2026-08-13T15:17:39-05:00 2025-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2025-01-01 046113130 JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INCORPORATED JOHN 6175141668 CO DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 DORIS DRUMMOND CHIEF FINANCIAL OFFICER 6175141668 2026-07-22 1 CRAIG KLEIN P00734640 6178075000 2026-07-22 2025 2025-03-06 01:10:19Z RACHEL FLOR C/O DORIS DRUMMOND COLUMBIA POINT BOSTON MA 02125 13005169 0 X WWW.JFKLIBRARY.ORG X 1963 MA SEE SCHEDULE O. 34 34 28 200 0 0 4300800 3733818 98879 82657 4091478 3845991 211324 168219 8702481 7830685 44000 224800 0 0 4203531 3983283 252017 195805 1692208 3122196 2401286 7621744 6805174 1080737 1025511 61363736 67777522 667622 833990 60696114 66943532 X SEE SCHEDULE O. 0 0 1411593 37000 9050 EDUCATION, HEMINGWAY AND MUSEUM SUPPORT(SEE MORE DETAIL IN SCHEDULE O)EDUCATION HIGHLIGHTSGUIDED MUSEUM VISITS - IN 2025, MUSEUM EDUCATORS LED NEARLY 125 FIELD TRIPS FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS. IN TOTAL, OVER 4,600 STUDENTS AND 600 CHAPERONES WERE GUIDED THROUGH THE EXHIBITS AND INTRODUCED TO KEY HISTORY AND CIVICS TOPICS RELATED TO PRESIDENT KENNEDY'S LIFE AND TIMES. FREE ADMISSION WAS PROVIDED BY THE LIBRARY FOR ALL SCHOOL GROUPS, AND TRANSPORTATION WAS PROVIDED BY THE FOUNDATION AT NO COST FOR 1,000 STUDENTS IN THE BOSTON PUBLIC SCHOOLS AND OTHER DISTRICTS. THE FEDERAL BUDGET PROGRAM ENGAGED NEARLY 225 HIGH SCHOOL STUDENTS IN AND AROUND THE BOSTON AREA, AND THE ANNUAL STUDENT LEADERSHIP CONFERENCE OFFERED 53 STUDENTS AND 14 CHAPERONES A FULL DAY OF HANDS-ON LEARNING, DISCUSSION, AND PERSONAL REFLECTION RELATED TO LEADERSHIP. THE LIBRARY'S VOLUNTEER DOCENTS LED NEARLY 350 TOURS FOR OVER 3,500 VISITORS, HELPING TO BRING TO LIFE THE LIBRARY'S EXHIBITS AND COLLECTIONS.YOUTH AND FAMILY PROGRAMS - OVER 2,500 PEOPLE VISITED THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM THROUGH THE 2025 CELEBRATE! AND PRESIDENTS' DAY FESTIVAL PROGRAMS. THE CELEBRATE! SERIES HELD EIGHT PERFORMANCES IN HONOR OF ASIAN AMERICAN AND PACIFIC ISLANDER HERITAGE MONTH, JUNETEENTH, MARTIN LUTHER KING JR. DAY, BLACK HISTORY MONTH, ST. PATRICK'S DAY, AND DISABILITY AWARENESS MONTH, AMONG OTHERS, OFFERING A MARIONETTE SHOW, LIVE MUSIC AND DANCE, AND PERFORMATIVE STORYTELLING. THE ANNUAL PRESIDENTS' DAY FESTIVAL BROUGHT PRESIDENTIAL HISTORY TO LIFE FOR VISITORS OF ALL AGES, WITH PRESIDENTIAL REENACTORS, JFK-RELATED CRAFTS, MUSICAL PERFORMANCES, AND GAMES FOR ALL AGES. IN AUGUST, THE LIBRARY OFFERED A "PRESIDENTIAL PETS PARTY," WELCOMING APPROXIMATELY 650 VISITORS TO EXPLORE THE EXHIBIT AND PARTICIPATE IN MAKE-AND-TAKE ACTIVITY STATIONS.TEACHER PROGRAMS AND RESOURCES - TO INCREASE ACCESSIBILITY TO THE MUSEUM'S CONTENT AND COLLECTIONS, THE EDUCATION GUIDES AND ON-SITE CURRICULUM MATERIALS WERE TRANSLATED INTO SPANISH AND OTHER HANDOUTS WERE UPDATED FOR IMPROVED USE IN FACILITATED FIELD TRIPS. A NEW FRONTIERS NEWSLETTER FOR EDUCATORS WAS MAILED TO 14,318 RECIPIENTS IN JANUARY 2025, AND BIMONTHLY DIGITAL NEWSLETTERS WERE DISTRIBUTED THROUGHOUT THE YEAR TO OVER 394,000 SUBSCRIBERS. EACH ISSUE CONTAINED A RANGE OF CONTENT, INCLUDING NEW LEARNING OPPORTUNITIES FOR ALL VISITORS, HIGHLIGHTED CURRICULAR RESOURCES OR MATERIALS, AND OBJECT SPOTLIGHTS.KENNEDY-BREYER