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Nonprofiteer
← SMITHSONIAN INSTITUTE

Form 990 for tax year 2023

Filed by SMITHSONIAN INSTITUTE.

Totals

Total revenue
$1,955,619,953
Total expenses
$1,679,118,317
Contributions and grants received
$1,635,380,759
Grants paid
$18,009,379
Program services expenses (Part IX)
$1,276,726,998
Management and general expenses
$313,651,914
Fundraising expenses
$88,739,405
Program service expenses (Part III)
$1,276,726,998

Program services were 76.0% 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 GARY PETERS

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE GARRET GRAVES

    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

  • MS TONI BUSH

    REGENT

    Total calculated
    $0
    Hours/week
    2

  • 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

  • MR LONNIE G BUNCH III

    SECRETARY OF THE SMITHSONIAN

    Total calculated
    $989,566
    From this org
    $915,469
    From related orgs
    $0
    Other
    $74,097
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $876,817
    Bonus
    $30,000
    Other
    $8,652
    Deferred
    $48,090
    Nontaxable benefits
    $26,007
    Filer's total
    $989,566

  • MEROE PARK

    DEPUTY SECRETARY & COO

    Total calculated
    $663,585
    From this org
    $613,661
    From related orgs
    $0
    Other
    $49,924
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $586,855
    Bonus
    $25,000
    Other
    $1,806
    Deferred
    $48,090
    Nontaxable benefits
    $1,834
    Filer's total
    $663,585

  • RONALD CORTEZ

    UNDER SEC FOR FIN/ADMIN & CFO

    Total calculated
    $558,910
    From this org
    $482,777
    From related orgs
    $0
    Other
    $76,133
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $475,670
    Bonus
    $4,000
    Other
    $3,107
    Deferred
    $48,090
    Nontaxable benefits
    $28,043
    Filer's total
    $558,910

  • PORTER WILKINSON

    CHIEF OF STAFF TO THE REGENTS

    Total calculated
    $289,788
    From this org
    $253,749
    From related orgs
    $0
    Other
    $36,039
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,486
    Bonus
    $5,000
    Other
    $263
    Deferred
    $34,687
    Nontaxable benefits
    $1,352
    Filer's total
    $289,788

  • FARLEIGH EARHART

    GENERAL COUNSEL (ACTING)

    Total calculated
    $248,565
    From this org
    $222,203
    From related orgs
    $0
    Other
    $26,362
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,203
    Bonus
    $15,000
    Other
    $0
    Deferred
    $10,553
    Nontaxable benefits
    $15,809
    Filer's total
    $248,565

  • JOAN MOCKERIDGE

    INSPECTOR GENERAL (ACTING)

    Total calculated
    $240,742
    From this org
    $205,308
    From related orgs
    $0
    Other
    $35,434
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,308
    Bonus
    $10,000
    Other
    $0
    Deferred
    $9,887
    Nontaxable benefits
    $25,547
    Filer's total
    $240,742

  • JENNIFER MCINTYRE

    CHIEF LEGAL OFFICER

    Total calculated
    $0
    Hours/week
    50

  • NICOLE ANGARELLA

    INSPECTOR GENERAL

    Total calculated
    $0
    Hours/week
    50

  • AMY CHEN

    CHIEF INVESTMENT OFFICER

    Total calculated
    $1,198,017
    From this org
    $1,147,877
    From related orgs
    $0
    Other
    $50,140
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $448,943
    Bonus
    $693,600
    Other
    $5,334
    Deferred
    $48,090
    Nontaxable benefits
    $2,050
    Filer's total
    $1,198,017

  • ROBERT SPILLER

    ASSISTANT SECRETARY FOR ADVANCEMENT

    Total calculated
    $531,688
    From this org
    $443,009
    From related orgs
    $0
    Other
    $88,679
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $432,737
    Bonus
    $7,500
    Other
    $2,772
    Deferred
    $48,090
    Nontaxable benefits
    $40,589
    Filer's total
    $531,688

  • KEVIN GOVER

    UNDER SEC FOR HISTORY & CULTURE

    Total calculated
    $515,671
    From this org
    $439,538
    From related orgs
    $0
    Other
    $76,133
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $428,559
    Bonus
    $5,000
    Other
    $5,979
    Deferred
    $48,090
    Nontaxable benefits
    $28,043
    Filer's total
    $515,671

  • ELLEN STOFAN

    UNDER SEC FOR SCIENCE & RESEARCH

    Total calculated
    $509,637
    From this org
    $438,975
    From related orgs
    $0
    Other
    $70,662
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $431,868
    Bonus
    $4,000
    Other
    $3,107
    Deferred
    $48,090
    Nontaxable benefits
    $22,572
    Filer's total
    $509,637

  • JULISSA MARENCO

    ASST SEC. FOR COMM/EXT AFFAIRS & CMO

    Total calculated
    $373,223
    From this org
    $301,376
    From related orgs
    $0
    Other
    $71,847
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $295,910
    Bonus
    $5,000
    Other
    $466
    Deferred
    $44,134
    Nontaxable benefits
    $27,713
    Filer's total
    $373,223

  • DEREK ROSS

    DIR, OFC OF PLNG, DSGN & CONST

    Total calculated
    $261,866
    From this org
    $226,105
    From related orgs
    $0
    Other
    $35,761
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $221,105
    Bonus
    $5,000
    Other
    $0
    Deferred
    $10,522
    Nontaxable benefits
    $25,239
    Filer's total
    $261,866

