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Nonprofit · EIN 53-0206027

SMITHSONIAN INSTITUTE

Tax-exempt · WASHINGTON, DC 20024

Financials

$1.9B$1.6B2022$2B$1.7B2023$1.9B$1.7B2024
Revenue Expenses · by fiscal year end
Financials of SMITHSONIAN INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,911,142,906$1,701,048,762$210,094,144$7,890,524,121$1,381,194,156$6,509,329,965
September 30, 2024990$1,955,619,953$1,679,118,317$276,501,636$7,566,256,722$1,432,391,712$6,133,865,010
September 30, 2023990$1,876,542,577$1,601,797,046$274,745,531$7,198,888,846$1,509,141,868$5,689,746,978
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$1,533,389,564
of which government grants
$1,337,081,967
Membership dues
$26,788,016
Program service revenue
$111,804,663
Investment income
$184,606,105
Royalties
$16,678,518
Net rental income
$8,453,601
Net gain from sales of assets
$132,371,700
Net income from fundraising events
-$956,783
Net income from sales of inventory
$43,621,606
Other revenue
$81,342,574

Expenses

Grants and similar amounts paid
$20,125,960
Compensation of officers, directors and key employees
$7,698,874
Other salaries and wages
$654,461,978
Salaries, compensation and benefits (total)
$874,644,642
Professional fundraising fees
$2,552,758
Legal fees
$714,585
Accounting fees
$858,971
Occupancy
$98,686,544
Travel
$17,336,086
Depreciation
$206,625,953
Program services (functional)
$1,271,355,700
Management and general (functional)
$336,177,019
Fundraising (functional)
$93,516,043

Balance sheet and other

Total assets, start of year
$7,566,256,722
Total assets, end of year
$7,890,524,121
Total liabilities, end of year
$1,381,194,156
Net assets, end of year
$6,509,329,965
Land, buildings and equipment
$3,145,271,297
Publicly traded securities
-$287,652
Net assets without donor restrictions
$3,402,753,246
Net assets with donor restrictions
$3,106,576,719
Gross unrelated business income
$20,727,744
Gross receipts
$2,516,430,871
Employees
7,334
Volunteers
100,729
Year formed
1846