CIVIC SCHOLARS - IN JULY 2025, THE FIRST SESSION OF THE KENNEDY-BREYER CIVIC SCHOLARS SUMMER PROGRAM WAS LAUNCHED IN PARTNERSHIP WITH THE EDWARD M. KENNEDY INSTITUTE AND JUSTICE STEPHEN G. BREYER COMMUNITY LEARNING CENTER ON COURTS AND THE CONSTITUTION. TWENTY-SEVEN HIGH SCHOOL STUDENTS ATTENDED A WEEK-LONG SEMINAR EXPLORING THE THREE BRANCHES OF GOVERNMENT AND HOW THEY WORK TOGETHER TO SHAPE OUR DEMOCRATIC PROCESS. PROFILE IN COURAGE ESSAY CONTEST - IN 2025, THE FOUNDATION RECEIVED 2,314 PROFILE IN COURAGE ESSAYS FROM HIGH SCHOOL STUDENTS IN ALL 50 STATES, AS WELL AS WASHINGTON, D.C., AND PUERTO RICO. THE FOUNDATION ALSO RECEIVED SUBMISSIONS FROM U.S. CITIZENS IN CANADA, HONG KONG, INDIA, INDONESIA, KENYA, MEXICO, MONACO, NEW ZEALAND, PANAMA, SOUTH KOREA, SWITZERLAND, AND UZBEKISTAN. THE WINNING ESSAYIST, EMILY MATTHEWS, WAS RECOGNIZED AT THE FOUNDATION'S MAY DINNER GALA FOR HER PIECE ON RUTH ANN MINNER AND HER FIGHT FOR PUBLIC HEALTH WITHIN THE STATE OF DELAWARE.KENNEDY LIBRARY FORUMS - IN 2025, THE JFK LIBRARY FORUM PROGRAM PRESENTED 13 FORUMS, OFFERED IN A COMBINATION OF IN-PERSON AND VIRTUAL FORMATS. HIGHLIGHTS OF THE SEASON INCLUDED: "LESSONS FROM BOBBY: TEN REASONS ROBERT F. KENNEDY STILL MATTERS", FEATURING CHRIS MATTHEWS; "JFK ASSASSINATION RECORDS: KEY TAKEAWAYS," FEATURING FRED LOGEVALL; "THE HIGHEST CALLING: CONVERSATIONS ON THE AMERICAN PRESIDENCY," FEATURING DAVID RUBENSTEIN; AND "EQUAL PAY: A CONVERSATION WITH DEMOCRATIC WHIP KATHERINE CLARK." IN-PERSON ATTENDANCE AT FORUMS IN 2025 REACHED 1,804, AND THE 10 FORUMS THAT WERE MADE AVAILABLE ONLINE ATTRACTED 21,254 VIEWS ON YOUTUBE.HEMINGWAY - THE ERNEST HEMINGWAY COLLECTION AT THE JFK LIBRARY STANDS AS THE PREEMINENT, UNPARALLELED ARCHIVE FOR THE STUDY OF ERNEST HEMINGWAY'S LIFE, WORKS, AND CREATIVE PROCESS, COMPRISING OVER 90% OF THE NOBEL LAUREATE'S EXISTING MANUSCRIPTS, MORE THAN 11,000 OF HIS PERSONAL PHOTOGRAPHS, AND SELECTED FAMILY MEMENTOS. THE LIBRARY PROMOTES HEMINGWAY'S LITERARY LEGACY TO SCHOLARS AND STUDENTS OF ALL AGES THROUGH A VARIETY OF RESEARCH OPPORTUNITIES, EDUCATIONAL OFFERINGS, AND PUBLIC PROGRAMS. 2025 ACTIVITIES SUPPORTED BY THE FOUNDATION INCLUDED THE PEN/HEMINGWAY AWARD CELEBRATION, HONORING AUTHOR MICHAEL DEAGLER FOR HIS DEBUT NOVEL EARLY SOBRIETIES WITH A KEYNOTE BY AUTHOR ALEX GEORGE; WORK ON THE "HEMINGWAY AT THE JFK" WEBSITE, WHICH ALLOWS VISITORS FROM ACROSS THE GLOBE TO EXPLORE HEMINGWAY'S LIFE, WORKS, AND LEGACY. THE SITE HAS BEEN DESIGNED TO GROW, WITH ADDITIONAL CONTENT AND ACCESSIBILITY FEATURES ROLLING OUT IN PHASES OVER THE NEXT SEVERAL YEARS.MUSEUM SUPPORT - THE FOUNDATION SUPPORTED THE COMPLETION OF AN INTERPRETIVE MASTER PLAN FOR THE MUSEUM'S PERMANENT EXHIBITS, INCLUDING SHORT-, MID-, AND LONG-TERM RECOMMENDATIONS FOR RESTRUCTURING INTERPRETATION; ANCHOR THEMES AND SUGGESTED LAYOUT WITHIN THE CURRENT FLOORPLAN; AND OVERALL EXHIBIT GOALS AS DETERMINED DURING WORKSHOPS WITH STAFF, DOCENTS AND COMMUNITY MEMBERS. 