EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC (EIN 27-0963869)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-10-17
IRS object ID: 202302909349301320
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-17T14:57:40-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	050409384	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KAHN LITWIN RENZA & CO LTD	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	951 NORTH MAIN ST	AddressLine1Txt
City	PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02904	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	270963869	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDWARD M KENNEDY INSTITUTE FOR THE	BusinessNameLine1Txt
Business Name Line2	UNITED STATES SENATE INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	EDWA	BusinessNameControlTxt
Phone	6177407000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	210 WILLIAM T MORRISSEY BLVD	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021253314	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ADAM HINDS	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	6177407000	PhoneNum
Signature	2023-10-17	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ADAM	PersonFirstNm
Person Last	HINDS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICK J MARTIN	PreparerPersonNm
PTIN	P00283486	PTIN
Phone	4012742001	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ADAM HINDS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	210 WILLIAM T MORRISSEY BLVD	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021253314	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$12,292,536	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	EMKINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2009	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE EDWARD M. KENNEDY INSTITUTE IS A NONPARTISAN, CIVIC EDUCATION ORGANIZATION THAT ENGAGES STUDENTS AND VISITORS IN CONVERSATIONS ABOUT THE ESSENTIAL ROLE EACH PERSON PLAYS IN OUR DEMOCRACY AND IN OUR SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	24	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,360,679	PYContributionsGrantsAmt
CY Contributions Grants	$6,327,137	CYContributionsGrantsAmt
PY Program Service Revenue	$9,841	PYProgramServiceRevenueAmt
CY Program Service Revenue	$24,623	CYProgramServiceRevenueAmt
PY Investment Income	$1,667,824	PYInvestmentIncomeAmt
CY Investment Income	$327,169	CYInvestmentIncomeAmt
PY Other Revenue	$694,737	PYOtherRevenueAmt
CY Other Revenue	$423,427	CYOtherRevenueAmt
PY Total Revenue	$3,733,081	PYTotalRevenueAmt
CY Total Revenue	$7,102,356	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,219,908	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,254,238	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$412,508	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,614,035	PYOtherExpensesAmt
CY Other Expenses	$4,577,286	CYOtherExpensesAmt
PY Total Expenses	$5,833,943	PYTotalExpensesAmt
CY Total Expenses	$5,831,524	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,100,862	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,270,832	CYRevenuesLessExpensesAmt
Total Assets BOY	$123,530,650	TotalAssetsBOYAmt
Total Assets EOY	$115,177,609	TotalAssetsEOYAmt
Total Liabilities BOY	$57,938,920	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$53,929,829	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$65,591,730	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$61,247,780	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE EDWARD M. KENNEDY INSTITUTE FOR THE UNITED STATES SENATE IS DEDICATED TO EDUCATING THE PUBLIC ABOUT THE IMPORTANT ROLE OF THE UNITED STATES SENATE IN OUR SYSTEM OF GOVERNMENT, ENCOURAGING PARTICIPATORY DEMOCRACY, INVIGORATING CIVIL DISCOURSE, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE CIVIC LIFE OF THEIR COMMUNITIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,743,292	ExpenseAmt
Revenue	$206,999	RevenueAmt
Desc	IN 2022, DESPITE THE EMERGENCE OF THE OMICRON VARIANT OF COVID-19, WE BUILT ON OUR 2021 EFFORTS TO RE-ENGAGE WITH SCHOOLS, AND SUCCESSFULLY DELIVERED OUR IN-PERSON AND VIRTUAL CIVIC EDUCATION PROGRAMMING TO THOUSANDS MORE STUDENTS THAN THE PREVIOUS YEAR. IN ADDITION, WE BEGAN TO REBUILDOUR SENATE IMMERSION MODULE (SIM), A TECHNOLOGY-SUPPORTED SIMULATION THAT HELPS STUDENTS UNDERSTAND LAWMAKING AND IMPORTANT POLICY ISSUES. WE COMPLETED THE INITIAL PHASE OF THE CIVIC CONVERSATIONS PROJECT AND ARE USING SOME OF THE RESULTING CLASSROOM RESOURCES TO HELP TEACHERS AND STUDENT DEVELOP DIALOGUE SKILLS TO BETTER NAVIGATE SOME OF THE CHALLENGING CONVERSATIONS THAT CAN ARISE AROUND POLICY DIFFERENCE.	Desc
Total Program Service Expenses	$3,743,292	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	30	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	24	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTON LARSON ALLEN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7819821001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TWO INTERNATIONAL PLACE 22ND FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BRUCE PERCELAY
BOARD CHAIR/TREASURER/DIRE	5.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM MO COWAN
TREASURER/DIRECTOR	2.00	Yes (X)	Yes (X)	$0	$0	$0
ANDREW CARD JR
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BARBARA A SOULIOTIS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ROBERT SHRUM
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CHRISTOPHER DODD
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CODY KEENAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
FRED A SEIGEL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
HENRY M THOMAS III