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LONNIE G BUNCH IIISECRETARY OF THE SMITHSONIAN
Officer
50$960,266$77,789
AMY CHENCHIEF INVESTMENT OFFICER
Key employee
50$738,911$52,240
MEROE PARKDEPUTY SECRETARY & COO
Officer
50$640,049$52,002
CAROL LEBLANCPRESIDENT, SMITHSONIAN ENTERPRISES
Key employee
50$608,701$23,989
RONALD CORTEZUNDER SEC FOR FIN/ADMIN/CFO
Officer
50$533,297$80,076
ROBERT SPILLERASSISTANT SECRETARY FOR ADVANCEMENT
Key employee
50$462,163$93,933
MELISSA CHIUDIR, HIRSHHORN MUSEUM & SCULPTURE GAR
Highest-paid employee
50$478,729$76,925
STEPHANIE STEBICHSR ADV TO THE UNDER SEC MUSEUMS/CULTURE
Highest-paid employee
50$493,192$52,658
CHASE ROBINSONDIR, NATIONAL MUSEUM OF ASIAN ART
Highest-paid employee
50$476,187$64,337
KEVIN GOVERUNDER SEC FOR MUSEUMS & CULTURE
Key employee
50$458,854$80,076
JEFFREY SMITHMANAGING DIR, OFFICE OF INVESTMENTS
Highest-paid employee
50$449,717$84,471
ELLEN STOFANUNDER SEC FOR SCIENCE & RESEARCH
Key employee
50$458,300$75,819
JENNIFER MCINTYRECHIEF LEGAL OFFICER
Officer
50$426,491$84,317
RAYMOND MOORESR VICE PRESIDENT, RETAIL GROUP
Highest-paid employee
50$422,511$44,318
JULISSA MARENCOASST SEC FOR COMMS & EXT AFF/CHIEF MKT OFC
Key employee
50$317,865$75,935
25 more people on this return
NameTitleHours / weekCompensationOther / benefits
PORTER WILKINSONCOUNSELOR/CHIEF OF STAFF TO THE REGENTS
Officer
50$257,032$35,313
NICOLE ANGARELLAINSPECTOR GENERAL
Officer
50$261,284$18,467
DEREK ROSSDIR, OFC OF PLNG, DSGN & CONSTRUCTION
Key employee
50$240,056$36,250
FARLEIGH EARHART THRU 31024GENERAL COUNSEL (ACTING)
Former
50$241,410$28,626
JOAN MOCKERIDGE THRU 51924INSPECTOR GENERAL (ACTING)
Former
50$214,190$38,288
CHARLES ALCOCKDIR, SMITHSONIAN ASTROPHYS OBSV (FMR)
Former
50$181,231$22,569
DR RISA J LAVIZZO-MOUREYREGENT
Trustee or director
2$0$0
HONORABLE ADRIAN SMITHREGENT
Trustee or director
2$0$0
HONORABLE BARBARA BARRETTREGENT
Trustee or director
2$0$0
HONORABLE CARLOS GIMENEZREGENT
Trustee or director
2$0$0
HONORABLE CATHERINE CORTEZ MASTOREGENT
Trustee or director
2$0$0
HONORABLE DORIS MATSUIREGENT
Trustee or director
2$0$0
HONORABLE GARRETT GRAVES THRU 1325REGENT
Trustee or director
2$0$0
HONORABLE GARY PETERSREGENT
Trustee or director
2$0$0
HONORABLE JD VANCEREGENT
Trustee or director
2$0$0
HONORABLE JOHN BOOZMANREGENT
Trustee or director
2$0$0
HONORABLE JOHN G ROBERTS JRREGENT
Trustee or director
2$0$0
HONORABLE KAMALA HARRIS THRU 11925REGENT
Trustee or director
2$0$0
MR FRANKLIN RAINESREGENT
Trustee or director
2$0$0
MR JOHN M FAHEYREGENT
Trustee or director
2$0$0
MR MICHAEL GOVANREGENT
Trustee or director
2$0$0
MR MICHAEL M LYNTONREGENT
Trustee or director
2$0$0
MR ROGER W FERGUSON JRREGENT
Trustee or director
2$0$0
MS DENISE M O'LEARYREGENT
Trustee or director
2$0$0
MS TONI C BUSHREGENT
Trustee or director
2$0$0
990 for the year ended September 30, 2024: 46 people
NameTitleHours / weekCompensationOther / benefits
AMY CHENCHIEF INVESTMENT OFFICER
Key employee
50$1,147,877$50,140
MR LONNIE G BUNCH IIISECRETARY OF THE SMITHSONIAN
Officer
50$915,469$74,097
JEFFREY SMITHINVESTMENT OFFICER
Highest-paid employee
50$699,892$83,045
MICHAEL GIOVENCOINVESTMENT OFFICER
Highest-paid employee
50$647,978$50,448