1270091 COMMUNICATIONS(SEE MORE DETAIL IN SCHEDULE O)THE JFK LIBRARY FOUNDATION'S COMMUNICATIONS AND MARKETING PROGRAMS PROVIDE A DIRECT AND DEEP ENGAGEMENT WITH THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM ("LIBRARY") FOR AUDIENCES ACROSS THE NATION AND AROUND THE WORLD THROUGH THE FOUNDATION'S WEBSITE. THESE AUDIENCES HAVE THE OPPORTUNITY TO DISCOVER PRESIDENT KENNEDY'S LEADERSHIP, STYLE, AND HUMANITY, ALONG WITH EXPOSURE TO HISTORICAL ARTIFACTS, LETTERS, STORIES, AND PEOPLE FROM PRESIDENT KENNEDY'S ADMINISTRATION. THE FOUNDATION IS ABLE TO PRESENT THE ONLINE USER WITH INFORMATION ON THE IMPORTANCE OF HISTORICAL RECORDS, DEMOCRATIC PRINCIPLES, AND PUBLIC SERVICE IDEALS PRESIDENT KENNEDY CHAMPIONED THROUGHOUT HIS POLITICAL CAREER. VISITS TO THE FOUNDATION'S WEBSITE TOPPED 4 MILLION IN 2025, WITH A TOTAL OF 7.9 MILLION PAGEVIEWS. THE LIBRARY HAS A ROBUST AUDIENCE OF 575,000 FOLLOWERS ON SOCIAL MEDIA, AND ITS YOUTUBE CHANNEL RECEIVED 7,234,924 VIEWS IN 2025 A 125% INCREASE OVER THE NUMBER OF VIEWS IN 2024.THE LIBRARY'S SPECIAL EXHIBIT THIS YEAR WAS "PRESIDENTIAL PETS," A WINDOW INTO THE LIVES OF FIRST FAMILIES THROUGH THE LENS OF THE PETS THEY LOVED. A SPECIFIC MARKETING CAMPAIGN FOR THE EXHIBIT WAS DEVELOPED FOR TOURISTS AND AREA RESIDENTS. A "FULL EXPERIENCE" MARKETING CAMPAIGN WAS DEVELOPED TO POSITION THE LIBRARY AS A DESTINATION WHILE REMINDING VIEWERS OF THE POWER OF PRESIDENT KENNEDY'S LEGACY. VIBRANT IMAGES OF PRESIDENT KENNEDY AND THE LIBRARY WERE DISPLAYED ON MBTA BUSES, SUBWAY PLATFORMS, TROLLEYS, AND BILLBOARDS ACROSS THE BOSTON AREA.IN 2025, WITH SUPPORT FROM THE FOUNDATION'S COMMUNICATIONS DEPARTMENT, THE JFK LIBRARY MAINTAINED ITS RANKING AS THE #1 SPECIALTY MUSEUM IN BOSTON ON TRIPADVISOR AND WAS AGAIN DESIGNATED AS A TRIPADVISOR "TRAVELERS' CHOICE." FOR THE SECOND YEAR RUNNING, THE LIBRARY WAS RANKED AMONG THE TOP TEN IN THE NEWSWEEK READERS' CHOICE AWARD FOR BEST PRESIDENTIAL ATTRACTION. ALL OF THE OUTREACH AND SUPPORT BY THE FOUNDATION HELPED ATTRACT OVER 170,000 VISITORS TO THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM IN 2025. 835366 161500 66207 AWARDS AND SUPPORT(SEE MORE DETAIL IN SCHEDULE O)PROFILE IN COURAGE AWARD - THE PROFILE IN COURAGE AWARD COMMITTEE SELECTED VICE PRESIDENT MIKE PENCE AS THE 2025 PROFILE IN COURAGE AWARD HONOREE FOR PUTTING HIS LIFE AND CAREER ON THE LINE TO ENSURE THE TRANSFER OF PRESIDENTIAL POWER ON JANUARY 6, 2021. PENCE WAS SELECTED FROM A LIST OF 19 NOMINEES CHOSEN FROM NEARLY 12,000 NOMINATIONS FROM THE PUBLIC AND FROM THE PROFILE IN COURAGE AWARD COMMITTEE MEMBERS.THE AWARD RECEIVED SIGNIFICANT MEDIA ATTENTION, GARNERING OVER 2,300 MEDIA MENTIONS WITH A REACH OF OVER 7.4 BILLION READERS. THE LIVE-STREAM, RECORDING, AND CLIPS FROM THE CEREMONY RECEIVED OVER 2.2 MILLION ONLINE VIEWS, AND A RECORDED INTERVIEW BETWEEN JACK SCHLOSSBERG AND VICE PRESIDENT PENCE RECEIVED OVER 11,000 VIEWS.THREE NEW MEMBERS JOINED THE PROFILE IN COURAGE AWARD COMMITTEE IN 2025: PROFESSOR HEATHER COX RICHARDSON, HISTORIAN AND AUTHOR; HADLEY DUVALL, ACTIVIST; AND DAVID M. RUBENSTEIN, CO-FOUNDER AND CO-CHAIRMAN, THE CARLYLE GROUP. EARTHSHOT LEGACY PARTNERS - LAUNCHED IN 2023, THE EARTHSHOT LEGACY PARTNERS INITIATIVE EXTENDS THE FOUNDATION'S PARTNERSHIP WITH PRINCE WILLIAM'S EARTHSHOT PRIZE BUILDING THE PRIZE'S IMPACT REGIONALLY. THE PRIMARY ACTIVITY OF THIS INITIATIVE IS THE EARTHSHOT INNOVATION CHALLENGE: NORTHEAST U.S. EDITION, WHICH IGNITES NORTHEAST-U.S.