDERAL INCOME TAXES ACCRUED LIABILITIES 794410 BOND INTEREST PAYABLE 732025 ESTIMATED ENVIRONMENTAL REMEDIATION OBLIGATION 70027127 71553562 X 2173420760 165370813 8238825 57026210 230635848 1942784912 -305508 -31336498 -31642006 1911142906 1797955803 8238825 0 8238825 1789716978 -305508 -88362708 -88668216 1701048762 SCHEDULE D, 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. SCHEDULE D, PART II, LINE 9 CONSERVATION EASEMENTS FINANCIAL REPORTING THE SMITHSONIAN INSTITUTION'S CONSERVATION EASEMENT DOES NOT APPEAR IN THE INSTITUTION'S AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PART III, LINE 1A COLLECTIONS OF ART - FINANCIAL STATEMENT FOOTNOTE 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. SCHEDULE D, PART III, LINE 4 COLLECTIONS OF ART - DESCRIPTION OF COLLECTIONS 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 THE VITALITY AND SIGNIFICANCE OF THE SMITHSONIAN. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS THE ENDOWMENT INCLUDES APPROXIMATELY 800 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. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE 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 2022 AND FORWARD. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 IMPUTED REVENUE - 57026210 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES COGS - -29945695 DIRECT FUNDRAISING EXPENSES - -1390803 SCHEDULE D, PART XII, LINE 4(B) OTHER EXPENSES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS IMPUTED REVENUE - -57026210 COGS - -29945695 FUNDRAISING EXPENSES - -1390803 true CENTRAL AMERICA AND THE CARIBBEAN 0 0 ACADEMIC APPOINTMENT 1572179 EAST ASIA AND THE PACIFIC 0 0 ACADEMIC APPOINTMENT 495603 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 ACADEMIC APPOINTMENT 1290148 MIDDLE EAST AND NORTH AFRICA 0 0 ACADEMIC APPOINTMENT 15700 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 ACADEMIC APPOINTMENT 403762 RUSSIA AND NEIGHBORING STATES 0 0 ACADEMIC APPOINTMENT 46937 SOUTH AMERICA 0 0 ACADEMIC APPOINTMENT 1153936 SOUTH ASIA 0 0 ACADEMIC APPOINTMENT 153841 SUB-SAHARAN AFRICA 0 0 ACADEMIC APPOINTMENT 37500 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 1246161 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 1949397 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 2368169 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 357682 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 419364 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 480878 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 63373 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 63803 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR RESEARCH AND EDUCATION 796840 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1147859786 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 186393569 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 INVESTMENTS 3788816 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 43917662 0 0 0 0 0 0 12054630 1382820476 1394875106 EUROPE (INCLUDING ICELAND AND