MEROE PARKDEPUTY SECRETARY & COO
Officer
50$613,661$49,924
RYAN DOTSONINVESTMENT OFFICER
Highest-paid employee
50$573,416$83,296
CAROL LEBLANCPRESIDENT, SMITHSONIAN ENTERPRISES
Key employee
50$530,461$71,065
RONALD CORTEZUNDER SEC FOR FIN/ADMIN & CFO
Officer
50$482,777$76,133
MELISSA CHIUDIR, HIRSHHORN MUSEUM & SCULPTUE GARDEN
Highest-paid employee
50$459,518$73,135
ROBERT SPILLERASSISTANT SECRETARY FOR ADVANCEMENT
Key employee
50$443,009$88,679
CHASE ROBINSONDIR SACKLER GALLERY/FREER
Highest-paid employee
50$456,096$59,781
KEVIN GOVERUNDER SEC FOR HISTORY & CULTURE
Key employee
50$439,538$76,133
ELLEN STOFANUNDER SEC FOR SCIENCE & RESEARCH
Key employee
50$438,975$70,662
RICHARD KURIN THRU 93019FMR, SR. SCHOLAR AND AMB-AT-LARGE
Former
50$365,110$73,204
JULISSA MARENCOASST SEC. FOR COMM/EXT AFFAIRS & CMO
Key employee
50$301,376$71,847
ZULLY DORR THRU 093019FMR, ACTING ASST SEC. FOR ADVANCEMENT
Former
50$244,297$59,498
CATHY HELM THRU 90123FMR, INSPECTOR GENERAL
Former
50$273,332$18,574
PORTER WILKINSONCHIEF OF STAFF TO THE REGENTS
Officer
50$253,749$36,039
DEREK ROSSDIR, OFC OF PLNG, DSGN & CONST
Key employee
50$226,105$35,761
FARLEIGH EARHARTGENERAL COUNSEL (ACTING)
Officer
50$222,203$26,362
DOUGLAS HALL THRU 93022FMR, ACTING UNDER SEC. FOR ADMINISTR
Former
50$210,307$33,913
JOAN MOCKERIDGEINSPECTOR GENERAL (ACTING)
Officer
50$205,308$35,434
CHARLES ALCOCK THRU 123120FMR DIR, HARVARD-SMITHSONIAN CENTER
Former
50$176,054$22,083
ROGER BRISSENDEN THRU 33121FMR, ACTING UNDER SEC. FOR SCI & RSC
Former
50$195,182$0
JUDITH LEONARD THRU 30123FMR, GENERAL COUNSEL
Former
50$162,095$19,850
ERA MARSHALL THRU 93019FMR DIR, EQUAL EMPLOYMENT & SUPPLIER DIVERSITY
Former
50$134,535$1,759
NANCY BECHTOL THRU 123022FMR DIR, SMITHSONIAN FACIILITIES
Former
50$104,371$1,948
HONORABLE JOHN G ROBERTS JRREGENT
Trustee or director
2$0$0
HONORABLE KAMALA D HARRISREGENT
Trustee or director
2$0$0
HONORABLE JOHN BOOZMANREGENT
Trustee or director
2$0$0
HONORABLE CATHERINE CORTEZ MASTOREGENT
Trustee or director
2$0$0
HONORABLE GARY PETERSREGENT
Trustee or director
2$0$0
HONORABLE GARRET GRAVESREGENT
Trustee or director
2$0$0
HONORABLE DORIS MATSUIREGENT
Trustee or director
2$0$0
HONORABLE ADRIAN SMITHREGENT
Trustee or director
2$0$0
HONORABLE BARBARA M BARRETTREGENT
Trustee or director
3$0$0
MS TONI BUSHREGENT
Trustee or director
2$0$0
MR JOHN FAHEYREGENT
Trustee or director
3$0$0
MR ROGER W FERGUSON JRREGENT
Trustee or director
3$0$0
MR MICHEAL GOVANREGENT
Trustee or director
3$0$0
DR RISA J LAVIZZO-MOUREYREGENT
Trustee or director
3$0$0
MR MICHAEL M LYNTONREGENT
Trustee or director
3$0$0
MS DENISE M O'LEARYREGENT
Trustee or director
2$0$0
MR FRANKLIN D RAINESREGENT
Trustee or director
2$0$0
JENNIFER MCINTYRECHIEF LEGAL OFFICER
Officer
50$0$0
NICOLE ANGARELLAINSPECTOR GENERAL
Officer
50$0$0
990 for the year ended September 30, 2023: 47 people
NameTitleHours / weekCompensationOther / benefits
AMY CHENCHIEF INVESTMENT OFFICER
Key employee
50$1,110,792$46,520
MR LONNIE G BUNCH IIISECRETARY OF THE SMITHSONIAN
Officer
50$861,379$68,391
JEFFREY SMITHINVESTMENT OFFICER
Highest-paid employee
50$680,092$77,914
RYAN DOTSONINVESTMENT OFFICER
Highest-paid employee
50$612,491$72,870
MICHAEL GIOVENCOINVESTMENT OFFICER