-BASED INNOVATIONS THAT PROMISE TO MAKE MEANINGFUL POSITIVE CHANGE IN ONE OF THE FIVE EARTHSHOTS: PROTECT AND RESTORE NATURE; CLEAN OUR AIR; REVIVE OUR OCEANS; BUILD A WASTE-FREE WORLD; AND FIX OUR CLIMATE. THE JFK LIBRARY FOUNDATION, THE 'QUIN IMPACT FUND, AND THE EARTHSHOT LEGACY PARTNERS PROVIDE GRANT FUNDING TO THE AWARD WINNERS EACH YEAR TO ACCELERATE THE DEVELOPMENT AND SCALE OF THESE SOLUTIONS.IN 2024, THE EARTHSHOT INNOVATION CHALLENGE CELEBRATED THREE CLIMATE INNOVATORS: AFTERLIFE AG, CELLSENSE, AND IT'S ELECTRIC. THROUGHOUT 2025, THE JFK LIBRARY FOUNDATION PROVIDED GROWTH AND LEARNING EXPERIENCES FOR EACH OF THESE FINALISTS. THIS INCLUDED AN INVITATION TO SHOWCASE THEIR SOLUTIONS AT "EARTH360 PERSPECTIVE: CATALYSTS OF CHANGE," A PANEL DISCUSSION HOSTED BY THE 'QUIN HOUSE.THE 2025 FINALISTS WERE SELECTED BY COMMITTEE AFTER AN INTENSIVE APPLICATION, VETTING, AND REVIEW PROCESS. THE AWARDS CEREMONY, ORIGINALLY PLANNED FOR THE FALL OF 2025, WAS RESCHEDULED TO EARLY 2026. 618150 26300 7400 THE KENNEDY LIBRARY IS A NATIONALLY RECOGNIZED LEADER IN THE FIELD OF ARCHIVAL DIGITIZATION, AND THE DIGITIZATION PROGRAM IS ONE OF THE MOST ROBUST IN THE PRESIDENTIAL LIBRARY SYSTEM. SINCE ITS INCEPTION IN 2006, WITH THE FOUNDATION'S SUPPORT OF THE DIGITIZATION STAFF AND ALL OF EQUIPMENT REQUIRED FOR THIS OPERATION, WHICH HAS ALLOWED THE LIBRARY TO FURNISH ONLINE ACCESS TO APPROXIMATELY ONE MILLION PAGES OF DOCUMENTS, 20,700 PHOTOGRAPHIC IMAGES, 3,600 SOUND RECORDING SEGMENTS, 1,350 ORAL HISTORY INTERVIEW TRANSCRIPTS, AND 125 MOTION PICTURES FROM THE KENNEDY PRESIDENCY. IN 2025, DIGITAL ARCHIVES PAGES ON THE WEBSITE RECEIVED MORE THAN 913,000 VIEWS.KENNEDY FAMILY COLLECTION - DIGITIZATION OF THE KENNEDY FAMILY COLLECTION WAS COMPLETED IN 2025, WITH THE LIBRARY AND FOUNDATION DIGITIZATION STAFF FINALIZING CATALOGING AND DESCRIPTIONS, CONDUCTING QUALITY CONTROL, UPDATING THE FINDING AID, AND PUBLISHING THE COLLECTION FOR PUBLIC USE. THE COLLECTION, WHICH WAS DONATED TO THE LIBRARY BY PRESIDENT KENNEDY'S MOTHER, ROSE FITZGERALD KENNEDY, CONTAINS APPROXIMATELY 6,000 ITEMS THAT DOCUMENT THE LIFE AND TIMES OF THE KENNEDY AND FITZGERALD FAMILIES OVER A SPAN OF ABOUT 100 YEARS 1878 THROUGH 1980.JOSEPH P. KENNEDY PERSONAL PAPERS - BETWEEN 7/1/2024-6/30/2025, A TOTAL OF 25,010 PAGES FROM THE FAMILY CORRESPONDENCE SERIES OF THE JOSEPH P. KENNEDY PERSONAL PAPERS WERE DIGITIZED, CATALOGED, AND PUBLISHED ONLINE FOR PUBLIC ACCESS. THE FULL COLLECTION DOCUMENTS JOSEPH KENNEDY'S LIFE AS BANKER, FINANCIER, MOVIE PRODUCER, DIPLOMAT AND FATHER TO NINE CHILDREN, INCLUDING JOHN F. KENNEDY. THE FAMILY CORRESPONDENCE SERIES CONTAINS LETTERS, NOTES, TELEGRAMS AND POSTCARDS BETWEEN IMMEDIATE MEMBERS OF THE KENNEDY FAMILY, INCLUDING SPOUSES AND GRANDCHILDREN. MYER FELDMAN PERSONAL PAPERS - WORK BEGAN IN 2025 TO DIGITIZE THE MYER FELDMAN PERSONAL PAPERS. DONATED TO THE JFK LIBRARY IN JULY 2009 AND PROCESSED AND OPENED IN 2014, THIS COLLECTION PROVIDES AN IN-DEPTH LOOK AT THE WORK OF ONE OF PRESIDENT KENNEDY'S CLOSEST PERSONAL ADVISORS, DEPUTY SPECIAL COUNSEL MYER "MIKE" FELDMAN. THE FELDMAN COLLECTION, WHICH IS CONTAINED IN 104 BOXES SPANNING 55 CUBIC FEET, DOCUMENTS FELDMAN'S WIDE-RANGING RESPONSIBILITIES IN THE WHITE HOUSE DURING THE KENNEDY AND JOHNSON ADMINISTRATIONS.DIGITIZATION ON DEMAND - THE ARCHIVES DEPARTMENT ALSO DIGITIZED 32,000 PAGES IN 2025 AS PART OF ITS "DIGITIZATION ON DEMAND" PROGRAM, WHICH FURNISHES DIGITIZED ARCHIVAL MATERIAL IN RESPONSE TO INQUIRIES FROM RESEARCHERS, STAFF, SCHOLARS, AND THE GENERAL PUBLIC. 