GREENLAND) ACADEMIC APPOINTMENT STIPENDS 259477 WIRE TRANSFER - DIRECT DEPOSIT 1 0 ACADEMIC APPOINTMENT STIPENDS NORTH AMERICA (CANADA & MEXICO ONLY) 23 403762 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS SUB-SAHARAN AFRICA 4 37500 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS SOUTH ASIA 9 153841 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS EAST ASIA AND THE PACIFIC 31 495603 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS RUSSIA AND NEIGHBORING STATES 3 46937 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS EUROPE (INCLUDING ICELAND AND GREENLAND) 66 1030671 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS CENTRAL AMERICA AND THE CARIBBEAN 160 1572179 DIRECT DEPOSIT AND CHECKS 0 ACADEMIC APPOINTMENT STIPENDS SOUTH AMERICA 78 1153936 DIRECT DEPOSIT AND CHECKS 0 true true true true true true SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS 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 TREASURY CHECKS. DEPENDING ON THE TENURE OF THE APPOINTMENT, PAYMENTS CAN RANGE FROM ONE LUMP SUM, WEEKLY, BIWEEKLY 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 FOR LESS THAN THREE MONTHS. 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 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. SCHEDULE F, PART V 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 true AVALON CONSULTING GROUP INC 805 15TH STREET NW WASHINGTON DC 20005 MARKETING SERVICES false 1619675 -1619675 COMMUNITY COUNSELLING SERVICE CO LLC 461 5TH AVENUE NEW YORK NY 10017 FUNDRAISING CONSULTANT false 462003 -462003 THE COMPASS GROUP INC 2100 CRYSTAL DRIVE SUITE 675 ARLINGTON VA 22202 FUNDRAISING CONSULTANT false 338502 -338502 MARTS & LUNDY INC 160 CHUBB AVENUE SUITE 303 LYNDHURST NJ 07071 CONSULTANT false 73069 -73069 YES & LIPMANHEARNE LLC 227 W MONROE STREET 21 FLOOR CHIGAGO IL 60606 MARKETING SERVICES false 35500 -35500 HURON CONSULTING SERVICES LLC 550 W VAN BUREN STREET 17TH FLOOR CHIGAGO IL 60607 FUNDRAISING CONSULTANT false 9381 -9381 0 2538130 -2538130 NY GALA 2503644 2403819 99825 25940 132688 AAA ANNUAL BENEFIT 423514 356154 67360 315958 111226 12 1402773 1135938 266835 8816 325657 2060 468458 4329931 3895911 434020 8816 667555 2060 712372 1390803 -956783 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. 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. true BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 501 (C ) (3) 11975 ACADEMIC APPT. STIPENDS CLARK ATLANTA UNIV 223 JAMES P BRAWLEY ATLANTA GA 30314 581825259 501 (C ) (3) 63700 ACADEMIC APPT. STIPENDS CHICAGO HISTORIC SOCIETY 1601 N CLARK STREET CHICAGO IL 606146038 362167004 501 (C ) (3) 5100 ACADEMIC APPT. STIPENDS JACKSON STATE UNIV 1400 J R LYNCH ST JACKSON MS 392170002 646000507 501 (C ) (3) 63700 ACADEMIC APPT. STIPENDS FLORIDA A&M UNIVERSITY 400 FOOTE-HILYER TALLAHASSEE FL 323073100 590977035 501 (C ) (3) 63700 ACADEMIC APPT. STIPENDS FLORIDA STATE UNIVERSITY 874 TRADITIONS WAY TALLAHASSEE FL 32306 591961248 501 (C ) (3) 100000 ACADEMIC APPT. STIPENDS FISK UNIVERSITY 