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JOE KENNEDY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
LINDA DORCENA FORRY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MARCELO SUAREZ-OROZCO
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MARTIN MEEHAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
PATRICK KENNEDY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
RANNY COOPER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
STEPHANIE CUTTER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
THOMAS A DASCHLE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MARTIN LUTHER KING III
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JOHN E SUNUNU
DIRECTOR (AS OF 6/2022)	2.00	Yes (X)		$0	$0	$0
ADAM HINDS
CEO	36.00	Yes (X)	Yes (X)	$68,754	$0	$236
CAROLINE ANGEL BURKE
VP OF EDUCATION	36.00			$109,857	$0	$5,900	Yes (X)
EILEEN DRISCOLL
CAPE HOUSE PROJECT MANAGER	36.00			$123,366	$0	$1,644	Yes (X)
LAUREN JANES
SENIOR ADVISOR/ CLERK	36.00			$112,307	$0	$577	Yes (X)
SARAH YEZZI
DIRECTOR OF EDUCATION	36.00			$100,566	$0	$4,006	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$514,850	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$12,363	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
INTERIM EXECUTIVE SOLUTIONS
94 CYNTHIA ROAD	NEEDHAM	MA	02494	INTERIM CEO AND CFO SERVICES	$217,058
CLIFTON LARSEN ALLEN LLP
TWO INTERNATIONAL PLACE 22ND FLOOR	BOSTON	MA	02110	CONSULTING - ACCOUNTING SERVICES	$169,394
DENTERLEIN
3 POST OFFICE SQUARE 701	BOSTON	MA	02109	CONSULTING PUBLIC RELATIONS	$117,245

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$682,667	GovernmentGrantsAmt
All Other Contributions	$5,644,470	AllOtherContributionsAmt
Total Contributions	$6,327,137	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TICKET REVENUE	Desc
Business	611710	BusinessCd
Total Revenue Column	$24,623	TotalRevenueColumnAmt
Related Or Exempt Func Income	$24,623	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$24,623	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$251,813	TotalRevenueColumnAmt
Exclusion	$251,813	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$5,064,587	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,989,231	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$75,356	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75,356	TotalRevenueColumnAmt
Exclusion	$75,356	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$442,000	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$200,949	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$241,051	TotalRevenueColumnAmt
Exclusion	$241,051	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTALS	611710	$150,150	$150,150
OTHER INCOME	611710	$32,226	$32,226

Field	Value	IRS element (for citing)
Other Revenue Total	$182,376	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,102,356	TotalRevenueColumnAmt
Related Or Exempt Func Income	$206,999	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$568,220	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,036,846	TotalAmt
Program Services	$515,555	ProgramServicesAmt
Management And General	$294,915	ManagementAndGeneralAmt
Fundraising	$226,376	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$22,878	TotalAmt
Program Services	$15,252	ProgramServicesAmt
Management And General	$6,008	ManagementAndGeneralAmt
Fundraising	$1,618	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$108,728	TotalAmt
Program Services	$72,485	ProgramServicesAmt
Management And General	$28,555	ManagementAndGeneralAmt
Fundraising	$7,688	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$85,786	TotalAmt
Program Services	$57,190	ProgramServicesAmt
Management And General	$22,530	ManagementAndGeneralAmt
Fundraising	$6,066	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$15,486	TotalAmt
Management And General	$15,486	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$256,223	TotalAmt
Program Services	$170,815	ProgramServicesAmt
Management And General	$85,408	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$180,000	TotalAmt
Program Services	$180,000	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$195,361	TotalAmt
Management And General	$195,361	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$396,099	TotalAmt
Program Services	$165,774	ProgramServicesAmt
Management And General	$224,768	ManagementAndGeneralAmt
Fundraising	$5,557	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$360,143	TotalAmt
Program Services	$273,517	ProgramServicesAmt
Management And General	$85,649	ManagementAndGeneralAmt
Fundraising	$977	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$66,646	TotalAmt
Program Services	$52,633	ProgramServicesAmt
Management And General	$10,931	ManagementAndGeneralAmt
Fundraising	$3,082	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$65,821	TotalAmt
Program Services	$19,581	ProgramServicesAmt
Management And General	$26,235	ManagementAndGeneralAmt
Fundraising	$20,005	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,605,190	TotalAmt
Program Services	$1,173,906	ProgramServicesAmt
Management And General	$353,512	ManagementAndGeneralAmt
Fundraising	$77,772	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,675	TotalAmt
Program Services	$9,323	ProgramServicesAmt
Management And General	$2,696	ManagementAndGeneralAmt
Fundraising	$656	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,285,069	TotalAmt
Program Services	$946,582	ProgramServicesAmt
Management And General	$275,776	ManagementAndGeneralAmt
Fundraising	$62,711	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$137,393	TotalAmt
Program Services	$90,679	ProgramServicesAmt
Management And General	$46,714	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	BAD DEBT	Desc
Total	$1,180	TotalAmt