618150 26300 7400 4135200 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 76 0 1 28 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 CT FL GA HI IL KS KY MD MI MN MS NH NJ NM NC ND OR PA RI SC TN UT VA WV WI X X DORIS DRUMMOND 6175141668 COLUMBIA POINT BOSTON MA 02125 RONALD L SARGENT CHAIR 3.00 X X 0 0 0 KATY KNOX VICE CHAIR (EFF. 10/30/25) 2.00 X X 0 0 0 MICHAEL STEED TREASURER/DIRECTOR 2.00 X X 0 0 0 DAVID C WEINSTEIN SECRETARY 2.00 X X 0 0 0 ROSALIN ACOSTA DIRECTOR (EFF. 4/30/25) 1.00 X 0 0 0 MEHDI ALHASSANI DIRECTOR (EFF. 4/30/25) 1.00 X 0 0 0 B MARC ALLEN DIRECTOR 1.00 X 0 0 0 VLAD Y BARBALAT DIRECTOR 1.00 X 0 0 0 ALLAN BOOMER DIRECTOR (UNTIL 10/9/25) 2.00 X 0 0 0 THE HONORABLE JAMES T BRETT DIRECTOR (UNTIL 4/30/25) 1.00 X 0 0 0 KEVIN BROWN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J CASSIDY DIRECTOR 1.00 X 0 0 0 TUSHARA DILANIE DIRECTOR 1.00 X 0 0 0 DYLAN DONAHUE DIRECTOR (EFF. 4/30/25) 1.00 X 0 0 0 PAMELA ERICKSON DIRECTOR 1.00 X 0 0 0 FELICIA ELLSWORTH DIRECTOR (EFF. 4/30/25) 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 CHRISTOPHER GREEN DIRECTOR (EFF. 4/30/25) 1.00 X 0 0 0 CHRISTINE HEENAN DIRECTOR 1.00 X 0 0 0 MATTHEW R KENNEDY DIRECTOR 2.00 X 0 0 0 WILLIAM F LEE DIRECTOR 2.00 X 0 0 0 JOHN LESLIE DIRECTOR 1.00 X 0 0 0 JOY LIU DIRECTOR 1.00 X 0 0 0 CARLOS MONJE DIRECTOR (EFF. 4/30/25) 1.00 X 0 0 0 ROBERT E RILEY DIRECTOR (UNTIL 4/30/25) 1.00 X 0 0 0 ROBERT RIVERS DIRECTOR (EFF. 10/30/25) 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 (UNTIL 12/30/25) 1.00 X 0 0 0 SCOTT SCHUSTER DIRECTOR (UNTIL 4/30/25) 1.00 X 0 0 0 STEPHEN E SMITH JR DIRECTOR 1.00 X 0 0 0 MICHO F SPRING DIRECTOR 2.00 X 0 0 0 MARCELO SUAREZ-OROZCO DIRECTOR 1.00 X 0 0 0 SHEEL TYLE DIRECTOR 1.00 X 0 0 0 MICHAEL A TYLER DIRECTOR 2.00 X 0 0 0 KAIYUAN WANG DIRECTOR 1.00 X 0 0 0 LISA WIELAND DIRECTOR 1.00 X 0 0 0 RACHEL FLOR EXECUTIVE DIRECTOR 40.00 X 360301 0 78712 DORIS R DRUMMOND CHIEF FINANCIAL OFFICER 40.00 X 303891 0 69491 MAURA HAMMER VP OF DEVELOPMENT 40.00 X 276299 0 40686 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIRS 40.00 X 205337 0 30021 SARINA SADANA DIR. OF DEVELOPMENT EVENTS & OPS. 40.00 X 130360 0 23982 CHRISTINE SIERRA EXEC ASSISTANT & SR. PROJECT MANAGER 40.00 X 110006 0 47926 EMILY BUTLER ASSOC. DIRECTOR OF DONOR STEWARDSHIP & SR. WRITER 40.00 X 109028 0 48049 MARGARET BRAMLEY DIRECTOR OF INDIVIDUAL GIVING 40.00 X 103248 0 46722 MARISA BRADLEY DIR. OF AWARDS & SPECIAL PROGRAMS 40.00 X 106391 0 38261 1704861 0 423850 11 0 1 0 PRECISION STRATEGIES 901 NEW YORK AVENUE NW SUITE 530 WASHINGTON DC 20001 MARKETING CONSULTANTS 201500 GOURMET CATERERS INC 3867 WASHINGTON ST BOSTON MA 02131 CATERING SERVICE 190957 CHROMATIC LLC 2144 W RICE STREET 3E CHICAGO IL 60622 SOFTWARE DEVELOPMENT 172238 ONWARD CONSULTING 1451 GLENMORE AVE BATON ROUGE LA 70808 FUNDRAISING CONSULTANT 165000 ORANGE LOGIC LLC 5151 CALIFORNIA AVENUE SUITE 100 IRVINE CA 92617 SOFTWARE SERVICE 116831 7 1382653 587451 1763714 193804 3733818 WORKSHOP/CONFERENCE 900099 38000 38000 FUNCTION REVENUE 512000 9757 9757 FILM FOOTAGE LICENSING 900002 7400 7400 27500 27500 82657 1811904 1811904 168219 168219 7007474 4973387 