1000 17TH AVENUE NORTH NASHVILLE TN 37208 620202000 501 (C ) (3) 20500 ACADEMIC APPT. STIPENDS TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE ST HOUSTON TX 770044501 746001391 501 (C ) (3) 63700 ACADEMIC APPT. STIPENDS TUSKEGEE UNIVERSITY 1200 W MONTGOMERY RD TUSKEGEE INSTITUTE AL 36083 630288878 501 (C ) (3) 86200 ACADEMIC APPT. STIPENDS HARVARD COLLEGE PO BOX 4999 BOSTON MA 02212 042103580 501 (C ) (3) 99117 ACADEMIC APPT. STIPENDS MONTANA STATE UNIVERSITY PO BOX 172440 BOZEMAN MT 59717 816010045 501 (C ) (3) 30863 ACADEMIC APPT. STIPENDS 11 0 RESEARCH & ACADEMIC APPOINTMENTS 1194 14345407 0 ACADEMIC STIPENDS SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS 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 X false false false false false true false true false FARLEIGH EARHART THRU 31024 GENERAL COUNSEL (ACTING) 216410 0 25000 0 0 0 11001 0 17625 0 270036 0 0 0 JOAN MOCKERIDGE THRU 51924 INSPECTOR GENERAL (ACTING) 204190 0 10000 0 0 0 10686 0 27602 0 252478 0 0 0 LONNIE G BUNCH III SECRETARY OF THE SMITHSONIAN 916614 0 35000 0 8652 0 50220 0 27569 0 1038055 0 0 0 MEROE PARK DEPUTY SECRETARY & COO 613243 0 25000 0 1806 0 50220 0 1782 0 692051 0 0 0 RONALD CORTEZ UNDER SEC FOR FIN/ADMIN/CFO 452462 0 75000 0 5835 0 50220 0 29856 0 613373 0 0 0 JENNIFER MCINTYRE CHIEF LEGAL OFFICER 325748 0 100000 0 743 0 47286 0 37031 0 510808 0 0 0 PORTER WILKINSON COUNSELOR/CHIEF OF STAFF TO THE REGENTS 249254 0 7500 0 278 0 33986 0 1327 0 292345 0 0 0 NICOLE ANGARELLA INSPECTOR GENERAL 261054 0 0 0 230 0 17416 0 1051 0 279751 0 0 0 CHARLES ALCOCK DIR, SMITHSONIAN ASTROPHYS OBSV (FMR) 177304 0 750 0 3177 0 21712 0 857 0 203800 0 0 0 AMY CHEN CHIEF INVESTMENT OFFICER 469130 0 264447 0 5334 0 50220 0 2020 0 791151 0 0 0 CAROL LEBLANC PRESIDENT, SMITHSONIAN ENTERPRISES 410592 0 186461 0 11648 0 0 0 23989 0 632690 0 0 0 ROBERT SPILLER ASSISTANT SECRETARY FOR ADVANCEMENT 451391 0 8000 0 2772 0 50220 0 43713 0 556096 0 0 0 KEVIN GOVER UNDER SEC FOR MUSEUMS & CULTURE 447569 0 5000 0 6285 0 50220 0 29856 0 538930 0 0 0 ELLEN STOFAN UNDER SEC FOR SCIENCE & RESEARCH 451034 0 4000 0 3266 0 50220 0 25599 0 534119 0 0 0 JULISSA MARENCO ASST SEC FOR COMMS & EXT AFF/CHIEF MKT OFC 309872 0 7500 0 493 0 46372 0 29563 0 393800 0 0 0 DEREK ROSS DIR, OFC OF PLNG, DSGN & CONSTRUCTION 235056 0 5000 0 0 0 11001 0 25249 0 276306 0 0 0 MELISSA CHIU DIR, HIRSHHORN MUSEUM & SCULPTURE GAR 473528 0 4000 0 1201 0 50220 0 26705 0 555654 0 0 0 STEPHANIE STEBICH SR ADV TO THE UNDER SEC MUSEUMS/CULTURE 486873 0 5000 0 1319 0 40710 0 11948 0 545850 0 0 0 CHASE ROBINSON DIR, NATIONAL MUSEUM OF ASIAN ART 468415 0 5000 0 2772 0 50220 0 14117 0 540524 0 0 0 JEFFREY SMITH MANAGING DIR, OFFICE OF INVESTMENTS 291931 0 157074 0 712 0 43697 0 40774 0 534188 0 0 0 RAYMOND MOORE SR VICE PRESIDENT, RETAIL GROUP 320676 0 88628 0 13207 0 29325 0 14993 0 466829 0 0 0 SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL FIRST-CLASS TRAVEL FOR BONA-FIDE BUSINESS PURPOSES WAS AUTHORIZED FOR INDIVIDUALS ON PART VII, SECTION