Management And General	$1,180	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,831,524	TotalAmt
Program Services	$3,743,292	ProgramServicesAmt
Management And General	$1,675,724	ManagementAndGeneralAmt
Fundraising	$412,508	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,371,690	BOYAmt
EOY	$2,052,461	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,066	BOYAmt
EOY	$100,701	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$135,000	BOYAmt
EOY	$135,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$271,504	BOYAmt
EOY	$2,121,909	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$34,439	BOYAmt
EOY	$34,439	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$71,577	BOYAmt
EOY	$64,824	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$25,823,644	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,721,440	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$17,008,111	BOYAmt
EOY	$16,102,204	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,339,132	BOYAmt
EOY	$8,677,224	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$25,828,986	BOYAmt
EOY	$18,219,665	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$68,460,145	BOYAmt
EOY	$67,669,182	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$123,530,650	BOYAmt
EOY	$115,177,609	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$209,167	BOYAmt
EOY	$314,370	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$110,240	BOYAmt
EOY	$154,977	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$677,137	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$56,942,376	BOYAmt
EOY	$53,460,482	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$57,938,920	BOYAmt
EOY	$53,929,829	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$37,160,947	BOYAmt
EOY	$37,028,753	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$28,430,783	BOYAmt
EOY	$24,219,027	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$65,591,730	BOYAmt
EOY	$61,247,780	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$123,530,650	BOYAmt
EOY	$115,177,609	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,270,832	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,614,782	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,535,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,370,958	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,751,573	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,360,679	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,327,137	CurrentTaxYearAmt
Total	$18,346,175	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,535,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,370,958	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,751,573	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,360,679	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,327,137	CurrentTaxYearAmt
Total	$18,346,175	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$412,104	SubstantialContributorsTotAmt
Public Support Total170	$17,934,071	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$245,870	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$269,002	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$126,894	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$305,596	CurrentTaxYearMinus1YearAmt
Current Tax Year	$401,963	CurrentTaxYearAmt
Total	$1,349,325	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,750	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,250	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,202	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,765	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,226	CurrentTaxYearAmt
Total	$153,193	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$19,848,693	TotalSupportAmt
Gross Receipts Rltd Activities	$2,262,325	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.90350	PublicSupportCY170Pct
Public Support PY170	0.85420	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$180,000	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$180,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$5,663,331	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$5,843,331	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$442,167	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$110,542	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$753,220	CurrentYearMinus3Amt
Current Year Minus2	$495,382	CurrentYearMinus2Amt
Current Year Minus1	$441,697	CurrentYearMinus1Amt
Current Year	$442,167	CurrentYearAmt
Total	$2,132,466	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$3,198,699	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$60,000	CurrentYearMinus3Amt
Current Year Minus2	$97,500	CurrentYearMinus2Amt
Current Year Minus1	$150,110	CurrentYearMinus1Amt
Current Year	$180,000	CurrentYearAmt
Total	$487,610	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$188,305	CurrentYearMinus3Amt
Current Year Minus2	$123,846	CurrentYearMinus2Amt
Current Year Minus1	$110,424	CurrentYearMinus1Amt
Current Year	$110,542	CurrentYearAmt
Total	$533,117	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$799,676	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$11,099,770	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,796,962	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$3,821,188	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,975,774	OtherExpendituresAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,452,417	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,408,815	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,064,270	OtherExpendituresAmt
End Year Balance	$24,796,962	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$20,897,793	BeginningYearBalanceAmt
Investment Earnings Or Losses	$2,832,098	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,277,474	OtherExpendituresAmt