2034087 2034087 2034087 201097 1382653 201097 0 7830685 82657 0 4014210 150500 150500 63300 63300 11000 11000 1374947 471682 413011 490254 1774517 1143101 146677 484739 135512 82419 14602 38491 489818 316608 56379 116831 208489 114943 30548 62998 74579 74579 30000 30000 195805 195805 100150 100150 342238 209616 36764 95858 304128 301165 2963 112992 39332 20199 53461 934560 833491 36419 64650 129122 119574 3950 5598 305359 245754 28517 31088 49914 26550 9558 13806 18244 6165 6413 5666 6805174 4135200 977766 1692208 872868 580867 1104328 1235647 71697 47791 453217 585798 1007519 1007519 0 0 44978778 48522831 11597089 14325190 2285759 2479398 61363736 67777522 667622 833990 667622 833990 X 46826300 52109482 13869814 14834050 60696114 66943532 61363736 67777522 1025511 5221907 0 X 0 1 X 1 0 X 5455954 7152400 7262818 4300800 3733818 27905790 5455954 7152400 7262818 4300800 3733818 27905790 2319505 25586285 3180594 1088865 1262601 1826547 1980123 9338730 37244520 403309 0.68700 0.68430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 30000 0 0 30000 0 PART II-B, LINE 1: THE FOUNDATION HAS HIRED A LOBBYING FIRM TO ADVOCATE FOR SUPPORT WITH THE MASSACHUSETTS CIVICS LEGISLATIVE ACTIVITIES. X X X X 0 21457881 26 3256448 564073 24150282 19695216 126424 2122231 485990 21457881 17509470 2845201 659455 19695216 22146444 -3757595 879379 17509470 20171179 2081016 105751 22146444 0.64550 0.14490 0.20960 1 0 581465 581465 0 426054 426054 0 0 ALTERNATIVE INVESTMENTS 14325190 F 14325190 X 13527230 5221907 373691 201097 5796695 7730535 100150 100150 7830685 7279812 373691 201097 574788 6705024 100150 100150 6805174 PART III, LINE 1A: THE FOUNDATION MAINTAINS A SMALL COLLECTION OF HISTORICAL ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE FOUNDATION DOES NOT CAPITALIZE ITS COLLECTION OF HISTORICAL ARTIFACTS. THE COST OF COLLECTION ITEMS PURCHASED IS RECORDED AS A DECREASE IN THE APPROPRIATE CATEGORY OF NET ASSETS. PROCEEDS FROM SALES OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION OR FOR THE PRESERVATION OF COLLECTIONS. PART III, LINE 4: THE FOUNDATION HOLDS A SMALL COLLECTION OF ITEMS DONATED FROM THE ESTATE OF MRS. KENNEDY ALONG WITH VARIOUS INTELLECTUAL PROPERTIES, INCLUDING AUDIO VISUAL LICENSING RIGHTS DONATED BY CBS. THE INTELLECTUAL PROPERTY IS USED BY RESEARCHERS, ALONG WITH TELEVISION OR MOVIE PRODUCERS, FEES WHICH ARE USED TO SUPPORT THE MISSION OF THE FOUNDATION. PART V, LINE 4: THE FOUNDATION HOLDS ENDOWMENT FUNDS AND BOARD DESIGNATED ENDOWMENTS TO SUPPORT FELLOWSHIPS, EDUCATION PROGRAMS, HEMINGWAY PROGRAMS, THE PROFILE IN COURAGE AWARD, MUSEUM PRESERVATION AND CONSERVATION AND FOR UNRESTRICTED USE. PART X, LINE 2: THE FOUNDATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THUS IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THAT ITS STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED ARE NOT CONSIDERED UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. THE FOUNDATION'S TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 201,097. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 201,097. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2297401 EAST ASIA AND THE PACIFIC 0 0 RESEARCH GRANTS 5000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 RESEARCH GRANTS 6000 0 0 0 0 0 0 2308401 0 2308401 RESEARCH GRANT EAST ASIA AND THE PACIFIC 1 5000 CHECK HEMINGWAY SUPPORT REARCH GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 2 6000 CHECK 1 0 1 0 1 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 ONWARD CONSULTING 1451 GLENMORE AVE BATON ROUGE LA 70808 DEVELOPMENT & FUNDRAISING 0 50000 67500 0 TEAPOT MOUNTAIN ADVISORS 1750 PENNSYLVANIA AVENUE NW 28063 WASHINGTON DC 20038 CONSULTING & SOLICITING 0 0 82192 0 THE AVALON CONSULTING GROUP INC 1011 BAY RIDGE AVE UNIT 323 ANNAPOLIS MD 21403 DIRECT MAIL SERVICES 0 0 46113 0 50000 195805 AL AK AR CA CO CT FL GA HI ID KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI DC MAY DINNER 1583750 1382653 201097 91360 70091 2900 36746 1583750 1382653 201097 91360 70091 2900 36746 201097 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION HAD AN AGREEMENT WITH AVALON CONSULTING GROUP TO REIMBURSE FOR PRINTING, PAPER, ENVELOPES, POSTAGE, AND MAILING LIST RENTAL EXPENSES ASSOCIATED WITH DIRECT MAIL SERVICES. 1 SXD INC 150 W 56TH STREET 3212 NEW YORK NY 10019 880792170 100000 0 EARTHSHOT INNOVATION CHALLENGE: NORTHEAST DIVISION U.S. AWARD MOTHERSHIP MATERIALS CO 7 PENNSYLVANIA PLAZA FLOOR 9 NEW YORK NY 10001 882729399 25000 0 EARTHSHOT INNOVATION CHALLENGE: NORTHEAST DIVISION U.S. AWARD POLYGONE SYSTEMS INC 78 JOHN MILLER WAY UNIT 2004 KEARNY NJ 07032 882152059 25000 0 EARTHSHOT INNOVATION CHALLENGE: NORTHEAST DIVISION U.S. AWARD 0 3 PICA ESSAY FINALISTS 17 19000 INTERN STIPEND EXPENSE - RESEARCH ROOM 1 13800 EARTHSHOT INNOVATION CHALLENGE: NORTHEAST U.S. EDITION JUDGE STIPENDS 19 11500 JFK PUBLIC FORUM MODERATORS 10 10000 ARCHIVES SUPPORT RESEARCH FELLOWSHIPS 5 6500 HEMINGWAY SUPPORT RESEARCH GRANTS 2 2500 PART I, LINE 2: THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION NAMED FELLOWSHIPS ARE DETERMINED BY A COMMITTEE OF THE LIBRARY AND FOUNDATION STAFF BASED ON APPLICATION REVIEW. THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION FUNDS STIPEND-BASED ARCHIVAL INTERNSHIPS EACH YEAR TO CURRENT GRADUATE STUDENTS IN THE FIELDS OF ARCHIVES, LIBRARIES, MUSEUMS, PUBLIC HISTORY, OR DIGITAL MEDIA. THE PROFILE IN COURAGE ESSAY CONTEST (PICA) IS OPEN TO UNITED STATES HIGH SCHOOL STUDENTS IN GRADES NINE THROUGH TWELVE ATTENDING PUBLIC, PRIVATE, PAROCHIAL, OR HOME SCHOOLS; U.S. STUDENTS UNDER THE AGE OF TWENTY ENROLLED IN A HIGH SCHOOL CORRESPONDENCE/GED PROGRAM IN ANY OF THE FIFTY STATES, THE DISTRICT OF COLUMBIA, OR THE U.S. TERRITORIES; AND U.S. CITIZENS ATTENDING SCHOOLS OVERSEAS. ESSAYS MUST DESCRIBE AN ACT OF POLITICAL COURAGE BY A U.S. ELECTED OFFICIAL WHO SERVED DURING OR AFTER 1917, THE YEAR JOHN F. KENNEDY WAS BORN. THE HEMINGWAY GRANTS ARE BASED UPON APPLICATION REVIEW. THE GRANT AMOUNT AWARDED IS BASED UPON THE APPLICANT'S REQUESTED AMOUNT TO PERFORM RESEARCH ON SITE. X X X X X 0 0 0 0 0 0 0 1 0 RACHEL FLOR EXECUTIVE DIRECTOR 353867 0 5000 0 1434 0 28000 0 50712 0 439013 0 0 0 DORIS R DRUMMOND CHIEF FINANCIAL OFFICER 296554 0 5000 0 2337 0 24158 0 45333 0 373382 0 0 0 MAURA HAMMER VP OF DEVELOPMENT 268962 0 5000 0 2337 0 22001 0 18685 0 316985 0 0 0 VALERIE LINSON VP, COMMUNICATIONS & EXTERNAL AFFAIR 198000 0 5000 0 2337 0 16000 0 14021 0 235358 0 0 0 CHRISTINE SIERRA EXEC ASSISTANT & SR. PROJECT MANAGER 107700 0 2000 0 306 0 8800 0 39126 0 157932 0 0 