A, LINE 1A WHEN THE CIRCUMSTANCES OF THEIR TRAVEL MET THE REQUIREMENTS OF THE SMITHSONIAN'S POLICY FOR SUCH TRAVEL. ANY USE OF NON-COACH CLASS TRAVEL MUST BE APPROVED BY THE TRAVELER'S APPROVING OFFICIAL FOR TRAVEL. THE SMITHSONIAN'S TRAVEL POLICY IS GUIDED BY THE FEDERAL TRAVEL REGULATIONS AS SUPPLEMENTED BY THE SMITHSONIAN'S TRAVEL HANDBOOK. THE ACCOUNTABLE PLAN FOR TRAVEL REIMBURSEMENTS MAINTAINED BY THE SMITHSONIAN MEETS IRS REQUIREMENTS, THEREFORE NO PORTION OF THIS TRAVEL WAS TREATED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 6A COMPENSATION CONTINGENT ON NET EARNINGS OF THE ORGANIZATION THE SMITHSONIAN ENTERPRISES (SE) ANNUAL INCENTIVE PLAN IS BASED ON THE ACHIEVEMENT OF PRE-DETERMINED GOALS FOR THREE COMPONENTS: SE CONSOLIDATED NET EARNINGS, NET EARNINGS FOR INDIVIDUAL LINES OF BUSINESS, AND INDIVIDUAL QUALITATIVE/OPERATIONAL GOALS. THESE GOALS ARE ESTABLISHED ON AN ANNUAL BASIS: GOALS RELATED TO NET EARNINGS ARE ESTABLISHED AS PART OF THE ANNUAL BUDGETING PROCESS, AND THE INDIVIDUAL QUALITATIVE/OPERATIONAL GOALS ARE ESTABLISHED ANNUALLY FOR EACH EMPLOYEE. A SET FORMULA IS USED TO CALCULATE THE FINAL PAYOUT, AND QUANTITATIVE RESULTS ARE AUDITED PRIOR TO REGENT APPROVAL. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS OFFICE OF INVESTMENTS INCENTIVE PLAN: THE INCENTIVE PLAN PAYOUT IS BASED ON A POLICY BENCHMARK OVER A THREE YEAR PERIOD, AND QUALITATIVE GOALS ARE THE FINAL PAYOUT, AND QUANTITATIVE RESULTS ARE AUDITED BEFORE REGENT PRE-DETERMINED GOALS. QUANTITATIVE GOALS COMPARE OUR PORTFOLIO PERFORMANCE ESTABLISHED ANNUALLY FOR EACH EMPLOYEE. A SET FORMULA IS USED TO CALCULATE APPROVAL. SCHEDULE J, PART II NAME: CHARLES ALCOCK COMPENSATION FROM UNRELATED ORGANIZATION: 190,190 NAME OF UNRELATED ORGANIZATION: HARVARD UNIVERSITY A FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY 540787833 30382ECZ5 2003-12-03 77545000 NEW CONSTRUCTION false false false B DISTRICT OF COLUMBIA 536001131 2548397S6 2010-04-29 33825749 REFUNDING OF 1997 BONDS false false false A 77545000 530475 6161 77008364 2003 false false true true B 23580000 33825749 612994 33212755 2010 true false true true A false false false false false false 0 0 0.0 false false 0 false true B false false true true false false 0 0.0194 0.0194 false false 0 false true A false false true false true false 0 false false false 0 false false true B false false true false true false 0 false false false 0 false false true A true B true 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 SPOUSE OF L. BUNCH 181546 ANNUAL COMPENSATION false 914 NONE 3 NONE 273 67415596 MARKET VALUE 378 NONE 3271 NONE 35270 NONE X ARCHIVAL CUBIC FT 1824 MARKET VALUE X ARCHIVAL GIGABYTES 508 MARKET VALUE X ARCHIVAL ITEMS 77 MARKET VALUE 48 false true true SCHEDULE M, PART I, LINE 32B THIRD PARTIES USED TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS ITEMS ARE SOLD THROUGH COMMERCIAL GALLERIES AND AUCTION 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. SCHEDULE M, PART I, LINE 33 NONCASH CONTRIBUTION AMOUNTS