  • CAROL LEBLANC

    PRESIDENT, SMITHSONIAN ENTERPRISES

    Total calculated
    $601,526
    From this org
    $530,461
    From related orgs
    $0
    Other
    $71,065
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $401,682
    Bonus
    $127,010
    Other
    $1,769
    Deferred
    $48,750
    Nontaxable benefits
    $22,315
    Filer's total
    $601,526

  • JEFFREY SMITH

    INVESTMENT OFFICER

    Total calculated
    $782,937
    From this org
    $699,892
    From related orgs
    $0
    Other
    $83,045
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $276,560
    Bonus
    $422,892
    Other
    $440
    Deferred
    $41,874
    Nontaxable benefits
    $41,171
    Filer's total
    $782,937

  • MICHAEL GIOVENCO

    INVESTMENT OFFICER

    Total calculated
    $698,426
    From this org
    $647,978
    From related orgs
    $0
    Other
    $50,448
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $263,828
    Bonus
    $383,547
    Other
    $603
    Deferred
    $37,661
    Nontaxable benefits
    $12,787
    Filer's total
    $698,426

  • RYAN DOTSON

    INVESTMENT OFFICER

    Total calculated
    $656,712
    From this org
    $573,416
    From related orgs
    $0
    Other
    $83,296
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,086
    Bonus
    $332,073
    Other
    $257
    Deferred
    $37,102
    Nontaxable benefits
    $46,194
    Filer's total
    $656,712

  • MELISSA CHIU

    DIR, HIRSHHORN MUSEUM & SCULPTUE GARDEN

    Total calculated
    $532,653
    From this org
    $459,518
    From related orgs
    $0
    Other
    $73,135
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $453,375
    Bonus
    $5,000
    Other
    $1,143
    Deferred
    $48,090
    Nontaxable benefits
    $25,045
    Filer's total
    $532,653

  • CHASE ROBINSON

    DIR SACKLER GALLERY/FREER

    Total calculated
    $515,877
    From this org
    $456,096
    From related orgs
    $0
    Other
    $59,781
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $451,096
    Bonus
    $5,000
    Other
    $0
    Deferred
    $48,090
    Nontaxable benefits
    $11,691
    Filer's total
    $515,877

  • CATHY HELM THRU 90123

    FMR, INSPECTOR GENERAL

    Total calculated
    $291,906
    From this org
    $273,332
    From related orgs
    $0
    Other
    $18,574
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $273,332
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,574
    Filer's total
    $291,906

  • JUDITH LEONARD THRU 30123

    FMR, GENERAL COUNSEL

    Total calculated
    $181,945
    From this org
    $162,095
    From related orgs
    $0
    Other
    $19,850
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $156,754
    Bonus
    $4,000
    Other
    $1,341
    Deferred
    $6,927
    Nontaxable benefits
    $12,923
    Filer's total
    $181,945

  • RICHARD KURIN THRU 93019

    FMR, SR. SCHOLAR AND AMB-AT-LARGE

    Total calculated
    $438,314
    From this org
    $365,110
    From related orgs
    $0
    Other
    $73,204
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $353,431
    Bonus
    $4,000
    Other
    $7,679
    Deferred
    $55,710
    Nontaxable benefits
    $17,494
    Filer's total
    $438,314

  • ZULLY DORR THRU 093019

    FMR, ACTING ASST SEC. FOR ADVANCEMENT

    Total calculated
    $303,795
    From this org
    $244,297
    From related orgs
    $0
    Other
    $59,498
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,547
    Bonus
    $2,750
    Other
    $0
    Deferred
    $35,086
    Nontaxable benefits
    $24,412
    Filer's total
    $303,795

  • DOUGLAS HALL THRU 93022

    FMR, ACTING UNDER SEC. FOR ADMINISTR

    Total calculated
    $244,220
    From this org
    $210,307
    From related orgs
    $0
    Other
    $33,913
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,307
    Bonus
    $10,000
    Other
    $0
    Deferred
    $8,252
    Nontaxable benefits
    $25,661
    Filer's total
    $244,220

  • CHARLES ALCOCK THRU 123120

    FMR DIR, HARVARD-SMITHSONIAN CENTER

    Total calculated
    $198,137
    From this org
    $176,054
    From related orgs
    $0
    Other
    $22,083
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,265
    Bonus
    $750
    Other
    $3,039
    Deferred
    $21,275
    Nontaxable benefits
    $808
    Filer's total
    $198,137

  • ROGER BRISSENDEN THRU 33121

    FMR, ACTING UNDER SEC. FOR SCI & RSC

    Total calculated
    $195,182
    From this org
    $195,182
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,182
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $195,182

  • NANCY BECHTOL THRU 123022

    FMR DIR, SMITHSONIAN FACIILITIES

    Total calculated
    $106,319
    From this org
    $104,371
    From related orgs
    $0
    Other
    $1,948
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $101,776
    Bonus
    $2,500
    Other
    $95
    Deferred
    $972
    Nontaxable benefits
    $976
    Filer's total
    $106,319

  • ERA MARSHALL THRU 93019

    FMR DIR, EQUAL EMPLOYMENT & SUPPLIER DIVERSITY

    Total calculated
    $136,294
    From this org
    $134,535
    From related orgs
    $0
    Other
    $1,759
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,535
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,759
    Filer's total
    $136,294

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

  • 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 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: 179,128 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
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202542239349300544

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.