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Nonprofiteer
← SMITHSONIAN INSTITUTE

Form 990 for tax year 2022

Filed by SMITHSONIAN INSTITUTE.

Totals

Total revenue
$1,876,542,577
Total expenses
$1,601,797,046
Contributions and grants received
$1,639,379,712
Grants paid
$16,736,496
Program services expenses (Part IX)
$1,210,067,298
Management and general expenses
$315,077,086
Fundraising expenses
$76,652,662
Program service expenses (Part III)
$1,210,067,298

Program services were 75.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HONORABLE JOHN G ROBERTS JR

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE KAMALA D HARRIS

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE JOHN BOOZMAN

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE CATHERINE CORTEZ MASTO

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE DORIS MATSUI

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE ADRIAN SMITH

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE BARBARA M BARRETT

    REGENT

    Total calculated
    $0
    Hours/week
    3

  • MR STEVE CASE

    REGENT (UNTIL 04/25/2023

    Total calculated
    $0
    Hours/week
    10

  • MR JOHN FAHEY

    REGENT

    Total calculated
    $0
    Hours/week
    3

  • MR ROGER W FERGUSON JR

    REGENT

    Total calculated
    $0
    Hours/week
    3

  • MR MICHEAL GOVAN

    REGENT

    Total calculated
    $0
    Hours/week
    3

  • DR RISA J LAVIZZO-MOUREY

    REGENT

    Total calculated
    $0
    Hours/week
    3

  • MR MICHAEL M LYNTON

    REGENT

    Total calculated
    $0
    Hours/week
    3

  • MS DENISE M O'LEARY

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • MR FRANKLIN D RAINES

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE GARY PETERS

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE GARRET GRAVES

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • MS TONI BUSH

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • MR LONNIE G BUNCH III

    SECRETARY OF THE SMITHSONIAN

    Total calculated
    $929,770
    From this org
    $861,379
    From related orgs
    $0
    Other
    $68,391
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $827,727
    Bonus
    $25,000
    Other
    $8,652
    Deferred
    $44,500
    Nontaxable benefits
    $23,891
    Filer's total
    $929,770

  • MEROE PARK

    DEPUTY SECRETARY & COO

    Total calculated
    $627,057
    From this org
    $580,769
    From related orgs
    $0
    Other
    $46,288
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $563,963
    Bonus
    $15,000
    Other
    $1,806
    Deferred
    $44,500
    Nontaxable benefits
    $1,788
    Filer's total
    $627,057

  • RONALD CORTEZ

    UNDER SEC FOR FIN/ADMIN & CFO

    Total calculated
    $487,400
    From this org
    $417,084
    From related orgs
    $0
    Other
    $70,316
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $414,114
    Bonus
    $0
    Other
    $2,970
    Deferred
    $44,500
    Nontaxable benefits
    $25,816
    Filer's total
    $487,400

  • JUDITH LEONARD

    GENERAL COUNSEL

    Total calculated
    $337,323
    From this org
    $286,288
    From related orgs
    $0
    Other
    $51,035
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $270,740
    Bonus
    $10,000
    Other
    $5,548
    Deferred
    $39,146
    Nontaxable benefits
    $11,889
    Filer's total
    $337,323

  • PORTER WILKINSON

    CHIEF OF STAFF TO THE REGENTS

    Total calculated
    $286,322
    From this org
    $251,361
    From related orgs
    $0
    Other
    $34,961
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,122
    Bonus
    $10,000
    Other
    $239
    Deferred
    $33,682
    Nontaxable benefits
    $1,279
    Filer's total
    $286,322

  • CATHY HELM

    INSPECTOR GENERAL

    Total calculated
    $258,112
    From this org
    $233,481
    From related orgs
    $0
    Other
    $24,631
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $233,481
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,631
    Filer's total
    $258,112

  • FARLEIGH EARHART

    GENERAL COUNSEL (ACTING)

    Total calculated
    $233,856
    From this org
    $209,443
    From related orgs
    $0
    Other
    $24,413
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $199,443
    Bonus
    $10,000
    Other
    $0
    Deferred
    $10,142
    Nontaxable benefits
    $14,271
    Filer's total
    $233,856

  • JOAN MOCKERIDGE

    INSPECTOR GENERAL (ACTING)

    Total calculated
    $231,834
    From this org
    $197,538
    From related orgs
    $0
    Other
    $34,296
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,538
    Bonus
    $10,000
    Other
    $0
    Deferred
    $9,845
    Nontaxable benefits
    $24,451
    Filer's total
    $231,834