NOT REPORTED IN ACCORDANCE WITH PROFESSIONAL PRACTICE, AS ALLOWED BY SFAS 116, THE SMITHSONIAN DOES NOT ASSIGN VALUE TO COLLECTION ITEMS ACQUIRED BY DONATION. SCHEDULE M, PART I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS ART - WORKS OF ART - NUMBER OF CONTRIBUTIONS FORM 990, PART III, LINE 4B EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS: EDUCATIONAL PROGRAMS CONDUCTED BY THE SMITHSONIAN CREATE IMPACT ON BOTH THE LOCAL AND NATIONAL SCALES. FROM OCT. 1, 2024, TO SEPT. 30, 2025, THE SMITHSONIAN INSTITUTION OFFERED A VARIETY OF EDUCATIONAL PROGRAMS, PUBLIC EVENTS AND NEW EXHIBITIONS. THE SMITHSONIAN SCIENCE EDUCATION CENTER (SSEC) ANNOUNCED THAT AN INDEPENDENT STUDY FOUND SMITHSONIAN CURRICULUM IMPROVES SCIENCE, READING AND MATH IN ELEMENTARY CLASSROOMS. SPECIFICALLY, IN A RANDOMIZED TRIAL, SSEC CURRICULUM RESULTED IN STATISTICALLY SIGNIFICANT GAINS IN SCIENCE SCORES ON THE SAT10 AND IMPROVED READING AND MATH SCORES ON STATE ASSESSMENTS. THE HIRSHHORN MUSEUM AND SCULPTURE GARDEN OPENED A FIRST-OF-ITS-KIND ART-MAKING STUDIO, OFFERING FREE ALL-AGES EXPERIENTIAL CURRICULUM. THE NATIONAL POSTAL MUSEUM HOSTED THE 22ND MAYNARD SUNDMAN LECTURE IN WHICH SCHOLAR DAVID BALL DISCUSSED THE INTERSECTION OF SPACE AND POSTAL HISTORY-ASTROPHILATELY. THE OFFICE OF THE UNDER SECRETARY OF EDUCATION (OUSE) HOSTED ITS FIFTH ANNUAL NATIONAL EDUCATION SUMMIT, A FREE, THREE-DAY PROGRAM WITH OVER 40 SESSIONS IN ART, CULTURE, HISTORY, AND SCIENCE. OUSE ALSO STARTED A GROUNDBREAKING PARTNERSHIP WITH PRIME VIDEO, NFL INSPIRE CHANGE AND THE BOYS AND GIRLS' CLUBS OF AMERICA IN A PROGRAM CALLED TNF FOR GOOD, BRINGING ONE MILLION BOOKS AND LITERARY RESOURCES TO STUDENTS ACROSS THE COUNTRY. PUBLIC PROGRAMS WERE HELD TO COMMEMORATE MAJOR ANNIVERSARIES, HOLIDAYS, AND SIGNATURE EVENTS. IN OCTOBER 2024, THE NATIONAL MUSEUM OF ASIAN ART HELD "ASIA AFTER DARK," AN AFTER-HOURS EVENT WITH MUSIC, DANCE PERFORMANCES AND DISCUSSIONS, MARKING THE DIWALI HOLIDAY. THE MUSEUM ALSO HOSTED THE NOWRUZ FAMILY FESTIVAL IN FEBRUARY 2025. IN SEPTEMBER 2025, THE NATIONAL MUSEUM OF AMERICAN HISTORY HELD A DAYTIME FESTIVAL WITH TOURS, PANEL DISCUSSIONS AND AUTO WORKSHOPS IN CONJUNCTION WITH THE OPENING OF ITS EXHIBITION "COROZON Y VIDA: LOWRIDING CULTURE." THE CENTER FOR FOLKLIFE AND CULTURAL HERITAGE HOSTED TWO MAJOR PROGRAMS: THE MOTHER TONGUE FILM FESTIVAL-WHICH CELEBRATED ITS TENTH ANNIVERSARY WITH AN EXPANDED RANGE OF FILMS-AND THE ANNUAL FOLKLIFE FESTIVAL. HOSTED ON THE NATIONAL MALL, THE FOLKLIFE FESTIVAL "YOUTH AND THE FUTURE OF CULTURE" EXPLORED THE MANY WAYS YOUNG PEOPLE ARE SHAPING CULTURE WITH SIX DAYS OF FREE PROGRAMMING. THE ANACOSTIA COMMUNITY MUSEUM CONTINUED ITS DECADES-LONG TRADITION OF KWANZAA PROGRAMMING, OFFERING NEWLY DIGITIZED ARCHIVAL IMAGES TO CONNECT TODAY'S VISITORS WITH THOSE IN THE PAST, AND HOSTED "A NIGHT AT THE MUSEUM," WITH AFTER-HOURS GALLERY TOURS, LIVE MUSIC AND REFRESHMENTS IN HONOR OF THE MUSEUM'S 58TH ANNIVERSARY. THE NATIONAL AIR AND SPACE MUSEUM'S PUBLIC PROGRAMS MARKED