End Year Balance	$22,452,417	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$30,403,440	BeginningYearBalanceAmt
Investment Earnings Or Losses	$5,996,090	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,501,737	OtherExpendituresAmt
End Year Balance	$20,897,793	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$51,739,279	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$16,115,314	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,220,525	OtherExpendituresAmt
End Year Balance	$30,403,440	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,702,500	OtherCostOrOtherBasisAmt
Book Value	$2,702,500	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,865,629	OtherCostOrOtherBasisAmt
Depreciation	$9,626,067	DepreciationAmt
Book Value	$13,239,562	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$255,515	OtherCostOrOtherBasisAmt
Depreciation	$95,373	DepreciationAmt
Book Value	$160,142	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$16,102,204	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	POOLED INVESTMENT FUND	Desc
Book Value	$18,219,665	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$18,219,665	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	RIGHT-OF-USE ASSETS FINANCE	Desc
Book Value	$67,669,182	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$67,669,182	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	FINANCE LEASE LIABILITY	Desc
Amt	$53,460,482	Amt

Field	Value	IRS element (for citing)
Total Liability	$53,460,482	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,304,020	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$5,614,782	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$11,807	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	-$5,602,975	RevenueNotReportedAmt
Revenue Subtotal	$6,906,995	RevenueSubtotalAmt
Investment Expenses Not Incld	$195,361	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$195,361	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$7,102,356	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,647,970	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$11,807	DonatedServicesUseFcltsAmt
Expenses Not Reported	$11,807	ExpensesNotReportedAmt
Expenses Subtotal	$5,636,163	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$195,361	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$195,361	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,831,524	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART III, LINE 4:

THE COLLECTION INCLUDES PERSONAL EFFECTS, INCLUDING FURNITURE AND MEMORABILIA FROM SENATOR EDWARD KENNEDY'S OFFICE, WHICH IS USED AS PART OF A PUBLIC DISPLAY AT THE INSTITUTE. THIS PUBLIC DISPLAY FURTHERS THE INSTITUTE'S EXEMPT STATUS USING HISTORIC ITEMS TO GIVE THE PUBLIC AN OPPORTUNITY TO VISIT A RE-CREATION OF U.S. SENATOR KENNEDY'S UNITED STATES SENATE OFFICE WHICH WAS LOCATED IN THE RUSSELL SENATE OFFICE BUILDING. THE EXPERIENCE WILL PROVIDE ORIGINAL EXAMPLES OF ACHIEVEMENT IN PUBLIC POLICY AND ELECTIVE SERVICE. THE COLLECTION ALSO INCLUDES WARHOL SILKSCREENS, EDWARD M KENNEDY MEMORABILIA, PHOTOGRAPHS BY KEN REGAN AND A SENATE PIECE (MULTI-MEDIA ELECTRONIC KINETIC SCULPTURE), WHICH MAY BE USED IN PUBLIC DISPLAYS AND EVENTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE INSTITUTE AND ITS MISSION. THE INSTITUTE USES THE HYANNIS PORT, MA HOUSE TO SUPPORT AND ENHANCE ITS MISSION OF EDUCATING THE PUBLIC ABOUT THE U.S. GOVERNMENT, INVIGORATING PUBLIC DISCOURSE, EMPHASIZING THE IMPORTANCE OF BIPARTISANSHIP, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. SPECIFICALLY, THE HOUSE HOSTS SELECTED EDUCATIONAL SEMINARS AND FORUMS ORGANIZED BY THE INSTITUTE.

PART X, LINE 2:

THE INSTITUTE IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE INSTITUTE ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE INSTITUTE CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA FUNDRAISER	Event1Nm
Gross Receipts Event1	$442,000	GrossReceiptsEvent1Amt
Charitable Contri Event1	$0	CharitableContriEvent1Amt
Gross Revenue Event1	$442,000	GrossRevenueEvent1Amt
Food And Beverage Event1	$59,205	FoodAndBeverageEvent1Amt
Entertainment Event1	$8,975	EntertainmentEvent1Amt
Other Direct Expenses Event1	$132,769	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$442,000	GrossReceiptsTotalAmt
Gross Revenue Total Events	$442,000	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$59,205	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$8,975	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$132,769	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$200,949	DirectExpenseSummaryEventsAmt
Net Income Summary	$241,051	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	THE INSTITUTE'S LEGAL AGREEMENTS WITH THE UNIVERSITY OF MASSACHUSETTS PROVIDE FOR THEIR APPOINTMENT OF TWO INSTITUTE BOARD MEMBERS, WHICH INCLUDE THE UNIVERSITY'S PRESIDENT (MARTIN MEEHAN), THE UMASS BOSTON CHANCELLOR (MARCELO SUAREZ OROZCO).
FORM 990, PART VI, SECTION B, LINE 11B	THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY.
FORM 990, PART VI, SECTION B, LINE 12C	THE INSTITUTE ASKS ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15	THE INSTITUTE HAS LONG UTILIZED PROFESSIONAL CONSULTING FIRMS THAT SPECIALIZE IN NON-PROFIT ORGANIZATIONS, AND THESE FIRMS HAVE MADE RECOMMENDATIONS ON ORGANIZATIONAL STRUCTURE AND COMPENSATION LEVELS.
FORM 990, PART VI, SECTION C, LINE 18	THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONED, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT AND THREE PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE APPROPRIATE REGULATORY AGENCIES AND ARE AVAILABLE THROUGH THESE PUBLIC SOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE INSTITUTE.