  • AMY CHEN

    CHIEF INVESTMENT OFFICER

    Total calculated
    $1,157,312
    From this org
    $1,110,792
    From related orgs
    $0
    Other
    $46,520
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $431,578
    Bonus
    $673,880
    Other
    $5,334
    Deferred
    $44,500
    Nontaxable benefits
    $2,020
    Filer's total
    $1,157,312

  • NANCY BECHTOL

    DIRECTOR, SMITHSONIAN FACILITIES

    Total calculated
    $245,012
    From this org
    $215,593
    From related orgs
    $0
    Other
    $29,419
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,562
    Bonus
    $3,749
    Other
    $1,282
    Deferred
    $28,445
    Nontaxable benefits
    $974
    Filer's total
    $245,012

  • ROBERT SPILLER

    ASSISTANT SECRETARY FOR ADVANCEMENT

    Total calculated
    $510,076
    From this org
    $427,363
    From related orgs
    $0
    Other
    $82,713
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $415,557
    Bonus
    $10,000
    Other
    $1,806
    Deferred
    $44,500
    Nontaxable benefits
    $38,213
    Filer's total
    $510,076

  • ELLEN STOFAN

    UNDER SEC FOR SCIENCE & RESEARCH

    Total calculated
    $489,317
    From this org
    $422,915
    From related orgs
    $0
    Other
    $66,402
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $414,952
    Bonus
    $5,000
    Other
    $2,963
    Deferred
    $44,500
    Nontaxable benefits
    $21,902
    Filer's total
    $489,317

  • KEVIN GOVER

    UNDER SEC FOR HISTORY & CULTURE

    Total calculated
    $492,831
    From this org
    $422,643
    From related orgs
    $0
    Other
    $70,188
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $411,943
    Bonus
    $5,000
    Other
    $5,700
    Deferred
    $44,500
    Nontaxable benefits
    $25,688
    Filer's total
    $492,831

  • CAROL LEBLANC

    PRESIDENT, SMITHSONIAN ENTERPRISES

    Total calculated
    $432,374
    From this org
    $387,874
    From related orgs
    $0
    Other
    $44,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $387,874
    Bonus
    $0
    Other
    $0
    Deferred
    $44,500
    Nontaxable benefits
    $0
    Filer's total
    $432,374

  • JULISSA MARENCO

    ASST SEC. FOR COMM/EXT AFFAIRS & CMO

    Total calculated
    $337,736
    From this org
    $273,141
    From related orgs
    $0
    Other
    $64,595
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $262,737
    Bonus
    $10,000
    Other
    $404
    Deferred
    $39,146
    Nontaxable benefits
    $25,449
    Filer's total
    $337,736

  • JANICE LAMBERT

    CHIEF FINANCIAL OFFICER

    Total calculated
    $287,468
    From this org
    $247,796
    From related orgs
    $0
    Other
    $39,672
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $243,250
    Bonus
    $4,000
    Other
    $546
    Deferred
    $35,771
    Nontaxable benefits
    $3,901
    Filer's total
    $287,468

  • JEFFREY SMITH

    INVESTMENT OFFICER

    Total calculated
    $758,006
    From this org
    $680,092
    From related orgs
    $0
    Other
    $77,914
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,171
    Bonus
    $412,500
    Other
    $421
    Deferred
    $40,587
    Nontaxable benefits
    $37,327
    Filer's total
    $758,006

  • MICHAEL GIOVENCO

    INVESTMENT OFFICER

    Total calculated
    $673,485
    From this org
    $625,494
    From related orgs
    $0
    Other
    $47,991
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $253,671
    Bonus
    $371,250
    Other
    $573
    Deferred
    $36,228
    Nontaxable benefits
    $11,763
    Filer's total
    $673,485

  • RYAN DOTSON

    INVESTMENT OFFICER

    Total calculated
    $685,361
    From this org
    $612,491
    From related orgs
    $0
    Other
    $72,870
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,992
    Bonus
    $371,250
    Other
    $249
    Deferred
    $36,229
    Nontaxable benefits
    $36,641
    Filer's total
    $685,361

  • JOSHUA TEWKSBURY

    DIRECTOR, STRI

    Total calculated
    $509,784
    From this org
    $455,421
    From related orgs
    $0
    Other
    $54,363
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $324,648
    Bonus
    $130,000
    Other
    $773
    Deferred
    $43,500
    Nontaxable benefits
    $10,863
    Filer's total
    $509,784

  • MELISSA CHIU

    DIR, HIRSHHORN MUSEUM & SCULPTURE GARDEN

    Total calculated
    $515,759
    From this org
    $435,857
    From related orgs
    $0
    Other
    $79,902
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $431,762
    Bonus
    $3,000
    Other
    $1,095
    Deferred
    $44,500
    Nontaxable benefits
    $35,402
    Filer's total
    $515,759