MAJOR MILESTONES FOR THE MUSEUM AND NATION'S HISTORY. IN MAY 2025, ITS ANNUAL INNOVATIONS IN FLIGHT PROGRAM COMMEMORATED THE 80TH ANNIVERSARY OF WWII, AND THE SALLY'S NIGHT EVENT SHONE A LIGHT ON WOMEN IN STEM WITH AFTER-HOURS TRIVIA, GUIDED PLANETARIUM SHOWS AND STARGAZING. ADDITIONALLY, THE MUSEUM MADE MAJOR PUBLIC OPENINGS AND ANNOUNCEMENTS. IN JULY 2025, THE NATIONAL MALL LOCATION OF THE MUSEUM OPENED FIVE NEW GALLERIES, THE LOCKHEED MARTIN IMAX THEATER AND THE REDESIGNED ENTRANCE ON JEFFERSON DRIVE. IN SEPT. 2025, THE MUSEUM ALSO SHARED PLANS FOR AN EXPANSION TO THE STEVEN F. UDVAR-HAZY CENTER, INCREASING ITS SIZE BY 20%. MULTIPLE MUSEUMS OPENED MAJOR EXHIBITIONS THROUGHOUT THE YEAR. IN NOVEMBER 2025, THE COOPER HEWITT, SMITHSONIAN DESIGN MUSEUM, OPENED ITS DESIGN TRIENNIAL "MAKING HOME, IN JUNE 2025, THE MUSEUM PRESENTED "MADE IN AMERICA: THE INDUSTRIAL PHOTOGRAPHY OF CHRIS PAYNE." THE HIRSHHORN MUSEUM AND SCULPTURE GARDEN, TIMED WITH ITS 50TH ANNIVERSARY, OPENED THE LANDMARK EXHIBITION "ADAM PENDLETON: LOVE, QUEEN." THE NATIONAL PORTRAIT GALLERY OPENED "FROM SHADOW TO SUBSTANCE." THE SMITHSONIAN AMERICAN ART MUSEUM OPENED "STATE FAIRS: GROWING AMERICAN CRAFT" AT THE RENWICK GALLERY. THE NATIONAL MUSEUM OF THE AMERICAN INDIAN DEBUTED AN EXHIBITION OF ARCHIVAL PHOTOGRAPHS, REVEALING COMMUNITY STORIES, "INSIGHT: PHOTOS AND STORIES FROM THE ARCHIVES." IN AUGUST 2025, THE NATIONAL MUSEUM OF ASIAN ART OPENED "KOREAN TREASURES: COLLECTED, CHERISHED, SHARED." EXHIBITIONS ALSO TRAVELED TO SMITHSONIAN VISITORS ACROSS THE COUNTRY. THE SMITHSONIAN TRAVELING EXHIBITION SERVICES (SITES) OPENED "JAPANESE WAR BRIDES: ACROSS A WIDE DIVIDE "SEA MONSTERS UNEARTHED" FOR NATIONAL TOURS. THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE ALSO SHOWCASED "IN SLAVERY'S WAKE: MAKING BLACK FREEDOM IN THE WORLD," ITS FIRST INTERNATIONAL TOURING EXHIBITION. FORM 990, PART III, LINE 4A RESEARCH AND COLLECTIONS: THE SMITHSONIAN'S COLLECTIONS OF 157.6 MILLION OBJECTS (ART, ARTIFACTS AND SCIENTIFIC SPECIMENS) ARE THE HEART OF THE INSTITUTION. RESEARCH, PUBLIC PROGRAMS AND EXHIBITIONS ARE BASED ON THESE COLLECTIONS, WHICH INCLUDE MORE THAN 153,600 CUBIC FEET OF ARCHIVES AND 2.3 MILLION LIBRARY VOLUMES. A TOTAL OF 37.9 MILLION MUSEUM OBJECTS ARE DESCRIBED BY STANDARD DIGITAL RECORDS. 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 CERTAIN SPECIES WHICH IS ESSENTIAL FOR COMPARATIVE STUDIES. AS A RESEARCH INSTITUTION, THE SMITHSONIAN PRODUCED SIGNIFICANT CONTRIBUTIONS TO ONGOING RESEARCH AND ADDED NEW DISCOVERIES ACROSS MANY DISCIPLINES. RESEARCHERS AT THE NATIONAL MUSEUM OF NATURAL HISTORY (NMNH) PRODUCED NOTEWORTHY DISCOVERIES AND STUDIES ACROSS MULTIPLE FIELDS, INCLUDING AGRICULTURAL DEVELOPMENT, PALEONTOLOGY, PLANETARY SCIENCES, AND HORTICULTURE. IN OCTOBER 2024, SCIENTISTS AT THE MUSEUM PUBLISHED A NEW PAPER ABOUT ANT COLONIES FARMING FUNGI DURING THE MASS EXTINCTION EVENT WHEN AN ASTEROID STRUCK EARTH 66 MILLION YEARS AGO-AGRICULTURE THAT PREDATED HUMAN FARMING BY MILLIONS OF YEARS. IN