0 EMILY BUTLER ASSOC. DIRECTOR OF DONOR STEWARDSHIP 106171 0 2000 0 857 0 8628 0 39421 0 157077 0 0 0 SARINA SADANA DIR. OF DEVELOPMENT EVENTS & OPS. 128134 0 2000 0 226 0 10354 0 13628 0 154342 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 193804 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 INSPIRE CURRENT AND FUTURE GENERATIONS TO POLITICAL PARTICIPATION AND PUBLIC SERVICE; AND THAT PROMOTE DEBATE AND DISCUSSION OF ISSUES AT THE HEART OF CONTEMPORARY DEMOCRACY THAT RELATE TO THE LEGACY OF PRESIDENT JOHN F. KENNEDY. THE CLOSE RELATIONSHIP BETWEEN THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM AND THE JOHN F. KENNEDY LIBRARY FOUNDATION ILLUSTRATES THE BENEFITS TO SOCIETY AND THE AMERICAN TAXPAYER THAT ACCRUE FROM SUCH PUBLIC/PRIVATE PARTNERSHIPS. MISSION STATEMENT THE PRIMARY MISSION OF THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION IS TO SUPPORT THE WORK OF THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM WHOSE CORE FUNCTION IS TO COLLECT, PRESERVE, AND MAKE ACCESSIBLE FOR RESEARCH THE DOCUMENTS, AUDIOVISUAL MATERIALS, AND HISTORICAL ARTIFACTS OF PRESIDENT KENNEDY, HIS FAMILY, AND HIS CONTEMPORARIES. STRATEGIC PLAN THE JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION HAS COMMITTED TO PLAY A MORE ACTIVE ROLE IN THE PUBLIC SQUARE BY RENEWING PRESIDENT KENNEDY'S "ASK NOT" CHALLENGE AND GALVANIZING A NEW GENERATION OF AMERICANS TO ASK WHAT WE CAN DO FOR OUR COUNTRY AND OUR WORLD. THE FOUNDATION'S STRATEGIC PLAN INCLUDES FORGING INNOVATIVE PARTNERSHIPS TO DEVELOP OUTREACH AND INITIATIVES THAT WILL LEAD THE ORGANIZATION TO: GOAL #1: REACH, INSPIRE AND ACTIVATE EMERGING LEADERS THE JFK LIBRARY FOUNDATION WILL REACH, INSPIRE, AND ACTIVATE NEW AUDIENCES TO ENGAGE WITH AND BUILD ON THE LEGACY OF PRESIDENT KENNEDY AS CITIZENS, LEADERS, AND PUBLIC SERVANTS. GOAL #2: BECOME A LEADER AMONG CULTURAL INSTITUTIONS IN INNOVATIVE VIRTUAL ENGAGEMENT THE JFK LIBRARY FOUNDATION WILL REACH, INSPIRE, AND ACTIVATE NEW AUDIENCES BY BUILDING ON ITS CURRENT DIGITAL OFFERINGS AND CREATING NEW ENGAGEMENT OPPORTUNITIES FOR THOSE WHO CANNOT VISIT THE MUSEUM IN PERSON. GOAL #3: TO BECOME A MORE WELCOMING CULTURAL INSTITUTION THE KENNEDY LIBRARY FOUNDATION WILL PLAY AN ACTIVE ROLE IN EXTENDING PRESIDENT KENNEDY'S COMMITMENT TO BUILDING A MORE JUST, EQUITABLE WORLD BY PROMOTING EQUAL OPPORTUNITY, CENTERING EXPERIENCES OF ALL COMMUNITIES IN THE FOUNDATION'S INTERNAL CULTURE, EXTERNAL ENGAGEMENT STRATEGIES, AND PROGRAMMING, AND PROVIDING EQUAL ACCESS TO THE INSTITUTION'S PROGRAMMING. GOAL #4: GENERATE NEW STREAMS OF FINANCIAL OR IN-KIND SUPPORT AND/OR REVENUE THE KENNEDY LIBRARY FOUNDATION WILL SECURE PHILANTHROPIC SUPPORT FOR AND PURSUE EARNED REVENUE OPPORTUNITIES FROM ITS INITIATIVES TO REACH, INSPIRE, AND ACTIVATE EMERGING LEADERS AND MORE DIVERSE AUDIENCES. FORM 990, PART VI, SECTION A, LINE 2 EDWIN SCHLOSSBERG & TATIANA SCHLOSSBERG - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION STAFF PREPARES TAX INFORMATION AND PROVIDES IT TO A TAX ADVISORY FIRM. THE RETURN IS PREPARED AND REVIEWED BY THE TAX ADVISORY 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 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE, 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 ALSO AVAILABLE ON CANDID.ORG.