Highest-paid employee
50$625,494$47,991
MEROE PARKDEPUTY SECRETARY & COO
Officer
50$580,769$46,288
MELISSA CHIUDIR, HIRSHHORN MUSEUM & SCULPTURE GARDEN
Highest-paid employee
50$435,857$79,902
ROBERT SPILLERASSISTANT SECRETARY FOR ADVANCEMENT
Key employee
50$427,363$82,713
JOSHUA TEWKSBURYDIRECTOR, STRI
Highest-paid employee
50$455,421$54,363
KEVIN GOVERUNDER SEC FOR HISTORY & CULTURE
Key employee
50$422,643$70,188
ELLEN STOFANUNDER SEC FOR SCIENCE & RESEARCH
Key employee
50$422,915$66,402
RONALD CORTEZUNDER SEC FOR FIN/ADMIN & CFO
Officer
50$417,084$70,316
RICHARD KURIN THRU 93019FMR, ACT UNDER SEC MUSEUMS & RESEARCH/PROVOST
Former
50$365,033$68,429
CAROL LEBLANCPRESIDENT, SMITHSONIAN ENTERPRISES
Key employee
50$387,874$44,500
JULISSA MARENCOASST SEC. FOR COMM/EXT AFFAIRS & CMO
Key employee
50$273,141$64,595
JUDITH LEONARDGENERAL COUNSEL
Officer
50$286,288$51,035
ROGER BRISSENDEN THRU 31321FMR, ACTING UNDER SEC. FOR SCI & RSCH
Former
50$299,111$2,618
JANICE LAMBERTCHIEF FINANCIAL OFFICER
Key employee
50$247,796$39,672
ZULLY DORR THRU 093019FMR, ACTING ASST SEC. FOR ADVANCEMENT
Former
50$231,070$55,660
PORTER WILKINSONCHIEF OF STAFF TO THE REGENTS
Officer
50$251,361$34,961
DERON BURBAFMR, CHIEF INFORMATION OFFICER
Former
50$219,176$60,497
ERA MARSHALL THRU 93018FMR, DIR OF EQUAL EMPLOYMENT & MINORITY AFFAIRS
Former
50$241,693$21,154
CATHY HELMINSPECTOR GENERAL
Officer
50$233,481$24,631
JOHN LAPIANA THRU 93018FMR, ACTING ASST SEC. FOR COMM/EXT AFFAIRS
Former
50$213,882$40,566
NANCY BECHTOLDIRECTOR, SMITHSONIAN FACILITIES
Key employee
50$215,593$29,419
FARLEIGH EARHARTGENERAL COUNSEL (ACTING)
Officer
50$209,443$24,413
DOUGLAS HALLFMR, ACTING UNDER SEC. FOR ADMINISTRATION
Former
50$197,469$34,432
JOAN MOCKERIDGEINSPECTOR GENERAL (ACTING)
Officer
50$197,538$34,296
CHARLES ALCOCK THRU 123120FMR DIR, HARVARD-SMITHSONIAN CENTER ASTROPHYS
Former
50$176,004$22,269
HONORABLE JOHN G ROBERTS JRREGENT
Trustee or director
2$0$0
HONORABLE KAMALA D HARRISREGENT
Trustee or director
2$0$0
HONORABLE JOHN BOOZMANREGENT
Trustee or director
2$0$0
HONORABLE CATHERINE CORTEZ MASTOREGENT
Trustee or director
2$0$0
HONORABLE DORIS MATSUIREGENT
Trustee or director
2$0$0
HONORABLE ADRIAN SMITHREGENT
Trustee or director
2$0$0
HONORABLE BARBARA M BARRETTREGENT
Trustee or director
3$0$0
MR STEVE CASEREGENT (UNTIL 04/25/2023
Trustee or director
10$0$0
MR JOHN FAHEYREGENT
Trustee or director
3$0$0
MR ROGER W FERGUSON JRREGENT
Trustee or director
3$0$0
MR MICHEAL GOVANREGENT
Trustee or director
3$0$0
DR RISA J LAVIZZO-MOUREYREGENT
Trustee or director
3$0$0
MR MICHAEL M LYNTONREGENT
Trustee or director
3$0$0
MS DENISE M O'LEARYREGENT
Trustee or director
2$0$0
MR FRANKLIN D RAINESREGENT
Trustee or director
2$0$0
HONORABLE GARY PETERSREGENT
Trustee or director
2$0$0
HONORABLE GARRET GRAVESREGENT
Trustee or director
2$0$0
MS TONI BUSHREGENT
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
600 MARYLAND AVENUE SW, WASHINGTON, DC 20024-2520
In care of
% SUSIE BURGESS
Principal officer (990 for 2024)
LONNIE G BUNCH III, 600 MARYLAND AVENUE SW, WASHINGTON, DC 20024
Signed the 990
RONALD CORTEZ, UNDER SECRETARY FOR FIN/ADMIN & CFO
Phone
(202) 633-1000
Website
WWW.SI.EDU
Return prepared by
KPMG LLP