NOVEMBER 2024, NMNH CURATORS SUPPORTED RESEARCH THAT PROVIDED THE FIRST DIRECT EVIDENCE OF TWO DIFFERENT ANCIENT HUMAN RELATIVES SIMULTANEOUSLY LIVING IN THE SAME PLACE, POTENTIALLY INTERACTING. IN JANUARY 2025, NMNH SCIENTISTS PUBLISHED RESEARCH REVEALING THAT TRACES OF ANCIENT BRINE ON THE ASTEROID BENNU CONTAIN MINERALS CRUCIAL TO LIFE AND NEVER BEFORE OBSERVED IN SAMPLES FROM ASTEROIDS. IN MARCH, A NEW STUDY FROM NMNH ANNOUNCED THAT NEARLY HALF OF THE POPULAR TROPICAL PLANT GROUP RELATED TO BANANAS IS THREATENED WITH EXTINCTION. AND, IN JULY, A SMITHSONIAN-LED TEAM DISCOVERED NORTH AMERICA'S OLDEST KNOWN PTEROSAUR, A WINGED REPTILE THAT LIVED ALONGSIDE DINOSAURS. SCIENTISTS AND KEEPERS AT SMITHSONIAN'S NATIONAL ZOO AND CONSERVATION BIOLOGY INSTITUTE (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 JAN. 2025, THE ZOO'S TWO NEW GIANT PANDAS, BAO LI AND QING BAO, MADE THEIR PUBLIC DEBUT, MARKING A NEW ERA OF GIANT PANDA CONSERVATION AND GLOBAL DIPLOMACY FOR THE ZOO. IN MAY 2025, NZCBI ANNOUNCED AN AGREEMENT WITH THE ROYAL COMMISSION FOR AIUIA (SAUDI ARABIA) FOR THE LOAN OF CRITICALLY ENDANGERED ARABIAN LEOPARDS-FURTHER EXPANDING NZCBI'S INTERNATIONAL CONSERVATION PROGRAM. NZCBI DEBUTED CUTTING-EDGE TECHNOLOGY DESIGNED TO TRACK AND UNDERSTAND THE LIVES AND BEHAVIORS OF THE ELUSIVE BLACK-FOOTED FERRET, AN ENDANGERED SPECIES, IN THE WILD FOR THE FIRST TIME. LATER IN THE YEAR, NZCBI CELEBRATED THE BIRTH OF A LITTER OF BLACK-FOOTED FERRETS. THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY (SAO) ANNOUNCED ITS NEW NATIONWIDE ASTRONOMY PROGRAM FOR RURAL SCHOOLS, STARS, AND SAO ASTRONOMERS REVEALED THE LARGEST COLLECTION OF COMETS OUTSIDE EARTH'S SOLAR SYSTEM EVER FOUND. ADDING TO ASTRONOMICAL STUDIES, NASM'S CENTER FOR EARTH AND PLANETARY STUDIES SHARED MORE RESEARCH INTO MOONQUAKES, WHICH TRIGGER LANDSLIDES AND BOULDER FALLS, ON THE MOON'S SURFACE. THE SMITHSONIAN ENVIRONMENTAL RESEARCH CENTER (SERC) PUBLISHED A STUDY IN APRIL 2025 SHOWING THAT A KEY WAY WETLANDS CONTROL METHANE IS AT RISK IF EARTH GETS TOO HOT. FORM 990, PART III, LINE 4C 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 THAT 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, AND 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. THROUGHOUT SUMMER 2025, ASSOCIATES PRESENTED OVERNIGHT EXPERIENCES FOR CHILDREN AND THEIR ADULT CHAPERONES AT THE NATURAL HISTORY MUSEUM. AT VARIOUS PROGRAMS NOTABLE GUESTS INCLUDED PAUL HOLLYWOOD, THE NEW YORK TIMES BEST-SELLING AUTHOR AND STAR OF "THE GREAT BRITISH BAKING SHOW;" CURATOR AND HISTORIAN GLENN ADAMSON; WEBMD'S CHIEF MEDICAL OFFICER JOHN WHYTE; MAJOR D.C. FEMALE CHEFS INCLUDING THI NGUYEN, SARA CHAUDHURI, AMY BRANDWEIN AND JOURNALIST NYCCI NELLIS; AND SENEGALESE AFROPOP ARTIST CHEIKH IBRA FAM. 