  • RICHARD KURIN THRU 93019

    FMR, ACT UNDER SEC MUSEUMS & RESEARCH/PROVOST

    Total calculated
    $433,462
    From this org
    $365,033
    From related orgs
    $0
    Other
    $68,429
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $344,574
    Bonus
    $13,000
    Other
    $7,459
    Deferred
    $51,460
    Nontaxable benefits
    $16,969
    Filer's total
    $433,462

  • ERA MARSHALL THRU 93018

    FMR, DIR OF EQUAL EMPLOYMENT & MINORITY AFFAIRS

    Total calculated
    $262,847
    From this org
    $241,693
    From related orgs
    $0
    Other
    $21,154
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,319
    Bonus
    $46,374
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,154
    Filer's total
    $262,847

  • ZULLY DORR THRU 093019

    FMR, ACTING ASST SEC. FOR ADVANCEMENT

    Total calculated
    $286,730
    From this org
    $231,070
    From related orgs
    $0
    Other
    $55,660
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,070
    Bonus
    $3,000
    Other
    $0
    Deferred
    $33,282
    Nontaxable benefits
    $22,378
    Filer's total
    $286,730

  • DERON BURBA

    FMR, CHIEF INFORMATION OFFICER

    Total calculated
    $279,673
    From this org
    $219,176
    From related orgs
    $0
    Other
    $60,497
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $214,269
    Bonus
    $4,000
    Other
    $907
    Deferred
    $30,870
    Nontaxable benefits
    $29,627
    Filer's total
    $279,673

  • JOHN LAPIANA THRU 93018

    FMR, ACTING ASST SEC. FOR COMM/EXT AFFAIRS

    Total calculated
    $254,448
    From this org
    $213,882
    From related orgs
    $0
    Other
    $40,566
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,577
    Bonus
    $2,000
    Other
    $1,305
    Deferred
    $28,902
    Nontaxable benefits
    $11,664
    Filer's total
    $254,448

  • DOUGLAS HALL

    FMR, ACTING UNDER SEC. FOR ADMINISTRATION

    Total calculated
    $231,901
    From this org
    $197,469
    From related orgs
    $0
    Other
    $34,432
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $192,469
    Bonus
    $5,000
    Other
    $0
    Deferred
    $10,142
    Nontaxable benefits
    $24,290
    Filer's total
    $231,901

  • CHARLES ALCOCK THRU 123120

    FMR DIR, HARVARD-SMITHSONIAN CENTER ASTROPHYS

    Total calculated
    $198,273
    From this org
    $176,004
    From related orgs
    $0
    Other
    $22,269
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,517
    Bonus
    $3,500
    Other
    $2,987
    Deferred
    $21,468
    Nontaxable benefits
    $801
    Filer's total
    $198,273

  • ROGER BRISSENDEN THRU 31321

    FMR, ACTING UNDER SEC. FOR SCI & RSCH

    Total calculated
    $301,729
    From this org
    $299,111
    From related orgs
    $0
    Other
    $2,618
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $282,111
    Bonus
    $17,000
    Other
    $0
    Deferred
    $2,334
    Nontaxable benefits
    $284
    Filer's total
    $301,729

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
CHARTERED TRAVEL FOR BONA-FIDE BUSINESS PURPOSES WAS AUTHORIZED FOR TWO KEY EMPLOYEES WHEN THE CIRCUMSTANCES OF THEIR TRAVEL MET THE REQUIREMENTS OF THE SMITHSONIAN'S POLICY FOR SUCH TRAVEL. CHARTERED CLASS TRAVEL WAS APPROVED IN EACH INSTANCE BY THAT INDIVIDUAL'S DESIGNATED "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.
PART I, LINE 7
OFFICE OF INVESTMENTS INCENTIVE PLAN: THE INCENTIVE PLAN PAYOUT IS BASED ON PRE-DETERMINED GOALS. QUANTITATIVE GOALS COMPARE OUR PORTFOLIO PERFORMANCE TO A POLICY BENCHMARK OVER A THREE YEAR PERIOD, AND QUALITATIVE GOALS ARE ESTABLISHED ANNUALLY FOR EACH EMPLOYEE. A SET FORMULA IS USED TO CALCULATE THE FINAL PAYOUT, AND QUANTITATIVE RESULTS ARE AUDITED BEFORE REGENT APPROVAL.
PART II: COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL
NAME: CHARLES ALCOCK COMPENSATION FROM UNRELATED ORGANIZATION: 177,482 NAME OF UNRELATED ORGANIZATION: HARVARD UNIVERSITY

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202442289349302354

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.