Mission

*INCREASE AND DIFFUSION OF KNOWLEDGE* IS THE MISSION SET FORTH BY JAMES SMITHSON. THE SMITHSONIAN ENDEAVORS TO SHAPE THE FUTURE BY PRESERVING OUR HERITAGE, DISCOVERING NEW KNOWLEDGE, AND SHARING OUR RESOURCES WITH THE WORLD.

990 for the year ended September 30, 2025

Program accomplishments

  • RESEARCH AND COLLECTIONS (SEE SCHEDULE O)
    Expenses $699,785,051 · grants $18,773,331 · revenue $49,613,933
  • EDUCATION, PUBLIC PROGRAMS AND EXHIBITIONS (SEE SCHEDULE O)
    Expenses $445,439,271 · grants $1,352,629 · revenue $38,312,299
  • MEMBERSHIP (SEE SCHEDULE O)
    Expenses $126,131,378 · revenue $50,752,503

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
53-0206027
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1924
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,890,524,121
Income (IRS master file)
$2,516,430,871

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,911,142,906$1,701,048,762$7,890,524,121XML
990-TSeptember 2025–––IRS
990September 2024$1,955,619,953$1,679,118,317$7,566,256,722XML
990-TSeptember 2024–––IRS
990September 2023$1,876,542,577$1,601,797,046$7,198,888,846XML
990-TSeptember 2023–––IRS
990September 2022$1,855,983,046$1,487,646,437$6,953,060,016IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 53-0206027).

Questions about SMITHSONIAN INSTITUTE

What is the EIN of SMITHSONIAN INSTITUTE?
The employer identification number (EIN) of SMITHSONIAN INSTITUTE is 53-0206027.
Is SMITHSONIAN INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1924.
Are donations to SMITHSONIAN INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SMITHSONIAN INSTITUTE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SMITHSONIAN INSTITUTE due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SMITHSONIAN INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of SMITHSONIAN INSTITUTE?
The 990 for the year ended September 30, 2025 names LONNIE G BUNCH III.
Who are the officers and directors of SMITHSONIAN INSTITUTE?
The 990 for the year ended September 30, 2025 lists 40 people; 21 received compensation from the organization, the highest $960,266 (LONNIE G BUNCH III, SECRETARY OF THE SMITHSONIAN).
How much revenue does SMITHSONIAN INSTITUTE have?
On its 990 for the year ended September 30, 2025 it reported revenue of $1,911,142,906, expenses of $1,701,048,762 and total assets of $7,890,524,121 at year end.

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