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 IV, LINE 4 GABON AND PANAMA FORM 990, PART VI, LINE 1A MATERIAL DIFFERENCES IN VOTING RIGHTS 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, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY 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, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY 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 LAW 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, LINE 12C CONFLICT OF INTEREST POLICY 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 CHIEF LEGAL OFFICER 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, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINES 15A & 15B: 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, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC 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 VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE OTHER OPERATING REVENUE - TOTAL REVENUE: 514644, RELATED OR EXEMPT FUNCTION REVENUE: 514644, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; FORM 990, PART IX, LINE 11G OTHER FEES PROFESSIONAL AND TECHNICAL SERVICES - TOTAL EXPENSE: XXX-XX-XXXX, PROGRAM SERVICE EXPENSE: XXX-XX-XXXX, MANAGEMENT AND GENERAL EXPENSES: 19287749, FUNDRAISING EXPENSES: 15034757; FACILITIES AND OPERATIONS SERVICES - TOTAL EXPENSE: 85802584, PROGRAM SERVICE EXPENSE: 72614592, MANAGEMENT AND GENERAL EXPENSES: 12274563, FUNDRAISING EXPENSES: 913429; EXHIBIT AND PUBLIC PROGRAM SERVICES - TOTAL EXPENSE: 17512460, PROGRAM SERVICE EXPENSE: 17432660, MANAGEMENT AND GENERAL EXPENSES: -432917, FUNDRAISING EXPENSES: 512717; ADMINISTRATIVE AND SUPPORT SERVICES - TOTAL EXPENSE: 2900467, PROGRAM SERVICE EXPENSE: -602331, MANAGEMENT AND GENERAL EXPENSES: 73016, FUNDRAISING EXPENSES: 3429782; 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. 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. CLAY FELLOWSHIPS CHARITABLE TRUST 10 MEMORIAL BOULEVARD PROVIDENCE RI 02903 043560268 SUPPORT OF SMITHSONIAN ASTROPHYSICAL OBSERVATORY MA 501(C)(3) NA false BLACKBIRD 1846 ENERGY FUND LP 10000 MEMORIAL DRIVE SUITE 550 HOUSTON TX 77024 473887280 INVESTMENT DE BLACKBIRD 1846 ENERGY FUND GP LP EXCLUDED false false 1 CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST AZ NA TRUST true CHARITABLE REMAINDER TRUSTS (2) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST CO NA TRUST true CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST CT NA TRUST true CHARITABLE REMAINDER TRUSTS (2) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST DC NA TRUST true CHARITABLE REMAINDER TRUSTS (2) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST IL NA TRUST true CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST MI NA TRUST true CHARITABLE REMAINDER TRUSTS (3) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST NJ NA TRUST true CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST NY NA TRUST true CHARITABLE REMAINDER TRUSTS (1) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST PA NA TRUST true CHARITABLE REMAINDER TRUSTS (5) 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 CHARITABLE REMAINDER TRUST VA NA TRUST true false true false false false false false false false false false false false false false false false false true